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MTC and Wikipedia

A Tale of Two Cities, and Their Trains

SMART and Metrolinx Toronto could be considered to be sister train systems - together they clubbed together to buy trains, or Diesel Multiple Units (DMUs), from Japanese manufacturer Sumitomo Nippon Sharyo. These DMU units have been in widespread use in Japan as an Electric Multiple Unit, but its use in Toronto and Marin is different. This time it has been coupled with a tier 4 diesel engine - in this case the diesel is made by Cummins. While this is a proven diesel engine, the DMUs and this engine have never before been paired - so SMART and Metrolinx are taking risks using this combination.

While SMART runs 43 miles, the Toronto line runs 41 miles from Toronto's Pearson Airport to downtown Toronto's Union station. This is Toronto's major rail terminus with connections to a major rail and subway network. This Toronto commuter train is called the Union Pearson Express.

The Union Pearson Express, Toronto, uses the same DMUs as SMART
The Union Pearson Express, Toronto, uses the same DMUs as SMART

Metal Fatigue on the Union Pearson Express, Toronto

Metrolinx Toronto hit the Marin news lately as a result of metal fatigue in a crankshaft of its Cummins diesel engine, causing catastrophic engine failure.

Toronto, which has a double-tracked line (as opposed to SMART, which is only a single-tracked line), was able to continue operations. Now, both train systems are having Cummins replace the crankshafts for all of their diesel engines - Toronto is doing this without disrupting operations, but for SMART this is one reason given for delaying the launch of service.

A letter from LTK Engineering in the SMART Board of Director's 19th October meeting packet (page 85) highlighted the differences between Toronto's Union Pearson Express and SMART, in the light of the Cummins engine failure:

LTK concludes that in the event of the same type of crankshaft failure, SMART operations would not resume until the next peak period. This means that if the failure occurred during the morning peak, all trains that morning would be disrupted (would not run and would likely require bus bridges to rescue stranded passengers). Service would not be resumed until the evening peak. If the failure happened in the evening service would be disrupted until the next morning.

Were such a failure to occur, the disruption to ridership could be significant as riders assess if this mode if sufficiently reliable.

As this author learned about Toronto's Union Pearson Express, he began to wonder if this might portend bad things for SMART's future ridership and success. A review of the two systems seemed appropriate.

Toronto Triples Ridership By Slashing Train Fares

Train advocates are starting to imply that SMART could succeed because the Union Pearson Express in Toronto is succeeding.

Toronto launched with relatively high fares targeting airport business travelers. It initially offered a flat fare of $27.50 Canadian one way ($20 USD). Average daily ridership as a result was under 2,500 - far below projections and requiring heavy subsidies that had not been budgeted for. Money had to be diverted away from other transit system projects to cover these unanticipated costs.

Toronto Fare Comparison
Toronto Fare Comparison

The alternative to the Union Pearson Express is the TTC bus service costing $3.25 cash for an adult. It takes 45-50 minutes, but the writer can share first hand that he experienced a journey of nearly 2 hours due to congestion.

The diagram above shows just how much of a premium the Union Pearson Express was priced over a bus alternative - it was over 7 times the price when the train service launched. The reduction in fares brings the train fare down to just over 2.5 times the bus fare.

Slashing Fares Dramatically Increases Train Ridership

Union Pearson Express Ridership
Union Pearson Express Ridership

With the fares slashed, ridership of the Union Pearson Express jumped over threefold from 2,500 to 8,200. Trains are now routinely full and at peak commute the train can be standing room only.

A fairy tale ending - so could this happen to SMART?

SMART vs Toronto Pearson

The chart below summarizes the differences between the two systems. SMART has always been touted as serving commuters from Sonoma and northern Marin to central Marin, where the largest employment center is in San Rafael. The Union Pearson Express directly serves downtown Toronto and Pearson airport.

SMART vs Union Pearson Express
SMART vs Union Pearson Express

It's clear that the Union Pearson Express serves a vastly different demand situation than SMART. It serves a major international airport with 100 times as many daily flights as the Santa Rosa airport. It serves a major city with a population of 2.6 million and a commensurate number of jobs, while SMART serves San Rafael with a population of just 59 thousand - Toronto is a city with 44 times the population of San Rafael.

The Union Pearson Express terminates at Union Station in downtown Toronto - a major transit hub serving trains, subway and buses. San Rafael's Bettini Transit Center and Larkspur do not even begin to compare.

A second difference, speaking as an economist, is that the price elasticity for the SMART cannot be assumed to be the same as the Union Pearson Express. People typically pay more for airport connections. Business travelers can expense a reasonable cost (but apparently, not the exorbitant original cost of the $29.50).

In Toronto, serving a major airport and city, price elasticity of demand is high - reducing price results in significant ridership increases and overall revenue increases. This high level of price elasticity is unusual.

To presume the same price elasticity applies to SMART, which serves a much smaller population catchment and does not directly serve a major employment center comparable to downtown Toronto would be naive. SMART may drop fares and see an increase in ridership, but the price elasticity is likely much lower - and overall revenues are likely to drop.

The San Diego Coaster - A Better Comparison?

The San Diego Coaster, source: Wikipedia
The San Diego Coaster, source: Wikipedia

San Diego's North County Transit District has the Sprinter light rail and Coaster commuter trains (SMART is a commuter train), and Breeze and Lift bus and van services. Together these two rail systems collect revenues of about 22.5% of operational costs. This is referred to as the farebox recovery ratio. By law the district has to keep this number over 20%. (The author is not aware what happens if this figure drops below 20%, or if such a figure is also a requirement of SMART, and would welcome reader insight).

The San Diego district’s system-wide farebox recovery ratio has hovered just above the legal minimum — between 20 and 25 percent — since 2006, according to the district’s financial report for the 2015 budget year. The district’s ratio has decreased for the past three years, to 22.5 percent last year, down from 24 percent in 2013.

To stem the decline in revenues, with the trains causing the most inertia on the system cash flow, the North County Transit District has announced that it is raising fares systemwide - applying increases to both buses and trains. The Coaster's fare will rise 18% from $5.50 to $6.50 - an increase exponentially greater than inflation (as a comparison this year the U.S. Social Security's Cost of Living Index increased by just 0.3%). This is a sad state of affairs since raising fares will surely reduce ridership (just as reducing fares increased ridership in Toronto).

So instead of maintaining their intended goals of reducing traffic congestion and fighting climate change the San Diego North County Experience has shifted to one of survival - with bus fares raised to prevent the farebox recovery ratio falling below the legally mandated 20%.

So how does SMART compare to the San Diego Coaster - which is also a commuter rail system?

The Coaster started operations in 1995 so it has had over 20 years to increase its ridership to just 5,700. It is a burden to the region and the transportation district, and is starving the district of operational funds. It is causing fares to be increased to ensure its survival. Perhaps the Coaster has a much worse situation than SMART in terms of the service it delivers:

SMART vs the San Diego Coaster
SMART vs the San Diego Coaster

Sadly, SMART also compares poorly to the Coaster:

Train advocates would argue that SMART "goes to San Francisco". This overlooks key facts:

Where Does this All Lead Us?

The author started writing this article thinking that maybe the Union Pearson Express in Toronto, has proven that SMART could achieve ridership enabling it to deliver on its stated goals - relieving traffic congestion and fighting climate change. But Toronto offers a poor comparison from a major airport to a major metropolitan area. San Diego's Coaster is a closer comparison, but even this comparison is unfair because the Coaster directly serves downtown San Diego - with 20 times the population of San Rafael.

The author would happily concede his opposition to SMART if it can foreseeably achieve reasonable ridership. But SMART doesn't serve the superior transportation draws of Toronto, Toronto Airport or downtown San Diego. If the Coaster cannot achieve reasonable ridership with much lower fares serving a city over 20 times the size, then there is little hope for SMART.

There's a quote that surmises the situation:

Those who fail to learn from history are doomed to repeat it” - George Santayana, Spanish philosopher, essayist, poet, and novelist

SMART's true goals are not going to be relieving traffic or fighting climate change - they are going to be about its survival. Unfortunately, survival will require a combination of:

  1. Massive housing and business growth to generate more riders, and
  2. Increasing system-wide transit fares, including those on buses.

Sadly, adding more development and increasing fares will achieve precisely the reverse of SMART's stated goals. But as many of us have realized by now, these goals were never reasonable or even intended in the first place.

While some supported SMART because it "sounded right" that Marin should return to having a rail system, and it sounded green and sustainable, those in the know always knew that SMART was always all about growth and embracing a vision to urbanize Marin and Sonoma with transit-oriented development.

Tags

SMART Train, Union Pearson Express, Toronto, Toronto Airport, rail, farebox recovery, ridership, San Diego Coaster