An optimization model for bus fleet replacement with budgetary and environmental constraints

ABSTRACT

As maintenance and operation costs increase with usage over time, equipment is replaced when the value of new equipment is more attractive. Some methods have been developed to solve this problem. In the public transport sector, such problems are frequently analyzed by fleet managers and determined by bus age restriction regulations. We propose an Integer Programming model that integrates both budgetary and environmental constraints (CO₂ emissions) which, as far as we know, have not previously been studied in conjunction. The study aims to determine the optimal replacement plan for a fleet of diesel buses of different size, age, maintenance costs and emissions rates, with new (less polluting) diesel buses over a time horizon of 50 years. The results indicate that it is possible to reduce emissions with a low annual budget using an optimal replacement policy.     

Merging bus routes in Hong Kong’s central business district: Analysis and models

A significant portion of the 200,000 people working in Hong Kong’s central business district (CBD) relies on buses as their primary means of transport. During peak hours, nearly a thousand double-decker buses pour into a tiny area of 150 ha. This causes traffic congestion and air pollution. Moreover, given that the flow is uni-directional (into the CBD in the morning and out of the CBD in the afternoon), the occupancy of buses in the CBD is actually low.In this paper, we propose to reduce traffic congestion and to increase bus occupancy by merging bus routes. We describe the peculiar situation of the CBD in Hong Kong and explain the necessary conditions for the possible success of merging routes. Our analysis shows that merging will lead to an overall benefit for all parties, including government, bus operators, and passengers. The actual merging decisions, which routes to merge and at what frequencies buses should run, are determined by a mathematical model. The model also shows quantitatively the benefits of merging routes and the impacts of other factors. The procedure that we follow and the model that we adopt can be applied to other CBD.     

Energy consumption and cost-benefit analysis of hybrid and electric city buses

This paper presents a cost-benefit analysis (CBA) of hybrid and electric city buses in fleet operation. The analysis is founded on an energy consumption analysis, which is carried out on the basis of extensive simulations in different bus routes. A conventional diesel city bus is used as a reference for the CBA. Five different full size hybrid and electric city bus configurations were considered in this study; two parallel and two series hybrid buses, and one electric city bus. Overall, the simulation results indicate that plug-in hybrid and electric city buses have the best potential to reduce energy consumption and emissions. The capital and energy storage system costs of city buses are the most critical factors for improving the cost-efficiency of these alternative city bus configurations. Furthermore, the operation schedule and route planning are important to take into account when selecting hybrid and electric city buses for fleet operation.     

Uncertainty modeling for bus selection and allocation in a private transportation system

ABSTRACT

This paper describes the development of a probabilistic formulation that provides global optimum selection and allocation of a fleet of buses in a private transportation system of an organization where a third party is hired to provide transportation for its employees and their dependents. In this private transportation system, a fleet of buses is to be selected and allocated to serve employees and their independents on different prescheduled trips along different routes from the organization’s headquarters and residential compound where round-trip times of scheduled trips are subject to uncertainty due to random delays. We propose a probabilistic approach based on 0-1 integer programming for the selection and allocation to determine the optimal number and size of buses assigned to a set of prescheduled trips in a particular time interval. Examples and a case study are presented to illustrate the applicability and suitability of the proposed approach.     

Examining the benefits of using bio-CNG in urban bus operations

Public service fleets offer an attractive option for introducing new renewable fuels on a large scale, which allow for the reduction of both greenhouse gas emissions and exhaust air pollutants. This study examines the use of biomethane (bio-CNG) and compressed natural gas for part of the bus fleet in Dublin, Ireland. The emissions produced from the 2008 fleet based at one of the city’s seven bus depots are compared to use of new diesel and bio-CNG buses. The optimum feedstock for bio-CNG production in Ireland was then investigated, as well as the quantity of feedstock needed to produce the required bio-CNG to fuel the bus fleet examined. As expected the results showed a substantial decrease in all exhaust emissions from the use of bio-CNG buses compared the 2008 fleet. Grass silage was chosen as the optimum feedstock for production of bio-CNG in Ireland.     

Numerical analysis of electric bus fast charging strategies for demand charge reduction

Electric transit buses have been recognized as an important alternative to diesel buses with many environmental benefits. Electric buses employing lithium titanate batteries can provide uninterrupted transit service thanks to their ability of fast charging. However, fast charging may result in high demand charges which will increase the fuel costs thereby limiting the electric bus market penetration. In this paper, we simulated daily charging patterns and demand charges of a fleet of electric buses in Tallahassee, Florida and identified an optimal charging strategy to minimize demand charges. It was found that by using a charging threshold of 60–64%, a $160,848 total saving in electricity cost can be achieved for a five electric bus fleet, comparing to a charging threshold of 0–28%. In addition, the impact of fleet sizes on the fuel cost was investigated. Fleets of 4 and 12 buses will achieve the lowest cost per mile driven when one fast charger is installed.     

Incentive subsidy scheme design with elastic transport demand

Huge public transport subsidies caused by deficits have become a heavy financial burden on some local governments due to the decline of bus passenger numbers. It is essential to apply the performance‐based contract to bus services considering maximization of social welfare. This paper constructs an incentive subsidy contract considering the decision‐making powers of the service level and calculating the proper frequency elasticity aiming at two problems of performance‐based contracts. Meanwhile, we consider a role of bus operators ignored by most researchers. Under the scheme, the decision‐making power of the service level is discussed based on five assumptions, and meanwhile, bus operators are motivated to reduce cost and improve service level in the scheme. The case of the bus service of Arao city indicates that the optimal frequency equals to zero when bus operators decide frequency. If bus operators determine efforts, the optimal effort also equals to zero with the goal of maximizing the profit. Also, bus operators can play their roles in lessening cost and improving service level to help bus operators and the local government achieve a win‐win situation, which maximizes the social benefit in this subsidy scheme when all factors are decided by the government. Copyright © 2013 John Wiley & Sons, Ltd.     

Fare deregulation of transit services: Winners and losers in a competitive market

Currently, the Hong Kong government imposes fare control on buses and taxi while the rail services are immune to such a control. This study examined four scenarios of fare deregulation on transit services by considering three related parties of a transit system – service providers, travelers, and society in general, with their respective objectives represented as – revenue, travel utility, and congestion. Analyzing the resultant impacts on these three parties, we found that a different regulatory environment would favor or hurt a different set of parties. There is no clear win‐win situation for all parties. Deciding a socially acceptable regulatory environment is likely to involve difficult tradeoffs among these parties.     

Planning and Evaluation of Passenger Ferry Service in Hong Kong

A predominant observation in Hong Kong is the continuous loss in ferry patronage. There are two main reasons for this: poor level-of-service and better competitors. New roads, bridges, and tunnels are serving the buses, and to some extent the railways; whereas the investment in ferry terminals is relatively at a lower level. On the one hand, there is no need to promote the ferries in a free market environment; but on the other hand, the ferries have the best safety record, can only relieve some traffic congestion and need water access that is one of the characteristics of Hong Kong. The goal of this paper is to design a planning approach combined with an evaluation procedure on how to make the best use of the existing water and pier resources in Hong Kong through the provision of commercially viable ferry services. The approach used covers the impact of future developments planning up to 2006 comprising all public transport modes in Hong Kong (heavy rail, metro, bus, and ferry). The planning tool is based on a newly developed multi-objective evaluation method in order to assess the ferry routes with scientific, practical, and simplified analyses for future use. This assessment is applied to the existing ferry routes and candidate routes and can also be carried out on an individual route basis or on a given set of routes. The objective functions set forth analytically in the evaluation method take into account the interests of the three participants: the passengers, the operators and the government. The proposed ferry network design formulation and the suggested new ferry routes will have a positive impact on changing the ferry system’s image in Hong Kong.     

Introducing alternative fuel vehicles in Hong Kong: views from the public light bus industry

Hong Kong was the first place in the world to implement a trial scheme to convert all public light buses (PLBs) on the road from diesel to alternative fuel vehicles (AFVs). The scheme, however, did not receive much support from PLB operators. At present, there is a rich literature on households’ demand for AFVs (especially in the USA). However, there have not been many studies about the demand for commercial AFVs in the business and public transport sectors. Since light buses running on alternative fuels are not widely available in the Hong Kong market, a stated preference (SP) survey was conducted to solicit the preferences of PLB operators on eight commercial vehicle attributes and seven forms of government support. The SP data are analyzed by multinomial logit (MNL) models. Detailed analyses on market segmentation and price elasticities follow. The results are of theoretical and practical significance.     

Environmental benefits of natural gas for buses

This paper presents a life cycle assessment comparing diesel buses with buses fueled by natural gas. The data for the emission of pollutants are based on the MEET Project of the European Commission (EC), supplemented by data measured for diesel and gas buses in Paris. The benefits of the gas fueled bus are then quantified using the damage cost estimates of the ExternE Project of the EC. A diesel bus with emissions equal to Standard EURO2 of the EC is compared with the same bus equipped with a natural gas engine, for use in Paris and in Toulouse. The damage cost of a diesel bus is significant, in the range of 0.4–1.3

/km. Natural gas allows an appreciable reduction of the emissions, lowering the damage cost by a factor of about 2.5 (Toulouse) to 5.5 (Paris). An approximate rule is provided for transferring the results to other cities. A sensitivity analysis is carried out to evaluate the effect of the evolution of the emissions standard towards EURO3, 4 and 5, as well as the effect of uncertainties. Finally a comparison is presented between a EURO2 diesel bus with particle filter, and a gas fueled bus with the MPI engine of IVECO, a more advanced and cleaner technology. With this engine the damage costs of the gas fueled bus are about 3–5 times lower than those of the diesel with particle filter, even though the latter has already very low emissions.     

Planning and control of paratransit services in Hong Kong

As paratransit services, Hong Kong's taxis and public light buses (PLB) carried some 30% of the 9.7 million daily public transport boardings in Hong Kong in 1988. Most of the vehicles are individually owned, and services are operated as commercially viable concerns. While operators have a high degree of operational flexibility, taxis and PLBs are closely regulated by the Government. The fleet sizes are controlled by licensing. There is a system of zoning for taxis, and operational prohibitions and restrictions for PLBs. Over the years, Hong Kong has developed some practicable means of operational control on taxis and PLBs. It has been 20 years since PLBs were legalized in 1969. The transition experienced by this mode, from no control to regulated operations, signifies a major step forward from the point of view of transport administration. The Government's participation in the planning for PLB services has guided the development of this mode. In this paper, the planning and control mechanisms for Hong Kong's paratransit modes are introduced. Identified deficiencies are also discussed.     

Controlling vehicular emissions in Beijing during the last decade

The vehicle population of Beijing is sharply increasing at an average annual rate of 14.5%, causing severe transportation and environmental problems. The Beijing municipal government and the public have worked hard to control vehicular emissions since 1995. Strategies and measures have been introduced to regulate land use and traffic planning, emission control of in-use vehicles and new vehicles, fuel quality improvement, introduction of clean fuel vehicle technology and fiscal incentives. New development plans for Beijing will change the transportation structure by encouraging public transportation. For in-use vehicles, the I/M program has employed ASM tests since early 2003 and the government has encouraged the retirement of high-emission vehicles. For new vehicles, Beijing introduced Euro 1 and Euro 2 emission standards in early 1999 and 2003, respectively. It is also confirmed that Euro 3 standards will be introduced in 2005. At the same time, the fuel quality in Beijing was improved significantly, by banning lead and reducing sulfur among other changes. CNG and LPG were introduced in 1999 and are used in buses and taxis. Today Beijing has the largest CNG bus fleet in the world with more than 2000 dedicated CNG buses. Beijing has also focused on fiscal incentives such as tax deductions for new vehicles meeting enhanced emission standards to encourage their sales. These strategies and measures have had an impact on the control of vehicular emissions. Despite the rapid increase of the vehicle population by 60% between 1998 and 2003, total vehicular emissions have not increased. With the enhancement of vehicular emission control, the air quality in Beijing is improving as the city strives to its goal for a “Green Olympics”.     

Electronic road pricing: An idea whose time may never come

Hong Kong's experiment with electronic road pricing showed that the technology was completely feasible. However, the government was unable to implement the scheme due to strong opposition from a public that perceived it as an invasion of privacy and a tax increase. This outcome was partly a result of forces unique to Hong Kong's political culture as well as both strategic and tactical errors made by the Hong Kong government in presenting its proposal. However, the Hong Kong experience also raises serious questions about whether a sophisticated road pricing scheme will ever be acceptable in a democratic urban polity.     

Reduction of capacity and projected costs associated with seat belt installation on school buses

This study examines the potential effects the installation of seat belts on school buses would have on the fleet capacity in Alabama and the resulting cost implications. The study also documents the myriad research studies and professional opinions offered on the potential safety effects of equipping school buses with safety restraints/seat belts. Four seat configurations for the school buses were analyzed. The first configuration represents the most common current bus seating configuration without seat belts, 3 seats on each side of the aisle and 12 rows (3/3-12). The physical space required for seat belt hardware may result in a loss of a row of seats and may reduce the number of students seated per row. Thus, three more configurations were studied: loss of a row of seats (3/3-11), loss of one seat per row (3/2-12), and loss of both a row of seats and a seat per row (3/2-11). The capacity for each configuration for each bus using current pupil loads was determined. The costs associated with installation of seat belts, and purchase and operation of new buses were obtained. Should school bus seat belts become mandatory in Alabama, the results obtained in this study can be used by any school system to determine the optimum configuration for their pupils, which will identify the number of additional buses that must be purchased by the school system. This study found that many of the buses that would become overloaded due to seat belt installation and the resultant loss of seating will be carrying only a few excess pupils. Transportation supervisors may be able to handle such overloads by transferring these pupils to other buses or by adjusting their bus routes to minimize purchase of new buses. Additional suggestions for handling bus overloads were offered in the body of this report.     

Locating charging infrastructure for electric buses in Stockholm

Charging infrastructure requirements are being largely debated in the context of urban energy planning for transport electrification. As electric vehicles are gaining momentum, the issue of locating and securing the availability, efficiency and effectiveness of charging infrastructure becomes a complex question that needs to be addressed. This paper presents the structure and application of a model developed for optimizing the distribution of charging infrastructure for electric buses in the urban context, and tests the model for the bus network of Stockholm. The major public bus transport hubs connecting to the train and subway system show the highest concentration of locations chosen by the model for charging station installation. The costs estimated are within an expected range when comparing to the annual bus public transport costs in Stockholm. The model could be adapted for various urban contexts to promptly assist in the transition to fossil-free bus transport. The total costs for the operation of a partially electrified bus system in both optimization cases considered (cost and energy) differ only marginally from the costs for a 100% biodiesel system. This indicates that lower fuel costs for electric buses can balance the high investment costs incurred in building charging infrastructure, while achieving a reduction of up to 51% in emissions and up to 34% in energy use in the bus fleet.     

Integrating bus services with mixed fleets

Conventional bus service (with fixed routes and schedules) has lower average cost than flexible bus service (with demand-responsive routes) at high demand densities. At low demand densities flexible bus service has lower average costs and provides convenient door-to-door service. Bus size and operation type are related since larger buses have lower average cost per passenger at higher demand densities. The operation type and other decisions are jointly optimized here for a bus transit system connecting a major terminal to local regions. Conventional and flexible bus sizes, conventional bus route spacings, areas of service zones for flexible buses, headways, and fleet sizes are jointly optimized in multi-dimensional nonlinear mixed integer optimization problems. To solve them, we propose a hybrid approach, which combines analytic optimization with a Genetic Algorithm. Numerical analysis confirms that the proposed method provides near-optimal solutions and shows how the proposed Mixed Fleet Variable Type Bus Operation (MFV) can reduce total cost compared to alternative operations such as Single Fleet Conventional Bus (SFC), Single Fleet Flexible Bus (SFF), Mixed Fleet Conventional Bus (MFC) and Mixed Fleet Flexible Bus (MFF). With consistent system-wide bus sizes, capital costs are reduced by sharing fleets over times and over regions. The sensitivity of results to several important parameters is also explored.     

Strategic evacuation planning with pedestrian guidance and bus routing: a mixed integer programming model and heuristic solution

This paper presents a mathematical model to plan emergencies in a densely populated urban zone where a certain numbers of pedestrians depend on transit for evacuation. The proposed model features an integrated operational framework, which simultaneously guides evacuees through urban streets and crosswalks (referred to as “the pedestrian network”) to designated pickup points (e.g., bus stops), and routes a fleet of buses at different depots to those pick‐up points and transports evacuees to their destinations or safe places. In this level, the buses are routed through the so‐called “vehicular network.” An integrated mixed integer linear program that can effectively take into account the interactions between the aforementioned two networks is formulated to find the maximal evacuation efficiency in two networks. Because the large instances of the proposed model are mathematically difficult to solve to optimality, a two‐stage heuristic is developed to solve larger instances of the model. Results from hundreds of numerical examples analysis indicate that proposed heuristic works well in providing (near) optimal or feasibly good solutions for medium‐scale to large‐scale instances that may arise in real transit‐based evacuation situations in a much shorter amount of computational time compared with cplex (can find optimal/feasible solutions for only five instances within 3 hours of running). Copyright © 2016 John Wiley & Sons, Ltd.     

公交站点生态化建设方案及可行性研究

结合生态城市和生态交通的理念,文章提出公交站点生态化发展策略及建设方案;从技术可行性、经济可行性和节能减排与社会效益评估三方面,对建设方案进行可行性研究。研究显示:建设方案技术上可行;建造费用为现有公交站的2~2.3倍,年运营维护费为现有公交站的1.3~1.4倍;但一个生态化站点一年内能提供电量700度左右,减少CO2排放量570~610 kg,局部降噪0.42~1.97 dB、降尘5~23 g、降温0.88~1.36℃,社会效益突出。     

Application of path analysis methodology to transit system maintenance performance

This paper develops a conceptual framework for bus maintenance based on path analysis and applies it to forty-eight bus transit systems. The application determines the total, direct, and indirect effects of the variables identified as having significant causal links with maintenance cost per mile. These variables are identified using the stepwise regression method. The findings are that the wage rate and fleet size increase maintenance cost directly and indirectly. In terms of the standardized regression coefficients, fleet size has been found to be the most important factor affecting maintenance cost per mile, followed by the proportion of articulated buses, the wage rate and local subsidy in that order. The proportion of articulated buses has been found to reduce maintenance cost per mile directly and to increase it indirectly. The indirect path coefficient of the proportion of articulated buses is 0.1794 whereas the direct path coefficient is –0.351. Similarly local subsidy as a proportion of revenue increases maintenance cost per mile directly and reduces it indirectly. The corresponding path coefficients for the direct and indirect effects of local subsidy are 0.2553 and –0.1073. In addition population density and the peak-base ratio are positively and significantly associated with miles between roadcalls. The implications of these findings are briefly examined in this paper. Because the path analysis methodology allows the direct and indirect effects of a causal variable to be determined, it is recommended for policy analysis.