Chapter 4-Proposed Passenger Improvements and Investments
Proposed Passenger Improvements and 4 Investments
Chapter 4 presents the service improvements and investments needed to achieve the Rail Plan Vision. The Rail Plan supports near-term plans and proposals being developed in individual corridors and regions, with a targeted completion date of 2022; but presents a flexible, corridor-level framework for developing the passenger rail system over the plan’s long-term, 2040 time horizon. This framework is intended to serve as the basis for State-led service implementation planning, to be undertaken in coordination with regional agencies, rail operators, and stakeholders to achieve the 2040 Vision. The Rail Plan does not seek to prescribe specific projects or solutions and their associated costs, but rather to provide a path for implementation and a common understanding of how the state’s rail network should develop to meet the State’s goals. Chapter 4 • Proposed Passenger Improvements and Investments
4.1 Network Integration Strategic 4.2 Pulse Scheduling Service Planning State network planning in the Rail Plan is based on The 2018 State Rail Plan Vision was developed as part pulse scheduling, which represents uniform train of the State’s Network Integration Strategic Service service patterns that repeat throughout the day Planning (NISSP) process. The overarching goal of on regular, recurring time intervals. This timetable- the NISSP is to plan for a statewide passenger rail based planning approach allows for timed transfers system that maximizes the performance potential between services at hub stations where a transfer is of intercity passenger rail as a time- and cost- required to complete a trip across the state, or to a competitive travel option for meeting the state’s location served by local transit. The benefit to users transportation needs and goals. The network of pulse scheduling is that a repeating timetable planning process undertaken as part of the Rail allows for easy trip planning and seamless travel by Plan included an assessment of statewide travel ensuring that connections between trains can be demand, existing rail service and infrastructure, made throughout the day, with minimal transfer service types responding to market demand in times. By not requiring a train for every travel market, different regions or corridors, and infrastructure pulse scheduling allows fewer trains to serve more elements required to support service levels and destinations through connections, similar to the way address infrastructure constraints. The draft network airlines use hubs to allow smaller communities more vision was developed through an iterative process of frequent access to more destinations than would network planning, ridership and revenue modeling, otherwise be possible, and at a lower cost. Pulse capital improvement analysis, and operations and schedule planning allows cost savings to be realized revenue analysis. by reducing the set of infrastructure improvements needed to operate services to only those that are In addition to the demand and infrastructure necessary to reliably operate the timetable (e.g., the analysis from the NISSP, the most recent planning capacity of a single-track railroad can be maximized or programming documents in each service area to operate services before additional track were reviewed to identify projects related to infrastructure is needed to accommodate a greater passenger rail. Documents reviewed include RTPs, service frequency). corridor strategic plans, corridor business plans, and programming documents such as the State The Rail Plan has preliminarily identified a 30‑minute Transportation Improvement Program (STIP) and the or 60‑minute service frequency (or headway) across Safe, Reliable, High-Speed Passenger Train Bond Act most portions of the state by 2040. Because the HSR for the 21st Century (Proposition 1A). system will serve as the major artery for the long- distance travel option of the statewide system, the service plans from the 2016 CHSRA Business Plan were used to determine primary time point hubs for the integrated, statewide network.
Exhibit 4.1: Sketch of “Pulsed” Services
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4.3 State Service and Connectivity In some cases, service goals are associated with Goals delivery options, where the State’s goal can be met with different types or services and capital The Rail Plan presents the State’s goals for providing investments to address funding needs or specific and connecting services in different regions. geographical and operational constraints. Service goals describe the service-desired train frequencies on the state passenger rail network; Service delivery options represent the physical reflect the travel times needed to provide services improvements and capital investments necessary to that are competitive with automobile and air achieve the service goals; and ultimately, the 2040 travel; and provide for timed connections at Vision. mobility hubs. These hubs will have co-located rail, In other cases, service goals assume that local transit transit, bicycle, and pedestrian facilities to connect systems will continue operating services at current people to the rail network through coordinated levels and proceed with planned improvements to schedules and infrastructure. In some cases, hubs provide necessary local and regional connectivity. will require infrastructure investments to improve Where connectivity hubs have been identified on the connectivity. However, many of the statewide hubs network, the State will work with regional partners already exist and only need operational and minor to co-locate all service types at the hubs to enhance capital improvements to achieve the statewide rail mobility and ease of transfer between modes of connectivity and service goals. transit. For the many other transit services not Service goals balance travel times with the need identified on the statewide network, connectivity to schedule connections between services where to the rail network will be important for local and transfers are needed for travel between different regional mobility; but those decisions will be made travel markets. Service goals identify where peak by local transit agencies and local decision-makers (including seasonal) and off-peak services differ in with the connectivity opportunities that are provided travel times and frequencies, but where there will by stops on an expanded statewide network. The still be some exceptions to identified frequencies, State supports needed local connectivity, but based based on capacity improvements and market on market analysis, not all local services can connect demand. Service goals are also operator-neutral and as part of the pulsed statewide rail network. strategic, rather than prescriptive—the Rail Plan does not determine specific operating and institutional responsibilities, which must be negotiated over time to deliver improvements with the 2040 Vision in mind.
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4.3.1 Phasing 4.3.2 Interstate Rail Connections The service goals and service delivery options Beyond California’s statewide goals, the State has identified in the Rail Plan provide a strategic an interest in maintaining long-distance national framework for service implementation planning, Amtrak service, with interstate connections to coordination between the State and rail partners, Oregon, Nevada, and Arizona; such connections and prioritization of capital improvements in phases provide service and access to communities that tied to the short-term (2022), mid-term (2027), and are not on the high-frequency State passenger rail long-term (2040) Vision in the Rail Plan. The goals network. The State also has an interest in developing of the phased implementation strategy in the Rail specific passenger rail corridors in coordination with Plan are to follow through on the committed, funded Nevada and Arizona, to provide for future interstate service improvements planned across the state HSR service to Las Vegas, Nevada; and Phoenix, (mostly expected to be complete by 2022), which Arizona. These future HSR connections represent leverages existing assets and prioritizes maximizing significant opportunities for accommodating use of existing infrastructure. The long-term 2040 interstate travel to these important destinations via Vision defers significant infrastructure investments passenger rail, which will address congestion on that are necessary to integrate passenger rail interstate highways and at California’s airports. services, and fully realize the possible service and The Rail Plan also seeks to address cross-border connectivity goals in the 2040 Vision, if funding congestion between California and Mexico through and regional support are available to deliver those passenger rail connections at the border, providing infrastructure elements. The time phases described service that is integrated with the state network. in the Rail Plan also identify the specific service planning and analysis that are needed to develop and integrate the rail network over time in a manner that is responsive to the needs of local and regional stakeholders. Critically, the time horizons used in the Rail Plan do not tie to the specific completion year of the recommended projects. Some projects may be completed ahead of the specified year; others may be near completed by the Rail Plan date. The project years and corresponding plans serve as important planning markers and meet statutory planning requirements.
Exhibit 4.2: Implementation Strategies Derivation Process
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4.3.3 Host Railroad Coordination The nature of corridor development may change Freight railroad owners desire to improve existing over time as more passenger service is phased operating efficiency and preserve future capacity to in. Limits on passenger train growth in a corridor accommodate growing freight rail traffic. Therefore, during early phases of network development will they are interested in minimizing or improving place a premium on using available passenger passenger rail impacts on existing and future freight train slots for the highest-ridership services (often rail operations. Caltrans will consider the potential running with more cars on each train than today), impacts of the planned passenger rail service while supplementing the service with integrated improvements on railroad capacity, and access to express bus service during off-peak or lower- yards and customers. Infrastructure investments demand times of day. Additional growth would be necessary for increased passenger train volumes will achieved through significant investments in physical also add capacity and flexibility to freight operations. infrastructure, in partnership with the freight The goal will be to enable continued, market- railroads. In return for granting more passenger responsive growth in goods movement by freight trains access to freight railroads’ lines, many funding rail, while also providing for increased passenger options will be considered, including various capacity. This goal will be achieved through early combinations of upfront capital project investments and continuous dialogue with the freight railroad and infrastructure access fees, as well as agreements partners, and progressive identification of shared on future capital investments tied to ensuring opportunities. reliable service for both freight and passenger services. The partners may conclude that future In some cases, ensuring capacity for passenger growth needs will require investing in dedicated and freight rail operations will be realized through passenger rail infrastructure for all or a portion of a development of a shared track infrastructure used corridor. by both freight and passenger trains. In other cases, ensuring capacity for freight will involve Additionally, where freight and passenger services the development of largely dedicated track for share a corridor, opportunities may exist to expand passenger and freight trains in a shared right- or reorganize tenancy agreements with host of-way, while retaining the ability to share track railroads for passenger services to gain additional under certain conditions; or the development capacity on the freight rail network. Passenger of completely separate freight and passenger service providers must have the ability to purchase infrastructure. additional slots for more passenger service; in this way, services can be scaled to meet market demand over time, while minimizing large capital outlays for new infrastructure and limiting redundant infrastructure as the network evolves toward the 2040 Vision. Although the Rail Plan reflects a general understanding of the type of investments appropriate to each corridor, specific decisions will be made through detailed implementation planning and host railroad negotiations. A detailed description of the proposed freight rail improvements and investments is included in Chapter 5.
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4.4 Service Areas and • Central Coast: This region encompasses the Organizational Framework Central Coast rail network between San Jose in the north and Santa Barbara/Goleta in the In addition to organizing proposed passenger south, including the UPRR Coast Route and improvements, the three time horizons in the Rail Monterey and Santa Cruz Branch Lines. Plan mark important milestones in building toward • Las Vegas to HSR: This region encompasses the 2040 Vision. The geographic service regions the HSR route being privately developed for described in this chapter were refined from service service between Las Vegas and Victorville or regions developed in the network planning effort Palmdale. The developer of the Victorville to as a framework for understanding, discussing, and Palmdale segment (known as the HDC) has not organizing future services. Those service areas been finalized and could be either public or were developed to facilitate planning and analysis private sector. for services that could be grouped into logical • LOSSAN North and Antelope Valley: This statewide rail travel sheds, justified by early market region includes the state rail network included and ridership analysis. HSR and intercity services, as in the existing LOSSAN North corridor between well as several regional services, are likely to operate San Luis Obispo, Santa Barbara, and Los across more than one service area, and may be Angeles. The regional rail corridor between described in both where it is necessary to do so. Santa Clarita and Los Angeles is included in The Rail Plan defines nine geographic service areas. this region. These service areas were developed to guide • Los Angeles Urban Mobility Corridor: This planning, based on market analysis, ridership region includes the high-capacity rail network forecasts, and corridor-based planning principles. being developed for different services Exhibit 4.3 visually represents the geographies and between Burbank and Anaheim through the the service goals defined in the 2040 Vision. These Los Angeles Area and LAUS. Services providing areas are: connectivity to the state network in the Los Angeles area are included in this region. • Central Valley and Sierra Nevada: This region includes the state rail network in • Inland Empire: The Inland Empire region the San Joaquin and Sacramento Valleys, includes the rail network connecting San including service and improvements between Bernardino and Riverside Counties to Los Palmdale and Bakersfield in the south, and Angeles, Orange County, and San Diego. Sacramento and Redding in the north; as well as connections to Reno, Carson City, the Sierra • LOSSAN South: The LOSSAN South region Nevada, and counties north of Sacramento. includes the existing LOSSAN South Corridor between Los Angeles/Anaheim and San Diego. • North San Francisco Bay Area and the North Coast: This region includes the state State service goals and improvements, organized by rail network between Sacramento and timeframe and geographic region, are described in Oakland/San Francisco, as well as the north the sections that follow. Exhibit 4.3 shows the entire San Francisco Bay Area rail network in Marin, statewide build-out of the 2040 Vision. The hubs Sonoma, Napa, and Solano Counties. The rail identified on the map represent connectivity points network connecting the Stockton area to the rather than specific station locations, which will be San Francisco Bay Area at Martinez is included decided through detailed implementation studies in this geographic region. with local inputs. • South San Francisco Bay Area: This region includes the state rail network providing services to and from the south San Francisco Bay Area, including the San Francisco-San Jose Peninsula Corridor, the rail network between Oakland and San Jose, and the network carrying services between the Stockton Area and San Jose over the Altamont Pass.
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ARCATA REDDING To Seattle N
CHICO RENO To Chicago OROVILLE TRUCKEE
CARSON CITY AUBURN LINCOLN SOUTH SACRAMENTO AIRPORT LAKE TAHOE CLOVERDALE WOODLAND ROSEVILLE NEVADA FOLSOM WINDSOR SACRAMENTO SOLANO COUNTY 2 HUB DAVIS 1 NAPA NOVATO/SAN MARIN SAN RAFAEL RICHMOND STOCKTON AREA HUB LARKSPUR OAKLAND SAN FRANCISCO EAST BAY YOSEMITE NATIONAL PARK
MILLBRAE/SFO AIRPORT TRI-VALLEY HUB CENTRAL PENINSULA 3
SAN JOSE MERCED
GILROY MADERA SANTA CRUZ WATSONVILLE HOLLISTER FRESNO CASTROVILLE SALINAS KINGS/ SEQUOIA AND MONTEREY TULARE VISALIA KINGS NATIONAL PARKS 4 LEMOORE PORTERVILLE
PASO ROBLES
BAKERSFIELD SAN LUIS OBISPO SANTA To Las Vegas BARBARA PALMDALE GOLETA SANTA CLARITA VICTORVILLE 6 5 VAN NUYS BURBANK VENTURA MOORPARK SAN GABRIEL SAN LOS VALLEY HUB BERNARDINO REDLANDS SANTA ANGELES To Phoenix Core Rail Services (Frequency) MONICA ONTARIO LAX NORWALK COACHELLA High Speed Rail FULLERTON CORONA VALLEY 1 Central Valley and RIVERSIDE Sierra Nevada 7 Intercity Rail ANAHEIM PERRIS HEMET (30 minutes) 2 North San Francisco Bay Area and the North Coast LONG BEACH SANTA ANA 8 (≥ 60 minutes) 3 South San Francisco Bay Area HUNTINGTON BEACH (Seasonal Service) NEWPORT IRVINE MURRIETA Regional Rail 4 Central Coast BEACH LAGUNA (15 minutes) 5 Las Vegas HSR NIGUEL (30 minutes) ESCONDIDO 6 LOSSAN North OCEANSIDE (≥ 60 minutes) Los Angeles Urban SAN DIEGO AIRPORT 9 Supplemental Connectivity 7 Mobility Corridor Integrated Rail Transit and/or Bus 8 Inland Empire SAN DIEGO Amtrak Long Distance 9 LOSSAN South SAN YSIDRO Ferry OTAY MESA / EL CENTRO / MEXICO TIJUANA AIRPORT MEXICALI
Exhibit 4.3: Caltrans Statewide 2040 Vision Rail Map CALTRANS STATEWIDE 2040 VISION RAIL MAP
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4.5 2022 Short-Term Plan – • Assisting communities statewide in better Statewide Goals connecting transit systems to rail, and enhancing station area functions. The 2022 statewide goals identify service improvements that will lay the foundation for • Working with available or identified capacity from existing host railroad agreements; or from integrating the passenger rail network. These opportunities with clear paths for negotiation. improvements have already been or are being planned; and are funded, or likely to be funded, • Strategic planning for fleet management, for construction and implementation, and will be replacement, and expansion, as well as the underway or completed by 2022. expansion or construction of new maintenance facilities. Additionally, specific planning, environmental, and engineering studies needed to implement • Conducting research and development and service goals in the long-term vision are described targeted investments in integrated ticketing here. Because these are preliminary descriptions of and travel planning. studies, and details will not be available until each • Identifying opportunities to begin developing study begins, scope and definitions are intentionally integrated schedules and repeated patterns, broad. Service goals related to frequency presented especially in areas of shared regional and here largely represent peak hour, with possible intercity operations. exceptions to midday or weekend frequency as • Making significant progress in implementing markets are developed and investments come on alternative fuels or zero-emission technology line. on both rail and integrated express bus Statewide focus areas for the 2022 horizon include: services. • Planned and committed projects, including • Continuation of California advocacy for service extensions to Larkspur, Redlands, and continuation of the federally funded Amtrak Salinas; electrification of the Caltrain service long-distance trains: the Coast Starlight between Gilroy and San Francisco via San Jose; (Seattle-Los Angeles), the California Zephyr and increased frequencies throughout the (Emeryville-Chicago), the Southwest Chief (Los state. Angeles-Chicago), and the Sunset Limited (Los Angeles-New Orleans). These trains provide • Environmental clearance and preliminary the only rail service to a number of California construction for HSR Silicon Valley to Central communities throughout the state, and Valley service and for the ACE extension to connect the state to the national rail network. Modesto and Ceres. • Service implementation planning for the 2027 and 2040 time horizons.
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4.6 2022 Short-Term Plan – Planning, Analysis, and Project Development: Regional Goals • Study expansion of Sacramento-Roseville service to hourly and half-hourly, based on 4.6.1 Central Valley and Sierra Nevada market and network development. The 2022 regional goals include building out • Plan for additional, post-2025 regional service planned investments in the regional intercity rail frequency to Merced via Modesto and Ceres. network, and integration with full HSR Phase I. • Plan for phased growth in east-west service Service Goals and Improvements: across the Altamont Pass to hourly off- peak and half-hourly peak service, enabling • Introduce early-morning service into connectivity to regional transit and statewide Sacramento and the Bay Area from the San rail networks, including connectivity in the Joaquin Valley, using mid-corridor starts from Tri-Valley. Fresno and Stockton. • Complete the HSR Connected Corridor • Increase peak-period service between Roseville Study, planning for phased improvements to and Sacramento (at least three trains per day in northern San Joaquin Valley services, and a each direction). clear investment plan that provides enhanced • Implement integrated express bus service from regional and intercity rail services prior to Sacramento to Redding via the Sacramento future HSR service. International Airport. • Study potential regional rail and integrated • Implement bi-hourly service between express bus needs to communities between Bakersfield and Stockton. Fresno and Bakersfield, and develop recommendations that consider capacity • Expand service between Stockton and currently used for San Joaquin service, along Sacramento, with a target of at least four trains with regional rail opportunities and the need per day in each direction; with potential new to feed HSR stations at Fresno, Kings-Tulare, stations in Elk Grove, Sacramento, and North and Bakersfield. Natomas/Sacramento Airport, and integrated express bus continuing to Chico, via Marysville. • Develop recommendations for 2027 that Related projects include the Stockton Wye and primarily leverage existing investments; and ACE Maintenance Facility Lead Track. for 2040 that consider additional investment opportunities. • Increase seasonal integrated express bus service to from Sacramento to Reno and South • Study expansion of integrated rail service Lake Tahoe. north from Sacramento to Marysville, including potential stations in northern Sacramento, to • Invest in Bakersfield to Sacramento and serve residents and provide connections to Martinez corridor improvements, focused on Sacramento International Airport. increasing ridership through faster, integrated train schedules; improved reliability; and better • Study the potential for seasonal rail service transit connectivity. to the Lake Tahoe region during congested travel periods, such as peak-travel weekends, with potential termini in Truckee, California, or Sparks, Nevada, through a bi-state planning effort. • Study rail options to connect the Sacramento International Airport to the state network. • Study the potential for regular, daytime passenger rail to Redding.
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2022 VISION NORTHERN CALIFORNIA