A test of inter-modal performance measures for transit investment decisions

Choices among alternative transit capital investments are often complex and politically controversial. There is renewed interest in the use of performance indicators to assist in making rational and defensible choices for the investment of public funds. To improve the evaluation of rail and bus performance and provide more useful information for transit investment decision-makers, it is important to use performance indicators that fairly and efficiently compare different transit modes. This paper proposes a set of inter-modal performance indicators in which service input, service output, and service consumption are measured by total cost, revenue capacity miles/hours, and unlinked passenger trips/miles respectively based on economic principles and evaluation objectives. The proposed improvements involve the inclusion of capital as well as operating costs in such comparisons, and the recognition of the widely varying capacities of transit vehicles for seated and standing passengers. Two California cases, the Los Angeles – Long Beach Corridor and the Market/Judah Corridor in San Francisco, are used for testing their usefulness in the evaluation of the efficiency and effectiveness of rail and bus services. The results show substantial differences between performance indicators in current use and those proposed in this study. The enhanced inter-modal performance indicators are more appropriate for comparing the efficiency and effectiveness of different modes or a combination of transit modes at the corridor and system levels where most major investment decisions are made. This revised version was published online in June 2006 with corrections to the Cover Date.     

Performance indicator analysis: A management tool for the improvement of bus transit operation in Bangkok

This paper intends to demonstrate that the performance indicator analysis technique can be successfully used as a diagnostic tool to identify operational inefficiency and ineffectiveness at the route level of transit operation. The technique has been applied on 14 bus routes of Bangkok Mass Transit Authority to reveal the inter-route differences in operational efficiency and effectiveness. Twenty performance indicators relating to costs of services, fuel consumption, staff ratio, crew productivity, fleet utilization, service output per bus, daily revenues, etc., were selected to represent the resource efficiency, resource effectiveness and service effectiveness of the bus system. Results of the analyses revealed that considerable variations existed across the routes against many of these 20 selected indicators. These included variations in terms of labor and capacity utilization, maintenance expenditure, etc., many of which can be improved through suitable managerial measures. Based on these findings, specific recommendations have been made for improvement in the deficient areas that are considered to be within the operator domain. These indicators also provide a basis for comparison over time, with other operators and standards. A ranking scale was also developed to determine the over all attractiveness of the routes.     

Joint development at transit stations in the United States

Joint development, as the term is generally used in connection with transit systems in the United States, is real estate development that is closely linked to public transportation services and station facilities, and takes advantage of the market and locational advantages provided by them. Research conducted by LEK Associates for the Urban Mass Transportation Administration (UMTA) suggests that, in addition to helping shape urban growth and land development, joint development is also a surprisingly effective means of increasing transit system ridership and farebox revenues, as well as a source of increasingly significant revenues from the sale or lease of air rights.The completion of nine joint development projects in as many different cities, started under the former Urban Initiatives Program, for example, net additional annual ridership might reach 12000000 one-way trips. Net additional annual farebox revenues might reach over $9000000. This added revenue would be sufficient to repay the $62 million combined UMTA/transit operator investment in the nine projects, exclusive of the costs of the basic transit system improvements around which the projects are planned, in less than six years.Among transit authority-administered joint development programs examined in a separate study, the Washington Metropolitan Area Transit Authority (WMATA) has had the most success in generating significant value capture income. For example, the cumulative revenue realized by WMATA from just six joint development projects in the Washington, DC region, through September 1983 exceeded $ 6.9 million. Projections through fiscal year 1986 indicate cumulative revenues approximating $ 28 million will be received from developer leases.     

Optimization of Fare Structure and Service Frequency for Maximum Profitability of Transit Systems

Abstract

Providing efficient public transportation has been recognized as a potential way of alleviating congestion, improving mobility, mitigating air pollution, and reducing energy consumption. Many people use public transportation systems for their daily commute, while others use different transportation modes (e.g. cars, taxis, carpools, etc.). Inexpensive fares with good transit service encourages ridership, and the resulting revenue may be used to provide better service. Optimization of transit service frequency and its associated fare structure is desirable in order to increase revenue at reasonable transit operating expenditure. The objective of the study reported here is to maximize profit subject to service capacity constraint, while elastic demand is considered. The solution methodology is developed and applied to solve the profit maximization problem in a case study based on Newark, NJ, USA. Numerical results, including optimal solutions and sensitivity analyses, are presented. It is found that an optimal temporal headway and differential fare structure that maximizes total profit for the studied subway system can be efficiently solved.     

Revenue allocation methods for integrated transit systems

Revenue allocation in the context of an integrated transit system involves the splitting of joint revenues derived from passengers taking system trips, that is, trips that involve a transfer between properties of two or more of the participants in an integrated system. The general nature of the revenue allocation problem is first reviewed. Next, a framework for constructing and assessing revenue allocation models is developed. A macroprocess model is described; categories of variables that merit consideration for inclusion in revenue/cost allocation formulas are discussed; and criteria for evaluation of models are examined. After doing this, five general approaches to the problem of allocating joint revenues are discussed and evaluated. Finally, a general revenue-sharing model based on ridership is developed. The model is then used to examine several relevant issues in pricing system trips and fare collection.     

实行计重收费后交通量变化的原因与对策

文章针对广西高速公路实行计重收费后交通量、通行费收入的变化情况,分析了高速公路通行费收入变化的特点与原因,提出了应对高速公路交通量流失的对策和方法。     

The impact of real-time information on bus ridership in New York City

In the past few years, numerous mobile applications have made it possible for public transit passengers to find routes and/or learn about the expected arrival time of their transit vehicles. Though these services are widely used, their impact on overall transit ridership remains unclear. The objective of this research is to assess the effect of real-time information provided via web-enabled and mobile devices on public transit ridership. An empirical evaluation is conducted for New York City, which is the setting of a natural experiment in which a real-time bus tracking system was gradually launched on a borough-by-borough basis beginning in 2011. Panel regression techniques are used to evaluate bus ridership over a three year period, while controlling for changes in transit service, fares, local socioeconomic conditions, weather, and other factors. A fixed effects model of average weekday unlinked bus trips per month reveals an increase of approximately 118 trips per route per weekday (median increase of 1.7% of weekday route-level ridership) attributable to providing real-time information. Further refinement of the fixed effects model suggests that this ridership increase may only be occurring on larger routes; specifically, the largest quartile of routes defined by revenue miles of service realized approximately 340 additional trips per route per weekday (median increase of 2.3% per route). Although the increase in weekday route-level ridership may appear modest, on aggregate these increases exert a substantial positive effect on farebox revenue. The implications of this research are critical to decision-makers at the country’s transit operators who face pressure to increase ridership under limited budgets, particularly as they seek to prioritize investments in infrastructure, service offerings, and new technologies.     

The revenue and environmental benefits of new off-peak commuter rail service: the case of the Pascack Valley line in New Jersey

Although researchers have long argued in favor of off-peak transit service, studies that have empirically estimated its benefits regarding revenue generation, trip diversions, and greenhouse gas (GHG) emission are rare. This study provides important evidence about the benefits of off-peak commuter rail service by focusing on the Pascack Valley line in New Jersey, where off-peak service was introduced in October 2007. The research involved two focus groups and an onboard survey of passengers. Benefits were estimated regarding additional revenue generation and reduction in vehicle miles traveled (VMT) and GHG emission. The research shows that the new off-peak service potentially reduced VMT by more than 12 million annually due to diversions from other modes. Although diversions from other modes resulted in a substantial reduction in GHG emissions, due to the additional diesel fuel used by the new trains, the net GHG savings were in the range of 28–49 %. The research further shows that both peak period and off-peak riders benefited from the new off-peak service. Evidence is found about an increase in new transit riders and a modest increase peak period usage because of the off-peak service.     

New evidence on walking distances to transit stops: identifying redundancies and gaps using variable service areas

The percentage of the population being served by a transit system in a metropolitan region is a key system performance measure but depends heavily on the definition of service area. Observing existing service areas can help identify transit system gaps and redundancies. In the public transit industry, buffers at 400 m (0.25 miles) around bus stops and 800 m (0.5 miles) around rail stations are commonly used to identify the area from which most transit users will access the system by foot. This study uses detailed OD survey information to generate service areas that define walking catchment areas around transit services in Montreal, Canada. The 85th percentile walking distance to bus transit service is found to be around 524 m for home-based trip origins, 1,259 m for home-based commuter rail trip origins. Yet these values are found to vary based on our analysis using two statistical models. Walking distances vary based on route and trip qualities (such as type of transit service, transfers and wait time), as well as personal, household, and neighbourhood characteristics. Accordingly, service areas around transit stations should vary based on the service offered and attributes of the people and places served. The generated service areas derived from the generalized statistical model are then used to identify gaps and redundancies at the system and route level using Montreal region as an example. This study can be of benefit to transport engineers and planners trying to maximize transit service coverage in a region while avoiding oversupply of service.     

Planning hierarchical urban transit systems for reductions in greenhouse gas emissions

Public transit systems with high occupancy can reduce greenhouse gas (GHG) emissions relative to low-occupancy transportation modes, but current transit systems have not been designed to reduce environmental impacts. This motivates the study of the benefits of design and operational approaches for reducing the environmental impacts of transit systems. For example, transit agencies may replace level-of-service (LOS) by vehicle miles traveled (VMT) as a criterion in evaluating design and operational changes. In previous work, we explored the unintended consequences of lowering transit LOS on emissions in a single-technology transit system. Herein, we extend the analysis to account for a more realistic case: a transit system with a hierarchical structure (trunk and feeder lines) providing service to a city where demand is elastic. By considering the interactions between the trunk and the feeder systems, we provide a quantitative basis for designing and operating integrated urban transit systems that can reduce GHG emissions and societal costs. We find that highly elastic transit demand may cancel emission reduction potentials resulting from lowering LOS, due to demand shifts to lower occupancy vehicles. However, for mass transit modes, these potentials are still significant. Transit networks with buses, bus rapid transit or light rail as trunk modes should be designed and operated near the cost-optimal point when the demand is highly elastic, while this is not required for metro. We find that the potential for unintended consequences increases with the size of the city. Our results are robust to uncertainties in the costs and emissions parameters.     

Impact evaluation of a mass transit fare change on demand and revenue utilizing smart card data

Transit fares are an effective tool for demand management. Transit agencies can raise revenue or relieve overcrowding via fare increases, but they are always confronted with the possibility of heavy ridership losses. Therefore, the outcome of fare changes should be evaluated before implementation. In this work, a methodology was formulated based on elasticity and exhaustive transit card data, and a network approach was proposed to assess the influence of distance-based fare increases on ridership and revenue. The approach was applied to a fare change plan for Beijing Metro. The price elasticities of demand for Beijing Metro at various fare levels and trip distances were tabulated from a stated preference survey. Trip data recorded by an automatic fare collection system was used alongside the topology of the Beijing Metro system to calculate the shortest path lengths between all station pairs, the origin–destination matrix, and trip lengths. Finally, three fare increase alternatives (high, medium, and low) were evaluated in terms of their impact on ridership and revenue. The results demonstrated that smart card data have great potential with regard to fare change evaluation. According to smart card data for a large transit network, the statistical frequency of trip lengths is more highly concentrated than that of the shortest path length. Moreover, the majority of the total trips have a length of around 15 km, and these are the most sensitive to fare increases. Specific attention should be paid to this characteristic when developing fare change plans to manage demand or raise revenue.     

A planning tool for evaluating vehicles miles travelled and traffic safety forecasts of growth management scenarios: A case study of Baton Rouge and New Orleans

This study describes an adaptable planning tool that examines potential change in vehicle miles travelled (VMT) growth and corresponding traffic safety outcomes in two urbanized areas, Baton Rouge and New Orleans, based on built environment, economic and demographic variables. This model is employed to demonstrate one aspect of the potential benefits of growth management policy implementation aimed at curbing VMT growth, and to establish targets with which to measure the effectiveness of those policies through a forecasting approach. The primary objective of this research is to demonstrate the need to break with current trends in order to achieve future goals, and to identify specific policy targets for fuel prices, population density, and transit service within the two study regions. Models indicate based on medium growth scenarios, Baton Rouge will experience a 9 percent increase in VMTs and New Orleans will experience 10 percent growth. This translates to corresponding increases in crashes, injuries and fatalities. The paper provides forecasts for planners and engineers to consider an alternative future, based on desired goals to reduce VMTs and therefore improve safety outcomes. A constrained-forecast model shows a cap on VMTs and crash rates is achievable through policy that increases fuel prices, population density and annual transit passenger miles per capita at reasonable levels through a growth management approach.     

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.     

A cost-competitiveness analysis of charging infrastructure for electric bus operations

This study investigates the cost competitiveness of different types of charging infrastructure, including charging stations, charging lanes (via charging-while-driving technologies) and battery swapping stations, in support of an electric public transit system. To this end, we first establish mathematical models to investigate the optimal deployment of various charging facilities along the transit line and determine the optimal size of the electric bus fleet, as well as their batteries, to minimize total infrastructure and fleet costs while guaranteeing service frequency and satisfying the charging needs of the transit system. We then conduct an empirical analysis utilizing available real-world data. The results suggest that: (1) the service frequency, circulation length, and operating speed of a transit system may have a great impact on the cost competitiveness of different charging infrastructure; (2) charging lanes enabled by currently available inductive wireless charging technology are cost competitive for most of the existing bus rapid transit corridors; (3) swapping stations can yield a lower total cost than charging lanes and charging stations for transit systems with high operating speed and low service frequency; (4) charging stations are cost competitive only for transit systems with very low service frequency and short circulation; and (5) the key to making charging lanes more competitive for transit systems with low service frequency and high operating speed is to reduce their unit-length construction cost or enhance their charging power.     

Using the revenues from congestion pricing

The economic theory behind congestion pricing relies on using the revenues to help compensate highway users. But can practical methods of using revenues come close to achieving this compensation, and still have salient appeal to important political groups? This paper investigates the possibilities for designing a package of revenue uses that can achieve these twin goals. The suggested approach returns two-thirds of the revenues to travelers through travel allowances and tax reductions, and uses the rest to improve transportation throughout the area, including affected business centers. By replacing regressive sales and fuel taxes, this approach offsets the tendency of the prices alone to have a regressive distributional impact. By lowering taxes, funding new highways, improving transit, and upgrading business centers, the package provides inducements for support from several key interest groups. The potential amounts of money involved are discussed using nationwide data, and in more detail using a case study of ubiquitous facility pricing throughout the Los Angeles region. Illustrative calculations of the effects on various individuals confirm that such a package can create net benefits for a wide spectrum of people and interest groups.     

An integrated measure of accessibility and reliability of mass transit systems

The growth of a city or a metropolis requires well-functioning transit systems to accommodate the ensuing increase in travel demand. As a result, mass transit networks have to develop and expand from simple to complex topological systems over time to meet this demand. Such an evolution in the networks’ structure entails not only a change in network accessibility, but also a change in the level of network reliability on the part of stations and the entire system as well. Network accessibility and reliability are popular measures that have been widely applied to evaluate the resilience and vulnerability of a spatially networked system. However, the use of a single measure, either accessibility or reliability, provides different results, which demand an integrated measure to evaluate the network’s performance comprehensively. In this paper, we propose a set of integrated measures, named ACCREL (Integrated Accessibility and Reliability indicators) that considers both metrics in combination to evaluate a network’s performance and vulnerability. We apply the new measures for hypothetical mass transit system topologies, and a case study of the metro transit system in Seoul follows, highlighting the dynamics of network performance with four evolutionary stages. The main contribution of this study lies in the results from the experiments, which can be used to inform how transport network planning can be prepared to enhance the network functionality, thereby achieving a well-balanced, accessible, and reliable system. Insights on network vulnerability are also drawn for public transportation planners and spatial decision makers.     

Managing public transport: Commercial profitability and social service

In the past 20 years emphasis on the social role of public transport has grown as transit has become more subject to the direct intervention and financial support of external authorities. It is rare for the social objectives to be specified in a way which translates clearly into quantifiable targets, and the transit operator is left to tread an ill-defined path between commercial objectives and the wider social requirements. This paper examines the range of objectives of public transport policy, and the difficulties of ensuring maximum efficiency and effectiveness when much of the revenue comes from subsidies and when the goals are poorly specified. It discusses management information and operating strategies in relation both to commercial considerations and to satisfying social objectives. Particular reference is made to the changes which will follow deregulation of stage bus services in the UK.     

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.     

The effect of crowding on public transit user travel behavior in a large-scale public transportation system through modeling daily variations

In this paper, the crowding effect in a transit vehicle is modeled in a time-expanded network that considers the daily variation in passenger flows. The study models the daily variation of in-vehicle crowding in a real large-scale transit system. A transit assignment for this real network is modeled and implemented by constructing a crowding cost function that follows the valuation of crowding and by using the reliable shortest path finding method. The direct application of the crowding model to a real network for the Utah Transit Authority indicates that crowd modeling with multi-user classes could influence public transportation system planning and affect the revenues of transit agencies. Moreover, the addition of the disutility factor, crowding, does not always appear to cause an increase in disutility for transit users.