STATE OF CALIFORNIA • DEPARTMENT OF TRANSPORTATION TECHNICAL REPORT DOCUMENTATION PAGE DRISI-2011 (REV 10/1998) 1. REPORT NUMBER 2. GOVERNMENT ASSOCIATION NUMBER 3. RECIPIENT'S CATALOG NUMBER CA19-3151 4. TITLE AND SUBTITLE 5. REPORT DATE Quantifying Results of Key Transit Investments 07/08/2019 6. PERFORMING ORGANIZATION CODE 7. AUTHOR 8. PERFORMING ORGANIZATION REPORT NO. Shailesh Chandra and Vahid Balali 9. PERFORMING ORGANIZATION NAME AND ADDRESS 10. WORK UNIT NUMBER California State University, Long Beach 6300 State University Drive 11. CONTRACT OR GRANT NUMBER Long Beach, CA 90815 65A0710 12. SPONSORING AGENCY AND ADDRESS 13. TYPE OF REPORT AND PERIOD COVERED California Department of Transportation Final Report Division of Research, Innovation, and System 14. SPONSORING AGENCY CODE Information MS-83 15. SUPPLEMENTARY NOTES 16. ABSTRACT Caltrans Division of Rail and Mass Transportation (DRMT) administers several public transportation programs in California from the state as well as federal funding sources. There is a need for DRMT management and staff to be able to analyze expenditures on projects that it administers for the state and federal public transportation programs. In order to address this need, appropriate measures and metrics should be identified for projects. The metrics should be quantifiable, measurable, and comprehensible. Under current practices, this is seldom done due to lack of a tool or guidance for DRMT to follow or use. This research identifies measures and metrics that are quantified for various key project investments and describes appropriate approaches to quantifying identified measures for some sample projects. 17. KEYWORDS 18. DISTRIBUTION STATEMENT Transit; bus; funding; metrics; investment No Restrictions 19. SECURITY CLASSIFICATION (of this report) 20. NUMBER OF PAGES 21. COST OF REPORT CHARGED Unclassified 98 Reproduction of completed page authorized. ADA Notice For individuals with sensory disabilities, this document is available in alternate formats. For alternate format information, contact the Forms Management Unit at (916) 445-1233, TTY 711, or write to Records and Forms Management, 1120 N Street, MS-89, Sacramento, CA 95814. DISCLAIMER STATEMENT This document is disseminated in the interest of information exchange. The contents of this report reflect the views of the authors who are responsible for the facts and accuracy of the data presented herein. The contents do not necessarily reflect the official views or policies of the State of California or the Federal Highway Administration. This publication does not constitute a standard, specification or regulation. This report does not constitute an endorsement by the Department of any product described herein. For individuals with sensory disabilities, this document is available in alternate formats. For information, call (916) 654-8899, TTY 711, or write to California Department of Transportation, Division of Research, Innovation and System Information, MS-83, P.O. Box 942873, Sacramento, CA 94273-0001. Contract No.: 65A0710 Task No. 3151 Quantifying Results of Key Transit Investments Prepared by: Shailesh Chandra and Vahid Balali California State University, Long Beach July 8, 2019 1 DISCLAIMER The contents of this report reflect the views of the authors who are responsible for the facts and the accuracy of the information presented herein. This document is disseminated under the sponsorship of the California Department of Transportation (Caltrans). Caltrans assumes no liability for the contents or use thereof. ACKNOWLEDGEMENT The authors would like to thank the panel members for providing valuable insights and feedbacks on various aspects of this research. The authors would also like to mention that the support of this research was provided by a contract from Caltrans to California State University, Long Beach. 2 Table of Contents EXECUTIVE SUMMARY ................................................................................................. 5 INTRODUCTION AND BACKGROUND .......................................................................... 8 LITERATURE REVIEW ................................................................................................... 9 RESEARCH FINDINGS ON QUANTIFYING RESULTS OF INVESTMENTS ............... 16 PROJECT A - PURCHASE REPLACEMENT TRANSIT VEHICLES ............................ 16 Project Overview ..................................................................................................................................... 16 Quantification of Outputs ....................................................................................................................... 20 PROJECT B - REDLANDS PASSENGER RAIL ........................................................... 21 Project Overview ..................................................................................................................................... 21 Quantification of Outputs ....................................................................................................................... 25 PROJECT C - RT 34 (FIFTH ST)/RICE AVENUE GRADE SEPARATION ................... 27 Project Overview ..................................................................................................................................... 27 Quantification of Outputs ....................................................................................................................... 30 PROJECT D - SAN ONOFRE TO PULGAS DOUBLE TRACK PHASE 2 ..................... 32 Project Overview ..................................................................................................................................... 32 Quantification of Outputs ....................................................................................................................... 37 PROJECT E - SHAFTER SATURDAY DAR SERVICE ................................................. 42 Project Overview ..................................................................................................................................... 42 Quantification of Outputs ....................................................................................................................... 46 PROJECT F - CLIPPER FARE PAYMENT SYSTEM ................................................... 49 Project Overview ..................................................................................................................................... 49 Quantification of Outputs ....................................................................................................................... 52 PROJECT G - PURCHASE 29 -45' BUSES .................................................................. 54 Project Overview ..................................................................................................................................... 54 Quantification of Outputs ....................................................................................................................... 55 DISCUSSION AND CONCLUDING REMARKS ............................................................ 57 Recommendations .................................................................................................................................. 61 APPENDIX .................................................................................................................... 64 3 This page is left blank intentionally 4 EXECUTIVE SUMMARY Caltrans Division of Rail and Mass Transportation (DRMT) administers several public transportation programs in California from the state as well as federal funding sources. There is a need for DRMT management and staff to be able to analyze expenditures on projects that it administers for the state and federal public transportation programs. In order to address this need, appropriate measures and metrics should be identified for projects. The metrics should be quantifiable, measurable, and comprehensible. Under current practices, this is seldom done due to lack of a tool or guidance for DRMT to follow or use. This research identifies measures and metrics that are quantified for various key project investments and also describes appropriate approaches to quantifying identified measures for some sample projects. Based on the preliminary investigation, there were ten measures identified to determine the project-level impact of specific investments across various transit agencies in California. These measures are accessibility, costs, greenhouse gas (GHG) emissions, land use, mobility, safety and security, service quality, travel time, economic development, and resource utilization. Seven sample projects along with reports and referenced webpages provided by DRMT were reviewed in this research. Additional project-specific investment results were also collected based on resources collected through web searches. The list of projects that formed the focus of this research is as follows: 1. Project A - Purchase Replacement Transit Vehicles 2. Project B - Redlands Passenger Rail 3. Project C - Rt 34 Fifth St - Rice Avenue Grade Separation 4. Project D - San Onofre to Pulgas Double Track Phase 2 5. Project E - Shafter Saturday DAR Service 6. Project F - Clipper Fare Payment System 7. Project G - Purchase 29 -45' Buses The research findings have been limited to assessing only short-term impacts of the project investments – i.e. immediately after the project is completed and the facility becomes functional. Assessment of long-term impacts of each investment will involve