Metra Board of Directors

Board Meeting April 13, 2012 Presentation for Metra Board of Directors April 13, 2012

1 Union Station History • The last of Chicago’s historic stations; now owned by Amtrak • Designed primarily to serve long distance trains, including large amounts of mail and express traffic • Trains approach from north and south but do not pass through

Original Concourse Building, demolished 1968 Chuckman Collection

The original concourse interior featured open space Univ. of AZ Library/Fred Harvey Collection

The original station handled voluminous mail and express packages Jack Delano, 1943 – Library of Congress During World War II 100,000 passengers per day passed through Chicago’s Union Station Jack Delano, 1943 – Library of Congress

2 Street Access issues • Conflicts between: –Taxis – Buses – Automobiles – Shuttles – Pedestrians – Bicycles

Station Congestion Issues

Concourse Level during morning rush hour

3 Track/Platform Issues

• Existing track layout limits both train and passenger capacity – Narrow, obstructed platforms cause overcrowding – Single point of access to southern platforms – Irregular platform lengths – Limited ability to operate trains through the station

4 High Speed Rail / Improved Intercity Passenger Rail Midwest Regional Rail Initiative • A 3,000 mile network of fast, frequent intercity trains • Corridors with improvements currently funded include: – Chicago-Bloomington/Normal-Springfield-St Louis – Chicago-Kalamazoo-Battle Creek-Ann Arbor-Detroit – Chicago-Milwaukee – Chicago-Rockford-Dubuque – Chicago-Quad Cities

5 Many Prior Ideas, But Most With Limited Analysis

Winner of Chicago’s Union Station 2020 Design Competition (2009)

Original Daniel Burnham proposal for Union Station with office tower (c. 1914)

West Loop Transportation Center proposal (2002)

Helmut Jahn proposal for separate high speed rail station east of old Post Office (2010)

Solomon Cordwell Buenz proposal (2011)

6 Goals of This Master Plan Study

1. Provide sufficient capacity for significant increases in Metra and intercity ridership – estimated 40% increase in trains by 2040 – possible significant further increases 2. Make the terminal more inviting for passengers 3. Provide more direct and convenient transfers to buses, CTA trains, taxis, shuttles, pick-up/drop-off 4. Create a terminal that is vibrant, a civic asset, and a catalyst for growth in the West Loop and region

7 Short Term Ideas • Two upcoming CDOT projects can improve local street traffic flow and curb access: – Central Area East-West Bus Rapid Transit project (improved bus lanes) – Union Station Transportation Center (off-street bus terminal)

8 Medium Term Ideas Reallocate space not currently available to passengers

• Repurpose some unused baggage platform space – Widen Metra platforms using this area – Add direct access to/from street level

Unused Baggage Platform Existing

Possible

9 Medium Term Ideas Reallocate space not currently available to passengers Space for improved through • Convert unused tracks mail platform for higher speed intercity trains – Adds platform capacity – Creates new through tracks Unused mail platform

10 Medium Term Ideas • Enhance existing station facilities –Improved navigation and passenger flow

• Canal Street Viaduct Reconstruction – Opportunity for improved street access

Existing

View of Canal Street facing South from Adams Street

Possible

11 Long Term/Visionary Ideas

• Possible new station tracks and platforms in subway under Clinton or Canal Streets

• Coordinate larger scale station expansion/enhancement with possible future land development

200 block of South Canal / Riverside Plaza 300 block of South Canal / Riverside Plaza

12 “Placemaking” opportunities

• Transform the historic station into an iconic destination – Economic engine that draws people for dining, shopping, and other activities – Easy connections to other transit modes • Create a new intercity rail station • Improve riverfront and nearby blocks – Input from passengers, workers, and residents

Example: Washington, D.C. Union Station

13 Project Schedule & Next Steps

• Develop simulation models to evaluate technical alternatives for: – Street access improvements – Tracks/platform improvements – Station configuration improvements • Identify agencies that will: – Seek full funding for individual projects – Lead each project through the planning, environmental review, detailed design, and construction processes – Explore Public/Private Partnership Opportunities • Continued public outreach for each project

14 Thank You

Please visit www.UnionStationMP.org

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State of Metra Operations

Metra Board of Directors April 13, 2012 Presented by George Hardwidge Deputy Executive Director – Operations System On-Time Performance March 2012

2 Metra System On-Time Performance

March 2012

Percent On-Time Weekday Peak 96.9% Weekday Off-Peak 96.1% Weekend 93.3% Total 96.1%

3 Metra System On-Time Performance

Mar 2012 Delays by Duration

% Minutes Delays Total 6-10 303 44% 11-15 131 19% 16-20 67 10% 21+ 160 23% Annulled 26 4% 687 100%

4 Metra System On-Time Performance Major Incidents in March 2012

• Freight 102 delays • Mechanical 111 delays • Track Construction 39 delays • Right-of-Way Accidents 51 delays • Signal/Switch Failure 95 delays

5 Metra System On-Time Performance

• March 21 - Power Failure CCF – Com-Ed Power Surge – Lost Uninterruptable Power Supply Units – 27 Delays

• 3/17 St. Patrick’s Day Heavy Loading – Same Service Plan as Previous Years – Unexpected Large Crowds – 49 Delays

6 Metra System On-Time Performance

March 2012 OTP by Line

Percent Line On-Time Electric District 97.9% Rock Island District 94.8% SouthWest Service 94.8% Heritage Corridor 94.7% BNSF Railway 95.2% Union Pacific-West 95.2% Milwaukee District-West 95.2% Union Pacific-Northwest 96.4% Milwaukee District-North 94.1% North Central Service 94.4% Union Pacific-North 97.9% SYSTEM 96.1%

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Ridership Trends February 2012

Metra Board of Directors April 13, 2012 Presented by Lynnette Ciavarella Senior Division Director, Strategic Capital Planning/ Grants Development Metra System Ridership Calendar Adjusted Including Free Trips February, 1983-2012

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2 Ridership in Millions Ridership

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3 4 5 6 7 8 9 0 1 2 5 6 7 8 9 0 1 2 3 4 5 7 8 9 0 1 2 94 06 9 99 0 00 198 198 198 198 198 198 198 199 199 199 1993 1 1 199 199 199 199 200 200 200 200 200 200 2 2 200 200 201 201 201

2 Ticket Sales by Type February (2010 - 2012)

2010 2011 2012 10 vs. 12 11 vs. 12 Monthly 91,857 91,241 92,967 1.2% 1.9% Ten-ride 137,094 130,021 148,575 8.4% 14.3%

Station One-Way 307,101 307,459 357,263 16.3% 16.2% Conductor One-Way 257,862 256,929 302,913 17.5% 17.9% Total One-Way 564,963 563,771 660,176 16.9% 17.1%

Weekend 72,795 63,625 75,578 3.8% 18.8%

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Reduced-Fare Rides* 100,000 150,000 200,000 250,000 300,000 350,000 50,000 0 2011. Metra’s grace period ex weekend, andgroup sales. Senior Ride *Includes alleligible andin J an -11

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Mar Reduced-Fare Rides aur 01–February 2012 January 2011–

Ap r eligible reduced-fare rides a M a pired on September 6,2011. y

Ju n Free Program discontin

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Nov

Dec

Jan

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Fe b Free Trips “Circuit-Permit” & Senior Free Trips (January 2011 – February 2012)

450,000 400,000 350,000 300,000 250,000 200,000 Free Trips 150,000 100,000 50,000 0 1 11 1 n-1 a ar-11 J Feb- n-11 11 1 M Apr-1 u 2 May-11 J Jul-11 -11 Aug- Sep-1 c n-1 Oct-11 Nov-11 a *Senior Ride Free Program discontinued on September 1, 2011. Metra’s grace periodDe expiredJ Feb-12 on September 6, 2011.

5 Average Auto Gas Prices Cook County

$5.00

$4.50

$4.00 $3.50

$3.00

$2.50

$2.00

$1.50 $1.00 Average Cost PerAverage Gallon $0.50

$0.00 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2008 2009 2010 2011 2012

6 Winter Weather February

Year Winter Statistics 2010 2011 2012 45-yr avg Snowfall (inches) 22.5 29.0 5.6 8.5 Days below zero 0 3 0 2.3 Average Temperature 26.7 26.2 32.9 27

7 System Ridership 2011 vs. 2012

February 2.3% increase – Calendar adjusted -0.8% decrease Year to date 1.8% increase – January & February 2012 Last 3 months 1.5% increase – December 2011 – February 2012 Last 12-months 1.9% increase – March 2011 – February 2012

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Monthly Financial Report

Metra Board of Directors April 13, 2012 Presented by Thomas Farmer Chief Financial Officer February 2012 Budget vs. Actual

In Millions Actual vs Actual Budget Budget Operating revenue Passenger revenue 24.3 22.3 2.0 Other revenue 2.9 3.6 (0.7) Total operating revenue 27.2 25.9 1.3

Operating expense Operations and Maintenance 39.1 40.4 1.3 Administration & Regional Services 5.6 6.4 0.8 Diesel Fuel 6.4 6.3 (0.1) Motive Power 1.0 0.8 (0.2) Claims and Insurance 2.4 1.5 (0.9) Downtown Stations 1.1 1.2 0.1 Total operating expense 55.6 56.6 1.0

Operating Deficit 28.4 30.7 2.3

Revenue Recovery Ratio 51.4% 48.6% 2.8%

2 22 February 2012 Year to Date Budget vs. Actual

In Millions Actual vs Actual Budget Budget Operating revenue Passenger revenue 44.6 41.7 2.9 Other revenue 6.3 7.3 (1.0) Total operating revenue 50.9 49.0 1.9

Operating expense Operations and Maintenance 81.4 82.6 1.2 Administration & Regional Services 11.6 12.7 1.1 Diesel Fuel 12.8 13.1 0.3 Motive Power 1.7 1.7 0.0 Claims and Insurance 4.5 3.8 (0.7) Downtown Stations 2.3 2.4 0.1 Total operating expense 114.3 116.3 2.0

Operating Deficit 63.4 67.3 3.9

Revenue Recovery Ratio 47.1% 44.7% 2.4%

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Regional Fare Payment Update

Metra Board of Directors April 13, 2012 Presented by Lynnette Ciavarella Senior Division Director, Strategic Capital Planning/ Grants Development Small Commuter Rail Peers - North America # of # of Rail Annual Ridership Agency Stations Lines (in millions) Metra 241 11 82.7

Toronto - GO Transit 61 7 47.3 Montreal – AMT 52 5 15.5 Los Angeles - Metrolink 55 7 12.0 San Francisco Bay-San Jose – Caltrain 32 1 10.6 Virginia/DC – Virginia Railway Express 18 2 4.0 Miami – Tri-Rail 18 1 3.6 Seattle – Sounder/Sound Transit 10 2 2.5 Vancouver – West Coast Express 8 1 2.6 Dallas – Trinity Railway Express 10 1 2.4 Salt Lake City – Front Runner 14 1 1.4 San Diego – Coaster 8 1 1.3 Albuquerque, New Mexico – Rail Runner 13 1 1.2 Minneapolis - Northstar 6 1 0.7

2 Small Commuter Rail Peers – North America • Smart card systems –Proof of Payment systems –“Closed-loop” (proprietary) –8 of 13 have implemented already • Contactless bank card systems –“Open payment” –3 of 13 • Utah implemented for one-way rides, but will expand • Dallas to implement 2013 - TVMs will accept contactless bank cards • Vancouver to implement 2013 –Remaining systems waiting/researching

3 Small Commuter Rail Peers – North America • Near Field Communication (NFC)/mobile phone ticketing – None yet implemented – Utah will pilot mid-2012 – Virginia (DC) & Dallas just released RFIs – All others interested • Conductor handheld sale and/or validation devices – Nine currently use for validation – Utah testing contactless handheld devices – Only one (New Mexico) sells on trains

• Any new technology easier to implement on the newer systems and smaller systems

4 Draft Principles - Regional Payment System

Regional fare payment system must…… • Improve fare collection and simplify overall collection activities and reconciliation • Minimize on-train transactions and overall transaction costs • Recognize that convenience has a value to the customer • Simplify and optimize business practices • Be cost effective • Ensure a high degree of reliability • Promote system use and be easily understood by the customers • Have no adverse effect on train operations • Allow for effective/efficient on-train ticket validation

5 Timeline August 2012 Future State Plan Completed

December 2012 Demonstration projects, RFI/RFP release, on-going refinement of future state plan

June 2013 Tentative – begin design/ implementation/testing

January 2015 Contactless credit card acceptance

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Strategic Plan Update

Metra Board of Directors April 13, 2012 Presented by Lynnette Ciavarella Senior Division Director, Strategic Capital Planning/ Grants Development Elements of Strategic Planning Process

• Set Context / Review Existing Conditions • Establish Mission / Vision / Values • SWOT Metra Board, –Strengths, Weaknesses, Opportunities & Public, Threats & Key Stake- • Situational Analysis holders –Political, economic, technological, Involved environmental, regulatory, and legal analysis Through out the • Establish Goals & Objectives Process –to bring about Mission / Vision

2 Elements of Strategic Planning Process (cont.)

• Define Performance Measures –to evaluate ways to accomplish Goals & Objectives Metra Board, • Define Strategies, Initiatives and Scenarios Public, –to accomplish Goals & Objectives & Key Stake- • Evaluate Strategies, Initiatives, & Scenarios holders –using previously developed Performance Involved Measures Through out the • Develop Financial Plans Process • Develop Final Plan, Programs & Strategic Actions

3 Existing Conditions – State of the System

• Intro & chapters on each of Metra’s 11 rail lines with separate chapters on NICTD & CBD Market • Each rail line chapter contains: – Existing Service & Conditions – Improvements Since the Start of Metra – Present and Future Demand – Station & Parking Improvements • Presented in DRAFT form to begin the Strategic Plan conversation with an accurate picture of the existing conditions in the system

4 State of the System Example: MD-W (1 of 2) Map of Line, Stations, Municipalities Service & Ridership Characteristics 2011 Average Trip Length 24.56 miles 2011 Average Fare Paid $3.19 Source: Ridership Trends Report, December 2011

Number of Stations 22 Route Length 39.8 miles Number of Weekday Trains 58 2011 On-Time Performance* 93.0% *On-Time Performance Report, December 2011

Station Characteristics Time to Chicago (mins) Post Station Fare MileAccessibility 1 Boardings Station Parking (2011) 1 Zon Capacity Effective Observed Shortest Longest e 1983 2 2006 3 (Spaces) 4 Use 5 Use 6 Trip Trip Union Station A 0.0 Full 6,548 10,144 0 n/a n/a n/a n/a 7 Western Ave. A 2.9 Full 158 372 22 100% 100% 12 14 Hermosa8 ------101 35 ------Grand / Cicero8 B 6.5 Full -- -- 0 n/a n/a 20 24 Cragin8 ------111 37 ------Hanson Park B 7.7 Full 54 54 27 96% 96% 23 27 Galewood B 8.6 Full 202 265 135 43% 43% 22 29 Line Level Ridership Trends Mars B 9.1 Full 75 110 63 60% 60% 27 30 Mont Clare B 9.5 Full 314 361 194 41% 41% 24 32 Elmwood Park C 10.2 Full 466 392 135 96% 96% 26 34 9 C 11.4 Full 222 174 162 94% 86% 28 37 River Grove Franklin Park C 13.2 Full 446 461 288 74% 74% 26 41 Mannheim C 14.0 None 49 37 30 3% 3% 29 43 Bensenville D 17.2 Full 439 450 204 58% 58% 32 48 Wood Dale D 19.1 Full 497 639 466 80% 75% 36 52 Itasca E 21.1 Full 444 546 341 76% 73% 40 56 Medinah E 23.0 Full 194 501 397 91% 85% 43 60 Roselle E 23.9 Full 1,455 1,500 1,100 89% 73% 46 62 Schaumburg F 26.5 Full 480 1,698 1,584 77% 76% 43 67 Hanover Park F 28.4 Full 738 1,482 1,373 90% 78% 47 71 Bartlett F 30.1 Full 669 1,064 741 88% 72% 51 74 National St. H 36.0 Full 132 742 573 83% 83% 60 82 Elgin10 H 36.639.8 Full 390 -- 476803 147694 99%87% 99%87% 6269 8490 BigTOTAL Timber MD-W Rd 14,184 22,343 8,676 82% 76%

5 State of the System Example: MD-W (2 of 2) Capital Investment History Rider Origins by Boarding Station

MD-W System

Rolling Stock $192.4 $1,856.6 Track 85.4 763.5 Structure 39.5 606.0 Signal 66.8 508.0 Electrical 1.1 74.9 Communications 2.9 36.5 Facilities 53.8 417.1 Equipment 10.1 113.4 Stations 46.7 629.5 Parking 22.0 171.4 Downtown Terminals 3.7 295.4

(in TOTALmillions of dollars) $524.4 $5,472.3

Corridor & Station Area Population, Households & Employment Growth

Fare Area Population in Zone Percent Change Station Zone Sq. Mi. 2000 2010 2040 2000 vs 2010 2010 vs 2040 Union Station, Western Ave. A 3.6 61,046 56,719 76,351 -7.1% 34.6% Grand/Cicero, Hanson Park, Galewood, Mars, Mont Clare B 11.8 189,353 177,894 208,390 -6.1% 17.1% Elmwood Park, River Grove, Franklin Park, Mannheim C 15.7 102,989 100,834 108,921 -2.1% 8.0% Bensenville, Wood Dale D 21.6 49,982 47,874 62,835 -4.2% 31.3% Itasca, Medinah, Roselle E 39.9 124,537 125,421 147,164 0.7% 17.3% Schaumburg, Hanover Park, Bartlett F 68.1 207,037 212,801 243,443 2.8% 14.4% National St, Elgin, Big Timber Rd. H 198.6 172,418 224,519 363,399 30.2% 61.9% 6 MD-W TOTAL 359.3 907,362 946,062 1,210,503 4.3% 28.0% REGION TOTAL 3,748.0 8,091,717 8,456,762 11,717,936 4.5% 38.6% Timeline • Today: Review evaluation of existing conditions – DRAFT State of the System Report • Summer: Develop draft policy statements for Board consideration • Summer: Begin Board, public, & key stakeholder outreach regarding Strategic Plan • Fall: Evaluation of strategies, initiatives & scenarios • Winter: Approve final plan

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