INVEST IN TRANSIT The 2018-2023 Regional Transit Strategic Plan for Chicago and Northeastern Illinois Chicago and Northeastern It’s time to act.
Each day, Northeastern Illinois and the City of Chicago depend on safe, reliable trains and buses to get two million riders where they need Illinois are built to go. Mass transit relieves highway congestion, contributes to the regional economy, and benefits society as a whole. The region’s Transit Agencies – the Chicago Transit Authority (CTA), Metra Commuter Rail, Pace Suburban Bus, and the Regional Transportation Authority (RTA) – on transit and are carrying one of the largest transit-riding populations in the nation on old systems that are expensive to operate. Despite the age of their systems, the Transit Agencies work diligently every day to meet the highest expectations of safety, security, and accessibility for the public and their employees. our investment The 2018-2023 Regional Transit Strategic Plan, Invest in Transit, is the region’s case for pursuing dependable funding streams that will enable is at risk. the Transit Agencies to provide this vital service well into the future.
2 INVEST IN TRANSIT The 2018-2023The 2018-2023 Regional Regional Transit Transit Strategic Strategic Plan Plan 3 3 Our vision is public transit as the core of the region’s robust transportation mobility network. Transit is a central part of the region’s transportation and logistics network. People use it to get to work, school, medical appointments, and more. They ride during rush hour, the middle of the day, and at night. The availability of transit throughout the six Northeastern Illinois counties of Cook, DuPage, Kane, Lake, McHenry, and Will helps our region compete on a global scale for commerce and business. Transit has a positive impact on the environment and community health by reducing congestion, improving air quality, and encouraging people to live active lifestyles. It also supplies equitable access to jobs, and provides affordable mobility for people with disabilities and those who cannot or choose not to drive. The transit system – and our investment in it – must remain competitive on all of these levels to ensure our region continues to thrive.
4 INVEST IN TRANSIT The 2018-2023The 2018-2023 Regional Regional Transit Transit Strategic Strategic Plan Plan 5 5 Invest in Transit is anchored by five policy statements that describe the Transit Agencies’ shared positions on key regional issues. The statements, based on findings outlined in Beginning the Discussion, stakeholder input, and transit agency leadership, Continue to control costs and seek set a tenor for the plan and ground the vision and goals. opportunities to increase dedicated revenue in order to enhance safety, improve the customer experience, prevent system Over the next deterioration, and remain competitive. The Region’s investment in transit is at risk. We operate a cost-effective transit system. However, our infrastructure is among the oldest in the five years, we will... country and at current spending rates, our assets are aging faster than we can replace them.
Focus limited resources on making targeted Support a thriving, resilient region with transit improvements and increasing transit speeds in systems that provide attractive, cost-effective multi-modal corridors in order to connect and travel options and help reduce congestion. strengthen communities. The Region’s transit systems operated by CTA, Metra, and Pace provide an Rider needs vary by geography and so will future transit solutions. In an average resident with access to over 435,000 jobs in 60 minutes and up to era of limited funding, the agencies must focus some resources on transit 1.1 million jobs within 90 minutes. Transit service is essential to regional improvements that will benefit the most people in these areas. mobility and economic activity, and must be sustained into the future.
Advocate for region-wide policies and Adapt to the future by applying best practices pricing strategies that support transit. to our operations, partnering with freight and As the Transit Agencies focus on the core responsibility of roadway agencies to prioritize transit, and piloting operating transit services, we also recognize there is an opportunity to better leverage and fund the system by partnering new technology and mobility solutions. across jurisdictions and transportation modes. A growing Millennial workforce and an aging Baby Boomer population are pushing the transit industry to adapt to their needs for convenience, reliability, and accessibility. We will thoughtfully adapt to ensure that robust transit service is available well into the future.
6 INVEST IN TRANSIT The 2018-2023 Regional Transit Strategic Plan 7 We aim to...
Deliver value on our investment This goal focuses on the positive impacts of transit investment and the 1importance of increasing funding. Build on the strengths of our network This goal focuses on the service improvements and infrastructure investments 2that the Transit Agencies would like to make in key transit markets throughout the region.
Stay competitive This goal focuses on the vital role that transit plays as part of the region’s 3mobility network and strategies for adapting to the evolving needs of riders.
The plan’s three goals describe the key areas of focus for the Transit Agencies over the next five years. In the pages that follow, each of these is described in more detail with a set of projects and strategies that will help make them a reality. Across all goals, ensuring safety, security, and accessibility are values that the Transit Agencies take very seriously. These non-negotiables are inseparable from CTA's elevated trains move a lot of people the core responsibilities of the Transit Agencies and will be part of any strategy above Chicago's downtown auto traffic. undertaken in achieving the goals set forth in this plan.
8 INVEST IN TRANSIT The 2018-2023 Regional Transit Strategic Plan 99 DELIVER Many elements of Metra's rail infrastructure are in dire need of replacement, like the A-2 Interlocking shown here that controls a 1 critical downtown crossing through which VALUE ON OUR four Metra lines pass. INVESTMENT
Transit is the backbone of the Chicago region’s transportation network. Public investments in mass transit that began 70 years ago with the creation of the CTA, and continued with the creation of Metra Commuter Rail and Pace Suburban Bus in the 1980s, have helped the region withstand the test of time as one of the nation’s premier freight, banking, and commerce hubs. That legacy of investment has continued for decades since and needs to continue for decades to come, benefiting both those who ride and those who don’t.
10 INVEST IN TRANSIT The 2018-2023 Regional Transit Strategic Plan 11 Transit Investments Make a Difference DELIVER VALUE ON OUR INVESTMENT
1960 Federal investment in CTA Skokie Swift (now Yellow Line) opens as "demonstration project' 1964 in early public transit funding partnership with U.S. government. Opening of CTA Dan Ryan and Kennedy 1969- expressway median rail service, extending 1970 reach of rapid transit to Far South and Northwest Sides. TANGIBLE BENEFITS, 1970 Establishment of RTA sets stage for state and mobility needs of car-less and car- local investment in commuter rail division conscious populations through (now Metra) in order to prevent collapse of 1974 LASTING IMPACTS rail operations under bankrupt a flexible family of services that private operators. Creation of Suburban Bus Division of RTA (now Pace) unifies operations and prevents include fixed routes, Call-n- 1980 shuttering of suburban bus agencies as Rides, and vanpools. The Transit CTA Blue Line extended to O'Hare Airport. popularity of urban sprawl is making it The CTA, Metra, and Pace were have benefited from the value Agencies provide transportation Pace inaugurates Route 606 Northwest 1983 difficult for residents to live without cars. Limited service from CTA Blue Line to 1984- created to replace what were that proximity to CTA and Metra to many residents with disabilities Schaumburg. Blue Line extension benefits 1986 originally private rail, streetcar, transit service provides. A 2013 through ADA Paratransit services economic development near Rosemont and Federal investment of Interstate Highway Cumberland stations. Route 606 serves Transfer funds aids construction of Orange and bus companies that went study prepared by the Center operated by Pace and accessible employment corridor along Jane Line to Midway Airport in 1993, bolstering bankrupt. Civic leaders at the for Neighborhood Technology fixed route services operated by Addams Tollway. 1990 airport traffic and opening southwest side 1993 time knew that allowing the (CNT) found that properties near Pace, CTA, and Metra. The Transit corridor to economic development. Chicago area’s transit companies transit in Northeastern Illinois Agencies are also working to Metra inaugurates North Central Service, Metra opens Lake Cook Road Station, first new commuter rail line for Chicago 1996 unique public-private partnership between to cease operations would have and across the country emerged make the fixed route system more area in 70 years. 1996 Metra, Pace, and area businesses to had disastrous consequences. from the Great Recession 41.6 accessible. provide shuttle bug last mile connections So they created public agencies percent more valuable than the Metra receives 3 landmark Full Funding to growing job corridor. Today, the fruits – and the Grant Agreements to cover 60 percent 2000 to inherit a sizable business, but average property in the regions federal share to expand Metra's North 1 responsibilities – of the 2001 also a sizable portfolio of aged evaluated. The Metropolitan Central Service, Union Pacific West, and assets, including worn track and Planning Council (MPC) conducted region’s transit operations and SouthWest Service Lines. Metra unveiled the first of its new 300 2003 gallery cars. structure, inaccessible stations, a similar analysis for Chicago and improvements are shared by all. Federal and state investment 2001- Aging CTA Douglas Branch gets complete undersized garages, and old found that properties within two 2005 partners have provided capital rehabilitation prior to start of Pink Line trains. Under the new agencies’ blocks of transit are more than 2005 service. leadership, private investors twice as valuable as properties grants for large-scale transit State and Regional Investment in 2008 RTA 2 projects, as well as infrastructure Act increases sales tax revenue for transit were replaced with government further away. Metra provides and averts operating funding crisis and Brown Line Capacity Expansion Project investors. The new agencies congestion relief to some of improvements like the CREATE doomsday predictions. 2008 2008 provides accessible stations and longer platforms. had to find a way to continue to the nation’s most crowded Program that benefits not only provide efficient service while expressways by accommodating our transit system, but also the Pace Bus on Shoulder service begins on Stevenson Expressway (I-55). First application 2010 replacing the hand-me-down hundreds of thousands of regional roadway system and national Federal stimulus funds combined with state freight corridors. County and of this bus priority strategy in region. 2011 and private railroad money enables infrastructure through a slow commuters who prefer taking construction of Englewood Flyover, reducing municipal investment partners Red Line South Reconstruction completely 2013 and unsteady stream of public the train to being stuck in traffic. rebuilds 10.2 mile stretch beyond its expected 2013 delays for commuter, intercity, and freight subsidies. Local municipalities have joined have supported local station useful life. rail service. forces with Pace to meet the improvements to enhance transit CTA and City of Chicago partner on Loop Link 2015 The agencies set to work on service. Residents support transit providing bus priority lanes and signals across 2015 Pace dedicates region's first CNG fuel facility and buses, for greener operations. building new lines and replacing service through every taxable the Loop with rail-like customer amenities. 2016 equipment, a forward-thinking City of Chicago opens Union Station Transit Properties within two purchase made in the region, to public investment that has buoyed 2017 Center, providing improved intermodal the collective benefit of riders and Full Funding Grant Agreement from FTA connections between CTA buses, Metra, the region through decades of blocks of transit are matched with City of Chicago Tax Increment and Amtrak. drivers. Transit investments have Finance (TIF) funding allows CTA to continue demographic and development more than twice as far-reaching impacts that last for forward with Red Purple Modernization change. The City of Chicago valuable as properties generations. program. 2020 and suburban neighborhoods further away. Federal, state, and local investors con�nue as important partners in transpor�ng over 2 million travelers each day.
12 INVEST IN TRANSIT The 2018-2023 Regional Transit Strategic Plan 13 DELIVER VALUE ON OUR INVESTMENT
CREATIVE LOCAL FUNDING be completed on-time due to the that it is not possible to address all ALONE IS NOT ENOUGH lack of capital funding. Over the $37.7 billion in capital needs over The agencies have filled some next ten years, the agencies will the next ten years, but a capital of the funding gaps with short- also need to rehabilitate assets in program of $2 to $3 billion every term fixes and by working with order to help them achieve their year would allow the region to local governments and agencies. full potential and replace assets make significant improvements Metra has dedicated a portion that are due to reach the end of and pursue the strategies outlined TRANSIT’S FINANCIAL 7 of the new revenue from recent their minimum useful lives. The in this plan. total ten-year capital need will be fare increases to fund capital CTA, Metra, and Pace have $37.7 billion and affects all types Ten-Year Capital projects including rolling stock dedicated workforces able of assets ranging from guideway SITUATION TODAY Investment Needs: modernization and Positive Train to keep the trains and buses 4 elements (e.g. track) to vehicles 3 Control (PTC). The CTA and City running efficiently while meeting $37.7 Billion (e.g. trains and buses) as shown of Chicago partnered to enable the expectations of our riders. in the Ten-Year Capital Investment The Transit Agencies are on • State funds for capital, most the Red Purple Modernization However, there is a limit to the Needs chart. uneven financial footing. In recently provided through the (RPM) project to receive matching extent that their resourcefulness 2018, Transit Agencies have a state’s bond programs. funds needed to leverage a Capital funding has been and creativity can be stretched 11 federal core capacity grant. The $3 billion operating budget to • Regional funds from the Transit unpredictable over the past ten to overcome underinvestment. deliver services and a five-year, Agencies’ bond or financing local funds secured to finalize years and has varied significantly Many years of unpredictable and $4.2 billion capital budget for programs, farebox revenue or the federal partnership include by source, as shown in the insufficient capital programs due transit improvements. Operating other Service Board revenue, $400 million of CTA bonds backed Unstable Capital Funding chart. to a lack of a consistent, dedicated funding is anchored by fares paid and local municipalities. by sales tax revenue, combined This instability affected the Transit funding source will eventually lead by riders, the RTA sales tax, and with the creation of a Transit Agencies’ ability to deliver robust to failing equipment, operational funding from the state of Illinois. STATE FUNDING IS Facility Improvement Area (TFIA) capital programs, and capital interruptions, and system While none of these sources is CHRONICALLY LACKING along the project corridor.5 Pace expenditures during that time ridership losses experienced by entirely predictable, they have is partnering with the Illinois averaged only $750 million per peer legacy systems with similar been relatively consistent since The absence of a State capital Department of Transportation year. The Transit Agencies know funding situations.9 10 the RTA Act was amended in program since 2009 has left a (IDOT) and the Illinois Tollway 2008. Capital funding, however, sizable gap in the Transit Agency to maximize expressway is chronically insufficient and capital programs for several infrastructure for premium transit unpredictable. consecutive budget cycles. services through Bus-on-Shoulder Unstable Capital Funding8 The current capital program and flex lane implementation.6 The Transit Agencies’ capital assumes that state funding will be RTA, CTA, and Pace are also funding comes from a variety of nonexistent for the next few years. leveraging public funding through sources including: the issuance of agency bonds. • Federal capital grants and loan CAPITAL NEED OUTPACES programs, that include formula $ FUNDING grants (such as 5307/5340, 1 750M Even with efforts to develop 5337, 5339); discretionary average annual capital grants (such as Capital creative local solutions and Investment Grants and TIGER); expenditure is far below partnerships, the magnitude of need still outpaces the available and discretionary loan programs such as TIFIA (Transportation $ $ funding. The Transit Agencies face a State of Good Repair Infrastructure Finance and 2- 3B 1 backlog of $19.4 billion, which Innovation Act) and RRIF annual capital need includes projects that could not (Railroad Rehabilitation and 1 11 1 1 1 1 1 Improvement Financing).
14 INVEST IN TRANSIT The 2018-2023 Regional Transit Strategic Plan 15 WHAT OUR FUTURE COULD HOLD
Two possible realities lie ahead: a future with or without Repaired, extended, and long-term, sustainable capital and operating funding patched countless times since its 1896 construction, the original platform and WITH WITHOUT station at Randolph/Wabash was worn from a century of use and did not meet the needs of our time. INVESTMENT LEVEL Stable funding allows agencies to The stop-go nature of funding means build projects shortly after they are that some projects are designed designed, and to take advantage of and then wait in queue for delivery construction phasing techniques that while prices rise and plans change. save money. Other projects never reach the design phase. WHAT WE DO WITH IT Vehicles are rehabilitated when Vehicles are kept in service longer needed and replaced on time. The and rebuilt or overhauled rather than system is newer overall and the replaced. The overall system is older agencies have funding to make so operating and maintenance costs customer improvements, reduce the rise. The percentage of our transit $19.4 billion backlog, maintain assets, assets beyond their minimum useful and make customer enhancements. life will grow (currently 31% of assets are in that category).
SERVICE & CUSTOMER IMPACTS Service is reliable and fast. Agencies Service is slower. Breakdowns in rail innovate to stay competitive and can cars and buses or problems with aging experiment or pilot new programs to signal equipment lead to unreliable meet new rider needs. Fares remain service. Agencies can not modernize, stable. innovate, or adapt to meet needs of new and changing markets. The new Loop ‘L’ station ENVIRONMENTAL & opened in 2017 at SOCIETAL IMPACTS Washington/Wabash, funded through the federal CMAQ11 Transit stays competitive. Ridership Transit is unable to stay competitive program in partnership gains provide revenue that can be against personal autos and private with the City of Chicago, invested in busy routes as well as services. Ridership drops and service is a shining example of supporting services. Efficient transit is limited. Fewer transit options the transformation that is modes and enhanced coordination and less efficient modes reduce possible with transit funding. between them contribute to greater the region’s livability, vitality, and regional livability, vitality, and competitiveness. competitiveness.
16 INVEST IN TRANSIT The 2018-2023 Regional Transit Strategic Plan 17 DELIVER VALUE ON OUR INVESTMENT Recent transit funding increases in other regions out of 33 48 transit-related ballot MBTA measures passed in STRATEGIES TO $0.03 Gas Tax 2016 elections SEPTA Increase