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One Gateway Plaza

Los Angeles, CA 90012-2952


213-922.
metro. net
45
SYSTEM SAFETY & OPERATIONS COMMITTEE
NOVEMBER 15, 2012
EXECUTIVE MANAGEMENT COMMITTEE
NOVEMBER 15, 2012
SUBJECT: ENSURE METROLINK CUSTOMERS EXPERIENCE SEAMLESS
TRANSFERS THROUGH METRO'S LATCHED GATES
ACTION: APPROVE METROLINK ACTION PLAN AND TIMELINE
RECOMMENDATION
Approve the Metrolink Plan and Timeline (Attachment A).
ISSUE
In preparation of latching Metro Rail's station gates, all fare media has been converted
to TAP, with the exception of Metrolink. To determine the best course of action moving
forward, Metro and Metrolink staff has developed a plan to ensure that our mutual
riders can transfer seamlessly from Metrolink trains and through Metro Rail's locked
station gates.
DISCUSSION
In September of 1997, Metro and Metrolink entered an agreement that allowed
Metrolink riders to transfer from Metrolink trains to Metro Rail and Bus to complete their
commutes. In this agreement, which renews annually, Metrolink is expected to
reimburse Metro for these transfers (approximately $4.5 million in Fiscal Year (FY)
2013).
Through intensive coordination, staff from both agencies recommends the following two
options (option 1 preferred by both Metro and Metrolink staff) :
Option 1:
Metrolink Action Items and Responsibilities:
o Develop and test paper rolled stock with a TAP chip for all pass
categories and dispense them from select Metrolink ticket vending
machines.
o By no later than March 1, 2013, Metrolink will advise Metro in writing that
all pass products have either passed or not passed testing.
o Prior to gate latching and by mid-May, Metrolink must begin dispensing
the new paper/TAP rolled stock in designated ticket vending machines to
ensure that the product is working to Metro's and Metrolink's satisfaction
If testing succeeds, gate latching will commence no later than early
June and will be completed by end of August, 2013
Shared Metro and Metrolink Action Items and Responsibilities:
Option 2:
o Metrolink and Metro staff will work together to implement the agreed upon
transfer solution
o Staff from both agencies will be present through the initial gate latching
process to assist customers
o Between now and June 30, the current MOU and transfer policy will be
maintained
o If testing of the rolled paper stock fails, Option 2 will be implemented
This option will be exercised only if the actions described in Option 1 are unsuccessful.
Metro will give notice to Metrolink no later than February 18, that the MOU may
be terminated effective June 30, 2013. (note: Metrolink must be given at least
120 days notice as per the transfer agreement. This notice will not be exercised
if Metrolink's pass testing is successful by the March 1, deadline.)
Effective July 1, 2013, Metrolink riders will have to purchase Metro fare media
separate from their Metrolink fare media to board Metro Rail or Bus
Metrolink will conduct a public hearing regarding a fare change, if necessary
Metrolink will no longer pay Metro for transfers (approximately $4.5 million FY13)
Participating Los Angeles County municipal carriers will continue to be
reimbursed for Metro link transfers which shall be documented in the form of a
memorandum of understanding, facilitated by Metro and executed between
Metro and Metrolink
Title VI Compliance:
Should Metrolink inform Metro that none of the products have passed testing, Metro
staff would be required to prepare an equity analysis for necessary changes to the fare
policy. The Board would also need to hold a public hearing and consider the
aforementioned equity analysis prior to taking action not to renew the MOU.
DETERMINATION OF SAFETY IMPACT
Approving or declining this action plan and timeline has no impact on safety.
Ensure Metrolink Customers Experience Seamless Transfers Through Metro's Latched Gates Page 2
FINANCIAL IMPACT
If Option 1 is successful, Metrolink's reimbursement to Metro is expected to increase as
more concrete data in regards to the number of customers transferring to Metro from
Metrolink will become available. Current reimbursements are based on the assumption
that about 34% of Metrolink riders transfer to Metro. Metro staff, however, estimates
that the percentage of riders transferring is closer to 50-60%.
If Option 2 is enacted then Metro will not receive $4.5 million each year for transfers.
However, it is estimated that Metro will receive a higher amount as all customers
transferring to Metro will be required to purchase Metro fares to access our system.
ALTERNATIVES CONSIDERED
Other alternatives that have been explored by Metro and Metrolink staff include:
Keeping the gates in "free spin" mode
Hiring additional staff to "tap" Metrolink riders through all latched gates
Distributing paper smart card transfers to Metrolink riders each day
Using a fare media that could be scanned and installing optical scanners to all
gates
Converting Metrolink riders to an all-purpose plastic TAP card
NEXT STEPS
A timeline (Attachment A) is attached that describes major milestones and deadlines for
Options 1 and 2. Metrolink and Metro staff will provide monthly oral progress reports to
the Board.
ATTACHMENTS
A. Metrolink Plan and Timeline
Prepared by: Nalini Ahuja, Executive Director, Office of Management, Budget & Local
Programming, (213) 922-3088
David Sutton, Interim Deputy Executive Officer, TAP Operations,
(213) 922-5633
Ensure Metrolink Customers Experience Seamless Transfers Through Metro's Latched Gates Page 3
Deputy Chief Executive Officer
Arthur T. Leahy
Chief Executive Officer
Ensure Metrolink Customers Experience Seamless Transfers Through Metro's Latched Gates Page 4
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