NOTICE OF MEETING AND AGENDA - Metro Transit
NOTICE OF MEETING AND AGENDA - Metro Transit
NOTICE OF MEETING AND AGENDA - Metro Transit
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<strong>NOTICE</strong> <strong>OF</strong> <strong>MEETING</strong> <strong>AND</strong> <strong>AGENDA</strong><br />
METRO<br />
OPERATIONS COMMITTEE<br />
Tuesday, June 19, 2012, 8:00 A.M.<br />
Board Room Headquarters Building<br />
707 North First Street<br />
St. Louis, MO 63102<br />
This location is accessible to persons with disabilities. Individuals with disabilities needing<br />
information or communication accommodations should call <strong>Metro</strong> at (314) 982-1400, for TTY<br />
access, call Relay 711. Sign language interpreter services or other accommodations for persons<br />
with hearing or speech disabilities will be arranged if a request for such service is made at least two<br />
days in advance of the meeting. Large print material, Braille material or other formats will also be<br />
provided upon request.<br />
Agenda Disposition Presentation<br />
Approval Chairman Scott<br />
Quorum Robin Salters<br />
Information Chairman Scott<br />
Information R. Friem<br />
1. Call to Order<br />
2. Roll Call<br />
3. Public Comment*<br />
4. Recognition of <strong>Metro</strong> Link Rodeo Winners<br />
(a.) <strong>Metro</strong>Link Operators - Christina Hicks and<br />
Robert Yawn<br />
(b.) Electromechanics Team - Matt Fisher, Chris Lynch<br />
and Kevin Moore<br />
5. Introduction of Richard Zott, Chief of Security and Fare<br />
Enforcement<br />
6. FY2012 3 rd Quarter Performance Report<br />
7. Capital Projects Update - <strong>Transit</strong> Operations<br />
8. Capital Projects Update - Engineering & New Systems Dev.<br />
(a.) Automatic Fare Collection-Smart Card Update<br />
9. Executive Session (If needed)<br />
If such action is approved by a majority vote of The Bi-State<br />
Development Agency’s Board of Commissioners who constitute a<br />
quorum, the Board may go into closed session to discuss legal,<br />
confidential, or privileged matters under §610.021(1), RSMo<br />
1988 Supp.; leasing, purchase or sale of real estate under<br />
§610.021(2); personnel actions under §610.021(3); discussions<br />
regarding negotiations with employee groups under §610.021(9);<br />
personnel records or applications under §610.021(13); or<br />
records under §610.021(14) which are otherwise protected from<br />
disclosure by law; or confidential or privileged communications<br />
with the District’s auditor, including auditor work products under<br />
§610.021(17).<br />
10. Approval of Executive Session Items<br />
Information<br />
Information<br />
Information<br />
Information<br />
Presentation<br />
Approval<br />
Approval<br />
R. Friem<br />
R. Friem<br />
R. Friem<br />
C. Poehler<br />
C. Poehler/T. White/<br />
A. Mohan<br />
Chairman Scott<br />
Chairman Scott
Operations Committee<br />
June 19, 2012<br />
Page 2<br />
Agenda Disposition Presentation<br />
11. Unscheduled Business<br />
12. Call of Dates for Future Committee Meetings<br />
13. Adjournment<br />
Information<br />
Information<br />
Approval<br />
Chairman Scott<br />
Robin Salters<br />
Chairman Scott<br />
Note*: Public comment may be made at the written request of a member of the public specifying<br />
the topic(s) to be addressed and provided to the Agency’s information officer at least 48 hours prior<br />
to the meeting.
METRO - <strong>Transit</strong> Operations Division<br />
FY2012– 3rd Quarter Summary<br />
Report to the President /CEO and Board of Commissioners<br />
Financials<br />
FY2012 FY2012 FY2012 FY2012 FY2011 Diff FY2012<br />
YTD Actual Budgeted Variance % Actual FY2011<br />
Revenue $43,512,044 $42,915,171 $596,873 1.39% $41,438,777 $2,073,267<br />
Expenses $139,587,018 $147,673,524 ($8,086,506) -5.48% $134,914,279 $4,672,739<br />
Budget Directed<br />
Loss<br />
(Ops. Dept.) ($96,074,974) ($104,758,353) $8,683,379 -8.29% ($93,475,502) ($2,599,472)<br />
<strong>Transit</strong> Operations continues to perform well against budget through the third quarter of FY2012. Expenses are<br />
5.5% below budget, and revenues are higher than budget by 1.4%. FY2012 revenue budget assumed an increase<br />
of approximately 4% over FY2011 as a part of the decision not to increase fares until after FY2012. This appears<br />
to be the proper decision given increases in ridership approaching 10% and year over year revenues up by over<br />
5%. Year over year expense increases of approximately 3.5% are largely explained by increases in service miles<br />
and hours which are both higher by approximately 3% over FY2011 levels.<br />
Ridership Comparison<br />
System ridership<br />
Mode 3rd Qtr. 3rd Qtr. +/- Previous YTD FY2012 YTD FY2011 +/- Previous<br />
continues to recover,<br />
FY2012 FY2011 Period<br />
Period<br />
increasing 12.7% for the Rail<br />
3 rd 4,048,700 3,741,569 8.21% 12,602,637 11,999,366 5.03%<br />
quarter and 9.56% Bus 7,145,804 6,182,696 15.58% 21,607,711 19,202,520 12.53%<br />
year to date improvement<br />
Van<br />
over 2011. The increases<br />
146,506 138,424 5.84% 435,800 422,207 3.22%<br />
are across all modes.<br />
System 11,341,010 10,062,689 12.70% 34,646,148 31,624,093 9.56%<br />
The third quarter improvements are partially the result of a leap year (extra week day in February), and excellent<br />
weather in January causing less of a disincentive to ride than in previous fiscal year. However, March of 2011 and<br />
March of 2012 do not have any significant variables that could impact ridership levels, and FY2012 ridership in<br />
March was still up almost 5% in 2012. Again, YTD ridership gains are somewhat inflated by the aforementioned<br />
weather anomalies and the Cardinals World Series win in the fall.<br />
FY12<br />
Revenue<br />
Miles<br />
FY11<br />
Revenue<br />
Miles<br />
YTD Service Profiles and System Efficiencies<br />
+/-<br />
Previous<br />
Period<br />
FY12<br />
Revenue<br />
Hours<br />
FY11<br />
Revenue<br />
Hours<br />
+/-<br />
Previous<br />
Period<br />
Rail 2,379,699 2,352,931 1.14% 99,586 98,197 1.4%<br />
Bus 13,981,309 13,526,319 3.36% 1,020,120 986,844 3.4%<br />
Van<br />
3,708,283 3,428,843 8.15% 229,465 221,593 3.6%<br />
FY12 Pass/<br />
Rev. Mile<br />
FY11 Pass/<br />
Rev. Mile<br />
+/-<br />
Previous<br />
Period<br />
FY12 Pass<br />
/ Rev. Hour<br />
FY11 Pass<br />
/ Rev. Hour<br />
+/-<br />
Previous<br />
Period<br />
Rail 5.30 5.10 3.85% 126.55 122.20 3.56%<br />
Bus 1.55 1.42 8.86% 21.18 19.46 8.85%<br />
Van 0.1175 0.1231 -4.56% 1.90 1.91 -0.32%<br />
The Service Profile chart to the left<br />
shows higher levels of service delivery<br />
across all modes. <strong>Metro</strong>Link is up<br />
approximately 1.2 % in both miles and<br />
hours, largely due to high demands for<br />
service during some special events (The<br />
World Series for example) and some<br />
workarounds for planned maintenance<br />
activities. <strong>Metro</strong>Bus has seen service<br />
levels adjusted upwards by almost 3.5%<br />
due to improved scheduling techniques<br />
(a by-product of Automated Vehicle<br />
Locator (AVL) System data), Grand Bridge re-routes, and customer demand / over-crowding on several existing bus<br />
routes. Call-A-Ride is seeing some growth in customers and trip length, partially due to the increased ¾ mile<br />
boundary for the lower ($8.00) fare. Even with the increased operating tempos, fixed route service has shown<br />
significant improvements in passengers per hour and passengers per mile in fiscal year 2012, while the extended<br />
service areas do have the tendency to de-tune Call-A-Ride service. As well as the recent system performance has<br />
been, we are still about 15% below pre-2009 service efficiency results and 12 % behind reported YTD FY 2008<br />
ridership.
YTD FY2012 FY2011 +/-<br />
Arrests – <strong>Metro</strong>Bus<br />
15 16 -6.25%<br />
Arrests – <strong>Metro</strong>Link<br />
834 766 8.88%<br />
Summons - <strong>Metro</strong>Bus<br />
42 28 50.00%<br />
Summons - <strong>Metro</strong>Link<br />
1763 1358 29.82%<br />
Security Activity<br />
System wide, arrests and summons activity is up<br />
significantly across the system. Some additional efforts have<br />
been made toward addressing <strong>Metro</strong>Bus Security issues,<br />
and <strong>Metro</strong> continues to deploy Force–multiplier techniques<br />
to widen the security perimeter around several <strong>Metro</strong>Link<br />
stations. Efforts at enhancing <strong>Metro</strong>’s Security efforts include<br />
creating direct links between customer reports and Security<br />
responses, similar to those we have in modal operations (Bus, Van, Rail). In FY2012 we have been collecting<br />
Security contact information within our customer call center. (There have been some 170 customer complaints<br />
involving Security thus far in FY2012.) The Operations Division intends to add Customer Service Security Contacts<br />
as an operative and comparable statistic in FY2013.<br />
FY2012 FY2011 +/-<br />
On Time<br />
Performance<br />
On Time<br />
Performance<br />
Previous<br />
Period<br />
Service Quality Indicators<br />
FY2012<br />
Complaints/<br />
100,000<br />
FY2011<br />
Complaints/<br />
100,000<br />
+/-<br />
Previous<br />
Period<br />
Boardings Boardings<br />
Rail 98.54% 98.63% -.1% 1.06 0.85 24%<br />
Bus 91.1% 89.3%* 2.0% 15.49 16.48 -5.6%<br />
Van 95.3% 98.6% -3.3%** 15.7 21.46 -26.8%<br />
FY2012<br />
YTD<br />
Preventable<br />
Accidents<br />
FY2011<br />
YTD<br />
Preventable<br />
Accidents<br />
+/-<br />
Previous<br />
Period<br />
FY2012<br />
YTD total<br />
Accidents/<br />
Incidents<br />
FY2011<br />
YTD total<br />
Accidents/<br />
Incidents<br />
+/-<br />
Previous<br />
Period<br />
Rail 4 3 25% 14 14 0%<br />
Bus 106 149 -29% 302 361 -16%<br />
Van 37 34 8.82% 109 78 39.74%<br />
FY2012<br />
Service<br />
Delays –<br />
Equipment<br />
FY2011<br />
Service<br />
Delays –<br />
Equipment<br />
+/-<br />
Previous<br />
Period<br />
+/-<br />
Previous<br />
Period<br />
FY2012<br />
YTD MDBF<br />
FY2011<br />
YTD MDBF<br />
Rail 109 172 -36.6% 43,672 28,079 56%<br />
Bus 683 771. -11.4% 23,558 20,320 16%<br />
Van 74 54 37% 58,477 75,802 -23%<br />
The third quarter quality<br />
indicators reflect a mixed level<br />
of accomplishment, and<br />
consumer response to system<br />
issues. <strong>Metro</strong>Link has been<br />
heavily involved in single track<br />
and weekend shutdowns for<br />
maintenance and system<br />
enhancement purposes. As a<br />
result, Rail on-time performance<br />
(OTP), and customer<br />
complaints are up significantly<br />
in the third quarter with an<br />
impact on year to date (YTD)<br />
statistics. Conversely, the use of<br />
AVL data to improve bus<br />
schedules coupled with<br />
improvements in <strong>Metro</strong>Bus<br />
mechanical performance, and a<br />
proactive retraining program<br />
aimed at addressing complaints<br />
about operator behavior, have resulted in significant improvements in both improved OTP and reduced customer<br />
complaints. Call-A-Ride is changing the definition of on-time performance to measure the actual time requested by<br />
the customer instead of any re-negotiated time for pick-up or drop-off. This will ensure that this statistic is the most<br />
accurate barometer of customer satisfaction that it can be. Call-A-Ride is enjoying a lower customer complaint<br />
rate, and a 3 – 1 ratio of customer commendation to customer complaint, an impressive result. Accident rates<br />
across the system are fairly neutral, up in van and rail and down significantly in <strong>Metro</strong>Bus. Rolling stock<br />
performance continues at unheard of levels for the industry led by both bus and rail which are up significantly. Van<br />
is “down” to a little under a failure every 60,000 miles, due to our inability to locate and procure replacement vans<br />
for our service profile. We hope to have a new manufacturer under contract early in FY2013.<br />
YTD Customer Service Call Center Statistics<br />
Stability in the transit system has led to more stability in the<br />
Customer Service Call Center where calls presented in both<br />
information and service areas are up slightly as are our ability<br />
to answer these calls which are approaching 90%.<br />
Information<br />
Calls Presented<br />
% Information<br />
Calls Answered<br />
Service Calls<br />
Presented<br />
Service Calls %<br />
Answered<br />
FY2012 FY2011 +/-<br />
572,697 571,545 0.20%<br />
89.86% 88.48% 1.56%<br />
20,154 19,304 4.40%<br />
93.51% 93.72% -.22%<br />
TO Report to CEO FY12QTR3EXEC Summary.doc 2
From: Raymond A. Friem, Chief Operating Officer - <strong>Transit</strong><br />
Subject: Capital Projects Update – <strong>Transit</strong> Operations<br />
Disposition: Information<br />
Presentation: Raymond A. Friem, Chief Operating Officer – <strong>Transit</strong><br />
<strong>Metro</strong> Agenda Item<br />
Operations Committee<br />
June 19, 2012<br />
OBJECTIVE:<br />
Brief the Operations Committee regarding the status of capital projects in the <strong>Transit</strong> Operations<br />
Division and provide an update on the Automatic Fare Collection – Smart Card Program.<br />
BACKGROUND:<br />
The responsibilities of the <strong>Transit</strong> Operations Department include the daily operation and<br />
maintenance of the regional transit system and the execution of our nearly $200 million<br />
operating budget and, managing a significant portion of the Agency’s capital budget. In FY2013,<br />
<strong>Transit</strong> Operations Managers will manage projects of over $56,000,000 dollars that will purchase<br />
new rolling stock for Maintenance and Security activities, upgrade and modernize our <strong>Metro</strong>Bus<br />
facilities, provide for more reliability and enhanced security of the <strong>Metro</strong>Link system, or directly<br />
underwrite costs for Job Access Reverse Commute projects in West St. Louis County.<br />
<strong>Transit</strong> Operations Personnel are also involved in a host of projects managed by other<br />
departments within <strong>Metro</strong>. These projects include Operations Software upgrades managed by<br />
Information Technology, the Eads Bridge rehab and Smart Card projects managed by<br />
Engineering.<br />
The Smart Card project was first reviewed by this committee last summer, and an update of the<br />
status of this project will be provided by project manager Thomas White of the Engineering<br />
Department.<br />
MANAGEMENT RECOMMENDATION:<br />
No action required. This briefing paper is submitted for information only.<br />
Attachment
As of 3/31<br />
Dept Mgr Proj Mgr Mode Group Project Budgeted<br />
Available or<br />
Obligated Estimated Completion Date Notes<br />
OPS Thiessen Curry <strong>Metro</strong>Bus Veh. Maintenance Bus Cooling Fan Retrofits $1,128,990 0.00% $1,128,990 31-Jan-13<br />
OPS Thiessen Curry <strong>Metro</strong>Bus Veh. Maintenance Diesel Particulate Filter $79,500 0.00% $79,500 31-Dec-12<br />
OPS Thiessen Farthing ALL Comms. Maint. Radio System /CAD_AVL system $34,000,000 41.47% $19,899,206<br />
Fed requirement for radios<br />
30-Nov-14 starts in 2015.<br />
OPS Hall Hall Fixed Route ADA Travel Training $8,346 0.00% $8,346<br />
Ongoing "New Freedom"<br />
30-Jul-13 Program<br />
OPS Grott Hamm <strong>Metro</strong>Link Maintenance of Way Rail Grinding $924,730 100.00% $0<br />
Phase I and St. Clair County<br />
work completed in May<br />
10-May-12 2012.<br />
OPS Grott Hamm <strong>Metro</strong>Link Maintenance of Way Rail Tie Replacement Year 1 $1,934,341 28.26% $1,387,766 31-Dec-12<br />
OPS Grott Hamm <strong>Metro</strong>Link Maintenance of Way Feeder Wire Rehabilitation $566,424 84.18% $89,612 31-Oct-12<br />
OPS Grott Hamm <strong>Metro</strong>Link Maintenance of Way Substation Water mitigation (MO.) $1,024,898 11.15% $910,653 31-Dec-13<br />
OPS Grott Hamm <strong>Metro</strong>Link Maintenance of Way SCADA Hardening II $4,828,492 26.69% $3,539,531 30-Jun-13<br />
OPS Grott Hamm <strong>Metro</strong>Link Maintenance of Way CCTV Comm Room / interlocking $33,240 86.11% $4,618 30-Jun-12<br />
OPS Grott Hamm <strong>Metro</strong>Link Maintenance of Way CCTV Intrusion Alert Enhancement II $816,789 95.04% $40,507 30-Sep-12<br />
OPS Grott Hamm <strong>Metro</strong>Link Maintenance of Way SCADA Hardening I $708,233 93.91% $43,140 30-Sep-12<br />
OPS Grott Konsky <strong>Metro</strong>Link Maintenance of Way<br />
Battery Back-Up & Rectifiers, Illinois Audio<br />
Houses $48,169 64.80% $16,955 31-Oct-12<br />
OPS Friem Mefford-Miller <strong>Metro</strong>Bus Planning Bus Stop Enhancement #74 Florissant $827,400 0.00% $827,400<br />
OPS Friem Mefford-Miller <strong>Metro</strong>Bus Planning CMAQ Operating Grant $178,000 100.00% $0 31-Aug-12<br />
OPS Friem Mefford-Miller <strong>Metro</strong>Bus Planning JARC Operating Grant West County 258X $1,951,697 33.38% $1,300,144<br />
FY2012 is Year 1 of 3 year<br />
30-Jun-14 grant.<br />
OPS Friem Mefford-Miller <strong>Metro</strong>Bus Planning JARC Operating Grant West County 258 $807,585 36.11% $515,996<br />
FY2012 is Year 1 of 2 year<br />
30-Jun-13 grant.<br />
OPS Friem Mefford-Miller <strong>Metro</strong>Bus Planning Downtown Transfer Center (Design) $1,231,523 0.00% $1,231,523<br />
OPS Friem Mefford-Miller <strong>Metro</strong>Bus Planning BRT I-55 Corridor Alt Analysis $250,000 0.00% $250,000 30-Jul-13<br />
OPS Thiessen Priscu <strong>Metro</strong>Bus Fac. Maint Illinois Lot Repairs $141,048 4.29% $135,000 30-Oct-12<br />
OPS Thiessen Priscu <strong>Metro</strong>Bus Fac. Maint Missouri Facility Lot rehab $1,024,908 0.93% $1,015,351 30-Oct-12<br />
OPS Thiessen Priscu Admin Fac. Maint HQ. Elevator Replacement $441,029 0.23% $440,000 30-Jul-13<br />
OPS Thiessen Priscu <strong>Metro</strong>Bus Fac. Maint Illinois Bus fire Alarm Panel Repl. $39,300 10.94% $35,000 31-Jan-13<br />
OPS Thiessen Priscu <strong>Metro</strong>Bus Fac. Maint Brentwood Fire Alarm Panel Repl. $39,300 10.94% $35,000 31-Jan-13<br />
OPS Thiessen Priscu <strong>Metro</strong>Bus Fac. Maint Compton Fire Alarm Replacement $50,000 0.00% $50,000 31-Jan-13<br />
OPS Thiessen Priscu <strong>Metro</strong>Bus Fac. Maint Cyclone Bus Cleaner Repl. Brentwood $135,900 8.02% $125,000<br />
OPS Thiessen Priscu <strong>Metro</strong>Bus Fac. Maint Illinois Wash rack Replacement. $114,721 12.83% $100,000 31-Jul-13 Rebid due to Single Bidder<br />
OPS Thiessen Trower Non-Rev Veh Veh. Maintenance Non revenue veh. Replacements $1,684,200 80.00% $336,840 31-Dec-12<br />
OPS Thiessen Trower Non-Rev Veh Veh. Maintenance High Rail Van Acquisition $73,500 0.00% $73,500 31-Oct-12<br />
OPS Thiessen Trower Non-Rev Veh Veh. Maintenance Non revenue veh. Replacements $286,490 40.00% $171,894 30-Jun-12<br />
OPS Thiessen Trower Non-Rev Veh Veh. Maintenance illinois Mower $9,000 100.00% $0 15-Sep-11 Completed<br />
OPS Grott Wood <strong>Metro</strong>Link Maintenance of Way OCS Wire Rehab Year 3 &4 $1,357,232 39.09% $826,702 31-Oct-14
<strong>Metro</strong> Agenda Item<br />
Operations Committee<br />
June 19, 2012<br />
From: Raymond A. Friem, Chief Operating Officer - <strong>Transit</strong><br />
Subject: Capital Projects Update – Engineering and New Systems Development<br />
Disposition: Information/Presentation<br />
Presentation: Christopher C. Poehler, P. E. Senior Vice President, Engineering & New Systems<br />
Development<br />
OBJECTIVES:<br />
To inform the Operations Committee of the current status of key Operations projects scheduled<br />
for completion in FY2013.<br />
BACKGROUND:<br />
Engineering & New Systems Development (E&NSD) is currently managing or assisting in the<br />
execution of approximately 35 projects throughout the bus and rail systems facilities. Most of<br />
these projects require close coordination with various departments throughout the Operations<br />
organization to ensure success.<br />
ANALYSIS:<br />
Following are updates of three key projects that will be completed in FY 2013.<br />
New Freedom Bus Stops<br />
• Scope – Upgrade approximately 200 existing bus stops to make them accessible under<br />
Federal ADA guidelines. There are 125 stops in St. Louis City across 19 Aldermanic Wards<br />
and 75 stops in St. Louis County. This is the third project of this kind. The previous two<br />
projects upgraded a total of 165 stops throughout the system.<br />
• Budget – Overall Project budget is approximately $1,000,000.<br />
• Schedule – Construction contract will advertise soon. Construction is expected to begin in<br />
late summer and be completed before the end of the calendar year.<br />
Scott <strong>Transit</strong> Plaza<br />
• Scope – In conjunction with the City of St. Louis reconstruction of the grand Bridge, <strong>Metro</strong><br />
is reconstructing the Grand <strong>Metro</strong>Link station and associated transit plaza. Scope includes<br />
the removal of elevators from the platform to the north side of Scott Avenue, construction of<br />
an aesthetically pleasing, well lit plaza area beneath the bridge, including an art installation<br />
and a new 60 spot parking lot.<br />
• Budget – The total project budget is $7.3 million. Current forecasts show the project will be<br />
completed within budget.<br />
• Schedule – Project is somewhat dependent on completion of the bridge, but the current<br />
schedule shows completion in early August.
Operations Committee<br />
Capital Projects Update - Engineering<br />
June 19, 2012<br />
Page 2<br />
UMSL Interlocking<br />
• Scope – The UMSL Interlocking project consists of the construction of a new universal<br />
mainline crossover (Interlocking). The average separation of mainline crossover tracks on<br />
the Phase 1 <strong>Metro</strong>Link Alignment is approximately 2 miles. However, over the subject<br />
segment of the alignment, the distance between the North Hanley and Page Interlockings is<br />
4.2 miles. Installation of the new interlocking will provide much needed operational<br />
flexibility with regard to maintenance and incident management. <strong>Metro</strong> manages all aspects<br />
of the design, material procurement and construction of multiple bid packages for civil, track,<br />
traction power, signals, and communications work associated with this project. The location<br />
of the planned UMSL Interlocking is just south of the existing UMSL South <strong>Metro</strong>Link<br />
Station.<br />
• Budget – The total project budget is currently $9,931,880. The original budget was<br />
$8,487,106. The low bid to perform all work associated with this project was $9,700,000, in<br />
December 2010. <strong>Metro</strong> made the decision to cancel that solicitation and take on the<br />
management and coordination of all project disciplines in the interest of minimizing cost. By<br />
breaking the project into discreet construction and procurement packages, <strong>Metro</strong> is on track<br />
to realize roughly $2,000,000, in overall project savings.<br />
• Schedule - Civil and Track Installation work are currently under contract and actively<br />
working. Both of these disciplines will complete in the third quarter of 2012. The Signal<br />
Installation contract is waiting to be awarded and represents the project critical path,<br />
completing in February 2013.<br />
MANAGEMENT RECOMMENDATION:<br />
No action is required. This material is provided for information only.
<strong>Metro</strong> Agenda Item<br />
Operations Committee<br />
June 19, 2012<br />
From: Raymond A. Friem, Chief Operating Officer - <strong>Transit</strong><br />
Subject: Automated Fare Collection and Smart Card System Update<br />
Disposition: Information/Presentation<br />
Presentation: Christopher C. Poehler, P.E. Senior VP, Engineering & New Systems<br />
Development; Thomas White, Fare Collection Project Manager; Anjana Mohan,<br />
Fare Collection Deputy Project Manager<br />
OBJECTIVES:<br />
To inform the Operations Committee of the current project status and schedule for the Automatic<br />
Fare Collection and Smart Card System.<br />
BACKGROUND:<br />
<strong>Metro</strong> is in the process of implementing a system-wide fare collection system utilizing smart<br />
card technology. The project consists of upgrading existing TVM and validators, replacing the<br />
outdated bus farebox equipment and installing a smart card back-end system. The System shall<br />
support <strong>Metro</strong> and Madison County <strong>Transit</strong> (MCT), and possible future participants.<br />
ANALYSIS:<br />
The attached presentation provides information on project status, schedule and near-term<br />
installation activities. The following provides highlights of the attached presentation.<br />
Project Status<br />
Farebox Contractor – Scheidt & Bachmann<br />
• Scheidt & Bachmann has started on the Phase 1 activities, which consists of the design and<br />
construction of fareboxes for cash and existing paper fare media use.<br />
• They have procured the materials for the farebox and have begun the manufacture of the first<br />
set of 50 fareboxes. The first Farebox was completed on June 1, 2012.<br />
• They have started preparing for farebox performance testing.<br />
Smart Card Contractor – Indra<br />
• Indra Installed the draft system software on <strong>Metro</strong>’s virtual Servers for testing<br />
• They passed the Functional Testing of the Ticket Vending Machines (TVMs)<br />
• They are preparing to deliver new TVMs and install them in Illinois<br />
• They are preparing to upgrade Missouri TVMs<br />
• They are preparing to deliver and install new Missouri and Illinois Validators<br />
• TVM Installation and Upgrades August 2012<br />
Near Term Project Schedule<br />
• Validator Installation September 2012
Operations Committee<br />
Automatic Fare Collection and Smart Card System Update<br />
June 19, 2012<br />
Page 2 of 2<br />
• Farebox Pilot Test on 40 Busses October 2012<br />
• Cash and existing paper fare media only<br />
Farebox Installed on Full Fleet April 2013<br />
• Cash and existing paper fare media only<br />
Near-Term Installation Activities<br />
Ticket Vending Machines and Validators will be replaced in Illinois. The new equipment will<br />
have several new features, such as paying with credit cards, which will make purchasing tickets<br />
easier for the customer.<br />
The new validators will be installed to provide a clear delineation to the paid fare zone, a<br />
“virtual” gate, where all customers will be required to show proof of valid fare. The installation<br />
of the validators will have challenges as the entrances to the platform will need to remain open<br />
during construction activities.<br />
To help the customer understand the changes that will be occurring, <strong>Metro</strong> will have<br />
ambassadors at the stations to help customers. This, along with other customer notifications and<br />
press releases, will help minimize the impact on customers.<br />
MANAGEMENT RECOMMENDATION:<br />
No action is required. This material is provided for information only.
Automatic Fare Collection<br />
System<br />
Project Update<br />
June 2012<br />
Project Status – Farebox Vendor<br />
Scheidt & Bachmann<br />
Phase 1<br />
• Cash and Existing Paper Media Only<br />
In Progress<br />
• Design of Farebox System Software<br />
Test Farebox<br />
• Manufacturing the First Fareboxes<br />
– First Farebox Completed June 1, 2012<br />
• Preparing for Farebox Performance Testing<br />
– Testing the Hardware and Software<br />
Driver Control Unit<br />
Page 1 of 7
Project Status – Smart Card Vendor<br />
Indra<br />
Completed<br />
– Passed Functional Testing of Ticket<br />
Vending Machines (TVMs)<br />
– Installed Phase 1 System Software<br />
In Progress<br />
– Testing of Phase 1 Software<br />
– New Illinois TVMs being manufactured<br />
– Preparing to Upgrade Missouri TVMs<br />
– Preparing to Deliver New Missouri and<br />
Illinois Validators<br />
New Ticket Vending<br />
Machines being<br />
manufactured<br />
New Validators<br />
being tested<br />
Near Term Project Schedule<br />
August 2012<br />
September 2012<br />
October 2012<br />
Spring 2013<br />
April 2013<br />
TVM Installation and Upgrades<br />
Validator Installation<br />
Farebox Pilot Test on 40 Busses<br />
(Cash and existing paper media only)<br />
Eliminate Pre-Validation<br />
Fareboxes Installed on Full Fleet<br />
(Cash and existing paper media only)<br />
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Near Term Activities – Equipment Upgrades<br />
Illinois Ticket Vending Machine (TVM) Replacement<br />
• TVMs replaced at all St. Clair County <strong>Metro</strong>Link Stations<br />
Missouri Equipment Upgrades<br />
• All Missouri TVMs get upgraded<br />
System Wide<br />
• Old Validators Replaced<br />
• New Validators added<br />
Replacement Schedule<br />
• TVM upgrades begin in Fall 2012<br />
• Validators begin in Fall 2012<br />
• Rail Systems Upgrade completes Spring 2013<br />
Replacement of Illinois TVMs<br />
Existing machines<br />
• Past the end of their useful life<br />
New Features<br />
• Simplified purchasing<br />
screen-flows<br />
Existing<br />
screen<br />
pixels<br />
failing<br />
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Replacement of Illinois TVMs<br />
New features for customers<br />
– Purchase 7-day pass<br />
– Purchase 30-day pass<br />
– “Round Trip” option<br />
– Select date of 1-day pass<br />
– Pay with credit & debit card<br />
Validators Upgrades<br />
Phase 1 & St. Clair Co. Lines<br />
• Validators past their useful life<br />
• New locations to make Validators more<br />
visible and more accessible<br />
New features for customers<br />
• Customer message display<br />
• Validation lights on post and validator<br />
• Audio confirmation<br />
• Smart card reader (future use)<br />
Existing<br />
Validators<br />
New<br />
Validators<br />
Page 4 of 7
Validators Upgrades<br />
Work includes<br />
• Breaking up/replacing concrete<br />
• Installing conduit<br />
• Installing tactile strip<br />
– Clear delineation of<br />
“paid fare” zone<br />
– Similar concept as other<br />
Agencies<br />
• Work at multiple stations<br />
Entrances will remain open<br />
with at least one validator<br />
working at all times<br />
Validators will form a visible “Virtual Gate”<br />
Missouri Equipment Upgrades<br />
TVM Upgrades – Hardware<br />
• New Smart Card Hardware<br />
• New network hub to network<br />
the Validators<br />
• Networking will allow<br />
software to be installed or<br />
upgraded remotely<br />
• New Ticket Rolls<br />
Missouri Ticket<br />
Vending Machines<br />
Page 5 of 7
Agency preparing for Customer Education<br />
• <strong>Metro</strong> Representatives will be at stations during<br />
upgrades / equipment installation<br />
– “Ambassadors” to assist in education<br />
– Help customers purchase tickets<br />
– Answer questions<br />
• <strong>Metro</strong> Customer Service team<br />
– Trained and ready for phone calls and questions<br />
– Will have access to the screen-flows to assist customers<br />
remotely<br />
• Customer Notifications<br />
– Press release<br />
– Website information<br />
– At station and on-train information and signage<br />
Mid Term Activities<br />
Farebox Activities<br />
• Farebox Manufacturing ongoing<br />
• Pre-Shipment Inspection ongoing<br />
• Functional Acceptance Testing upcoming<br />
Internal Activities<br />
• Business Procedure Analysis<br />
• Fare Policy Study<br />
• Partnering with external entities (Universities, Retailers)<br />
• Budget analysis<br />
Page 6 of 7
Project Benefits<br />
Benefits are already being realized<br />
• <strong>Metro</strong> is analyzing existing Business Processes<br />
• System Design is providing opportunities to identify<br />
improvements<br />
• Internal consensus and Adaptive change<br />
• Design is occurring in an inter-disciplinary manner<br />
• Project has provided opportunities for Inter Department and<br />
Inter Division synergies & discussions<br />
(Bus Operations, Research, Planning & Systems Development)<br />
(Communications, Customer Service & Bus Operations)<br />
• Inter Agency Partnerships being forged<br />
(MTC - San Francisco <strong>Metro</strong>politan Transportation Commission ,<br />
MARTA <strong>Metro</strong>politan Atlanta Rapid Transport Authority, etc.)<br />
Page 7 of 7