PlanItMetro

Ever wondered how much service your transit fares pay for, or how your tax dollars are spent? Read all about the intricacies of Metro’s operating budget!

How to Get Involved

Do you want a say in Metro’s budget? A public comment period on the FY17 budget (both capital and operating) is now open, and it will end 9am on Monday, February 29th. Please submit your feedback the following ways:

• Take an online survey at wmata.com/budget.
• Email your written comments at writtentestimony@wmata.com.
• Attend a formal public hearing at Metro Headquarters, 600 5^th St NW, Washington DC, on Monday, February 22. An Open House will begin at 6 p.m. and the Public Hearing will begin at 6:30 p.m.

Additional communications and outreach efforts will continue over the next few weeks, including notification to local stakeholders and community based organizations; signs posted in Metrorail stations, Metrobuses, and MetroAccess vehicles; surveys sent to a statistical sample of registered SmarTrip® cardholders; ads in local English and non-English publications; and other media efforts including advisories, press releases and social media. The online survey and legal notice will also be available in seven languages.

Staff will summarize and present community feedback to the Board in March, and the Board will use that feedback as a vital input in budget negotiations before adopting a final budget in April.

So be on the lookout for opportunities to learn more about next year’s budgets and to have your voice and ideas heard!

Operating Budget Basics

This is the last of three related posts that attempt to simplify the complex world of transit system funding, and to give Metro’s riders and regional residents some tools to engage in budget discussions. The first post focused on the Capital Funding Agreement (CFA, PDF) and the Capital Improvement Program (CIP, PDF), which together establish a six-year framework for funding projects that improve the Metro System’s safety, reliability, and performance. The second post focused on the annual capital budget, and this post discusses the annual operating budget.

If you walk away from this post with nothing else, the graphic below summarizes the most important points about Metro’s operating costs and who ends up paying the bills:

The capital budget pays for projects where Metro is building something or buying equipment: purchasing new buses and rail cars, building a new station entrance, improving a bus stop, or buying new parts for escalators. The operating budget pays the costs (salaries, fuel, utilities) of running the system on a daily basis, including all the customer services highlighted in the graphic below:

Metro’s costs of doing business have been rising steadily every year, but unfortunately Metro’s revenues have either grown at a slower pace or been flat. This dynamic tension has created an intense need to fill the gap between costs and revenues, but that need runs up against an opposing pressure not to reduce service levels, increase fares, or impose higher costs on the counties and cities Metro serves (the Compact jurisdictions). Metro staff have developed a draft FY17 budget that appears to balance these conflicting forces, and we are currently running a public engagement process to gather feedback on that recommended budget.

Read more…

You name it, we tested it as possible opportunities to carry future demand and here’s what we found out.

Metro is completely focused on safety, reliability, and financial stability.  It’s also our job to ensure that the regional transit system improves mobility and connects communities.  So we’ve had many posts on ConnectGreaterWashington over the last few years describing the importance of a regional approach to transit planning. Posts include FAQs, how different modes compare, the paramount importance of transit-supportive land use, an approach to assessing Metrorail, BRT, and LRT expansion projects, and the overall proposed plan for Metrorail and surface transit to name a few.

List of Transit Corridors, Projects, and Plans Analyzed as Part of CGW

Finally, we have completed a set of one- to two-page summaries for all the strategies, plans and projects we tested in our evaluation of future needs and opportunities. Note, these summaries are inclusive of everything that we analyzed over the course of ConnectGreaterWashington, but only some are recommended to advance. Some strategies were recommended (e.g. eight-car trains), others were not recommended (e.g. Kansas Ave. infill station), while many were partially recommended (e.g. the I-66 corridor beyond Vienna shows promise as bus rapid transit, light rail, or enhanced bus, but not Metrorail unless and until additional housing and/or jobs are guided to the station areas and new Metrorail lines are added in the core).

Due to the size of the pdfs, the summaries are divided into three documents. First, are the new Metrorail lines in the core, eight-car trains, and interline connections (pdf updated February 24, 2016). Second, are Metrorail pedestrian tunnels, extensions, and infill stations (pdf updated February 24, 2016). Third, are all of the other modes’ strategies, plans, and projects (pdf updated February 24, 2016). All documents include bookmarks to help you find the various summaries by topic area.

Each strategy, project, or plan includes:

• A summary of the strategy;
• The goals that were addressed;
• The regional activity centers connected;
• A map that shows the project or plan;
• Key findings for each such as ridership (including new transit riders vs riders gained from other existing modes), transfers, crowding, connectivity, and surrounding density; and
• Recommendations for this strategy.

As we and the region continue to grapple with today’s safety, operations and maintenance needs, while also planning for future growth, we will continue to refer to the CGW work undertaken to date. Let us know how you can imagine this body of work being used in the future.

As Metro kicks off its public engagement effort for next year’s capital and operating budgets, now is the perfect time to get involved in helping shape the Authority’s priorities for the next few years!

This is the second of three related posts that attempt to de-mystify transit funding and give the residents of Metro’s service area some tools to engage in budget discussions. The first post focused on the Capital Funding Agreement (CFA, PDF) and the Capital Improvement Program (CIP, PDF), which together establish a six-year framework for funding projects that improve the Metro System’s safety, reliability, and performance. This post focuses on how the CIP translates into an annual capital budget, and the next post will explore the annual operating budget.

Read more…

We analyzed Metrorail, Metrobus, and MetroAccess ridership for all Maryland residents in response to the Maryland Legislature’s data and analysis request. Newsflash – we have customers from across the state!

Origins of Maryland Rail Riders

In the 2015 legislative session, the Maryland General Assembly passed the WMATA Utilization Study (HB300),which required the Maryland Department of Transportation (MDOT) and WMATA to analyze the utilization of Metrorail, Metrobus, and MetroAccess every five years. This year’s analysis is based on the most recent Metrorail passenger survey (2012), Metrobus passenger survey (2014), and actual ridership for MetroAccess for an average day in April 2015. Below are some findings that I found most interesting. But more importantly, here is the complete 2015 Maryland HB300 WMATA Utilization Study (native pdf), which includes all the links to the underlying survey data, interactive charts, and analysis.

• 82 percent of Metrorail trips by Montgomery County residents are destined for Washington DC in the morning on a typical weekday;
• 71 percent of Metrobus trips in the AM peak period made by Prince George’s County residents are for work purposes on a typical weekday;
• 3.3 percent of all trips across all Metro services on a typical weekday are taken by Maryland residents from Frederick, Charles, Calvert, Howard, Anne Arundel, and Baltimore Counties and Baltimore City;
• 35 percent of other Maryland residents on Metrorail access via commuter rail (MARC) and Amtrak; and
• 17,600 residents of the District and Virginia reverse-commute into Maryland on Metrorail and bus each morning on a typical weekday (about 5 percent of total system ridership)

Any other nuggets that you found from analyzing the data? Ideas for other ways to graphically represent the findings?

After years of analysis, advocacy and lobbying, Congress has restored the transit commuter benefit to match the parking benefit, helping Metro, the region and the nation.

The employer transportation benefit for transit and vanpools has fluctuated a lot in recent years. In February of 2009, it was increased from $120 to $230, matching the parking benefit.  Almost three years later, in January of 2012 it was slashed to $125 only to be raised to $245 the following year.  After only a year, it was slashed again, this time to $130 where it stayed for two full years.  In January of this year, it was raised to $255 to permanently match the parking benefit.  Metro Board of Directors member Tom Bulger — an outspoken advocate for the transit benefit —  played a vital role in ensuring its restoration to match the parking benefit.  Thanks, Tom!

History of Employer Transportation Benefits, Monthly Limits. Data from Wikipedia.

The benefit amount wasn’t the only thing that has been changing.  In 2010, the Metro implemented a series of new IRS rules for how the transit benefit could be used.  For example, on smart media the transit benefit dollars had to be stored in a separate “purse” that could only be use for transit fares and not for parking costs at park-and-ride facilities.  Employers also began asking employees to specify exactly how much transit fare was needed each month, instead of setting one amount and accruing benefits for trips untaken.  Perhaps most importantly, a new rule stated that those unused dollars in this transit-only purse were to be “clawed back” at the end of each month. Read more…

Metro and the Transportation Planning Board (TPB) engaged in a wide ranging discussion with TPB board members about how the TPB and the region’s jurisdictions can support Metro now and in the future. Not surprisingly, there’s a lot more to it than just predictable funding.

At the December 16th Transportation Planning Board (TPB) meeting (audio), Metro Board Member Harriet Tregoning gave the final presentation (pdf) and facilitated a discussion on Metro’s challenges and provided specific recommendations and/or opportunities for the TPB and local jurisdictions to increase their support the Authority today, tomorrow, and into the future. The focus of the discussion was specifically on plans, processes, and actions that the TPB and local jurisdictions can modify or begin that will ensure predictable funding and/or enhanced funding options, incorporate land use as a transportation strategy, increase transit-supportive land use decisions, prioritize bike and pedestrian access, and advance bus priority on the streets that local jurisdictions operate.

Last summer, TPB members requested a more extensive conversation surrounding Metro’s challenges as well as recommendations on how TPB, through its plans and processes, and local jurisdictions, through their decisions and funding, could support Metro. Metro opted to provide three presentations and the December presentation built on information provided at the November 18th meeting (audio) on Metro Fundamentals (pdf) and Momentum (pdf) that were given  by Tom Webster, Managing Director of Metro’s Office of Management and Budget, and Shyam Kannan, Managing Director of Metro’s Office of Planning. The November presentations served to ensure a baseline understanding across TPB Board members, highlight our capital and operating challenges, and identify safety, state of good repair, and longer term needs to ensure safe, reliable transit that meets the growing region. Read more…

In 2016, resolve to travel like a transit pro with these five Metro master tips and tricks.

Even the most seasoned Washingtonian learns a thing or two each day about a tip, tweak, hack, or just plain common sense adjustment to their transit trip that makes their journey quicker, hassle-free, and more fun!  Here are some of our favorites that we hope you’ll try in 2016 – happy transiting!

We’ve all been there. These tips will help you master train crowding and more. Image: WMATA

1. Set up Auto Reload – You’ve got more important things to do than fuddle with a 1970s era fare machine or to get stuck at the end of your trip without enough stored value to exit the system.  Set it and forget it to skip this step forever!  Auto Reload allows you to set up stored value and pass products so they can be automatically reloaded to your SmarTrip® or CharmCard® when your stored value runs low or your pass is about to expire.
2. When it comes to train cars, there’s usually more room up front or in back.  WMATA runs trains in two different “consists” – those with eight cars, and those with six.  For whatever reason, customers tend to gather on the platforms near the middle cars and pack them way too tightly.  Meanwhile, even when the middle cars are overloaded, there is often room in the first or last car in the train (Cars 1 and 6/8).  We don’t know exactly why human behavior fosters “bunching” (we do know that lack of traffic priority fosters bus bunching) but now that you know, try the first or last cars when you want to spread out and/or have a seat.
3. You’ve heard of Next Bus – try Next Station.  What’s that?  A new app?  New service?  Nope – it’s a handy tip for making your journey simpler.  The next time you’re approaching your destination, try peeking up from your phone and get into the aisle (not vestibule, and please don’t block priority seating if our most sensitive customers are standing!) one stop ahead.  That way you are pre-positioned to exit the train without pushing/shoving through on boarding passengers (or getting elbowed yourself as you slow everyone else down!)
4. Plan an exit strategy.  I’m a Red Line rider and my office at WMATA is convenient to Judiciary Square.  I try and make sure to board the train at Car 3, door 1.  That way I’m exactly where the escalator meets the platform when I disembark.  Try figuring out your exit strategy next time you travel, or use the Metro Master website.  Which car and door makes the most sense for your journey?  How does that work with/against the tips above?
5. There’s an App for that.  WMATA works with the developer community to help them help you.  Choose from the multitude of apps out there that help you plan the perfect transit trip.  Is your line running smoothly or gummed up?  Hop on a bus or take the train?  Blue for you or Hello Yellow? Eliminate the guesswork and join the transit technology revolution – you’ll be surprised how much easier your trip is when you app before you tap.

What other tips help you ride Metro like a regular?

The new version of the Line Load Application now models passengers into trains by cars. Let’s take a look at this new feature!

Remember in May when we said an updated version of the Line Load Application was coming that would include passenger distribution data at max load locations? Well it’s here now!

If you’ve seen Metro employees with clipboards out during rush hour at major stations, then chances are you’ve seen the Metro load checkers. These individuals mark down the loads of these trains. They also mark down any people who didn’t board. Last but not least, they are also doing this by car, and with that information Metro has been keeping track of the spread of the loads on the cars at the max load stations.

Average Car Loads in the AM Peak Hour – October 2014 Weekdays – Modeled Distribution of Passengers at Dupont Circle **The estimated railcar crowding is based on the scheduled Red Line service.

Read more…

Between 2007 and 2012, off-peak work trips were the fastest-growing segment of Metrorail ridership.

The traditional “rush hour” remains important, but Metrorail ridership seems to reflect a broader trend regionally – people are making more and more trips during “off peak” hours. According to the 2012 Metrorail survey, rail ridership growth was stronger in its off-peak (8 percent since 2007) than the peak (5 percent over the same time period). In certain jurisdictions – including those that have fostered re-investment in dense, walkable areas – off peak growth was into the double digits while peak growth grew more modestly. In one jurisdiction, off-peak trips grew by 50% during this period while peak trips grew at less than half that clip. 

Data sources, Metrorail ridership surveys, 2007 and 2012.  2012 is the most recent dataset we have on trip purpose. 

In the past these trips would be for theaters, late night entertainment, or shift work, but the bulk of these off-peak trips were during the midday – almost twice the number of late night trips – and the bulk of these trips were for work. Read more…

Secretary Foxx has issued his direction that Metro cannot consider any new rail expansion right now, and WMATA agrees!  So much so that we wrote it into our strategic plan back in 2013.  Earlier this fall, the Prince William County’s Board of Supervisors heard from WMATA about the importance of fixing Metro’s core before considering any expansion.

The Silver Line’s Phase 2 extension from Wiehle-Reston East to Dulles Airport and Loudoun County could be the last for decades to come. (photo credit: Ryan Stavely, Flickr)

As the region grows, so does the pressure for extensions of Metrorail.  The requests are frequent and common: “Extend Metro to BWI! to Centreville! to Waldorf! to Fort Belvoir!” We’ve heard and even modeled most of these requests. For a system that’s shaped and contributed tremendous economic value to the region, it only makes sense that communities outside of its immediate reach want improved access to it. WMATA Director of Planning Shyam Kannan recently took the opportunity to discuss the potential for the extension of Metrorail into Prince William County. With 80% of today’s Metrorail trips going to or through the system’s core (PDF), he noted that major core capacity improvements must be made prior to considering any additional rail extensions. While addressing core capacity has been a major part of Momentum, including initiatives like the 8-car train program, core stations, and New Blue Line Connections, the plan remains largely unfunded. With safety and state of good repair needs as Metro’s top priorities and core capacity relief put off indefinitely, any potential extensions (if they happen) are likely decades away from being built.

Read more…