Bicycle Parking Management Plan Appendices

Proposal For Adoption

October 2017 This page intentionally left blank. LIST OF APPENDICES

APPENDIX A BIKE PARKING FACILITY INVENTORY

APPENDIX B KEYED LOCKER DATA COLLECTION

APPENDIX C E-LOCKER DATA COLLECTION

APPENDIX D BIKE RACK DATA COLLECTION

APPENDIX E BIKE CAR INTERCEPT SURVEY

APPENDIX F ONLINE SURVEY

APPENDIX G FOCUS GROUPS

APPENDIX H PEER AGENCY BICYCLE PARKING MANAGEMENT

APPENDIX I BIKE PARKING CONFIGURATIONS

APPENDIX J COST ESTIMATES FOR MANAGEMENT APPROACHES

APPENDIX K BIKE PARKING ACTIVITIES AND RESPONSIBLITIES UNDER THE HYBRID MANAGEMENT APPROACH

This page intentionally left blank. BIKE PARKING MANAGEMENT PLAN - PUBLIC REVIEW DRAFT

Appendix A: Bicycle Parking Inventory Racks Keyed Lockers Keyed spaces at (Caltrain Lockers Other station owned (managed Electronic Shared Station (approx.) /managed) by other) Lockers Facility Notes Valet bike station owned by Caltrain, 0 180 250 managed by BikeHub 22nd Street 27 0 Bayshore 18 8 S. SF 18 37 San Bruno 8 24 Millbrae 24 28 24 BikeLink e-lockers owned by BART Broadway* 18 12 Burlingame 13 18 BikeLink e-lockers owned by City of San Mateo 11 0 12 San Mateo BikeLink e-lockers owned by City of Hayward Park 18 0 4 San Mateo BikeLink e-lockers owned by City of Hillsdale 18 0 12 San Mateo Belmont 18 28 San Carlos 48 36 Redwood City 18 50 Atherton* 0 26 Shared access facility (unstaffed) Menlo Park 8 63 50 owned and managed by Caltrain Shared access facility (unstaffed) Palo Alto 178 94 96 owned by City of Palo Alto, managed by Bikestation California Ave. 23 18 San Antonio 18 38 Shared access facility (unstaffed) Mountain View 23 116 40 owned and managed by City of Mountain View 16 day-use / bring your own lock Sunnyvale 18 75 16 4 lockers owned by Sunnyvale. 4 BikeLink lockers owned by Caltrain Lawrence 18 24 Santa Clara 18 54 10 College Park 0 0 San Jose 16 48 Tamien 18 18 10 BikeLink e-lockers owned by VTA Capitol 12 24 keyed lockers managed by VTA Blossom Hill 10 10 keyed lockers managed by VTA Morgan Hill 12 30 keyed lockers managed by VTA San Martin 0 0 keyed lockers managed by VTA Gilroy 13 30 keyed lockers managed by VTA Totals 642 995 120 66 436 *weekend-only stations CALTRAIN BIKE PARKING MANAGEMENT PLAN - PUBLIC REVIEW DRAFT

Appendix B: Keyed Locker Occupancy Collection Methodology

B.1 Summary

The team conducted a keyed locker survey at three Caltrain stations daily for the course of a workweek from October 31, 2016 to November 4, 2016. Stations observed were: San Carlos, Mountain View, and San Francisco. In total, these stations have 330 keyed lockers, which is approximately one-third of the keyed lockers on the Caltrain system. These stations were selected for observation based on high levels of on board bicycle boardings, high numbers of keyed lockers, geographic and land use diversity, and surveyor availability.

The team developed a methodology to determine if someone used the locker over the course of a week. Starting on the Sunday evening of the observation week, a small piece of tape was placed in a discrete location over the door. The observer would record if the tape was broken the next morning and if the tape was broken, it would be recorded with a new piece of tape placed on the locker for the next day. This process was repeated until Friday. If the tape was broken, it was counted as “used” for that day.

B.2 Sample survey packet and methodology for Mountain View Station

B.3 Data collection sheets for all sampled stations (completed)

• Note on data collection: o Surveyors indicated that there may have been tampering with the tape for a number of the lockers on Tuesday, Wednesday, and Thursday in Mountain View. There were whole blocks of lockers that had had the tape removed in a similar manner on some or all of those days, but no tape removed on Monday or Friday. o These tampered lockers are indicated in grey in the data collection sheets and were not counted as occupied on those days when the data was processed and analyzed. o San Francisco and San Carlos did not appear to have any of these issues. Caltrain Bike Parking Management Study Survey of Keyed Locker Usage

Background: As part of the Caltrain Bike Parking Management Study, a survey of keyed bike lockers is being conducted to determine how the lockers are being used. Keyed lockers offer a high security option for Caltrain passengers accessing stations with a bike. Keyed bike lockers are not available at every Caltrain station and people must sign up with Caltrain and pay a fee to obtain a key to the locker. Once someone is assigned a locker, a person can use the locker as much or as little as they like. The use of lockers can vary with an individual using the locker on a daily basis or once over several months.

This survey will track the use of sampled of lockers over the duration of a week.

EXAMPLE OF KEYED BIKE LOCKERS AT [LOCATION AND APPEARANCE MAY VARY BY STATION]

Stations:

The survey of keyed lockers will be conducted at the following stations. These are stations where Caltrain indicates all lockers have been mostly rented out and which have high usage as measured in total passengers and as measured in passengers who take their bicycles onboard. Station Total Lockers Installed San Carlos 36 Mountain View 116 San Francisco 180 Caltrain Bike Parking Management Study Survey of Keyed Locker Usage: October 31, 2016 - November 4, 2016

Data Collection Table San Francisco

Group # Top/Bottom Locker # Monday Tuesday Wednesday Thursday Friday Total Days Used

A Bottom 31 1.00 1.00 2.00

A Bottom 33 0.00

A Bottom 35 0.00

A Bottom 37 1.00 1.00 1.00 1.00 1.00 5.00

A Bottom 39 0.00

A Top 71 0.00

A Top 73 1.00 1.00 2.00

A Top 75 0.00

A Top 77 1.00 1.00 1.00 1.00 4.00

A Top 79 0.00

A Bottom 40 0.00

A Bottom 38 0.00

A Bottom 36 1.00 1.00 1.00 3.00

A Bottom 34 1.00 1.00 1.00 1.00 1.00 5.00

A Bottom 32 0.00

A Top 80 0.00

A Top 78 0.00

A Top 76 0.00

A Top 74 0.00

A Top 72 0.00

B Bottom 21 1.00 1.00 1.00 1.00 1.00 5.00

San Francisco (4th and King) Page 1 of 14 Caltrain Bike Parking Management Study

Data Collection Table San Francisco

Group # Top/Bottom Locker # Monday Tuesday Wednesday Thursday Friday Total Days Used

B Bottom 23 0.00

B Bottom 25 0.00

B Bottom 27 0.00

B Bottom 29 0.00

B Top 61 0.00

B Top 63 0.00

B Top 65 0.00

B Top 67 1.00 1.00 2.00

B Top 69 1.00 1.00

B Bottom 30 1.00 1.00

B Bottom 28 0.00

B Bottom 26 0.00

B Bottom 24 0.00

B Bottom 22 1.00 1.00

B Top 70 1.00 1.00 1.00 1.00 1.00 5.00

B Top 68 0.00

B Top 66 0.00

B Top 64 0.00

B Top 62 0.00

C Bottom 11 0.00

C Bottom 13 0.00

C Bottom 15 0.00

C Bottom 17 0.00

San Francisco (4th and King) Page 2 of 14 Caltrain Bike Parking Management Study

Data Collection Table San Francisco

Group # Top/Bottom Locker # Monday Tuesday Wednesday Thursday Friday Total Days Used

C Bottom 19 1.00 1.00

C Top 51 1.00 1.00 2.00

C Top 53 0.00

C Top 55 0.00

C Top 57 0.00

C Top 59 0.00

C Bottom 20 1.00 1.00 1.00 3.00

C Bottom 18 0.00

C Bottom 16 1.00 1.00

C Bottom 14 0.00

C Bottom 12 0.00

C Top 60 0.00

C Top 58 1.00 1.00 2.00

C Top 56 0.00

C Top 54 1.00 1.00

C Top 52 0.00

D Bottom 1 1.00 1.00

D Bottom 3 0.00

D Bottom 5 0.00

D Bottom 7 0.00

D Bottom 9 1.00 1.00 1.00 1.00 4.00

D Top 41 0.00

D Top 43 0.00

San Francisco (4th and King) Page 3 of 14 Caltrain Bike Parking Management Study

Data Collection Table San Francisco

Group # Top/Bottom Locker # Monday Tuesday Wednesday Thursday Friday Total Days Used

D Top 45 1.00 1.00

D Top 47 0.00

D Top 49 0.00

D Bottom 10 1.00 1.00 1.00 1.00 1.00 5.00

D Bottom 8 0.00

D Bottom 6 1.00 1.00 2.00

D Bottom 4 0.00

D Bottom 2 1.00 1.00 1.00 3.00

D Top 50 1.00 1.00 1.00 3.00

D Top 48 1.00 1.00 1.00 1.00 1.00 5.00

D Top 46 0.00

D Top 44 0.00

D Top 42 0.00

E Bottom 81 0.00

E Bottom 83 1.00 1.00 1.00 3.00

E Bottom 85 1.00 1.00

E Bottom 87 1.00 1.00 1.00 1.00 4.00

E Bottom 89 0.00

E Top 131 1.00 1.00

E Top 133 0.00

E Top 135 0.00

E Top 137 0.00

E Top 139 1.00 1.00 1.00 1.00 4.00

San Francisco (4th and King) Page 4 of 14 Caltrain Bike Parking Management Study

Data Collection Table San Francisco

Group # Top/Bottom Locker # Monday Tuesday Wednesday Thursday Friday Total Days Used

E Bottom 90 1.00 1.00

E Bottom 88 0.00

E Bottom 86 0.00

E Bottom 84 0.00

E Bottom 82 1.00 1.00

E Top 140 0.00

E Top 138 0.00

E Top 136 0.00

E Top 134 1.00 1.00

E Top 132 0.00

F Bottom 91 0.00

F Bottom 93 0.00

F Bottom 95 0.00

F Bottom 97 0.00

F Bottom 99 0.00

F Top 141 0.00

F Top 143 0.00

F Top 145 0.00

F Top 147 1.00 1.00 1.00 1.00 4.00

F Top 149 0.00

F Bottom 100 0.00

F Bottom 98 0.00

F Bottom 96 1.00 1.00 1.00 3.00

San Francisco (4th and King) Page 5 of 14 Caltrain Bike Parking Management Study

Data Collection Table San Francisco

Group # Top/Bottom Locker # Monday Tuesday Wednesday Thursday Friday Total Days Used

F Bottom 94 0.00

F Bottom 92 0.00

F Top 150 0.00

F Top 148 0.00

F Top 146 1.00 1.00

F Top 144 0.00

F Top 142 0.00

G Bottom 101 0.00

G Bottom 103 0.00

G Bottom 105 0.00

G Bottom 107 0.00

G Top 151 0.00

G Top 153 1.00 1.00

G Top 155 1.00 1.00 2.00

G Top 157 1.00 1.00

G Bottom 108 0.00

G Bottom 106 0.00

G Bottom 104 0.00

G Bottom 102 0.00

G Top 158 1.00 1.00

G Top 156 1.00 1.00 2.00

G Top 154 0.00

G Top 152 0.00

San Francisco (4th and King) Page 6 of 14 Caltrain Bike Parking Management Study

Data Collection Table San Francisco

Group # Top/Bottom Locker # Monday Tuesday Wednesday Thursday Friday Total Days Used

H Bottom 109 0.00

H Bottom 107 0.00

H Bottom 105 0.00

H Bottom 103 0.00

H Bottom 101 0.00

H Top 159 0.00

H Top 161 0.00

H Top 163 1.00 1.00 1.00 3.00

H Top 165 0.00

H Top 167 0.00

H Bottom 118 0.00

H Bottom 116 0.00

H Bottom 114 0.00

H Bottom 112 0.00

H Bottom 110 0.00

H Top 168 1.00 1.00 2.00

H Top 166 0.00

H Top 164 1.00 1.00 1.00 1.00 1.00 5.00

H Top 162 0.00

H Top 160 1.00 1.00 1.00 1.00 1.00 5.00

I Bottom 119 0.00

I Bottom 121 0.00

I Bottom 123 0.00

San Francisco (4th and King) Page 7 of 14 Caltrain Bike Parking Management Study

Data Collection Table San Francisco

Group # Top/Bottom Locker # Monday Tuesday Wednesday Thursday Friday Total Days Used

I Bottom 125 0.00

I Bottom 127 0.00

I Bottom 129 1.00 1.00 1.00 1.00 1.00 5.00

I Top 169 1.00 1.00 2.00

I Top 171 1.00 1.00 2.00

I Top 173 0.00

I Top 175 0.00

I Top 177 0.00

I Top 179 0.00

I Bottom 130 1.00 1.00 2.00

I Bottom 128 1.00 1.00 1.00 1.00 1.00 5.00

I Bottom 126 0.00

I Bottom 124 0.00

I Bottom 122 1.00 1.00 2.00

I Bottom 120 0.00

I Top 180 1.00 1.00 2.00

I Top 178 1.00 1.00 1.00 1.00 1.00 5.00

I Top 176 0.00

I Top 174 0.00

I Top 172 1.00 1.00

I Top 170 0.00

San Francisco (4th and King) Page 8 of 14 Caltrain Bike Parking Management Study Survey of Keyed Locker Usage: October 31, 2016 - November 4, 2016

Data Collection Table San Carlos

Locker # Monday Tuesday Wednesday Thursday Friday Total Days Used

1 0.00

3 0.00

5 1.00 1.00 1.00 3.00

7 0.00

9 0.00

11 1.00 1.00 2.00

13 0.00

15 0.00

17 0.00

19 0.00

21 0.00

23 0.00

2 0.00

4 0.00

6 0.00

8 0.00

10 1.00 1.00

12 0.00

14 0.00

San Carlos Station Page 9 of 14 Data Collection Table San Carlos

Locker # Monday Tuesday Wednesday Thursday Friday Total Days Used

16 0.00

18 1.00 1.00

20 1.00 1.00 2.00

22 0.00

24 0.00

35 0.00

33 0.00

31 1.00 1.00 2.00

29 1.00 1.00 1.00 1.00 4.00

27 0.00

25 0.00

26 0.00

28 1.00 1.00 1.00 3.00

30 0.00

32 1.00 1.00

34 1.00 1.00

36 0.00

San Carlos Station Page 10 of 14 Caltrain Bike Parking Management Study Survey of Keyed Locker Usage: October 31, 2016 - November 4, 2016

Data Collection Table Mountain View

Locker # Monday Tuesday Wednesday Thursday Friday Total Days Used 1 1.00 1.00 1.00 3.00 3 0.00 5 0.00 7 1.00 1.00 2.00 8 1.00 1.00 6 1.00 1.00 2.00 4 1.00 1.00 1.00 1.00 1.00 5.00 2 1.00 1.00 2.00 9 0.00 11 1.00 1.00 2.00 13 1.00 1.00 2.00 15 1.00 1.00 2.00 16 1.00 1.00 14 0.00 12 0.00 10 1.00 1.00 17 0.00 19 0.00 21 0.00 23 0.00 24 0.00 22 0.00 20 0.00 18 0.00 25 0.00 27 1.00 1.00 2.00 29 0.00 31 1.00 1.00 1.00 1.00 4.00 32 0.00

Mountain View Station Data Collection Table Mountain View

Locker # Monday Tuesday Wednesday Thursday Friday Total Days Used 30 0.00 28 0.00 26 0.00 33 0.00 35 0.00 37 0.00 39 0.00 40 1.00 1.00 2.00 38 0.00 36 0.00 34 0.00 41 0.00 43 0.00 45 1.00 1.00 1.00 1.00 1.00 5.00 47 0.00 48 0.00 46 0.00 44 0.00 42 0.00 49 0.00 51 0.00 53 0.00 55 0.00 56 0.00 54 0.00 52 0.00 50 1.00 1.00 2.00 57 1.00 1.00 59 0.00 61 0.00 63 0.00 64 1.00 1.00 1.00 3.00 62 0.00

Mountain View Station Data Collection Table Mountain View

Locker # Monday Tuesday Wednesday Thursday Friday Total Days Used 60 1.00 1.00 1.00 3.00 58 1.00 1.00 2.00 65 0.00 67 0.00 69 0.00 71 1.00 1.00 1.00 1.00 1.00 5.00 72 0.00 70 1.00 1.00 1.00 1.00 1.00 5.00 68 0.00 66 0.00 73 1.00 1.00 75 1.00 1.00 77 1.00 1.00 79 1.00 1.00 80 1.00 1.00 1.00 1.00 1.00 5.00 78 1.00 1.00 2.00 76 1.00 1.00 1.00 3.00 74 1.00 1.00 1.00 1.00 4.00 85 1.00 1.00 2.00 87 1.00 1.00 1.00 3.00 88 1.00 1.00 2.00 86 1.00 1.00 2.00 81 1.00 1.00 2.00 83 1.00 1.00 2.00 84 1.00 1.00 2.00 82 1.00 1.00 2.00 89 1.00 1.00 2.00 91 1.00 1.00 2.00 92 1.00 1.00 2.00 90 1.00 1.00 2.00 93 1.00 1.00 1.00 3.00 95 1.00 1.00 1.00 3.00 96 1.00 1.00 2.00

Mountain View Station Data Collection Table Mountain View

Locker # Monday Tuesday Wednesday Thursday Friday Total Days Used 94 1.00 1.00 2.00 97 1.00 1.00 2.00 99 1.00 1.00 2.00 98 1.00 1.00 1.00 3.00 10 1.00 1.00 1.00 1.00 4.00 101 1.00 1.00 1.00 3.00 103 1.00 1.00 1.00 3.00 105 1.00 1.00 1.00 3.00 107 1.00 1.00 1.00 3.00 108 1.00 1.00 106 1.00 1.00 2.00 104 1.00 1.00 2.00 102 1.00 1.00 2.00 109 1.00 1.00 111 1.00 1.00 113 1.00 1.00 1.00 1.00 4.00 115 1.00 1.00 116 0.00 114 0.00 112 0.00 110 1.00 1.00 2.00

Mountain View Station CALTRAIN BIKE PARKING MANAGEMENT PLAN - PUBLIC REVIEW DRAFT

Appendix C: BikeLink E-Locker Data

A total of 56 BikeLink lockers are available at five Caltrain Stations: Millbrae (24), San Mateo (12), Hayward Park (4), Hillsdale (12), and Sunnyvale (4). Lockers at San Mateo, Hayward Park, and Hillsdale Stations are owned by the City of San Mateo. The lockers at are owned by the City of Sunnyvale. Lockers at Millbrae Station are owned by BART. There are an additional ten lockers available at that are owned by VTA. VTA lockers are not under a service agreement with BikeLink, and therefore, data is unavailable for Tamien Station.

In general, usage of BikeLink lockers near or at Caltrain stations is excellent and consistently increasing. A key metric used to evaluate the utilization of e-lockers is the number of unique cards used per space in any 12-month period. This metric is generally one (at best) for a reserved keyed locker; any number higher than two indicates use by multiple customers. The Bay Area average for BikeLink e-lockers is 12. The utilization of BikeLink lockers based on unique cards used per space varies for each station. Millbrae, San Mateo, and Hillsdale each have around 5-6 unique users per locker, about half the Bay Area average. Hayward Park sees the lowest number of unique users, while Sunnyvale sees the highest, just above the Bay Area average.

Table C.1: BikeLink Rental Statistics (July 1, 2015-June 30, 2016)

Station Number of Unique Cards per Avg. Annual Rentals Avg. Rentals per Lockers Space per Card Month Millbrae 24 5.7 22 250 San Mateo 12 5.5 36 195 Hayward Park 4 1.5 6 4 Hillsdale 12 5.3 27 142 Sunnyvale 4 13.8 14 54

E-locker data shows the number of times in the last year that a unique user has parked their bike in a locker. One rental is counted every time an individual places a bike in a locker. The average user completed 20-30 rentals in the last year, demonstrating that many BikeLink users are using the parking facilities on an occasional basis rather than every day.

The data from the five Caltrain stations with electronic lockers shows that average e-locker occupancy is typically much higher than average keyed locker occupancy. E-locker data reveals that occupancy rates are generally between 50-75%, but depend on the station and time of year. Peak times (summer and fall weekdays) can see occupancy rates of 85-100%. Another key metric relevant to BikeLink facilities, is whether the available spaces regularly get filled up.

The BikeLink lockers at the Millbrae, San Mateo, and Hillsdale Caltrain Stations see similar rates of usage. However, San Mateo shows some of the strongest usage figures, with its twelve lockers completing approximately 160-220 rentals per month in the last year. The lockers at San Mateo regularly reach 100% occupancy during the summer and fall months, meaning that all lockers are full at some point during the day. During the winter and spring months, occupancy is still high, with an average occupancy rate of 75%.

The Sunnyvale Caltrain Station reports the highest number of unique cards per space, meaning that lockers are being utilized mostly by many occasional users. The Sunnyvale Caltrain Station has both reserved keyed lockers and e-lockers, which San Mateo, Hayward Park, and Hillsdale Caltrain Stations do not have. This may indicate that regular locker users at Sunnyvale primarily use keyed lockers, which offer a lower price point and greater convenience for those who use them multiple times a week. While Sunnyvale BikeLink lockers see approximately 45-60 rentals per month, this is proportional to usage seen at Millbrae, San Mateo and Hillsdale Caltrain Stations, given that Sunnyvale only has four BikeLink lockers.

The Hayward Park Caltrain Station is a significant outlier and its low BikeLink usage rates may be due to the station’s location and limited peak train service. Hayward Park has the lowest use of BikeLink lockers, with only 1.5 unique cards used per space. Less than 6 rentals were made per month throughout 2016. The occupancy rate does not exceed 25%, with the majority of days reporting no use.

In general, the e-lockers tend to serve many more unique users than keyed lockers. By their design, keyed lockers are only accessible to one user at a time, limiting their use to other potential customers when empty. With e-lockers available on demand to any user with a BikeLink card, they are able to serve an average of six times as many unique users. At Millbrae, for example, this means that 136 customers have been served by just 24 lockers, and at San Mateo 66 customers have been served by 12 lockers in the past year.

The following charts demonstrate 1-year historical data from each BikeLink location, collected July 1, 2015 through June 30, 2016. Located at the top of each graph is data relevant to that facility. This data includes the following metrics:

• UI nodes Reporting - How many of the controllers (the computers inside the lockers) were on and working at some point during the selected time period. • Market size - The number of people who have a BikeLink card and a home street addresses within a 5-mile radius of the location. • Average rentals per card - The average number of times cards were used at the location during the specified time frame. This is a way to get a sense of how often people returned to use the lockers. For example, if there are a low number of unique cards (a proxy for the number of unique users), with a high average rentals per card number, that tells us that those few people utilize the station frequently. • Location spaces - The total number of spaces currently at the location. • Unique cards - How many different people are served by a location. • Unique cards per space - Divides the number of unique cards by the number of spaces, which helps us know how many different people each space served during the specified time frame. Any time this number is above 1 per space per year, the e-Lockers are serving more people than a rented assigned locker would have. In the Bay Area, this average is around 11 unique cards per space per year. • Rentals - A rental is counted when a user starts a rental. Rentals are a good proxy for number of trips taken to the lockers at the location by bike (and potentially trips not taken by car that otherwise would have been). • Weekday Rentals - The number of rentals which were started on weekdays during the specified time frame. • Weekend rentals- The number of rentals which were started on weekend days during the specified time frame. • Total (rentals) - The total number of rentals (weekday+weekend) started during the specified time frame. • Total revenue - The BikeLink card value deducted from cards for rentals at this location (not directly equivalent to $ USD) • Total Parked hours - The total number of hours for all the rentals during the specified time frame

CALTRAIN BIKE PARKING MANAGEMENT PLAN - PUBLIC REVIEW DRAFT

Appendix D: Bicycle Rack Occupancy Data Collection Methodology

Bicycle rack occupancy was measured at five Caltrain stations on three weekdays in November 2016 – Tuesday, November 1st; Wednesday, November 2nd; and Friday, November 4th.

Stations observed were: San Carlos, Redwood City, Palo Alto, Mountain View, and San Jose Diridon. In total, these stations have approximately 280 rack spaces. These stations were selected for observation based on high levels of on board bicycle boardings, high numbers of keyed lockers, geographic and land use diversity, and surveyor availability.

Surveyors visited each set of bicycle racks and counted the number of bicycles or other items placed on the rack. Visibly abandoned or vandalized bikes were included in these counts. Surveyors also took photographs of each bicycle rack to provide evidence of use and compare change across observation days.

Figure D.1: Redwood City Rack 2 – 11/1/2016 Figure D.2: Redwood City Rack 2 – 11/2/2016

Figure D.3: Redwood City Rack 2 – 11/4/2016 Table D.1: Bicycle Rack Survey Observed Bikes and Occupancy Rates

11/1/2016 11/2/2016 11/4/2016 11/1/2016 11/2/2016 11/4/2016 Average Bikes Bikes Bikes Occupancy Occupancy Occupancy Occupancy Station Rack Capacity Observed Observed Observed Rate Rate Rate Rate San Francisco 0 0 0 0 San Carlos 40 7 12 8 18% 30% 20% 23% Redwood City 20 11 19 14 55% 95% 70% 73% Palo Alto 184 101 94 96 55% 51% 52% 53% Mountain View 26 26 21 18 100% 81% 69% 83% San Jose 10 5 5 7 50% 50% 70% 57%

Palo Alto 1 24 18 15 19 Palo Alto 2 60 36 26 34 Palo Alto 3 22 8 11 7 Palo Alto 4 2 0 0 0 Palo Alto 5 16 9 9 10 Palo Alto 6 60 30 33 26

Mountain View 1 20 20 15 12 Mountain View 2 6 6 6 6

Redwood City 1 10 6 10 7 Redwood City 2 10 5 9 7

San Carlos 1 10 5 6 3 San Carlos 2 10 1 1 2 San Carlos 3 10 1 1 2 San Carlos 4 10 0 4 1

Total 280 150 151 143 54% 54% 51% 53% CALTRAIN BIKE PARKING MANAGEMENT PLAN - PUBLIC REVIEW DRAFT

Appendix E: Intercept Survey

E.1 Questionnaire

E.2 Results E.7 Caltrain is trying to improve the experience of customers who Are YOU a cyclist? use bikes to get to and from the train. The following questions are intended to help Caltrain We need YOUR help! understand how passengers with bikes use our system.

1 How long have you been riding Caltrain? 2 How often do you ride Caltrain? 7 What is your destination? #.1 This is my first trip Less than once a month I am going to my work or school Less than 6 months 1-3 days/ month 6 months to less than 1 year 1 day/ week I am going home 1 year to less than 2 years 2 days/ week At another location (social/recreational, 2 years to less than 4 years 3 days/ week shopping, medical appoint, airport) 4 years or more 4 days/ week Are you making a round trip today? 5 days/ week 8 6-7 days/ week Yes, I will make a round trip leaving from and returning to the same two stations The following questions are about the specific 4 At which station did you get on this train? Caltrain trip you are currently taking. (this is your Origin station) Yes, I will make a return trip on Caltrain but I may use different stations Where did you start your trip today? 3 ______No, I am only making a one-way trip on Caltrain At my home 5 At which station will you get off the train? 9 What were some of your reasons today for At my work or school (this is your Destination station) bringing a bike on board instead of parking it at a station? (check all statements that apply) At another location (social/recreational, shopping, medical appoint, airport) ______I need a bike on both ends of my trip (I use a bike to ride both to and from Caltrain) How did you get your bike to the station? 6 How do you plan to get your bike to your destination? I need to have my bike with me to run errands / make I rode my bike to the station trips during the day (and my ride took less than 5 minutes) I will ride my bike to my destination (and the ride will take less than 5 minutes) I am not planning to return to the same station so I

I rode my bike to the station need my bike with me THE MORE QUESTIONS ON BACK I will ride my bike to my destination (and my ride took more than 5 minutes) I didn’t feel like my bike would be secure parked at a (and the ride will take more than 5 minutes) My bike was already parked at the station and I station (worried about theft) brought it on board I will leave my bike parked at the Caltrain station Bike parking is full at the stations that I used after getting off the train I transferred (with my bike) from another transit There isn’t any bike parking at the stations I use system or shuttle I will transfer (with my bike) to another transit system or shuttle I forgot something that I need to park my bike at a I was dropped off (with my bike) in a personal car, station (e.g. bicycle lock, BikeLink card) taxi, or shared ride service I will be picked up (with my bike) in a personal car, taxi, or shared ride service Bike parking facilities at the station required I drove (with my bike) and parked at or near a advanced sign-up, cost money or involved rules and Caltrain station I will drive (with my bike) regulations that made it too much of a hassle to use I walked my bike to the station I will walk my bike to my destination I am used to bringing my bike on board- I hadn’t really thought about parking my bike at a station Other ______Other ______Other ______10 How would the following parking facilities or programs at the Caltrain stations you 13 What is your before tax 14 What is your use influence your decision to bring a bike on board the train in the future? household income? age? less than $34,999 Might consider Might consider Under 18 Would not at my at my Destination consider $35,000-$49,999 18-24 Origin Station Station $50,000-$74,999 Abundant, well designed bike racks located in high 25-34 visibility areas $75,000-$99,999 35-44 Secure, “on-demand” bike lockers $100,000-$149,999 (electronic lockers or an enclosed parking facility) 45-54 $150,000-$199,999 Secure, “on-demand” enclosed parking facility (bike 55-64 room or cage) $200,000 or more 65 and older A “reserved” bike locker that is assigned specifically Don’t know to you Decline to state A staffed or “valet” bike parking facility A extensive bike share program 15 What is your race / ethnicity? Designated “overnight” bicycle facilities where I could (check all statements that apply) securely park my bike overnight or even multiple days American Indian / Alaska Native 11 What do you like about bringing your 12 What do you not like about bringing your Asian bicycle on board? bicycle on board? (check all statements that apply) (check all statements that apply) Black / African American Bringing my bicycle on board minimizes my The process of “stacking” my bicycle on crowded Hispanic / Latino overall travel time trains Native Hawaiian / Pacific Islander I do not need to carry any extra locks, cards,keys, Crowding in the bicycle cars etc. during my trip White / Caucasian Inability to sometimes sit within sight-distance of Other I enjoy being a part of the bicycling community my bicycle on the train Decline to state Having to carry my bicycle up and down steps Bringing my bicycle on board minimizes the chances of my bicycle getting stolen The stress that I may be “bumped” or denied 16 What is your gender? boarding if the bike car is full Bringing my bicycle on board minimizes my Female overall travel costs Other ______Male Having my bike with me all day gives me greater flexibility Delcine to state Other ______Caltrain needs your help! Would you be willing to potentially participate in a focus group related to bicycle parking and facilities at Caltrain stations in the fall? If so, please provide your name and contact information below. This information will not be used for any purpose other than to seek potential attendees for one of three focus groups to take place during evening hours along the Caltrain corridor.

Name: Email address: Intercept Survey Responses Responses: All questions

1. How long have you been riding Caltrain?

4 years or more 103

2 years to less than 4 years 69

1 year to less than 2 years 65

6 months to less than 1 year 29

Less than 6 months 54

This is my first trip 7

0 20 40 60 80 100 120

2. How often do you ride Caltrain?

6-7 days/week 11

5 days/week 192

4 days/week 63

3 days/week 32

2 days/week 10

1 day/week 1

1-3 days/month 11

Less than once a month 7

0 50 100 150 200 250

3a. Where did you start your trip today? At another location At my work or (social/recreation school al, shopping, 2% medical appointment, airport) 1%

At my home 97% 3b. How did you get your bike to the station?

Other 0

I walked my bike to the station 2

I drove (with my bike) and parked at or near a Caltrain station 8

I was dropped off (with my bike) in a personal car, taxi, or shared ride service 3

I transferred (with my bike) from another transit system or shuttle 11

My bike was already parked at the station and I brought it on board 0

I rode my bike to the station (and my ride took more than 5 minutes) 215

I rode my bike to the station (and my ride took less than 5 minutes) 57

0 50 100 150 200 250

4. Which station did you get on the train?

4th & King San Jose Sunnyvale 22nd Street Mountain View Redwood City Palo Alto Burlingame Hillsdale San Mateo Tamien Santa Clara Menlo Park Lawrence Millbrae San Bruno San Antonio San Carlos Hayward Park Bayshore California Avenue

0 10 20 30 40 50 60 70 80 90 100

5. Which station will you get off the train?

4th & King Palo Alto San Jose Mountain View Menlo Park California Avenue Redwood City Lawrence Sunnyvale Millbrae Hillsdale San Antonio San Mateo San Carlos South San Francisco Hayward Park Santa Clara Belmont 22nd Street Tamien Mlilbrae Burlingame

0 10 20 30 40 50 60 70 80

6. How do you plan to get your bike to your destination?

Other 0

I will walk my bike to my destination 2

I will drive (with my bike) 0

I will be picked up (with my bike) in a personal car, taxi, or 0 shared ride service

I will tranfer (with my bike) to another transit system or shuttle 4

I will leave my bike at the Caltrain station after getting off the 1 train I will ride my bike to my final destination (and my ride will take 239 more than 5 minutes) I will ride my bike to my destination (and the ride will take less 83 than 5 minutes)

0 50 100 150 200 250 300

7. What is your destination?

At another location (social/recreational, I am going home shopping, medical appointment, 4% airport)

I am going to my work or school 90%

8. Are you making a round trip today?

Yes, I will make a No, I am only making a one-way trip on Caltrain return trip but I may 4% use different stations 17%

Yes, I will be making a round trip leaving from and returning to the same two stations 79%

9. What were some of your reasons today for bringing a bike on board instead of parking it at a station? What were some of your reasons today for bringing a bike on board instead of parking it at a station?

Other 0

I am used to bringing my bike onboard - I hadn't really thought 46 about parking my bike at a station Bike parking facilities at the station required advanced sign-up, 23 cost money or involved rules and regulations that made it too… I forgot something that I need to park my bike at a station (e.g. 1 bike lock, BikeLink card)

There isn't any bike parking at the station I use 6

Bike parking was full at the stations that I used 17

I didn't feel like my bike would be secure parked at a station 68 (worried about theft) I am not planning to return to the same station so I need my 25 bike with me I need to have my bike with me to run errands/make trips 48 during the day I need a bike at both ends of my trip (I use a bike to ride both to 290 and from Caltrain)

0 50 100 150 200 250 300 350

10. How would the following parking facilities or programs at Caltrain stations you use influence your decision to bring a bike on board the train in the future?

Designated "overnight" bicycle facilities where I could securely park my bicycle overnight or even multiple day

An extensive bikeshare program

A staffed or "valet" bike parking facility

A "reserved" bike locker that is assigned specifically to you

Secure, "on-demand" enclosed parking facility (bike room or cage)

Secure, "on demand" bike lockers

Abundant, well designed bike racks located in high visibility areas

0 50 100 150 200 250

Would not consider Might consider at my Destination Station Might consider at my Origin Station

11. What do you like about bringing your bicycle on board?

Other

Having my bike with me all days gives me greater flexibility

Bringing my bicycle on board minimizes my overall travel costs

Bringing my bike on board minimizes the chances of my bicycle getting stolen

I enjoy being a part of the bicycling community on the train

I do not need to carry any extra locks, cards, keys, etc., during my trip

Bringing my bike on board minimizes my overall travel time

0 50 100 150 200 250 300

12. What do you not like about bringing your bicycle on board? What do you not like about bringing your bicycle on board?

Other

The stress that I may be bumped or denied boarding if the bike car is full

Having to carry my bicycle up and down stairs

Inability to sometimes sit within sight-distance of my bicycle

Crowding in the bicycle cars

The process of"stacking" my bicycle on crowded trains

0 50 100 150 200 250

13. What is your before tax household income?

Decline to state

Don't know

$200,000 or more

$150,000-$199,999

$100,000-$149,999

$75,000-$99,999

$50,000-$74,999

$35,000-$49,999

less than $34,000

0 10 20 30 40 50 60 70 80 90

14. What is your age?

65 and older 5

55-64 16

45-54 45

35-44 86

25-34 121

18-24 30

Under 18 6

0 20 40 60 80 100 120 140

15. What is your race/ethnicity?

16. What is your gender?

Gender

3%

27%

70%

Female Male Decline to state

CALTRAIN BIKE PARKING MANAGEMENT PLAN - PUBLIC REVIEW DRAFT

Appendix F: Online Survey Methodology

F.1 Summary

The online survey was opened on November 9, 2016, and was closed on November 28, 2016. The survey was administered through SurveyMonkey. The survey link was distributed through the following channels:

 Email to the Bike Parking Management Plan’s Technical Advisory Committee and other groups  Social Media (Twitter, Facebook, and Google Plus)  News release  Caltrain Website  Visual message signs on the Caltrain platforms

F.2 Online Survey Questions

F.3 Online Survey Results

Thank you for participating in this surveyl

54. One last thing

Would you be willing to potentiallyparticipate in a focus group related to bicycle parking and facilities at Caltrain stations this fall? If so, please provideyour name and email address below. This information will not be used for any purpose other than to seek potential attendeesat one of threefocus groups to take place during evening hours along the Caltrain corridor.

Name

Emall Address Appendix F.3: Online Survey Responses General Ridership Trends

Q1) How often do you ride Caltrain? Most people who responded to the survey are regular Caltrain riders who ride five days per week.

1 day/week

1-3 days/month

2 days/week

3 days/week

4 days/week

5 days/week

6-7 days/week

Less than once a month

Rarely or never

Rarely or never, but I use its bicycle parking facilities

0 100 200 300 400 500 600

Q2) What are the typical reasons why you ride Caltrain?

Other

To go between another location and another location (social/recreational, shopping, medical appointment, etc.)

To go between work/school and work/school

To go between work/school and another location (social/recreational, shopping, medical appointment, etc.) To go between home and another location (social/recreational, shopping, medical appointment, etc.)

To go between home and work/school

0 200 400 600 800 1000

Q3) Most frequently used stations The survey respondents were asked to choose their most frequently used stations; they could select up to five options. San Francisco was the most used stations, with 738 people selecting San Francisco as one of their top five stations. Palo Alto was the second most used station, with 622 selections, and 331 people selected Mountain View as one of their top five stations.

Getting to the Station Q4) How often do you ride a bike to or from a Caltrain Station? Most people rode their bike to and from the station every day.

1 day/week

1-3 days/month

2 days/week

3 days/week

4 days/week

5 days/week

6-7 days/week

Less than once a month

Rarely or never

0 50 100 150 200 250 300 350 400

Q5) When you ride a bike to or from a Caltrain station, which of the following is most often true? Following the trends of previous surveys (the OD survey conducted in 2014, and the on-board survey conducted in mid-2016), most people (78%) who ride to the Caltrain station usually take their bikes on board with them.

I bring my bike on board

I park my bike at a station

I use bike share

Other (please specify)

0 100 200 300 400 500 600 700 800 900

Q6) If you typically bring your bike on board the train, how do you typically get to the station? Most people have a ride that takes longer than 5 minutes. Over 100 people responded that they drive to a Caltrain station with their bike. This represents a market for people who may want have a bike at the destination end of their trip, since they do not use it to get to the station.

Ride my bike to the station, and my ride takes more than 5 minutes

Drive my car (with my bike) and park at or near a Caltrain station

Ride my bike to the station, and my ride takes less than 5 minutes

Transfer (with my bike) from another transit system or shuttle

Other (please specify)

Get dropped off (with my bike) in a personal car, taxi, or shared ride service

My bike is already parked at the station and I bring it on board

Walk (with my bike) to the station

0 100 200 300 400 500 600 700

Parking at the Station It is important to have enough available bike parking at the Caltrain stations. Eighty-five people said that the availability or quality of bike parking is a factor in their decision to ride a bike to or from a Caltrain station (43 people said it did not affect their decision). Approximately half of the respondents said that they would consider parking their bike at a station if there were abundant, well designed bike racks located in high visibility areas around the station.

Q7) How often do you park your bike at a Caltrain station?

1 day/week

1-3 days/month

2 days/week

3 days/week

4 days/week

5 days/week

6-7 days/week

Less than once a month

Rarely or never

0 10 20 30 40 50

Q8) If you typically ride your bike to or from a Caltrain station and park your bike at a Caltrain station, how long does your ride take? 169 people said their ride takes more than 5 minutes, and 17 people had a ride that took less than 5 minutes.

Q9) If you park your bike at a station, how do you get to your final destination?

Walk Take a bus

Transfer to another transit system

Ride a personal bike parked at the other end of my trip Other (please specify) Carpool or use a rideshare service (like Lyft or Uber) Ride a bike from a bikeshare program

0 20 40 60 80 100 120

Q10) When you park your bike at a Caltrain station, what type of bike parking do you use most often?

Bicycle racks

Keyed reserved lockers

Attended Bike Parking Facility at San Francisco Station at 4th & King

Other (please specify)

Bike Room (access-controlled) Palo Alto Station

Electronic lockers (BikeLink)

Bike Storage Shed at Mountain View Station

Bike Storage Shed at

0 20 40 60 80 100 120

After this question, people were asked what they do and don’t like about each type of parking facilities. Responses are summarized below; for categories that had more than 7 responses, a word cloud was created. The word cloud represents just the most common words in the open ended responses and are not meant to be read as phrases. More commonly used words appear larger than less used words.

What do you LIKE about… What do you DISLIKE about…

No responses No responses

Keyed, Keyed,

lockers reserved reserved

Secure, inexpensive, No guarantee of availability, lockers are too small,

lockers at or near capacity

lockers lockers

(BikeLink) Electronic Electronic

Security and availability Poor customer service, cumbersome payment

method, security issues

Shed at at Shed

Mountain Mountain

Bike Storage Storage Bike View Station View

Easy to access; requires key Shared areas mean you must rely on everyone to ensure doors are closed, payment method is

cumbersome.

Park Station Park

Bike Storage Storage Bike Shed at Menlo Menlo at Shed

Seven respondents mentioned they liked the No parking for fat tire bikes, key fob issues, -

security of the room, others mentioned disorganized, non-local ownership, bikes parked

weather protection and design/layout of the impeding others

Station shed

Bike Room (access Bike

controlled) Palo Alto Alto Palo controlled)

Bicycle racks Bicycle

you dochoose Why Q13) not onboard? yourbring to bike The stress that I may be "bumped" or Thethat"bumped"or stressbe Imay denied boarding if the bike car is fulldeniedboarding isbikeifcar the

I don't likecarryingI don't theup mybike Attended Bike Parking Facility at San Sometimes I can't sitSometimesI can't withinsight I have no bike parking availableI haveat no bikeparking

complicated on board the traincomplicatedthe board on Francisco Station at 4th & King The bike cars are too Thetoo crowded bikecars are

The bikeloading Other (pleaseOtherspecify) distance bike my of my destination process isprocess steps - 0 10 20 30

40

50 60 70 80 90

Q14) Why do you typically choose not to park your bike at a Caltrain Station?

I need a bike on both ends of my trip (I use a bike to ride both to and from Caltrain)

I don’t feel like my bike would be secure parked at a station (worried about theft)

I need to have my bike with me to run errands / make trips during the day

Bike parking facilities at the station require advanced sign-up, cost money, or involve rules and regulations that make them too much of a hassle to use Secure bike parking (lockers, sheds, etc.) is generally full at the stations I use

I am not planning to return to the same station, so I need my bike with me

I am used to bringing my bike on board - I hadn’t really thought about parking my bike at a station

There isn’t any bike parking at the stations I use

Bike parking is generally full at the stations that I use

Other (please specify)

I sometimes forget something that I need to park my bike at a station (e.g. bicycle lock, BikeLink card)

0 100 200 300 400 500 600 700

Q15-16) Riding bike share to the station Bike share stations are available in San Francisco, with a smaller network of stations in Redwood City, Palo Alto, and Menlo Park.

How often do you use a bike How long is your ride to the from a bike share program to station? get to or from a Caltrain station?

3 days/week

My bike ride to the station 5 days/week takes less than 5 minutes

1 day/week

1-3 days/month

2 days/week

My bike ride to the station takes more than 5 minutes Less than once a month

4 days/week

0 1 2 3 4 5 0 5 10 15 20

What do you like about using a bike share program? Most people responded that they liked not having to worry about getting bumped, locking a personal bike, or in general, dealing with taking a bike on Caltrain.

What do you not like about using a bike share program? The most common response was that the availability of bikes is unpredictable. Limited stations around the city, poor maintenance, and slow and clunky bikes were also mentioned by a few people.

Q19-24) Using a keyed locker Keyed lockers are available at all but six stations. Five people store their bike on the destination side of their trip (going to work or school), and 15 people ride their bikes from home and park them at a locker during the day. One person acquired their key from the Caltrain offices and 23 people filled out the form with an enclosed check. One person acquired their key from a friend. Ten people who answered the survey have experienced mechanical issues with their locker, and eleven have needed customer assistance with their keyed locker.

How long have you been using a keyed locker?

2 years to less than 4 years 4 years or more 1 year to less than 2 years 6 months to less than 1 year Less than 6 months

0 2 4 6 8 10

How often do you use the keyed locker?

3 days/week

4 days/week

5 days/week

6-7 days/week

Less than once a month

0 2 4 6 8 10

Attitudes about bike parking

Q26) Is the availability or quality of bike parking a factor? 43 Among people who usually parked at the station, 85 said the availability or quality of bike parking was a factor, and 43 did not think it was a factor. 85

Yes No Bike Racks Q27) Woud you consider parking your bike at a Caltrain Station if there were abundant, well designed bike racks located in high visility locations?

517 This question was asked of people who don’t normally park their bike 532 at a station. About half said they would consider parking at a station with better parking facilities.

Q27) What do you like about bike racks? • Ease of access in both arrival and departure. • It's usually quick to get in and out. There is always a space for Yes No me to lock up. • These are my first choice for short term, temporary parking. • I will have my mode of transportation home ready to go when I get off Caltrain. • They are simple, efficient, and quick.

Q28) What do you NOT like about bike racks? • I am concerned that my bike will get stolen. • Bike racks are very helpful although they are full most of the time. Some bikes are there all the time and seem to be abandoned. It would be nice if the authorities check on these bikes regularly and remove the unwanted ones. • Most are still easy to steal from, and abandoned bikes linger for weeks, making it look like nobody monitors the racks. • I only ever take my cheap bike, because it isn't very secure. Since I now use my more expensive bike for my longer daily commute, having a more secure option would be better. • Too few spaces. Often overcrowded, then getting bike into a spot where it can be locked is really hard (physically) or impossible. Not the most secure storage solution. On-Demand Bike Lockers Q30) Would you consider parking your bike at a Caltrain station if there were secure, "on-demand" bike lockers available on a 252 first-come first-served basis?

Q31) What do you like about on-demand bike lockers? 787 • They protect your bike from weather and allow you to lock it more securely than a bike rack. • Much higher security. Fewer stolen components. Provides security for bags and other cargo that you're carrying. Provides protection from the rain, too. Yes No • More efficient utilization than reserved lockers, which could often end up being empty. • I'd have high confidence in leaving my bike in one. • I don't have to commit to using it every day, for I do not ride my bike to work every day; just occasionally.

Q31) What do you like NOT about on-demand bike lockers? • I'm concerned there might not be any lockers available when I show up. • There would need to be enough lockers for some to actually be available. • First come first serve probably wouldn't work for me. I would need to plan to park my bike in advance. • I want the ability to reserve or rent a space ahead of time, so as to insure there would be one open for me when I arrived. • I couldn't rely on them for my daily commute because they might be full. I also worry about security; A good friend of mine lost her bike when one of these turned out to be easily pried open by a thief.

On-Demand Enclosed Bicycle Parking Facilities Q33) Would you consider parking your bike at a Caltrain station if there were a secure, "on-demand" enclosed parking facility (without an attendant) available on a first-come, first-served 344 basis (such as a bike room or cage) at the station?

681 Q34) What do you like about "on-demand" enclosed parking facilities? • More bikes in the same footprint. • I like that they are secure, weather protected, and create a Yes No greater feeling of safety. • More capacity, fair degree of security, relatively easy and cheap. • They are more secure than out in the open but flexible for use when needed. Also, more likely to have availability/space. • These facilities acknowledge the demand for more bike parking while offering security. They allow for more people to use them and don't look imposing. • This maximizes space utilization and should increase security, perhaps with on-site camera surveillance.

Q35) What do you NOT like about "on-demand" enclosed parking facilities? • On-demand, still an issue here. If enough capacity is not present to guarantee a spot I wouldn't be able to plan on using it • A prepaid advance membership card is a no-go for me, need an easy way to just tap and go on demand. • I probably would not use an unattended one unless there were video surveillance or video recording. • Theft is still easy in these without an attendant. • I don't know how you actually make it secure. It only takes one person with access to fall for the temptation of taking equipment from someone else's bike and users start to lose confidence. • At off-peak hours, there might be enough privacy for bike theft to occur. • There will probably be lines and crowding to get in and out. It'll take time.

Reserved Bike Lockers

Q36) Would you consider parking your bike at a Caltrain station if there were a "reserved" bike locker that was assigned 409 specifically to you? 606

Q37) What do you like about “reserved” bike lockers? • I love my bike locker I've never had a lost a bike in the past 30 years of using one! Yes No • I ride my bike every day so I know I always have a secure place to park it. Also keeps my bike out of the weather and out of view. • I love my reserved bike locker that I have. Bike is easy to access, it's very safe and I can leave the bike there safely if I have reason not to ride my bike for a week or more. • I love them. They are secure, protected against weather conditions. I sometimes have to leave my bike overnight and I know that's no problem at all. • This is the absolute best way of parking my bike. I know I will definitely have a spot to park my bike and I can leave my lights, helmet, cycling glasses and cycling gloves on the bike when I park it due to the fully enclosed nature of the spot. My bike is protected from the wind and rain. Potential thieves can't even see if there's a bike in my locker. I use this form of bike parking every day and it is simply perfect! • It is secure and I know it will be available for me when I need it.

Q38) What do you not like about “reserved” bike lockers? • The reservation process is difficult. I have called in the past with no call-back from Caltrain. • Tried before and it was a hassle to get one of these lockers. • People get them and never let them go. I have no idea how people would ever acquire access to one of these once they were originally claimed. • Since it's so cheap, I wonder if there are people who are sitting on the lockers even if they aren't biking. There doesn't seem to be enough of these. • They are often underutilized. People will reserve one but not use it, or use it infrequently. • They are a huge waste of space unless they are always full, which it seems like they rarely are.

Valet Bike Parking Q39) Would you consider parking your bike at a Caltrain station if there were a staffed, secure “valet” bike parking facility, where you could leave your bike with an attendant, who would watch it until 203 you return to the station?

Q40) What do you like about a valet bike parking facility? • An attendant guarantees a safe home for bike. • I feel it is safe to leave my bike there. If it is valet, all that's required is 809 to drop it off; don't have to take time to properly lock up the bike to a bike rack. • This would be the safest option of all. • I like that someone is watching my bike and may be legally Yes No responsible for theft or damage. • Love the idea! Would feel safe leaving my bike there, it's sheltered from the elements, wouldn't need to carry a bike lock. • Favorite option! This seems most secure. Would love this at more locations, especially if payment were through Clipper.

Q41) What do you NOT like about a valet bike parking facility? • I do not like leaving my bike with a valet parking facility because my schedule is too variable and I often need to retrieve my bike after the valet has closed. • Only downside would be if they close early, limited hours, etc. • Not 24 hours, and sometimes limited length I can keep bike there (sometimes I need to keep it there for a week while on vacation). • Concerned about costs being too high for viability and long lines during busy times at the busy stations. • Potential bottle-neck during peak commuting times. • Hours. The one on 4th St closes way too early. Need to make it open all hours the system is running.

Bikeshare Q42) Would you consider parking your bike at a Caltrain station if there were an extensive bike share program available on the other end of your trip? 461

547 Q43) What do you like about an extensive bike share program? • If the all-day rental rates were very, very cheap or a bike share station were available at my work destination, I would consider leaving my bike at home and using bike share from Caltrain to my destination. Yes No • I like the idea of not lugging my bike on the train. I also like the idea of getting from point A to point B without worrying about parking and theft. • Seems like a good option if you don't have a bike or don't want to expose your bike to theft. • Allows flexibility for me. If I didn't bring a bike on the train, I would not have to worry about getting "bumped" on the way home. • Don't have to lug my bike around. Will help me get to more places using public transport. • I love this! I like that I can check ahead of time if there are bikes available, that I don't need to carry a bike up and down stairs and if there was one at my work, I'd cut a big chunk of time off my commute. I like the flexibility it offers.

Q44) What do you NOT like about an extensive bike share program? • I would rather use my own comfortable/familiar bike throughout the day than using a bike share program. It also seems more inconvenient/expensive to do so. • There is no station at my office. So unless I can keep a bike all day it is expensive. • The bikes are heavy, clunky and often the station locations don't work for many destination end points. • No guarantee of bike availability, low quality bikes, doesn't really go many places on the peninsula. • It would just need to have enough bikes so that you don't arrive and find an empty rack. • I personally like having my own bike that I know and can rely on. If I go to a different city, I'd use a bike share program, definitely. • Currently, the "rental" duration is too short to accommodate for my needs

Overnight Parking

45) Is it important to you that there are facilities available for overnight bike parking or bike parking for multiple days in a 452 row? 556

Yes No Q46) What bike parking facilities would you prioritize for investment? Please rank your choices, with 1 as your top choice and 6 as your last choice.

On-demand bike lockers were usually ranked in the top three, along with on-demand enclosed parking facilities. Valet bike parking facilities and reserved lockers ranked fairly evenly across the board; bike share programs were most often ranked 6th (lowest priority). Bike racks were least seldom ranked in an intermediate priority; people seemed to either really want bike racks or not find them useful at all.

400

350

300

250

200

150

100

50

0 Six Five Four Three Two One

Bike racks Bike Share program Reserved bike lockers Valet bike parking facility "On-demand" bike lockers "On-demand" enclosed parking facilities

Q47) Do you have any other recommendations for Caltrain’s bicycle parking facilities? This question has over 500 write in answers; see raw data for individual responses.

CALTRAIN BIKE PARKING MANAGEMENT PLAN - PUBLIC REVIEW DRAFT

Appendix G: Focus Group Meeting Notes Focus Group Meeting #1

The first focus group meeting was held in San Francisco on December 6 near the 4th and King Caltrain Station. There were four participants.

R generally rides his bike to the Mountain View Caltrain Station, brings his bike on board, gets off the train at the 4th and King Caltrain Station, and bikes along the Embarcadero to his final destination. He used to live in Berkeley in the East Bay, so he has experience using the BikeLink e-lockers. However, Mountain View Caltrain Station does not have this bike parking option. He looked into using the Mountain View Caltrain Station Bike Shed, but the process for getting the code was too cumbersome; he would have had to visit City Hall during business hours when he is at work in San Francisco. He used to lock his bike to the racks in Mountain View, but then someone tried to steal his bike, so he now brings his bicycle on board. He gets on Caltrain around 7am in the morning and has never been bumped. At his workplace, there is secure bike parking in the garage. Keeping his bike with him gives him a lot of flexibility (e.g. if he decides at the last minute to stop in Palo Alto for dinner on his way home, he does not have to make an extra trip later to get his bike at the Mountain View Caltrain Station).

J generally rides his bike to the 4th and King Caltrain Station, brings his bike on board, gets off the train in Palo Alto, and rides 3-4 miles to his final destination. He estimates that his commute could be three hours each way if he used transit on each of the origin and destination legs. He looked into the option of storing a bike at each end of his trip, but he has found that it is generally convenient to have your bike with you, just in case. He knows that Caltrain’s bikes on board program is unique in the US, and believes that if bringing bikes on board is restricted at any point, the valet bike parking would be the best alternative for him.

L generally rides her bike to the 4th and King Caltrain Station from her home in the Marina, uses the Bike Station, and travels by train to Palo Alto Station. She previously brought her bike on board, but when her hours changed and she was returning home during the peak times, she started getting bumped. She does not like having to be aggressive on the Caltrain platforms in order to get a space on the train for her bike, and these factors contributed to her shifting to another trip pattern. She also tried to get a locker, but ran into the difficulty of having to write a check. In the end, she gave up on trying and never got a bike locker for herself. She likes the fact that the Bike Station is free to use.

V lives in San Francisco and works in San Jose. She used to use the 22nd Street Station, but was always getting bumped after trying to bring her bike on board. She feels like she has to bring her bike on board because there is no bike parking at the San Jose - Diridon Caltrain Station. Vicky tried the bike share in San Jose, but found that it did not save her any time. She usually rides the bus because the walk to her workplace is not pleasant. She has a membership with Bay Area Bikeshare. She has also noticed that the bikes run out at the San Jose – Diridon Caltrain Station. Bike Share

An attractive feature of bike share is that the users are not liable for thefts as long as they securely dock the bikes at the end of their trips. Palo Alto is moving forward with dockless bikes by using the SMART bike system with GPS (and will end its pilot with the Bay Area Bike Share program). Another aspect of the bike share system that works is that some people use low cost bikes for their commutes when they are worried about theft, so their expectations of the bike share bikes as replacements are low and so they can accept their weight and overall clunkiness.

Bikeshare has a lot of potential around some parts of the Caltrain system, but perhaps not for trips that start or end in single family home neighborhoods. Bike share could be effective at taking bikes off of the train.

Bike Parking Options

No one felt like more bike racks were needed. They generally do not feel secure. The exception is when there is very large number of people who are also parking their bikes at racks (such as in Amsterdam), as then the chances of your bike being stolen are low.

Valet bike parking seems to be a good option for high volume stops, but there is concern that they would be hard to justify at a station like San Jose-Diridon Caltrain Station. There is a need for some sort of “run and drop” option given that the service is for time-strapped commuters, and the valet service might be able to do that. R suggested that the Mountain View Bike Shed be turned over to BikeLink. The Mountain View Bike Shed is potentially unsafe, given that no one can look inside.

To some, the bike lockers look like a lot of work, and just one more thing to add to the process for getting to and from work. They also may be inconveniently placed, which adds time to a person’s trip. They also seem inefficient in terms of use of space, especially compared to the valet parking systems where the bikes are stored in rooms. They are generally considered secure, although it is possible to break into them with a crowbar. The lockers at the 4th and King Caltrain Station are not well placed - they are placed along a relatively dark and unused street that makes them unattractive. The stacked keyed lockers in San Francisco are hard to use, especially for people with less upper body strength. In addition, it feels like the bike lockers at Mountain View are impossible to acquire; it is as if someone needs to die for another person to gain access to them. A problematic feature of the e-lockers is the inability to know in real-time whether there is availability.

There was some concern about leaving bikes in the San Francisco Bike Station overnight. It appears that this is not disallowed, but it is not encouraged. Having parking that was clearly designated for overnight use would be helpful. People would even be willing to pay something for it.

Regarding the need for staffed bicycle stations or self-serve stations, there was support for both, given their space efficiency and the security they provided. There was strong interest in the 24/7 access provided by the self-serve bike storage rooms. It would be additionally helpful if they could be used using an existing payment systems (e.g. ApplePay, Clipper) and not require a standalone, proprietary payment system (e.g. BikeLink).

Bikes on Board

There are two types of bike cars, and the capacities are not the same, so it takes some learning to figure how to use them and optimize your trip when you have a bike with you. The Twitter account for bikes on Caltrain is very helpful, and its usefulness could be expanded if people informed the Caltrain riders if they had taken the last e-locker or if the bike cars were full.

More signage encouraging non-bikers to sit in non-bike cars would be helpful. It’s not that there is a fear that bikes will get stolen so much as it is uncomfortable to be out of sight distance from your bike.

Bikes at Stations

More bike channels would be useful on the staircases, particularly at the 22nd Street Caltrain Station. The need for valet service or a bike room might depend to some extent on the perception of crime in a station area. Because crime is high at the San Francisco Caltrain Stations, for example, the need would be high. Having more activity in general at the stations, such as what happens when there are businesses near or within the station, would have a positive impact on bike parking because of the security improvements.

Main Themes

1. 24/7 access is needed to the bicycle parking area. 2. Registering for some of the biking options is difficult and a barrier to use. 3. Real-time information on bike parking is needed 4. There are many parking options that people are not aware of (e.g. a bike room at Palo Alto, bike racks/lockers at San Jose – Diridon). 5. There is a real need for overnight bicycle parking. 6. Bike share has potential to change habits on the work end of trips. Focus Group Meeting #2

The second focus group meeting was held in Mountain View on December 7 near the Mountain View Caltrain Station. There were four participants.

F works at Stanford and lives in Mountain View. She takes Caltrain every day. Walking to the Mountain View Station from her house would take 40 minutes, and getting from the Caltrain station to her workplace is another 30-40 minute walk, so biking is faster. She would park her bike more often if there were better parking options. She has never been able to figure out how to get a keyed locker. In the past when she has been bumped, she has locked her bike to a rack at the Mountain View Caltrain Station and taken Uber to Stanford. In these situations, she wishes there had been bike racks on the NB platforms so she could quickly locker her bike and get on the train in the few minutes it takes to carry out the boarding process. She adjusted her schedule to avoid getting bumped after being bumped multiple times from the trains that leave around 8:30am.

S walks to Caltrain since moving to San Jose and travels to Palo Alto, however, until recently, she lived in Mountain View and parked her bike at the Mountain View Caltrain Station. She initially tried bringing her bike on board at Mountain View, but found the process too stressful. When she was researching her bike parking options, she viewed the Caltrain website, and saw that there were no available lockers at the Mountain View Caltrain Station. So, she signed up to use the bike shed. She found the bike parking shed at the Mountain View Caltrain Station to be convenient, but noted that since the near year, a new and heavier door was installed, making it physically difficult to park a bike in there. She even injured her shoulder using the bike shed. As a result, she walked to the station more often or just biked all the way to her workplace at Stanford. She thought about coming early to Mountain View to sign out of the bike shed, but the hours were too restrictive. She now lives in San Jose and there is no bike parking in her apartment building or any bike parking on the route to the train.

V lives two miles from the 22nd Street Caltrain Station and works one mile from the Mountain View Caltrain Station and works an 8-5 job. There are bike racks in the neighborhood around the 22nd Street Caltrain Station, but he is pretty sure that his bike would not be there if he parked it there all day. He has had his bicycle stolen in San Francisco. He felt that almost anything for bicycle parking would be a benefit at the 22nd Street Station, except for more racks. He stores his bicycle in his office during the day. He takes a southbound train around 7am in the morning and has never gotten bumped.

P lives in Scotts Valley and travels on Highway 17 by bus to San Jose – Diridon Caltrain Station then to Palo Alto on Caltrain. He keeps his bike at Palo Alto Caltrain Station overnight in the bike room and uses it to get to and from his job at the hospital on the Stanford campus. He has been using his bicycle storage facility for several years and keeps one of his many bikes there for this leg of his commute.

Bike Share

Bike share is not distributed in many useful locations in Mountain View, limiting its usefulness. Stanford does not participate in the bike share system, which limits its usefulness to many people using the Palo Alto Caltrain Station. There is no bike share around the 22nd Street Caltrain Station. The bikes do not look fun to ride. Mexico City has an extensive bike share system, and one person would be happy to use bike share if it was more extensive. People liked that their bikes would not get stolen. It also allows flexibility in case you only want to take a bike one way.

Bike Parking Options

People need a code to get into the Mountain View Bike Shed, and there is the possibility of being followed into the room. It is dark, which could lead to bicycle thefts, even though there is camera. A mesh wall might have been better. However, users are generally not worried about leaving their bike there during the day. The staffed valet services do not offer 24/7 convenience. In places where there are now only bike racks as an option for bicycle parking, a parking shed would be a huge improvement. Parking a bike within the bike shed has to be fairly easy process, though. Lifting a bicycle to an upper rack can be a challenge, and it defeats the purpose for some people who find bringing a bike on board to be too physically challenging. The process for getting the code requires coming into City Hall during work hours, bringing the deposit, a picture ID, and providing a bike number. The Mountain View Bike Shed is not in the best location for people coming to the station from the south. The bike sheds always seem to have room for another bike, unlike the on-demand lockers.

P thinks he originally heard about the Palo Alto bike room on the Caltrain website. He also noted that there is only one space for a fat-tired bicycle.

The locations of the keyed lockers at stations are important. If they cause someone to have to take an indirect path to their platform, they lose their value.

A negative aspect of e-lockers is that there is no way to know if they are available. The cost is also a concern.

In terms of the form of security/payment for bicycle facilities, codes would be the best, cards would be next, but keys are the least desired.

A station like San Jose-Diridon is so big that the location of the bicycle parking is very important and could make the difference in whether it is used or not.

Bikes on Board

The newer trains (Bombardiers) have a rail that gets in the way. It limits the space available for moving throughout the train and for bicycle parking. The bike parking configuration also leads to the bikes leaning at nearly a 45-degree angle and blocking the walkway.

The seats on the Bombardiers trains are too close to the bikes. Sometimes people hit sitting passengers while moving their bikes through the train.

Conductors try their best to help passengers with bicycles to find space. Bringing bikes on board is generally stressful, especially the stacking process and boarding process. When one bike car is full and a conductor indicates that there is space on another car, there is often a race to get the last available on board bike space.

Information

Caltrain could put up signs to indicate where the bicycle parking is located and how to get access to it. Twitter is also a potential vehicle for sharing information and letting people know what kind of bicycle parking is available.

People go to the website to find out about bicycle parking.

People read the take-ones on the trains and this could be a way to disseminate information about bicycle parking.

The CaltrainMe app is not an official Caltrain app, but many people find it useful.

Main Themes

1. The location of the bicycle parking, whatever it is, matters. 2. Bike rooms have great potential. 3. Passengers would like more information on the available bicycle parking options. 4. Passengers would like greater security parking options. 5. The bikes on board process could be improved.

Focus Group Meeting #3

The third focus group meeting was held in San Carlos on December 8 near the San Carlos Caltrain Station. There were four participants.

G lives in San Mateo near Hillsdale Station. He has a short, 4- to 5-minute bike ride to Hillsdale Station from his house. He tries to get the express train to Palo Alto in the morning. He takes the train every day of the week. When he gets to Palo Alto, he bikes to his office at Stanford which is about one mile away. He brings his bike on board because he likes to have it to get to and from office without relying on shuttles. Since he works at Stanford, it is nice to have a bike to get around campus (he uses it during the day). He only has one bike, and doesn’t want to buy another one.

R lives in San Carlos, about 1-1.5 miles from the Caltrain station. He used to ride Caltrain 5 days a week, but is temporarily only riding 2 days a week due to family obligations. He has been riding Caltrain for 20 years and has watched the evolution of the service, in regard to express services and bike access. He parks his bike at a locker in San Carlos and boards the 7:57 train to Lawrence. He has a locker at Lawrence, where he collects a second bike to travel 1-1.5 miles to his office. He uses two reserved lockers to complete his trip, rather than bringing his bike on board because he got tired of dealing with the bike car. The bike car can be a frustrating experience with the stacking, the monitoring, and the lack of seats. The bike car has a lot of bikes and a limited amount of space. He says his commute is more enjoyable without that angst of needing to deal with the bike car. If he boarded at the end of the line (first on, first off) he might continue to take his bike on board, but because he rides from the middle of the line to middle of the line, using the bike car can be awkward - there’s never a full stack to Lawrence. He has had two bikes stolen at Caltrain stations (one in the middle of the day, one overnight). After the thefts, he looked into the bike locker option and found the price very reasonable. He says it is a much more pleasant experience not having to deal with the bike car. In the summer months he occasionally bikes one-way and will use the bike car the other way. He finds that the occasional use of the bike car is OK.

M has been a daily Caltrain commuter for about 10 years. He used to live in SF and travel to Palo Alto, but now he lives in Millbrae and commutes to Palo Alto. He has had bike lockers at San Jose, Sunnyvale, and now at Palo Alto. Now that he lives in Millbrae, he typically walks to the train, since he doesn’t really need to bike to the station. He rides Caltrain to Downtown Palo Alto. He has a bike in a locker in Palo Alto. He also has used the Palo Alto bike room. He needs a bike to get to his job in Palo Alto. About once a week he still brings his bike on board. He prefers using the secure bike room to risking getting bumped. He says the bike car can be extremely chaotic and a mob scene and it is much less stressful to get to sit in any other car and be able to get a seat.

K is a daily Caltrain commuter and takes the Hillsdale bullet to San Francisco. She brings her bike on board and uses her bike on both ends of her trip, about 1.5 miles on each end. In the summer, if she starts to get bumped she will leave her bike or scooter overnight at the San Francisco Bike Station. Her husband bought her a folding bike because she got tired of being bumped and dealing with the bike car, but she found the folding bike too heavy and too slow, so she doesn’t use it often. Bike Share

Among the participants, there seems to be miscommunication about pricing and usage rules surrounding bike share. The participants found daily passes ($9) to be too expensive and did not think 30-minute trips was sufficient time. The cost of bike share is too much when reserved lockers can be rented for $5 a month.

Bike share has potential when there’s density and critical mass. But there was concern that it won’t work well in the single family residential areas of the Peninsula. Similarly, there was concern regarding the practicality of bike share for office buildings in the Peninsula, many of which are in suburban office parks, where every office building would require its own bike stand.

Secure Bike Parking

Participants had used group bike parking at the San Francisco Bike Station (valet), Civic Centre BART Station, and Palo Alto Caltrain Station.

Signage and advertising at Palo Alto could be improved. One participant did not know about the bike room until stumbling across it by accident. Now he uses it regularly.

One participant had used the Civic Centre BART Station’s secured bike parking and liked the glass design with high visibility. He suggested that if implemented, secured bike parking needs to be truly secured, in highly visible locations and with cameras.

Participants were split on whether or not 24-hour access to bikes was essential. They generally agreed that it was a nice feature to have, in case plans change or you can’t make it back to the bike station before closing. One participant had experienced not being able to get to the San Francisco Bike Station before it closed and was charged for leaving the bike overnight. One participant said that 24-hour access isn’t that important since they are tied to the train schedules.

Most agreed that flexibility and convenience is key. For example, a valet parking facility is convenient but only if you don’t have to wait long to drop off or retrieve a bike.

More secure parking (like lockers, bike rooms) at destinations throughout the city, not just Caltrain stations, would be beneficial.

Bike Parking Options

Participants like the idea of on-demand lockers, but expressed a concern that they might be full when they arrive at the station, which can significantly affect your plans. Ideally it would be good to be able to see the status to see whether there are empty ones. Being able to reserve or book lockers in advance would be nice, so you can make your travel decisions before leaving the house. It was suggested to build the program (number of lockers or pricing) so you always have enough capacity. Integration of e-lockers with Clipper cards was also suggested.

Caltrain Reserved Lockers

One participant, who uses reserved lockers, noted that there is a perception that lockers are underutilized and that there is an opportunity to improve that.

Participants who use Caltrain lockers find the system very antiquated. The existing model requires renters to send in a check and doesn’t allow for users to pay for more months in advance. It was suggested to permit leaving a credit card on file or accepting post-dated checks to allow payments 12 or 18 months at a time.

Participants also found it hard to get ahold of customer service and that they do not do a good job of following up. One participant stated it feels like there is poor communication between customer service, operations, and finance at Caltrain who each have a part in managing the keyed locker rental program. They felt like there isn’t one dedicated staff person to properly manage the program and respond to customers in a timely manner. It was noted that the locker rental customer service phone number is often not answered and instead requests customers to leave a voicemail. Voicemails are often not responded to, so it is hard to get ahold of anyone to address questions or issues.

One participant has had lockers at different stations over the years. The participant noted that he had changed jobs and destination stations and attempted to contact Caltrain to terminate his locker rental agreement and return the locker key. He was unsuccessful in getting a response through the customer service phone number. When he stopped paying for the locker, he received no follow-up or notice letter. The participant wonders whether or not they still have lockers assigned in their name, or if the lockers have been re-keyed and reassigned to another customer. Based on his experience, the participant questions whether or not Caltrain actually knows which lockers are rented out and being used for bike storage.

It was suggested to make sure that lockers are being used for their intended purpose, particularly at stations that have high demand and are full. Lockers should be regularly used for bikes, not left empty for extended periods or used for storage of other materials.

Information

Participants get information from Twitter (including @BikesOnCaltrain), and Facebook groups (general, not specific to bikes). They will visit the Caltrain official website for schedules and holiday-specific information.

The CaltrainMe App is useful and used by a number of the participants.

It was suggested that more travel information be included on printed schedules (lost and found info, phone numbers, etc.).

General Cycling Improvements

The Gallery cars are much more inconvenient than the newer ones. The location of bike parking shows how much Caltrain is committed to that the mode of cycling. Cyclists do not want to go through the parking lot to get to the bikes. It does not make sense to prioritize car parking when you can fit 70 bikes in the space of only a couple cars.

Near station improvements (e.g. bike lanes, light triggers) and connections to regional trails are needed. There is a need to coordinate more with all the regional agencies and municipalities. If Caltrain can influence the development and investment in local station areas and transportation connections, it would be a big win for cyclists.

Bike tags can be hard to find – they need to be much more available, especially for people who are new to the train. Conductors only have tags one in five times.

Main Themes:

1. Location of bike parking is important. 2. There is a preference for convenient and secure bicycle parking options. 3. Customers want certainty in knowing what parking options will be available to them. 4. Customers want better customer service/management of lockers and an easier renting and payment process. 5. More information (signage, printed materials) about bicycle parking is desirable.

CALTRAIN BIKE PARKING MANAGEMENT PLAN - PUBLIC REVIEW DRAFT

Appendix H: Peer Agency Research

During the course of the project, peer agencies and vendors were contacted to gather information about how bicycle parking was being managed elsewhere. The team was able to get detailed information from a total of nine agencies and vendors. These contacts were asked about the types of bicycle parking they provided, the capital, maintenance, and operating costs of these bicycle parking facilities, and other insights about how bicycle parking could be effectively managed. The responses are summarized in the following two tables. The first table describes bicycle parking that is provided through contractual arrangements, and the second table describes bicycle parking that is provided in-house by agencies. Contracted Bike Parking Facilities

Caltrain LA Metro BART TransLink Dutch Railways

Bicycle parking facilities exist at all Staffed, Secure Facilities: Bike 410 railway stations; 450,000 Staffed, Secure Facilities: Bike Hub Stations at Berkeley, Fruitvale, and bicycle parking spaces at El Monte Bus Station, capacity Staffed, Secure Facilities: Bike Uptown BART Stations (598 for 56 bicycles, staffed 7am to Station at 4th & King Caltrain spaces) Unstaffed, Secure Facilities: Two The type of facility typically 11am and available to registered Station, capacity for 250 bicycles, bike Parkades in operation (two reflects the number of spaces users 24/7; Bike Hub at Hollywood staffed and available to the e-Lockers: BikeLink e-Lockers at 37 under construction, one planned) required based on demand. Contracted Bicycle Parking and Vine, capacity for 64 public 6:30am to 8:30pm on stations (1500 spaces) Keyed lockers are used at stations Assets bicycles, staffed 7am to 11am weekdays Keyed Lockers: 400 lockers at with small demand (up to 200 and available to registered users Unstaffed, Secure Facilities: SkyTrain Stations and select bus spaces); stations with medium 24/7 e-Lockers: BikeLink e-Lockers at BikeLink Storage Rooms at Civic exchanges demand have automated Sunnyvale Station (Four spaces) Center, Embarcadero, Berkeley secured parking (200-1000 Unstaffed, Secure Facilities: See and Ashby BART Stations (313 spaces); stations with large above spaces) demand have staffed parking facilities (1000+ spaces)

Keyed Lockers: NS (railway Staffed, Secure Facilities: Bike Hub operator) Unstaffed, Secure Facilities: Staffed, Secure Facilities: Bike Hub e-Lockers: eLock Technologies Rocksolid Enterprises Inc Vendors Staffed, Secure Facilities: Bike Hub Unstaffed, Secure Facilities: NS e-Lockers: eLock Technologies Unstaffed, Secure Facilities: Bike Keyed Lockers: C-Media Staffed, Secure Facilities: NS Hub subcontractors

Staffed, Secure Facilities: Agreement for Management Services with Not-to-Exceed Costs and Options for New Locations

Staffed, Secure Facilities: e-Lockers: Purchase Agreement Unstaffed, Secure Facilities: NS is a crown corporation with a Commercial Lease through Sole-Source Standard services contract Staffed, Secure Facilities: concession agreement to Contract Type Procurement; Operating Operating Agreement operate passenger railway e-Lockers: Purchase Agreement; Agreement with Not-to-Exceed Keyed Lockers: Standard services service Annual Operating Agreement Costs contract

Unstaffed, Secure Facilities: Agreement for Management Services with Not-to-Exceed Costs and Options for New Locations

Staffed, Secure Facilities: Five years Staffed, Secure Facilities: Three Unstaffed, Secure Facilities: Three NS has a concession agreement years, with two, one-year options e-Lockers: Annual operating years Duration of Agreement Staffed, Secure Facilities: TBD for using the national rail network agreement until 2025 (renewed 2015) e-Lockers: One year Keyed Lockers: Five years Unstaffed, Secure Facilities: Five years

1 Contracted Bike Parking Facilities

Caltrain LA Metro BART TransLink Dutch Railways

Staffed, Secure Facilities: staffing, Unstaffed, Secure Facilities: daily incident response, routine operations & maintenance cleaning, reporting, user (ensure physical access, remove surveying, retail and repair, A condition of the NS concession dirt, trash, graffiti, maintain state marketing, security, user claims, agreement is that secured Staffed, Secure Facilities: bicycle of good repair), maintain racks Scope of Services (e.g. coordination with eLock bicycle parking be provided storage, staffing, removal of and ensure availability, perform maintenance of facilities, during the times trains are abandoned bicycles "as and when requested" repair abandoned bicycle Staffed, Secure Facilities: Bicycle e-Lockers: software, customer running. services removal, bicycle storage, staffing service e-Lockers: equipment, license maintenance, bicycle NS and its subcontractors provide fee, transportation, installation, Keyed Lockers: customer service, rental, security, staffing) Unstaffed, Secure Facilities: customer service, user maintenance, customer service manage subscriptions/payments, staffing, incident response, routine registration, and provide staffing bi-annual routine maintenance & cleaning, reporting, user for facilities. cleaning, as-needed repairs and surveying, retail and repair, graffiti removal, removal of marketing, security, user claims, abandoned bikes coordination with eLcok

Staffed, Secure Facilities: Staffed, Secure Facilities: $500,000 ~$750,000 per location for design and construction; up to $130,000 in initial furnishings and Staffed, Secure Facilities: $4000- e-Lockers: $3,086/locker; equipment, up to $135,000 for the $10,000 per space; El Monte Bike ~$3,640/locker with installation & Start-up Costs Unknown first 18 months during start-up Hub was $635,000 and Hollywood gateway and Vine Bike Hub was $550,000 e-Lockers: $10,800 in capital costs Unstaffed, Secure Facilities: for four spaces ~$500,000 per location; $28,000 for BikeLink access kiosk

Bay Area Air Quality Funding for capital investments Management District (BAAQMD), comes from the national Capital Cost Funding Grants FTA, MTC, BART Capital Funds, government (50%) and the local Sources State of California, Station Project government (municipal or Funds provincial, 50%) Staffed, Secure Facilities: ~$80,000 per location Staffed, Secure Facilities: $81,672 Unstaffed, Secure Facilities: e-Lockers: ~$120/locker/year per year in operating costs for the $1,500/month per location (service plan) first three years of operation (after Staffed, Secure Facilities: $60,000 Recurring Costs (to agency) the start-up period), $65,000 in Keyed Lockers: $1,500/month Unknown to $200,000 per location Unstaffed, Secure Facilities: Year 4 and $60,000 in Year 5 (new in 2017; previously no cost to ~$15,000 per location plus license agency, costs were covered with agreement: 50 spaces: e-Lockers: $140/year/space ad revenue) $494/space/year; 100 spaces: $278/space/year; 200 spaces: $154/space/year

2 Contracted Bike Parking Facilities

Caltrain LA Metro BART TransLink Dutch Railways Unstaffed, Secure Facilities: General operating funds Staffed, Secure Facilities: PCJPB Grants and car parking revenue, Operating Cost Funding (Caltrain), City of San Francisco Staffed, Secure Facilities: Federal Keyed Lockers: Until recently, City of Berkeley, BART Operating Operations funding is paid Sources Transit Administration these were operated at no cost Funds partially by NS (railway operator) e-Lockers: PCJPB (Caltrain) to TransLink given that a vendor and the local government could generate their own advertising revenue Staffed, Secure Facilities: # bikes parked, active users, registered users, cost per bike parked To qualify for capital and Unstaffed, Secure Facilities: maintenance funding from the Staffed, Secure Facilities: None e-Lockers: # rentals, unique cards Exception reports Standards/Performance national government, Staffed, Secure Facilities: None used, total parked hours Measures, if any new/upgraded facilities must be e-Lockers: None Keyed Lockers: Regular reporting designed to meet demand until Unstaffed, Secure Facilities: # on occupancy (% rented) 2030 bikes parked, active users, registered users, cost per bike parked

Staffed, Secure Facilities: Caltrain, ProRail (National Government Real Estate Department All: BART, Customer Access Staffed, Secure Facilities: Station All: TransLink Infrastructure Agency), Station Project Managing Department Department and Access Access Planning Department (Station Planning e-Lockers: Caltrain, Contracts Programs Group) and Procurement

C-Media collects the $10/month rental fee and also earns revenue from ads on the outside of bike Management Service Agreement There are several other stations lockers. Ad revenue used to is not exclusive with BikeLink e-Lockers, but they Additional bike hubs are being cover maintenance costs, but are owned by cities or local built and planned by LA Metro recently new locations have Additional/Interesting Service and operations plan does agencies been added with limited ad Features not include repair for vanadlism, Several cities in the area have revenue potential, so TransLink abnormal use, exterior cleaning, e-Lockers have an estimated 25- built their own Bike Hubs has agreed to pay C-Media. C- graffiti removal, and other year useful life Media also works with TL to exclusions evaluate locker allocation and potentially move empty lockers to stations with waitlists.

Need a dedicated vendor to Bike racks are still very popular manage a locker rental program Lessons Learned that can maintain high standards Retrofitting keyed lockers to e- and provide dedicated customer lockers is not recommended service

3 In-House Bike Parking Facilities

Caltrain LA Metro BART Boulder County RTD Keyed Lockers: 896 Keyed Lockers: 369 Unstaffed, Secure Keyed Lockers: 750 Bicycle Parking Assets Provided In-house Keyed Lockers: 995 spaces spaces lockers Facilities: Four facilities spaces Keyed Lockers: $1000- Keyed Lockers: $1000- $2000 per locker plus Keyed Lockers: $1000-$2000 Unstaffed, Secure $2000 per locker plus transportation and Keyed Lockers: $2000- Start-up Costs per locker plus transportation Facilities: $150,000 to transportation and installation costs (although $3000 per locker and installation costs $750,000 per facility installation costs BART is not planning for more purchases)

Keyed Lockers: Keyed Lockers: Unstaffed, Secure $100,000/year (offset by Recurring Costs Keyed Lockers: $189,000/year Information has been Keyed Lockers: Minimal Facilities: $6000/year $30 user fee for six-month requested lease)

Keyed Lockers: LA Metro, Keyed Lockers: BART, Unstaffed, Secure Keyed Lockers: Caltrain, Keyed Lockers: RTD, Managing Department TAP (Fare Collection Customer Service/Pass Facilities: Boulder County Finance Customer Service System) Department Office DOT, Multimodal Division

Unstaffed, Secure Keyed Lockers: Lease Keyed Lockers: Lease Standards/Performance Measures, if any Keyed Lockers: None Keyed Lockers: None Facilities: % of spaces rates rates occupied Keyed Lockers: One FTE in Keyed Lockers: operations Unstaffed, Secure Staffing Requirements Keyed Lockers: 2-3 FTEs Information has been Keyed Lockers: Minimal (maintenance) and one Facilities: < 1 FTE requested FTE in adminstration (leasing) The County felt that they Many of the existing Keyed locker registration had to build these keyed lockers will remain Additional/Interesting Features and waiting list are facilities because the in place for many more managed on-line transit agency was not years acting Expecting that TAP card will be used to open Customer service largely If RTD could start from lockers in the future; involves key issues, and Lessons Learned scratch, it would have planning to extend the BART has locksmiths on purchased e-Lockers use of TAP cards for bike staff share CALTRAIN BIKE PARKING MANAGEMENT PLAN - PUBLIC REVIEW DRAFT

Appendix I: Bicycle Parking Configurations

This appendix outlines the various types of bike parking equipment Caltrain may consider to meet its bike parking needs. This includes the recommended composition and layout for simple and secure parking types. Types and quantities build upon the Caltrain Bike Parking Goals and Performance Measures Spreadsheet which outlines the existing and anticipated future bike parking spaces to provide an estimation of how each station performs against others.

It is important to note that these bicycle parking configurations are illustrative only and simply serve as examples of different bike parking facility configurations and costs. Detailed planning and feasibility studies for Caltrain’s future bike parking facilities will be completed as part of implementation of the Bike Parking Management Plan. Other types of bike parking facilities, beyond those shown in this appendix, may be considered and studied as well, particularly as technology and products in the industry continue to evolve.

Table I.1 outlines the capacity, price per unit, and estimated cost per bike for each parking type. Descriptions and installation considerations are included with each description.

Table I.1 Bicycle Parking Capacities and Costs Bicycle Parking Type Capacity Per Price Per Unit* Cost Per Bike** Unit Inverted U Rack 2 bikes $140 ‐ $240 $70 ‐ $120

Covered Inverted U Rack 10 bikes $4,000 ‐ $6,000 $400 ‐ $600

Standard Bike Locker 1 bike $1,200 ‐ $1,800 $1,200 ‐ $1,800

On‐Demand Bike Locker 4 bikes $7,600 ‐ $8,000 $1,900 ‐ $2,000 (elocker)

High‐Volume Bicycle Parking ~62 bikes $68,200 ‐ $99,200 $1,100 ‐ $1,600 Room (Low Security) High‐Volume Bicycle Parking ~62 bikes $86,800 ‐ $111,600 $1,400 ‐ $1,800 Facility (High Security) * Typical example. Capacity can vary across vendors and models. ** Other associated costs not included in the price include: shipping and installation, site planning and survey, site preparation and land acquisition. These items are not included because they are highly variable, and dependent on the specifics of the site and the type of parking being installed.

Inverted U Rack The inverted U rack is the least expensive and most convenient bicycle parking option, though it also provides the lowest level of security: unless covered, bicycles are fully exposed to weather and potential vandalism with this parking type.

Advantages of the inverted U rack include a) its compatibility with all types of locks, b) its fit for all shapes and sizes of bicycles, including bicycle trailers, cargo bikes and c) its ability to easily accommodate a locking strategy used by some bicyclists which includes using one or more locks to detach the front wheel from the frame and lock both and the frame to a single rack. For short‐term needs, inverted U‐racks are recommended.

Siting and Installation Considerations Inverted U racks are manufactured in a variety of materials and can be coated in various finishes. The material and finish selected will determine the following factors: unit cost, life cycle, likelihood that maintenance will be needed, and its ability to protect bicycles from being scratched or damaged.

To maximize use, security and user convenience, inverted U racks should be located as close as possible to the station entrance or platform without interfering with pedestrian or motor vehicle movements. Inverted U racks are simple to install and can be located on most surfaces.

Individual inverted U‐racks can be installed adjacent to the row of covered racks, or elsewhere for additional layout flexibility. Where eight or more covered inverted U‐racks are planned, the open shelters can be placed side by side for greater efficiency. When configured this way, each additional cover offers a cost savings since the structure can share a common support.

Covered Inverted U Rack Providing a cover for most inverted U racks at Caltrain stations is highly recommended. A well‐designed cover will protect the bicycles from the damaging effects of rain and sun. The cover can be provided in a variety of ways, such as through the integration of a shelter into the overall rack design, through the provision of a stand‐ alone shelter for a set of racks, or by locating the racks under an existing structure or building overhang.

Siting and Installation Considerations Placing the rack under an existing overhang or within an existing building is often the most cost effective solution, however the vertical height, orientation and extent of the overhang will determine how effective it may be at providing weather protection. Siting considerations should include proximity to the station entrance or platform, presence of or need for lighting, and potential for public surveillance or degree of seclusion.

Short‐term parking can include different configurations of covered and uncovered bike parking, consisting of an open shelter over inverted U‐racks. One recommended configuration consists of five inverted U‐racks that hold 10 bikes in total (two bikes per rack, with one bike on each side). A possible configuration includes four inverted U‐racks under a covered shelter, and one inverted U‐rack outside the covered area for a total of 10 short‐term bicycle parking spaces. See Figure I.1, below, for a typical covered inverted U‐rack layout and dimensions. The layout illustrates a cover over four inverted U‐racks, as a standard free‐standing structure from a bicycle parking vendor such as Dero can accommodate four inverted U‐racks.

Figure I.1 Typical Covered Inverted U‐Racks Keyed Bike Locker Standard bike lockers are enclosed, standalone units that provide a high level of security and protection from the weather. Lockers provide a secure place to leave a bicycle for multiple hours to multiple days. An advantage of this type of equipment is that a transit user who regularly bikes to a Caltrain station can be guaranteed a high security parking spot regardless of their arrival time.

Most transit agencies manage lockers on a prearranged, rental basis. A small fee is typically required, a specific locker at a specific station is assigned, and the duration of the rental is usually limited to three months, six months or a year (with optional renewals). The process of prearranging a rented locker for a set period of time requires advanced planning by the customer and agency staff time to coordinate unit assignments, key distribution, inspections, and financial transactions.

Siting and Installation Considerations In a standard configuration, each locker unit provides two storage spaces; each of which can serve one bike/customer. However, other configurations are also available, including upright lockers, stacked lockers, and lockers shaped as wedges and arranged in a pie shape.

Electronic Bike Locker Newer technology has emerged to provide on‐demand, hourly rental of bicycle lockers on a first‐come first‐ served basis, called on‐demand bike lockers or e‐lockers. By adding a device that can read smart cards to the locking mechanism, the locker units can be rented on an as‐needed basis. The smart cards hold monetary value and allow access on a bike‐up/walk‐up basis to any locker not already in use. Parking can be priced by the hour or other time increments and the system can be programmed to offer a pricing structure that fits the financial goals and needs of the operating transit agency. Smart cards can typically be ordered through a website. It may be possible to integrate bicycle parking costs with transit fares through use of a single card and card‐reading system, though this is rare.

In the Bay Area, BikeLink operates these on‐demand bicycle lockers in a number of cities and near BART stations.

Figure I.2 shows a typical e‐locker parking layout.

Figure I.2 Typical E‐Locker Quad Bicycling Parking Layout High‐Volume Bicycle Parking Room (Low Security) A high‐volume bicycle parking facility can be provided in a dedicated space and may be access controlled. This can be under a special structure or in a room within a building at a rail station. The nature and size of the space will depend on whether it is designed as part of the original station, or retrofitted into an existing station site.

Typically, inverted U racks, wall racks, and/or two‐tier racks are provided inside the facility. When access control is not provided, this approach offers weather protected bike parking on an as‐needed, no‐fee basis. It also allows users of the facility to come and go as they please without having to acquire an access card or membership. However, due to a lack of access controls, this facility provides only a marginal increase in security. Nonetheless, it is relatively low in cost and easy to use.

High‐Volume Bicycle Parking Facility (High Security) A high‐volume bicycle facility that is access controlled provides one of the best ways to provide a high level of security and weather protection that is more convenient than traditional rented lockers. These facilities typically contain a mix of racks, including inverted U, wall mount and two‐tier to enable a large number of bicycles to be parked in a small area, as well as to accommodate a wide range of bikes and type of bicyclists, including bikes with trailers and cargo bikes.

Access is typically limited by fully enclosing the facility and providing an electronic access card, on a prearranged, fee‐for‐service basis. To add another level of security, these facilities can include cameras to monitor users.

Figure I.3 shows a typical high capacity shelter layout.

Figure I.3 Typical High Capacity Bike Parking Shelter Layout Mixed Bicycle Parking Each Caltrain station should provide a mix of formal parking that requires pre‐registration and security and parking that can be used on a casual or one‐time basis. As such, the following provides some configurations for mixed parking.

Figure I.4 shows one potential configuration of for five inverted U racks and four bike lockers for a total of 10 short‐term bike parking spots and four long‐term bike parking spots. Additional bike parking to meet performance targets should be sited to maintain convenience, accessibility, and visibility.

Figure I.4 Standard Bike Parking Configuration

Bike Share

Table I.2 outlines the general siting guidelines for Social Bicycles’ bicycle racks. Bike share should also be incorporated into wayfinding, kiosks, informational brochures, system maps, and other materials. Please refer to the NACTO Bike Share Station Siting guidelines, for general siting guidance.1

Table I.2 Social Bicycles Station Siting Guidelines Bike Rack Sign Size Capacity Total Length Total Width Installation Orientation Requirements Straight Compact 5 – 25 bikes 14’ 9” – 63’ 11” 5’ 9½ “ N/A (29 ½” per bike) Straight Large 5 – 25 bikes 14’ 11” – 64’ 1” 5’ 9½ “ N/A Straight Kiosk 5 – 25 bikes 15’ 1” – 64’ 3” 5’ 9½ “ kiosk and/or kiosk base plate must be anchored to concrete or asphalt surface Left Compact (sign on 5 – 25 bikes 14’ 9” ‐ 63' 11" 5’ 2½” N/A left) Left Compact (sign on 5 – 25 bikes 15' 10" ‐ 65' 0" 5’ 2½” N/A right) Left Large (sign on left) 5 – 25 bikes 14’ 11” ‐ 64' 1" 5’ 2½” N/A Left Large (sign on right) 5 – 25 bikes 16' 0" ‐ 65' 2” 5’ 2½” N/A Left Kiosk (kiosk on left) 5 – 25 bikes 15' 1" ‐ 64' 3" 5’ 2½” kiosk and/or kiosk base plate must be anchored to concrete or asphalt surface Left Kiosk (kiosk on right) 5 – 25 bikes 16' 2" ‐ 65' 4" 5’ 2½” kiosk and/or kiosk base plate must be anchored to concrete or asphalt surface Source: Social Bicycles Station Siting Guidelines

1 https://nacto.org/wp‐content/uploads/2016/04/NACTO‐Bike‐Share‐Siting‐Guide_FINAL.pdf Table I.3 Straight Orientation/Compact Sign Siting Example for Social Bicycles

CALTRAIN BIKE PARKING MANAGEMENT PLAN - PUBLIC REVIEW DRAFT

Appendix J: Cost Estimates for Management Options

J.1 Introduction

As part of the Bike Parking Management Plan, three initial alternative management options were developed to determine the best management approach for Caltrain as it expands and improves its wayside bike parking facilities.

These three options were compared in a number of ways, including how much they would cost to Caltrain. To compare costs, a common set of wayside bike parking investments was developed. Cost estimates were developed to reflect how much this common set of improvements would cost under each of the three management options.

The cost estimates include start-up costs, which mostly relate to the equipment or construction of bike parking facilities, on-going costs, which include cost items like salaries and operating agreement cost, and revenues, if any.

Finally, the cost estimate for the Hybrid Management Approach, which is recommended for implementation in the Bike Parking Management Plan, is shown.

J.2

The cost estimates are shown on the following pages. Existing Bike Parking Management System

Estimated Annual Operating Expenses (1) Cost Item Allocated Costs Vendor and Purchase Costs

Units Unit Cost Item Cost Units Unit Cost Item Cost Bike Parking Management Team ‐ Vendors N/A N/A N/A LS $0 $0

Bike Parking Dedicated Staff #1 N/A N/A N/A N/A N/A N/A

Bike Parking Dedicated Staff #2 N/A N/A N/A N/A N/A N/A TASI ‐ Staff and Materials N/A N/A N/A LS $90,000 $90,000 Salary ‐ Legal LS $5,000 $5,000 N/A N/A N/A e‐Locker Fees N/A N/A N/A 4 $120 $480 Stations Manager 15% $196,696 $29,504 N/A N/A N/A

Treasury Revenue Manager 20% $188,144 $37,629 N/A N/A N/A Finance, Bike Locker Administrator 100% $136,832 $136,832 N/A N/A N/A

Marketing, Web Developer 2% $171,040 $3,421 N/A N/A N/A Real Estate 2% $171,040 $3,421 N/A N/A N/A Bike Station Fees N/A N/A N/A 1 $81,672 $81,672 RECURRING EXPENSES $215,807 $172,152

Annual Operating Expenses Total $387,959

Estimated Revenue (2) Average Unit Item Units Revenue Revenue Keyed Locker Revenues 995 $34 $33,784 TOTAL REVENUE $33,784

COMBINED RECURRING COST TOTAL $354,175

Notes: 1. The operational expenses are detailed cost estimates only and were developed for planning purposes as part of the Bike Parking Management Plan. Note that staff expenses include the fully burdened staff rate (salary + benefits). It is anticipated that detailed cost and financial planning for the bike parking system and its operational expenses will be included as part of implementation of the Bike Parking Management Plan. These cost estimates may be revisited and revised in the future.

2. Anticipated revenue is based on current annual revenue estimates from the existing keyed locker program. This revenue is deposited into the JPB's General Fund and is not used to directly supplement the costs of the program. DECENTRALIZED OPTION

Estimated Near‐term Facility and System Investments in Bike Parking System (1) Cost Item Allocated Costs New Hire Costs Vendor and Purchase Costs Start‐up Costs Units Unit Cost Item Cost Units Unit Cost Item Cost Units Unit Cost Item Cost

Purchase & Install Bike Racks 426 $50 $21,300 N/A N/A N/A 426 $200 $85,200 Purchase & Install & Start‐up e‐Lockers N/A N/A N/A N/A N/A N/A 0 $3,641 $0 Staffed Secure Facilities N/A N/A N/A N/A N/A N/A 0 $500,000 $0 Unstaffed Secure Facilities N/A N/A N/A N/A N/A N/A 0 $125,000 $0 Automated, on‐line keyed locker/secure facility registration N/A N/A N/A N/A N/A N/A 1 $30,000 $30,000 TOTAL $21,300 $0 $115,200 Facility and System Investment Cost Total $136,500

Estimated Annual Operating Expenses (2) Cost Item Allocated Costs New Hire Costs Vendor and Purchase Costs

Units Unit Cost Item Cost Units Unit Cost Item Cost Units Unit Cost Item Cost Bike Parking Management Team ‐ Vendors N/A N/A N/A N/A N/A N/A N/A N/A N/A

Bike Parking Dedicated Staff #1 N/A N/A N/A N/A N/A N/A N/A N/A N/A

Bike Parking Dedicated Staff #2 N/A N/A N/A N/A N/A N/A N/A N/A N/A TASI ‐ Staff and Materials N/A N/A N/A N/A N/A N/A LS $90,000 $90,000 Salary ‐ Legal LS $5,000 $5,000 N/A N/A N/A N/A N/A N/A e‐Locker Fees N/A N/A N/A N/A N/A N/A 4 $140 $560 Stations Manager 15% $196,696 $29,504 N/A N/A N/A N/A N/A N/A

Treasury Revenue Manager 20% $188,144 $37,629 N/A N/A N/A N/A N/A N/A Finance, Bike Locker Administrator 50% $136,832 $68,416 N/A N/A N/A N/A N/A N/A

Marketing, Web Developer 2% $171,040 $3,421 N/A N/A N/A N/A N/A N/A Real Estate 3% $171,040 $5,131 N/A N/A N/A N/A N/A N/A Bike Station Fees N/A N/A N/A N/A N/A N/A 1 $81,672 $81,672 Subtotal $149,101 $0 $172,232

Annual Operating Expenses Total $321,333

Estimated Revenue (3) Average Unit Item Revenue Item Units Revenue Revenue Keyed Locker Revenues 995 $34 $33,784 Total Revenue $33,784

Net Annual Operating Total $287,549

Notes: 1. The near‐term facility investments were developed for the purposes of this cost estimate only and are illustrative only. Detailed facility and cost planning and feasibility studies will be completed as part of implementation of the Bike Parking Management Plan. These cost estimates may be revisited and revised in the future. 2. The operational expenses are detailed cost estimates only and were developed for planning purposes as part of the Bike Parking Management Plan. Note that staff expenses include the fully burdened staff rate (salary + benefits). It is anticipated that detailed cost and financial planning for the bike parking system and its operational expenses will be included as part of implementation of the Bike Parking Management Plan. These cost estimates may be revisited and revised in the future. 3. Anticipated revenue is based on current annual revenue estimates from the existing keyed locker program. This revenue is deposited into the JPB's General Fund and is not used to directly supplement the costs of the program. CENTRALIZED OPTION

Estimated Near‐term Facility and System Investments in Bike Parking System (1) Cost Item Allocated Costs New Hire Costs Vendor and Purchase Costs Start‐up Costs Units Unit Cost Item Cost Units Unit Cost Item Cost Units Unit Cost Item Cost

Purchase & Install Bike Racks 426 $50 $21,300 N/A N/A N/A 426 $200 $85,200 Purchase & Install & Start‐up e‐Lockers 240 $250 $60,000 N/A N/A N/A 240 $3,641 $873,840 Staffed Secure Facilities 0 $100,000 $0 N/A N/A N/A 0 $500,000 $0 Unstaffed Secure Facilities 5 $100,000 $500,000 N/A N/A N/A 5 $125,000 $625,000 Automated, on‐line keyed locker/secure facility registration N/A N/A N/A N/A N/A N/A 1 $30,000 $30,000 Subtotals $581,300 $0 $1,614,040 Facility and System Investment Cost Total $2,195,340

Estimated Annual Operating Expenses (2) Cost Item Allocated Costs New Hire Costs Vendor and Purchase Costs

Units Unit Cost Item Cost Units Unit Cost Item Cost Units Unit Cost Item Cost Bike Parking Management Team ‐ Vendors N/A N/A N/A N/A N/A N/A N/A N/A N/A

Bike Parking Dedicated Staff #1 N/A N/A N/A 100% $171,040 $171,040 N/A N/A N/A

Bike Parking Dedicated Staff #2 N/A N/A N/A 100% $171,040 $171,040 N/A N/A N/A TASI ‐ Staff and Materials N/A N/A N/A N/A N/A N/A LS $30,000 $30,000 Salary ‐ Legal LS $5,000 $5,000 N/A N/A N/A N/A N/A N/A e‐Locker Fees N/A N/A N/A N/A N/A N/A 258 $140 $36,120 Stations Manager 5% $196,696 $9,835 N/A N/A N/A N/A N/A N/A

Treasury Revenue Manager 2% $188,144 $3,763 N/A N/A N/A N/A N/A N/A Finance, Bike Locker Administrator 0% $136,832 $0 N/A N/A N/A N/A N/A N/A

Marketing, Web Developer 5% $171,040 $8,552 N/A N/A N/A N/A N/A N/A Real Estate 2% $171,040 $3,421 N/A N/A N/A N/A N/A N/A Bike Station Fees N/A N/A N/A N/A N/A N/A 2 $81,672 $163,344 Subtotal $30,570 $342,080 $229,464

Annual Operating Expenses Total $602,114

Estimated Revenue (3) Average Unit Revenue Item Units Revenue Item Revenue Keyed Locker Revenues 995 $34 $33,784 Total Revenue $33,784

Net Annual Operating Total $568,330

Notes: 1. The near‐term facility investments were developed for the purposes of this cost estimate only and are illustrative only. Detailed facility and cost planning and feasibility studies will be completed as part of implementation of the Bike Parking Management Plan. These cost estimates may be revisited and revised in the future. 2. The operational expenses are detailed cost estimates only and were developed for planning purposes as part of the Bike Parking Management Plan. Note that staff expenses include the fully burdened staff rate (salary + benefits). It is anticipated that detailed cost and financial planning for the bike parking system and its operational expenses will be included as part of implementation of the Bike Parking Management Plan. These cost estimates may be revisited and revised in the future. 3. Anticipated revenue is based on current annual revenue estimates from the existing keyed locker program. This revenue is deposited into the JPB's General Fund and is not used to directly supplement the costs of the program. THIRD PARTY OPTION

Estimated Near‐term Facility and System Investments in Bike Parking System (1) Cost Item Allocated Costs New Hire Costs Vendor and Purchase Costs Start‐up Costs Units Unit Cost Item Cost Units Unit Cost Item Cost Units Unit Cost Item Cost

Purchase & Install Bike Racks 426 $50 $21,300 N/A N/A N/A 426 $200 $85,200 Purchase & Install & Start‐up e‐ Lockers 240 $250 $60,000 N/A N/A N/A 240 $3,641 $873,840 Staffed Secure Facilities 1 $100,000 $100,000 N/A N/A N/A 1 $500,000 $500,000 Unstaffed Secure Facilities 5 $100,000 $500,000 N/A N/A N/A 5 $100,000 $500,000 Automated, on‐line keyed locker/secure facility registration N/A N/A N/A N/A N/A N/A 0 $30,000 $0 TOTAL $681,300 $0 $1,959,040 Facility and System Investment Cost Total $2,640,340

Estimated Annual Operating Expenses (2) Cost Item Allocated Costs New Hire Costs Vendor and Purchase Costs

Units Unit Cost Item Cost Units Unit Cost Item Cost Units Unit Cost Item Cost Bike Parking Management Team ‐ Vendors N/A N/A N/A N/A N/A N/A LS $284,800 $284,800

Bike Parking Dedicated Staff #1 N/A N/A N/A N/A N/A N/A N/A N/A N/A

Bike Parking Dedicated Staff #2 N/A N/A N/A N/A N/A N/A N/A N/A N/A TASI ‐ Staff and Materials N/A N/A N/A N/A N/A N/A N/A N/A N/A Salary ‐ Legal LS $5,000 $5,000 N/A N/A N/A N/A N/A N/A e‐Locker Fees N/A N/A N/A N/A N/A N/A 258 $140 $36,120 Stations Manager 2% $196,696 $3,934 N/A N/A N/A N/A N/A N/A

Treasury Revenue Manager 0% $188,144 $0 N/A N/A N/A N/A N/A N/A Finance, Bike Locker Administrator 0% $136,832 $0 N/A N/A N/A N/A N/A N/A

Marketing, Web Developer 0% $171,040 $0 N/A N/A N/A N/A N/A N/A Real Estate 4% $171,040 $6,842 N/A N/A N/A N/A N/A N/A Bike Station Fees N/A N/A N/A N/A N/A N/A 1 $81,672 $81,672 RECURRING EXPENSES $15,776 $0 $402,592

Annual Operating Expenses Total $418,368

Estimated Revenue (3) Average Unit Item Revenue Item Units Revenue Revenue Keyed Locker Revenues N/A N/A N/A Total Revenue $0

Net Annual Operating Total $418,368

Notes: 1. The near‐term facility investments were developed for the purposes of this cost estimate only and are illustrative only. Detailed facility and cost planning and feasibility studies will be completed as part of implementation of the Bike Parking Management Plan. These cost estimates may be revisited and revised in the future. 2. The operational expenses are detailed cost estimates only and were developed for planning purposes as part of the Bike Parking Management Plan. Note that staff expenses include the fully burdened staff rate (salary + benefits). It is anticipated that detailed cost and financial planning for the bike parking system and its operational expenses will be included as part of implementation of the Bike Parking Management Plan. These cost estimates may be revisited and revised in the future. 3. Anticipated revenue is assumed to be collected by the third party vendors. HYBRID MANAGEMENT APPROACH OPTION

Estimated Near‐term Facility and System Investments in Bike Parking System (1) Cost Item Allocated Costs New Hire Costs Vendor and Purchase Costs Start‐up Costs Units Unit Cost Item Cost Units Unit Cost Item Cost Units Unit Cost Item Cost

Purchase & Install Bike Racks 426 $50 $21,300 N/A N/A N/A 426 $200 $85,200 Purchase & Install & Start‐up e‐Lockers 240 $250 $60,000 N/A N/A N/A 240 $3,641 $873,840 Staffed Secure Facilities 1 $100,000 $100,000 N/A N/A N/A 1 $500,000 $500,000 Unstaffed Secure Facilities 5 $100,000 $500,000 N/A N/A N/A 5 $100,000 $500,000 Automated, on‐line keyed locker/secure facility registration N/A N/A N/A N/A N/A N/A 0 $30,000 $0 TOTAL $681,300 $0 $1,959,040 Facility and System Investment Cost Total $2,640,340

Estimated Annual Operating Expenses (2) Cost Item Allocated Costs New Hire Costs Vendor and Purchase Costs

Units Unit Cost Item Cost Units Unit Cost Item Cost Units Unit Cost Item Cost Bike Parking Management Team ‐ Vendors (3) N/A N/A N/A N/A N/A N/A LS $434,800 $434,800

Bike Parking Dedicated Staff #1 N/A N/A N/A N/A N/A N/A N/A N/A N/A

Bike Parking Dedicated Staff #2 N/A N/A N/A N/A N/A N/A N/A N/A N/A TASI ‐ Staff and Materials N/A N/A N/A N/A N/A N/A N/A N/A N/A Salary ‐ Legal LS $5,000 $5,000 N/A N/A N/A N/A N/A N/A e‐Locker Fees N/A N/A N/A N/A N/A N/A 258 $140 $36,120 Stations Manager 2% $196,696 $3,934 N/A N/A N/A N/A N/A N/A

Treasury Revenue Manager 0% $188,144 $0 N/A N/A N/A N/A N/A N/A Finance, Bike Locker Administrator 0% $136,832 $0 N/A N/A N/A N/A N/A N/A

Marketing, Web Developer 0% $171,040 $0 N/A N/A N/A N/A N/A N/A Real Estate 4% $171,040 $6,842 N/A N/A N/A N/A N/A N/A Bike Station Fees N/A N/A N/A N/A N/A N/A 1 $81,672 $81,672 RECURRING EXPENSES $15,776 $0 $552,592

Annual Operating Expenses Total $568,368

Estimated Revenue (4) Average Unit Item Revenue Item Units Revenue Revenue Keyed Locker Revenues N/A N/A N/A Total Revenue $0

Net Annual Operating Total $568,368

Notes: 1. The near‐term facility investments were developed for the purposes of this cost estimate only and are illustrative only. Detailed facility and cost planning and feasibility studies will be completed as part of implementation of the Bike Parking Management Plan. These cost estimates may be revisited and revised in the future. 2. The operational expenses are detailed cost estimates only and were developed for planning purposes as part of the Bike Parking Management Plan. Note that staff expenses include the fully burdened staff rate (salary + benefits). It is anticipated that detailed cost and financial planning for the bike parking system and its operational expenses will be included as part of implementation of the Bike Parking Management Plan. These cost estimates may be revisited and revised in the future. 3. Bike Parking Management Team ‐ Vendors includes contracted staff and vendors for the bike parking system, including the dedicated project manager for bike access (who is assumed to be hired as a contracted staff member). 4. Anticipated revenue is assumed to be collected by the third party vendors. CALTRAIN BIKE PARKING MANAGEMENT PLAN - PUBLIC REVIEW DRAFT

Appendix K: Bike Parking Activities and Responsibilities with Hybrid Management Approach

K.1 Introduction

The following pages present an extensive table that delineates the various activities needed to deliver a high-quality bike parking management system. It specifies which entities are responsible for each activity under the new hybrid management approach, with the lead roles represented by a full square box and supportive roles by an empty square box. It is important to note that some of these roles and responsibilities may shift as part of the implementation of the Bike Parking Management Plan and the dedicated project manager for bike access is brought on board. Appendix K: Bike Parking Activities and Responsibilities with Hybrid Management Approach

Caltrain Rail Bike Rail Eng. Marketing Parking Rail Contracts & Real & Com. County Specialist Activities Ops1 & Budgets Main. Estate Planning Affairs Finance Grants Legal Cities Agencies Vendors Overall System Activities             Set goals and performance             measures for bike parking facilities Advise on system-wide bike             parking strategies and coordination with other Caltrain planning activities Update Bike Parking    Management Plan as needed

Coordinate with partner             agencies and cities on bike planning and facilities, including on efforts to plan for and install new facilities at and near stations (including bikeshare facilities)

Coordinate with external             advocacy groups, CAC, BAC, and JPB as needed

Identify ongoing bike parking             needs and oversee improvements along corridor for bike parking system

Manage vendors providing             bike parking facilities and services Caltrain Rail Bike Rail Eng. Marketing Parking Rail Contracts & Real & Com. County Specialist Activities Ops1 & Budgets Main. Estate Planning Affairs Finance Grants Legal Cities Agencies Vendors Maintain and update bike             parking facility database

Adapt to and implement new    bike parking technology

Lead and implement branding             and marketing bike parking facilities and services

Passenger Activities            

Manage all aspects of    customer service for passengers about all aspects of bike parking Respond in real-time to    customer complaints and questions (via phone and email) Direct in-person passenger    requests and complaints to bike parking vendors to be addressed Manage and fulfill registration,   billing, and lease termination processes for bike parking facilities (keyed lockers and other facilities as needed)

Log and track maintenance    requests from customers

Assign and send locker keys to    customers and replace as Caltrain Rail Bike Rail Eng. Marketing Parking Rail Contracts & Real & Com. County Specialist Activities Ops1 & Budgets Main. Estate Planning Affairs Finance Grants Legal Cities Agencies Vendors needed

Maintain and update website    with public Caltrain bike parking system information

Field Facilities Activities             Update JPB Engineering             Standards to facilitate installation of bike parking facilities on Caltrain property near platforms Install bike parking facilities on             JPB property

Identify and secure physical             space for bicycle parking near platforms or on JPB property

Identify and secure space for             bicycle parking near stations, outside of JPB property

Process and track passengers'    maintenance requests for existing and future facilities (including emergency requests), and coordinate with those fulfilling maintenance needs Caltrain Rail Bike Rail Eng. Marketing Parking Rail Contracts & Real & Com. County Specialist Activities Ops1 & Budgets Main. Estate Planning Affairs Finance Grants Legal Cities Agencies Vendors Fulfill passengers' maintenance    requests for existing and future facilities (including emergency requests)

Oversee and fulfill routine    equipment and facility maintenance

Provide staff for staffed, secure    parking facilities

Monitor and track bike parking    facility use periodically at all stations in the system

Report on bicycle parking   system performance periodically, including performance on Bike Parking Management Plan's goals and performance metrics Finance Activities             Provide or obtain capital             funding for bike parking facilities Provide or obtain operating             funding for bike parking facilities and services

Submit capital funding requests             annually for JPB's Capital Budget Caltrain Rail Bike Rail Eng. Marketing Parking Rail Contracts & Real & Com. County Specialist Activities Ops1 & Budgets Main. Estate Planning Affairs Finance Grants Legal Cities Agencies Vendors Search for additional funding             opportunities for the bike parking system, including grant opportunities

Lead and complete grant             application process for bike parking system funding (operating or capital funds)

Lead process to coordinate             with funding partners to obtain additional funding for bike parking system (outside of regular JPB budgeting process)

Purchase bike parking facilities             and equipment

Procurement and Contract             Activities Draft Requests for Information             (RFI) and/or Requests for Proposals (RFP) for bike parking facilities and services

Lead and manage RFI and RFP     processes

Advise and support the RFI and    RFP processes (evaluating proposals, etc.) Caltrain Rail Bike Rail Eng. Marketing Parking Rail Contracts & Real & Com. County Specialist Activities Ops1 & Budgets Main. Estate Planning Affairs Finance Grants Legal Cities Agencies Vendors Review documents and    materials related to RFI, RFPs, and contracts for bike parking vendors and facilities

Lead and manage             procurement and contract processes for bike parking vendors and facilities Draft contracts for bike parking             vendors, including for services and facilities

Complete procurement and     contract processes for bike parking vendors and facilities

Monitor and update as             needed the terms of bike parking vendor contracts (including TASI). Notes: 1. Rail Operations efforts would be led by a new dedicated project manager for bikes and access, a position that will report to the Rail Division.