Queen’s Park Reveals Metrolinx’ Role

My thanks to Peter Miasek who sent me the link to this item on York Region’s website.

Recently, Ontario’s Deputy Minister of Transportation, Bruce McQuaig, wrote to York Region advising on the financial and operational framework for “designated projects” as defined in the recently enacted Metrolinx legislation.  This letter can be found among several pieces of correspondence bundled into one PDF starting on pages 12-16.

I understand that a similar letter went to the City of Toronto, but it has not yet appeared in any public debates, partly because there are so few of them currently.  It is alluded to in a TTC report on Transit City funding.

The scheme begins with a desire by Queen’s Park to bring its books into line with current accepted accounting principles.  What this means, in practice, is that instead of shipping money off to York Region and Toronto, never to be seen again except as part of the Provincial Debt, Ontario will now own the assets purchased with those funds.  Nothing in the letter explains how those portions of projects funded by others such as Ottawa would be treated, nor what would happen with extensions of existing lines owned municipally like the Yonge-University Subway.

The assets would be depreciated over their expected lifetimes and would show up as an offset on the provincial books to the debt raised to fund them.  This is a neat bit of accounting that ignores the fact that an asset only has a real value if you could sell it and recapture your investment, but it keeps the bean counters happy and makes the books look better for the politicians.  To quote the letter:

Through retaining the risks and rewards of asset ownership over regional transportation assets, the Province can best achieve its accounting and financial management objectives.

This, of course, has nothing to do with transit and could equally refer to a hospital, a school or a highway.

There are some fine words about partnerships with the municipal governments coupled with concern about “value-for-money to taxpayers and transit customers”.  Then we get into the details.

Ontario, through Metrolinx, will own and control the Sheppard LRT, Eglinton LRT, Finch LRT, Scarborough RT and VIVA Next Bus Rapid Transit.  Ownership, from an accounting point of view, requires control and this means that Queen’s Park can’t just build the lines, they have to actually appear to manage them rather than effectively ceding them to municipalities via a long-term lease.  This does not prevent Metrolinx from contracting with local agencies for construction, operation and maintenance, but on paper, the lines remain Queen’s Park’s property, and they could be assigned to some other entity if they chose to do so.

Terms of any operating agreement would be set at 75% or less than the expected lifespan of the asset so that, in a worst case scenario, Metrolinx would regain control of a line before it was run into the ground.  A great deal of legal verbiage must be created to define the criteria to which local agencies (or any private entity) will be held by Metrolinx.  This strikes me as an opportunity for a huge bureaucratic waste of time especially if all parties involved are in the public sector.

Metrolinx will define project scope, budgets and schedules, and any changes will require their approval.  Given the total absence of political input from the municipal level to Metrolinx, these discussions will likely happen in private.  Of note is the exclusion for Metrolinx funding of ancilliary upgrades to utilities, streetscaping, etc. that are thought to be add-ons of convenience for a municipality rather than an integral part of a transit project.  It will be interesting to see what standards Metrolinx defines as the “basic” level it will fund, and how much will fall on municipal budgets.

Queen’s Park wants transit riders to “experience the benefits of a regionally integrated and inter-operable system”, and the Presto fare card will be a requirement for all of the designated lines.  In a telling comment, the Deputy Minister states:

 … the Province and Metrolinx will … monitor the evolution of technologies, and will consider how to plan for enhancements and improvements as part of an overall strategy to sustain the Presto electronic fare collection system.

“Evolution” will no doubt include a recognition that this is not a situation where Ontario should develop or adapt a proprietary technology, but should work with internationally recognized electronic payment standards and systems.  The time is long past when Ontario could get away with building “roll your own” systems, and they need to look at the extensive experience in other jurisdictions.

While Metrolinx is working on the benefits of a regional service, they will also need to address the integration of GO Transit fares and service into the wider regional system.  GO, as a separate entity, has remained aloof from regional integration except as it suits them with cost sharing arranements in 905 municipalities.  These arrangements are to GO’s advantage because the joint fares with local operators are much cheaper than the cost and development effects of building more parking at stations.

Finally, Infrastructure Ontario will act on Metrolinx’ behalf for projects that are to use Alternative Financing and Procurement (AFP).  This is a variation on a PPP in which the asset may actually be built and held by a private company and leased to Metrolinx.  The accounting fig leaves are thick on the ground here.  One way or another, Ontario borrows money, Metrolinx builds something (or has it built for them), and, likely, the local operating agency contracts to run it.

Lurking under all of this is a clear indication that it is Queen’s Park, not the Metrolinx Board of Directors, who runs the show.  To be fair, it is their money (or more accurately our money), but the opportunities for interference and sheer bureaucratic incompetence are legion.  There’s a reason transit has been in local hands for decades — the Ministry of Transportation hasn’t the first idea how to operate large systems, nor any feeling for the local issues involved.

Metrolinx itself becomes little more than a construction planning and, later, a holding company on the Province’s behalf.  This should not overly tax the skills of the new, non-political Board, for whom all of the important decisions will be made elsewhere.

Eglinton LRT Design (Part 3: Warden to Kennedy & Tunnelling Options)

This series works through the three-part presentation of the proposed Eglinton LRT design that appears on the project’s website.  Part 1 brought us east from the Airport to Black Creek, and Part 2 covered most of the remainder east to Warden.

Part 3 of the presentation deals with the short section from Warden to Kennedy as well as various construction issues, notably an alternative scheme for tunnelling.

Continue reading

A Few Questions About the Scarborough RT Extension

Updated 11:25 am:  Information about maximum gradients added as well as a comment about costing of the underground alignment north of Sheppard.

Last week, the TTC and City conducted an open house for the Scarborough RT extension project.  As regular readers here know, I have long advocated that the RT technology be changed from ICTS to LRT, but there is little sign of a move in that direction in the materials on view at the open house.  A single panel (page 32 in the presentation) says that the technology is yet to be determined, but the design clearly is based on an RT implementation.

This is rather odd considering that a rethink of the RT/LRT debate has been floating around since last fall when Metrolinx produced its report comparing the benefits and costs of various alternatives for the RT extension.  If a real comparison were underway, we would see two designs that reflect the requirements specific to each technology and exploiting the advantages of each.  Moreover, the keep/replace decision would be part of the larger context of the future of the existing RT and its place in the context of Transit City.

Back in 2006, after a study of the RT’s future, the TTC adopted a policy of retaining the ICTS technology.  The context for that decision was very different from today:

  • Neither Transit City nor the Metrolinx Regional Plan had been formulated, much less announced, and a “Scarborough LRT” would have been a free-standing new LRT just as the RT is a self-contained implementation of ICTS.
  • “Rapid Transit” plans consisted of a network of higher-order bus routes plus modest subway expansion.
  • The decision was taken in the context of replacing the existing line, not of extending it to Malvern and, possibly, beyond.

In less than a decade, the RT will truly be a technology orphan, an ICTS line surrounded by a network of LRT lines.  However, the 2006 policy decision has yet to be revisited.

The TTC, echoing a tactic used decades earlier, has created a scenario that demands complete grade separation of the RT extension by claiming an 10,000 per peak hour demand for the line.  However, this only applies to the section between Scarborough Town Centre and Kennedy, not to the whole line.  Demand north of Sheppard is projected to be only 2,500 by 2031.  (During the original LRT scheme’s debates in the 1980s, TTC claimed that an elevated LRT would be needed through STC to avoid isolating property south of an LRT right-of-way.  The LRT proposal took the hit of what was then considered an intrusive elevated structure thus paving the way for ICTS.)

The design shown at the open house was clearly prepared for an ICTS implementation.  All of the illustrations show trains that look suspiciously like Mark II ICTS, and the route is integrated only with the existing RT, not with Transit City for vehicle maintenance.

Several questions remain unanswered:

  • If this were an LRT line, why does it need a separate maintenance yard?  At most, the line would need a storage yard, but heavy maintenance could be performed at the proposed carhouse for the Sheppard LRT.  What is the additional cost of supporting a technology for one line?  The FAQ talks about possible savings from a consolidated LRT maintenance facility, but the design shows a carhouse that would only be needed for ICTS.
  • The RT extension passes under Sheppard with no connection to the LRT line.  As an ICTS route, this is logical, but not as LRT.
  • Demand north of Sheppard, by comparison to other Transit City routes, is well within the capability of LRT, but there is no provision for a “short turn” service at the Sheppard Station, nor of a transition to at-grade operation in anticipation of extending service beyond Malvern.
  • Structures appear to be sized for ICTS, not LRT, both in the underground section and at stations.  What is the effect on cost for LRT?
  • Although it is impossible to know from the presentation, what is the maximum gradient on the line and is this appropriate for the Transit City LRT vehicle specification?  This question is answered in a comment below left by Karl Junkin.  The answer is “yes” the proposed alignment is within Transit City vehicle specs.
  • What would be the price of ICTS and LRT options?  We already know that vehicles for each technology cost roughly the same (about $5-million each), but the LRT cars are much larger.  What other differences would there be in an LRT implementation?
  • The evaluation of alignments north of Sheppard includes a footnote that cost comparisons are based on an at-grade alignment through the old rail corridor, not underground as the plans now show.  What is the extra cost of going underground, and would this be needed for an LRT line running with less frequent service?

Difficult though this may be, the TTC needs to address the technology issue for the entire RT line and do this in the larger Transit City context.  Many design issues hinge on the technology choice notably the reconfiguration of Kennedy Station.  If this will be a junction of three LRT lines (Eglinton, Scarborough-Malvern and “RT”), the layout will be very different from that with ICTS technology on the RT.

The short-sighted 2006 policy decision to retain ICTS must be reviewed.  Too often, I hear rumours and comments suggesting that support for ICTS is dwindling among transit professionals in Toronto, but none of this surfaces in public debate.  We need that debate now.

A Long Day At City Hall

Tuesday, June 2 was a long day for members of Toronto Council’s Executive Committee.  Many transportation issues were on the agenda including Union Station Revitalization, Western Waterfront Master Plan, Queen’s Quay redesign, and the Gardiner Expressway replacement EA.

As if that wasn’t enough, an open house for the Scarborough RT extension took me out for a ride on the Milner bus.

This transit blogging is harder than my pre-retirement work! Continue reading

SRT Extension Open House

The City of Toronto and the TTC will hold an open house for the proposed extension of the SRT:

  • Tuesday, June 2, 2009
  • 6:30 to 9:00 pm
  • Sts. Peter & Paul Banquet Hall, 231 Milner Avenue

This open house is described as part of the preliminary planning for an EA for this project.  One important outstanding issue is the question of vehicle technology, and this is far from settled.  For example, the current proposal included in the meeting notice (not yet available on the City’s website) shows a new yard east of Bellamy and Progress.  This yard would not be required if the line is built as LRT because it would share the proposed carhouse for the Sheppard East line.

Also, the station connection at Sheppard will be affected if both routes are LRT because a track connection for carhouse moves will be needed.

Whether these issues are addressed in the presentation materials on June 2 remains to be seen.

Ontario Funds Three Transit City Routes

Today, Queen’s Park announced that it would fund three of the Transit City projects — Eglinton, Finch and the Scarborough RT rehab/extension — as well as upgrading of York VIVA BRT corridors with dedicated lanes.

The announcement is fascinating in places for what it does not say, or leaves for future decisions.  Despite much of the build-it-yesterday rhetoric accompanying the GO/Metrolinx merger, the design and EA processes now under way will run their course.  Indeed, the Transit City projects have been proceeding apace thanks to funding at the municipal level to complete this work without waiting for agencies like Metrolinx to get on board.

The estimated cost for the York VIVA project is $1.4-billion with completion in stages from 2011 to 2013.  Lines that will connect with VIVA include the Spadina and Yonge subway extensions although full funding for the latter is not yet in place.

The Scarborough RT will undergo vehicle replacement, infrastructure upgrades and extension to Malvern Town Centre or to Markham Road.  This project will cost $1.4-billion “depending on the technology choice”, and construction will run from 2010 to 2015.  Connecting lines include “the proposed Sheppard East LRT”.

The Eglinton Crosstown line will run from Pearson Airport to Kennedy with a future extension to Malvern (this is the Scarborough-Malvern TC line).  The line will be tunneled between Keele and Leslie, and the total pricetag is $4.6-billion.  Constuction will run from 2010 to 2016.

The Finch LRT will run from Humber College to Don Mills, and then south to Don Mills Station where it will connect with the “proposed Sheppard Avenue East LRT”.  The project will cost $1.2-billion with construction running from 2010 to 2013.

An obvious question in response to this impressive list is “where’s Sheppard East”?  First off, as I noted above, some lines mentioned in the announcement don’t have funding yet, and the Sheppard LRT is mentioned twice.  Finch is explicitly listed as an LRT project, and the technology choice for the RT is still up in the air (no pun intended).  That choice depends on Metrolinx’ own Benefits Case Analysis (BCA) for Eglinton expected to be available, at least in private session, to the Metrolinx Board this month.  We know that the Scarborough RT BCA looked favourably on the LRT option.

There isn’t much point in building one lonely LRT line up on Finch if it wouldn’t be connecting with a larger network, and I think this suggests a larger LRT network is in our future.

Although the source of funding for Sheppard isn’t announced yet, Mayor Miller speaks of construction starting this year on Transit City.  The only place that is possible is on Sheppard.  Also coming up will be the new streetcar order for the “city” network, yet another opportunity for substantial provincial funding.  I suspect there are more rabbits waiting to pop out of one or more hats.

Finally, lest our friends to the west think I have ignored them in my haste to talk about Transit City, Queen’s Park will also fund rapid transit studies in Hamilton.  No technology is mentioned.  There is strong political support for LRT in Hamilton, but will Queen’s Park and Metrolinx let them build anything more than BRT.  A lot depends on what the studies will reveal about demand and development impacts.

Transit City Status Update

This month’s TTC agenda includes a long update on the status of the Transit City plans.  I will not attempt to précis this report, but will touch on points of particular interest.

Funding is in place to allow continued work on Environmental Assessments [sic] and other engineering work, but the real challenge comes later this year when construction is slated to begin on Sheppard.  The fog may clear a bit once the provincial budget is announced and we know just how much money will flow to Metrolinx and to transit in general.

A related problem, of course, is the question of new LRVs for the existing and future streetcar/LRT networks.  By the time the budget is out, the TTC should know what the bids for new cars look like, and Queen’s Park will have to decide whether they are serious about paying for them. Continue reading

Scarborough RT/LRT Benefits Case Analysis (Updated)

Updated February 3:  In a previous version of this post, I was using 4-car trains for the Base Case and therefore claimed that the fleet was undersized.  This has been corrected.

On January 16, the Metrolinx Board approved release of the Benefits Case Analysis (BCA) for the replacement and extension of the Scarborough RT.  This document is now available online.

The original TTC proposal, was simply to replace the current technology with Mark II RT cars on the existing alignment. This is now referred to as the “Base Case”.  Four alternatives, all considered superior to the base case, were evaluated in the BCA.

  • 1: Extend the RT 5.4 km to Malvern Town Centre using the current technology.
  • 2: Extend the RT to Markham & Sheppard where it would connect with the Sheppard East LRT including an LRT branch north to Malvern.
  • 3: Replace the RT over its entire length with LRT and extend to Malvern on approximately the same alignment as the first RT option, completely in an exclusive right-of-way.
  • 4: Replace the RT with LRT and extend to Malvern with a partially exclusive right-of-way east of McCowan.

Major Flaws in the BCA

To save readers from combing through the rest of the text, here are major points where the analysis does not hold up.

  • The peak demand for which the line is designed, 10K/hour, is substantially above the modelled peak demand of 6.4K/hour in The Big Move.  The Metrolinx regional plan includes frequent commuter rail services through the extended RT’s catchment area, and this likely attracts some riders away from the RT.  Designing for higher capacity than required inflates fleet, carhouse and operating costs.  It may also affect train lengths and the cost of retrofitting existing stations.
  • LRT options presume the construction of a dedicated carhouse for the Scarborough line even though, by the time an LRT would operate, the Sheppard line’s new carhouse would be operating and could act as the base for Scarborough trains.  This inflates the capital cost of LRT options.
  • The alleged cost-benefit ratios are highly sensitive to the presumed value of travellers’ time.  This value is orders of magnitude greater than the value of environmental effects (reduced car use) and dominates the calculations.  The model overall favours proposals that serve long trips at comparatively high speeds (e.g. with widely spaced stations) that may not be conducive to the type of neighbourhood preferred in the Official Plan.
  • The values assigned to savings from reduced automobile use are based on a much higher factor than in the VIVA Benefits Case report, 95 vs 23 cents per km (2031).  The effect is to grossly overstate the savings from reduced auto usage for all options.
  • Economic benefits include the money spent on labour during construction.  This value for all options is a disconcertingly low percentage of the total project cost (well under 20%).  This shows that a substantial portion of any scheme is consumed by planning and design, materials, vehicles and system component costs.  Moreover, the idea that spending more on one project is “good” because it generates more work is valid only if one ignores other projects that could be built with the same money and labour.  This will be an important factor when projects are weighed against each other.
  • Estimates for the length of time the RT would be closed for upgrade or restructuring are “at least 8 months” for RT and “up to 36 months” for LRT.  These figures need to be reviewed in detail to determine where the differences lie.  The numbers are taken from the original TTC study (which did not include the qualifiers) when the physical changes needed to handle Mark II RT cars were considered to be trivial.  This may no longer be true.
  • Overall the analysis looks at the RT in isolation from the surrounding network and ignores alternative ways that the demand might be served on the network, not just on the RT corridor.  Although the report shows LRT as the less expensive option, the difference versus RT options may actually be understated.

Continue reading

The Scarborough LRT That Wasn’t (Updated)

Updated January 16:  The Metrolinx board has agreed to publish the Benefits Case Analysis for the SRT replacement project.  As I write this, they don’t have a working website, but once the report is available, I will review it here.

Updated January 11:  John F. Bromley has kindly supplied photos of CLRVs 4000 and 4001 showing the cars with pantographs.

My archives yield up interesting goodies from time to time.  In anticipation of the Benefits Case Analysis report at Metrolinx for the SRT replacement and extension project, I thought it worthwhile to revisit the original Scarborough LRT.

Here’s Progress Report No. 1.

 

Yes, it’s a streetcar!  That was the original plan, and the line was built for CLRVs.  That’s why there is a streetcar-radius curve at Kennedy, and if you look closely, the remnants of clearance markers on the original low platform at track level.  When the station opened, even though it was RT by then, the graphic over the up escalator was a streetcar.

Note the design for the station at STC where the streetcars are at the same level as the buses.  It didn’t take long for someone to hoodwink Scarborough Council into thinking that this simply would not do, and the streetcars needed their own level lest they isolate the land south of the station from development.  Anyone who knows the site knows that the bus roadway does quite a good job of that.

pr2pg5c

By Progress Report No. 2, which is otherwise quite similar to No. 1, the design has changed to an elevated structure.  Moves were already afoot to substitute RT technology, but the streetcar line took the political hit for imposing an elevated on Scarborough’s new Town Centre.

In time, the RT technology replaced the LRT scheme.

A few things worth noting here are that the estimated cost has gone from $108.7-million in the LRT plan to $181-million in the RT plan.  The final cost would actually be in excess of $220-million thanks to add-ons including extra cars.  The CLRV fleet was planned to be 22, and the RT fleet we wound up with is 28.

The RT promo also claims that because the wheels are not used for traction or braking, there will be lower vibration compared with conventional vehicles.  In those days, the CLRVs were still running with the original Bochum wheels, and streetcar track construction guaranteed lots of corrugations and noise.  The RT developed its own problems in time because those wheels do bounce, and they are also used for the final braking effort when they can (and do) slide producing flat spots.

Now, almost 30 years later, we are finally looking at extending the RT further north.  If this is done as LRT, it will be able to share a new carhouse and trackage with the Sheppard East LRT, and will also form the northern portion of the eventual Scarborough-Malvern line.

When the Metrolinx analysis comes out next week, we will see whether the lure of expensive, unnecessary high technology still rules the decision, or whether we can start to undo the damage of building that orphan RT line so many years ago.

Update:  Here is John F. Bromley’s photo of CLRV 4000 fitted with a pantograph at the SIG factory in Neuhausen, Switzerland on June 29, 1977.

clrvwithpantographjfb

Here is a photo of 4001 leaving Orbe, Switzerland on the Orbe Charvonay Railway on October 6, 1977.  This photo was taken by Ray Corley, and is provided by John F. Bromley.

clrvwithpantographrfc

Trams vs Skytrain: A view from Vancouver

Today’s Globe & Mail includes an op ed article Rethinking the Need for Speed reporting on a recent study comparing the cost of transportation modes.  The study and the article conclude that trams (streetcars) are the best choice, and that Skytrain (also known as the “RT” in Toronto) is a distant choice.

Those who know me well know that any chance to give the RT/ICTS/Skytrain advocates a black eye is more than welcome, but in this case I have to put a bit of context on the discussion.

The Skytrain vs LRT debate has consumed Vancouver transit advocates, planners and policitians for decades.  The original Skytrain was a combined product of a premier who didn’t like streetcars and of lobbying by the Ontario government to get its then-new ICTS showcased for Expo in Vancouver.  Certain characteristics of the original Skytrain route including the availability of a tunnel under downtown that could handle stacked Skytrains, but not LRT, an available right-of-way that kept down elevated construction costs, and the operational advantage of close headways of short trains tipped the balance in Skytrain’s favour.

Having said that, I must also observe that the technology was used to its maximum during Expo with a far more sophisticated operating model than anything the TTC has ever implemented on any line.  This was automated transit really shining, but only for a brief moment.  Probably the most important thing about the Vancouver system is that the people running it really wanted to make it work.  From the day it opened, they analysed operations (including automatically produced charts such as those you see in my TTC route studies) looking for ways to handle demands and unusual events better.  The idea of throwing up your hands in resignation, the TTC’s approach to line management, was totally foreign.

Skytrain works not just because of the technology, but because the people running the system care to make it run well.

All the same, the love affair with Skytrain wedded Vancouver to high-cost system expansion, and a route design skewed to handling commuters more than local trips.  Indeed, most of the original Skytrain line does not follow city streets, and it depends on local redevelopment, walk-in trade and bus feeders for passengers.

The LRT vs Skytrain debate heated up recently with a proposed east-west line along Broadway, a major bus and trolleybus corridor.  This is a street with much local development and Skytrain foes look to LRT as a way of achieving better local access and support for the community throiugh which the line will pass.  Elevated construction is out of the question, and a Broadway Skytrain will almost certainly be underground adding considerably to its cost.

This is the political background to the Skytrain vs Trams study, and it’s important to read the study in context.  The study itself does not address specific corridors, but simply looks at the operating and capital costs of each mode, as well as the environmental effects.  When the numbers are combined, trams come out on top (or more accurately on the bottom with the lowest cost and carbon impact).  Skytrain is much higher, primarily due to capital cost.

The basic debate in all of this is one of philosophy:  should new transit lines be built to serve long trips where speed between stations is paramount, or should lines serve shorter trips and local demands with easily accessible stations?  In the ongoing debate here, Transit City comes under fire because the lines won’t be fast enough for long trips.  Should that be their purpose?  What role does GO have as a regional carrier within the 416? 

Some Transit City proposals call out for redesign, especially regarding the Sheppard/Finch transfer and the dubious nature of surface proposals for the south ends of the Don Mills and Jane routes.  Work on new proposals is already underway as a spinoff of the Metrolinx studies, but the old plans still get lots of play including the TTC’s own Transit City campaign all over the system.  The TTC needs to update the proposals to remove the less credible options and to indicate that they are not just drawing lines on maps.

Finally, I hope to see the Metrolinx study of options for the Scarborough RT published soon.  This is an ideal chance to convert the line to LRT, and even the TTC’s own recommendation to upgrade with Mark II cars only, barely, made sense if the line would never be extended.

We now know that the “SRT” will run north into Malvern and possibly north of Steeles Avenue.  The cost comparison between LRT and Skytrain should spell the end of the RT as we know it.