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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 />

Page 2 of 7


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 />

Page 3 of 7


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

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