BRT Planning Guide GTZ
BRT Planning Guide GTZ
Editor:
Deutsche Gesellschaft für
Technische Zusammenarbeit (GTZ) GmbH
P. O. Box 5180
D - 65726 Eschborn, Germany
http://www.gtz.de
Division 44,
Environment and Infrastructure
About the author Sector Project "Transport Policy Advice"
i
ii
Acknowledgements
The development of this Bus Rapid Transit create many of the original BRT concepts; these
Planning Guide has benefited from the experi- firms and individuals include Paulo Custodio,
ences of high-quality public transit projects the consulting team at Logit, Pedro Szasz, and
from around the world. The BRT Planning the consultancy of Logitrans.
Guide has benefited greatly from lessons gained The BRT Planning Guide has benefited not only
to date from the TransMilenio system in Bogotá from leading developing-nation experiences but
(Colombia). TransMilenio represents perhaps also from the growing level of interest in BRT
the most complete and inventive BRT system in Australia, Western Europe, Japan, and North
in the world today. The assistance of Angélica America. A similar compendium of experiences
Castro and Carlos Beltrán of TransMilenio SA developed under the United States Transit
has been instrumental in developing this guide- Cooperative Research Program (TCRP) has
book. Further, the former Mayor of Bogotá, been a rich source of world-wide experiences in
Enrique Peñalosa, has become an international BRT. Sam Zimmerman and the consultancy of
champion of promoting the BRT concept. DMJM & Harris have been leading these efforts.
Additionally, insights from municipal officials The concept of BRT owes much to the persistent
and consultants involved with the BRT systems support of key organisations that have worked to
in Quito (Ecuador) and Curitiba (Brazil) have raise overall awareness as well as provide direct
added greatly to the quality and relevance of the assistance to interested developing-nation cities.
BRT Planning Guide. In many respects, BRT The Institute for Transportation & Development
owes its existence to the creativity and deter- Policy (ITDP) under the leadership of its Direc-
mination of Jaime Lerner, the former mayor of tor, Dr. Walter Hook, has consistently been at
Curitiba and the former governor of the state the forefront of providing direct assistance to
of Paraná. César Arias, who previously directed developing cities pursuing sustainable transport
the BRT effort in Quito and is now a consultant options. Likewise, Gerhard Menckhoff, a con-
on the Guayaquil (Ecuador) BRT project, has sultant with the World Bank, has played a key
also lent considerable information for the BRT role in catalysing BRT projects in Latin America
Planning Guide. Likewise, Hidalgo Nuñez and and elsewhere. Also, Peter Midgley, a former
Cecilia Rodriguez of Quito’s Department of World Bank transport specialist, has been a
Transport have provided much assistance. In pioneer with developing-nation BRT efforts.
Asia, Kangming Xu and the Energy Foundation
are contributing greatly to the development of Finally, the BRT Planning Guide and the entire
BRT in China, as is Dr. Jason Chang who has Sustainable Transport Sourcebook would not be
previously led BRT efforts in Taipei. In India, possible without the strong support and effort
Dr. Dinesh Mohan and Dr. Geetam Tiwari of from the team at GTZ, the German Overseas
the Indian Institute of Technology in Delhi are Technical Assistance Agency. Karl Fjellstrom
at the forefront of efforts there. was particularly instrumental in developing
ideas for the Mass Transit BRT Planning Guide
A number of consultancies have worked to as well as writing sections comparing different
improve the quality of BRT initiatives. Special mass transit options. Klaus Neumann also
thanks go to Luis (Pilo) Willumsen, Enrique played a key role in providing the layout and
Lillo, and German Lleras of Steer Davies Gleave formatting for the final document. A great deal
who are involved in BRT projects worldwide. of thanks goes to Manfred Breithaupt, Director
Also, Jarko Vlasak of StratCo, and formerly of of GTZ’s sustainable urban transport pro-
McKinsey & Company, has helped to develop gramme, who created the idea of the Sustain-
the BRT business model used in Bogotá. Dario able Transport Sourcebook and who patiently
Hidalgo, Ignacio de Guzman, and Juan Carlos oversaw the development of each module.
Díaz at Akiris have played a central role in the
development of TransMilenio, and they are now Lloyd Wright
leading BRT efforts in several cities. Addition- University College London
ally, several consultancies in Brazil helped to
iii
3.2 Planning Stage II: Analysis 51
Contents
3.2.1 Background and situational
description 51
About the author i
3.2.2 Stakeholder analysis 51
Imprint i 3.2.3 Transportation data collection 52
Acknowledgements iii 3.2.4 Transportation demand
modelling 58
Acronyms vi
3.3 Planning Stage III:
1. Introduction 1 Communications 63
3.3.1 Public participation processes 63
1.1 Defining Bus Rapid Transit 1 3.3.2 Communications with
existing transport operators 63
1.2 History of BRT 2 3.3.3 Marketing plan 64
1.2.1 The predecessors to BRT 2 3.3.4 Public education plan 66
1.2.2 Modern BRT systems 2
3.4 Planning Stage IV:
1.2.3 Conventional bus systems 5 Operations 69
1.3 Public transport in developing 3.4.1 Corridor identification 69
cities 8 3.4.2 Feeder services 70
3.4.3 Service options 72
1.4 Barriers to BRT 9 3.4.4 Passenger capacity 75
3.4.5 System management and
1.5 Benefits of BRT 11 control 79
3.4.6 Customer service plan 81
2. Choosing a Mass Transit
System 13 3.5 Planning Stage V: Business
and regulatory structure 93
3.5.1 Business structure 93
2.1 Introduction to mass transit
options 13 3.5.2 Institutional and regulatory
structure 101
2.2 Criteria in technology selection 14 3.5.3 Incentives for competition 104
2.2.1 Costs 15 3.5.4 Operational cost analysis 113
2.2.2 Design and development 3.5.5 Tariff options 115
factors 19 3.5.6 Collection and distribution
2.2.3 Performance 28 of revenues 119
2.2.4 Impacts 33 3.6 Planning Stage VI:
2.3 The myths of BRT 38 Infrastructure 125
3.6.1 Conceptual study versus
detailed engineering study 125
3. Planning for BRT 39 3.6.2 Busways 126
3.6.3 Stations 135
3.1 Planning Stage I: 3.6.4 Intermediate transfer stations 141
Project Preparation 41
3.6.5 Terminals 142
3.1.1 Project creation and 3.6.6 Depots 143
commitment 41
3.6.7 Control centre 144
3.1.2 Legal basis 42
3.6.8 Feeder infrastructure 147
3.1.3 Development team 43
3.6.9 Integration infrastructure 148
3.1.4 Project scope and timing 44
3.6.10 Commercial space 149
3.1.5 Planning budget and
financing 48 3.6.11 Traffic signal control 150
3.6.12 Public utilities 150
3.6.13 Landscape 151
3.6.14 Infrastructure cost analysis 151
iv
3.7 Planning Stage VII:
Technology 155
3.7.1 Vehicle technology 155
3.7.2 Fare collection and fare
verification systems 169
3.7.3 Intelligent transportation
systems (ITS) 175
3.7.4 Equipment procurement
process 176
References 225
v
Acronyms
AGV Automatic Guided Vehicle
AVL Automatic Vehicle Location
BRT Bus Rapid Transit
CIDA Canadian International Development
Agency
CNG Compressed Natural Gas
DFID UK Department for International
Development
GEF Global Environmental Facility
GTZ GTZ Deutsche Gesellschaft für
Technische Zusammenarbeit
(German Overseas Technical
Assistance Agency)
IFC International Finance Corporation
IPCC Inter-governmental Panel on
Climate Change
ITDP Institute for Transportation &
Development Policy
ITS Intelligent Transportation Systems
JICA Japanese International Cooperation
Agency
LPG Liquid Petroleum Gas
LRT Light Rail Transit
MRT Mass Rapid Transit
O-D Origin-Destination
PRT Personal Rapid Transit
QIC Quality incentive contract
Sida Swedish International Development
Agency
TDM Transportation Demand
Management
TOD Transit-Oriented Development
TRB Transportation Research Board
UNDP United Nations Development
Programme
UNEP United Nations Environment
Programme
USAID United States Agency for
International Development
USFTA United States Federal Transit
Administration
USTCRP United States Transit Cooperative
Research Program
vi Acronyms
Bus Rapid Transit Planning Guide
Fig. 1
Bus Rapid Transit
provides a sophisticated
metro-quality transit
service at a cost that
most cities, even
developing cities, can
afford.
Photo courtesy of Advanced Public
Transport Systems
1. Introduction 1
Bus Rapid Transit Planning Guide
2 1. Introduction
Bus Rapid Transit Planning Guide
radial corridors emanating from the city core. cities. In 1996, Quito (Ecuador) opened a BRT
The system features 57 kilometres of exclusive system using electric trolley-bus technology,
busways and 340 kilometres of feeder services. and the city has since expanded the system with
The system annually attracts hundreds of city clean diesel technology.
officials from other municipalities, all seeking However, it was the effort in Bogotá with its
to study the organisational and design features TransMilenio system that has particularly trans-
that have shaped Curitiba’s success. The success formed BRT’s perception around the world.
of Curitiba’s BRT system has propelled the As a large-sized city (7.0 million inhabitants)
career of Jaime Lerner, the political backer of and a relatively dense city (240 inhabitants per
the original concept, as he has been re-elected hectare), Bogotá provided proof that BRT was
mayor several times as well as governor of the capable of delivering high-capacity perform-
state of Paraná (Brazil). ance for the world’s megacities. Today, with
The mid-1970s also saw a limited number of both Bogotá and Curitiba acting as catalytic
BRT applications being developed in other examples, the number of cities with built BRT
cities of North and South America (Meirelles, systems or with systems under development is
2000). While not as sophisticated as the Cu- quite significant.
ritiba system, variations on the concept were In 1998, the administrator of the United States
developed in Sao Paulo, Brazil (1975); Arling- Federal Transit Agency (USFTA), Gordon
ton, USA (1975); Goiania, Brazil (1976); Porto Linton, visited the Curitiba BRT system. The
Alegre, Brazil (1977); and Pittsburgh, United qualities of the system enabled a conclusion
States (1977). The Sao Paulo BRT system is that such a system could be applicable in the
currently the largest in the world with 250 United States, where high automobile usage
kilometres of exclusive busways serving 3.2 makes it difficult to justify costly rail-based
million passenger trips each day. options. Since Linton’s visit, the United States
Despite Curitiba’s success and relative fame has embarked on a national BRT programme
within the transport planning profession, the that includes 17 cities. Already, higher-quality
1. Introduction 3
Bus Rapid Transit Planning Guide
Fig. 3 and 4
Developed-nation
cities such as Brisbane,
Australia (left photo)
and Ottawa, Canada
(right photo) have also
benefited from BRT.
Brisbane photo courtesy of
Queensland Transport
Ottawa photo by Lloyd Wright
bus systems are in place in Chicago, Honolulu, but low-cost mass transit option (Figures 3 and
Los Angeles, Miami, Orlando, Philadelphia, 4). The transfer of BRT technology from Latin
Pittsburgh, and Seattle. Likewise, other OECD America to OECD nations has made BRT one
nations such as Australia, Canada, France, of the most notable examples of technology
Germany, Japan, and the United Kingdom have transfer from the developing south to the devel-
seen the potential for BRT as a high-quality oped north.
Table 1: High-quality bus systems around the world (as of February 2004)
Region Cities with a high-quality bus system in the design or construction phase
Africa Accra, Ghana; Cape Town, South Africa; Dakar, Senegal; Dar es Salaam, Tanzania
Asia Bangalore, India; Beijing, China; Chengdu, China; Dhaka, Bangladesh; Delhi, India;
Hangzhou, China; Shejiazhuang, China
Europe Annecy, France; Brest, France; Caen, France; Cambridge, UK; Coventry, UK; Luton,
UK; Maubeuge, France; Nice, France; La Rochelle, France; Toulon, France
Latin America Barranquilla, Colombia; Bucaramanga, Colombia; Cali, Colombia; Cartagena,
Colombia; Cuenca, Ecuador; Guatemala City, Guatemala; Guayaquil, Ecuador; Lima,
Peru; Medellín, Colombia; Mexico City, México; Panama City, Panama; Pereira,
Colombia; Puebla, Mexico; San Juan, Puerto Rico; San Jose, Costa Rica; San
Salvador, El Salvador
North America Albany, USA; Charlotte, USA; Cleveland, USA; Eugene, USA; Hartford, USA;
Louisville, USA; Montgomery County, USA; Reno, USA; Salt Lake City, USA; San
Francisco, USA; Toronto, Canada
Oceania Auckland, New Zealand; Perth, Australia
4 1. Introduction
Bus Rapid Transit Planning Guide
There is no precise definition of what constitutes Informal transit Standard Higher-quality Mass rapid
service transit service transit service transit
a BRT system and what represents simply an
improved transit system. Table 1 lists the cities
with bus transit systems that possess some of
the qualities of BRT, as of July 2004. Most of
➤ Non-regulated operators ➤ Pre-board fare payment
the cities listed have some form of exclusive ➤ Taxi-like services ➤ On-board fare verification
busways. The table distinguishes between cit- ➤ Poor quality customer service ➤ Higher quality shelters
ies with systems in operation and those in the ➤ Relatively unsafe and insecure ➤ Euro II -– Euro III type vehicles
planning or construction phase. ➤ Very old, smaller vehicles ➤ Marketing identity
ridors;
Pre-board fare collection and fare verification; modest van services to bus systems approaching Fig. 5
Entry to system restricted to prescribed op- the performance of a BRT system. The quality Mass transit speeds and
erators under a reformed business and admin- of public transit can be seen as a spectrum of capacities
istrative structure (“closed system”); possibilities ranging from customer unfriendly
Clean vehicle technology; informal operations to full-feature mass transit
systems that achieve mass transit speeds and
Fare free integration between feeder services
capacities (Figures 5 and 6). It is worth noting
and trunk-line services.
that this spectrum can encompass both road and
Table 2: Full BRT systems rail transit options. In general, most developing
(as of February 2004) cities should be attempting to move towards
higher-quality services. BRT has provided a
Total kilometres of
City means to enter the higher-quality, higher-capac-
exclusive busways
Bogotá (Colombia) 58
ity end of the spectrum but at a substantially
reduced cost in comparison to other options.
Curitiba (Brazil) 57
Goiania (Brazil) 13
Mini-buses and vans, both formal and informal,
are quite evident in cities of Africa and Latin
Quito (Ecuador) 26
America. While these services are sometimes of
The Latin American cities of Bogotá, Curitiba, relatively low quality, they often provide transit
Goiania, and Quito probably possess the most options for communities with few other choices.
complete systems, in terms of all aspects of BRT. Standard bus services encompass the conven-
The systems in Brisbane (Australia), Ottawa tional 70 passenger buses (12 metres) plying the
(Canada), and Rouen (France) probably provide streets in most parts of the developing world.
the best examples of BRT in the developed-na- These conventional services are typically safer
tion context. The experiences in Africa and Asia than informal mini-buses, but nevertheless still
are more limited in number and scope. The are not an attractive, comfortable, or convenient
Taipei (Taiwan) and Nagoya (Japan) systems option. The next stage in transit evolution is
perhaps stand out as the more complete systems towards more organised and higher-quality bus
in the Asian region, although not quite reaching services. Such services may feature newer and
the level of full BRT systems. cleaner vehicles, more sophisticated fare collec-
tion systems, bus lanes, and improved stations.
1.2.3 Conventional bus systems Higher-quality conventional bus services, while
Conventional transit systems can vary signifi- not BRT, can be a significant improvement for
cantly in size and quality, even within the same residents of most cities. The conventional bus
city. Transit ranges can range from relatively systems in cities such as Hong Kong, London,
1. Introduction 5
Bus Rapid Transit Planning Guide
Fig. 6 and Singapore have achieved considerable While London has not strictly implemented
Developing cities can success without the full application of BRT busways, the frequent use of well-demarcated
evolve from relatively attributes. London’s bus network serves 5.4 bus lanes has helped to increase average speeds
informal transit services
to formally organised million passenger trips each day, far exceeding and overall reliability. Painted bus lanes with
mass transit systems; the city’s underground metro system. London cameras to control private vehicle infringements
BRT is a cost effective is one of the few cities in the world in which have helped to avoid many of the problems as-
way of making this bus ridership has consistently risen over the past sociated with standard bus lanes (Figure 7). Box
transformation. 1 compares bus lanes to busways.
Photos by Lloyd Wright and Carlos
ten years. London’s success has been predicated
Pardo
upon four broad goals of service quality: Hong Kong has achieved many of the same
1. Frequency (“turn up and go” service with successes as London with priority bus lanes, in-
waits of 12 minutes or less); 2. Reliability (en- tegrated fare structures with other mass transit
forced bus lanes); 3. Comprehensiveness; and 4. options, incentive-based contracts with conces-
Simplicity. To accomplish these goals, London sioned operators, and higher-quality vehicles.
has implemented many BRT-type features Whether a system is termed “BRT” or not is less
within a conventional bus service: relevant than the quality of the service provided
Accessible low-floor vehicles for fast boarding and the degree to which continual improvement
is achieved. Most conventional bus services can
and alighting;
be upgraded substantially by considering some
Pre-board fare collection in central areas; of the low-cost customer service enhancements
Real-time information displays at stations; that are evident in BRT systems.
Quality incentive contracts with conces- However, experiences with bus lanes have often
sioned operators; failed to deliver desired results in developing
Enhanced driver training; cities. In many developing cities the bus lanes
Priority lane measures. are regularly invaded by mixed traffic, even
6 1. Introduction
Bus Rapid Transit Planning Guide
Fig. 7
While not as effective as
dedicated busways, the
bus lanes in London
are protected from
encroaching traffic by
enforcement cameras.
Photo by Lloyd Wright
1. Introduction 7
Bus Rapid Transit Planning Guide
when the buses are travelling in a counter-flow declining. A selection of developing cities
direction (Figures 8 and 9). Without the strong indicates that public transit systems are typi-
enforcement environment and resources of a cally losing in the area of between 0.3 and 1.2
city such as London, bus lanes tend to lose their percentage points of ridership each year (Table
effectiveness. In fact, buses operating along 3) (WBSCD, 2001).
highly-invaded bus lanes will in some instances The reasons for public transport’s demise are not
leave the bus lane to travel more rapidly in a difficult to discern (Figures 10 and 11). Poor
mixed traffic lane. Bus lanes also force unavoid- transit services in both the developed and devel-
able conflicts with turning vehicles. With bus oping world push consumers to private vehicle
lanes on the sides of the roadways, vehicles must options. The attraction of the private car and
cross the bus lane or even utilise the bus lane to motorcycle is both in terms of performance and
enter or exit side streets. image. Public transport customers typically give
the following reasons for switching to private
1.3 Public transport in developing vehicles:
cities 1. Inconvenience in terms of location of stations
For much of the world’s population, public and frequency of service;
transit is a necessary evil that must be endured 2. Failure to service key origins and
rather than appreciated. For many families, the destinations;
ultimate goal is to one day afford individual 3. Fear of crime at stations and within buses;
motorised transport, either in the form of a
4. Lack of safety in terms of driver ability and
motorcycle or automobile. The state of public
the road-worthiness of buses;
transit implies discomfort, long waits, risk to
5. Service is much slower than private vehicles,
personal safety, and restrictions on movement.
especially when buses make frequent stops;
Customer satisfaction with the myriad of infor-
mal and formal vans, mini-buses, and full-sized 6. Overloading of vehicles makes ride uncom-
buses that ply developing city streets is typically fortable;
extremely low. 7. Public transport can be relatively expensive
for some developing-nation households;
Under such conditions, it is not surprising that
such services are losing passengers at alarming 8. Poor-quality or non-existent infrastructure
rates. The private vehicle continues to make (e.g., lack of shelters, unclean vehicles, etc.)
gains in virtually every city. If present trends 9. Lack of an organised system structure and ac-
continue, public transport may have a rather companying maps and information make the
doubtful future. As incomes rise in developing systems difficult to use; and
nations, private vehicles are gaining usage while 10. Low status of public transit services.
public transport’s ridership is almost universally
Table 3: Changes over time in daily average public transport trips, selected cities
(includes bus, rail, and paratransit)
Earlier Year Later Year
Public Public
Population Percent of Polulation Percent of
City Year Transport Year Transport
(million) All Trips (million) All Trips
Trips/day Trips/day
Mexico 1984 17.0 0.9 80 1994 22.0 1.2 72
Moscow 1990 8.6 2.8 87 1997 8.6 2.8 83
Santiago 1977 4.1 1.0 70 1991 5.5 0.9 56
Sao Paolo 1977 10.3 1.0 46 1997 16.8 0.6 33
Seoul 1970 5.5 67 1992 11.0 1.5 61
Shanghai 1986 13.0 0.4 24 1995 15.6 0.3 15
Warsaw 1987 1.6 1.3 80 1998 1.6 1.2 53
8 1. Introduction
Bus Rapid Transit Planning Guide
Fig. 10 and 11
The poor-quality urban
transit in Tanzania
(left photo) and
Mozambique (right
photo) exemplifies
the challenges facing
developing cities.
Photos by Lloyd Wright
However, the demise in public transport is not option. Figures 12 and 13 present images of
pre-ordained. BRT is public transport’s response Bogotá, Colombia before and after the develop-
to this decline, with an attempt to provide a ment of its TransMilenio system.
car-competitive service. With the introduction
of the TransMilenio BRT system in Bogotá, 1.4 Barriers to BRT
Colombia, public transit ridership has actually
When measured in terms of economic, environ-
increased in that city. Although the system
mental and social benefits, BRT’s track record
had only opened two of its 22 planned lines in
provides a compelling case for more cities to
December 2000, the system achieved an imme-
consider it as a transit priority. However, as a
diate 6 per cent of transport mode share. Private
new concept, there remain several barriers that
vehicle usage declined from 18 per cent of daily
have prevented wider dissemination of BRT.
trips in 1999 to 14 per cent in 2001 (Como
Vamos Bogotá, 2001). A more detailed study Specifically, these barriers include:
along the TransMilenio corridor indicates that Political will;
the system captured nearly 10 per cent of trips Existing operators;
that would have been otherwise undertaken by Institutional biases;
private vehicle. (Steer Davies Gleave, 2003). Cu- Lack of information;
ritiba’s BRT system witnessed a similar increase Institutional capacity;
when initially opened, and was able to increase Technical capacity;
ridership by over 2 per cent a year for over two Financing;
decades, enough to maintain the public transit Geographical / physical limitations.
mode share when every other Brazilian city was Political will is by far the most important
witnessing significant declines. ingredient in making BRT work. Overcoming
BRT attempts to address each of the identified resistance from special interest groups and
deficiencies in current services by providing the general inertia against change is often an
a rapid, high quality, safe and secure transit insurmountable obstacle for mayors and other
Fig. 12 and 13
Bogotá transformed
itself from road chaos to
formal mass transit in
just three years.
Photo on left by Lloyd Wright
Photo on right courtesy of
TransMilenio SA
1. Introduction 9
Bus Rapid Transit Planning Guide
officials. Lobby groups from rail and automo- noted that the threat to existing operators may
bile interests can make for a powerful political be more perceived than real. In most cases, an
argument against BRT implementation. How- effective outreach effort with the operators can
ever, for those public officials that have made help dispel unfounded fears. In reality, exist-
the commitment to BRT, the political rewards ing operators can gain substantially from BRT
can be great. The political leaders behind the through improved profitability and better work
BRT systems in cities like Curitiba and Bogotá conditions. The existing operators can effec-
have left a lasting legacy to their cities, and in tively compete to win operational concessions
the process, these officials have been rewarded within the proposed BRT system.
with enormous popularity and success. The professional staff within municipal agencies
While automobiles may represent less than 15 may also represent a barrier to BRT implemen-
per cent of a developing city’s transport mode tation. Such staff often do not utilise public
share, the owners of such vehicles represent the transit as the primary means to travel. Instead,
most influential socio-political grouping. The municipal officials are part of a middle class
idea of prioritising road space to public trans- elite who have the purchasing power to acquire
port may appear to be counter to the interest a private vehicle. Thus, the professionals who
of private vehicle owners. However, in reality, are responsible for planning and designing pub-
separating public transit vehicles from other lic transit systems frequently do not use public
traffic may often improve conditions for private transit. This lack of familiarity with transit user
vehicles. Since public transit vehicles stop more needs and realities can result in less than opti-
frequently, the separation of these vehicles from mum public transit design. Such staff may also
mixed traffic can actually improve flows for all. unwittingly give funding and design preference
Existing transit operators may also prove to individual motorised travel since this mode is
to be a substantial political barrier to BRT the one with which they are most familiar.
implementation. Such operators may be quite Despite the rise of global information networks,
sceptical of any change, especially when the a lack of knowledge of options like BRT
change may have ramifications on their own remains a very real barrier. The long period of
profitability and even viability. In cities such time between the development of the system
as Quito (Ecuador), the existing operators took in Curitiba and the realisation of BRT by other
to violent street demonstrations to counter the cities is evidence of this information shortfall.
development of the BRT system. Likewise, in Through the assistance of international agencies
other cities the private transit operators have and non-governmental organisations, awareness
pressured political officials through recall efforts of BRT has risen sharply in recent years. Visits
and intense lobbying. However, it should be to Bogotá by city officials from Africa and
Fig. 14
Transit officials from
the world over are
visiting Bogotá to
learn more about BRT
implementation.
Photo courtesy of Human City
Foundation.
10 1. Introduction
Bus Rapid Transit Planning Guide
Asia have helped to catalyse new BRT projects one of these issues. Local conditions require
(Figure 14). Nevertheless, many developing local solutions, which ultimately makes each
cities still do not have basic information on BRT project unique in its own way.
understanding the potential of BRT.
The lack of information on BRT at the municipal 1.5 Benefits of BRT
level often occurs in direct correlation with the An effective public transit system can underpin
lack of human resource capacity. The transport a city’s progress towards social equality, eco-
departments of many major developing cities nomic prosperity, and environmental sustain-
must cope with a wide array of issues with only ability. By leap-frogging past a car-dependent
a handful of staff. The lack of institutional and
development path, cities can avoid the many
technical capacity at the local level inhibits the
negative costs associated with uncontrolled
ability of agencies to consider BRT even when
growth that ultimately disrupts urban coher-
general awareness of the opportunity is present.
ence and a sense of community.
Financing is typically a lesser problem with
Table 4 outlines some of the direct benefits that
BRT than other mass transit options. First,
BRT has provided to developing cities. Beyond
BRT is a relatively low-cost option that is
within the funding capacity of most developing these benefits, though, there exist multiplier
cities. Second, the operational cost effective- impacts that can further increase the value of
ness of BRT means that many regional and BRT to a municipality. For example, BRT can
multi-lateral organisations are quite willing to lead to reduced public costs associated with
finance such projects. Unlike other options, the vehicle emissions and accidents. Such impacts
lack of on-going operational subsidies with BRT include costs borne by the health care system,
implies that the sustainability of the project can the police force, and the judicial system. In turn,
often be assured at the local level. by reducing these costs, municipal resources can
be directed towards other areas such as pre-
Various local conditions, such as urban, geo-
ventative health care, education, and nutrition.
graphical and topographical factors, can also
present barriers to BRT implementation. For Methodologies for estimating the economic,
instance, extremely narrow roadways and steep environmental and social impacts of BRT are
hills can pose design challenges. However, in included in later sections of this guidebook.
general, there are technical solutions to each
1. Introduction 11
Bus Rapid Transit Planning Guide
12
Bus Rapid Transit Planning Guide
rail systems, and Personal Rapid Transit (PRT) personal preferences will all likely play a role.
systems. No one of these options is inherently This section will outline some of the factors that
correct or incorrect. Local conditions and local should be considered in selecting the type of
preferences play a significant role in determin- mass transit system for a city. While this docu-
ing the preferred system type. ment focuses upon BRT, many of its attributes
Additional types of mass transit systems are also and design lessons are transferable to other mass
possible. While monorail and maglev train tech- transit types as well. Additional information
nologies could be considered a form of elevated on different mass transit types can be found in
rail transit, these technologies are also distinc- Module 3a of the GTZ Sustainable Transport
tive enough to be considered as separate transit Sourcebook (Wright and Fjellstrom, 2003).
categories. However, over the past forty years In recent years, significant debates amongst
of the technology’s existence, monorail systems transport professionals have occurred on
have not been developed to any great degree. whether BRT or rail-based solutions are the
Other than in Japan, most existing current most appropriate. Such competition between
monorail applications are quite specialised such systems can actually be healthy as it implies an
as in theme parks. However, Las Vegas (USA) environment in which all technologies must
is completing a monorail line in 2004, and strive to improve. A rigorous evaluation process
Seattle (USA) is currently developing its second will also help ensure that a city makes the most
monorail project. Maglev technology is quite appropriate choice.
new and holds the potential to increase vehicle In truth, it may in fact be better to define basic
speeds considerably. The only current passenger transit characteristics prior to selecting a par-
application of maglev is found in Shanghai ticular technology. By understanding customer
(China), where speeds of over 400 km per hour needs with respect to fare levels, routing and
are reached on a 30 kilometre line between the location, travel time, frequency of service, quality
city and its new international airport. However, of infrastructure, and issues of safety and security,
at a cost of over US$ 300 million per kilometre, system developers can characterise the most ideal
the technology is unlikely to be replicated type of service without prejudicing the result to
elsewhere for the foreseeable future. Further, for any particular technology. Such a customer-ori-
many transport professionals, maglev technol- entated approach will likely have the best chance
ogy is seen more as a competitor of air travel for of producing a transit service that can effectively
inter-city travel rather than a practical solution compete with the private automobile. In practice,
within the urban transit sector. though, a political official or technical official
Personal Rapid Transit (PRT) is another rela- will often state a preference for a particular
tively new phenomenon that is being developed technology at the outset. In this case, the service
as an option in lower-density developed cities. is effectively being designed around a technology
PRT utilises Automatic Guided Vehicles (AGV) rather than the customer. Mass transit technol-
that avoid the need for a driver, and thus help ogy decisions can thus become a sort of self-ful-
developed cities to reduce their relatively high filling prophecy based upon political or personal
labour costs. These vehicles may be either preferences rather than customer needs.
rubber tyre- or rail-based, and are somewhat The choice of transit technology should be
small in size with each vehicle carrying in the chosen on a range of considerations with
range of two to six passengers. To date, only a performance and cost being amongst the most
few experimental systems have been developed. important. As suggested, these requirements
For these reasons, PRT is not presented in any are ideally derived from an objective analysis
further detail in this document. of the existing and projected situation. Table 5
outlines categories of the characteristics that can
2.2 Criteria in technology selection help shape a city’s decision towards the most
The decision to select Bus Rapid Transit (BRT) appropriate type of mass transit system.
as opposed to other options depends upon many This section attempts to provide an objective
factors. Costs, performance characteristics, and review of each of these characteristics. Again,
There may a variety of reasons for the under- on-going operating costs of the system. These
estimation of public transit projects, including costs can include vehicle amortisation, labour,
economic self-interest, technological complexity, fuel, maintenance and spare parts. If a system
and psychological factors. Project developers requires on-going subsidies, the financial strain
may under-estimate costs in order to win initial can end up affecting the effectiveness of both
commitment to the project; the underestima- the municipal government and the transit
tion may particularly occur when there is no service to the customer. The level of operating
penalty or risk for doing so (Flyvbjerg et al., costs will also be related to the expected fare
2003). Projects that require tunnelling, elevated levels of the service, and thus will ultimately
structures, and advanced technology probably affect affordability and issues of social equity.
also incur greater cost variance due to the
Labour costs represent perhaps the greatest
relative project complexity that is related to
difference between systems in developed nations
the occurrence of unforeseen events and costs.
and systems in developing nations. Whereas
Allport (2000, p. S-23) notes that “metros are
labour can represent between 35% and 75% of
a different order of challenge, cost and risk.”
operating costs in Europe and North America,
Allport also draws similar cautions with LRT:
the labour component of developing-nation
“LRT is often considered a more affordable systems are often well less than 20%.
alternative to a metro, while having the up-mar-
This difference has greatly shaped the direction
ket and ‘green’ image which busways have so far
usually not had…[but LRT systems] comes at a of public transport in each context. Systems
very high cost, both capital and operating, and such as light rail transit (LRT) have proven
they can be risky: much needs to go right for a quite popular in developed nations, in part due
project to be successful, and a bad mistake can to the reduced need for operating staff. With
spell disaster.” (Allport, 2000, p. S-6) multiple rail vehicles being operated by one
driver, the labour cost per customer is greatly
Additionally, overly-optimistic projections may reduced. In contrast, the relatively low labour
also be due to psychological preferences for costs in developing city applications means
more grandiose and image-driven options. that there is little penalty for modes requiring
In some instances, capital costs can be reduced more operating staff. Further, for social reasons,
through concessionary financing or grants from maintaining or even increasing employment is
developed-nation governments and private often a fundamental objective of public transit
firms. The concessionary funds are provided as a projects in the developing-city context.
means to promote the exportation of developed-
The difference in labour costs, in conjunction
nation products such as vehicles, information
with the higher capital costs for rail-based
technology, and consultants. Concessionary
solutions, largely explains the relative lack
terms can also be an effective technique to lock
of LRT and metro systems in the developing
a city into a particular technology. The financial
world. Outside of major corridors in a few
concessions may even be recouped later as the
developing megacities, rail transit has not been
particular city extends the system. The Mexico
implemented significantly in developing na-
City metro system, the Medellín (Colombia)
urban rail system, and the Delhi metro system tions. Rail options are likely to never fully serve
have also benefited from finance provided by,
respectively, France, Germany, and Japan at Table 7: Cost overruns and passenger projections of rail projects
concessionary interest rates. Unfortunately, in Cost Overrun Actual traffic as a percentage of
the cases of Mexico City and Medellín the cost Project
(%) projected traffic, opening year
of extending the current rail system is prohibi- Washington metro 85 NA
tively expensive since the concessionary terms
Mexico City metro 60 50
are no longer available.
Tyne and Wear metro 55 50
2.2.1.2 Operating costs Kolkata metro NA 5
The long-term financial sustainability of a Miami metro NA 50
transit project is highly dependent upon the
Source: Flyvbjerg, B., Bruzelius, N., and Rothengatter, W. (2003)
a city’s full transit needs. Only corridors with suggest one solution is better or more appropri-
the highest passenger throughputs can produce ate than another. Instead, it merely reflects
a competitive operating cost structure for rail. highly different local circumstances and cost
By comparison, bus-based systems can cost-ef- structures.
fectively serve a wide spectrum of passenger Beyond labour costs, other operating com-
numbers from lower-density residential areas to ponents tend to favour BRT over rail-based
the high-density corridors of a megacity such as options in developing cities. With rail cars
Bogotá. typically in excess of US$ 2 million and Latin
In developing cities, the lower impact of wages American articulated buses in the area of US$
on total costs means that these costs are largely 200,000, the vehicle amortisation costs are still
overwhelmed by the other components. Porto in the area of three times more costly for rail
Alegre, Brazil offers a unique opportunity to than for bus, even accounting for the longer life
directly compare urban rail and BRT operating of rail vehicles and the greater passenger car-
costs. The city has both types of systems operat- rying capacity. The more specialised nature of
ing in similar circumstances. The TrensUrb rail rail maintenance and spare parts also tends to
system requires a 69% operating subsidy for increase these costs. Comparisons of fuel costs
each passenger trip. By contrast, the city’s BRT obviously depend upon the technology utilised
system has a comparable fare structure, but for the BRT vehicles, which can be diesel, natu-
operates with no subsidies and in fact returns a ral gas, hydrogen, or electricity.
profit to the private sector firms operating the Operating costs are also affected by the econo-
buses (Figures 16 and 17). mies of scale of the given operation. In devel-
In the developed cities of North America and oped nations the lower demand for pubic transit
Western Europe, rail solutions, particularly LRT, services has largely translated into inadequate
are now being implemented with increased revenues to cover costs, especially with regard
frequency. The divergent technology paths to rail-based services. In turn, this differential
between developing and developed cities do not implies often heavy subsidisation of the system.
Likewise, rail-based services in developing cities
also frequently require subsidisation. With the
exception of the metros in Hong Kong, Manila,
Santiago, and Sao Paulo, there are relatively
few examples of systems with fare box recovery
ratios greater than 1.0 (i.e., revenues greater
than costs). Further, crossing into the frontier
of subsidies also brings with it additional costs.
Managing the subsidy process, controlling
misappropriation, and ensuring the right incen-
tives for customer service all require personnel
and resources.
Implementing a system that will require sub-
Fig. 16 and 17 sidies without end raises issues of inter-genera-
The urban rail and tional equity. A commitment to subsidies into
BRT systems in the indefinite future places a potentially heavy
Porto Alegre (Brazil) burden on future generations. In the short term,
provide a comparative such subsidies will reduce annual spending
environment for the available for other development objectives such
different mass transit
options. The rail as health care and education. Gregory Ingram
system requires a 69% of the World Bank supports this possibility with
operating subsidy while (Ingram, 1998, p. 7):
the BRT system requires
no operating subsidies. “The construction costs of Metros in developing
Photos by Lloyd Wright countries are so high that they crowd out many
implemented within a single political term. This month time horizon. The construction of initial
short time span would provide an additional corridors can likewise be completed in a 12
incentive, as the project’s initiator would want month to 24 month period (Figure 18). Phase
to finish the project in time to reap the political I (40 kilometres) of Bogotá’s TransMilenio
rewards. system was planned and constructed within the
Rail-based options and BRT have significantly three-year term of Mayor Enrique Peñalosa. By
different planning and implementation time contrast, planning a more complex rail project
horizons. Examples of planning and construc- will typically consume three to five years of
tion times vary greatly by local circumstances, time (Figure 19). Examples such as the Bangkok
but the duration from start to completion is SkyTrain and the Delhi Metro also show that
significantly shorter for BRT. BRT planning construction can also require another three to
typically can be completed in a 12 month to 24 five year time horizon.
1947 1954
Metro Lines
Phase I
Subway Line Phase II
1967 1981
Metro Lines
Phase I
Electric Train System
Phase II
1988 1992
System
Metro
LRT
Urban Rail Project
Fig. 20
For six decades,
various political 1997 2000
administrations
attempted to implement
rail-based transit
in Bogotá without
success. The Peñalosa
administration planned System
and implemented the Metro Line 1
TransMilenio BRT Metro Line 2
system in just three
years.
Metro Line 3 TransMilenio BRT
Trunk routes
Illustrations courtesy Phase I COMPLETED in 2000
of TransMilenio SA
Bogotá (Colombia) makes for an interesting While the years of rail planning provided regu-
case study as the city has pursued both rail- lar incomes to consulting firms, it did little to
based options (metros and LRTs) and BRT. address the city’s growing transport crisis. BRT
Bogotá spent over four decades developing brought the first sense of implementation reality
metro and LRT plans (Figure 20). Not a single to the city’s public transit objectives. As noted,
project advanced beyond the planning stage. Mayor Peñalosa did in a single three-year term
what could not be accomplished by forty years lanes. Bogotá’s Caracas Avenue corridor actually
of metro dreams. serves an estimated 36,500 pphpd. Such figures
A longer time horizon can also mean greater are achieved due to the following characteristics:
city disruption during the construction phase. 1. Use of articulated vehicles with a passenger
As portions of the city are under construction, capacity of 160;
road traffic and businesses will sometimes need 2. Stations with multiple stopping bays that can
to make inconvenient changes to their normal handle up to five vehicles per direction simul-
behaviour. The ensuing congestion and loss of taneously;
sales caused by such disruption can do much 3. Multiple permutations of routing options that
to harm the goodwill that a transit project can include local, limited stop, and express services;
otherwise deliver. 4. Average vehicle headways per route of three
Obtaining the project financing can be another minutes, and as low as 60 seconds during
significant time delay. Because rail-based op- peak periods; and,
tions typically have higher capital requirements, 5. Station dwell times of approximately 20 sec-
arranging the financing can be more compli- onds (achieved by use of at-level boarding
cated and more time consuming. Further, since and alighting, pre-board fare collection and
rail-based options typically involve some form fare verification, and three sets of large dou-
of public sector subsidy, the involvement of ble doors on each vehicle).
the private sector becomes a more complicated Systems such as Quito (Ecuador) and Curitiba
structural issue to design and negotiate. (Brazil) that utilise just one lane in each direc-
tion reach capacities of approximately 10,000
2.2.2.2 Passenger capacity
pphpd. However, Porto Alegre (Brazil) also
The ability to move large numbers of passengers has only one lane available in each direction
is a basic requirement for mass rapid transit but reaches capacities of over 20,000 pphpd
systems. This characteristic is particularly im- through the clever use of multiple stopping bays
portant in developing cities where mode shares and the platooning of vehicle movements. In
for public transit can exceed 80 per cent of all general, these results indicate that BRT can
trips. Passenger capacity is affected by several achieve slightly higher passenger capacities than
factors that can differ between types of transit light rail systems but somewhat less than el-
systems: evated rail and metro systems. Table 8 provides
Size of vehicle (passengers per vehicle); a comparative capacity analysis between differ-
Number of vehicles that can be grouped ent mass transit options.
together;
Headway between vehicles (amount of time Table 8: Actual peak capacity, selected mass transit systems
that elapses between vehicles in safe operation); Ridership (passengers /
Line Type
Boarding and alighting techniques. hour / direction)
In many developed cities, passenger capacity is Sao Paulo Line 1 Metro 60,000
a less vital issue as the lower density of the cities Mexico City Line B Metro 39,300
along with lower market shares for public transit Santiago La Moneda Metro 36,000
creates less peak demand. By contrast, develop- London Victoria Line Metro 25,000
ing cities often have both high population densi- Buenos Aires Line D Metro 20,000
ties and high market share for public transit. Bogotá TransMilenio BRT 36,500
Concerns are sometimes raised whether Sao Paulo 9 de julho BRT 34,911
bus-based options such as BRT can handle Porto Alegre Assis Brasil BRT 25,000
the passenger flows that are often required Belo Horizonte BRT 21,100
in denser, developing-nation cities. Both the
Curitiba Eixo Sul BRT 15,100
Bogotá (Colombia) and São Paulo (Brazil) BRT
Bangkok SkyTrain Elevated rail 22,000
systems handle over 30,000 passengers per hour
per direction (pphpd) using additional passing Tunis LRT 13,400
As surface systems with no mobility beyond the We conclude that an LRT capacity of
rail corridor, LRT systems face some practical 10-12,000 pphpd at an operating speed
limitations in terms of passenger capacities. This of 20kph is likely to be the limit to what is
conclusion is supported by the findings from achievable.”
the research of Allport (2000, p. 38): LRT systems generally are not able to introduce
“Typical at-grade LRT throughputs were the same measures that allow BRT systems
about 4,000-6,000 passengers per hour to reach higher capacities. The application of
compared to busway average of 15,000 passing lanes at stations and express services for
at about the same commercial speed. LRT requires a degree of switching technology
There were no known LRT’s operating
that is quite complicated in urban settings,
at-grade which approach the passenger
carrying capacity of the existing Curitiba, particularly in developing cities. However, if an
Quito or Bogotá busways.” LRT system was grade separated from mixed
traffic (i.e., become a metro-like service), then
Allport then goes on to explain the reasons for
higher capacities would be possible. In general,
LRT’s capacity limitations:
though, capacity is not a major constraint since
“LRT achieves high speed by using a the principal application of LRT is in developed
signalling system to avoid bunching, and
nations of Europe and North America. Cities in
by obtaining priority at traffic signals
over other traffic; and it achieves high these nations rarely have public transit demand
capacity by having large vehicles which in excess of 10,000 pphpd.
take advantage of the signal cycles. In For passenger capacities in excess of 40,000
practice the distance between signals pphpd, grade separated rail is currently the
defines the maximum vehicle size, and
only option available. Passenger volumes of this
the need to provide for crossing traffic
limits the number of vehicles per hour. magnitude have been recorded in only a hand-
However, LRT systems are operationally ful of cities such as Hong Kong, New York, Sao
vulnerable to the everyday events that Paulo, and Tokyo.
happen in the centre of developing cities. Interestingly, in cities that have both a metro
Whether this is junctions being partly
system and a bus network, the metro generally
blocked, or road maintenance work, or
a breakdown, or an accident, while bus only carries a small portion of the cities public
systems are often able to get round the transport ridership. Table 9 compares mode
problem (they can overtake, leave the shares for several cities with both a metro and a
busways etc), LRT is not. bus network. This result is surprising since it is
generally assumed that metros possess a greater Figure 21: Passenger capacity and capital
carrying capacity. While it is true that the peak cost for mass transit options
capacity of metros and elevated rail systems
���
surpass other modes, their ability to serve large
�����������
overall numbers of passengers is limited due �����
systems still carry the vast share of customers. Passengers per hour per direction
Fig. 22
Phase I of TransMilenio
(left illustration)
consisted of 40
kilometres of exclusive
busways. By the year
2015, the total system
will consist of 388
kilometres of exclusive
busways
(right illustration).
Illustrations courtesy of TransMilenio SA
For most cities, even cities with high popula- rail-based systems often necessitate a larger
tion densities, a BRT system provides adequate network in order to operate effectively. The
capacity if the system is designed as an effective required economies-of-scale for metro construc-
network. The extreme densities claimed by rail tion implies that one would not construct many
advocates are often only possible by creating a small segments over different time periods. If
highly-limited corridor structure that satisfies one brings in the tunnelling equipment and
scale at the cost of customer service. Bogotá is construction teams, it would be extremely costly
a large, densely populated city with 7 million to just construct just a very short segment.
total inhabitants and approximately 240 persons BRT’s lower costs and greater flexibility permits
per hectare, and yet the city’s BRT system man- system developers to closely match current
ages these volumes. Few cities have a population needs with actual construction. Since construc-
density higher than that of Bogotá, and thus tion techniques for BRT are not so different
passenger capacity is rarely the over-riding fac- than normal roadway construction, the required
tor in choosing a rail-based system. However, if economies-of-scale are far less acute than
a city has one or more of the following charac- those for rail-based projects. BRT has been
teristics, then an underground Metro may be an developed in cities with populations of 200,000
appropriate option from a capacity standpoint: to megacities with over 10 million inhabitants.
Population densities in an area of trip origins Even relatively small system additions can be
or trips destinations above 270 persons per economically accommodated by BRT. Thus,
hectare in a megacity environment with de- BRT allows cities to have a transit system that
mand of over 40,000 passenger per hour per grows and evolves in close step with the de-
direction in key corridors; mographic and urban form changes that occur
Extremely tight structural densities that do naturally in a city. Figure 22 illustrates the
not permit use of the surface for dedicated planned system expansion taking place within
transit lanes (although some cities have the Bogotá TransMilenio system.
placed BRT corridors underground in the 2.2.2.4 System flexibility
densest sectors); Modern modelling and planning practices have
Geographical constraints (e.g., a narrow strip greatly aided the objective of matching public
of land bounded by water or a hillside) that transit design to customer needs. Unfortunately,
do not permit sufficient space to use surface even the best crafted plans cannot account for all
roadways for dedicated transit infrastructure. eventualities. Customer preferences can be dif-
2.2.2.3 Scalability ficult to know with absolute certainty. The nature
Scalability refers to the ability to match the size of a city’s urban form and demographics can
and scope of a system to the particular urban change as social and economic conditions change.
environment. Rail-based systems tend to re- Thus, it is always preferable to have a transit
quire a relatively large scale to operate economi- system that can grow and change with a city.
cally. The high costs of rail infrastructure and During the start-up phase of a new system,
operations mean that relatively high passenger customer reactions and preferences are some-
numbers are needed. For the same reasons, times different than the original predictions
indicated from modelling exercises. Demand in been noted that there is no fixed agreement on
one area may exceed or fall short of expectations what even constitutes a BRT system. A highly
and require service adjustments. Alternatively, strict definition (closed system, fully segregated
customer demand for express or limited stop busways, fare-free transfers, and pre-board fare
services may be quite different from early collection) may produce only four true BRT
projections. Routes may require adjustments to systems in existence: Bogotá, Curitiba, Goiania,
account for future changes in urban form. and Quito. A more expansive definition (open
The relative flexibility of BRT means that such and closed systems, higher-capacity vehicles,
changes can often be accommodated at a mod- low emission standards, improved customer
est investment in terms of time and money. information) can imply a total of approximately
Changes to the Bogotá TransMilenio system 50 systems.
were handled smoothly within the first weeks BRT can fulfil a range of roles within an
of opening the system. By contrast, routing and integrated transit service. Some cities with
service changes to rail-based systems are far less existing rail-based systems are viewing BRT
adaptable. Once the expense and engineering as an economical means to extend or augment
effort of tunnelling and laying rail is made, the their systems. Medellín (Colombia) and Beijing
flexibility to make changes is rather limited. (China) are both developing BRT corridors that
Thus, rail-based systems require a good deal will act in concert with an existing rail-based
more certainty in terms of the required demand system. For Medellín, the high capital and
and service preferences. operating costs of the city’s existing elevated rail
The combination of lower capital costs and system meant that there was no possibility of
greater scalability of BRT means that the sys- using rail in other corridors. Sao Paulo (Brazil)
tem will preserve greater option value for future uses BRT as a means to extend the reach of the
political administrations and future generations. metro system to satellite cities. Table 10 outlines
Rather than committing a city to a prescribed the different types of roles that BRT can assume
path for the foreseeable future, BRT permits within a city’s public transport strategy.
changes in city form, demographics, and public Bogotá has demonstrated that a densely-popu-
priorities to allow different options to be viable lated megacity can in fact be quite well-serviced
at a later date. Once a city has committed to an by BRT alone. Nevertheless a range of cities
expensive rail option, both the psychological with existing rail systems may find BRT a
and the financial flexibility for making later compatible addition to an integrated system. As
changes becomes limited. noted above, employing multiple technologies
As has been noted, the state-of-the-art in BRT does bring with it added costs and managerial
continues to evolve in a dynamic environment complexity. However, for cities with existing rail
of experimentation and municipal creativity. infrastructure and few financial resources the
Each new project brings with it the potential to choice may be either BRT or waiting decades
alter what is considered best practice. It has also for further system expansion.
Table 10: Potential BRT roles within an integrated mass transit strategy
Service type Explanation
Principal mass transit BRT can serve as the principal mass transit technology for a city, covering all
service trunk-line corridors and providing feeder routes
BRT can provide an economical means to extend metro services to outer
Metro extension
areas
BRT can provide an economical means of adding mass transit lines within a
Mass transit in-fill
city that already has some rail-based corridors
Feeder service BRT can provide a feeder service connecting with existing metro corridors
BRT can serve as an economical entry into a mass transit system while also
Future conversion
allowing for the future conversion to rail
BRT does not necessarily represent the endpoint level of affordability. Instead, lower-income
in terms of a city’s ultimate transit choice. The groups are bunched in an under-funded (or non-
relative flexibility of BRT means that other funded) paratransit or conventional bus system
options are not closed to a city at a later time. A that operates with little in terms of customer
city may elect to replace a BRT corridor with service amenities. Examples of such dramatic
a rail-based option. This change may be in intra-city inequities include the elevated rail
response to improved municipal financial condi- systems in Bangkok and Kuala Lumpur as well
tions that allow a more capital intensive option as the costly metro system in Kolkata.
to be implemented. The reasons for such a The ultimate decision on a mass transit system
conversion may be related to an increase in mass should not be based on a particular type of
transit usage that results in corridor demand technology. Instead, the needs of the customer
over 40,000 passengers per hour per direction. should be paramount above all. Building a
Alternatively, a BRT to rail conversion may also single, limited corridor of rail does little to
be based upon a desire to upgrade towards a provide a meaningful network for those persons
system with a higher perceived visual image. who depend upon public transport for their
In either case, BRT provides the flexibility for
daily mobility needs. A city with few financial
such a conversion to take place. The segregated
resources may wish to consider developing a
busways and high-quality stations of BRT may
full mass transit network with BRT prior to a
be directly transferable to another technology.
limited rail-based corridor. In time, if the desire
Thus, the earlier BRT investment is largely not
to convert to rail is strong, then this possibility
lost in the conversion process.
is always there as a future conversion option.
Of course, once a BRT system has been put in However, BRT can give a city a complete net-
place a city may not consider a conversion to work over the medium term and thus do much
rail to necessarily be regarded as an upgrade. to relieve the pressures of congestion, contami-
It is unlikely that residents of cities with high- nation, and access that are evident in much of
quality BRT systems such as Bogotá, Curitiba, the developing world.
and Quito feel that they possess an inferior
service. In fact, there is no recorded example 2.2.2.5 Diversity versus homogeneity
of a city moving to rail once a BRT system has In the past, the conventional wisdom for mass
been put in place. transit services implied that a wide diversity
of transit types in a city could be useful. Thus,
The previous conventional wisdom within trans-
there are cities such as Buenos Aires (Argentina)
port planning was to employ rail-based systems
and Bucharest (Romania) that simultaneously
wherever it was financially feasible to do so.
possess virtually all types of transit technologies
This philosophy is tantamount to spending as
(metros, elevated rail, trams, trolleys, standard
much as possible on a given corridor, even if the
same service is achievable with a lower-cost solu- buses, mini-buses, etc.) (Figure 23). The idea
tion. This preference can result in rail systems behind this abundance of diversity is that each
“cherry-picking” the most lucrative corridors transit type can be matched with the corridor
with virtually no possibility of covering other characteristics that best match the technology’s
areas of the city. In turn, this result can imply optimum operating characteristics.
higher fares for low-income citizens, difficulties The reality, though, is often a plethora of serv-
in effective integration between modes, and a ices that are not integrated with each other and
long-term commitment to a single solution. not understood by the majority of the popula-
This preference for limited rail service can also tion. Instead of serving the public in the most
create a sort of transport apartheid within a efficient manner, the variety of transit types
city. Wealthier citizens are whisked about in an mostly just serve the interests of technology
expensive, high-technology system that absorbs vendors and public officials who are enamoured
the vast majority of the city’s transit resources. with the latest innovations.
However, for most of the population, the metro The justification for a diverse set of technologies
system or elevated rail system is beyond their has largely been based on the assumption that
Fig. 23
Bucharest (Romania)
has virtually every type
of public transport
system, but the end
result of too much
diversity can be
customer confusion and
poor integration.
Photos by Lloyd Wright
Metro
Trolley-bus Tram
each mode (LRT, BRT, elevated rail, metro, needed for maintaining and operating each;
etc.) had a fairly narrow band of operational there are fewer opportunities for synergies that
viability. However, with BRT systems now reduce personnel costs. The various technologies
operating cost effectively at capacities ranging will each likely require their own costly set of
from 4,000 passengers per hour per direction spare parts. Economies of scale are typically lost
(pphpd) to 40,000 pphpd, there is less strength when purchasing multiple types of vehicles and
in this argument. components. Instead of one large order, smaller
Further, the high costs of multiple technologies orders of different technologies are needed. The
are now becoming increasingly evident. First, opportunity for reduced pricing through bulk
the difficulty in integrating each transit type procurement is limited.
has already been noted. Each technology has Third, the complexity of managing many
a different cost structure. Some systems oper- technology types often results in a different
ate without the need of public subsidy while public agencies being created for each service.
others require a continued stream of public An expanding bureaucracy can increase overall
funding. Coordinating fare structures and administrative costs, reduce coordination, and
distributing revenues in such an environment establish “turf” that is later politically difficult
can be quite complex and require a high level of to efficiently consolidate. This administrative
managerial and administrative skills. Physically complexity can also breed an environment where
integrating different technologies that involve corruption is more prevalent. As the number of
separate grade levels (underground, surface level, contracts for different technologies expands, so
elevated), boarding techniques, and customer does the opportunity for misappropriation.
flow levels can be a challenge as well. Perhaps the best example of how technological
Second, operating several technology types simplification can result in a multiple of benefits
implies higher maintenance costs than if a can be seen in today’s airline industry. The re-
single technology is utilised. Different technolo- cent success of so-called “low-cost” or “no-frills”
gies means different skills and personnel are airlines can in part be tied to a fairly simplified
business model. These airlines typically only rial and administrative oversight is required.
maintain one type of aircraft, and thus have Allport (2000, p. S-19) points out that the level
greatly reduced maintenance costs and spare managerial experience to oversee such complex-
part costs. The simplified operating environment ity is sometimes difficult to find:
also permits faster turn-around time between “Without high standards of operations, mainte-
routes which leads to more revenues per passen- nance and administration [metros] will rapidly
ger-vehicle kilometres. As a result such airlines deteriorate…The culture, managerial standards
(Southwest Airlines, JetBlue, EasyJet, and Ryan and attitudes often found in bus companies and
Air) have become leaders in terms of profitability railway corporations of developing countries are
and market capitalisation (i.e., value). The busi- unsuitable for a Metro.”
Table 11: Characteristics of highly-profitable airlines In turn, the complexity of the operating envi-
ronment may require a greater number of public
Category Product and operating features agency staff to properly control and administer
Vehicle (aircraft) Single type the system.
Routes and airports Uncongested
2.2.3 Performance
Fares Low, simple, and unrestricted
A transit system’s performance characteristics
Distribution Ticketless
will play a large role in determining customer
Service Single-class, high-density
usage levels. It does little good to have an
Frequency High economical system if nobody is willing to use
Punctuality Very good it. The ability of a system to attract ridership is
Staff High productivity, high morale thus a prime decision-making determinant in
Customer service Friendly and responsive selecting a mass transit technology.
Source: Adapted from Doganis (2001)
2.2.3.1 Affordability
ness model for these companies may in fact offer As discussed earlier, the customer tariff is related
a host of lessons that may provide insights into to operational costs and the level of subsidies (if
how public transit can succeed: any). Given the lower labour costs in developing
While urban public transit is clearly quite differ- cities, BRT can typically deliver relatively low
ent from the airline industry, there a sufficient operating costs. Further, the realities of mu-
number of parallels to consider aspects of this nicipal revenues in developing cities also mean
model. Simplicity in conjunction with excel- that long-term subsidisation is not an attractive
lence in customer service can be a powerful or viable option. Thus, BRT is often capable of
combination. delivering non-subsidised services for fares of less
than US$ 0.50 per passenger. In the developing
In some extreme cases of population densities city context, rail-based systems have proven to
and topographical constraints, a city may indeed largely require subsidies and/or higher fare levels.
require multiple technologies to meet its transit
needs. However, these cases are relatively rare. If 2.2.3.2 Travel time / speed
a single transit technology can adequately serve a Travel time and operating speed are related but
city’s mobility needs, then the ensuing cost and distinct concepts. From the customer standpoint,
managerial savings can be significant. the actual door-to-door travel time is probably
the more important variable rather than top
2.2.2.6 Management and administration speeds. Thus, one must also consider the time
The degree of managerial and administrative travelling to and from stations, the time spent
oversight required by a transit system is related walking from transit entry points to the vehicle
to the relative complexity of the operations. As platforms, and the time spent waiting for a
noted earlier, the complexity of rail options has vehicle. For example, metros may deliver a rapid
tended to make projections of capital costs and on-vehicle service, but it can take greater time to
passenger numbers highly variable. This degree access a metro station as well as walk between
of complexity can also imply that more manage- the surface and the vehicle platform. Equation 1
summarises each of the variables that contribute The provision of “limited stop” and “express”
to calculating total travel time. services in addition to “local” services can also
be a significant factor
Equation 1: Total travel time in reducing travel times.
Total travel time = Travel time from origin to transit station Limited stop services imply
that the transit vehicle
+ Travel time from entering station to vehicle platform
will skip several stations
+ Vehicle waiting time between more major travel
+ Vehicle boarding time nodes. Express services
+ Vehicle travel time imply that even more sta-
tions are skipped allowing
+ Vehicle alighting time
the service to go between
+ Travel time from vehicle platform to station exit major points of origins and
+ Travel time from station exit to final destination destinations. Local services
typically involve stopping
The “commercial speed” of the vehicle is often at each of the stations in a particular corridor.
more important than the “maximum speed”. The A few metro systems, such as the New York
commercial speed represents the average speed subway, do in fact have second sets of tracks to
including the dwell time at stations. Thus, a permit limited stop services. However, these
system with short distances between stations or services are relatively rare for metro and LRT
with long boarding and alighting times will be systems for reasons of both cost and technical
comparatively penalised in terms of average speed. complexity. The ability to safely control passing
As surface modes, BRT and LRT are advan- at stations is difficult with high-frequency rail
taged with relatively accessible entry and exit services. Further, the requirement of a switching
points. In contrast, metros and elevated systems device in the track means that passengers will
typically require more time to enter and leave be subjected to an additional jolt in their ride. Fig. 24
the stations. Further, the higher cost of metros The relative flexibility of BRT permits greater A survey comparing US
sometimes implies that there is less coverage of ease in developing passing lanes at stations. BRT systems with light
BRT systems in cities such as São Paulo and rail systems showed
the city’s total area since it is not typically fi- that the BRT systems
nancially feasible to construct metro lines in all Bogotá operate with either passing lanes and/or
actually delivered
corridors. Thus, distances to arrive at a metro second sets of exclusive busway lanes in order to higher average speeds.
station may also require additional time or even permit more direct services. Graph from US GAO (2001).
The relative advantage of rail-based options and isfaction with the service. Long waits can imply
BRT with respect to travel time depends greatly greater risks in terms of exposure to theft and
upon local circumstances and system design. violent crime.
Metros may produce the highest maximum The proper sizing of BRT vehicles can help keep
velocities, but may entail longer access and service frequency in the range of two to five
departure times. BRT’s ability to provide lim- minutes throughout the day. The higher fre-
ited stop and express services is advantageous in quencies are particularly feasible in developing
terms of delivering reduced travel times. cities where customer flows are relatively large.
2.2.3.3 Service frequency 2.2.3.4 Reliability
Travel time is also greatly affected by the fre- Reliability is related to the level of confidence
quency of the provided transit service. Highly one has in the transit system’s ability to perform
frequent service will imply lower average wait as expected. The concept of reliability is related
times for customers. Service frequency also to the previous discussions of travel time and
affects the perception of the system’s reliability service frequency, but can also refer to other sys-
and car competitiveness. tem characteristics such as comfort and safety.
As noted earlier, metros and LRT systems are An unreliable service can create a high degree
often preferred in developed-nation cities due to of personal stress if a customer does not know
the reduced labour costs associated with a single when and/or if a vehicle is going to arrive at a
driver operating multiple vehicles. However, the station. Unreliable services ultimately lead to
other side of this equation is that larger capac- non-captive users seeking more robust travel
ity vehicles tend to result in lower frequency options, such as private vehicles.
of service, especially in North American cities Each type of transit system has different charac-
with relatively low passenger numbers. The teristics with regard to reliability. The frequency
lower frequency is due to the need to adequately of service breakdowns, the rate at which
fill transit vehicles in order to operate efficiently. disabled vehicles can be replaced, and the opera-
Table 12 gives peak and non-peak service tional responsiveness to changes in demand all
frequencies for some rail-based systems in the affect overall reliability. Metros, LRT, and BRT
United States. all have excellent records of reliability, par-
Table 12: Service frequency for rail-based ticularly when compared to more conventional
systems transit services. Segregated right-of-ways help to
Peak Non-peak better control service frequencies and headways
System frequency frequency between vehicles. Systems with complete grade
(minutes) (minutes) separation, such as underground metros, have a
Denver Light Rail 3-6 9 - 26 particular advantage in terms of avoiding un-
Miami MetroRail 6 10 - 60 foreseen incidents at mixed traffic intersections.
Portland MAX 5 - 13 13 - 33 The relative flexibility of BRT vehicles to
St. Louis MetroLink 10 10 - 30 operate inside and outside of the segregated
San Diego Trolley 9 - 15 15 - 30 infrastructure allows immediate adjustments to
breakdowns. Service can continue while repairs
While a frequency of five to ten minutes may or removal are taking place. The breakdown of
not seem long in relative terms, from the a metro or LRT vehicle is another matter. Until
perspective of the passenger, wait times can the disabled vehicle is cleared from the system,
have much longer perceived values. Customers there can be considerable disruption to service.
may perceive waiting time to actually be two Further, BRT vehicles can be removed utilising
to three times greater than the actual duration. standard tow vehicles. In the case of rail vehicles,
Thus, a wait of five to ten minutes may actu- more specialised removal equipment is required.
ally seem like as much as 30 minutes to the Another consideration is the impact of extreme
waiting passenger. Long waits can contribute weather considerations on the system. Systems
to increased passenger stress and overall dissat- that are completely underground are immune to
such affects, although a weather-related failure ence and operation of segregated transit vehicles
of the electricity supply can obviously have an and may be unprepared for the implications.
impact. Ice on rails and busways can act to slow Fully grade separated systems do incur other
or even halt services. types of risks that may affect safety. The higher
2.2.3.5 Comfort maximum speeds reached on underground and
elevated systems implies that in the event of
The level of comfort within a system depends
a mishap, there is a greater chance for serious
upon many design characteristics that are some-
injury and fatalities. Further, underground and
what independent of mass transit type. Station
elevated systems have added difficulty in evacu-
seating and protection from the elements are
ating customers during a system emergency.
dependent on system design. Of course, under-
ground systems have the advantage of a better 2.2.3.7 Customer service
natural barrier from outside weather conditions. Customer service features are equally possible
The interior design of the vehicles is again de- for both BRT and rail-based systems. Intelligent
pendent upon design specifications, and can be Transport Systems (ITS) that inform passengers
of equal quality for either rail or BRT services. of expected arrival times, clear maps and pay-
However, some types of trams may have a more ment instructions, and friendly and helpful staff
narrow width which may limit design options are not dependent on the type of transit system.
and in some cases create a more squeezed envi-
However, the higher capital costs associated
ronment for the customer.
with rail-based solutions imply that financial
Ride comfort is one potential area of difference pressures can reduce the ability to implement
between BRT vehicles and rail vehicles. Rail is customer amenities. The lower costs associated
typically credited with a smoother ride perform- with BRT may allow transit developers more
ance both during starts and stops as well as dur- financial manoeuvrability to include service
ing full operation. A smoother ride performance amenities that can be quite influential in af-
better permits value-added activities, such as fecting customer satisfaction and ultimately in
reading, for the customer. Low-floor BRT vehi- attracting ridership.
cles can be susceptible to surface imperfections
on the busway that will result in a “bumpier” 2.2.3.8 Integration
ride. High-floor vehicles with ramped entry As noted earlier, bus services tend to be the
service can better mitigate this issue through backbone of most developing-city transit sys-
dampening and improved suspension. With tems, even when a rail-based system is operating
this type of BRT vehicle set-up in cities such as on major corridors. The ability to transfer
Bogotá, Curitiba, and Quito, on-board activi- comfortably and easily between neighbourhood
ties such as reading are quite feasible. However, feeder services and trunk-line services is a major
in general, the ride smoothness of rail vehicles is determinant in attractiveness of the overall
superior to that of BRT vehicles. system. Poorly executed transfer services often
share some of the following characteristics:
2.2.3.6 Safety
Long physical distances separate the two
Segregated lanes for rail and BRT vehicles help
services involved in a transfer; for example,
to reduce the potential for accidents, and thus
customers may have to cross a street to make
make such mass transit options relatively safer
the transfer;
over more standard services. Grade separated
services, such as underground metros, particu- Transfer is conducted in an area unprotected
larly benefit from avoiding such conflicts. Both from extreme weather conditions;
BRT and LRT systems face potential risks Transfers are poorly timed so that long wait-
when crossing intersections. The opening of the ing periods are required; and,
Houston (USA) LRT system has been met with Customers must effectively pay twice for
a higher than expected accident rate between transferring between lines.
private vehicles and LRT vehicles. Private vehi- Transfers with such characteristics do little to
cle owners are often unaccustomed to the pres- foster customer good will. Conversely, a fare-
free transfer conducted in a pleasant, safe, and Second, some BRT systems are able to cleverly
controlled environment with a brief wait will eliminate the distinction between feeder and
minimise the undesirability of transferring. trunk-line services. In cities such as Porto
While it is possible for either BRT or rail-based Alegre (Brazil), transit vehicles from multiple
transit to achieve effective transfers, the nature routes utilise the same trunk-line corridor, but
of BRT may make such transfers more feasible. these vehicles then leave the busway to directly
First, there is less economic discontinuity be- serve different feeder areas. In this arrangement,
tween feeder bus services and an exclusive bus- virtually all customers receive a direct trip into
way. Both systems are based on bus vehicles and the city centre.
operate within relatively similar cost structures.
Operating rail-based systems into lower-density
In developing cities, both feeder services and
neighbourhoods is not economically viable.
busway services typically operate without subsi-
Thus, it is typical for LRT and metro systems to
dies. Thus, finding a business model that allows
require integration with standard bus services
smooth integration and shared infrastructure
between feeder and trunk-line services is more in order to connect at the neighbourhood level.
easily facilitated. By contrast, LRT and metro Allport (2000, p. S-6) notes that:
systems operate with significantly different cost “Integration with the bus system is
structures. Since these rail-based systems typi- particularly necessary to metro viability,
cally require subsidised operation, developing an and often difficult to achieve.”
integrated business model is more complex. The integration difficulty arises from the differ-
ent cost structures, managerial and administra-
tive requirements, and physical discontinuities
between systems at different grades (surface and
underground). Few examples of seamless travel
between bus and rail systems are found, al-
though systems in Hong Kong, Miami, and Sao
Paulo have achieved some success in this area.
Accommodating other types of feeder services is
equally important. Arriving at the transit sta-
tion by taxi, by bicycle, or by walking, should
also be considered in the system’s design. De-
signing for these modes is relatively independent
of transit type. However, in some cases, under-
ground systems may be able to provide more
space for bicycle parking than median LRT and
BRT systems. Typically, in all cases, terminal
areas should provide sufficient space to include
bicycle facilities. Permitting bicycles on-board
the vehicle is a significant advantage for the cus-
tomer who can then use the bicycle to arrive at
Fig. 25 and 26 the final destination. In narrow transit vehicles,
Rail-based systems such as some tram systems, the ability to enter
do not always offer with a bicycle may not be physically feasible.
superior aesthetic
qualities. The systems 2.2.3.9 Image / status
in Cairo, Egypt (photo
above) and Bucharest, The perceived image and status of the transit
Romania (right photo) system is a major determinant in attracting
show problems of ridership, particularly from non-captive transit
neglect and vandalism. users who have other alternatives. The best
Photo above by Karl Fjellstrom
Right photo by Lloyd Wright designed transit system in the world becomes
helped to make a dramatic new impression for values as well as shop sales levels. However, the
the service. Modern vehicles that cover their research to date relating transit to property
wheels and emulate the rounded shape of LRT values and sales is still of a limited nature.
vehicles also help to create a new image. During a three-month period after the con-
To date, the success of BRT systems in cities struction of the Brisbane (Australia) busway,
such as Bogotá, Curitiba, and Quito has dis- land values along the corridor increased by 20
pelled much of the image concerns. It has been per cent (Hazel and Parry, 2003). Apartment
noted that users in Bogotá do not say that they rental values in Bogotá have shown to increase
are “going to use the bus” but rather that they by 6.8 per cent to 9.3 per cent for every five
are “going to use TransMilenio.” The marketing minutes closer the location is to a TransMilenio
of the system name and the quality of the service BRT station (Rodriquez and Targa, 2004).
has been effective in creating a metro-like image. Likewise, research from the San Francisco-Bay
Area metro system (BART) indicates a US$
Nevertheless, in developed cities of North
1,578 premium for every 0.03 km closer a home
America and Western Europe, the perception
is to a BART station. Similarly, results from
of BRT versus rail-based transit is still a major
the Washington Metro system show a 2.4% to
decision-making consideration.
2.6% premium in apartment rental prices for
2.2.4 Impacts every 0.16 km closer to a station. Evidence also
exists for the same effect with LRT systems. For
The characteristics of different transit technolo-
example, one study indicates a 2 to 6 per cent
gies can result in different impacts as measured
premium on home selling prices for properties
by urban, economic, environmental, and social
near the San Diego Trolley system.
indicators. Since public transport is often used
as a policy measure to achieve a variety of social It should be noted that there also exists studies
goals, an analysis of each system’s impact is a that do not show property value increases from
legitimate part of the technology evaluation. transit development. Thus, the quality and local
context of the development plays a key role in
2.2.4.1 Economic impacts determining the level of benefit. Some authors
Economic impacts can include the transit sys- have also asserted that the local development
tem’s ability to foment economic growth, stimu- benefit from BRT may be less than that from
rail options. This assertion is based upon the are supporting employment and technology
idea that BRT may be perceived as less perma- development in wealthier nations.
nent than rail infrastructure. The perception
2.2.4.2 Environmental impacts
of permanence is quite important to property
developers who would be at risk if a transit All transit options produce environmental
project was later removed. To date, there is no impacts when displacing journeys that would
actual data indicating that BRT is perceived as be otherwise taken by individual motorised
being less permanent. As noted above, the re- transport. Thus, the amount of expected rider-
sults from Brisbane and Bogotá indicate that like ship and the number of persons switching from
rail transit, BRT can produce development gains. private vehicles to public transit is a significant
determinant in calculating environmental
Employment generation is another economic benefits. The ability of mass transit systems
measure of a project’s impact. Transit projects to encourage private vehicle users to switch to
generate employment through the planning transit depends on many factors, most notably
and construction phase, equipment provision cost and service performance. The convenience
(e.g., vehicles), and operation. In developing of private vehicle use gives a difficult competi-
cities, employment creation tends to be a fairly tive environment for transit. However, research
important factor. Projects that ultimately reduce in Bogotá indicates that approximately 10 per
employment levels, in comparison to previous cent of former vehicle users have now switched
transport services, are more politically difficult to the TransMilenio BRT system (Steer Davies
to pursue. By contrast, in the developed city Gleave, 2003).
context, labour costs represent a much larger The type of fuel utilised with the transit vehicles
component of operating costs, and thus are typi- also contributes to the overall environmental
cally a target for reduction to the extent possible. impacts. LRT and metro vehicles almost always
BRT construction can provide a high level of electrified. Trolley buses, as utilised on the
employment per input of investment. Metro Quito BRT system, are also propelled by elec-
construction also provides employment but tric motors. Electricity produces no local emis-
much of the project expenditures go towards sions, but do contribute to regional and global
the expensive machinery required for the tun- emissions through the process of generation.
nelling activities. In Bogotá, the first phase Thus, electrified transit systems can be quite
of TransMilenio produced 4,000 direct jobs instrumental in improving ambient air quality
during construction. The operation of the first at the local level.
40 kilometres of the system also provides 2,000 The degree of environmental impact from
persons with long-term employment. electricity generation depends upon the fuel
BRT can also be instrumental in attracting source. Renewable sources such as biomass,
local investment from equipment providers hydro, solar, and wind are relatively clean, but
such as vehicle manufacturers. Unlike rail-car these sources typically only constitute a small
production, bus fabrication can be economically percentage of total electric generation. Natural
scaled at the local level. Major international gas is also a relatively clean energy source but
bus manufactures have established production the combustion process does produce emissions
facilities in BRT cities such as Curitiba, Sao such as nitrogen oxides and carbon dioxide.
Paulo, Pereira (Colombia), and Bogotá. The Nuclear energy is not typically utilised in de-
economies of scale with rail vehicle production veloping nations, but in any case, carries with it
imply that it is difficult to transfer fabrication other types of serious waste issues. Finally, coal
from headquarter plants in countries such as remains a major energy source for electricity
Canada, France, and Japan. The importation of generation, particularly in developing nations
vehicles carries with it particular costs and risks, such as China, India, and Indonesia. Coal
such as import duties and long-term currency combustion produces significant quantities of
fluctuations. Additionally, the importation of nitrogen oxides and sulphur oxide, which are
rail vehicles tends to create an awkward situ- precursors to acid rain, as well as significant
ation where tax funds in low-income nations emissions of greenhouse gases. If coal is a major
constituent of the electricity supply, total emis- within a city. Thus, this factor is related to pre-
sions from electrified transit can easily exceed vious discussions on affordability and employ-
the emissions of vehicles powered by natural gas ment creation, as well as social changes due to
and clean diesel technology. the new urban environment. Social impacts can
As noted above, BRT vehicles can be propelled also refer to changes in the safety and sociability
by electricity, but more commonly utilise of the streets.
natural gas or clean diesel fuels. The amount of Public transit’s potential social impacts can thus
emissions from natural gas or clean diesel vehi- include:
cles depends upon many factors including local Affordability of fares, especially for low-in-
geographic and topological features, fuel quality, come groups;
and driving behaviour. BRT systems, even in Creation of a social environment encouraging
developing nations, require fairly stringent personal interactions;
emission levels, and typically are a dramatic Attractive to all income segments of society
improvement over the previous standard bus and thus offering a meeting point of all in-
services. For example, the Bogotá and Quito come groups;
systems require Euro II emissions compliance,
Reduction in crime and insecurity in both
and are mandating a schedule to eventually
the transit system and its surrounding envi-
move to Euro III levels. Nevertheless, natural
ronment.
gas vehicles and clean diesel vehicles do emit
nitrogen oxides, carbon monoxide, particulate The lower unsubsidised fare levels of BRT in de-
matter, and sulphur oxides at the local level. veloping cities can help make the transit system
Additionally, these vehicles also contribute to accessible to a wider social audience. Of course,
greenhouse gas emissions. with subsidisation, fares on LRT and metro
systems can likewise be made affordable to the
Mass transit vehicles of all types also reduce
majority of the population. The metro systems
emissions through smoother operations. With
in Mexico City and Delhi, for example, employ
fewer station stops and fewer conflicts with
significant fare subsidies in order to ensure
mixed traffic vehicles, mass transit in dedicated
accessibility. However, this subsidy implies that
corridors is less prone to operational inefficiencies.
public funds must be taken away from other
Besides air emissions, public transit is also a con- potential public services.
tributing factor to the overall level of ambient
Transit systems can also provide one of the
noise in a city. Since one transit vehicle is equal
few places in a city where all social groups are
to 100 or more individual vehicles, the reduction
able to meet and interact. An affordable and
in noise, like the reduction in air emissions, can
high-quality system can attract customers from
be considerable if ridership is increased. Thus,
low-income, middle-income, and high-income
public transit in general contributes to lower
sectors. This role as a common public good can
decibel levels in a city. Electrified systems, such
be quite healthy in creating understanding and
as LRT, metros, and electric trolleys, are particu-
easing tensions between social groups.
larly quiet while in operation. However, rail and
trolley systems can also produce excessive noise, The regeneration of an urban area due to public
especially during braking. The noise generated transit improvements can have multiple social
from braking can be particularly amplified benefits. As noted, the upliftment of an area
inside tunnels, such as with metro systems. creates employment and economic growth. Ad-
Noise from the BART metro system in the San ditionally, evidence suggests that public transit
Francisco Bay area regularly exceeds 100 deci- improvements can also reduce crime. There is
bels. The maximum standard for BRT systems no evidence to suggest that BRT or rail-based
such as Bogotá is 90 decibels. systems hold an advantage over one another
with regard to crime reduction. In general, the
2.2.4.3 Social impacts more professional the transit environment, the
Social impacts refer to the ability of a new less likelihood there is of crime. Further, higher
transit system to help create more social equity levels of surveillance also can act as a deterrent.
Security cameras and emergency all buttons are development linkage is so pronounced that
utilised in both BRT and rail-based systems. one can see exactly where the give busways are
However, the longer train sets used in rail-based located even when flying over the city in a jet
systems will tend to create greater separation airplane, due to the density of commercial and
between the driver and most passengers. Also, residential buildings. In turn, this density helps
the driver of a rail system is generally separated the municipality in several ways. First, more
from the passengers by an enclosed wall. By development near the BRT stations means that
contrast, the open nature of a bus allows greater more people will be to access and utilise the
awareness by the driver of any security problems system. Second, the higher urban density also
arising in the vehicle. implies that municipal costs associated with
electricity and water connections are reduced.
2.2.4.4 Urban impacts
Connecting municipal services to more subur-
Transit and transport systems have a major ban locations can be several times more costly.
impact on the shape and quality of urban life.
In comparison to individual motorised trans-
A new transit system will wield a considerable
port, public transit consumes far less of the
influence over the physical form of a city. This
public domain. Figures 28 and 29 illustrate the
impact occurs both directly through the transit
difference in space requirements between 60
infrastructure as well as indirectly through the
private vehicles and 60 public transit customers.
development that occurs around the transit
corridor as a result. In the long term the system As surface modes, BRT and LRT require use
will even influence where people decide to live. of public road space. With its fixed guideways
LRT typically requires less road width than
The Curitiba BRT system has helped to focus
BRT. This space savings is especially true of
considerable development along the busway
the smaller tram vehicles. Metros, of course,
corridors. A planning ordinance that restricted consume the least amount of surface space with
high-rises to the corridors also helped to achieve only the entrance and exit points protruding
the transit-based development. The transit-
Fig. 28 and 29
Photos compare the
amount of space
required to move the
same number of persons
by private vehicles and
by public transport.
Photos courtesy of the City of
Muenster Planning Office.
into the public space. Elevated systems still view suggests that private vehicles can also gain
consume space due to the need for support col- from the loss of a lane. In many developing
umns. Typically, systems such as the Bangkok cities, public transit and mixed traffic share the
SkyTrain require one lane of surface space to same road space. Conflicts arise because public
provide this infrastructure. Additionally, side- transit and private vehicles have very different
walk space is typically also taken near stations mobility patterns. Transit vehicles, especially
in order to provide stairways and other access informal mini-bus operations, will stop on a
means to reach the elevated platforms. fairly random basis. Private vehicles, though,
The conversion of traffic lanes to public transit tend to travel directly between destinations.
lanes can become highly politicised with argu- Thus, the random nature of the transit vehicles
ments both in favour and against the exclusive will negatively impact the free flow preferences
lanes. Given the higher number of passenger- of the private vehicles. The separation of public
trips served in a more space efficient manner, it transit from private vehicles can thus lead to
can be argued that public transit deserves a pri- greater order and flow rates for all vehicles.
oritisation. Nevertheless, automobile users will The use of exclusive lanes by BRT and LRT also
likely complain that the exclusive transit lanes may result in an overall reduction in private
will create congestion. However, an alternative vehicle use. The concept of “induced traffic” has
Table 13: The myths of BRT
Myth Reality
BRT cannot compete with the Bogotá’s TransMilenio system moves 36,000 passengers
capacity of rail systems per hour per direction while BRT corridors in Sao Paulo can
also provide capacities over 30,000 passengers per hour per
direction. Such capacity numbers are in fact larger than many
rail-based systems including all LRT systems and many metro
systems, such as systems in cities like London, Santiago, and
Bangkok.
BRT is only appropriate for small Bogotá is a megacity of 7 million inhabitants with a population
cities with low population densities. density of 230 inhabitants per hectare. In comparison, the
population densities of selected Asian cities with rail-based
systems are: Manila, 198 inhabitants per hectare; Bangkok,
149 inhabitants per hectare; Kuala Lumpur, 58.7 inhabitants per
hectare (Newman and Kenworthy, 1999).
BRT requires a great deal of road Design solutions exist for virtually every road space
space and cannot be built in narrow circumstance. Quito runs a BRT system through three metre
roadways wide streets in its historical centre. It should not be forgotten
that even rail takes space; the support pillars for the Bangkok
SkyTrain in fact takes away a lane of traffic.
BRT cannot compete with rail options A US GAO study found that a comparison of BRT and LRT
in terms of speed and travel time systems actually showed that BRT systems produced faster
average speeds (US GAO, 2001).
BRT uses vehicles with rubber tyres It is doubtful that anyone in Bogotá, Curitiba, or Quito feels
which is an inferior technology; that they have an “inferior technology”. The appearance of BRT
customers will never accept BRT stations, terminals and vehicles can all be made to appear as
sophisticated and inviting as any rail option.
BRT cannot deliver the transit- One only needs to see the rows and rows of high-rise
oriented development and land use development that has occurred along Curitiba’s BRT corridors
advantages of rail to realise that BRT can lead to as much or more urban
regeneration as rail.
BRT is fine as a feeder service, but it Yes, BRT can work economically as a feeder service or system
cannot serve main corridors extension service, and it can do so without requiring subsidies
or prohibitively expensive fares. But the Latin American BRT
systems have also proven that it functions perfectly well in high-
density mainline corridors.
I. Project preparation
Stage I: Preparation Stage II: Analysis Stage III: Communications
• Political vision • Background analysis • Public participation
• Legal basis • Stakeholder analysis • Existing operators
• Project team / structure • Data collection • Marketing plan
• Work plan and timeline • Modeling • Public education plan
• Planning budget
II. Design
Stage IV: Operations Stage V: Business structure Stage VI: Infrastructure
• Corridor identification • Business structure • Conceptual study vs.
• Feeder services • Institutional structure detailed study
• Service options • Incentives for competition • Busways, stations,
• Passenger capacity • Operational cost analysis terminals, depots, control
• Contingency planning • Tariff options centre, integration
• Customer service plan • Utilities, landscaping
III. Impacts
Stage IX: Impact analyses
• Traffic impacts
• Economic impacts
• Environmental impacts
• Social impacts
• Impacts on urban form
ably completed in a period of 12 to 18 months. system size, costs, business structure, and fea-
An overview of the entire BRT planning process tures. Some of the initial estimates that may be
is provided in Figure 30. determined within the overview study are:
Figure 30 identifies four major activities in the Estimated length of project’s first phase
realisation of a BRT plan: (trunk and feeder services);
1. Project preparation; Potential business and administrative struc-
2. Design; ture for system;
3. Impact analysis; and, Estimates of expected capital costs;
4. Implementation plan. Estimates of expected operating costs;
This guidebook will detail the content of each of Estimates of expected fare levels;
these planning activities. Understanding of potential financing sources;
The planning stages outlined in this guide are Level of cooperation expected from private
presented in roughly chronological order. How- sector operators;
ever, it should be noted that there is significant Listing of all major stakeholder groups, or-
interaction between the different stages, and that ganisations, and individuals;
many activities are actually undertaken simulta- Initial marketing concepts (system name,
neously. For instance, cost data from technology logo, etc.);
decisions will impact financial analyses and Design characteristics (potential fare collec-
routing decisions will impact busway design tion systems, security systems, station and
options. Additionally, it may be useful for a city terminal concepts, vehicle specifications, etc.).
to initially address each of the planning elements The issues raised in the overview study should
at a general level before proceeding with a more be seen as initial concepts and not immovable
detailed analysis. Further, many of the steps decisions that all must accept. Explaining
are inter-dependent with data from one area the preliminary nature of the findings can
(e.g., engineering design) affecting decisions in help dispel fears that all major decisions have
another areas (e.g., business structure). been finalised. These initial findings can actu-
Additionally, the project team may wish to con- ally help the participatory process by giving
duct an overview study of each planning stage stakeholder groups a tangible example to build
prior to engaging in detailed analyses. Thus, the upon. It is sometimes difficult to offer practi-
project team may elect to cover all the planning cal suggestions and comments without some
stages process over the course of a few months. initial focus to the project, especially with a
This analysis will not be in the detail ultimately topic as relatively new as BRT.
required, but it will provide an important broad
perspective on the final project.
The general idea of the overview study is to
develop a sufficient outline of the project to give
political officials, planning staff, and the public
a perspective on the project’s direction. An over-
view study will then allow the planning team
to move forward without having to wait for the
long amount of time to complete detailed engi-
neering drawings of road works. If the planning
team was to only proceed sequentially, then it is
possible a great deal of detailed work may have
to later be re-done when it is determined the
situation dictates a different approach.
An overview study can provide sufficient detail
to allow political and technical decision-makers
the ability to make big picture decisions on
many instances, the process to develop a BRT less than 30 minutes with no delays from
system can seem quite overwhelming at the congestion.”
outset. Seeing systems in practice and walking The announcement should be placed within an
through the development process can do much overall press and media strategy for the project.
to dispel uncertainties and fears. The press and media organisations should be
3.1.1.2 Statement of vision thoroughly briefed about the vision being put
forward. These organisations should also be given
Political leadership is probably the single most
a basic overview of BRT and its potential for
important factor in realising a successful BRT
the city. In some cases, press visits to cities with
project. Without such leadership, the project
existing BRT systems can help reinforce the posi-
will not likely have sufficient momentum to sur- tive attributes of the project. Graphical and even
vive the inevitable challenges from opposition video depictions of what the system will look like
groups and special interests. Further, without in the major corridors of the city can also help
leadership, it is significantly more difficult to the media and the public visualise the potential.
galvanise public opinion towards supporting a Section 3.3.2 provides more information on
new outlook on public transit. public outreach strategies and techniques.
An initial vision statement from the political
3.1.1.3 Relationship to master transport
leadership marks an important first step in mak- plan
ing the case for improved transit to the public.
The vision for the new transit system should also
This political announcement provides a broad-
be consistent with the vision and objectives set
based perspective on the general goals of the pro-
forth in any previous master transport plans.
posed system. This statement gives a direction
While BRT itself may not be explicitly noted
and mandate for the planning teams and will
in an existing master plan, stated objectives to
also be used to stimulate interest and acceptance improve public transport are most likely present.
of the concept with the general public. Drawing a connection between the new vision
The vision statement should not be overly de- and the master plan is worthwhile to ensure
tailed but rather describe the form, ambitions and overall integration of the new system with the
quality of the intended project. Thus, the state- existing direction of the city’s transport plan.
ment will set the agenda for the ensuing planning If improved public transport is not a stated
activity. Examples of the type of phrases that can objective within the master plan or if BRT will
form part of the vision statement include: somehow contradict existing objectives, then a
“Provide a high-quality, cost-effective public review of the master plan may be in order.
transit system that will ease congestion, re-
3.1.2 Legal basis
duce contamination, and ensure public confi-
In most cases, a statutory or legal mandate
dence in the city’s transit service;”
needs to be created prior to the project being
“Establish a fast, comfortable, economic, and officially recognised. This process then allows
car-competitive mass transit system that will public funds to be disbursed towards the
serve the mobility needs of all segments of planning process as well as permits planning
the city’s population, even current owners of staff to be employed on the project. The actual
private vehicles;” authorisation process will vary depending upon
“By developing a modern transit system for local, provincial, and national laws and regula-
the twenty-first century, the city will become tions. In some cases, city councils or provincial
increasing competitive, attract more invest- parliaments will need to give formal approvals
ment and tourism, and ultimately stimulate before project expenditures can be realised. In
the economy and job creation;” other cases, the mayor or governor may have
“Place over 80 per cent of the city’s population greater legal authority to approve project activi-
within 500 metres of a mass transit corridor;” ties independently.
“Provide a one-ticket service that will allow Of greatest importance is to maintain an
a person to travel to any point of the city in open and transparent process throughout. If
Fig. 32
Study tours to cities
like Bogotá, Curitiba,
and Quito can greatly
help build the technical
capacity of staff from
other cities.
Photo by Lloyd Wright
planning through to implementation. In all ensure the necessary buy-in to make the project
likelihood, such consultants have experienced a reality. Giving a voice and ownership role to
many of the problems that will be faced by these groups will ideally create a spirit of shared
the local team and thus can propose effective commitment that will drive the project towards
solutions. A local team working in conjunction implementation.
with experienced international professionals can
ideally result in a combination of world best 3.1.4 Project scope and timing
practice and local context. 3.1.4.1 Work plan and timeline
Of course, a city should not become over-de- Once a vision is set for the BRT system and an
pendent upon consultants. The local context is initial team is formed, a detailed work plan and
still best realised by local staff. The key deci- timeline on how to achieve the vision will be
sion-making points ultimately must be made necessary. By walking through each step of the
by local officials. Consultants are one of several process, municipal officials and the public will
resources that lead to knowledge sharing. Sec- have a better idea of the scope of the project and
tion 4 of this guidebook lists many of the texts the necessary activities to make it happen.
and web sites with information on BRT topics.
Invariably, cities underestimate the amount of
3.1.3.3 Project management structure time needed to complete a full BRT plan. A
Initially, the team will be involved in basic fact- BRT plan can be reasonably completed in 12 to
finding and analysis work, such as estimating 18 months, but can take longer in cases of very
both existing and projected transport demand. large and complicated cities. The actual dura-
However, as the project begins to coalesce tion of the planning process will depend greatly
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then a specific organisational structure may be other local conditions.
appropriate. Figure 33 gives an example of an
Completing the work plan and timeline will
organisational structure for a BRT development
help ensure that important elements such as
project. In this case, the mayor (or other lead-
public communication and education are not in-
ing political official) serves as the chairperson
advertently left out. Sharing the work plan and
overseeing the project. This type of direct
leadership involvement helps ensure that the timeline with politicians, press and the public
project remains a top priority throughout the will also help ensure that all parties have realis-
development process. tic expectations of progress with the project.
The organisational structure in Figure 33 also No matter how well one plans, though, unex-
shows a steering committee consisting of key pected events will also act to necessitate modi-
outside stakeholders such as non-governmental fications. Thus, the work plan and timeline
organisations, other government agencies, and should be revisited and revised from time to
private sector associations. Formal inclusion time during the planning process. Figure 34
of all key stakeholders in the process can help provides an example of a basic BRT timeline.
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hood that future administrations will forgo tionary approach implies that the city commits
implementation of the full system. The loss to a bold plan for an entirely new city-wide
of political will is always a risk when moving transport system. An evolutionary approach
from one political administration to the next. implies that the city begins developing its new
In many instances, the political instincts of the system slowly, by implementing relatively small
incoming administration are to jettison every- projects one by one. The revolutionary approach
thing proposed by the previous administration. depends upon a highly motivated and charis-
A phased approach also should not be an excuse matic political leader who can push through a
for an overly timid first phase. An extremely wider vision. The evolutionary approach is more
limited initial phase may not produce the neces- characteristic of municipal leaders with only a
sary results to justify further phases. BRT along moderate amount of political interest towards
just a single corridor may not attract sufficient public transport.
passenger numbers to become financially sus- Bogotá and Curitiba were successful with highly
tainable. If the financial model fails in the first charismatic leaders who developed a revolution-
phase, there may never be a second phase. A ary vision. The initial corridors of these systems
single corridor strategy depends on people work-
ing, shopping, and living on the same corridor. Figure 35: The impact of adding more corridors
This highly limited set of circumstances typically
means that a single corridor simply cannot
achieve sufficient customer flows. The limited
usefulness of a one-corridor system will also
dampen public support for the future system.
A second corridor in the initial plan does not
simply translate into a doubling of the possible
destinations. Rather the math of public transport
corridors tends to behave in an exponential man-
ner. The math of transport corridors means that
one plus one does not equal two but is instead
equal to four. This result is due to the added
a. Single trunk corridor b. Single trunk corridor
permutations of trips possible with each leg of without feeder services with feeder services
the corridor. Figure 35 illustrates the progression
of increasingly greater destination possibilities
that are achieved by adding each new corridor.
Clearly, scenarios (a) and (b) in Figure 35 pro-
vide the customer with relatively few destination
options. In these instances, many customers
will continue to use their existing transport
options, even if they spend some of their travel
time on the new transit system’s single corridor.
However, scenarios (c) and (d) begin to provide
a service that will compete quite well with other
modal options. In these scenarios, many cus-
tomers will be able to fulfil all their travel needs c. Two trunk corridors d. Three trunk corridors
within the new BRT system. If only scenarios with feeder services with feeder services
(a) or (b) are followed in the project’s first phase,
then there will be a high degree of risk regard-
ing the system’s future. Trunk corridor
Feeder line
c. Evolution versus revolution
Terminal
The issue here is whether to approach BRT by a
strategy of “revolution” or “evolution”. A revolu-
were built in just a few years, and these cor- salary increases or inflationary trends should
ridors were of sufficient size to achieve financial also be considered.
sustainability even at the outset. Both Bogotá Budgets should be made as realistic as possible.
and Curitiba have continued with an evolution- Overly-optimistic projections will ultimately be
ary expansion of additional corridors. Thus, compared unfavourably to actual results, which
even within a relatively revolutionary approach,
will be used by project opponents to undermine
there will likely be a continued evolutionary
the project’s image. Unfortunately, projecting
expansion of the system. The key to the success
budgets is never an exact science. Unexpected
of Bogotá and Curitiba, though, was the expan-
and unforeseen events will undoubtedly arise
sive vision and commitment put forward by its
which will create the need for budgetary ad-
political leaders.
justments. Thus, it is always wise to include a
By contrast, Jakarta (Indonesia) initiated its contingency amount that will help cover such
BRT project with a limited single corridor of unexpected costs. The contingency is often
just 12.9 kilometres. The limited nature of the represented as a percentage of the projected
Jakarta system was further exacerbated by the total (e.g., 10% of the projected budget).
lack of integrated feeder services. Unsurpris-
ingly, ridership on the initial corridor has been BRT planning costs have historically varied
under expectations. While expansion is still considerably, depending upon the scope and
expected to occur with a second route, the city complexity of the project, as well as the degree
is also moving ahead with a monorail project in to which in-house expertise is utilised in com-
other corridors. The limited success of the initial parison to consultants. To plan the extensive
BRT corridor has perhaps lessened the future TransMilenio system of Bogotá, a total of nearly
viability of BRT as a city-wide transit solution. US$ 3 million was spent in the planning proc-
Thus, a relatively weak initial vision coupled ess. By comparison, using principally in-house
with weak political will becomes a self-fulfilling professionals, the municipality of Quito spent
prophesy in which self-imposed limitations cre- only approximately US$ 500,000 to plan its
ate a ceiling as to the ultimate size and quality smaller system. In general, though, planning
of the system. costs will likely range from US$ 400,000 to
Based on the observed examples of BRT to date, US$ 5 million. It is hoped that this BRT Plan-
the scope and force of the initial vision will ning Guide will help cities plan a BRT system at
likely set the tone for the ultimate quality of the a lower cost and within a shorter time frame.
product. 3.1.5.2 Local funding sources
3.1.5 Planning budget and financing In comparison to other transport projects, such
as road networks and rail systems, the planning
3.1.5.1 Budgeting fundamentals
costs of BRT are typically much less. For this
The realistic scope and depth of the BRT plan- reason, the costs are often financed within
ning process is largely determined by the avail-
existing municipal or provincial revenues with-
able funding. However, the first step should be
out the need for alternative financing sources
to determine the required amount based upon
such as loans or bonds. This situation can even
the projected activities. An estimated budget
be true of low-income, developing cities. Local,
for the plan can be developed from the activi-
provincial, and national resources should all
ties outlined in the work plan. The budget will
be quite sufficient to readily complete the BRT
include staff salaries, consultant fees, travel and
planning process.
study tours, resource materials, telecommunica-
tions, and administrative support. Some of In some cases, the local private sector may
these costs may be covered by existing budgets actually take the lead in financing and conduct-
and overheads while other line items will need ing the BRT planning process. Private sector
newly dedicated funding. Since the planning bus associations sometimes find it in their own
horizon is likely to encompass 12 to 24 months interest to help encourage BRT development.
of time, any cost escalations such as projected Private sector interests have help to lead BRT ef-
forts in such cities as San Salvador (El Salvador) Programme (UNEP), and regional development
and Dhaka (Bangladesh). banks (e.g., African Development Bank, Asian
Development Bank, Inter-American Develop-
3.1.5.3 International funding sources
ment Bank). To date the GEF, with World
However, at the same time, several international Bank support, has approved three projects that
sources stand ready to assist cities interested include BRT related elements. These project
in BRT. The international resources often also sites are Santiago, Chile; Lima, Peru; and
bring the additional advantage of allowing Mexico City, Mexico.
greater access to consultants with international
The size of a GEF grant depends on the type of
BRT experience. The disadvantage of many
application and the nature of the project. GEF
international funding sources is the amount of
funding mechanisms include:
effort required in the application process and
the sometimes lengthy delay in receiving project 1. Small Grants Programme (funds of less than
acceptance. US$ 50,000);
2. Small and Medium Sized Enterprise Pro-
a. Multi-lateral organisations
gramme;
Multi-lateral organisations such as the World
3. Project Preparation and Development Facility
Bank, regional development banks, and agen-
(PDF);
cies of the United Nations may be able to pro-
• PDF Block A (up to US$ 25,000 for
vide grants to support planning activities and
project preparation);
initial demonstrations. Unlike loans, grant-type
• PDF Block B (up to US$ 350,000 for
funding mechanisms do not require repayment.
project preparation);
One such grant mechanism is the Global Envi-
• PDF Block C (up to US$ 1 million for
ronment Facility (GEF). The GEF was created
project preparation);
in 1991 to assist governments and international
4. Medium-Sized Projects (up to US$ 1 million
organisations in their goals of overcoming glo-
for project);
bal environmental threats. Thus, GEF funds are
utilised to address such issues as the degradation 5. Full-Sized Projects (large grants of sometimes
of international waters, biodiversity, global over US$ 10 million).
climate change, ozone depletion, and persistent The GEF transport projects in Chile, Peru and
organic pollutants (POPS). Through the global Mexico are full-sized projects. GEF resources
climate change programme and the GEF’s are unlikely to directly finance infrastructure,
Operational Programme number 11, transport but are useful in assisting with the planning
is an eligible sector for funding. BRT projects process. Additionally, GEF funding can also
qualify under article 11.10(a) of Operational be an effective means to attract complementary
Programme 11: “Modal shifts to more efficient financing from other sources.
and less polluting forms of public and freight Other international organisations may also
transport through measures such as traffic support BRT planning activities. For example,
management and avoidance and increased use the United Nations Development Programme
of cleaner fuels.” (UNDP) has played a role in developing BRT
To qualify for a GEF project, a municipality projects in Pereira (Colombia) and Cartagena
will need the support of its national GEF focal (Colombia) through technical assistance activities.
point, which is typically housed at either a b. Bi-lateral agencies
national ministry of the environment or a na- Additionally, bi-lateral agencies such the Ger-
tional ministry of foreign relations. Additionally, man Overseas Technical Cooperation Agency
the project will need one of the GEF’s imple- (GTZ), the Swedish International Development
menting agencies to champion and support the Agency (Sida), and the United States Agency for
project through the application process. Eligible International Development (USAID) may be
implementing agencies include the World Bank, approached to assist on the provision of support
the United Nations Development Programme and technical resources. GTZ has played a role
(UNDP), the United Nations Environment supporting BRT development in such cities
3.2 Planning Stage II: Analysis inhabitants will later assist in developing a
The demand for transit services will be one of realistic tariff schedule. Demographic figures
the principal determining factors in designing on population, population densities, and future
the system. Virtually all major decisions such as population projections will be key inputs into
the choosing the busway corridors, the size of the transportation modelling process. Trends in
the vehicles, the size of stations and terminals, environmental conditions will help determine
and the type of fare collection systems will the sorts of air quality and noise objectives that
emanate from the likely passenger demand. the BRT system can help to achieve. Quantify-
Transport modelling tools can be useful in ing the social equity levels throughout the
projecting future system demand, and thus help city may assist in recognising the districts that
in determining the system’s capacity needs over will most benefit from improved public transit
a longer time horizon. services. Finally, mapping out the various politi-
cal actors and the dates of upcoming elections
A starting point for this type of analysis is to
can help establish realistic project timeframes.
fully understand the current matrix of journeys
It is often difficult to gain political support for
taken in the city as well as the current supply of
BRT initiatives if elections are relatively soon.
transport services. This section outlines both a
However, if a political administration feels that
traditional transport modelling approach as well
there is sufficient time to demonstrate a tangible
as noting the minimum analytical requirements
for determining the projected demand. outcome, then the prospects for political com-
mitment tend to be greater.
The topics to be presented in Planning Stage II,
“Analysis”, are: The type of background information to be
collected can thus include:
3.2.1 Background and situational Population, population density
description Overall economic activity (Gross Regional
Product)
3.2.2 Stakeholder analysis
Economic activity by social groupings
3.2.3 Transport data collection Employment levels (unemployment and
3.2.4 Transportation demand modelling underemployment)
Environmental conditions
3.2.1 Background and situational Social equity levels
description Schedule of local, regional, and national
A city’s public transit system is intimately wo- elections.
ven into the existing demographic, economic,
3.2.2 Stakeholder analysis
environmental, social, and political conditions.
Understanding these conditions enables the The pre-planning period is also the time to
BRT planner to better align the prospective begin identifying key groups and organisations
public transit system with the local realities. that should be included in the planning and
Some of these data items will later be inputted development of improved transit services. Spe-
into transportation models to project future cific agencies, departments and political officials
needs. Other portions of this background infor- will all have varying opinions and interests with
mation will help the planner view the proposed regard to developing a new transit system. Non-
public transit system in its wider socio-eco- governmental and community-based organiza-
nomic context. tions will be important resources to draw upon
during later public participation processes. The
For instance, by understanding the major
employment areas of the city, one can better types of organisations to be sought during the
project the location and times of the day when stakeholder identification process include:
transit will be required. Further, the relative Existing transport operators, and operators’
economic purchasing power of the city’s and drivers’ associations (formal and
informal);
Customers (including current transit users, The accuracy and precision of the data collected
car owners, non-motorised transport users, depends in part on the funding that is available
student travel, low-income communities, for the analysis. Traffic counts and surveys en-
physically disabled, elderly); compassing large sample sizes will help provide
Municipal transit departments; an accurate basis but may prove to be too costly
Municipal environmental departments; for many developing cities. Fortunately, in many
Municipal urban development departments; cases, mode share and travel data have already
been collected to a certain degree. For example,
Traffic and transit police;
the Japanese International Co-operation Agency
Relevant national agencies; (JICA) has assisted many cities in defining
Non-governmental organisations; baseline travel demand information. In some
Community-based organisations. cases, this existing data can be updated to reflect
Agencies or civil society groups that are current conditions at a lower cost than starting a
excluded from the planning and develop- data collection process from its very beginning.
ment process may react in ways that will be This section discusses the following data collec-
detrimental to eventual implementation. Some tion topics:
groups may interpret their exclusion as evidence Minimum data collection requirements;
that the new transit project is counter to their
Current transport demand (traffic counts and
interests. Excluded agencies may also feel threat- surveys);
ened that their domain of responsibility and
Current transport supply;
influence is being eroded. In such instances, the
excluded organisations may oppose and even Survey of attitudes and elasticity of demand
obstruct the project development process. Land-use data.
The inclusion and active participation of all 3.2.3.1 Minimum data collection
interested parties is a simple way of avoiding requirements
much of the potential opposition to project Not all developing cities will be able to afford a
development. However, such participation full data collection process that results in iden-
should not be conducted in a token manner. If tifying origin-destination pairings to any degree
agencies or groups feel that their inputs are not of great detail. However, these cities will still
being considered seriously, then again the same need to quantify existing passenger volumes on
counter-productive reactions may occur. More major corridors. Thus, as a minimum, cities will
importantly, stakeholder groups can signifi- wish to conduct basic traffic counts on principal
cantly help to improve the quality of the project. transit corridors. The most important focus
Each stakeholder has a unique view on public of the traffic count will be the existing public
transit issues and holds the potential to contrib- transport passenger numbers. However, since
ute to an improved final product. This pre-plan- a percentage of passengers from other modal
ning activity is aimed at initially just identifying options (e.g., private autos, motorcycles, etc.)
all the relevant stakeholders. Section 3.3.1 of will likely switch to the new BRT system, basic
this guidebook includes suggestions on how to counts of these vehicles and passengers should
conduct an effective participatory process. also be undertaken.
3.2.3 Transportation data collection The number of persons boarding and alight-
A solid understanding of existing transport ing at major points along the corridors should
choices will help serve to define the present also be documented. The numbers will help in
and future requirements of a BRT system. The determining the size of stations and the result-
data collected on current transport supply and ing dwell times for transit vehicles at stations.
demand will serve as a major input into deter- This basic data collection process should also
mining the design characteristics of the system. include an inventory of all existing public trans-
This data may also be used within a transport port vehicles (e.g., standard buses, mini-buses,
software model to project various different vans, etc.). This inventory of transit supply can
scenarios. then be correlated with the corridor passenger
Fig. 36
Plotting the trip origins
and trip destinations
is a basic step in
determining the best
BRT corridors, the
passenger capacity
requirements, and
the other operational
aspects of the proposed
systems.
Illustration courtesy of TransMilenio SA
Figure 37: Representation of study area for analysis bicycle trips and walking trips) and all house-
����������������������
hold members (even children) in the survey.
�����������������������
����������
A more detailed type of household survey is
known as a travel diary. In this type of survey,
sampled subjects carry a diary with them for a
������������������
set period of time (e.g., one week) and record all
����������������� trips. The travel diary provides a level of detail
��������������������� that can be missed in a simple one-off interview
�������������������� session. However, since a travel diary survey
�������������
requires at least two visits to the household
(before and after), it will be more costly than
�������� simple interview sessions.
�������������
��������������� b. Study area
������������������������������������������������ Intercept surveys and traffic counts are physi-
cal counts conducted on selected points in the
Personal and household characteristics and
transport network. As noted earlier, these
identification (number of household mem- physical counts can be integrated with the
bers, sex, age, number of motorised vehicles, survey data in order to provide a greater degree
number of persons holding a driving license, certainty in the overall results. The scope of the
educational levels, and occupations); intercepts and traffic counts depend upon the
Trip data (origin and destination of each trip, design of the study area. Figure 37 is a standard
multi-stage trips, purpose of trip, mode uti- graphical representation of a study area. As
lised, time of travel including start and end noted in the figure, screen lines and cordon
times, and amount spent on travel). points typically capture four types of trips:
The format and design of the survey can Trips with origins and destinations outside
affect the ultimate accuracy of the data col- the study area;
lected. Whether the survey is performed as Non-residents moving in, out and around the
self-completion or as an interview (or mixed) study area;
can determine the reliability of the information. Residents moving within the study area;
Misinterpretation of questions can be a signifi- Residents moving in and out of the study
cant source of error. For this reason, the ques- area.
tions should be simple and direct. The number c. Zoning systems
of open questions should be kept to a minimum.
The data collected is typically assigned a par-
It is also vital to include all modes (including
ticular location or “zone” within the city. The
Table 14: Typical zone numbers for studies development of zones allows the aggregation of
Number data from households with similar travel and
Location Population Comments
of zones socio-economic characteristics. This aggregation
London (1972) 7.2 million 2,252 Fine level subzones becomes important in making the data useable
~1,000 Normal zones at GLTS within standard transportation models.
~230 GLTS districts
52 Traffic boroughs
The size of the zones and the number of zones
is again a trade-off between accuracy and cost.
Montreal Island (1980) 2.0 million 1,260 Fine zones
Further, the size and number of zones depends
Ottawa (1978) 0.5 million ~120 Normal zones
in part on how the data is to be utilised. For
Santiago (1986) 4.5 million ~260 Zones, strategic study large-scale strategic studies, fewer zones are
Washington (1973) 2.5 million 1,075 Normal zones required. For detailed traffic management stud-
134 District level ies, though, a finer definition of the zones will
Bogotá (2000) 6.1 million 637 Normal zones likely be necessary. Table 14 lists the number of
Marseille (2001) 1.5 million 562 Normal zones zones that have been developed for various cities.
Source: Ortúzar and Willumsen, 2002 Note that cities such as London have multiple
levels of zones that permit both coarse- and Figure 38: Variation of demand during week
fine-level analyses.
It is recommended that zone boundaries are
consistent with census and other administra-
tive zones that already exist in the city. This
compatibility will facilitate the overlaying of
different data types. Once the data is entered
into a model, the zone is actually represented by
a “zone centroid”, which is a singular point that
is used to signify the average characteristics of
the particular zone.
d. Study period
The travel surveys should be conducted over the
widest possible time period in order to fully cap-
ture daily, weekly, and even seasonal variations.
The difference in travel demands during the
peak and non-peak periods will be important
in terms of determining the optimum number
vehicles required for the mass transit system as Source: TransMilenio SA; Bogotá, Colombia
well as the sizing of stations. Again, the desire
to capture a full set of data points must be offset This type of demand data will later serve as the
by the cost of the study. basis for determining the operational charac-
teristics of transit service along each corridor.
Typically, demand profiles during weekdays are
Section 3.4 (Operations) of this document
quite different than during weekends. Further, relates the modelling results to the operational
even days during the work week can vary. For design of the system.
example, schools may release students at differ-
e. Types of errors
ent times during the week. Likewise, employers
may permit flexibility on departure times for Due to the nature of the data collection and
employees during a particular day such as modelling process, errors will always be present
Fridays. These sorts of nuances in demand flows to a certain degree. The very fact that it is a
are highly dependent on local customs and Figure 39: Hourly demand profile
circumstances. Figure 38 gives a day-by-day
demand profile from Bogotá.
One of the most significant factors in designing
a transit service is the relative demand profiles
for peak and non-peak hours. Peak travel times
typically occur during 1 to 2 hour periods in
the morning and late afternoon when people
are commuting between their homes and their
employment. Accommodating peak capacities
while simultaneously maintaining cost-effec-
tive operations during non-peak times can be
a planning challenge. The system will need
to be sufficiently sized in terms of vehicle and
lane capacities to handle the peak periods but
sufficiently nimble to still operate within cost
restraints during non-peak periods. Figure 39
gives an hourly demand profile from Bogotá. Source: TransMilenio SA; Bogotá, Colombia
sample being analysed rather than an entire be that represented in Table 15 (Bruton, 1985),
population means that the data is not 100 per the reality of what is possible is often quite differ-
cent representative. However, a well-designed ent. The number of trips undertaken in each zone
data collection process can help minimise the is also a determinant that can dictate sample sizes.
errors involved. Further, awareness of the differ- However, quite often a realistic compromise can
ent types of errors can help project designers to be found in which the goals of the study are
maintain a healthy perspective on the process. achieved at reasonable sampling levels.
There are at least two types of errors that are
g. Survey correction and validation
commonly experienced during data collection:
As data is collected and compiled, in some
1. Measurement errors
circumstances, it may be necessary to undertake
These errors arise from misunderstandings
corrective actions. These corrections become
and misperceptions between the questions
necessary if key sub-groupings, such as by house-
asked and the responses of the sampled
hold size or socio-economic, are not represented
subjects. Misinterpretation by the inter-
in the appropriate proportion. Corrections may
viewer can result in the incorrect listing
also become necessary if certain questions have a
of a response. Further, there will also be a
high percentage of non-responses. In such cases,
degree of bias in which respondents answer
questions in a manner that represents a de- an expansion of the original sample size can help
sired state rather than reality. to correct the deficiencies in the collected data.
Size and capacity of road network; designs necessarily leads to an optimal result in
Inventory of parking facilities; terms of customer service or economic efficiency.
Identification of public transport networks; The number and average age of the public
Quality and coverage of pedestrian infra- transit vehicles also provides vital information
structure; that will have ramifications on the economic
Quality and length of bicycle infrastructure; and environmental impacts of a transformation
in services. The existing fleets in many develop-
Number of public transport companies
ing cities have average ages over 15 years. Any
(including private operators);
modernisation programme must consider how
Number and age of public transport vehicles such vehicles are to be retired.
by type;
Finally, basic information on transit tariffs and
Costs of travel (both individual and mass the costs of other modal options (private auto-
transit modes); mobiles, motorcycles, taxis, etc.), service fre-
Schedules and frequency of public transport quency, and average velocities all help determine
services. the underlying competitive nature of existing
Typically, the road network will ultimately be travel options.
represented by a series of “links” and “nodes”
3.2.3.4 Historical trends
within the transportation model. The links are
Basic historical data on such information as
homogenous stretches of road between junc-
mode shares, travel times, and travel costs pro-
tions while the nodes represent the junctions.
vide key perspectives on trends that will affect
All roads do not need to be represented in the
the degree of difficulty in implementing a mass
analysis. Major arterials and key connector
transit solution. As noted previously in Table
roads may be sufficient for purposes of a mass
3, public transit ridership is falling relatively
transit study. The road network will become
rapidly in most parts of the world. At the same
important when evaluating the impact of the
time, private vehicle ownership is experiencing
new mass transit system upon private vehicle unprecedented increases in much of the devel-
traffic. However, some authors suggest that the oping world. In such a scenario of falling public
network should also include one additional level transit ridership and rapidly increasing private
of road hierarchy (e.g., secondary roads as well) vehicle ownership, the challenge of successfully
in order to account for aggregate errors. reversing the trend cannot be underestimated.
The current public transport network likewise Further, once the levels of private vehicle owner-
consists of links, representing corridors of serv- ship exceed a certain point, the political will to
ice, as well as nodes, representing stops where address public transit can be lost.
passengers can enter the system. One would The historical trends will also be fundamental
also denote nodes where connections are pos- to establishing a baseline by which the ef-
sible between corridor services. Data on any ad- fectiveness of the mass transit system can later
ditional fare costs associated with such transfers be measured against. The trends will help
would also be noted. Additionally, a distinction determine the impacts of the system in terms of
would be made between different public transit economic, environmental, and social indicators.
services (e.g. between rail and bus services). For instance, if public transit ridership is falling
Recording the number of companies with at a known rate prior to the implementation of
collective transit operations, including both the new system, a reversal of this trend can be a
privately- and publicly-owned entities, will strong endorsement of the project’s success.
provide insight into the viability of achiev- Unfortunately, time series data is often not
ing competitive balances within the industry. available, as historical records may simply not
Typically, public transit in developing cities has exist. However, for major indicators such as
gravitated towards one of two structural ex- mode share and/or vehicle ownership, some
tremes: 1.) A single, state-owned monopoly; or data points are likely to be evident. Alternatively,
2.) Hundreds (or more) of individually owned historical trends can also be gained from inter-
vehicles. Neither of these two predominate views that probe for past practices.
Figure 40: Representation of standard relatively achievable at a low cost. Even if full
transport model household surveys are not feasible, basic traf-
������
fic counts and transit operator interviews can
��������� ��������� provide a solid base of information. Plotting
��������
�������� ����
���� approximations of transit demand along the ma-
jor corridors and determining the major points
�������� of trip origins and destinations is likewise an
��������� ������
activity that can be estimated to some degree of
certainty.
��������������� To project future transport trends, assumptions
relating transport to expected economic growth
can provide basic expectations of the percentage
������������
of annual growth. The other significant set of
assumptions will relate to the amount of mode
����������� shifting to take place. If current informal opera-
tors are allowed to continue in conjunction with
the BRT system, what percentage of the rider-
���������� ship will remain with the existing operators?
If the new BRT system implies an increase in
fare levels, what percentage of public transport
���������� users will switch to lower-cost options such as
Source: Ortúzar and Willumsen, 2002 walking or cycling? What percentage of private
vehicle users (two-wheel and four-wheel private
complex urban landscape may require more vehicles) will switch to the BRT system? How
analytic effort than a city with relatively clear will each of the shifts change over the course of
and consistent transport patterns. the life of the BRT project?
This section will discuss the following topics In Bogotá, an estimated 10 percent of private
related to BRT modelling: vehicle users switched to the BRT system dur-
Minimum requirements for BRT modelling; ing the first phase of the project (Steer Davies
Inputting of existing transportation data and Gleave, 2003). Most public transport users
future projections; moved to BRT since many directly competing
Scenario building (trip generation, trip distri- routes by existing operators were eliminated.
bution, mode share, assignment); However, the slightly lower price of existing
Modelling software. operators has meant that a number of custom-
ers have continued using these services in cases
3.2.4.1 Minimum requirements of where they still operate. Further, the simulta-
transportation modelling neous development of high-quality cycle ways
The modelling process outlined in this section in Bogotá has meant that cycling’s mode share
may prove to be unrealistically lengthy and has increased from 0.4 percent of all trips to
costly for some developing cities. However, over 4 percent.
even cities with limited resources can gather This minimal type of analysis can be achieved
basic informational inputs and conduct a use- within a reasonable timeframe with modest
ful analysis. The modelling activity is the basis resources. While such analysis does not provide
for much of the subsequent design decisions in the same degree of certainty as a full modelling
the BRT system. Thus, an investment in time process, it does provide a minimum degree of
and financial resources, even at relatively low informed decision making. Thus, it is quite
levels, can markedly improve the quality of the worthwhile to make this effort. Proceeding
BRT project. directly to system design without a solid basis
As noted above, collecting basic data on the of transit demand will be far more costly in the
current public transport demand and supply is long term.
3.2.4.2 Detailed modelling for BRT distribution occurs in the form of a matrix
a. Trip generation formed by rows of origins and columns of
The data collected in the previous section will destinations (Table 16). The values in each of
serve as the key inputs into the modelling cells of Table 16 represent the number of person-
process. The first stage of the process consists of trips undertaken between the particular origin-
utilising demand models to define trip genera- destination pair.
tion characteristics. Specifically, the model Since models are used to project the impacts of
attempts to match the total number of origins future scenarios, one also must consider how
for a given area to specific destinations. Quite to represent expected changes in the number
often trips are categorised by classifications such of trips. For example, models can account for
as trip purpose, time of day, and person type. growth in trips by relating the number of trips
Trip purpose may include the following: to expected changes in such factors as popula-
Work tion, income, and accessibility. Many different
Education types of trip distribution modelling techniques
exist. One of the most common forms of trip
Shopping
distribution modelling is known as the “gravity
Social and recreational model”. The right modelling approach depends
Personal business on many factors, including desired level of
Accompanying others complexity and the cost of the analysis.
Other Ultimately, the trip distribution model will
Classification by time of day may differentiate need to be calibrated and validated for accuracy.
between morning peak, evening peak, and off- For example, the model will need to be able to
peak periods. Classification by person type typi- reasonably replicate the base year distributions
cally focuses upon personal characteristics such in order to show that it is relevant to the area
as income level, car ownership levels, household being studied.
size, and household structure. These personal c. Modal split
characteristics along with other factors such as
Perhaps the most important stage in the trans-
residential density play a role in determining the
port modelling process is the selection of mode
number of trips produced per household. The
choice for the different trips. Determining the
selected transport model will utilise these fac-
number of trips to be made by public transport,
tors to calculate an estimated number of trips.
non-motorised options, and private motorised
b. Trip distribution options will have a profound impact on future
The next stage of the modelling process municipal investments. The factors that affect
involves distributing the generated trips mode choice can be summarised into three
amongst different destinations. Typically, this groupings (Ortúzar and Willumsen, 2002):
1. Characteristics of the trip maker In evaluating the model, several iterations are
• Car availability and car ownership run in order to determine if the model results
• Possession of driving license converge to an equilibrium point. If several
• Household structure (young couple, couple iterations produce such a convergence, then the
with children, retired, singles, etc.) proposed solution is considered to be sufficiently
• Income robust. The lack of a convergence implies that
• Residential density changes in the model structure may be neces-
2. Characteristics of the journey sary before proceeding.
• Trip purpose (work, school, shopping, etc.) 3.2.4.3 Modelling software
• Time of day when the journey is taken
The development of transportation modelling
3. Characteristics of the transport facility software has greatly aided the process of trans-
Quantitative: port supply and demand projections. Software
• Relative travel time (in-vehicle, waiting and models today can greatly ease the modelling
walking times by each mode) process and increase accuracy and precision.
• Relative monetary costs (fares, fuel and di- However, with an array of software products on
rect costs) the market, the transport planner can be left
• Availability and cost of parking with an overwhelming set of options. Of course,
Qualitative: there is no one software solution that is inher-
• Comfort and convenience ently correct. A range of variables will guide
• Reliability and regularity the software selection process. These variables
• Protection, security include cost, familiarity of municipal staff and
The modal split model will typically include local consultants with a particular product,
these factors in assigning levels of usage be- degree of user friendliness sought, degree of
tween different modes. precision sought, and the overall objectives of
d. Assignment the modelling task. Table 17 lists a few of the
commonly used software packages that are on
The previous stages in the modelling process
the market today.
focussed primarily on the demand side of transit
services. The “assignment” stage is where the Table 17: Modelling software packages
supply of transit services are matched with these Software name Vendor
demand conditions. Within a BRT system, the EMME / 2 INRO Consultants Inc.
assignment stage also helps to identify usage
CUBE Citilabs
levels amongst different routing and service
QRS II AJH Associates
options. For instance, it is quite useful in plan-
ning terms to know the number of passengers TMODEL TModel Corporation
who will be utilising express routes versus local TransCAD Caliper Corporation
routes. Equilibrium conditions within assign- VISUM ITC
ment are achieved when each passenger has SATURN Atkins-ITS
been assigned the most efficient routing based TRIPS Citilabs
upon inputs factors such as monetary costs and
time of travel.
e. Evaluation
The previous modelling stages have combined
supply and demand factors to develop an overall
simulation of a city’s transit services. The final
stage of the process is to evaluate the robustness
of the particular solution being proposed by
the model. Hopefully, the model will produce
equilibrium conditions that lead to a single
identifiable solution for the given input factors.
62
Bus Rapid Transit Planning Guide
public esteem. Further, intellectual property service in the market. Since the word “bus” can
rights should be closely guarded. However, the sometimes have a negative connotation, the use
borrowing of the TransMilenio image by others of other terms such as “metro” or “rapid transit”
is in many respects a compliment to the system’s will instil the preferred sort of image with the
high quality. The image would not be expropri- customer. For example, the developers of the
ated in this manner if it was not highly valued proposed BRT system in Barranquilla (Colom- Fig. 45
by the public. bia) have chosen the name “TransMetro”, which The word “Metro” is
being increasingly
An effective marketing plan begins with the helps to invoke an image of modernity, quality, incorporated into BRT
identification and segmentation of potential and sophistication (Figure 45). Likewise, the system names.
user groups. The use of focal groups is a stand- new system in Guayaquil (Ecuador) is known as Image courtesy of the Municipality of
Barranquilla (Colombia)
ard market research technique to gain insights “Metrovía”.
into customer impressions. By understanding The colours utilised within the logo and the
the needs and constraints of each market seg- physical system should also be carefully con-
ment, tailored marketing strategies can then be sidered. Colours can both influence public
designed and employed. receptiveness to the system as well as reinforce
3.3.3.1 System logo the system’s meaning to the city. For example,
Bogotá chose red as the colour for both the
The name and logo of the system is another key
starting point to impart the sense of a new type buses and the logo. The idea was to equate the
of transit service. Creating the right marketing TransMilenio system to the life-blood of the
identity helps create the right image in the city with the BRT corridors representing the
customer’s mind. Cities that have successfully life-giving arteries. Other cities select colours
implemented BRT have developed marketing that relate to a local flag or other identifiable
identities that set their product apart and excite attribute of the local environment.
the public’s imagination (Figure 44). In many Creating a public recognition of the system can
instances, avoiding the term “bus” can be part also be bolstered by a slogan or tag line that
of a strategic plan to re-position the new transit accompanies the name and logo. The message
the city centre. Public outreach workers such as future uncertainty that can act as a barrier to Fig. 49 and 50
those utilised in Honolulu and Bogotá (Figures ridership. Further, the demonstration also is A public education
49 and 50) are a very personal and thus effective one of the best means for achieving public campaign is often best
conducted directly in
means of reaching consumers. In each case, the excitement over the possibilities of a new system. the neighbourhoods
system developers do not merely assume that “if Citizens can actually see and feel how the new near the new BRT
one builds it, the customers will come.” system will change their city and their lives. corridors. Direct
outreach workers
Generating excitement over the look and utility are a cost-effective
of the new public transit system can help to mechanism for
ensure that the project is fully implemented. A informing the public.
high level of public support will make it more Photo on left courtesy of the Honolulu
Department of Transportation
difficult for small groups of special interests to Photo on right courtesy of the Human
City Foundation
undermine the project. Further, the degree of
public support can also bolster political officials Fig. 51 and 52
who may otherwise be swayed by detractors. Lima (Perú) held a
system demonstration
Public education campaigns can also prepare in a central park.
citizens for how the new system will function. The demonstration
Public transit users may be unaccustomed to featured both a station
the proposed siting of routes, the functioning of and a transit vehicle,
feeder services, and the operation of fare collec- which helped citizens
understand the system
tion systems. Communicating how the system prior to its construction.
will function can be accomplished using similar Photos courtesy of the Human City
Foundation.
techniques as developed for the overall market-
ing campaign. Outreach programmes through
direct community discussions with residents as
well as information kiosks can be effective.
An actual small-scale demonstration of the
system may in fact be one of the most effective
types of public education mechanisms. Cities
such as Lima (Peru) have introduced the BRT
concept to residents through such a demonstra-
tion (Figures 51 and 52). In the case of Lima, a
demonstration station and vehicle was placed
in a central park of the city. While this demon-
stration did not actually provide any transport
services, it did give residents a tangible example
of the proposed system. Allowing residents to
practice using the fare collection system reduces
68
Bus Rapid Transit Planning Guide
3.4 Planning Stage IV: Operations ment provides the basis for determining likely
With the identification of travel demand char- corridors.
acteristics (Planning Stage II) and inputs from Thus, the areas serving the highest customer
interested groups and individuals (Planning demand may be selected as the initial system
Stage III), it is now possible to prepare a con- corridors. However, in some instances, lower
ceptual framework for the operational aspects demand corridors may be selected if the degree
of the new transit system. By knowing where of complexity in the high-demand corridors
key origins and destinations are located, the creates implementation difficulties. System
planning team can identify the most appropri- developers may first choose to address a less
ate initial corridors. Further, the team can also complex corridor in order to first gain experi-
consider the various type of routing and service ence. If a lower demand corridor is selected,
options that are possible, such as feeder, express, though, it must still possess a sufficient quantity
and local services. Decisions are also possible on of useful origins and destinations so that the
the level of customer service quality that will be initial system will be financially viable.
provided within the system. Attributes such as Access for special groups, particularly disadvan-
service frequency, hours of operation, comfort taged communities, may also be a determining
levels, cleanliness, security, and safety will all factor. Some systems prefer to develop initial
eventually affect overall ridership levels. lines around low-income areas so as to dem-
The topics discussed in Planning Stage IV, Op- onstrate that BRT has strong developmental
erations, are: linkages. Bogotá, for instance, focused its initial
corridor in the lower-income south of the city.
3.4.1 Corridor identification The initial corridors, though, will typically
include key employment destinations such as
3.4.2 Feeder services
central business districts. While road space in
3.4.3 Service options such areas may be more limited, the concentra-
tion of employment and services in central areas
3.4.4 Passenger capacity
makes it imperative to provide direct access.
3.4.5 System management and control A system will only be financially viable if the
destinations served meet the public’s principal
3.4.6 Customer service plan
mobility requirements.
3.4.1 Corridor identification 3.4.1.2 Roadway options
3.4.1.1 Basis for corridor selection Trunk corridors are typically selected to operate
The choice of corridor location will not only upon major arterial roads. These roads often
impact the usability of the BRT system for large offer several advantages:
segments of the population but will also have Population densities are often higher near
profound impacts on the future development major arterials;
of the city. The starting point for corridor deci- Wider road space to accommodate both dedi-
sions is the demand profiles generated during cated busways and mixed traffic lanes;
the modelling process, which will help identify Clear and logical connections with other
the daily commuting patterns in both spatial major arterials in order to form an integrated
and temporal terms. Clearly a key consideration network; and,
is to minimise travel distances and travel times A concentration of major destinations such as
for the largest segment of the population. This businesses and shopping areas.
objective will typically result in corridor siting The wider space available on such roadways per-
near major destinations such as work places, mit lower construction costs, as less re-engineer-
universities and schools, and shopping areas. ing of the road structure is typically necessary.
The demand profiles generated in Planning The choice of arterial roads may also provoke
Stage II (“Section 3.2 Analysis”) of this docu- less concern about noise and traffic impacts
since these roadways already have a significant with smaller vehicles. However, at the same time,
presence of motorised vehicles. customers generally prefer not to transfer be-
However, major arterials are not the only op- tween vehicles when given the choice. The ques-
tion to consider as trunk corridors. In some tion for BRT system planners is how to balance
instances, another viable alternative is the these varying needs and preferences. Smaller
selection of secondary streets that are parallel residential areas do not have to be sacrificed
to and near a major arterial. The necessity of from the system. A well-designed system can
using a secondary road may occur for several accommodate a range of population densities in
reasons. First, existing traffic levels on major order to achieve a true “city-wide” service.
arterials may be such that political officials are In general, there are two service options for ad-
uncomfortable with expropriating space from dressing the presence of both high-density and
private vehicles. Second, major arterials may lower-density areas within a city. These options
not provide easy or safe access for pedestrians to are:
reach the BRT stations. 1. Trunk-feeder services; and,
Secondary roads often hold the advantage that 2. Direct services.
they are more “traffic calmed” for effective Trunk-feeder services utilise smaller vehicles in
busway conversion. In some cases, a secondary lower-density areas and then necessitate pas-
road may be entirely converted to BRT use, and sengers to transfer to higher-capacity vehicles at
thus prohibit access to private vehicles. The terminals. A trunk-feeder service thus operates
feasibility of such an approach depends upon relatively efficiently by closely matching vehicle
existing use patterns in the area. If the area is operating characteristics to the actual demand.
largely commercial, then the busway may co-ex- However, such services do imply that some
ist quite well, especially since it will provide a passengers will need to transfer vehicles in order
concentration of customers for the businesses. to reach their destination. The process of trans-
However, if the area is largely residential, then ferring can be seen as an undesirable burden for
there may be conflicts with individuals seeking some passengers.
private vehicle access to their properties. Such Direct services avoid the need for customers
conflicts can sometimes be resolved with the to transfer since the same vehicle serves both
establishment of access hours during non-peak the feeder area and the trunk-line corridor.
periods, but this approach is not always possible. However, direct services incur a substantial cost
A remaining solution is to legally expropriate penalty for operating vehicles that do not closely
such properties for public purchase, but such match the actual demand. Thus, direct services
purchases can be quite costly as well as some- may imply that a large vehicle must enter into
times politically disruptive. lower-density areas where relatively few pas-
In general, though, secondary roads are con- sengers will be in the bus. Alternatively, direct
sidered more commonly as feeder routes. Since services may imply that small vehicles operate
extensive residential sites are located along sec- efficiently in feeder areas but are undersized for
ondary roads, providing services to these areas the economics of trunk corridors. Direct serv-
becomes essential to operating a viable system. ices may still necessitate a transfer if the pas-
senger’s destination is a different corridor than
3.4.2 Feeder services the closest trunk corridor. Figure 53 provides a
3.4.2.1 Trunk-feeder services versus direct graphical comparison of trunk-feeder services
services and direct services.
Providing a transit service to all major residential In general, the most successful BRT systems
and commercial sectors of a city can be chal- (e.g., Bogotá, Curitiba, and Quito) operate with
lenging from a standpoint of system efficiency trunk-feeder services. However, there are also
and cost effectiveness. The densest portions examples of systems, such as Porto Alegre (Bra-
of the city necessitate high-volume vehicles to zil) and Kunming (China), which operate with
achieve the required capacity while lower-density direct services. The decision to choose a trunk-
residential areas may be most effectively served feeder service or a direct service can depend
on many factors, including the structure of the Figure 53: Illustrative comparison between
city, the variation of population densities and trunk-feeder services and direct
services
service demand across different sectors of the
city, distances to be travelled, and the business
structure of the system. Table 18 lists the factors
affecting the decision on the type of service.
There is no right or wrong answer with regard Feeder-trunk services
to routing options since so much depends on
local circumstances such as population density
changes within a city. A trunk-feeder service
might be more appropriate in the following
conditions:
Population densities vary significantly be-
tween main-line corridors and residential
areas; Direct services
High-capacity corridors (greater than 8,000
passengers per hour per direction);
Closed systems with concessioned operators;
Buses over 12 metres in length;
Median busway and median stations;
Corridors over 10 kilometres in length.
By contrast, a direct service might be more Jakarta (Indonesia) inaugurated its TransJakarta
appropriate in the following circumstances: BRT system in January 2004 with an initial
Urban areas with highly uniform population Phase I corridor of 12.9 kilometres. The system
densities; in this corridor consists of a single-lane median
busway (Figure 54). The corridor is largely
Lower-capacity corridors (less than 8,000
composed of business and shopping oriented
passengers per hour per direction);
destinations with few residential origins. The
Open systems permitting unrestricted use of
municipality elected not to provide any feeder
busway by all transit companies; services during the opening phase. The city also
Smaller vehicles such as medium-sized buses elected to allow the existing bus operators to
and mini-buses; continue operating in the mixed traffic lanes.
Staggered stations (separate stations for each Unsurprisingly, the results have not been favour-
direction); able either to the BRT system or the general
Short corridors lengths. traffic. The limited BRT system has carried just
60,000 passengers per day and 6,000 passengers
3.4.2.2 Lack of feeder services
per hour per direction at peak times. The con-
Can a BRT system operate only on major cor- tinued operation of the existing operators in the
ridors without any supporting feeder services? reduced confines of the mixed traffic lanes has
Some cities have attempted to implement a also exacerbated overall traffic congestion levels.
busway system without providing either feeder Retroactively Jakarta is attempting to arrange
services or direct services into residential areas.feeder services with existing operators but the
Typically, this arrangement occurs when a city arrangements have failed to work properly.
wishes to implement a limited experiment on a
Jakarta’s experience with the first phase of the
major corridor during a BRT project’s first phase.
TransJakarta system provides several lessons
Fig. 54 By doing so, the municipality can avoid ad-
The lack of integrated regarding the importance of feeder services and
dressing many of the complicated issues related
feeder services during coordination with existing services. The lack
to existing informal operators who service
the first phase of the of feeder services has created three troubling
Jakarta BRT project has residential areas. The municipality can also avoid
outcomes in Jakarta:
greatly undermined the the complications related to the integration of
usability of the system. services. However, the results to date on such an Negative first impression of BRT;
Photo courtesy of the Institute for
Transportation & Development Policy approach have not been entirely positive. Insufficient demand for a financially-viable
BRT system;
Increase in overall congestion levels.
A combination of negative articles in the press
and consternation from private vehicles users
has given the BRT system a difficult start from
a public relations standpoint. In turn, this
negative first impression will make it politically
difficult to implement additional corridors.
Already, the city is turning to a costly monorail
option for other corridors in the city. The fact
that the existing buses remain in operation (but
with one less lane of mixed traffic) has increased
congestion levels, which was one of the areas
supposedly to be targeted by the new BRT
system. Thus, in conclusion, the lack of feeder
services or direct services into residential areas
creates extremely difficult operating conditions
for a new BRT system.
3.4.3 Service options can differ by the stations served as well as by the
3.4.3.1 Local services and station spacing number of stations skipped by the service. Some
The most basic type of transit service along a routes may skip 3 or 4 stations while other
corridor is typically known as “local service”. routes may skip double that number.
This term refers to stops being made at each of Well-designed stations can permit customers to
the major origins and destinations along a route. transfer from local services to the limited-stop
However, in comparison to conventional bus service. Thus, even if a customer does not reside
services, the distance between stops on BRT near a limited-stop station, he or she can transfer
corridors is greater. A typical range of distances to a more rapid service after just a few stops in a
is between 300 metres and 700 metres. local-service vehicle. In some instances, custom-
By avoiding short stopping distances, the overall ers may find it advantageous to go beyond their
travel time is reduced due to higher average desired stop in a limited-stop vehicle and then
vehicle velocities. “Hail and ride” services pro- return a few stations by way of a local service.
vided by private bus operators in many develop- The principal idea is to give the maximum
ing cities implies that the bus will stop whenever flexibility to the customer in order to reach the
a customer indicates that he or she wishes to destination in the most convenient manner.
board or alight. While this practice will reduce While limited-stop services do provide much
subsequent walking distances to destinations, amenity value to customers, these services do
the net effect of all passengers controlling stop- introduce greater complexity to the manage-
ping location greatly increases overall travel ment of the system. The coordination of
time for everyone. vehicles on the same corridor with different
The location of BRT stations will again follow travel characteristics can be a challenge. Lim-
from the origin and destination modelling con- ited-stop services are thus best implemented in
ducted earlier. Major destinations such as com- conjunction with vehicle tracking technology
mercial centres, educational institutions, and that permits a central control team to oversee
large employers will all influence the location. and direct vehicle movements. The provision
Additionally, an array of other factors, such as of limited-stop services also implies particular
road configuration, will also play a determinant infrastructure requirements. In order to skip
role in choosing a cost-effective location that stops, the limited-stop vehicles must be able to
best serves the customer. pass intermediate stations. Thus, sufficient road
space must be available for either a second set
3.4.3.2 Limited-stop services
of exclusive busway lanes or the provision of a
Typically, a few major stations will predominate passing lane at by-passed stations (Figures 55
as the intended destination of customers. For and 56). These requirements mean that cities
many passengers, stopping at each intermediate employing limited-stop services will incur
station adds significantly to the overall travel greater system complexity and higher infra-
time with relatively little commercial benefit structure costs.
to the system operators. Thus, both passengers
and operators can benefit from the provision of 3.4.3.3 Express services
services that skip intermediate stops. Another type of limited-stop service is known
BRT’s relative flexibility means that “limited- as an “express service”. Express services skip all
stop services” or “skipped-stop services” can be stations between a peripheral area and a central
accommodated. The number of station stops core area. Thus, express services are an extreme
to be skipped depends on the demand profile. form of limited-stop service.
Major station areas with the largest customer Express services function quite well when a large
flows may be the most logical stops retained in residential area is a considerable distance from
a limited-stop service. However, the system can the city centre. If population densities are such
employ multiple limited-stop routes in order to that vehicles reach capacity at peripheral areas,
ensure travel times are minimised for the largest then it can be efficient to transport these pas-
number of customers. Thus, limited-stop routes sengers directly to central locations. The reduced
Fig. 55 and 56
The provision of passing
lanes at stations in
Bogotá (left photo) and
São Paulo (right photo)
greatly increases system
capacity by allowing for
express and limited-stop
services.
Photo on left courtesy of TransMilenio
SA
Photo on right courtesy of US Federal
Transit Administration
travel time of express services can be a major bus services are offered to persons who are will-
enticement to curb the growth of private mo- ing to pay more. In the Kolkata metro, women
torised vehicles in the city’s periphery. In many are afforded the option of entering carriages
developing cities, low-income communities are that are women only. In Buenos Aires, Rio de
often located at such peripheral locations, and Janeiro, and Sao Paulo, executive mini-buses
thus, the provision of express services can be way provide express services from the city centres to
of achieving greater equity within a system. affluent communities. These executive vehicles
However, express services can also induce also tend to offer air conditioning, increased leg
sprawl if not planned in a coordinated fashion. space, and more comfortable seating.
If the provision of an express service leads to The opportunity also exists for BRT systems to
additional development of greenfield sites at offer various types of services to cater to par-
the city’s periphery, then the long-term impacts ticular groups. The advantage of such segmenta-
may actually be to increase motorised travel. tion is that it is possible to target groups who
Such sprawl type development can also increase may not otherwise travel by public transporta-
municipal costs in providing basic services such tion. However, there are also disadvantages.
as electricity, water, and sanitation. Thus, the Each layer of segmentation increases system
identification of express service corridors needs management complexity. Ensuring the correct
to be carefully considered against the city’s spacing of vehicles becomes all the more dif-
overall land-use plan. ficult when one is not only managing different
3.4.3.4 Segmentation of services routes but also routes plus special features, such
No two customers are exactly alike. Each per- as air conditioning. Further, purchasing vehicles
son has their own transportation patterns and with different characteristics can increase over-
habits as well personal preferences for comfort, all costs due to the loss of bulk purchasing pos-
convenience, and affordability. In some cities of sibilities. Each permutation of different features
the world, services are segmented to offer differ- (air-conditioning, seat types, interior spacing,
ent transit characteristics to more closely match vehicle size, etc.) reduces standardisation.
specific customer preferences. Thus, in Hong Perhaps more importantly, though, specialised
Kong and Bangkok, premium air conditioned services perpetuate some of the very social
divisions that well-designed transit systems try periods. In this scenario, high-capacity vehicles
to overcome. As Enrique Peñalosa, the former are operated only during crush peak periods
Mayor of Bogotá, has noted, “the TransMilenio while lower-capacity vehicles are utilised at
system is one of the few places in Bogotá where other times. While this use of different vehicle
the wealthy and poor meet on an equal basis.” types can help better match demand and supply,
This sort of social familiarity helps achieve an the additional costs and complexity of operat-
important goal of community cohesion and ing multiple vehicle types usually exceeds the
unity in a city. Public transport is a place where benefits. These additional costs include:
all the citizenry (the young, the elderly, and
Higher vehicle costs due to loss of economies
the physically disabled) can experience the
of scale in purchasing a single vehicle type;
city’s complete diversity. Instead of providing a
high-quality service to the wealthy and a dif- Difficulty in providing station entry bays for
ferent type of service to the poor, systems like different doorway configurations;
TransMilenio have proven that it is possible to Greater complexity and managerial require-
provide affordable excellence in public transport ments for dispatching multiple vehicle types.
for everyone. A typical system will already have at least two
vehicle types in operation (i.e., larger vehicles
3.4.4 Passenger capacity for trunk services and smaller vehicles for feeder
Once the initial BRT corridors are selected, the services). Adding another layer of complexity
demand forecasts for these corridors can be used in terms of vehicle types is usually not recom-
to determine optimum values for factors such mended. However, in cases of extreme demand
as vehicle capacity, vehicle load factors, service variances between peak and non-peak periods,
frequency, and dwell times. These attributes multiple vehicle types may be an option to
in conjunction with the desired preferences for consider.
service types (trunk-feeder, direct, local, limited-
stop, etc.) and the configuration of stopping 3.4.4.2 Load factors
bays will allow system developers to model The vehicle load factor refers actual capacity
different options for meeting the expected pas- usage as a percentage of the maximum passenger
senger capacities. capacity. For example, if a vehicle has a maxi-
3.4.4.1 Vehicle capacity mum capacity of 160 passengers and an average
capacity of 128 passengers, then the load factor
Vehicle passenger capacity, load factors, and
is 80 percent (128 divided by 160). Generally, it
required service frequency are all mutually
is not advisable to plan to operate at a load factor
dependent. The maximum passenger capac-
ity for a given vehicle is in part dependent on of 100 percent. At a 100 percent load factor
assumptions about culturally acceptable levels there is no room for system delays or small inef-
of customer comfort at peak times. A trade-off ficiencies, both of which are likely outcomes of
exists between the number of seats provided over-crowded conditions. The desired load factor
versus the amount of standing space provided. may vary between peak and non-peak periods.
In some cases, a seated passenger consumes as In the Bogotá TransMilenio system, typical load
much as twice the space as that required by a factors are 80 percent for peak periods and 70
standing passenger. However, for long journey percent for non-peak periods.
times passengers may have a strong preference It is also worth noting that it is possible to oper-
for seating. The amount of personal space each ate at a load factor exceeding 100 percent. Such
passenger requires can vary between different a level implies that passengers are more closely
cultures. Knowledge of local preferences in packed than the maximum recommended levels.
conjunction with stated preference surveys can While such extreme capacities can be expected
help evaluate the best spatial arrangement. in some unusual circumstances (e.g, immedi-
Some cities with extreme differences in peak ately after special events such as sporting events
and non-peak demand have considered the ap- or concerts), it is not desirable to regularly
plication of different sized vehicles for the two overcrowd vehicles.
bay and the next bus stops at the subsequent ent upon vehicle velocity. A system can move
stopping bay. Each stopping bay represents a 20,000 passengers per hour at 20 kilometres per
different service or a different route. Unfortu- hour as well as at 10 kilometres per hour. Prior
nately, the convoying or platooning of vehicles to the development of the Bogotá TransMilenio
is quite difficult to manage and control. The system, the city possessed a median busway that
buses must enter the busway in the appropriate catered to all private bus operators. The uncon-
order or there will be considerable delays and trolled system meant that there was considerable
backing up of vehicles (Figure 58). Further, congestion on the corridor. The congestion was
since passenger boardings will vary for different due to buses stopping at random locations as
vehicles, the dwell times will also vary. Some well as the over-supply of less efficient smaller
vehicles. Nevertheless, the
previous system moved approxi-
mately 30,000 passengers per
hour per direction, but it did so
at an average speed of less than
10 kilometres per hour. The
TransMilenio system moves a
Fig. 58
The convoying of buses in
Porto Alegre often results in
congestion along the busway
and at stations.
Photo by Lloyd Wright
Fig. 59 and 60 similar number of passengers but at an average Vehicle acceleration and deceleration
Prior to the commercial speed of approximately 27 kilome- characteristics;
TransMilenio system, tres per hour. Figures 59 and 60 provide a visual
Bogotá operated a Number of controlled intersections.
median busway that comparison of Bogotá with the previous uncon-
As the number of vehicles on the corridor
all transit companies trolled busway and with the TransMilenio BRT
increases, the level complexity and opportunity
could use (photo on left). system along the same corridor.
for conflicts also increases. In turn, these con-
The result was heavy Clearly, from the perspective of minimising
congestion. Today, the flicts between vehicles lead to reduced velocities
TransMilenio system travel time and fulfilling customer preferences, and increased travel times. Figure 61 shows the
(photo on right) moves a rapid service is more desirable. While velocity relationship between the frequency of vehicles
more passengers at a and capacity may not be directly dependent, and the average velocity on the Avenue Caracas
considerably higher many factors that affect passenger capacity also Corridor in Bogotá.
average speed. affect average velocity. The factors that affect
Photo on left courtesy of Steer Davies Thus, to maintain a system that both achieves
Gleave average velocity (i.e., “commercial” velocity) are:
Photo on right by Lloyd Wright high passenger capacities and high average
Number of busway lanes; velocities, the BRT system will necessitate the
Dwell times; inclusion of design principles that promote
Headways; unencumbered operation.
Figure 61: Relationship between average velocity and frequency of vehicles in Bogotá
3.4.4.7 Capacity calculations This section has provided sample values for a
The passenger capacity of a given corridor is variety of factors affecting BRT passenger ca-
calculated based upon the discussed factors of pacity. Table 20 summarises these values.
vehicle capacity, load factors, service frequency, The sample values represent the findings from
dwell times, and stopping bay configurations. a survey of existing BRT systems. However,
Quite often a software model will assist in they are presented for purely demonstrational
calculating the expected capacity and flow purposes. The actual figures for a given set or
rates based on these factors. In general, though, circumstances are highly dependent upon local
the overall corridor capacity can be calculated factors. Thus, care must be taken in attempting
from the following equation: to utilise sample values in an urban environment
that has its own unique set of characteristics.
Equation 3
Passenger capacity = Vehicle capacity x Load factor x Service frequency x Number of stopping bays
3.4.5 System management and control odometer readings, and thus can play a role in
3.4.5.1 Benefits of centralised control the distribution of revenues based on kilometres
travelled. The control system can also contribute
Centralised control of the overall transit system
to monitoring driver performance and identify-
affords many benefits for optimising efficiencies
ing infractions, which again may be related to
and minimising costs. Most conventional bus
the amount of revenues given to operators.
services lack a centralised control and manage-
ment system; many do not even possess a basic A discussion on the technology options for
radio dispatch system. The lack of such controls efficiently managing and controlling the BRT
means that each vehicle operates individually system is found in section 3.6.7.
without the advantage of reacting collectively to 3.4.5.2 Operational control and
service changes. contingency planning
For example, a sudden change in demand, such In a high-volume public transit system, there
as crowds leaving a sporting event, can be more is very little margin for problems or errors. A
readily addressed if additional transit supply vehicle breakdown, even for just a few minutes,
is quickly dispatched from a central control can create havoc on the entire system. Likewise,
facility to the site. A simple mechanical failure a breakdown of a fare verification turnstile or
of one vehicle can stifle an entire system if a non-functioning station door will create similar
repair team or a tow truck is not immediately types of problems. Thus, preparing for any and
sent. Additionally, if a security problem arises, all eventualities is a fundamental part of the
a control centre could provide an appropriate operational plan. The development of backup
response, such as sending a security team to and contingency plan will ensure that the
a station or bus. Without centralised control, system can continue to function even in dif-
these types of incidents will likely only be dealt ficult circumstances.
with locally, which limits the effectiveness of In some cases, driver repair training and/or
any solution. instructions from a control centre can address
Further, when transporting large volumes of very simple vehicle faults within a few minutes.
passengers through a corridor (over 10,000 pas- However, when a breakdown occurs due to
sengers per hour per direction), a central control more serious problems, then contingency ac-
system becomes all the more indispensable to tions will be required. The first priority is to
maintaining smooth operations. The “bunching” prevent a single breakdown from paralysing the
of vehicles within the system can easily occur entire system. Another high priority is to make
without centralised monitoring and corrective a rapid disposition of the situation so that the
actions. Further, if the bunching together of affected passengers can be accommodated as
buses occurs, this situation also likely implies quickly as possible.
that there will be other points in the system While a second passing lane will alleviate some
where buses are too widely separated. Passengers of the pressures from a vehicle failure, the ad-
are familiar with the situation in which two ditional lane is not an option for all systems.
or three buses of the same route will arrive The immediate dispatch of a tow vehicle is likely
simultaneously, and then there will be no other to be the best course of action to avoid serious
buses for another 30 minutes. Ultimately, the delays on the system. Tow vehicles should be
price paid for failing to respond to these types on-call at all operational times. The strategic
of incidents will be customer dissatisfaction and placing of tow vehicles throughout the system
lost ridership. can help ensure a prompt response. Thus, tow
A centralised control centre can also serve as vehicles should not only be based at terminal
part of an evaluation tool to monitor and certify sites but also at intermediate points along the
performance. In some instances, the control corridors.
system can be linked with evaluating compli- For the passengers stuck in a non-functional
ance with contractual terms. The control centre vehicle, immediate solutions are also impera-
can monitor vehicle movements and verify tive. The perceived amount of time spent in a
broken vehicle will likely be quite long from the spiral, in which poor services push more com-
customer’s perspective. Passengers stuck waiting muters toward two- and four-wheeled motorised
for ten minutes may perceive waiting time to alternatives. In turn, the reduced ridership
be 30 minutes or higher, especially if persons curtails public transport revenues and further
are in a hurry to be at a particular destination. diminishes quality of services, which again
Thus, speed of response in moving passengers to leads to a further erosion of the passenger base.
another vehicle is quite important. If a vehicle The impacts of poor customer service may not
failure occurs at a station, then passengers may be immediately evident when the majority of
simply be moved off the vehicle into the station the users are “captive” riders who have few other
area. If the failure occurs along the busway, transport options. However, in the medium
then moving the passengers to a specially and long term these captive riders will become
dispatched vehicle may be an option. Clearly, discretionary riders. The discretionary riders
though, any movement of passengers on the will then likely switch to individual motorised
busway will require special safety procedures. transport the moment it becomes financially
Since low-flow exits are likely to be on the street- feasible to do so.
side of the busway, exiting passengers will be Customer service is fundamental at each level
exposed to traffic. A sufficient number of system of operation. Are drivers courteous, professional
staff and/or police must be on hand to make and well presented? Are the stations and the
this transfer as safe as possible. buses clean, safe and secure? Is the morning
Failed station equipment, such as failed fare commute a pleasant and relaxing experience or
card readers or automatic doorways, also re- is it a hazardous and unfortunate trauma that
quires prompt action. In most cases, other fare must be endured? Individually, factors such
card readers or doorways will be available to as driver behaviour, signage, and seat comfort
keep the system operating. However, the fail- may appear to be insignificant measures, but
ures will lead to queuing and longer dwell times, their combined effect can be a significant de-
which in turn will affect customer throughputs. terminant in the long-term viability of a transit
service.
Trained repair staff should thus be on-call
during all operating hours. If the device cannot While these design and service features have
be immediately repaired, then a backup device helped to make dramatic improvements in
should be installed. Thus, spare equipment for system effectiveness and customer satisfaction,
all major BRT systems should be kept on hand each is relatively low-cost to implement and
at all times. relatively low-tech in nature. Thus, another
lesson from BRT is that simple, ingenious, low-
3.4.6 Customer service plan technology solutions are often of much greater
Unlike many existing bus services in develop- value than more complex and costly alternatives.
ing-nation cities, BRT places the needs of the Customers probably do not care about the type
customer at the centre of the system’s design of engine propulsion technology, but they do
criteria. The quality of customer service is care greatly about the simple customer service
directly related to customer satisfaction, which features that directly affect their journey com-
ultimately determines customer usage and long- fort, convenience and safety. Despite this rather
term financial sustainability. obvious observation, too many public transport
developers devote complete attention to vehicle
Unfortunately, unclear maps and schedules,
and engineering aspects of system design and
unclean buses, and uncomfortable rides have
forget about the customer service aspects.
been all too frequently the obligatory price to be
paid for utilising public transport. Public transit 3.4.6.1 Hours of operation
and paratransit operators sometimes give scant The opening and closing time of the system
attention to customer service, assuming instead affects both customer utility and cost effective-
that their market is predominated by captive ness. Ridership levels during early morning
customers who have few other options. Such a and late evening operations may be somewhat
predilection, though, can lead to a downward limited. However, the lack of service during
non-peak hours undercuts the system’s overall of non-peak service. For example, the frequency
usability which will negatively affect ridership of non-peak services in the early evening (e.g.,
during other times. This need for comprehen- 19:00 to 21:00) may be greater than the fre-
sive utility does not imply systems must operate quency of non-peak services at later times (e.g.;
24 hours. In fact, many transit systems with 24 21:00 to 24:00). The frequency of service may
service experience significant security problems also briefly increase during late periods, such as
(e.g., robberies, assaults, graffiti, etc.) during late the period immediately following the closing
night and early morning hours. of restaurants and bars. The principal aim is to
The appropriate hours of operation will likely maximise customer utility while simultaneously
be based on the schedules of the major employ- ensuring the cost-effectiveness of the system.
ment, educational, and leisure activities of the 3.4.6.2 System maps
local citizenry. Thus, the hours will depend on
Historically, the ad hoc and paratransit sys-
key local indicators, including:
tems in much of the developing world have
Working hours of major employers; followed informal and uncontrolled routings
Start and closing hours of educational institu- that required a seasoned system insider to fully
tions (including night classes); understand and utilise. Many such systems are
Closing times for restaurants, bars, cinemas, relatively incomprehensible and have formed a
and theatres. formidable barrier to potential new users, such
The appropriate operating hours will depend as those with occasional transport needs and
upon local cultural and social practices. In temporary visitors to the city. The TransMilenio
Bogotá, the TransMilenio system operates from BRT system in Bogotá emulates the better
05:00 until 23:00, reflecting the relatively early underground systems of the world by providing
start to the work day that is practiced there. clear and colourful system maps (Figure 62).
The hours may also be determined by labour A good test of a system’s user-friendliness is to
laws and likely contractual arrangements with determine whether a person who does not speak
transit staff. If local labour laws allow flexibility the local language can understand the system
with part-time employment, then the transit within two minutes of looking at a map and
operators may have greater flexibility in match- information display. It is possible to achieve
ing the demand and supply of services. this level of simplicity in conveying the system’s
The scheduling of late evening and early morn- operation, but, unfortunately, most bus systems
ing services may also necessitate different levels today do not even make the attempt.
Fig. 62
The TransMilenio route
map provides customers
with a very clear
overview of the entire
system.
Unlike the well-designed and colour-coded or worded destinations. However, in reality, Fig. 63 and 64
maps accompanying rail-based systems, maps route numbers, colour-coding, and destina- The image on the
for conventional bus systems are often quite tion labels can actually be used together to left is a route map
of the bus system in
confusing. While metros tend to use colour- maximise customer recognition. Of course, care central London. This
ful “spider” maps to designate routes, most must be taken in not creating too much visual conventional map
conventional bus systems use a complex web complexity. The best design is one that clearly is too detailed to be
of mono-coloured lines and numbers (Figures communicates routes and destinations without readily understood by
63). However, higher-quality bus systems are undue complexity. customers. By contrast,
the map on the right
increasingly making use of spider maps to better The completeness of a particular map can af- is for the system in
convey information to customers (Figure 64). fect system usability. In some systems, such Bradford (UK). This
The idea behind a spider map is to give each as Curitiba, only the map for one particular “spider” map is much
route its own colour-coded identity. The entire easier to understand.
corridor is displayed at stations and within the
route is evident along with all major stations.
vehicles. This limitation implies that persons
The spider map from Bradford (UK) is part
only have a good working knowledge of their
of a marketing strategy to re-brand the bus
most frequently utilised corridors. Therefore,
network as an “Overground” system. The word
persons may not be able to use the system
“Overground” is borrowed from the name of the
as adeptly for occasional trips. Further, the
London metro system which is known as the
lack of an overall map means that customers
“Underground”. Thus, the spider map in Brad-
cannot easily plot the most efficient routing
ford helps impart the idea that the bus network
is a mass transit system. for linked journeys with multiple destinations
(e.g., work to shopping to school to doctor, etc.).
The differentiation of routes can be com- The absence of a complete system map is also
municated through a variety of mechanisms quite a disadvantage to visitors and occasional
including colours, numbers, and destination transit users. Thus, it is recommended that a
names. Colour-coding schemes are effective complete system map be present at stations and
in allowing customers to readily differentiate
inside vehicles. Of course, there are cost issues
between multiple routes. The colour-coding can
associated with providing quality maps, but in
be reflected both in the system route maps and
comparison to other aspects of system develop-
on the vehicle itself. For instance, a coloured
ment (vehicles, busways, stations, etc.) the cost
sign-board on the front of the vehicle can desig-
is relatively trivial.
nate the routing direction. The sign-board can
be easily removable in order to allow maximum The effective placement of maps in vehicles
flexibility in using the same vehicle on multiple and stations is also a determining factor in the
corridors, depending on changes in customer system’s user-friendliness. In Bogotá, maps are
demand. In general, customers can discern only available inside the station and within ve-
colours faster they can identify route numbers hicles. However, some customers would like to
Fig. 65 and 66 visualise the system and route before paying and users and captive users will make efforts to
Signage in stations in entering the system. Thus, it would be best to understand pricing and purchase options, other
Quito (photo above) also have a system map outside the station entry customer groups can view the fare system as
and Ottawa (left photo)
provide clear guidance point. The idea is to make the system as simple another complication inhibiting usage. Clear
to customers. and as inviting as possible to the customer. A and simple instructions are essential. Ideally,
Photos by Lloyd Wright major deterrent to public transport usage is the the design should be clear enough that a person
fact that many potential customers simply do who does not speak the local language can
not understand how the system works. readily understand the amount of the fare and
how it is to be paid.
3.4.6.3 Signage
In addition to system maps, the various signage Transfer points and bus stopping locations are
in and around stations as well as within the potentially quite confusing to the customer.
vehicles are key to customers readily under- This confusion can be particularly acute during
standing the system. Examples of the types of peak periods when crowds, noise, and distrac-
signage likely to be needed include: tions are at an extreme level. Such signage
should be sufficiently sized and eye-catching
Instructions for using fare collection ma-
to readily lead customers to the right location.
chines or vending booths;
System designers will wish to walk through the
Identification of station entry and exit points likely steps of a prospective customer in order
(Figure 65); to place the signage at the correct point. For
Standing location within the station for par- example, signage directing customers to transfer
ticular routes (if multiple stopping bays); points may be best placed directly across from
Directions for making transfers at terminals the exit points of alighting customers.
and intermediate transfer stations; Certain areas of vehicles are typically designated
Actions required in the event of emergencies for customers with special needs, such as those
(instructions for call boxes, fire suppressing with physical disabilities, the elderly, and
equipment, etc.) (Figure 66); women with young children. These areas can
Identification of locations within the vehicle be readily identified by the use of appropriate
for persons with special needs (physically dis- signage as well as colour-coding. The colour-
abled, elderly, parents with child, passengers coding may entail using different coloured
with bicycles, etc.); seating in such areas.
Directions to amenity facilities (e.g., bicycle The variety of signage requirements within
parking facilities, restrooms, etc.). a BRT system should not imply that an over-
The fare collection process is another area of abundance of visual cues is always desirable. If
potential customer confusion that may inhibit too much signage is present, a point of dimin-
the usability of the system. While regular ishing returns can occur. Too much signage can
be visually distracting and prevent customers the customer to know the local environment can
from absorbing vital information. “Visual clut- add stress to the journey, especially for visitors
ter” is particularly problematic when systems and occasional transit users.
utilise extensive advertisements. While adver- Voice messages can be done by way of the vehi-
tisements can be an effective revenue source cle driver or by way of a recorded voice. Typi-
when used discretely, essential system signage cally, it is recommended to use a recorded voice
can get lost if the commercial messages are too for reasons of clarity and consistency. Recorded
obtrusive. messages also permit the use of digital technol-
3.4.6.4 Visual and voice information ogy rather than analogue technology. Digital
systems voice messages are clearer and more readily
Traditional signage is just one means to convey understood than local analogue messages. Fur-
information to customers. Visual displays with ther, each driver will have his or her own accent
real-time information are increasingly being that may not be understood by all. The use of a
used to relay a variety of message types. Such pre-recorded digital message that automatically
devices can display the following types of infor- activates itself at certain points in the journey
mation: will create a uniform and reliable information
Next station stop (display inside bus); source. Additionally, the digital message will
allow the driver to concentrate more on safety
Estimated arrival time of next vehicle (display
and other aspects of customer service. In some
on station platform);
circumstances, it may be practical to deliver
Special advisories such as delays, construction
brief destination messages in more than one
work, new corridors, etc.;
language.
Customer service announcements such as in-
formation on fare discounts. 3.4.6.5 Transit staff
Real-time information displays that inform In public transport as in life, sometimes a
passengers when the next bus is due can be simple smile or kind word can make all the
particularly effective at reducing “waiting anxi- difference. The role of transit staff in making
ety”, which often affects passengers who are not customers feel respected and welcome is one of
sure when or if a bus is coming (Figures 67 and the most powerful promotional tools that exist
68). This feature allows customers to undertake
other value adding activities to make best use
of the time, rather than nervously waiting and
standing at close attention to the horizon. Such
displays can substantially reduce the customer’s
perceived waiting time.
Voice communications can also be a useful
mechanism to convey essential information. The
voice announcement of the next station permits
the customer to focus on other activities (such as
reading, talking with friends, etc.). Otherwise, Fig. 67 and 68
customers will tend to look up frequently either Placing real-time
at a display or at the name of the station. Forcing information displays at
station entrances allows
customers to make key
decisions about their
journey. Additionally,
the public placement
of the displays helps
to market the system
to everyone, including
private vehicle users.
Photo by Lloyd Wright
corridor. Once a vehicle reaches the final termi- with large numbers of persons. Alternatively,
nal, a cleaning team goes through the vehicle the provision of trash bins just outside of the
leaving it spotless in about four minutes (Figure stations is generally a safe and viable option.
71). This practice reduces the time night-time If the bins are placed in a consistent and well-
cleaning teams need to spend on the vehicles. demarcated space outside of the station, then
Maintaining spotless operations also sends a customers will be able to have an option for
message to everyone that littering is not to be disposing of trash. Public transport facilities
done and thus tends to reduce the generation of also offer the opportunity to effectively market
trash. Likewise, a systematic cleaning schedule and implement a broader recycling programme.
for stations and terminals can also keep a Since the public transport system is likely to be
system in near pristine form. While one option one of the most frequented places in the city,
is to clean only after system closing times, in the synergies with other public campaigns, such
highly frequented systems, cleaning is likely as recycling, are a natural fit. The provision of
to be needed during the day. Thus, scheduling multiple bins permitting the separate disposal
cleaning activities in stations just after peak of glass, paper, metals, plastics, organic materi-
periods can be an option to address the accu- als, and other items is readily accomplished
mulation of litter without interfering in the free in conjunction with the transit system. For
flow of customers. example, Singapore’s metro system maintains
Policies regarding the consumption of food and this sort of recycling programme near entrances
drink in the system are also another effective to the system (Figure 72).
strategy. On the one hand, permitting food and Beyond policies and cleaning practices, the
drink may seem like a nice service feature that overall aesthetic design of the system infra-
allows the customer to undertake another value- structure is a major factor in creating a positive
added activity while using the system. However, environment for the customer. Design factors
the price for permitting food and drink is an such as the use of light, materials, art, and
invariable deterioration in system cleanliness interior design all contribute to an ambiance
Fig. 72 and in the long-term quality of the infrastruc- of calm, clarity, and comfort. Design issues are
Public transport ture. Typically, a policy against food and drink presented in more detail in the “Infrastructure”
systems offer a great is necessary to maintain system quality.
opportunity to section of this guidebook (Section 3.6).
coordinate with other The provision of trash receptacles is an option to
3.4.6.7 Comfort and convenience
public programmes such help combat litter, but in some instances secu-
as recycling initiatives. rity concerns limit their availability. As public The issues of comfort and convenience can
Photo shows recycling greatly affect ridership levels, especially amongst
bins outside a Singapore transport has unfortunately become a target of
acts of terrorism, hidden compartments, such discretionary riders. Comfort is affected by
transit station.
Photo by Lloyd Wright as trash bins, are often too dangerous in places the quality of the waiting space at stations, the
interior of the transit vehicles, and the overall
environment of the system. Convenience refers
to the proximity of the station to useful destina-
tions as well as the ease in reaching the station
from points of origin. Convenience is closely
related to the transport concept of “accessibility”.
Comfort in the general transit environment
can depend upon the amount of the customer’s
personal space. If peak hour services result in
closely packed stations and vehicles, then the
customer is subjected to discomfort and reduced
security. Thus, the appropriate sizing of stations
and vehicles and the provision of sufficiently
frequent services are part of achieving a com-
fortable system.
Inside the vehicle, the amount of seating avail- can make a significant difference for travel in
able and the type of seating plays a role in tropical conditions. Likewise, heating can be
comfort. The trade-off between seated space important for colder climates. In order to com-
and standing space depends upon system capac- pete for discretionary commuters who may have
ity requirements. However, even if standing climate control devices in their private vehicles,
space is predominant due to capacity demands, such devices in the public transit system can
the quality of the standing space can also be be quite influential. However, there are both
enhanced. Adequate holding straps and suffi- capital and operational cost considerations. For
ciently wide corridors in the vehicle interior can instance, air conditioning adds marginally to
improve standing conditions. Padded seating station and vehicle construction costs and can
materials, such as cloth, can add cost to vehicle reduce fuel efficiency by 15 to 25 per cent in
purchases, but should at least be considered, operation. Further, adapting stations to climate
especially if travel distances are relatively long. control devices implies design restrictions. The
The provision of station seating depends in part stations must be closed and relatively sealed,
on the nature of the service. In high capacity, and thus likely requiring a sliding door interface
high frequency services, seating is unlikely to at the bus boarding zones. Again, this addition
be required at stations and terminals since wait creates additional costs as well as additional
maintenance and complexity issues within
times are relatively short. The developers of the
the system. There are also less costly climate
Bogotá system elected to forgo station seating in
interventions, such as passive solar design, that
order to encourage passenger turnover. Seating
can be helpful. Section 3.6 (“Infrastructure”)
can also consume valuable space in stations. In
provides more discussion of such design options.
some instances the presence of seating can block
boarding and alighting movements, and thus 3.4.6.8 Security
reduce throughputs in the stations. However, Like any public place with large quantities of
in instances when wait times are relatively persons, buses can attract the wrong elements.
long, some form of seating or support device The close confines of crowded conditions pro-
can be warranted to avoid “standing fatigue”. vide the perfect environment for pick-pocketing
One space saving solution is a leaning bar that and other assaults on person and property. Fear
permits waiting passengers to partially sit while of crime and assault is a highly motivating
leaning against a slanted bar. The bar can be factor in the movement towards more private
padded to increase comfort. While a leaning modes of transport, especially for women, the
bar is not as comfortable as a formal seat, it can elderly and other vulnerable groups.
be an effective alternative. The leaning bars can
However, crime and insecurity can be overcome
also avoid problems with individuals who elect with the strategic use of policing and informa-
to sleep on rows of seats. tion technology. The presence of uniformed
Waiting time can also be a factor in designing security personnel at stations and on buses can
fare collection and fare verification areas. The dramatically limit criminal activity and instil
best solution is to provide adequate capacity customer confidence. Further, security cameras
in the fare collection system in order to avoid and emergency call boxes (Figure 73) both
significant queuing. However, in some instances, permit more rapid response to potential threats
such as fans departing a sporting event, entry as well as deter crimes from happening in the
queues are unavoidable. Queue guideways may first place.
be a useful mechanism to ensure orderliness, Even more worryingly is the rise of large-scale
fairness, and clarity for waiting passengers. attacks on buses, such as the hijacking and
Video displays showing information or enter- murder that took place in front of television Fig. 73
tainment can be another option to reduce wait- cameras in Rio de Janeiro, Brazil in 2000. This The emergency call
ing stress for queuing passengers. event has been made into a film called Bus boxes in Ottawa BRT
stations help to reassure
In many developing cities, the local climatic 174. Crime and terrorism in cities such as Rio passengers about
conditions can warrant climate control devices de Janeiro and Tel Aviv has had a chilling ef- security arrangements.
in the stations and vehicles. Air conditioning fect on ridership. Israel has lost approximately Photo by Lloyd Wright
ment features such as video and audio. The deci- friends while using public transport. In some
sion can be quite dependent on local customs circumstances, system developers may wish
and preferences. Further, like all such devices, to provide special receivers to allow mobile
video and audio systems involve a cost both in connections in otherwise blocked areas such
terms of the initial investment as well as in the as tunnels. However, mobile technology may
long-term maintenance. also create the same concerns over quiet that
video and audio systems raise. The ringing of
The advent of communications technolo-
telephones and the loud ensuing conversations
gies such as the internet, email, and mobile
can be a serious distraction to those wishing to
telephones have revolutionised how people do
study, work, or simply relax. Thus, some discre-
business and how people interact with others at tion over the use of mobile technology may be
a distance. Public transport can offer services advised. Again, any sort of restrictions would
that take advantage of these communication be highly dependent on local preferences and
technologies. Some transit systems are already
beginning to offer free wireless internet services
to their customers. The wireless feature can be
supplied into vehicles and stations
via transmitter technologies.
While internet and email
access may seem a need-
less extravagance in a
developing-city public
transport system, cities
wishing to attract cur- customs.
rent private vehicle users This section has discussed many activities
may find the technology of great value. Further, that a transit system may wish to prohibit
as information technologies continue to fall in such as eating, drinking, making a mobile
cost, the concept is not entirely out-of-reach for telephone call, etc. Clearly, there may be good
developing cities. reasons to impose such restrictions. However,
system developers must walk a balance between
The use of mobile telephones within the transit
preserving the quality of the system and giving
system can also be of great utility to customers.
maximum freedom to the customer. If the staff-
Mobile technol- ogy is another easy means to
customer interface is principally a list of things
stay in touch with
the office or not to be done, then the system may appear in
with somewhat heavy-handed terms to the public.
Thus, it is quite important to focus on the most
important restrictions (such as eating and
drinking) and to do so in a clear and
friendly manner.
Further, many of the amenity applica-
tions being discussed in this section,
such as the enhancement of reading,
studying, working, relaxing, and using
information technologies, depend
upon a smooth and level ride. Thus,
vehicle and road quality will de-
termine, to an extent, the viability of these
Fig. 76 activities. Smooth ride conditions are quite
Campaign material from the “Hush the Bus” feasible with well-suspended high-floor vehicles
programme in Hong Kong. Ensuring a quiet and level roadways. However, ride comfort is
environment inside the bus helps customers who definitely an area in which rail systems can have
want a pleasant transit experience.
Image courtesy of Hush the Bus programme, Hong Kong. an edge over BRT.
company spirals into heavier and heavier losses, Competition for the market implies that opera-
officials decide to turn the system entirely over tors must compete to win the right to operate in
to the private sector. Thus, the regulatory cycle a corridor or an area. By contrast, competition
comes full circle with a return to the chaos of in the market implies that a firm will operate
uncontrolled private operators. simultaneously with other operators in the same
3.5.1.2 Mixed systems corridor or area and will be directly competing
for market share.
Fortunately, market structures are not limited
to the options of an indebted public system or a Well-designed business structures for BRT
chaotic private system. Mixed systems represent systems have tended to seek considerable com-
an alternative that allows cities to escape the petition for the market but limited competition
vicious circle of the regulatory cycle. Mixed in the market. This strategic use of competitive
systems exploit the most appropriate role of motivations means that firms will have to com-
both the public and private sectors in order to pete aggressively within a bidding process in
create a sustainable institutional and market order to be allowed to operate. However, once
structure. The use of extensive private sector the winning firms have been selected, there will
contracting and concessions in conjunction not be competition on the streets to wrestle pas-
with the judicious use of public oversight can sengers away from other companies. Thus, firms
produce the right set of conditions to minimise will have an incentive to provide a high-level of
costs and ensure a high level of service quality.service while simultaneously not generating the
The challenge of achieving a well-functioning negative attributes of reckless driving, speeding,
competitive structure lies in creating an appro- and cutting off other transit vehicles to gain an
advantage. Some competition in the market can
priate set of incentives that ensures each actor is
properly motivated to deliver a quality product. also be achieved by permitting multiple conces-
The actual number of business structures is sion contracts along the same corridor. However,
actually far greater than the simple categorisa- a transparent revenue distribution process along
tion of public, private, and mixed systems. with an incentive system based on kilometres
Different types of contractual arrangements are travelled rather than passenger numbers can
possible within the framework of mixed systems. avoid aggressive behaviour.
Table 22 outlines some of the options. Table Bogotá’s TransMilenio system has successfully
22 also distinguishes between situations where developed a formula of private sector com-
there is competition for the market and situa- petition within a publicly-controlled system
tions where there is competition in the market. (Figure 80). The public company, TransMilenio
Competition Competition
Type Description
for market in market
Public monopoly All system assets and operations are under the
control of a public agency.
SA, holds overall responsibility for system infrastructure components (busways, stations,
management and quality control. However, terminals, depots, etc.). The construction work
TransMilenio SA itself is only an organisation is conducted entirely by the private sector. Thus,
of approximately 70 persons, with oversight for almost all possible aspects of TransMilenio are
a system in a city of seven million inhabitants. contracted or concessioned to private sector
Private sector concessions are used to deliver all entities with public agency oversight.
other aspects of the system including fare col- 3.5.1.3 Transforming existing systems to
lection and bus operations. The buses and even competitive, mixed systems
fare collection equipment are purchased by the Of course, most cities do not begin from the
private sectors firms. point of having a well-structured system that
The director of TransMilenio reports to the balances the appropriate roles of the private
Mayor’s office via a board of directors. Thus, and public sectors. Instead, most developing
TransMilenio and the municipal government cities begin with one of the four conditions
are able to leverage private sector investment identified in the regulatory cycle. The challenge
and defer a large portion of the financial risks becomes how to transform an existing market
while retaining overall control on the shape of structure into one delivering a cost-effective and
the system. high-quality service. Figure 81 shows a pictorial
The infrastructure for TransMilenio is publicly view of the challenge within the transformation
financed, in the same manner that all other process.
municipal road infrastructure is developed. A a. Transforming a public monopoly
separate public works agency issues the tender In the case of a single public monopoly, the
documents to competitive bidding for the public firm cedes its exclusive control of the
Fig. 80
Bogotá’s TransMilenio
ALCALDIA MAYOR
DE BOGOTA D.C.
has successfully
Planning, management, and quality control combined the best
Public company aspects of both public
and private sector
roles in the transit
system. The public
sector controls quality
and overall system
management while
the private sector
competes through
bidding processes to
build infrastructure
and deliver day-to-day
Infrastructure Busway operations operations.
Private sector Private sector Photos courtesy of TransMilenio SA
and Lloyd Wright
market by allowing private firms to compete. reduce staffing numbers. To an extent, staff
This process implies that the public transit reductions can be mitigated by transfers to
company must somehow be altered to fit the other agencies and by retraining programmes,
new market conditions. Some of the options for but the process of change can be difficult for
such a transformation include: those involved.
Public transit company is privatised through b. Transforming an open market
a transparent selling process, and the new Consolidating the thousands of registered
firm subsequently competes for market access and unregistered small operators into a more
on equal terms with other private firms;
Assets of the public company are sold and the Figure 81: The market transformation process
company is formally dissolved to allow a new
market structure to be shaped in a completely
open manner;
Public transit company relinquishes opera-
tions in the areas with the new BRT system
and instead concentrates on other parts of
the city.
Clearly, to undertake any of these options will
necessitate a certain degree of political will on
the part of political leaders. Public employees
and union leaders will likely oppose such dras- Single public Mixed system Thousands of
tic changes. Since public companies frequently monopoly (competitive informal
market with operators
operate with inefficient levels of employees, the public oversight)
transformed organisation will likely need to Source: Adapted from Meakin (2003)
manageable structure also brings with it con- Assistance can also be given in terms of helping
siderable challenges. Powerful interests will also individual operators form consortium groupings.
likely resist any changes to the existing market An individual operator is unlikely to have the
structure. However, unlike the transforma- necessary resources and skills to bid as a single
tion of a single public entity, the thousands of entity. Instead several small operators will likely
private operators are both difficult to identify as form a consortium arrangement and bid jointly.
well as difficult to organise. Alternatively, a large company or an individual
Inclusion of existing operators in the concessions with sufficient financial resources will seek out
process is important for political, social, and smaller companies to join as partners. In either
functional reasons. Ideally, the operators will case, the smaller operators can be given stock-
have had a participatory role in designing the holder status in the new venture. The operator’s
concessions process in the first place. However, stake in the new enterprise will depend on the
a major first step is the full identification of resources that are being contributed to the
group. Small operators will likely be able to
all existing operators. Unfortunately, not all
contribute the following types of assets:
the operators may be registered with the city’s
transport agency. In Bogotá prior to the BRT Points to the bid team as an existing operator;
system, there were approximately 22,000 regis- Vehicles for use in the system;
tered private bus operators, but it is likely that Vehicles for scrapping (if required in bid
the actual number of buses was closer to 35,000. conditions);
Since the unregistered operators are already Drivers and other staff;
working outside of the city’s regulatory require- Business knowledge.
ments, coaxing these individuals to join the BRT
The value of the small operator’s assets will
development process can be difficult. However,
determine their shareholder status. Operators
the BRT process can be a unique opportunity to
will be able to “shop” their assets to many dif-
bring unregistered operators back into the legal
ferent consortiums in order to realise the best
system. The lure of concession agreements in
deal. Despite the inherently different business
conjunction with operating restrictions on BRT
environment between BRT and informal opera-
corridors can be a strong incentive.
tions, the existing operators may possess many
One option for bringing existing operators into valuable attributes. While their older vehicles
the process is simply to let the incentive struc- will not likely be of use on trunk corridors, it
ture and the market forces guide the outcome. is quite possible that good quality standard
The design of the concessions process can give vehicles can be of use on feeder lines. The older
additional points to bid teams that include ex- vehicles also offer value in terms of meeting any
isting operators. The incentive process can thus requirements for scrapping vehicles. Drivers will
create an environment of active engagement. likely need some re-training in order to achieve
However, the municipality may also wish to new levels of safety and customer service, but
give additional technical support to ensure that their basic skill levels and knowledge of the city
all existing operators are able to participate streets will assist in the transformation process.
fairly in the concession competition. By build- At the end of the bidding process, it is possible
ing the business skills of the operators, the that some existing operators will be left out
municipality will help to bolster individual of the new system. The losing bid teams and
competitiveness as well as improve the quality individuals who did not join a bid team may
of the bidding process. In many instances, the well take actions to thwart the new BRT system.
operators may not even fully understand their These actions may include political pressure, le-
own cost structure. Since the BRT system will gal challenges, and protest. Thus, the municipal-
represent a major professionalisation of their ity may also wish to conduct a post-bid outreach
business, the operators will need new skills in effort with unsuccessful entities. The promise of
accounting, negotiations, technological knowl- future bidding opportunities and further skill
edge, and customer service. training can help mitigate a negative backlash.
Fig. 82 and 83 process will be utilised to determine which A closed system does not imply that one cannot
The photo on the left private firms will obtain concessions to oper- have multiple operators on the same corridor.
shows an “open system” ate on the busway. Firms that do not receive a Bogotá intentionally selects at least two operat-
in Porto Alegre while
the right photo shows a concession are not permitted to operate on the ing firms on each corridor to ensure a degree of
more controlled “closed busway, and many times, are also not permitted competitiveness within the market. In the case
system” in Quito. to operate on the mixed traffic lanes in the same of strikes or operational problems with one of
Photos by Lloyd Wright corridor. This form of operational structure is the operators, there is the leverage of the addi-
known as a “closed system” in which the market tional operating company to compensate.
is restricted only to firms that are successful in Open systems require relatively few changes in
the bidding process. the operating structure of the transport compa-
Alternatively, the busway can be open to all nies. In cities such as Kunming (China), Porto
existing operators without any significant Alegre (Brazil), and Taipei (Taiwan), the use
restrictions based on vehicle numbers or routing. of an open system has avoided the need for any
In this scenario, the operators continue in much painful re-structuring of the industry. Bogotá
the same business structure as before but with also operated an open system prior to the devel-
improved infrastructure. This option is known opment of the TransMilenio system. In an open
as an “open system” (Figure 82). system, buses operate in a similar manner to the
Cities such as Bogotá and Curitiba operate as situation before the busways. Fare collection is
closed systems by limiting entry to qualified done on-board the vehicles with the revenues
private firms. Quito also operates closed systems being retained by the operators. The only major
on its Trolé and Ecovía corridors (Figure 83). improvement comes in terms of travel times and
Bogotá is perhaps the most complete example the smoothness of the ride due to the presence
of a closed system utilising a full competitive of the segregated busway.
structure. In general, open systems tend not to be as
coordinated and as efficient as closed systems
Fig. 84
precisely because no meaningful re-structuring
When bus companies
“compete in the market”, of the industry has taken place. The relative lack
there may be incentives of control over the movement of vehicles implies
for speeding or reckless that congestion can occur along the busway.
driving in order to Aggressive behaviour amongst drivers is limited
steal passengers from due to the physical design of the segregated
competitors. The photo
shows a bus passing lane, but nevertheless the lack of cooperation
another vehicle and amongst drivers can result in some gaming
avoiding just barely a tactics and dangerous driving (Figure 84).
head-on collision in
Beijing (China). Open system structures can be preferred when
Photo by Lloyd Wright only a small portion of a BRT system is being
developed in the initial stages. In such cases, agencies to large transport departments that
the buses are only on the busway for a relatively oversee all forms of public and private transport
short distance prior to switching to more con- (Table 24). Further, these institutions can
ventional roadways. Some new systems, such as be either highly autonomous from the local
Delhi (India), are opting for open systems due to government or closely controlled by elected
both the incremental nature of the projects and officials and civil servants. The responsible level
the lack of sufficient political will to achieve a of government for a transit system is often local
full closed system. Table 23 compares the rela- in nature, but the system can also be controlled
tive advantages of both closed and open systems. in some instances by provincial governments
or even national ministries. Finally, the institu-
3.5.2 Institutional and regulatory tional oversight of a BRT system can be imple-
structure mented through an existing agency or through
The supporting institutional and regulatory a newly created organisation.
structure can either create an environment of
efficiency and transparency or lead to misplaced
incentives and even corruption. The “public” Table 24: Institutional options
side of an effective public-private partnership Type of institution Description
will play a pivotal role in developing and main-
taining a competitive transit environment. Transport department Large entity with a wide range of regulatory and
management responsibilities; typically reports directly
However, there is no one answer to an effec- to city political officials
tive institutional structure since the existing Transport authority Organisation with wide oversight on all public
agencies, historical precedents, geographical transport activities; frequently given autonomous
coverage of the system, and the local political status through a board of directors
dynamics will all shape the likely outcome. The Specialised transport Smaller organisation with a focused mandate;
options range from relatively focused specialised agency typically reports directly to city political officials
In general, transport institutions can have a responsibilities all within a single organisation
range of responsibilities, including: (Meakin, 2002b). London and Singapore also
Policy-making and setting standards provide examples of the advantages of transport
Regulation planning across an entire metropolitan area.
Planning and design In other urban conglomerations that consist
of multiple municipalities it is often difficult
Project implementation
to achieve a coordinated transit plan if each
Operational management municipal government has its own planning
Financial management processes. The single entity approach also
Contracting and concessions enables London and Singapore to address car
Regulation restraint measures, public transport, and traffic
Administration management activities in an integrated planning
process and in a unified bureaucracy. However,
Marketing
a single transport institution does bring its own
At some level, each of these activities will need challenges. Large organisations can be more
to be addressed by a governmental institution. complex and more difficult to manage. With a
However, whether the entity is organised as a range of priorities, a large institution may not
single institution or several different institutions have the same focus on BRT as a more special-
depends greatly upon local political circumstances. ised agency. In some instances, large organisa-
A single transport institution avoids many of the tions are also less responsive to market demands.
inter-organisational conflicts that can otherwise By contrast, in cities such as Bogotá and
occur. Rather than risking battles over each Curitiba, the BRT systems are overseen by
organisation’s turf, a single institution removes smaller, fairly specialised organisations. In such
much of this conflict. An organisation such as instances, different aspects of BRT development
Transport for London (TfL) has a wide range of and operation can reside in different organisa-
coordinating activities across the entire London tions. In Curitiba, the planning and develop-
metropolitan area. Prior to TfL’s creation in ment of the transport master plan resides with
2002, transport was largely the responsibility of the Institute of Urban Research and Planning
London’s many local boroughs. Unfortunately, of Curitiba (IPPUC). Another organisation,
such an arrangement did little to foster coherent Urbanisation of Curitiba (URBS), is responsible
plans for systems that crossed borough bounda- for the actual implementation and management
ries. Although TfL contracts private firms for of the BRT system.
infrastructure development and operations, the
Bogotá created a new entity, TransMilenio SA,
public organisation maintains a wide range of
to oversee the development and operation of its
responsibilities, including the following areas:
BRT system. TransMilenio SA was formed as
London bus system
a “public company” which reports to the city’s
Underground system mayor through a board of directors. Other
Light rail lines more traditional governmental departments
Walking and cycling also play a significant role in Bogotá’s BRT
Congestion charging system, but the new public company has taken
Taxi regulation a lead in terms of ensuring efficiency and an
entrepreneurial approach. TransMilenio’s board
Traffic management
consists of ten directors who are derived from a
Maintaining major roadways cross-sectional representation of interested par-
River services ties. The city’s Mayor or a representative of the
Internally, TfL organises around different divi- Mayor acts as the board’s chairperson. Included
sions such as “street management” and “London in the board are non-governmental organisa-
buses”, but overall, TfL is a single entity. In a tions and citizens groups who are able to better
similar fashion, the Land Transport Authority provide a customer perspective. The current
of Singapore holds a wide array of transport TransMilenio board even includes an opera
singer. Many of the related agencies, such as the Figure 85: Transport institutions in Bogotá
transport regulator and the public works agency,
also are represented on the board in order to
assure coordination between all governmental �����
organisations. In summary, the groups and ���������
individuals included in the TransMilenio board
of directors are:
Mayor of Bogotá;
Secretariat of Transit and Transport (trans- ������������� ���������������
���������� ������������
port regulator); ����� ������������
����������� ��
����������� ���������
Institute for Urban Development (IDU);
Civil society representative (from academia or Municipal Municipal Institute; Municipal agency; Public company;
department; Designs and Regulates Manages the
elsewhere); Develops master implements transport transport operations of
transport plan Infrastructure operators BRT system
Civil society representative (from transport or (i.e., public works)
environmental NGO);
Municipal Department of Planning;
National Department of Planning; Despite the relative efficiency of a small public
company like TransMilenio, such specialised
Municipal Secretariat of Finance.
entities do bring with them other challenges.
Board meetings are also attended by the Gen- TransMilenio SA has interfaced well with the
eral Manager and Assistant General Manager of city’s transport regulator and public works
TransMilenio SA. The staff do not have a vote department, but in other cities, conflicts
but are there to answer questions that may arise. between such organisations can stifle progress
The Board of Directors is also served by finan- on transit initiatives. Disagreements and “turf”
cial and accounting specialists who can evaluate conflicts can over-ride other shared values
financial audits of the system. between agencies. Further, when problems arise, Fig. 86
each organisation can blame the other without Poor design and
TransMilenio SA focuses upon mostly on the construction techniques
operational and contracting aspects of manag- anyone taking responsibility. A recent problem resulted in the early
ing the BRT system. The organisation is also with material failures on the concrete busways failure of the concrete
involved in planning and financial aspects of in Bogotá demonstrated the ease in which busway along Caracas
responsibility can be denied amongst a complex Avenue in Bogotá. The
the system but in coordination with other agen- lack of contractual and
group of actors (Figure 86).
cies. Specifically, the city’s Institute for Urban administrative clarity
Development (IDU) holds responsibility on However, Bogotá’s introduction of a new or- resulted in multiple
delivering the system’s infrastructure. In many ganisation, TransMilenio SA, provided a crucial parties blaming one
catalyst to innovation. Trying to implement another with no one
cities, this responsibility is given to a “public assuming responsibility.
works” department. Bogotá also has a Secre- a radically different transit product through Photo by Carlos Pardo
an existing entity can be difficult. Entrenched that the firms are properly motivated to achieve
mindsets and vested interests can stifle the high levels of service.
creativity required to develop a bold new ap- A successful incentives process will likely evoke
proach such as BRT. Thus, by bringing together the following qualities:
an entirely new team with a fresh perspective,
Transparency
Bogotá created something quite special. For
other cities, the development of a new institu- Clarity
tional entity may also be necessary in order to Simplicity
avoid established agencies that have a reputation Integrity
for inefficiency and corruption. It would be Risk
unlikely to be able to create a major new initia- Transparency and clarity refer to the develop-
tive in such an environment. Further, given ment of a contracting and concessions process
the legal and political difficulties in re-shaping that is open and fair to all. The bidding proc-
existing agencies and replacing civil service staff, esses should be well-advertised to attract as
changing the existing agency structure and many participants as possible. There should be
mindset may not be realistic within the confines no perception that any one participant has any
of a relatively short political term. inherent advantage over another. The rules and
London and Bogotá possess widely different in- process should be clear and specific enough
stitutional arrangements to oversee their transit that misunderstandings are minimised. Dates
services. While TfL is a broad-based organisa- for submission of bidding documents should be
tion with multiple roles and TransMilenio is chosen to give a fair opportunity for all.
a smaller, more focused public company, both Incentives work best when the opportunities for
organisations have achieved considerable success. “gaming” the system are minimised. Ideally, the
The lessons from London and Bogotá show that right incentives will directly lead to competitive
while the form of the institutional structure is behaviour in a positive environment. Simplicity
highly dependent on local circumstances, bus in the structure of the incentive scheme can
priority measures can succeed in a variety of thus contribute to an environment of contrac-
institutional forms when innovation and com- tual clarity. However, simplicity does not mean
petitiveness are introduced. that contracts and concessions documents will
lack the needed legal rigour. Rather, the docu-
3.5.3 Incentives for competition ments should not be so overly complex that
3.5.3.1 Qualities of a successful incentive misunderstandings occur or that opportunities
scheme for gaming arise.
The right set of financial incentives can encour- The integrity of the competitive process im-
age contractors and concessioned firms to oper- plies that the contracts will be honoured and
ate a BRT system at the highest levels of quality respected. For instance, a change of political
and performance. The wrong set of incentives leadership should not suddenly mean that
will cause operators to compete against each contracts are forcibly negated or re-negotiated.
other in a manner that risks financial sustain- Maintaining the process’ integrity does not
ability and customer safety. The success of BRT entirely mean that the contracts are completely
systems such as Bogotá and Curitiba owe much inflexible. Opportunities for re-negotiation can
to achieving an incentive structure that is a win be explicitly included in the contractual lan-
for the operators, a win for the municipality, guage. However, any such re-negotiation, stem-
and most importantly, a win for the customer. ming perhaps from extraordinary circumstances,
For a “closed” type BRT system, incentive should involve open and fair procedures.
mechanisms can be erected in at least two dis- Risk is an important part of ensuring opera-
tinct areas. First, an incentive bidding scheme tors and contractors are properly focused upon
can be established to determine which operators providing a quality service. The element of risk
should be allowed to gain access to the system. implies that if operators fail to perform, there
Second, once the operators are in place, “quality will be financial penalties and/or even removal
incentive contracting” can be utilised to ensure
from the system. Without risk, the leveraging In Leon, the consortium operates both the
ability of the municipality to control system trunk corridors and the feeder services. How-
performance is greatly compromised. ever, the distribution of revenues is handled dif-
ferently for each route type. Fares are not inde-
3.5.3.2 Non-competitive examples
pendently collected but rather handled directly
The introduction of a BRT system is the perfect by the consortium. Even though the system
time to initiate a highly competitive structure has an integrated ticketing system and a single
for public transport operations. The new system fare, fares collected by the feeder buses are kept
can be a discernible break from the past and a by the feeder bus operators. The income of the
legitimate time to consider other options. Un- feeder operators is thus based on the number
fortunately, many cities do not avail themselves of passengers. The fares collected on the trunk
upon such an opportunity. corridors are deposited into a fund established
Despite the overwhelming advantages of by the consortium. Funds are reportedly distrib-
competitive structures, cities such as Quito, uted to trunk operators on a basis of number of
Leon, and Jakarta have elected to essentially kilometres travelled. However, since the pay-
ment system is not transparent, the exact nature
“grandfather” the rights of existing operators
of the revenue distribution scheme is unclear to
into the new BRT system. The results are quite
the municipality and the public.
predictable. On Quito’s Ecovía corridor, the
existing operators formed a joint consortium Besides the non-transparency and lack of
(called TRANASOC) and were given exclusive competitiveness within the system, the market
rights to provide services for a ten-year period. design also has negative consequences for qual-
The operators were also essentially given free ity of service. Since the feeder operators only
financing on the new articulated vehicles since keep the fares that they collect, they only have
an incentive to serve customers during the
the municipality purchased the vehicles with
morning commute. On the return trip in the
public funds.
afternoon, the trunk line operators are collect-
In Quito, the operators are to repay the ing the revenues. Not surprisingly, then, the
municipality for the vehicles using revenues feeder companies provide very little service in
collected from the system. Unfortunately, fare the afternoons, and thus make the trip home
collection is done directly by the operators so a relatively unpleasant and difficult experience
the municipality actually has little knowledge for the customer. The City is trying to fix the
on actual passenger counts and revenues. Quite problem by creating a compensating fund.
worryingly, the operators’ repayment of the However, the only influence that the City and
articulated vehicles is tied to profit guarantees the State have over the regulation of the system
related to the number of passengers. Clearly, the is through a Technical Committee of the Coor-
operators have a strong incentive to underesti- dinadora de Transporte.
mate passenger and revenue numbers in order to Given the predictable results of manipulation
minimise any repayment of the vehicles. and inefficiency, why do municipalities choose
Leon’s BRT structure is likewise skewed to- uncompetitive structures such as those in Quito,
wards rewarding existing operators rather than Leon, and Jakarta? Principally, the reason is a
overall efficiency. Like Quito, existing operators lack of political will. Municipal officials are not
formed a monopoly consortium, in this case willing to entertain the possibility that some
existing operators could lose their operational
called the Coordinadora de Transporte. The
rights along a particular corridor. The resulting
municipality acquiesced to the consortium’s
upheaval from disgruntled operators could have
demands for full monopolistic rights of opera-
political consequences.
tion. The consortium’s operating rights to the
system also does not have a termination date, However, the choice between appeasing existing
implying a monopoly in perpetuity. However, operators and creating a competitive environ-
on the positive side, the consortium did invest ment is a false one. It is possible to design a
directly in new vehicles. system that gives an adequate opportunity to
the existing operators without compromising directed at both quality and low cost. In reality,
the overall competitive structure. Bogotá used its incentive structure to achieve a
variety of objectives:
3.5.3.3 Competitive bidding
Cost-effectiveness;
a. Trunk corridor bidding
Investment soundness;
The competitive bidding process ensures that
firms offering the best quality and most cost-ef- Environmental quality;
fective services are invited to participate in the Opportunities for existing operators;
new BRT system. A bidding process can also Local manufacturing of vehicles;
do much to shape the long-term sustainability International experience and partnerships.
of the system. Competition is not just reserved Bogotá’s competitive bidding process provided
for trunk line operators as other aspects of a the incentives to completely modernise its
BRT system can also benefit, including feeder transit system by encouraging modern vehicles,
services, fare collection systems, control centre wider company ownership, and sector reforms.
management, and infrastructure maintenance. The principle mechanism in Bogotá was the use
The bidding process developed by Bogotá’s of a points system to quantify the strength of
TransMilenio stands out as one of the best bidding firms. By carefully selecting the catego-
examples of providing a competitive structure ries and weightings within the points system,
Table 25: Points system for bidding on TransMilenio trunk line operations
Points
Factor †
Description Eligibility Minimum* Maximum**
Legal capacity Bidding firm holds the appropriate credentials
X - -
to submit a proposal
Economic Bidding firm holds the minimum amount of net
X - -
capacity owner’s equity to submit a proposal
Passenger public transport fleet in operation 30 150
Experience in Specific experience providing passenger 50 250
operation services in Colombia
International experience on mass transit 0 50
projects
Economic
Offer price per kilometre to operate the service 0 350
proposal
Right of exploitation of the concession
Proposal to Valuation of the share given to TransMilenio SA 21 50
the city from the revenue of the concessionaire
Valuation of the number of buses to be 14 50
scrapped by the concessionaire
Composition Share of company’s stock held by former small 32 200
of equity bus operators
structure
Environmental Level of air emissions and noise; disposal plan
0 200
performance for liquid and solid wastes
Fleet offered Size of fleet X - -
Manufacture origin of the fleet 0 50
Total (1350 points possible)
†
If the proposal meets all the requirements, then the proposal will be categorised as ELIGIBLE.
* If the proposal is below any given minimal value, then the proposal will be categorised as NOT ELIGIBLE.
** If the proposal does not meet the established range, then the proposal will be categorised as NOT ELIGIBLE.
TransMilenio shaped the nature of the ultimate The “economic proposal” is perhaps the most
product. Table 25 provides a summary of the important bid category in terms of creating
bidding categories and weightings. incentives for system that is cost-effective in
The points system was used in a way that re- operation and affordable to the majority of the
warded inclusion of the existing operators, but population. The bid process ensures that firms
the design also provided an impetus to con- closely analyse their cost structures to be as
solidate small operators into more manageable competitive as possible.
groupings. TransMilenio established eligibility The salaries, office space, and other costs of
criteria that mandated a certain minimum the public company, TransMilenio SA, are not
working capital and firms to be legally incorpo- funded through municipal payments. Instead,
rated as formal businesses. These requirements the public company receives a portion of the
prompted small operators to seek out partners system revenues. Thus, in the bidding process,
and to professionalise their business. Bid catego- the interested private firms must state what
ries such as the equity contribution of previous percentage of operating revenues will be given
operators and the experience level on a particu- to TransMilenio SA.
lar corridor gave value to the inclusion of the In order to help eliminate the more polluting
existing operators. However, the participation vehicles from the city, the private firms also
of the existing operators was not assured, as was bid on the number of old vehicles that they are
the case in Quito and Leon. This uncertainty willing to destroy. The older vehicles are to be
provided the necessary risk to drive a more physically scrapped so that these vehicles do not
competitive offering. simply move to another municipality. In some
The “economic capacity” category refers to the instances, the private operators will be able to
ability of the company to provide a minimum scrap their own vehicles. In other cases, it will
equity level as an initial investment. The be more economical to “buy” older vehicles
minimum equity level is equal to 15 per cent of from others. The idea is to find the lowest cost
the total value of the buses being offered to the vehicles to destroy. Since the lowest-cost vehicles
system. The minimum owner’s equity is defined also tend to be the oldest and most polluting,
by the formula: the incentive works well in achieving its goal
Fig. 87
of reducing the over-supply of outdated
Bidding operating
Mininum Owner’s Equity = NMV x US$ 200,000 x 15% vehicles. The vehicle scrapping process is companies in Bogotá
NMV = Maximum number of buses offered to the system quite formal. The older vehicles must be received additional
taken to a designated scrapping facility points for agreeing
where a legal certification is awarded to scrap older, more
once the vehicle is destroyed (Figure 87). polluting vehicles.
The value of US$ 200,000 is the approximate Photo courtesy of TransMilenio SA.
cost of an articulated bus, based on the specifi-
cations required by TransMilenio SA.
“Experience in operation” refers to the bidding
firm’s direct experience in providing public
transport services. The experience can be in
Bogotá, the greater metropolitan area, or in
another Colombian city where vehicles of more
than ten passengers are utilised. Companies are
also awarded for partnering with international
transport providers. For example, the principal
transport operator in Paris, RATP (Régie
Autonome des Transports Parisiens), is a partner
with one of the TransMilenio operating firms.
The idea is to encourage a sharing of knowledge
that will improve the performance of the local
operators.
The process is designed to avoid any corruption facturers in Latin America are even producing
or any “leakage” of vehicles to other cities. Euro III vehicles.
The bidding firm’s equity share held by small The bidding process also encourages the vehicle
operators is a key incentive to encourage the par- manufacturers to develop fabrication plants
ticipation of existing operators. This bid category in Colombia. Local fabrication of vehicles is
essentially gives value to these small operators awarded additional points. This item is not a
and their existing resources. The bidding firm requirement, but does bring benefit to bidding
receives more points for the higher number of firms that can secure local fabrication. Thus,
shares owned by small bus operators. During the bidding process does not require local
the negotiations between the bidding firms and manufacturing in a draconian manner. Instead,
the small operators, the existing assets of buses, the positive reinforcement of bidding points
drivers, and capital held by the small companies helps to instil a market-based outcome. To date,
will likely determine their equity stake. much to the credit of TransMilenio’s existence,
two major international bus manufacturers
The “environmental performance” of the bid
have established production sites in Colombia.
refers to the rated air emissions and noise levels
Marco Polo in conjunction with two local firms
expected from the provided vehicle technolo-
has built a fabrication plant in Bogotá (Figure
gies as well as the expected handling of any
88) while Mercedes has built a plant in the
solid and liquid waste products. In the case
Colombian city of Pereira.
of Bogotá, the initial minimum standard for
tailpipe emissions is Euro II standards. With Bogotá’s competitive bidding process has been
time, this requirement will increase to Euro IV. successful in selecting operators who are most
However, firms offering Euro III technology or capable of delivering a high-quality product.
higher can gain additional bid points for doing Table 26 summarises some of the characteristics
so. The bidding process thus offers an in-built from the successful bids for Phase II trunk lines
incentive to not only meet minimal standards, of TransMilenio.
but encourages firms to go much higher. In The successful bids in Table 26 indicate dif-
turn, this incentive creates a dynamic environ- ferent strategies by each firm. Interestingly, all
ment to push vehicle manufacturers to provide firms entered the same price level and the same
improved products. Prior to TransMilenio, Euro sharing of revenues to TransMilenio. The selec-
II technology was difficult to obtain in Latin tion of these values is not due to collusion or
America since the manufacturers produced such coincidence. Instead, these values are the me-
vehicles predominantly for the European, North dian of the allowed range. The column “vehicles
American, and Japanese markets. Now, with to scrap” indicates the number of older vehicles
the incentives from TransMilenio, some manu- that each company is willing to destroy for each
Fig. 88
The competitive bidding
system in TransMilenio
rewarded additional
points to firms that
included locally
manufactured vehicles.
The photo shows a bus
manufacturing site
that has been opened in
Bogotá.
Photo by Lloyd Wright
* The “Revenues to TransMilenio” column represents the amount of revenues that the bidding
firms are willing to give to the public company (TransMilenio SA) in order to manage the system.
II bids for feeder services. It is unlikely any sort Once again, Bogotá provides an excellent
of mandatory grouping could have derived such example of how quality incentive contracting
a large consortium. The power of the market in can be used to motivate operator performance.
conjunction with a well-designed bid process However, many cities other cities, such as Lon-
can provide significant motivation to achieve don and Hong Kong, also make use of quality
desired results. incentive contracts in their bus operations. In
the case of Bogotá’s TransMilenio system, poor
The duration of the concession contract has also
performing operators can experience revenue
played a pivotal role in influencing the results of
reductions of up to 10 per cent of the operator’s
Bogotá’s bid process. A long concession period
monthly income. Further, in extreme cases, an
increases the value of the contract and thus
operator can even lose the concession for con-
increases the quality and quantity of the bids.
sistently unacceptable services.
However, if the concession period is too long,
then the municipality’s flexibility with future Since TransMilenio operators are paid based
changes becomes limited. Further, a long conces- upon the number of kilometres travelled,
sion period can have a negative effect on competi- penalties for poor performance are imposed by
tion since it creates a long-term oligopoly for reducing the number of kilometres assigned to
the successful firms. In the case of Bogotá, the the operator. The basis for fines and penalties
duration of the concessions match the estimated are explicitly set out in the initial contract. Areas
useful life of the new vehicles. Each successful covered in the quality incentive contract include
firm thus receives a concession for ten years. maintenance practices, customer service, driver
safety, administrative practices, and environmen-
The ten-year concession period also applies to tal performance. Table 28 summarises the types
the feeder services. During Phase I of Trans- of infractions and their associated penalties.
Milenio, the feeder operators only received a
In some instances where public safety is com-
concession for a period of four years. The trunk
promised, TransMilenio SA will also directly
operators still had a ten-year concession during
impose penalties upon the drivers in addition to
Phase I. The longer concession in Phase II for
fining the operating company. Thus, violations
the feeder companies reflects increased expecta-
such as driving at excessive speeds or disobeying
tions for these firms in terms of vehicle tech-
traffic signals can result in driver suspensions or
nology and service quality. By giving a longer
termination of employment (Table 29).
concession period, the operators are able to
purchase new vehicles and amortise the vehicles The public company, TransMilenio SA, is re-
over the course of the contract. sponsible for monitoring and evaluating compli-
ance with contractual norms. Inspections occur
3.5.3.4 Quality incentive contracts (QICs) both randomly and within periodic schedules.
The competitive bidding process ensures that Some violations can also be detected through
the most able and most cost-effective companies the GPS system. Control centre staff can record
will participate in the BRT system. Likewise, average speeds and vehicle movements, and
though, it is important to develop the right thus staff can determine when speeding or other
incentives to ensure continued high-quality vehicle violations occur.
service in the system’s operation. A “quality Ninety percent of the fines and penalties are
incentive contract” is an effective mechanism collected into the “Fines and Benefits Fund”
to encourage operators to deliver excellence in while the remainder is retained by Trans-
service. In essence, a quality incentive contract Milenio SA. The “Fines and Benefits Fund” is
stipulates how an operator’s performance is tied then periodically distributed to the highest-per-
to its financial compensation. If an operator forming operator. Thus, the scheme provides a
fails to perform properly in certain aspects of double incentive to avoid poor performance by
its service, then the firm will incur penalties first penalising poor quality service and then
or deductions in its payments. Likewise, a firm rewarding excellence. In addition, since the
that exceeds service expectations can actually be penalised operators also forfeit a certain number
rewarded with additional payments. of kilometres serviced, the well-performing
operators also gain by receiving increased serv- the operating company. In turn, the projected
ice allocations. profitability will affect the amount of invest-
Penalised operators do have some recourse to ment the operating company is willing to make
contest unwarranted fines. If the operators feel towards the system. Longer concession periods
that the penalties have been imposed unfairly, will thus tend to increase both profitability and
an appeal can be presented during the weekly investment levels. However, longer-term conces-
meetings that take place between the operators sions have the negative effect of reducing the
and TransMilenio SA. If the other operators public sector’s flexibility and control over the
and TransMilenio SA concur that the fines were future direction of the system. Very long-term
unwarranted, then the amount of the fine is concessions can result in monopolistic behav-
returned. iour that ultimately reduces system quality.
Thus, the optimum duration for a concession
When applied fairly, a system of quality incen-
contract will be such that it provides sufficient
tive contracts provides a powerful tool in moti-
time for a profitable operation but does not
vating high-quality service from operators. By
impair future flexibility and competitiveness.
selecting the appropriate measures and follow-
ing-up with a rigorous inspection regime, opera- In Bogotá, the ten-year concession period is
tors will be given the right level of incentives to equated to the expected life of the new transit
remain focused on providing a quality product. vehicles. By allowing the operators to fully
amortise the vehicles over the life of the period
3.5.3.5 Duration of concession contracts of the concession contract, the lowest cost
The duration of the concession contract affects structure is achieved. A shorter period would
the potential profitability of the service for place additional risk on the operators who may
not have use for the under-utilised vehicles if of operating costs in order to properly distribute
they were not successful with a future conces- revenues between operators, fare collection
sion. A longer period would either mean that firms, and system administrators. System
new vehicles would need to be purchased within designers must also be explicitly aware of the
the concession, or that pressure would be placed magnitude of operational cost components in
on the city to permit operation of older vehicles. order to properly set fare levels.
The optimum concession length will vary by 3.5.4.1 Operating cost elements
local circumstances and the project’s specific cost
Operating costs can be divided into both fixed
analysis. Acceptable vehicle ages and amortisa-
and variable components. The fixed portion
tion rates will vary. However, the over-riding
includes the cost of capital and the depreciative
principal is to select a contract duration that
maximises competitiveness and cost effectiveness. value of the rolling stock (buses) assets. Ad-
ditionally, there will be fixed costs associated
3.5.4 Operational cost analysis directly with system operation such as the salary
Once a framework for the business structure of drivers, mechanics, and administrative staff.
has been determined, the information from Variable costs will include such operational con-
section 3.4 (operations) can be integrated to sumables such as fuel, tires, and lubricants as
derive an initial operational cost analysis. The well as maintenance items. Table 30 provides a
calculation of system operating costs will be summary of operational cost components along
significant not only for determining tariff levels with sample values from Bogotá’s TransMilenio
but also for defining incentives and profitability system. The values shown in Table 30 will vary
with operators. Systems in cities such as Bogotá greatly, depending on local circumstances. For
and Curitiba depend upon a strict calculation example, labour costs in developing cities may
Table 30: Operational Cost Components of BRT
Consumption
Item Measurement units
per vehicle
Repayment of Capital
Vehicle depreciation % of value of vehicle / year 10%
Cost of capital Effective annual interest rate on invested capital 15%
Fixed Operating Costs
Driver salaries Employees / vehicle 1.62
Salaries of mechanics Employees / vehicle 0.38
Salaries of administrative Employees / vehicle 0.32
personnel and supervisors
Other administrative expenses % of variable costs + maintenance + personnel 4.0%
Fleet insurance % of value of vehicle / year 1.8%
Variable Operating Costs
Fuel Gallons of diesel / 100 km 18.6
m3 of natural gas / 100 km 74.0
Tires
- New tires Units / 100,000 km 10.0
- Retreading Units / 100,000 km 27.6
Lubricants
- Motor Quarts of gallon / 10,000 km 78.9
- Transmission Quarts of gallon / 10,000 km 4.5
- Differential Quarts of gallon / 10,000 km 5.8
- Grease Kilograms / 10,000 km 3.0
Maintenance % of value of vehicle / year 6.0%
Source: TransMilenio SA, Bogotá, Colombia, June 2002.
be in the range of 10 percent to 25 percent from the standpoint of public versus private
of total costs. By comparison, labour costs in investment. The public sector generally provides
developed cities can range from 35 percent to 75 the capital investment just as it typically funds
percent of total costs. roadways for private automobiles. Many BRT
The values presented in Table 29 are used to systems utilise private operators to cover operat-
calculate an overall operating cost per kilometre ing costs, and thus such operators obtain access
for the system operators. This value is the basis to revenues from fare collection. Some costs,
for the renumeration given to the concessioned such as vehicles and fare collection equipment,
firms providing the transit services. do not automatically fall into either category,
and thus the assignment of these costs can
When comparing such operating cost values depend upon local circumstances.
between mass transit modes (e.g., BRT with
rail), one must be certain that a like for like There are instances when some elements of
comparison of variables is being made. BRT sys- the BRT system may be strategically moved
tems typically amortise vehicle purchase costs between capital and operational cost categories.
Typically, this situation arises when fare afford-
within the operating cost calculation while
ability in lower-income countries becomes a
rail systems sometimes list rolling stock as a
significant issue. For example, many African
capital cost. Further, because of rail’s high cost
nations have per capita incomes of US$ 200 or
structure, certain maintenance and replacement
less. Since the cost of vehicles and fare collec-
part items are sometimes capitalised. To make a
tion equipment will likely not be appreciably
correct comparison, adjustments will need to be
different between a low-income and middle-
made to ensure capital and operating costs are
income nation, the costs of such equipment can
appropriately categorised. put significant pressure on total operating costs
The initial analysis of operating costs will de- in low-income nations. Thus, moving some of
pend on many assumptions about the ultimate these costs to the capital cost category can help
design and operation of the system. Undoubt- permit reasonable fare levels without the need
edly, these factors will change as the planning for operating subsidies. In general, it is quite
process progresses. Further, the initial estimation desirable to avoid operating subsidies since
may also utilise base values from other cities the subsidy process adds much administrative
that may not be wholly applicable to the local complexity to the system, as well as creates op-
situation. Nevertheless, the initial analysis of portunities for the misappropriation of funds.
operating costs provides an important first step However, moving equipment purchases to the
in understanding the potential financial viability capital cost category can bring with it some
of the system. As the planning process continues, unintended consequences. In general, it is best
a feedback loop between design and operating to have the companies utilising the equipment
costs can help the decision making process. to pay for it and to maintain it. Companies that
3.5.4.2 Capital costs versus operating operate buses that they do not purchase or do
costs not own the vehicles will tend to not maintain
the vehicles properly. These companies may also
In general, the division between capital costs
not pursue the most cost-effective models at the
and operating costs are quite clear. The capital
time of purchase. Thus, public procurement of
costs represent the initial investment required to
equipment can result in many misplaced incen-
establish the system. Thus, infrastructure costs
tives. A compromise to such circumstances is for
fall into the category of capital costs. Operat-
the public sector to share costs with the private
ing costs refer to those costs that occur during
sector. For example, the public sector may
the operation of the system over the life of the provide 50 percent of the vehicle cost while the
infrastructure. Thus, labour, fuel, and mainte- private firm must pay off the other 50 percent
nance costs typically fall into the category of through fare revenues. In this way, the private
operating costs. firm still has an incentive to properly maintain
In most BRT systems, the classification of for the vehicle, but the reduced cost means that
capital costs versus operating costs is important pressure on cost recovery is lessened.
the BRT infrastructure (busways, stations, stances change. Longer concession periods
etc.) may be another area where costs can be can thus result in oligopolistic behaviour that
moved from public responsibility to the private ultimately reduces the quality of the service.
sector. System maintenance is most commonly
performed by a public entity. However, on some 3.5.5 Tariff options
busway corridors in Sao Paulo (Brazil), the Tariff levels will greatly determine the ultimate
private operators are providing the maintenance size of the customer base and the segments of
of the stations and roadways. The private opera- society that can afford to use the system. The
tors agreed to the provision of road and station tariff levels will also determine the financial
maintenance in exchange for a longer-term stability and sustainability of the overall system.
concession. Previously, the operators paid 15 Fortunately, the relative cost effectiveness of
percent of their revenues to the public transit BRT compared to other mass transit options
authority (EMTU) to provide roadway main- means that operating subsidies are typically not
tenance. The public entity, though, delivered necessary, even with readily affordable fares.
relatively poor maintenance services. The result- The avoidance of public subsidies can greatly
ing poor quality of the roadways meant that the simplify system management as well as reduce
vehicles would incur higher maintenance costs. the continual need to justify a system’s financ-
Thus, an agreement was reached in which the
ing with public officials and the electorate.
private operators would be responsible for infra-
structure maintenance. Since the operators’ own 3.5.5.1 Tariff levels
operating costs are affected by the quality of the The actual tariff charged to the customer will
infrastructure, they have a significant incentive depend upon many factors and decisions. Most
to maintain it to higher standards. importantly, the cost levels of operating the
The Sao Paulo example, though, is relatively system are a principal consideration. To avoid
rare. While private operator responsibility for the need for an operational subsidy, covering
these basic costs is essential. Thus, a starting Thus, as noted, an initial estimation of potential
point for considering tariff levels is an analysis tariff levels can be achieved through an initial
of operational costs (see section 3.5.4). To the calculation of operating costs (see section 3.5.4),
extent possible, most developing cities structure an analysis of tariff levels with existing services,
BRT systems to avoid operating subsidies. By and an understanding of affordability levels for
avoiding subsidies, the city is also avoiding different segments of society.
the complexity and added costs of managing 3.5.5.2 Tariff types
a subsidy scheme. Further, the appearance of
There are two types of tariffs used in the fare cal-
subsidies generally creates a negative public
culation process. The first is the “customer tar-
perception on a system that is unable to pay its
iff”, which is the fare price seen by the customer.
own way. Few developing cities are equipped
The second tariff is the “technical tariff”, which
to commit to long-term transport subsidies, reflects the actual cost per passenger of operating
especially in the face of other basic needs such the system. In the case of Bogotá’s TransMilenio,
as education, electricity, health care, water, and the customer tariff is slightly higher than the
sanitation. Thus, a viability test for a new public technical tariff. This difference occurs because
transport system is whether expected operating TransMilenio also generates what is known as a
costs can be covered by the proposed fare level. “Contingency Fund” (equation 4).
Equation 4
Contingency fund = Revenues based on customer tariff – Revenues based on technical tariff
Of course, affordability is also a primary con- The contingency fund is designed to handle
sideration. If the proposed fare levels consume unexpected events such as unusual low levels
a large percentage of the daily income of of service demand, extended hours of opera-
low-income citizens, then the system will fail tion, terrorism and vandalism, and problems
to deliver its social development objectives. The associated with hyperinflation. In general, the
elasticity of demand for low-income groups can customer tariff will be greater than the techni-
cal tariff, and thus the contingency fund will
be quite high. Low-income residents may not
build up a positive balance. When unforeseen
place a high premium on reduced travel times,
circumstances occur and the technical tariff
and thus may continue to utilise lower-cost
exceeds the customer tariff, then proceeds from
options even with the improvements presented the contingency fund will be drawn upon for a
by a BRT system. Nevertheless, some price temporary period. If the changed circumstances
premium can be acceptable, especially if the become permanent, then an increase to the
proposed BRT system is providing a significant customer tariff can be expected in order to
improvement over existing informal services. ensure the financial stability of the system.
In the case of Bogotá, the city permitted the ex- Figure 91 graphs the customer tariff and the
isting operators to increase fares one year prior technical tariff for Bogotá’s TransMilenio
to the introduction of the TransMilenio service. system for the system’s first 22 months of
While the population was not entirely pleased operation. As expected, the customer tariff is
with the increases, in general, any displeasure generally greater than the technical tariff. As
was directed at the private operators and not the technical tariff has increased with time, the
the municipality. Thus, when TransMilenio was customer tariff has also increased in order to
finally introduced into operation, the cost was maintain a comfortable margin. The graphic
also demonstrates the difference in fluctuations
approximately the same as the existing services.
between each tariff types. The customer tariff
In other cases, such as Quito, the BRT service
only increases in discrete amounts since these
was introduced at a slight premium to the
represent points of actual fare increases to the
existing services. However, the vast difference customer. By contrast, the technical fare will
in quality between the new system and the likely vary to some degree each month, as the
previous older buses meant that the public was constituent cost categories will change with
supportive of the new system. economic conditions and input prices.
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in step with the local economy. Accurately ���
predicting these cost levels over a long period is ���
a nearly impossible task due to the great number
of external influences. Thus, a system is needed ���
to adjust fares as base costs elements change.
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implying that fares must also rise. However, ���
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political approval for each fare increase, then
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the adjustments may never happen. In turn, the ��
entire system will eventually become financially Source: TransMilenio SA �����
untenable. To overcome such an inherent stale-
frequent adjustments, a contingency fund
mate, the system for fare adjustments should be
should be in place to bridge revenue short-falls.
relatively automatic in nature based upon key
trigger points. The contingency fund thus provides a buffer
that allows the system management company to
In the case of Bogotá, all operating costs are stabilise fare levels even in turbulent times.
calculated on a bi-weekly basis. If a particular
trigger point is reached (such as the technical 3.5.5.4 Fare discounts
tariff exceeding the customer tariff), then a fare Segmenting markets by fare levels can make
adjustment is authorised by the municipality. sense from both a business and social stand-
The mayor and other political officials are still point. Providing fare discounts to special groups
involved in the authorisation through the public is a relatively common practice in mass transit
company’s board of directors, but the stipula- systems around the world. However, a fare
tion of a fare adjustment is reached through the discount system can add considerable complex-
operating cost calculation. ity to the fare collection and fare verification
However, at the same time, some political processes. Further, unless effectively designed,
discretion is required. Fare level changes should fare discounts can also lead to wide-spread
not be frequent events; otherwise customers can fraud within the system.
become confused and angry. Also, it is probably Some of the groups that often receive fare dis-
sensible to establish fare levels that are round counts are:
numbers in order to coincide with denomina-
tions of the local currency. For example, a fare Children
of US$ 0.375 is not a possibility. Further, a fare Students
level that requires handling many small coins Elderly
means that both fare collection and fiduci- Frequent users
ary handling of the revenues will be slowed
An additional type of discount sometimes
down. This inefficiency will in effect increase
employed relates to travel during non-peak
costs even more. Thus, fare levels should only
increase at prescribed trigger points, and the times. Since peak-hour travel can strain system
increase should be significant enough so that resources, encouraging shifts to non-peak times
no further increases will be likely over the can be beneficial. Thus, a lower fare during
short term. A fare adjustment system should be non-peak hours can help balance demand and
ideally designed so that increases do not occur reduce overall system costs.
more than once or twice per year. If unusual The determination of discount eligibility for
events occur (e.g., hyperinflation) that require children and the elderly is typically based upon
age limits. For example, system managers and There are mechanisms to combat fare fraud
operators may decide that children under five to an extent. First, the avoidance of discount
years of age and adults over 60 years of age passes that allow unlimited travel is recom-
qualify for special discounts. The determination mended. Instead, discount fare passes that
of student eligibility is often predicated upon deduct credits for each trip undertaken can
either age limits and/or the possession of a somewhat help avoid shared passes. Second,
valid student identification. Student discounts advances in biometric technologies can quite
may be limited to only certain student seg- effectively eliminate unauthorised usages.
ments, such as primary, middle, secondary, and Biometric systems use inherent biological infor-
university levels of education. A frequent user mation, such as fingerprints or iris pattern, to
is typically determined by the mere purchase of assure that the person using the transit pass is
a monthly or annual travel pass, regardless of the same as the person who was issued the pass.
other customer characteristics. At the point of entry a scan verifies the identity
Discounts to children, students, and the elderly of the user. The current cost of biometric
are typically given for reasons of social equity. technology, its complexity, and its impact on
Discounts to frequent users via monthly passes the speed of fare verification mean that it is not
are sometimes given as a means to attract expected to be in widespread use for the short
customer loyalty and to ensure a solid rider- to medium term. However, the city of Goiania
ship base. Economically, a discount strategy (Brazil) is already testing such systems. Thus as
the technology improves and the costs decrease,
can make sense provided that the discounted
biometric systems may have a future role in fare
fare covers at least the marginal cost of each
verification processes.
passenger. If fare levels are to be reduced below
marginal cost levels, then some sort of subsidy An exception to these recommendations is travel
system will need to be put in place. Subsidies for very young children as designated by a certain
can take the form of cross-subsidies between age. Requiring a travel pass for a very young
customer user groups or direct subsidies from child is problematic since it can create a burden
the government to the operators. In either on parents. Also, given that the appearance of
case, the introduction of subsidies significantly young children changes considerably in the earli-
increases financial complexity within the opera- est years, photo passes are not particularly useful.
tion of the system, and subsidies also create Undoubtedly, some parents will insist that their
complications with respect to operator incen- six or seven year old is only five, but the scope of
tives. Thus, if a discounted fare structure is to this sort of deception is usually not significant
be utilised, it is usually best for the discounted enough to warrant a stringent approach.
fares to at least cover marginal costs. An effective fare discount system also implies
Discounted fare systems are also highly suscep- the need for more costly fare collection and fare
tible to fraud. As noted above, the qualifica- verification technologies, such as magnetic strip
tions for a child, student, or elderly discount or smart card technologies. The software to
is based upon age or a special identification. incorporate a fare discount system within these
However, once the discount passes are issued, it technologies will increase fare collection and
is extremely difficult to ascertain exactly who verification costs to a degree. Further, the added
is using the pass. The discount passes can be complexity is another factor that can lead to
“lent” to family or friends who otherwise do not system failure.
qualify for the discount. More worryingly is In summary, fare discounts are well-meaning at-
the development of a grey market for discount tempts to increase affordability and social equity
passes in which persons obtain passes and within a transit system. In some cases, though,
sell them to others. Likewise, certain types of the added costs and complexity of implement-
monthly passes for frequent users can be abused. ing a fare discount strategy can negate these
If the monthly pass allows unlimited travel on intended benefits. Before committing to a fare
the system, then the pass may end up being discount system, cities should carefully consider
shared amongst several persons. the full ramifications.
collected. The revenues from a particular station process than the fare system for trunk lines.
or terminal should match the electronic records Cities such as Bogotá and Quito now compen-
of the passengers entering the system. In the sate feeder operators by a combination of the
case of TransMilenio, the electronic records are vehicle-kilometres travelled and the number of
passengers carried. This compensation package
Figure 92: ������������������ attempts to balance incentives in order to moti-
Revenue flows vate operators to provide a high-quality service.
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Within this model, feeder operations have a
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range of options for fare collection and fare
verification. In Bogotá, feeder operators do not
collect the fares from passengers boarding at
feeder shelters. Instead passengers only pay once
they reach the terminal stations or intermedi-
������������������������� ���������������� ate transfer stations. For the return trip home,
passengers pay upon entering the trunk-line
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����������������� ��������������������� corridor, and then transfer fare free to the feeder
���������������� ����������������� services. However, for the return trip, entry into
���������������� the feeder service is restricted to those persons
collecting a transfer slip upon exiting the trunk
service (Figure 94). This system holds the
advantage of not making the feeder operators
�������������������� ����������������������� handle any revenues from passengers. By avoid-
ing fare collection and fare verification at the
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������������� feeder level, there is considerable time savings as
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���������������� well as the avoidance of any corruption.
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allowing passengers to travel from one feeder
actually independently verified in two locations. stop to another feeder stop without paying
The electronic data is downloaded to mainframe
computers at both the fare collection company Figure 93: Electronic verification of fare
and the public management company (Figure information
93). This sort of electronic verification is an
effective mechanism in building the confidence ���������������������
level of all parties in the fare collection system. �����������������������
3.5.6.3 Feeder fare collection
As noted, fare revenues on the trunk corridors
can be collected and verified by a
concessioned private firm.
Fare collection on
feeder routes can be
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more complicated.
Typically, the same
fare collection infra-
structure cannot be cost justified on
feeder routes. Further, the lack of closed stations
on feeder routes creates physical challenges to ������������������
controlling passenger fares. ������������������
Thus, the fare handling system for feeder
services will often follow a different operational Source: TransMilenio SA
Figure 95: Flow of fare revenues through For TransMilenio, most of the revenues are
distribution process distributed to the concessioned private operators
who are providing either trunk line (66.5% of
���������� revenues) or feeder services (20% of revenues).
These percentages were pre-determined based
on negotiations and the terms of the bid process.
The company with the concession for the fare
��������������� collection receives 10% of the technical tariff
������� revenues. TransMilenio SA, the public company
with overall management responsibility for
the system, receives 3%. Finally, the fiduciary
��������� company, called the Trust Fund Administrator,
������� retains 0.5% of the technical tariff revenues.
The fiduciary company is responsible for manag-
ing the incoming assets as well as dis-
tributing the funds to the other
entities. Figure 96 summarises
����������� ���������� ������ ������ ���������
���� ��������� ��������� ������� ������� these distribution amounts.
The categories of “trunk-line
could take place through a self-validating ma- operators” and “feeder operators”
chine inside the vehicle. actually consist of many different private firms.
All of these technological solutions, though, do Thus, there is a further distribution process to
have limitations in the developing city context. divide these shares to each of the participating
First, the cost of the technologies for feeder operating companies.
services may be prohibitive from both a capital As noted earlier, the trunk-line operators are
and operating cost standpoint. Second, creat- compensated strictly upon the number of kilo-
ing “closed” stations at feeder stops may not metres travelled. The distribution of revenues
be practicable from either a spatial or a cost based on distance travelled helps eliminate
perspective. Third, the effectiveness of “honour” aggressive behaviour between operators. If the
payment and verification systems in developing operators were instead compensated by the
cities is still not proven. Fourth, costly fare number of actual passengers carried, then each
collection machines left unprotected at feeder
shelters could be subject to maintenance issues Figure 96: Distribution of system revenues
and even theft. from TransMilenio
Public company
3%
operator would seek to maximise their own pas- compensation is exclusively based on passenger
senger counts. This sort of incentive could lead numbers, the feeder operators are exposed to
to dangerous driving and poor customer service. considerable demand risk. Thus, the right incen-
The number of kilometres each operating tive package for feeder operators may be com-
company is assigned is negotiated beforehand pensation based upon BOTH the number of
amongst all the interested parties. In some cases, kilometres travelled and the number of passen-
there will be adjustments based upon any fines gers carried. In this scenario, the operators have
that an operating company has incurred. Thus, an incentive to both provide services across the
the revenue distribution process to the trunk- daily schedule and to cater to passenger needs.
line operators looks something like the process In both Bogotá and Quito, feeder services were
shown in Figure 97. originally compensated only by the number
The basis for revenue distribution to feeder of passengers served. However, both of these
services is somewhat different than the trunk- cities have now switched to a combined incen-
line operators. On the trunk-line corridors, the tive scheme (distance travelled and passengers
activities of the operators are relatively control- served) in order to improve feeder performance.
led, due to the fixed nature of busways and the
3.5.6.5 Auditing the process
control centre oversight. Driver infractions such
as not stopping at a station are readily observ- The entire process should be independently
able on the trunk lines. However, feeder services audited by another professional firm. This audit-
are less easily monitored and controlled. Thus, ing process provides a check on the handling of
the revenue distribution system must account revenues by the fare collection company and the
for any misplaced incentives. fiduciary company.
For example, if the feeder services are compen- The auditing process in conjunction with the
sated exclusively based on kilometres travelled, electronic verification of fares collected, as well
then the feeder operators have an incentive to as the presence of the fiduciary company, all
drive as quickly as possible without picking up help contribute to an environment of confi-
any passengers. Conversely, if the feeder opera- dence in the system. Without such a rigorous
tors are compensated exclusively on the number and transparent process, operators would be less
of passengers, then the operators will not oper- trustful of the system and less willing to act in a
ate during non-peak periods. Also, when the manner supporting the common good.
124
Bus Rapid Transit Planning Guide
3.6 Planning Stage VI: Infrastructure be required. Thus, physical or financial limita-
tions that are placed upon infrastructure design
The physical design of the BRT system begins to
can necessitate a revision of the previous work
give the project a physical substance that better
on operational characteristics.
allows all stakeholders to properly envision the
final product. This process also allows the plan- The initial stage in the infrastructure design
ning team to better estimate the actual capital process is to develop a conceptual design
costs expected for the project. framework for the system. Based upon the in-
puts from the previous demand modelling and
Infrastructure consists of not only the roadwork
the operational study, the physical location and
that forms the busway but also a range of other initial designs are completed for the various
components. The infrastructure components infrastructure elements. An initial cost analysis
include: can then be performed to determine the feasi-
Busway infrastructure bility of the proposed design. Finally, once the
Feeder infrastructure conceptual design has been thoroughly evalu-
Stations ated and approved, detailed engineering designs
Intermediate transfer stations can proceed.
Terminals The topics presented in Planning Stage VI,
“Infrastructure”, are as follows:
Depots
Control centre
Pedestrian infrastructure 3.6.1 Conceptual study versus
detailed engineering study
Bicycle infrastructure
Commercial space 3.6.2 Busways
Traffic control signals 3.6.3 Stations
Public utilities (electricity, gas, water, sewage,
3.6.4 Intermediate transfer stations
telephone, etc.)
Landscape 3.6.5 Terminals
The design and engineering of these components 3.6.6 Depots
is dependent upon several key factors that will
3.6.7 Control centre
dictate the eventual form of the infrastructure.
Theses factors include: cost, functional at- 3.6.8 Feeder infrastructure
tributes, and aesthetic attributes. Like so many
3.6.9 Integration infrastructure
topics in BRT, there is no one correct solution
to infrastructure design. Much depends upon 3.6.10 Commercial space
local circumstances such as climatic and topo-
3.6.11 Traffic control signals
logical conditions, cost structures, and cultural
preferences. For instance, what is aesthetically 3.6.12 Public utilities
pleasing in one culture will not be considered as
3.6.13 Landscape
such in another.
The physical design and engineering of the 3.6.14 Infrastructure cost analysis
system directly follows from the operational
characteristics chosen in section 3.4. The corri- 3.6.1 Conceptual study versus detailed
dor selected, expected capacities, and service op- engineering study
tions all influence the physical design. However, The level of detail in the infrastructure plan will
the physical design may also exert influence on evolve as the BRT project progresses. In the
the operational characteristics as well. Given the first stage, conceptual designs will be developed
varying cost ramifications of different physical in tandem with the emerging operational plan.
designs, several iterations between operational More detailed engineering analyses will follow
design and physical infrastructure design may once the conceptual study and the initial cost
3.6.2 Busways
3.6.2.1 Lane selection
The location of the segregated busway within a
specific roadway is a design decision that holds
more options than might be immediately appar-
ent. The most common option is to locate the
busway in the centre median or in the centre
two lanes (Figure 102). This configuration re-
duces turning conflicts to the right (in countries
that drive on the right-hand side of the street).
The median location also permits a central
station to serve both busway directions. A single
station reduces infrastructure costs in compari-
son to the construction of separate stations for
each direction. The median-based station also
allows for more integration options with busway
lines that may cross on a perpendicular street.
It is far simpler to link two median stations by
way of tunnels or bridges than trying to link Fig. 102
four stations along the sides of the roadway. The placement of the
Two corridors may also be linked by having busway in the median
of the roadway is the
bus routes turn onto the perpendicular busway. most common and
Again, a median station is advantageous as probably the most
customers have the option of changing routes effective alignment
and selecting from multiple directions within a option.
Photo courtesy of TransMilenio SA
single station.
Along with a centre lane configuration option,
one can opt for either “with flow” or “counter- Fig. 103
flow” bus movements. “With flow” means that Operating vehicles in a
the buses drive in the same direction as the counter-flow direction
along the busway is
mixed traffic in the adjoining lanes. “Counter a possibility, but can
flow” means that the buses drive in the opposite create additional
direction of mixed traffic (Figure 103). “Coun- hazards for pedestrians.
ter flow” is sometimes used if the doorways Photo by Lloyd Wright
in width. To provide safe manoeuvring space multiple stopping bays and express services
for the vehicles, a standard lane of 3.5 metres can be accommodated with a passing lane. A
is typically provided. As lanes narrow, the safe passing lane also gives a system considerable
operating speed of the vehicle will likely be re- flexibility in terms of future ridership growth.
duced. The width of a median station will vary The principal difficulty in including a passing
depending on customer flows, but, in general, lane is the impact on road space. The additional
a median station will range from 2 metres to 5 lane in each direction would seem to require a
metres in width. A typical roadway cross-sec- road width few developing cities can reasonably
tion is presented in Figure 110. provide. However, a staggered station design can
If sufficient road space is not available to meet help to permit passing lanes, even in relatively
a preferred design option, there are still options tight corridors. Figure 113 provides an illustra-
for municipal officials to consider. Eliminating tion of this type of design option. The preferred
some mixed traffic lanes may seem politically median station design is retained, but its shape is
difficult to achieve, but by doing so, the result- elongated to help accommodate the passing lane.
ing design provides a strong incentive for shifts Passengers can still change directions within
to the new system. Further, the promise of a
new, high-quality mass transit system can help
stem concerns over reduced space for private
vehicles. Quito has managed to develop a bus-
way along an extremely narrow corridor in its
historical centre. In this instance, the city was
able to provide an exclusive busway with as little
as 3.2 metres in road width (Figure 111). Other
options include the grade separation of the bus
infrastructure through the use of underpasses,
tunnels, and overpasses.
3.6.2.3 Passing lanes Fig. 111
Fig. 112
The provision of passing ������������������� �����������������
lanes at stations can be
achieved with either:
1.) A four-lane BRT
system; 2.) Additional
lanes provided only at
stations.
Image courtesy of TransMilenio SA
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the closed station area by crossing a connecting such as Barranquilla (Colombia), plans call for
platform. In this case, the higher passenger flows the purchase of properties near station areas.
within the stations are achieved by lengthening The road infrastructure is widened in these areas
the stations instead of widening them. in order to accommodate the passing lane. The
Other options for accommodating passing lanes viability of property purchases for this purpose
in relatively narrow roadways include reducing depends upon local property costs as well as
mixed traffic lanes as well as making property the existence of a well-designed compensation
purchases for widening. In some BRT cities, programme for property owners.
Mixed traffic
Exclusive busway
Fig. 114
One option for avoiding
traffic conflicts at
roundabouts is to build
the busway underneath
the roundabout, as
has been done with the
Villa Flor station in
Quito.
Photo by Lloyd Wright
underpasses. The “Villa Flor” interchange along create a psychological advantage over motorists
Quito’s “Trolé” corridor is a set of underpasses who may potentially block the busway when
that help avoid several intersecting roadways the lane must cross mixed traffic. Motorists are
and a major roundabout (Figure 117). The more likely to recognise that they are commit-
interchange has reduced north-south travel ting a traffic infraction by blocking a highly
times from 55 minutes to 45 minutes. Quito visible bus lane, especially when compared to
has determined that the large travel time savings the crossing of a lane that is indistinguishable
will deliver sufficient cost savings to justify the from a normal mixed-traffic lane.
additional construction costs of the underpasses. Colouration of busway lanes can be accom-
Figure 118 notes that a typical underpass in plished by at least two techniques. First, a road
Quito costs in the area of US$ 1 million. By surface paint can simply be applied to the
factoring in the value of time for transit users and busway. The advantage of simply painting the
the associated impacts of traffic congestion that lane is that colouration can be accomplished
at-grade intersections produce, the underpasses when just the existing street infrastructure is
deliver relatively short pay-back periods for Quito. being converted to a busway. The disadvantage
guides are not being utilised. The paved strips times, and expected bus dwell times. The floor
for non-guided buses will likely be wider than space dedicated to the expected number of
the strips for guided buses since non-guided waiting customers should be sufficient to avoid
buses will be subject to more variation in lateral user discomfort. Adequate customer space will
movement. The feasibility of this approach and also help to reduce incidences of pick-pocketing
cost savings associated with not paving the and other crime. However, floor space is limited
centre lane area will depend on local construc- to an extent by the available street space that
tion costs and practices. In some instances, may be allocated to the station footprint. Station
local contractors may not be well-versed in widths typically vary from 2.5 metres to 5 me-
utilising this construction technique. However, tres. Passenger space in narrower stations can be
given that the paving of the busway represents partially gained by increasing the overall length.
perhaps the single highest cost item in system The overall length of the station facility will
infrastructure, any potential cost savings should depend upon the length of the vehicles and the
be considered. number of stopping bays. If a system utilises
multiple routes and/or multiple service types
3.6.3 Stations
(e.g., local, limited-stop, and express), then
3.6.3.1 Station location several stopping bays are likely to be required.
The design and location of the BRT stations The distance between each stopping bay will
will affect system flow capacities as well as key in part be determined by the required turning
customer service parameters such as safety and distance needed for vehicles to enter and exit
convenience. Station location is largely demand the individual bays. If the distances between
driven with access to primary destinations such stopping bays are too close, then congestion
as shopping complexes, stadiums, major office between vehicles is likely to occur.
buildings, and schools being a determining Different stations will have different space
factor. The optimum distance between stations requirements. If a particular station hosts a wide
is a trade-off between demand at key locations number of routes and services, then several ad-
and the time penalty incurred for each stop ditional bays will be needed. Conversely, if the
added. A standard distance between stations is station is just serving a few routes, then possibly
approximately 500 metres but can often range only a single bay will be required. Figure 125
from 300 metres to 1000 metres, depending provides an overview of the different types of
upon local circumstances. stations utilised in phase I of Bogotá’s Trans-
Milenio system.
3.6.3.2 Station size
The entry areas, fare sales area, turnstiles and the 3.6.3.3 Boarding and alighting
station structure must all be designed to suf- Station design depends greatly upon an interac-
ficiently handle projected peak customer flows. tion with bus technology decisions, especially
Key factors for this determination include the with regard to the point of interface between
number of bus stopping bays, peak frequency the vehicles and the stations. Decisions on the
number of boarding doors and the width of chanical guidance devices can also be utilised
the doorways must reflect both passenger flow to ensure swift and accurate docking. Las Vegas
requirements and the availability of options (USA) utilises an optical guidance system that
from bus manufacturers. automatically docks the vehicle without driver
The design of the boarding and alighting in- intervention. Of course, the added hardware
terface will affect the likely dwell times of the and software costs of an optically automated
buses. BRT systems in cities like Bogotá are system can push vehicle costs well over US$ 1
able to reduce dwell times to 20 seconds using million. Further, automated systems can actu-
an array of rapid boarding and alighting strate- ally be slower than manual alignment in decel-
gies. TransMilenio relies upon close alignment erating towards the station, due to the inherent
between the bus and the station docking area limitations of the software.
to allow quick access. Minimising the bus to Cities such as Curitiba and Quito utilise flip-
station distance is a key factor in realising high down ramps (also known as boarding bridges)
customer flows as well as making boarding attached to the bus to speed up customer flows
practicable and safe for individuals with physi- (Figures 127 and 128). Bogotá’s TransMilenio
cal disabilities (Figure 126). Optical and me- system opted not to utilise flip-down ramps in
Figure 125: TransMilenio stations
Source: TransMilenio, SA
Fig. 126
Level boarding (photo above) makes the system
accessible to the physically disabled.
Photo courtesy of TransMilenio SA
Fig. 136
The modern and Fig. 137
simple design of the
Brisbane BRT stations A simple and open design was selected for a
has garnered the city station within Quito’s historical centre in order
architectural awards. to minimise intrusions on the surrounding
Photo courtesy of Queensland architecture.
Transport Photo by Lloyd Wright
Fig. 143
In Bogotá, passengers departing from the feeder
stations (served by green buses) walk directly
via a pedestrian bridge to trunk-line stations
(served by red buses).
Photo courtesy of TransMilenio SA
3.6.5 Terminals
Terminals involve many of the same design impression of importance to the customer and
issues as stations. However, given the larger helps to instil the system’s professional image.
number of passengers and transfer options, The number of terminals depends in part on the
terminals obviously require more space. The length of the system, the number of corridors,
architectural design of terminals can either and the number of feeder routes converging
mimic the style of the system’s stations or take upon a site. Typically, there are terminals at
on a different look. Terminal platforms are each end of a trunk-line corridor. However, if
typically not enclosed with walls since entrance the end of the corridor does not host large num-
to the terminal site is controlled from a distance bers of feeder services, then a terminal may not
(Figure 144). Terminal facilities in cities such be entirely necessary. It is also possible to site a
as Bogotá and Quito have high ceiling designs full terminal in the middle of a corridor. This
with modern roof structures (Figure 145). The scenario may arise when multiple corridors cross
scale and style of these facilities imparts an one another in a single location. However, siting
a large terminal within a central city location
can be quite costly from a property purchase
standpoint. Thus, terminals are more frequently
Intermediate transfer station
developed in lower-cost peripheral areas.
Standard trunk-line station Whether or not the system is designed for fare-
free transfers will have a significant impact on
Terminal facility terminal design. Fare-free transfers mean that
passengers can move from feeder services to
Trunk line trunk-line services without an additional fare.
If an additional fare payment is required, then
Feeder line
space must be given to fare collection and fare
verification activities. The physical division
Fig. 142 between the different fare areas must also be
Intermediate transfer stations sufficient to avoid problems with fare evasion.
allow feeder services to merge Given the large numbers of passengers passing
with trunk-line services at key
junctures. through terminal areas, design against crimes
Image courtesy of TransMilenio SA such as pick-pocketing should be considered.
Thus, measures such as security cameras may be operators (Figure 147). The location of a bus Fig. 144 and 145
appropriate. depot is ideally within close proximity to the The modern terminal
actual system since operators will want to have structures in Quito
The design of the terminal space should strive (left photo) and Bogotá
to minimise both customer and vehicle move- the ability to rapidly introduce additional buses (right photo) provide an
ments to the extent possible. Thus, the most to meet peak demand. Further, since buses enter elegant environment for
likely transfer points between complementary and leave the depot without passengers, the passenger transfers.
routes should be located closely together. As “dead” kilometres incurred between the depot Photos by Lloyd Wright
both feeder vehicles and trunk-line vehicles will and the passenger corridor can have a discern-
be staging at the terminal, the movement of ible effect on operating costs. However, since
vehicles should be devised to avoid congestion. bus depots can consume considerable space, the
Most typically, feeder vehicles arrive on one location is often dependent upon the economi-
side of a platform area with trunk-line vehicles cal acquisition of sufficient property. Ideally,
awaiting on the opposite side (Figure 146). depots will be located near terminal facilities.
The larger space at terminal sites can permit the The internal design of the depot area should al-
hosting of additional facilities such as informa- low for a logical movement of vehicles based on
tion kiosks, lost and found offices, restrooms, their typical requirements. Thus, upon entering
and commercial establishments. Allowing shops the secured area, vehicles will likely first stop
within terminals are possible but can create at the fuel re-fuelling station. Here fuel levels
an array of complications, including litter and and vehicle kilometres are checked as a way of
security issues. Food and beverages should be monitoring usage and operating costs (Figure
kept out of the system to the extent possible 148). If required, vehicles would be re-fuelled at
since their presence adds to maintenance costs this time. Next vehicles that are not required on
and ultimately lead to a premature aging of the the corridor will be parked until peak periods
infrastructure. Some systems intentionally elect necessitate their return. Alternatively, vehicles
not to provide additional services. These system
designers feel that the most important task is
to keep passengers moving through the system,
and that additional services are an impediment
to that over-arching goal.
Fig. 146
3.6.6 Depots In Quito, passengers
3.6.6.1 Functional design merely cross a platform
Bus depot areas serve an array of purposes to transfer from a
trunk-line vehicle into
including bus parking areas, re-fuelling facili- a feeder vehicle.
ties, maintenance areas, and office space for bus Photo by Lloyd Wright
Fig. 147 may move to the wash station for exterior and/ Fig. 149
An aerial view of a or interior cleaning. Finally, vehicles requiring A channel area beneath the vehicle permits
depot area in Bogotá. maintenance or a periodic maintenance check maintenance staff to easily access the underside
Photo courtesy of TransMilenio SA. of the vehicle.
would enter into the repair area. A channelled Photo by Lloyd Wright
work space below each bus in the maintenance However, public ownership of the site will likely
area permits repair staff to easily access the bus be in the best interest of the overall system.
chassis for inspection and repair (Figure 149). Since the operators will hold a concession for
Offices for operating companies are likely to be a set period of time (10 years in the case of
best provided at the depot areas. By being lo- TransMilenio), it is probably best that they
cated at the depots, operating company officials only have access to the depot site for the dura-
can better monitor activities and oversee staff. tion of the concession. Otherwise, the existing
3.6.6.2 Aesthetic design
operators will hold too much leverage when the
concession is completed. Thus, the best option
Although depot areas are not generally acces-
is for public ownership of the depot site with
sible to the public, there still may be many
a lease agreement to the operator through the
reasons to give attention to the aesthetic quali-
concession period. The proper maintenance
ties of the space. First, depots consume large
amounts of urban space and thus are typically and upkeep of the depot area can be stipulated
quite visible to the general population as well as within the concession agreement.
local residents. Thus, the visual aesthetics of the
3.6.7 Control centre
depot will affect the local population’s image of
the system. It is always important to be a good A centralised control centre will help ensure
neighbour with populations living near the smooth and efficient BRT operations. Control-
system. Second, a well-designed work environ- ling a high-volume BRT system spread across a
ment can have a positive impact on employee major developing city is a complex and highly-
satisfaction and work effectiveness. involved activity. As noted in section 3.4.5, a
centralised control and management system
3.6.6.3 Ownership brings with it the following benefits:
Depot areas may be owned by either the public Immediate response to changes in customer
transit agency or the private bus operator. In demand;
Fig. 148 some instances, the depot area may have previ-
Measuring fuel usage ously served the same operating company, and Immediate response to equipment failures
and adding fuel are thus it may be simplest to permit the operator and security problems;
typically the first Efficient spacing between vehicles and avoid-
actions of a vehicle to retain control of the site. Further, public
entering the depot area. purchasing of the depot site will obviously add ance of vehicle “bunching”;
Photo by Lloyd Wright considerably to the overall infrastructure cost. Automated system performance evaluation;
Automated linkages between operations and headways (Figures 151). A control centre opera-
revenue distribution. tor will direct a driver to slow down or speed
This section reviews the various technological up depending on the location of other vehicles
and infrastructure aspects of developing an and the demand requested. Further, if a surge
effective control centre. in demand occurs at a particular station, a new
vehicle can be sent in to alleviate crowding.
3.6.7.1 Control centre technology options
The Bogotá control centre also includes staff
While the benefits seem clear, the costs of a real-
from the city’s police department. If a security
time control system would seem prohibitive for
problem arises on a vehicle, a police dispatcher
a developing city. However, the cost of central
will immediately send officers to the location
control technologies has steadily decreased
as well as advise the driver as to the appropriate
during the past few years. Thus, even cities in
action.
developing nations may now wish to consider
the advantages of a central control system. In addition to GPS technologies, non-satel-
lite based options can also be effective. For
Several options exist to link buses and stations
example, infra-red technology can track vehicle
with a central control office. In some instances,
movements in a similar fashion utilising local
a simple radio or mobile telephone system
beacons distributed through the transit area.
may suffice. However, increasingly Geographi-
This type of technology can be an effective
cal Positioning Satellite (GPS) technology is
alternative when topography and tall buildings
providing an effective communications link
act to block satellite-based communications.
(Figure 150). GPS technology permits real-time
information on bus location and status. Bus
location is generally known to an accuracy of
approximately one metre through GPS. GPS
technology is utilised within the control system
of Bogotá’s TransMilenio system. By using the
GPS technology in conjunction with vehicle
tracking software and a voice communications Satellite
system, Bogotá is able to closely control vehicle
Receiver
Fig. 150
GPS technology
has opened up new
opportunities for
communicating
information between
control centres and
Control centre Vehicle vehicles.
Photos courtesy of TransMilenio SA
vendors often constitute a large portion of the of large commercial retailers seeking to reap the
city’s overall workforce. Thus, there are many benefits of passenger flows. Likewise, the ability
economic, social, and political reasons for con- to conduct grocery shopping and other tasks
sidering the role of these vendors in conjunction near the transit corridor is a benefit to custom-
with the transit system. ers. The presence of these commercial entities
Conversely, the presence of vendors can also be also offers some opportunities for financing the
a detriment to the transit system. If left uncon- station and terminal construction costs (see
trolled, vendors may tend to block walkways, section 3.10.2).
and thus inhibit access to stations. Aggressive From an infrastructure standpoint, it is possible
sales techniques may also make some transit to integrate commercial enterprises into the
customers uncomfortable with using the system. station and/or terminal sites. The availability of
Further, waste and debris left behind by vendors space is the prime determinant along with the
can lead to an aesthetic deterioration of the ability to design the shop to avoid conflicts with
station environment. Some systems, such as passenger movements. The Bangkok SkyTrain
TransMilenio in Bogotá, have largely prohibited system hosts small shops within its elevated
vendor activity near stations in order to avoid concourse. If a BRT system has an underground
these types of problems. tunnel connecting interchange stations, then
However, in many cultures, the employment an underground shop location could be feasible.
and social justice impacts of vendor displace- Terminals perhaps offer the greatest potential
ment is a highly sensitive matter. Simply since space is typically more readily available.
evicting these individuals will have traumatic Terminal sites often also reduce the distance
impacts on these person, their families, and goods must be carried home.
society at large. In Delhi (India), the BRT Commercial enterprises can also benefit by
development team is seeking a novel approach locating near to station and terminal locations
of integrating vendor space formally into the without actually being within the transit prop-
infrastructure design process (Figure 155). By erty. In Bogotá, large commercial centres have
providing vendors with a formal space near opened near the TransMilenio corridor (Figure
156). Capturing the value added to these prop- The appropriate synchronisation of traffic lights
erty developments and applying the added value often does not currently exist in developing
to system financing is a subject of much interest. cities. A readjustment of phase lengths and
More information on land-value taxation can be synchronisation should be undertaken with a
found in section 3.10.2. special focus on smooth transit vehicle flow.
However, as noted previously, retail integration Priority signal technology is an option, but is
with the transit system brings with it unin- not always feasible in high-frequency systems.
tended complications. The presence of shops In cities such as Los Angeles, signal priority is
within the system adds a layer of complexity to given to transit vehicles by way of a message
relayed from a vehicle transducer to the signal
control box. As a transit vehicle approaches, the
traffic light will extend the green phase to allow
the bus to pass. However, even with relatively
long peak headways of five minutes or more
in Los Angeles, the signal prioritisation will
only function every other phase cycle. If the
phase priority is given more frequently, it will
essentially give a permanent green to the direc-
tion of the transit corridor. Thus, other vehicle
directions will essentially become unavailable.
In developing cities with high population densi-
ties, peak transit headways may be in the range
of one to two minutes. In such a scenario, signal
prioritisation becomes less viable. Nevertheless,
other improvements such as adjusting phase
lengths are still quite possible in the developing
city context.
Integrating traffic signal control into the cen-
Fig. 156 passenger flows and can retard throughput. Re- tralised transit control system is also an option
A new commercial tailing employees are typically given free access to consider. In cities such as London, traffic
shopping centre being to the shops, but such exemptions can spiral cameras at key intersections permit control cen-
constructed next to a tre staff to directly observe potential congestion
TransMilenio station. into abuse of system entry. Finally, deliveries to
Photo by Lloyd Wright shops can also create congestion if not carefully points. This technology can be used to provide
controlled or relegated to non-operating hours. priority to transit vehicles entering a bottleneck
point.
3.6.11 Traffic signal control
The development of a BRT system can also 3.6.12 Public utilities
present a unique opportunity to upgrade the City streets are complicated environments. The
traffic signal technology along the same corridor. same space that provides widespread mobility
A new BRT system will imply several changes may also serve as corridors of telecommunica-
that will affect traffic signal technology. These tions, electricity, water, flood control, and sew-
changes include: age. When implementing a busway through
such a complicated area, it is not surprising that
New priority treatment for transit vehicles;
there will be competing uses of the public space.
New exclusive lanes; The location of public utility poles, pipes, and
New turning movements for transit vehicles; tubes will undoubtedly require some alteration
New restrictions on private vehicle turns. in the BRT design work.
With new electronic signalling technologies and In some cases, especially in the case of median
software programmes now available, an upgrade busways, the area may actually be relatively
of the traffic signal system should be integrated free of conflicts between the road work and
into the BRT planning process. the public utilities. Nevertheless, the existing
public utility scheme should still be reviewed. the tree’s root structure should grow vertically
The construction of a BRT system represents rather than horizontally. Root structures that
a unique opportunity to address many physi- grow horizontally beneath the surface will likely
cal street structures simultaneously. In some cause buckling of the busway materials. Each
instances, the BRT system may be the catalyst type of tree has inherent growth characteristics,
to install fibre-optic cable lines for high-speed and thus some research is needed to determine
communications systems. which is most appropriate for the busway envi-
Effective water drainage will directly affect ronment. The expected life of the tree is also a
busway operation and the longevity of the key factor since it can be quite disruptive to the
pavement materials. A drainage scheme to system to require a new set of trees after only a
avoid episodes of flooding even in fierce storms few decades.
can help ensure that the city’s principal transit Local weather conditions will also determine
artery continues at critical times. the desirability of whether “deciduous” trees
or “coniferous” trees are appropriate. A decidu-
3.6.13 Landscape ous tree will shed its leaves during the colder
BRT systems should add to the aesthetic quality seasons, and thus more heat and sunlight will
of a city’s public space rather than detract from penetrate to the ground during this period. A
it. All efforts should be made to retain existing deciduous tree is thus part of an effective pas-
green spaces. If the centre median is utilised sive solar strategy for cities which experience
as the location of the stations, the existing both warm and cold seasons. However, one
landscape can be left significantly in tact. Only disadvantage of deciduous trees is the pos-
the station footprint may require landscape sible need to clean fallen leaves from the BRT
alterations. The other areas can be enhanced infrastructure. By contrast, cities without cold
with additional plantings. Greenery may also be seasons may prefer trees that do not shed leaves.
an option as a divider between the BRT system These types of trees will provide shade year-
and other traffic lanes. Trees and plants can also round in consistently tropical or warm climates.
provide climatic protection to pedestrian and Priority should be given to selecting indigenous
bicycle corridors linking with the BRT system. trees rather than species that are not common
In tropical climates, trees and vegetation can to the area. Indigenous species create fewer
even help partially cover the station structure problems regarding invading species and also
itself in order to reduce inside temperatures. typically are more suited to local soil and water
Some environmental groups in Jakarta ex- conditions.
pressed concern about the impact of the busway
on the trees planted in the median. However, 3.6.14 Infrastructure cost analysis
in many respects, the busway will serve as a 3.6.14.1 Infrastructure cost categories
protective buffer between the mixed traffic An initial infrastructure cost analysis can help
lanes and greenery in the median. Prior to the focus the possible design work on financially
development of the busway, the lane nearest the realistic options. Based on the preferred design
trees was used for mixed traffic vehicles. Thus, characteristics in conjunction with the size
previously the trees were subjected to a constant of the initial phase of the project, a city can
bombardment from heavy traffic congestion determine if the capital cost estimates are in
and intense emissions. Now, cleaner transit line with realistic financial resources. Cities
vehicles are operating along the corridor at should be encouraged to experiment with a
frequencies of every three to five minutes. The range of possibilities with respect to both design
busway has therefore calmed the environment options and the amount of financial resources
around the greenery which should improve the likely to be available. If the design team is overly
health of the trees. pessimistic about the likely financial resources
There is a science to choosing the right plants available, then the quality of the system may
and trees within the landscape plan. The height be needlessly compromised by an inadequate
of the tree and its eventual branches will have design. Several iterations of physical designs
to clear the height of the BRT vehicles. Also, and operational designs are likely before find-
ing a balance between system cost and system road expansion efforts and previous bus im-
performance. provement measures;
Infrastructure costs for BRT systems can vary Informal discussions with local contractors
considerably depending on the complexity and and engineering trade associations; and,
sophistication of the system as well as the local Survey work by consultants, which may
economic and topographical characteristics. incorporate all of the above estimation tech-
Successful systems have been developed for as niques.
little as US$ 500,000 per kilometre (Taipei). More accurate cost estimates will be generated
However, in general, developing-city BRT at a later time when the project approaches
systems will cost in the range of US$ 1 million the implementation stage (see section 3.10). In
to US$ 10 million per kilometre. Some of the the early development phase, the estimation
principal factors in determining the actual techniques presented above should help narrow
infrastructure costs will include: the design and performance characteristics into
Number of exclusive lanes; a relatively focused area of values.
Materials utilised in the construction of the 3.6.14.3 Property acquisition
lanes (asphalt or concrete);
One of the most variable cost items when
Expected system capacity, and thus the capac- comparing different BRT systems is the level
ity and size of stations, terminals, and depots; of property acquisition required. In many
Local construction costs; instances, the municipality will need to impose
Amount of property expropriation required. eminent domain upon private properties. Since
Table 32 lists the actual infrastructure costs for the exclusive busways are most typically in the
Phase I of TransMilenio. centre median, the private properties along the
corridor remain relatively untouched. Space for
3.6.14.2 Estimation techniques terminals and depots can be more problematic
The limited number of BRT systems to date due to the larger property requirement. How-
combined with the lack of a shared costing da- ever, these sites are often located farther from
tabase makes local estimations of infrastructure the centre, and thus more open space and lower
costs somewhat difficult. However, there are a cost properties are generally available at such
few options for developing an initial estimate peripheral locations.
of infrastructure costs. These options include In instances that property purchases are neces-
developing estimates based on: sary, infrastructure costs can quickly skyrocket.
Costs from BRT systems in other cities with Infrastructure costs on Bogotá’s TransMilenio
adjustments based on local design and macro- system jumped from approximately US$ 5.3
economic factors; million per kilometre in Phase I to US$ 13.5
Similar past projects in similar areas of the per kilometre in Phase II. Much of this increase
municipality; such projects could include was due to the much greater need for property
Table 32: BRT construction cost breakdown, purchases in the second phase. In Phase I of
Bogotá’s TransMilenio TransMilenio, approximately 600 plots were
purchased. In Phase II, the municipality pur-
Component Total Cost (US$) Cost per Kilometre (US$) chased approximately 4,000 plots (Figure 157).
Trunk lines 94.7 2.5 The use of eminent domain law is a highly sensi-
Stations 29.2 0.8 tive political and social issue. Emotions can run
Terminal 14.9 0.4 quite deep when businesses and families must
Pedestrian overpasses 16.1 0.4 give up workplaces and homes, especially when
Bus depots 15.2 0.4 such sites have been owned for generations. Fur-
ther, since low-income groups often live closest
Control centre 4.3 0.1
to the busiest corridors, social justice issues will
Other 25.7 0.7
also come into play. International lending agen-
Total 198.8 5.3 cies, such as the World Bank, are quite sensitive
BRT system. Design adjustments should be 8. If the offer is accepted, provide a fast-track
undertaken to minimise land acquisition, process to complete the transaction docu-
even if this implies reducing the number of ments and issue the down payment. Failure
mixed traffic lanes. to promptly deliver promised documentation
2. Determine the property ownership history of and payments will undermine public confi-
any required properties. This process includes dence in the process and lead to less coopera-
investigating land titles, mortgages, and cur- tion in future acquisitions.
rent occupants. 9. If the offer is declined due to the amount of
3. Survey the actual activities and socio-eco- the proposed compensation, then both par-
nomic conditions of existing occupants, in ties can agree to an arbitration process to
order to define a baseline for potential finan- determine the correct value. This arbitration
cial compensation. process should be well-defined at the outset
of the purchase programme, and thus be set-
4. Assess the property value through independ-
up to provide a timely answer.
ent appraisers to compensate the commercial
10. If the offer is declined and the parties do not
value of the plots. If only the property tax
agree to arbitration, then eminent domain
registrar is used, properties may be signifi-
law will be applied. A subsequent legal pro-
cantly undervalued, which may prompt litiga-
ceeding will take place in which the property
tion and delays in the purchase process.
owner(s) can present the case against expro-
5. Estimate the required compensation based on priation or argue for a different compensation
the current property conditions. Also include value. Given the lengthy duration of potential
a value for potential impacts on sales during legal proceedings, the city may request that
the relocation process. the court award the handover of the property
6. Offer assistance in searching for relocation immediately for system development. The
options. Provide information on potential awarded value of the compensation will then
alternatives. This assistance should be par- be determined at the termination of the legal
ticularly directed towards any low-income process.
3.7 Planning Stage VII: Technology Thus, within Bogotá’s TransMilenio system, dif-
BRT is not a standard bus service. BRT is a col- ferent operating companies have selected differ-
lection of best-practice measures and advanced ent vehicle manufacturers. However, thanks to
technologies that deliver a high-quality mass the detailed specifications, from the perspective
transit experience. BRT’s passenger vehicles, fare of the customer, all of the buses look and oper-
collection systems, and customer information ate identically.
systems are as sophisticated as most other types Private procurement of the vehicles also permits
of mass transit systems, including rail systems. public investment to be focused on high-quality
However, at the same time, technology should infrastructure. Additionally, by keeping public
not overshadow the main basis of BRT, which officials away from the bus purchasing process,
is excellence in customer service. Further, while there is less likelihood of corruption and misap-
BRT’s technologies are quite advanced, the propriation of public funds.
relative cost of these technologies to other mass 3.7.1.1 Decision factors
transit technologies (e.g., light rail vehicles) is Operators purchasing BRT vehicles must weigh
significantly less. many factors in choosing a fuel and propulsion
This section outlines the various technological system technology. Beyond basic vehicle prices,
options for vehicles, fare collection systems, and there are a host of issues that must be consid-
intelligent transportation systems (ITS). This ered. Will the vehicle technology meet required
section will also discuss how to design a com- emission standards? Will the size and design of
petitive procurement process that will deliver the vehicle fulfil capacity requirements? Does
the most cost-effective product. the technology have a history of operating
consistently in developing city conditions? Does
3.7.1 Vehicle technology the technology require maintenance personnel
with highly-specialised skills? Are spare parts for
3.7.2 Fare collections systems the technology expensive and difficult to obtain
3.7.3 Intelligent transportation systems in a developing city? Are special re-fuelling
stations required for the technology? Table 33
3.7.4 Technology procurement process summarises many of the factors that an operator
3.7.1 Vehicle technology
Table 33: Decision factors for choosing a vehicle technology
Few decisions in the development of a BRT sys-
tem invoke more debate than the choice of bus Category Factor
propulsion technology and bus manufacturer. Cost Purchase cost
However, it should always be remembered that Maintenance costs
Re-sale value in local market
BRT is far more than just a bus. The choice of
bus technology is important, but not necessarily Vehicle features Passenger capacity
Interior design options
more so than the myriad of other system choices. Aesthetics
Decisions on vehicle ownership will affect the Manufacturer Manufacturer support office in country
type of vehicles selected. The current common support Capabilities of manufacturing technical assistance staff
practice is for the public agency to set vehicle Warranty coverage and conditions
standards while the private sector actually pur- Robustness Track record of technology in a developing city
chases and operates the vehicles. Thus, while a Degree to which specialised skills are required for
maintenance and operation
standard set of basic requirements must be met, Feasibility of making repairs on the road
many decisions, such as vehicle manufacturer, Expected percentage of up-time in operation
are actually left to the bus operating companies. Re-fuelling Re-fuelling time
The public agency will likely develop a detailed Type and cost of required re-fuelling station
set of vehicle specifications that each operator Environment Local emissions (NOx, SOx, CO, PM, toxics)
will be required to fulfil. However, it is up to Global emissions (CO2, N2O4, CH4)
the bus operator, who is paying for the buses, to Noise levels
determine how to best meet the specifications. Other waste products (e.g., solid waste, waste oil, etc.)
will consider in deciding upon a technology and A range of other possibilities also exist such as
a manufacturer. fly-wheel technology, di-methyl ether (DME),
and blended fuels (e.g., water-in-oil emulsions).
3.7.1.2 Fuel and technology options
The choice of fuel and propulsion technol- a. Clean diesel
ogy will affect operating costs, maintenance Clean diesel is a technology that both produces
costs, supporting infrastructure, and emission relatively low emissions and also is within the
levels. Local circumstances play a central role technology experience of most developing cities.
in fuel choice as the availability of a fuel and A “clean diesel” system implies that the propul-
experience in maintaining a particular vehicle sion system technology and the fuel quality are
technology are key factors. Further, as atten- such that the end result is much lower emissions
tion focuses more and more on the human and than a standard diesel vehicle. The International
environmental costs of both local pollutants Energy Agency notes that (IEA, 2002, p. 61):
and global climate change, system developers “Diesel engines are recognised and favoured
are under increasing pressure to deliver cleaner worldwide for their fuel efficiency, excellent
vehicles options. durability and low maintenance requirements.
The following is a list of some of the most com- They offer the convenience of using a liquid fuel
mon fuel options currently being considered for that is easily dispensed through an established
public transport vehicles (Figure 158): fuelling infrastructure. The technology is ma-
Standard diesel ture, widely produced and competitively priced.
Although diesel engines have historically pro-
Clean diesel
duced high levels of pollutant emissions, espe-
Bio-diesel (biomass fuel - diesel) cially oxides of nitrogen (NOx) and particulate
Compressed natural gas (CNG) matter (PM), recent improvements in engines,
Liquid petroleum gas (LPG) fuel and emissions-control technology have
Hybrid-electric (diesel-electric and CNG- resulted in new diesel systems for buses that are
electric) substantially cleaner than they were only a few
Electric years ago.”
Hydrogen (fuel cell technology)
Electric trolley
Fig. 158
A range of fuel
technologies are
available to today’s Fuel cell Natural gas
transit developers
The sulphur and aromatic content of the diesel quiet in operation. Due to the lower mechanical
fuel is a particularly telling measure of the demands on the electric-trolley technology, the
fuel quality. In some developing cities, diesel life of the vehicles can be twice that of diesel
fuels may contain over 2,000 parts per million vehicles.
(ppm) of sulphur. To achieve Euro II standards, The principal drawback to electric-trolley ve-
a sulphur level of less 500 ppm is likely to be hicles is the cost. Electric-trolleys can be three
required. To achieve “ultra-low-sulphur diesel” times the cost of a comparable Euro II diesel
(ULSD), the fuel must contain less than 50 vehicle. Further, the added infrastructure costs
ppm. Many emission-control technologies will of the trolley cables and transformers can be
only function properly if the fuel sulphur levels significant. Additionally, in some cities there
are below acceptable levels. Thus, the availabil- will be aesthetic issues to consider with the
ity of high-quality diesel fuel is a pre-requisite introduction of trolley wires. The aesthetic
for cities that wish to mandate Euro II or better issue can be particularly sensitive in cities with
emission standards. historical centres. The performance of trolley
b. Compressed natural gas (CNG) vehicles is generally comparable to conventional
CNG is highly touted as a reliable fuel option vehicles although there are some limitations to
that “inherently” achieves lower emissions. steeper road grades.
CNG contains virtually no sulphur and natu- Quito utilised electric-trolley technology on
rally burns quite cleanly. However, CNG is not its first BRT corridor in 1996 (Figure 159).
a perfect solution. The low energy density of the The technology was chosen primarily for its
fuel means that the gas must be compressed for environmental benefits. Quito’s historical core
on-board storage in large, bulky cylinders. The is a World Heritage Site and the municipality
refuelling infrastructure for CNG can also be wished to reduce the impacts of diesel emis-
costly to develop. The amount of time required sions on the integrity of the built environment.
for refuelling is also an issue for CNG vehicles. Further, Ecuador’s electricity generation at the
Typically, refuelling time per vehicle will range time was primarily from hydro-electric sources.
from 20 minutes to 40 minutes. The CNG The city had two competing bids for provi-
vehicles themselves are also typically more sion of the vehicles: 1. The Spanish affiliate of
costly than clean diesel vehicles. The emission Mercedes Benz; and 2. A Russian company. A
reduction performance, though, is not that
much better than clean diesel vehicles. In fact,
greenhouse gas emissions from CNG vehicles
will likely be even higher than the emissions
from clean diesel vehicles. CNG vehicles also
require different maintenance skills that may
not be common in developing cities.
c. Electric-trolley vehicles
Electric-trolley vehicles are a well-established
technology that produces zero emissions at the
point of use. The total fuel-cycle emissions of
electric-operated vehicles will depend upon
the fuel used in the electricity generation. Fos-
sil-fuel based electricity generation, such as
electricity from coal or petroleum, will produce Fig. 159
high levels of total emissions, while renewable Electric trolley
sources, such as hydro-electric and wind sources, technology is less
will be relatively emission free. Thus, in coun- frequently used in BRT
systems due to higher
tries with clean electricity generation, electric infrastructure and
trolleys can be a low-emitting option to con- vehicle costs.
sider. Electric-trolley vehicles are also extremely Photo by Lloyd Wright
concessionary loan guarantee from the Spanish conventional fuels (e.g., diesel, CNG, etc.)
government convinced Quito to accept the offer and electrical motors to propel the drive-train.
from Mercedes Benz. The price of each vehicle Electric power can be generated during vehicle
was approximately US$ 700,000. In total, the deceleration and then utilised to operate motors
added infrastructure for the electric-trolley cor- attached to each wheel. Since electric motors are
ridor pushed capital costs to over US$ 5 million used for part of the vehicle’s operation, hybrids
per kilometre. By comparison a subsequent BRT offer superior fuel economy, reduced emissions,
corridor in Quito using Euro II diesel technol- and lower noise levels. However, the complexity
ogy resulted in capital costs of approximately of propulsion system and cost of the hybrid
US$ 1 million per kilometre. components means that hybrids may not be
While the initially low electricity rates made well-suited for all developing city applications.
the operational costs competitive with diesel- Currently, efforts are being made to produce
based systems, a subsequent deregulation hybrid-electric vehicles in Brazil.
of the Ecuadorian electricity sector has seen 3.7.1.3 Vehicle cost
electricity costs skyrocket to market levels. A particular technology’s purchase price will
Due to these spiralling costs, the city was not be perhaps a foremost consideration for private
able to offer the “trole-bus” corridor to private sector operators. Technologies with a longer
operators. Thus, the “trole-bus” corridor has history and large manufacturing volumes will
remained a public company while all new hold a cost advantage in terms of manufactur-
diesel BRT corridors in Quito are privately ing economies of scale. New technologies will
operated. Based on this experience, Quito does generally have lower manufacturing volumes
not expect to utilise electric-trolley technology and may incur additional research and tooling
on any of its future corridors. costs.
Table 34 summarises the advantages and disad- The location of the manufactured vehicle will
vantages of utilising electric-trolley technology. also be a factor. Production sites in developing
d. Advanced technologies countries will hold an advantage in terms of
Highly advanced technologies such as hybrid- labour and site costs. Further, locally manufac-
electric vehicles and fuel-cell vehicles are under tured vehicles will have lower shipping costs to
going testing in both developed and developing arrive at the destination city. However, in some
cities. However, none of these cities are actually instances, locally manufactured vehicles may
operating full fleets with these technologies. raise quality issues in comparison to developed-
The costs and performance of these vehicles are nation production sites.
not entirely proven. Table 35 provides a summary of vehicle cost
Hybrid-electric vehicles will likely be the first estimation based on technology types and loca-
of these technologies to gain large-scale ac- tion of manufacture.
ceptance in the market. Hybrids utilise both
Advantages Disadvantages
Zero emissions at point of use (total emissions will Vehicles can cost up to three times the amount of
depend on fuel type for electricity generation) a comparable diesel vehicle
Quiet operation Operating costs highly dependent on electricity
prices; subsequent electricity deregulation can
destabilise financial model
Smooth ride characteristics Infrastructure costs can be over twice that of a non-
trolley BRT system
Longer vehicle life (up to twice the vehicle life of Presence of wiring, posts, and transformers can
diesel vehicles) create aesthetic concerns, particularly in historical
centres
Advantages Disadvantages
Increases passenger carrying capacity without Adds cost to vehicle; cost per passenger carried is
increasing road space footprint much higher than articulated vehicles
Creates intriguing transit image and is Stairway consumes passenger space on both floors
attractive for tourism and thus reduces overall passenger density in vehicle
Can be dangerous for passengers using stairway
while vehicle in motion
Boarding and alighting can be delayed due to
congestion on stairway
Height of vehicle can be a problem on some routes
with low-clearance infrastructure and trees
Height of roof and the structural integrity of the roof
creates difficulties in placing cylinders for natural gas
or other alternative fuels
routes. The upper deck of the vehicle offers an takes place at a few station points in the centre
opportune vantage point for sightseeing. of the city and then again at a distant suburban
Other arguments supporting double-decker location.
vehicles revolve around the higher passenger Table 39 summarises the advantages and dis-
density achieved while maintaining a low advantages of utilising double-decker vehicles
footprint density on the in-use road space. Thus, within the context of BRT.
while an articulated vehicle gains passenger
3.7.1.8 Interior design
numbers by the length of the vehicle, a double
decker gains passenger numbers by its height. From a customer perspective, the interior of the
A double decker vehicle will also consume less bus is far more important than the mechanical
road space at stations. components propelling the bus. The interior
design will directly affect comfort, passenger
However, double deckers bring with them many
capacity, security and safety. The amount of
complications, not the least of which is added
space dedicated to standing areas and to seated
cost. The gain in passenger numbers with the
second level is less than the same amount of areas should be based upon expected passenger
floor space added to an articulated vehicle. The flows, especially accounting for peak capacities.
difference is the floor space consumed by the The width of aisle ways will also be part of this
stairway, both on the lower and upper floors. equation. Standing passengers will require hold-
Thus, the passenger numbers achieved and the ing devices (poles, straps, etc.) in order to travel
vehicle cost per passenger accommodated with safely and comfortably.
double deckers fail to match the performance of Seating facing to the sides rather than to the
articulated vehicles. The stairway also creates a front can be effective in opening up space for
potentially troublesome difficulty for passengers, standing passengers (Figure 164). Front-facing
particularly during boarding and alighting. single seats can also be preferred by custom-
Moving up and down the stairway as the vehicle ers who wish to maintain a degree of privacy.
moves can be dangerous. The width of the Double seats can create difficulties when cus-
stairway also makes two-way passenger move- tomers prefer the aisle seat in order to be more
ment difficult. The net effect is to dramatically accessible to the exit. In such circumstances,
lengthen passenger boarding and alighting times. other customers must step over the aisle-seated
Double deckers are thus not entirely suitable customer to access the window seat. In other Fig. 164
for high-volume operations where passengers cases, customers may place belongings on one of Side-facing seats can
the double seats in order to prevent others from help open up more
are frequently boarding and alighting. Double vehicle space for
deckers are best used on conventional commuter sitting alongside. These circumstances can cre- standing passengers.
routes where most of the boarding and alighting ate conflicts between customers. Instead, good Photo by Lloyd Wright
Fig. 165
Cloth and padded
seating can be an added
expense, but the value
to the customer may
make such seating a
good investment.
Photo courtesy of Advanced Public
Transport Systems
Fig. 166
An open space within the vehicle interior serves
both passengers with bicycles and standing
passengers.
Photo courtesy of Graham Carey
other features such as optical guidance systems screen fed by a small camera under the vehicle
often accompany them. However, the idea of or integrated into the wheel. Electronically-
creating a customer pleasing form is not neces- operated optical systems function in a similar
sarily a costly endeavour. manner but rely upon a micro-processor to
actually steer the vehicle. Thus, as the vehicle
3.7.1.10 Docking systems
nears the station, the micro-processor assumes
The process of aligning the vehicle to the station control of the vehicle from the driver. This type
will affect the speed of passenger boarding and of system is utilised on the BRT system in Las
alighting, customer safety, and vehicle quality. Vegas (USA). The Civis vehicle used in Las
Vehicle alignment to the station can be critical Vegas can also be set-up to operate the entire
for both the lateral and longitudinal distances. route without driver intervention. However, the
The lateral distance between the vehicle and the cost of the automated optical system can push
station is important in terms of customers easily vehicle costs to over US$ 1 million per vehicle.
and safely crossing. The longitudinal placement Further, since labour is generally quite cost-ef-
of the vehicle can be critical if the station has fective in developing cities, there is little applica-
precise doorways that must match up with tion for such automated systems in developing
the doorways on the vehicle. If the station has nations.
an open platform without doorways, then the
longitudinal placement is less critical. Mechanical guidance systems for station align-
ment are similar to the mechanical systems used
The type of docking precision required is related on busways in Essen (Germany) and Adelaide
to the type of bridging device utilised to link (Australia). Such systems can also be used
the vehicle to the station. If a flip-down ramp only at station to bus interfaces. In this case,
is utilised to extend from the bus to the station side-roller wheels are not needed for guidance.
platform, exact precision is less important. As Instead, the vehicle enters a mechanical track
long as the separation distance still allows the with soft sides that guides the bus into position.
ramp to securely rest upon the platform, the
positioning is less critical. By contrast, if no Finally, similar to the Civis optical guidance
flip-down ramp is utilised, drivers will seek system, the Phileaus bus offers a magnetically
to minimise the gap left between the vehicle controlled guidance system. Magnetic materi-
and the station. A large gap will slow customer als are inserted into precise locations of the
boarding, create potential safety risks, and roadway. A micro-processor interface with an
impose difficulties on customers with wheel- on-board magnetic sensor then steers the vehicle
chairs. However, if a driver comes to close to the along a precise path. Like the Civis, the Phile-
station platform, a collision between the vehicle aus bus can be operated without driver interven-
and the station can easily occur. Rubber pad- tion at both stations and along the busway.
ding on the platform sides can mitigate some of For the developing city application, a simple
the damage, but ultimately, small collisions will optical system that is manually operated by
damage the vehicle. the driver is quite sufficient. In conjunction
Optical, mechanical, electronic, and magnetic with ramped-entry devices, these systems offer
docking systems are all possible technologies a cost-effective way of achieving a sufficiently
to assist the driver in the docking process. Of precise docking position in order to permit
course, as the technology becomes increasingly rapid boarding and alighting.
sophisticated, the vehicle and station costs can 3.7.1.11 Vehicle specification matrix
rise dramatically. The public planning agency will likely develop
Optical systems can either be manually or an official document detailing the vehicle
electronically activated. A manual optical specifications by which the private operators
system is simply a visual target for the driver to will select their vehicles. System planners should
focus upon while nearing the station platform. develop vehicle specifications that best meet
The driver’s focus on the visual target can be the local circumstances of the envisioned BRT
improved through the use of a magnified video system rather than merely follow the specifica-
tions put forward by a single bus manufacturer. Table 40 is a summary of the vehicle specifica-
However, at the same time, system planners tions put forward by the public company
must also be cognisant of the vehicle products overseeing the Bogotá TransMilenio system.
available on the market so as to specify a vehicle The actual specifications for any given city
that will be cost-effective. The public agency will vary depending on local preferences and
must also be careful to not over-specify the circumstances.
vehicle to the point that few vehicle options are
actually available to the private operators.
Load weights
GAWR front axle load 7,500 kg
GAWR middle axle load 12,500 kg
GAWR rear axle load 12,500 kg
GVWR total weight 30,000 kg
External dimensions
Maximum width 2.60 metres
Maximum height 4.10 metres
Overall minimum length 17.50 metres
Overall maximum length 18.50 metres
Maximum front overhang 3000 mm
Maximum rear overhang 3500 mm
Turning radius
Minimum between sidewalks 7,400 mm
Maximum between sidewalks 12,100 mm
Minimum between walls 7,400 mm
Maximum between walls 13,400 mm
Passenger space
Total passenger capacity 160 passengers
Seating capacity 48 passengers
Colour of seats Red
Number of preferential seats 6
Colour of preferential seats Blue
Standing passenger area 16 m2
Standing design capacity 7 passengers per square metre
Wheelchair capacity 1 space for wheelchair (90 cm x 140 cm); Located in the first body of
the bus in front of the second door
Layout of seats 2-2, 2-1, 1-1, 1-0; Perimeter or front-to-front
Internal dimensions
Free internal height 2100 mm minimum
Superior visibility height 1850 mm minimum
Inferior visibility height 600 mm minimum; 850 mm maximum
Corridor width 600 mm minimum
Seating characteristics
Characteristics Individual seats
Closed in back
Direct anchorage to the vehicle floor
Without upholstery or cushioned
Without sharp edges or rivets
Materials Plastic
Washable
Self-extinguishing and flame retardant
No release of toxic gases during combustion
Seat dimensions
Distance between seats 700 mm
Distance between seats front 1300 mm
to front
Seat depth 350 mm minimum; 430 mm maximum
Seat height (measured from 350 mm minimum; 450 mm maximum
floor)
Back height 500 mm minimum; 600 mm maximum
Seat width 400 mm
Windows
Front window type Laminated
Type, all other windows Tempered
Colour of window Green
Transparency level 70%
Advertising Windows without advertisement
Inferior module Fixed to the body with adhesive
Superior module height Minimum: 30% of total height of the window
Maximum: 50% of total height of the window
Doorways
Number of passenger doorways 4
Position Left side of bus
Minimum free width 1100 mm
Free height 1900 mm
Door opening time 2 seconds
Emergency doors Type: single door
Number of emergency doorways: 2
Minimum free width: 650 mm
Free height: 1800 mm
With stairs covered and with a pneumatic opening system
Ventilation
Air renewal requirement Minimum 20 times per hour
Noise
Maximum internal sound level 90 dB(A)
Destination signs
Number and size of signs 1 in front: 1950 mm x 300 mm
2 on left side: 450 mm x 250 mm
Visibility Visible from a distance of 100 metres
Technical standards
Bus NTC 4901-1 Mass Transport Passenger Vehicles
Test methods NTC 4901-2 Mass Transport Passenger Vehicles
Local standards ICONTEC (Colombian Technical and Standardisation Institute)
Source: TransMilenio SA
3.7.2 Fare collection and fare verification fare collection and fare verification reduces the
systems long delays that accompany on-board payment.
The method of fare collection and fare verifica- Once passenger flows reach a certain point, the
tion has a significant impact on passenger flow delays and time loss associated with on-board
capacities and the system’s overall impression to fare collection become a significant system
the customer. Section 3.5 discussed the fare col- liability (Figure 168). In Goiania (Brazil) the
lection system from the perspective of the busi- local transit agency estimates that this point is
ness model and the distribution of revenues to reached when the system capacity reaches 2,500
different private and public entities. This section passengers per hour per direction.
outlines some of the technological options for Pre-board fare collection and fare verification Fig. 168
collecting and verifying fares. Additionally, the also carries another benefit. By removing the On-board fare
advantages and disadvantages of different service collection and
handling of cash by drivers, incidents of on- fare verification
options are also discussed; these options include: board robbery are reduced. Further, by having dramatically slows
On-board versus off-board fare collection; an open and transparent fare collection system, customer throughputs,
Distance-based fare collection versus flat fares; there is less opportunity for circumstances in as evidenced here in
which individuals withhold funds. Goiania (Brazil).
Time-based fare collection; Photo by Lloyd Wright
3.7.2.2 Flat fares versus distance-based most closely mirror actual operating costs and
fares thus provide a truer measure of expenses for
The customer tariff can either be represented system operators. A longer journey implies that
through a flat fare or a distance-based fare. A more fuel and labour is required. Thus, distance-
flat fare implies that the same fare is charged to based systems do not involve the implied cross-
a customer regardless of the distance travelled subsidy that exists in flat fare systems. Distance-
in the urban area. A distance-based fare im- based fares also require a more sophisticated
plies that customers are charged based on the fare collection and fare verification system.
distance covered in their journey. The choice Unless an honour system is utilised, distance-
between the two fare options involves trade-offs based fares will require magnetic strip or smart
between social equity issues as well as between card technology. These technology choices
levels of fare collection complexity. bring along with them issues of additional costs,
customer queuing, and overall complexity.
In much of the developing world, flat fares are
utilised for social equity reasons. In many devel- In actuality, it is also possible to have a mix of
oping cities the lowest income groups often re- both flat fares and distance-based fares. A flat
side at the urban fringe. These peri-urban areas fare may be utilised within a well-defined urban
offer property at substantially lower costs than area while journeys extending to regional loca-
central areas. In many cases, the poor are utilis- tions, such as other municipalities, can require
ing peri-urban properties that are not owned by an additional charge. A mixed fare system
the individual. These informally occupied areas can be appropriate when a metropolitan area
quite often lack public services such as water includes satellite commuter cities. If such cities
and electricity. Additionally, the long distances are predominantly middle- or higher-income in
between the peri-urban communities and em- nature, then the justification for cross-subsidies
ployment opportunities in the city can inhibit are less. For example, the busways in Sao Paulo
access to jobs, health care, and education. If a (Brazil) charge a flat fare in central areas but
distance-based fare was implemented in such revert to a distance-based scheme for continuing
a situation, the poor at the urban fringe would onto satellite destinations. The fare collection
end up paying the highest transport costs. In system in such instances may require greater so-
order to achieve greater social equity, a flat fare phistication, such as smart cards. Alternatively,
helps to give such low-income groups access to the point between flat fare and distance-based
city centre services and opportunities. In such fares may be realised at terminal sites where it is
instances, a flat fare acts as a cross-subsidy from necessary to transfer between vehicles. At this
higher-income residents in the central parts of stage, the transfer between vehicles can require
the city to lower-income residents located in an additional payment.
peri-urban areas. 3.7.2.3 Time-based fares
A flat fare also permits the use of simpler fare Time-based fares typically enforce a maximum
collection technologies. Ticket-less options, amount of time that a person can reside within
such as coin-based machines, are possible with the system. A time-based restriction is some-
a flat fare. Further, a flat fare implies that no times imposed in order to prevent some custom-
distance verification step is required upon ers from abusing the intent of the transit service.
exiting the system. The lack of this verification For example, a homeless person may stay on the
step reduces queues and thus improves overall system for long periods of time just to stay in a
system efficiency. In general, a flat fare scheme quality and protective environment. Pickpock-
reduces the level of complexity in fare collection ets may also stay on for long periods in order to
by an order of magnitude. steal from several different customers.
Distance-based fare systems are utilised quite In less sinister scenarios, a person may also
frequently in developed nations as well as some travel a long distance on the system, and then
rail systems in developing cities, such as the conduct business within the system. The
SkyTrain in Bangkok (Thailand) and the Metro person would then return to the original point
in Delhi (India). Distance-based fare structures of origin, and thus only pay for a short trip.
Alternatively, a person may travel some distance Systems in Europe and North America often em-
on the system and then realise that he or she ploy “proof of payment” techniques, also known
has forgotten something at home. The total as “honour” systems. In such systems, very little
time, including the trip back home, may exceed actual fare verification is actually conducted. Oc-
the allotted time. Also, tourists may travel for casional checks by transit staff is done to control
long periods of time on the system in order just the relative level of fare evasion. The actual pay-
to see the city. In all of these less sinister cases, ment of the fare is largely reliant on the public’s
the activities are probably not something that goodwill and overall willingness to comply. For
should worry a transit agency. The number of those caught without a valid fare during the
persons taking these unusual routes is likely to random inspection process, a penalty is applied.
be quite small. Further, sanctioning persons Honour systems do entail pre-board fare collec-
for such relatively innocent behaviour will only tion, usually through a vending machine or kiosk
dampen customer relations. (Figure 169). However, from the fare payment
However, some metro systems do put a time point onwards, the customers proceed directly to
limit on travel. By doing so, the complexity of the transit vehicle without inspection.
the fare system increases dramatically. Record- The main advantage of proof of payment fare
ing the time and distance of a trip requires a systems is that it allows one to avoid the con- Fig. 169
fairly sophisticated and costly technology, such struction of a closed entry station. No physical Pre-board fare vending
as magnetic strip or smart card technology since separation between the station and the outside machine in Berlin
the time must be recorded upon entry and exit. area is necessary. This design advantage can (Germany).
Further, staff must be posted at exits in order to help reduce station construction costs as well Photo by Lloyd Wright
deal with customers who have stayed beyond the as permit better station design in areas with
allotted time. The technology should also adjust limited physical space.
for incidents when it is not the customer’s fault The principal disadvantage of such a system is
that the time has been exceeded. For example, its great dependence on customer compliance
if a serious delay occurs in the system, then the that is sometimes difficult to obtain. Further,
customer should not be held accountable. the use of fare verification staff for the random
In summary, time-based fares are probably not checks can sometimes be costly. The viability
an entirely appropriate idea in either developed of operating an effective honour system in a
or developing cities. To curb extended use of the low-income city is yet to be proven. The lack of
system by the homeless or by individuals engaged such systems in developing cities does not imply
in theft, there are probably other more effective that developing-city residents are less honest.
techniques that can be utilised. The presence of However, managing such a system in the high-
security staff and security cameras are likely to volume applications of developing would be
be preferred tools to address these issues. In the quite difficult. Even with stringent verification
case of more innocent time violations, such as requirements, cities such as Quito face non-neg-
the use of the system by tourists, there is little to ligible amounts of fare evasion.
be gained from sanctioning this behaviour. In
3.7.2.5 Decision factors
reality, the use of the system as a tourist sight-see-
ing vehicle is a complement to the quality and Fare collection technologies vary significantly in
usability of the system, and is not an activity that terms of technical sophistication and cost. The
should be discouraged or berated. decision-making process will likely encompass
the following types of considerations:
3.7.2.4 Pre-board verification or honour Capital cost
system
Operating cost
The decision on whether to require verification
Complexity and reliability
of a ticket will affect the design of the stations
and the amount of fare evasion that occurs. Flexibility
Verification is the process of checking whether Physical requirements
a person has actually paid for their intended (or Impacts on queuing
completed) journey. Service features
One of the principal determinants in choosing to handle fare collection and fare verification.
the appropriate technology depends on whether Coin-based systems also tend to reduce queuing
a system utilises a flat fare or distance-based in comparison to other technologies. However,
fare scheme. Section 3.5.5.3 discussed the vari- with this simplicity comes some limitations.
ous trade-offs in selecting a flat fare or distance- Coin-based systems work best with flat-fare
based fare. A flat fare scheme will greatly simply structures.
the technology required. With a flat fare there Queuing is reduced with coin-based systems
is no need to verify the distance travelled, so due to the fact that the customer does not need
there is no need to check the fare record at the to purchase a fare card. Instead the currency
destination side of the journey. acts directly as the fare payment and verification
The number of queues that the customer will mechanism. There is no need to issue any paper
endure in conjunction with the likely length of tickets to customers. Flat fare systems also typi-
time in each queue will affect passenger capacity cally do not require fare inspection upon exiting
flows and customer satisfaction. Thus, simpler the system. Thus, while other systems may
fare collection systems will likely not only be involve at least three separate customer queues
more robust to maintain but will also be more (purchase fare, verify fare at entrance, verify
user-friendly. fare at exit), coin-based systems require the
Flexibility refers to the ability to adapt the customer to only enter one queue (verify fare at
fare collection system to changes in the overall entrance). The time saved to the customer and
transit environment. If a municipality decides the reduction in overall system space dedicated
to move from a flat-fare scheme to a distance- to fare verification can be significant. Simpler
based scheme, the existing system may provide technologies also produce a savings in terms
sufficient flexibility or may require a complete of maintenance and operation since such the
overhaul. technologies tend to be more robust.
The physical requirements of the technology are In Quito, Ecuador, a simple coin-based system
particularly important given the limited space has worked successfully for both the city’s
available in most BRT station areas. If a veri- “Trole-line” and “Ecovía” line (Figure 170).
fication turnstile is quite bulky, then only one The system thus avoids the need for any paper
or two of the devices can be placed at the entry tickets. In Quito, an attendant window does
gate. The limitation on the number of turnstiles exist, but it is only to give change to those who
will affect the maximum number of passengers require it. Upon exiting a system, passengers
that may be processed. simply file through one-way exit doors without
the need for further fare verification. Quito’s
3.7.2.6 Technology options
system also allows the inherent flexibility to
Several different technologies and mechanisms utilise discount fare cards as well. The coin
exist to facilitate BRT fare collection and fare dispenser also has room for a card reader as well.
verification, including: However, the entire turnstile device is relatively
Coin or token systems narrow, and thus permits two turnstiles in a
Paper systems relatively narrow station.
Magnetic strip technology Naturally, coin-based systems depend upon the
Smart card technology availability of coins in the local currency. Fur-
Proof of payment systems ther, the coins must be available in a combina-
tion that matches the desired fare level. If coins
No one solution is inherently correct. The
are not part of the local currency, then tokens
choice of fare collection system often involves a
Fig. 170 are an option. However, the inclusion of tokens
The coin-based fare trade-offs between costs, simplicity, and service
in the fare collection system defeats many of
collection system in features.
the benefits of coins. While still providing a
Quito works quite well a. Coin / token systems
in terms of efficiency relatively simple fare system, requiring the
and cost. Coin and token systems are amongst the customers to purchase tokens means additional
Photo by Lloyd Wright simplest and lowest cost technologies available queues. Another alternative is to utilise fare
will involve inserting the paper ticket into a The technology requires the pre-purchase of the
stamping machine. This machine will mark the magnetic card for system entry and verification.
Capital costs can be significant for both the
time and sometimes the location of the valida-
ticket vending machines and the magnetic strip
tion. The validation process becomes important
readers at the fare gate. The advantage of mag-
when paper systems are distance-based and/or
netic strip technology is the relatively low-cost
have time limits on usage.
of the fare cards themselves, US $0.02 - US$
Verification of paper tickets can take place 0.05 per card. However, unlike smart cards,
manually upon entrance into the system or may magnetic strip cards have a limited lifetime. In
only be verified on the occasion of a random in- some cases, cards may be issued for only a single
spection. In some instances, the verification may uses. The cards are made of coated paper and
be done by the bus driver or a conductor. Such can be relatively easily damaged.
manual verification is quite problematic in high
Depending on the type of magnetic strip card,
volume systems. The queuing points are likely counterfeiting can also be an issue. Cards with
to be quite lengthy and the detrimental impact low coercitivity can be relatively easy to coun-
on customer travel times would be significant. terfeit; more costly high coercitivity cards are
Normally, verification for paper ticket systems is more difficult to fake.
conducted on an honour system. However, the The cards may be programmed to allow mul-
viability of an honour system in most develop- tiple trips and can also permit different fares
ing cities has yet to be substantiated. to be charged for different distances travelled.
Paper systems can permit distance-based fares, Some system providers utilising magnetic strip
but verification of distance travelled can only cards also elect to permit discounted fares for
be verified manually. The feasibility of verifying individuals purchasing multiple trips.
smart cards become more common, this cost ticular route is going to arrive. By knowing the
will undoubtedly continue to fall. The long-term expected arrival time of a bus, the customer can
promise of this technology also extends well be- mentally relax as well as potentially undertake
yond transit fares, as some systems are seeking to another value-added activity to make best use of
utilise the same smart cards to permit purchases the time. Some systems, such as the Singapore
at shops and the payment of other bills. MRT system, even place a real-time informa-
e. Summary of fare collection technologies tion display at the outside of the station. Again,
this allows customers to make best use of their
This section has provided an overview of each of
time as well as helps reduce stress and rushing.
the major fare collection technologies. Table 41
summarises the major decision factors for each
technology.
In high-frequency systems where headways are the approaching bus. In the case of Los Angeles,
three minutes or less, real-time information the prioritisation is only given every other signal
displays may be of less value. However, even in cycle so as to not disrupt all traffic flows. Signal
these circumstances, customers can be aided prioritisation works best when separation times
in making travel route decisions. For example, between buses are over 4-5 minutes. In systems
passengers may be in a position to decide be- like Bogotá’s TransMilenio, the high flow
tween taking a local or express route. With the rates mean that buses are separated by as little
expected arrival times of both options posted, as 30 seconds. In such circumstances, signal
the passenger can determine which route is prioritisation probably has relatively little useful
optimum from a travel time perspective. Also, application.
in cases of a vehicle being quite full, a passenger Overall, though, ITS can deliver substantive
may decide to wait for the next vehicle if it is improvements to system efficiencies. With the
only a few minutes away. In this sense, real-time cost of such systems falling each day, even
information can help balance passenger loads developing nation cities should conduct a full
naturally, and thus mitigate the system delays review of the options and potential implications.
when vehicles are overly loaded.
This type of information can also be useful 3.7.4 Equipment procurement process
inside the vehicle as well. A video or digital The appropriate structuring of the procurement
display inside the vehicle can list the next sta- process can create a competitive environment
tion (or even the next three stations) as well as that will drive cost reduction and efficiency.
the final destination of the route. In conjunc- Additionally, a well-designed procurement plan
tion with a recorded audio announcement of will promote an open and transparent process
the next station, customers can enjoy a more that will help to eliminate corruption and graft.
relaxed ride without having to repeatedly check System developers should seek a wide range of
their position. Passengers can undertake other bidders for each piece of equipment needed. To
value-added activities, such as reading, without achieve this environment of competitiveness,
worrying about missing their destination. Fur- the procurement specifications should be suf-
ther, in crowded vehicles, consulting the posted ficiently rigorous to meet system requirements
system or route map can be difficult. The video while also permitting bidding firms the ability
and audio information helps persons easily gain to innovate. Prior to issuing tenders, an explicit
information without jostling about the vehicle. set of criteria should be created that sets forth
the determining parameters for selecting a bid
Similar types of technology can also be inte- and the relative weight given to each factor (cost,
grated with transit security efforts. Security experience, quality, etc.). The determination of
cameras both inside stations and vehicles are winning bids ultimately should be decided by
increasingly cost-effective approach to system an objective, independent body whose members
policing. The mere presence of the cameras have no commercial interest with the overall
themselves is often associated with a reduction project and have no relationship in any form to
in criminal activity. The cameras are also a vis- the bidding firms.
ible sign to the customer of system security and
can help reduce anxieties, particularly amongst
vulnerable groups.
Signal prioritisation techniques give preference
to system buses at intersections where the
system must cross mixed traffic. Los Angeles’
Rapid Bus system utilises signal prioritisa-
tion with great success. As a bus approaches a
signalled intersection, a transponder on the bus
communicates with an induction loop located
in the lane. A message is then sent to the inter-
section’s signal controller to give a green light to
Fig. 192
Fig. 191
Bicycle lockers provide
a highly secure
The hanging bicycle parking used in environment for the
TransMilenio is effective in reducing the bicycle, but the lockers
amount of space required, but it can be difficult can be somewhat costly
for some persons to place the bicycle in this relative to other options.
position. Photo courtesy of Cycle-Safe
Photo by Lloyd Wright Incorporated.
BRT system but rather to offer the option of a can integrate these options with BRT. Cities
combined public transport-bicycle commute. with water transport systems should also seek
Using concentric circles of two kilometres or to closely integrate these systems with the bus
more from the transit station, important cor- network.
ridors should be analysed for the quality of the Sao Paulo, for instance, uses BRT to connect
cycling environment. Key aspects to consider the end of its metro line with other communi-
are: ties. Some cities with existing metro systems are
Quality of road surface; unable to finance the completion of the metro.
Existence of segregated cycleways or bicycle In such instances, BRT has been an economi-
lanes; cal option that will help bring a public transit
connection to the entire city.
Provisions for bicycles at intersections;
Bicycle bridges or other grade separation at The key to a successful integration lies in the
key junctures; physical connection between the two systems,
the complementary marketing and promo-
Street lighting for cyclists;
tion of the two systems, and the unification
Tree cover along cycle route; of fare structures. In Sao Paulo, the physical
Signage for cyclists. connection is made simple by ramps departing
the metro system leading directly to the BRT
3.8.3 Other public transport systems
system. Clear signage also helps make this
BRT can also be complementary with other integration relatively seamless. Further, the two
urban and long-distance transit options. Cities systems can be marketed jointing under one
with existing metros and urban rail services name and logo, so that the systems are clearly
unified in the eyes of the customer. Finally, an
integrated fare structure permits customers to
leave one mass transit mode to another without
the need of purchasing an additional fare.
BRT should also be integrated with long-dis-
tance public transport infrastructure such as
long-distance bus stations and train stations.
Again, the physical planning of the interface
is key to making this option viable. Passengers
from such modes often are carrying luggage or
goods, and thus particularly need a convenient
transfer mechanism.
to improving the transit system, public trans- day by private vehicle. Further, since the second
port will become increasingly attractive. car was typically a lower-quality used vehicle,
The site of a vehicle parked on the pedestrian the end result meant that even more emissions
pavement is not uncommon in many developing were put into the air.
cities (Figure 200). Police are often unable or A well-designed programme, though, can avoid
unwilling to deter such practices. The result is a the problems experienced in Mexico City and
culture that permits private vehicles to consume Sao Paulo. Bogotá has developed a license plate
public space, which further weakens the social restriction programme that has succeeded in
position of walking and other sustainable forms removing 40 percent of the city’s private vehi-
of mobility. However, enforcement of traffic cles from the streets each workday during peak
and parking laws can immediately produce the periods. The Bogotá approach has succeeded
opposite effect. Applying fines and penalties for several reasons. First, Bogotá has chosen to
to illegally parked vehicles will discourage prohibit four license plate numbers each day
the practice as well as curb the overall park- from use instead of just two or three. Table 42
ing supply. Further, revenues from improved lists by the day of the week the licence plate
enforcement could potentially be dedicated to numbers that are restricted. The restriction of
improving the public transport system. four license plate numbers each day implies that
a person would have to purchase three vehicles
instead of two in order to cover every day of
the week. Second, Bogotá’s vehicle prohibition
only applies during peak hours. These hours are
from 06:00 to 09:00 in the morning and from
Fig. 200
16:30 to 17:30 in the afternoon. Thus, vehicles
Illegal parking on with the prohibited numbers for a given day
pedestrian sidewalks
discourages walking may still travel at non-peak hours. The net effect
and sends a message is to encourage a shift either to using public
that private vehicles are transport or to use a private vehicle at a non-
more important than peak time. This flexibility in conjunction with
persons.
Photo by Lloyd Wright
the restriction applying to four plate numbers
has meant that Bogotá has not experienced
3.8.6.2 Day restrictions by license plate
a problem with persons purchasing multiple
number
vehicles to overcome the restriction. The meas-
Severe traffic congestion and air contamination ure has contributed to an estimated 10 percent
in some developing cities has prompted officials of former private vehicle users to shift to public
to enforce vehicle bans based on license plate transport as their daily commuting mode.
numbers. The last digit in a vehicle’s license
plate number determines the day(s) during The problem of motorists purchasing a second
which the vehicle is permitted to operate in the vehicle to circumvent the license plate restric-
city. Travelling with a license plate that is not tion can also be controlled through the manner
valid for a particular day will result in a penalty of issuing plate numbers. If the purchase of
or fine. Table 42: License plate restrictions in
Bogotá
The success of licenses plate restriction pro-
grammes has been mixed. In cities such as Day License plates ending with these
Mexico City and Sao Paulo, the programmes of week numbers are restricted from use
have had some unintended consequences. Many Monday 1, 2, 3, 4
residents in these cities avoided the restrictions Tuesday 5, 6, 7, 8
by simply purchasing a second vehicle with a
Wednesday 9, 0, 1, 2
licence plate that ends with a different number.
Thursday 3, 4, 5, 6
Thus, by possessing two vehicles with different
numbers, the person is still able to travel each Friday 7, 8, 9, 0
The attraction of road pricing is the political ditional one percent decrease after 12 months.
advantages of dealing with a relatively sophis- Public transport trips rose from six percent
ticated technology (as opposed to parking fees). of all trips to seven percent, and cycling trips
Thus, if the high-technology nature of road doubled from two percent to four percent. The
pricing helps propel its implementation, then results have been maintained even two years
it may be an option to consider. Further, auto- later. The technique is now being applied
restriction measures are not mutually exclusive. throughout Australia and in some cities in
Road pricing schemes can be implemented in Europe. Similarly impressive results are being
conjunction with parking reform and other achieved at extremely low costs.
TDM measures. A trial of travel blending in Santiago produced a
3.8.6.4 Travel blending 17 percent reduction in private vehicle trips (as a
proportion of participating and non-participat-
Several cities in Australia and Europe have
ing households combined). This experiment also
developed a new technique for achieving dra-
reduced kilometres travelled by 23 percent and
matic changes in mode shares at very low costs.
The technique, known as “travel blending”, is a travel times by 17 percent.
form of social marketing. The idea is to simply The social marketing techniques utilised in
give people more information on their commut- travel blending can help achieve reductions in
ing options through a completely personalised private vehicle use as well as provide an infor-
process, and then facilitating changes in travel mation platform for promoting a BRT system.
behaviour. While the focus to date has been in The low-cost and voluntary nature of the pro-
developed countries, a recent success in San- gramme should make it attractive to most cities.
tiago (Chile) indicates that it may be applicable
to developing cities as well. 3.8.7 Integration with land use planning
The technique involves phone contact with all Public transport planning and land-use plan-
households in the area, and then identifying ning should be undertaken in an integrated
the proportion of respondents who would be fashion to capture mutually-beneficial synergies.
interested in making some changes in travel Land-use patterns that promote commercial and
behaviour. These households are then supplied residential densification around transit stations
with pertinent information (e.g., public trans- will both promote public transport and add to
port timetables, maps of cycling routes, etc.). customer convenience. This type of development
For a proportion of respondents there are follow- strategy, known as transit-oriented development
ups with household visits. In some cases, the (TOD), is increasingly being undertaken in
interpersonal exchange with customers will alert conjunction with new transit systems.
transport planners to potential changes in the Development around BRT stations in Curitiba
transport system. For example, feedback from represents one of the best-known examples of
customers can highlight the need for better ac- TOD. The tubed stations in Curitiba have acted
cess to public transport stations, new bus stops, as development nodes for commercial shops,
provision of new timetables, and the extension housing, and public service centres. The five
of service hours. exclusive busways in Curitiba are lined with
The information programme may also involve high-rise development, reflecting the higher
residents completing seven-day travel diaries. land values near the BRT system. Zoning
The assisting facilitators will then analyse the regulations in Curitiba supported this type of
diaries to devise suggestions on alternatives for development by restricting high-rise construc-
the participant. tion to areas near the busways.
In the first trial in Perth (Australia), approxi- The end result in Curitiba has been a land-use
mately US$ 61,500 was expended in consulting planning scheme and a BRT system that have
costs to conduct the surveys and information worked to be mutually supportive. The munici-
provision activities. Of the 380 households pality has also benefited in another way, as the
targeted, the program produced a six percent cost of public service delivery has been reduced
decrease in auto use immediately and an ad- along the corridors.
192
Bus Rapid Transit Planning Guide
possible to project the amount of employment likely produce a beneficial comparison for the
and the duration of the employment from the new BRT system. Additionally, since the exist-
construction phase (Figure 205). An additional ing operators will have the opportunity to bid on
measure of interest, particularly in the develop- serving the new system, the spectre of maintain-
ing city context, can be the number of persons ing existing employment while also expanding
being supported by each construction job. new opportunities can be quite strong.
Further, construction jobs can sometimes be c. Other employment
an important area of employment for unskilled
Additional employment is also likely to be
labour groups. Employment generated for these
generated due to indirect impacts from the BRT
individuals can be especially important since system. The boost in shop turnovers near transit
there may otherwise be limited opportunities. stations can lead to additional employment.
b. Operations Likewise, the construction of new commercial
The consolidation of informal transport services centres next to stations and terminals will have
into a coherent BRT system brings with it significant employment benefits. Also, if the
concerns over the loss of employment. The small new system encourages local manufacturing of
mini-buses that normally precede the introduc- buses, then more employment can be expected.
tion of the BRT system typically employ a Of course, employment generated in one loca-
driver and a conductor. By contrast, a single tion could mean the loss of employment in
articulated BRT vehicle may replace four to another part of the city. If transit customers are
five small buses. Thus, it would appear that a now purchasing their groceries near a transit
single driver is replacing as many as ten persons station, then these same customers may not
employed by the mini-buses. be frequenting their previous shops. However,
However, the reality is actually quite different. consumption of this type is not always a
The standard mini-bus will generally operate zero-sum game. The economic efficiencies of
with its single set of employees for as much the new transit system can have an economic
as 16 hours in a day. The BRT vehicle will upliftment effect that increases overall incomes
actually involve three to four different shifts of and consumption. Further, the access gained
employees operating the same vehicle. Thus, the by the transit system may open up the reach of
number of drivers will not appreciably change. customers to new products and services.
When the feeder service drivers are included, 3.9.2.2 Economic efficiency
BRT may actually increase the number of driv- Traffic congestion can be a significant drain on
Fig. 206 and 207 ers (Figure 206). However, the big employment a developing city economy. As goods and people
Despite one articulated boost from operations stems from the myriad of
vehicle replacing many are held in gridlock, little production (other
positions created from fare collection, security, than petrol consumption) is being achieved.
smaller buses, the
overall amount of information services, and management and op- The World Bank estimates that traffic conges-
employment in public erations (Figure 207). Most of these functions tion in Bangkok reduces the Gross Domestic
transport operation did not exist in the previous informal sector. Product (GDP) of Thailand by six percent
will likely increase with
BRT. The development of an employment matrix com- (Willoughby, 2000).
Photos by Lloyd Wright paring jobs in the before and after scenarios will
While mass transit does bring with it many ambient carbon monoxide (CO) and 70 percent
environmental benefits, the design and specifi- of nitrogen oxides (NOx) (WHO, 2000). The
cations of the system will determine expected poor air quality in most developing cities limits
emission and noise levels. Also, the construction economic growth and dramatically curtails
process can entail some environmental impacts quality of life.
that must be mitigated to the greatest degree
The principal impacts from motorised vehicle
possible.
emissions are:
An EIA analysis will typically involve compar-
Health impacts, including respiratory illness,
ing the baseline scenario (city without the
cardiovascular illness, and cancer;
transit project) and the project scenario (city
with project). Additionally, the EIA process may Economic impacts, including absenteeism
require the consideration of alternative options, and reduced productivity;
such as road widening or other types of mass Impacts on the built environment (e.g., dam-
transit systems. age to buildings);
The EIA should be completed by an independ- Impacts on the natural environment (e.g.,
ent organisation with no relationship to the harm to trees and vegetation).
project or other input services to the project. Emission levels are set by national and interna-
Specialist consultants are thus frequently tional environmental agencies such as the US
utilised to give an objective and independent Environmental Protection Agency (US EPA),
analysis as well as to lend experience to the the European Commission, and the World
effort. An effective EIA can greatly aid the BRT Health Organisation (WHO). Emission stand-
development process by highlighting possible ards include both ambient emission levels and
areas of concern and by suggesting design tailpipe emission levels.
alternatives that will mitigate environmental
impacts. b. Types of emissions
“Local” or “criteria” pollutants refer to the types
3.9.3.2 Local air emissions
of air emissions that are most directly linked
a. Emission impacts to impacts on human health. These pollutants
Fig. 209 Vehicle emissions are the predominant source include nitrogen oxides (NOx), sulphur oxides
The older, existing buses of pollutants in urban centres and are directly (SOx), carbon monoxide (CO), and particulate
in developing cities linked to severe health and environmental prob- matter (PM). Additionally, vehicles emit air
create significant air lems (Figure 209). In city centres, motorised
quality problems. toxics, including benzene, formaldehyde, acetal-
Photo by Lloyd Wright
vehicle emissions account for 95 percent of the dehyde, 1,3-butadiene, and acrolein. While
emitted in relatively small concentrations, air
toxics are highly dangerous carcinogens. Also,
the combination of NOx and volatile organic
compounds (VOCs) from vehicle emissions
will combine in the atmosphere to form ground-
level ozone (O3). Ground level ozone is also
commonly known as photochemical “smog”
and is associated with a host of pulmonary ill-
nesses and the brown haze that permeates cities
with excessive automobile emissions. Further,
many developing countries still permit leaded
fuels. Lead emissions are closely associated with
several diseases including cancer and inhibiting
the mental development of children. Although
international efforts are under way to eliminate
the use of lead, the majority African nations still
utilise leaded fuels.
While cleaner engine technologies have some- single trip to replace what was previously sev-
what mitigated these emissions in developed eral separate journeys;
nations, the age and maintenance of develop- 2. System design - The routing structure and
ing-nation vehicles means that even relatively the location of stations and terminals will di-
low vehicle numbers can create health and air rectly affect the distance travelled;
quality problems.
3. System management – Efficiently managing
c. Emissions model the number of vehicles operating at peak and
Equation 5 is the general equation for determin- non-peak times will produce savings.
ing overall emission levels. Each of the three The “fuel efficiency” is affected by at least three
principal elements, behaviour, land-use, and component categories:
technology, has a basic role to play in minimis-
1. Operational efficiency – The “smoothness”
ing emissions. In reality, the emission profile
of the vehicle operations (number of stops,
of each pollutant type is fairly complex. The
ambient emission levels will likely vary by time amount time idling, use of dedicated bus-
of day, day of the week, and the season of the ways, etc.) will impact the fuel usage;
year. Climate, topography, vehicle use patterns, 2. Fuel type – The type of fuel utilised to propel
maintenance practices, and driving behaviour the vehicle will have inherent characteristics
will all play a role. Additionally, interactions that determine likely emissions; and,
between different pollutants will also change 3. Vehicle efficiency – The type of propulsion
the composition and level of pollutants. technology, the materials and design of the
Equation 5: Calculation of transport emissions for an individual mode
Mode share Distance travelled Fuel efficiency
(behaviour) (land-use/design) (technology)
Transport Emissions per
emissions = Number of vehicles x Distance travelled x vehicle distance
per mode travelled
These three broadly-defined variables each vehicle, and the quality of the vehicle mainte-
consist of several different components. For the nance all directly impact the fuel usage rate.
case of public transport, the “mode share” or It is worth noting that “fuel type” is just one
the “number of vehicles” is affected by at least of many constituent parts in this emissions
three component categories: framework. However, too often this category
1. Customer utility – This component includes is the only one pursued by both local and in-
system attributes such as cost, comfort, con- ternational groups seeking to reduce emissions
venience, travel time, and security that en- and improve efficiency. Table 43 provides an
courage people to use a particular mode; overview of each of the component categories to
2. Load factor – The number of occupants per public transport emissions.
vehicle as a percentage of the total maximum d. Emission reduction potential of mode shifting
capacity; and,
The International Energy Agency (IEA) has
3. System capacity – The total capacity of the sys-
conducted research to determine the relative im-
tem effectively acts as the ceiling to the amount
pacts of mode share in comparison to different
of mode share that is possible to achieve.
fuel and propulsion options. The IEA examined
The “distance travelled” is affected by at least the emission impacts of shifting mode share by
three component categories: the capacity equivalent of one bus with a total
1. Land use changes – Transit-oriented-develop- capacity of 120 passengers. Even with the rather
ment (TOD) and complementary land-use modest assumption of only a 50 per cent load
policies can ultimately produce changes in factor for the bus and only eight per cent of the
travel distances by bringing destinations passengers having switched from private vehicles,
closer to trip origins and by allowing for a the resulting emission reductions were substan-
tial. The projected reductions in hydrocarbon pipe standard (and thus the fuel and propulsion
and carbon monoxide emissions per kilometre choice) was overwhelmed by the impact from
were over ten times the emissions of a single bus mode switching. The IEA study notes that:
(IEA, 2002). The reduction per kilometre of
“Regardless of whether a bus is ‘clean’ or ‘dirty’,
particulate matter, nitrogen oxides, and carbon
if it is reasonably full it can displace anywhere
dioxide (fuel use) ranged from two times to four
times the emissions of a single bus (Figure 210). from 5 to 50 other motorised vehicles...” (IEA,
2002, p. 12).
Remarkably, the level of emissions reduced did
not change significantly with buses of strikingly “Certainly, a cleaner bus will yield lower emis-
different emission standards. Buses with Euro 0, sions, but in this scenario the emission reduc-
Euro II, Euro IV, and fuel-cell technology all tions from technology choice are overshadowed
produced roughly the same results. This result by reductions from mode switching (and
occurred because the relative impact of the tail- the resulting ‘subtraction’ of other vehicles)...
Dramatic reductions in road space, fuel use, GPS controlled management of the fleet al-
and most emissions can be achieved through lowing the optimisation of demand and sup-
displacing other vehicles with any bus, even the ply during peak and non-peak periods;
‘Euro 0’ buses typically sold in the developing Encouraging transit-oriented development
world.” (IEA, 2002, p. 48) around stations and along corridors; and,
The IEA results do not imply that fuel and Emission standards currently requiring a
propulsion technology should be ignored in minimum of Euro II emission levels with a
achieving lower emissions. However, the results future schedule requiring eventual Euro III
do suggest that these technologies alone only and Euro IV compliance.
address a relatively small portion of the total
Bogotá is one of the few cities in the world that
emission reduction potential. Improving the
is registering a significant increase in public
efficiency of the transport sector and reducing
transport ridership. According to a study by
emissions revolves around a full set of fac-
Steer Davies Gleave (2003), ten per cent of
tors, including the many factors that are most
ridership on Bogotá’s BRT system comes from
important to customers such as cost, comfort,
persons who previously drove a private vehicle
convenience, and security.
to work. The quality of TransMilenio is such
e. The example of Bogotá’s TransMilenio that even middle- and higher-income travellers
As a system-based approach to public transport, are utilising the system. The older mini-buses
the TransMilenio system is able to address that dominated Bogotá prior to TransMilenio
virtually all the possible components in an were largely not an option that discretionary
emissions reduction effort, as outlined earlier in transit users would frequent.
Table 37. Specifically, TransMilenio is achiev- Prior to TransMilenio, as many as 35,000
ing emission reductions through the following
public transport vehicles of various shapes and
mechanisms:
sizes plied the streets of Bogotá. In order to
Increasing the share of public transport rider- rationalise the system, companies bidding to
ship by dramatically improving the quality participate in TransMilenio were required to
of service (in terms of travel time, comfort, scrap older transit vehicles. During the first
security, cleanliness, etc.); phase of TransMilenio, the winning bids agreed
Replacing 4 to 5 smaller buses with a larger to scrap approximately four older vehicles for
articulated vehicle; each articulated vehicle introduced. In the
Requiring the destruction of 4 to 8 older second phase, the successful bids committed to
buses for every new articulated vehicle intro- scrapping between 7.0 and 8.9 older buses for
duced into the system; each new articulated vehicle. The destruction
of older vehicles prevents the “leakage” of these motorised vehicles are predominantly carbon
vehicles to other cities. dioxide (CO2) but also include some emissions
of methane (CH4) and nitrous oxide (N2O).
Each articulated vehicle in TransMilenio has
From 1995 to 2030, worldwide vehicle owner-
a capacity of 160 passengers. The vehicles are
ship is expected to grow by 228% to over 1.6
currently achieving a load factor of approximately billion vehicles (OECD and EMCT, 1995). The
80 to 90 per cent. The older public transport bulk of this growth is projected to take place
vehicles in Bogotá come in a variety of sizes, from in the developing world. Growth in motorised
micro-buses to full-sized conventional buses. vehicle ownership is due to several factors with
Table 44 summarises recent data collected on per capita income being a decisive influence.
Vehicle purchases tend to jump sharply as per
characteristics of public transit vehicles in Bogotá.
Table 44: Characteristics of public transit vehicles in Bogotá
Fuel Passengers per
Passenger
Vehicle type consumption vehicle-kilometre
capacity
(km / litre) travelled (IPK)
TransMilenio articulated bus, Euro II diesel 160 1.56 5.20
Conventional bus, diesel 70 – 80 2.14 1.00 – 2.27
Conventional bus, Gasoline 70 – 80 1.53 1.00 – 2.27
Medium-sized bus, diesel, models 1995-2004 27 – 45 5.02 0.90 – 2.24
Medium-sized bus, diesel, 1980 model 27 – 45 3.96 0.90 – 2.24
Medium-sized bus, gasoline, 1980 model 27 – 45 2.64 0.90 – 2.24
Micro-bus, diesel 13 – 19 5.54 0.60 – 1.44
Micro-bus, gasoline 13 – 19 3.43 0.60 – 1.44
Source: Martínez, 2004
The differences in “passengers per vehicle-kilo- capita incomes enter a range of US$ 2,000 to
metre travelled” are quite telling. The relative US$ 5,000 (Dargaya and Gately, 1999). Other
efficiency of operating a coordinated system in factors affecting vehicle ownership growth are
larger vehicles translates into economic advan- population growth, urbanisation levels, impor-
tages for the operators. By closely controlling tation regulations, and the quality of alternative
the supply of vehicles during peak and non-peak transport services.
periods, TransMilenio avoids wasteful trips. By b. Calculation of emission reduction potential
contrast, the existing informal operators drive Calculating the impact of the proposed BRT
as much as 16 hours each day regardless of pas- system on greenhouse gas emissions follows
senger flows. As long as the operator’s marginal from the same general emissions equation as
costs (mostly fuel costs) are covered, it makes outlined in Equation 6. Overall emissions are
sense to continue operating. However, this ap- calculated both for the baseline scenario (city
proach leads to the inefficiencies associated with with no new BRT system) and the project
congestion and an oversupply of vehicles. scenario (city with new BRT system). Key data
3.9.3.3 Greenhouse gas emissions inputs in this analysis will be the projections
a. Global trends for mode shares after the system is in place, the
Vehicle emissions are the fastest growing passenger capacity of the new BRT vehicles,
source of greenhouse gas emissions worldwide. the load factor of the vehicles, projections for
Representing 24 percent of greenhouse gas land-use changes, and the relative fuel efficiency
emissions from fossil sources, vehicle emissions of the new BRT vehicles in comparison to the
have emerged as one of the most significant previous transit fleet and to private vehicles.
challenges in mitigating the effects of global As noted earlier, ten percent of Bogotá’s BRT
climate change. Greenhouse gas emissions from ridership previously utilised private vehicles for
commuting. This type of mode shift will have a c. Emissions calculations from Bogotá
substantial impact on greenhouse gas emissions. The Bogotá TransMilenio system is one of the
Likewise, mode shifts from less efficient mini- first transport initiatives to be brought forward
bus operations will also produce an emission for consideration of international emission cred-
benefit. However, the new BRT system will its. Under the Kyoto Protocol, several mecha-
also stimulate some mode shifting that actually nisms have been created to permit participation
produces higher emissions. For example, if per- by developing countries in climate change
sons who previously walked or rode a bicycle to mitigation projects. The Bogotá proposal has
work switch to the BRT system, then emissions been developed under the Clean Development
associated with those individuals will increase. Mechanism (CDM), which could ultimately
Thus, the calculation of the project’s greenhouse award the system developers with Certified
gas impacts necessitates a fairly wide collection Emission Credits (CERs).
of input data. The best solution is to integrate TransMilenio in conjunction with the Andean
the emissions calculation with the transport Development Corporation (a regional develop-
demand model being utilised to project other ment organisation) have estimated the system’s
characteristics of the system. projected greenhouse gas emission reductions.
Other sources of greenhouse gas emissions The emission analysis includes impacts from
include emissions that occur during the con- mode shifting and fuel efficiency improvements.
struction process. The production of cement is a The analysis also accounts for expected emission
fairly significant source of greenhouse gas emis- increases due to industrial emissions from the
sions. Thus, the emissions generated from the construction of concrete busways and the added
construction of concrete busways should also be energy process emissions from the scrapping of
considered in the analysis. older transit vehicles. However, the analysis has
Table 45: Projections for greenhouse gas emission reductions from Bogotá’s
TransMilenio system (tons of CO2-equivalents)
not developed any projections from emission in climate change mitigation. Integrating the
reductions stemming from land-use changes. demand modelling process with the emission
This omission is in part due to the difficulty in calculations will help ensure higher-quality
modelling land-use changes. emission estimations.
Table 45 summarises the study’s results for 3.9.3.4 Noise
the period of 2001 through 2016. The annual The existing older vehicles in most developing
reductions increase significantly over the period cities not only produce high levels of contami-
due to the continued expansion of the Trans-
nant emissions but also generate considerable
Milenio system.
noise pollution. The inefficient engine technolo-
Thus, for just the period of 2001 through 2016, gies in conjunction with poor noise dampening
the TransMilenio system is expected to reduce devices means that noise levels can exceed safe
greenhouse gas emissions by a total of 4.86 mil- levels. Further, the large number of smaller
lion metric tons of CO2 equivalents. The period transit vehicles means that existing systems have
of 2001 through 2016 represents the period high numbers of noise generating mini-buses.
over which the construction of the entire system BRT helps reduce vehicle noise by:
will take place. By 2016, there will be 388
Replacing 4 to 5 mini-buses with a larger
kilometres of exclusive busways constructed in
transit vehicle;
Bogotá. These projections are most likely to be
conservative values given that the impacts from Using quieter engine technologies;
land-use changes are not included. Further, the Managing the system to produce “smoother”
life of the project can be extended significantly vehicle operations;
as much of the infrastructure will have a dura- Employing noise dampening devices; and,
tion of 20 to 30 years before requiring complete Encouraging mode shifting from private ve-
renovation and/or reconstruction. Thus, the hicles to public transport.
relative amount of emission reductions realised Projecting the potential reduction in noise levels
in the year 2016 can be expected to continue for can be difficult since there may be no baseline
many additional years. Based on this assump- noise levels collected for the city. Thus, baseline
tion, an extrapolation of the project through the decibel measurements may be a recommended
year 2030 yields a total emission reduction of part of a pre-project evaluation of the existing
14.6 million metric tons of CO2 -equivalents.
environment. The projected external noise
The estimated emission reductions for Trans- levels of new vehicles are typically specified by
Fig. 211 Milenio show that BRT holds significant the vehicle manufacturers. This information in
A waste water potential to reduce greenhouse gas emissions. conjunction with the average noise level of an
recycling station at a This finding helps to open up additional op- existing transit vehicle can produce an initial
TransMilenio depot. portunities with international funders involved
Photo by Lloyd Wright.
estimation of the projected benefits.
3.9.3.5 Liquid and solid wastes
Transit operations will also generate a variety
of liquid and solid waste products. Waste oil,
other lubricants, and industrial solvents should
be recycled or disposed in an approved manner.
Liquid wastes that are not properly treated can
endanger water supplies. These wastes can be a
particular danger to residents living near transit
depots and other repair shops. Solid waste prod-
ucts such as worn tires and failed components
should also be disposed in a safe manner.
A formal transit system, such as a BRT system,
can help to reduce and control these emis-
sions by providing standard procedures and a
more controlled environment. While informal tion of 33 percent. The city also experienced a
operators may dispose of waste products in 32 percent reduction in personal assaults and
an uncontrolled fashion, concessioned BRT a 19 percent reduction in homicides over the
operators must follow procedures stipulated in same period. These impressive reductions were
the contractual agreements. The TransMilenio achieved through a combination of innovative
depots in Bogotá include infrastructure to measures, of which the BRT system and ac-
facilitate the recycling and proper disposal of companying improvements in public space were
wastes (Figure 211). just one component. Thus, the credit cannot be
directly given to the BRT system, but it is likely
3.9.4 Social impacts that the system has contributed to creating a
3.9.4.1 Types of social impacts safer and more pleasant environment in the city.
Social impacts are also generally positive as
3.9.4.2 Estimating social impacts
BRT systems give lower-income groups more
access to public services and economic oppor- Predicting some of these types of effects can be
tunities. Social impacts refer to the ability of a quite difficult. The affordability of the system
new transit system to help create more social and the expected patronage from lower-income
equity within a city. Thus, this factor is related groups can be predicted from the demand
to previous discussions on affordability and modelling process. The expected impact on
employment creation, as well as social changes social class interactions is probably not possible
due to the new urban environment. to determine with any significant accuracy.
operate without operational subsidies, no public Sustainability refers to whether the proposed
financing will likely be necessary beyond the financing package places an undue amount
provision of infrastructure. of pressure on future administrations. If the
However, developing a complete financing financing stream is based on tenuous assump-
package will require much effort and persis- tions about certain future revenues, then the
tence. Ideally, an effort on financing should long-term viability of the system will be placed
begin at the earliest stages of the planning proc- in doubt. In such cases, the quality of all public
ess. The financing plan should also be developed services can be compromised if future admin-
on an iterative basis with the operational and istrations and future generations are burdened
infrastructure design process since the available with an unrealistic debt level. For this reason,
financing will be a determinant factor in the the financing process and the financing obliga-
design possibilities. The expected financing that tions should be discussed in a wholly transpar-
will be available to private operators should ent manner to allow all parties (including civil
also be a consideration as the technology plan society) to provide input. Finally, the total
is developed. If the cost of the specified transit financing package must be cost-effective. The
vehicle exceeds the likely financing reach of the package should strive to achieve an optimum
private operators, then the implementation of interest rate and a reasonable debt level.
the envisioned plan will be compromised. The long-term vision of the financing strategy
The planning team, though, must be careful not will likely vary from the financing applied to
to be overly pessimistic on the finance possibili- the system’s initial corridors. Bogotá relied
upon local funding sources in its first phase,
ties and subsequently under-design the system.
but is now able to tap a greater amount of in-
BRT’s success in cities such as Bogotá and
ternational financing sources for its subsequent
Curitiba has raised the profile of this mass transit
phases. Table 46 outlines the funding sources
option with many public, private, and interna-
for TransMilenio’s Phase I.
tional financing organisations. Finance should
not become an obstacle to delivering a high-qual- Table 46: Financing for Phase I
ity system that meets the city’s mobility needs. of TransMilenio
3.10.2.1 Financing strategy Percent of
At the outset, the planning team should develop Source contribution to
an overall strategy and approach to system infrastructure costs
financing. Some common characteristics of a Municipality* 48%
successful financing strategy are: Revenue from petrol tax 23%
Diversity National government 19%
Competition World Bank loan 10%
Sustainability * Revenues from the sale of the municipal electricity company
financing organisations. Table 47 summarises Table 47: Potential Financing Sources for BRT
the potential financing sources for these activ-
Activity Area Financing Source
ity areas. Section 3.1.5 has already discussed
financing options for planning activities. System Planning Local and national Sources
Bi-Lateral assistance agencies (e.g. GTZ, USAID)
For the most part, the financing plan will United Nations Development Programme (UNDP)
concentrate on financing infrastructure. The Global Environment Facility (GEF)
business model developed in Section 3.5 should Private foundations
have ensured that the equipment costs (e.g., Infrastructure Local and national general tax revenues
buses) will be financed by the private sector. Petrol taxes
Road pricing / congestion charging
The private operators themselves will need to
Parking fees
develop their own financing plans so that the Improved enforcement of traffic regulations
focus of the public financing will likely remain Land value taxation
on infrastructure. Sales or leasing of commercial space near stations
Advertising
3.10.2.3 Local and national sources Merchandising
The most stable and low-cost financing options Commercial banks
Municipal bonds
are likely to found quite close to home. Local World Bank
revenue sources are generally the base financing Regional Development Banks (e.g., ADB, IDB)
source for realising BRT initiatives, especially Emissions trading
during the initial project phases. As was the Equipment (e.g. buses) Private sector bus operators
case for Bogotá, local and national sources may Bus manufacturers
well be sufficient to finance much of the sys- Bi-Lateral export banks
International Finance Corporation
tem’s initial infrastructure. Cities and national Commercial banks
governments also exert more control over their
own resources, and thus in many instances, can Petrol taxes
ascertain the long-term reliability of the revenue Road or congestion pricing
flow. Further, many potential local sources Parking fees
for BRT also carry the benefit of discouraging Enforcement of traffic regulations
private vehicle use, which will only further
Land-valuation taxation
strengthen the soundness of the BRT system.
Most of these fees and taxes will also act as
a. Existing transport budgets disincentives to private vehicle use. Petrol taxes,
The logical starting point for any financing parking fees, and congestion pricing will all
plan is to examine existing budgets for public help to encourage public transport use.
transport and roadway development. Often the
Bogotá made use of a dedicated tax stream from
price of a single flyover project is equivalent to
the taxation of petrol. Twenty eight percent of
launching much of the BRT system. Re-direct-
Colombia’s petrol tax is hypothecated directly
ing local and national roadway projects to
to eligible public transport projects such as
transit priority projects can be justified on both
TransMilenio. In a similar manner, the State
cost and equity grounds. In many instances, the
of North Carolina in the United States has
BRT investments will serve the dual purpose
delivered an innovative scheme to ensure public
of improving both public transport and private
transit projects receive the necessary funding.
vehicle infrastructure. The construction of the
One-half of one percent of the State sales tax
TransMilenio corridors in Bogotá also included is set aside for municipal transit projects. This
upgrades to the nearby mixed traffic lanes. revenue source generates approximately US$
b. Fees and taxes 50 million each year. The State then uses these
Dedicated revenue streams from special fees funds to provide a 50 percent match for munici-
and taxes can help establish a long-term sustain- pal transit projects.
able basis for financing BRT development and As noted previously, congestion charging and
expansion. Such fees and taxes include: electronic road pricing has served as a highly
Local and national general tax revenues effective revenue stream for public transport
projects in London and Singapore (Figure 213). As with a lack of parking regulations, traffic
These measures have also been credited with enforcement in general is an area that many
substantially reducing vehicle congestion levels. developing cities have not entirely controlled.
However, road pricing schemes can be complex The development of the BRT system provides
to implement. Further, given the technology in- a reason to improve overall traffic control and
volved and significant start-up costs, a separate enforcement. Enforcement of laws on speeding,
initial financing plan may be necessary just to stopping, and obeying lane markings will help
implement a road pricing scheme. The munici- ensure smoother traffic patterns as the new
pality may have to wait several years before the street configurations are introduced. Improved
initial investment delivers a net return. traffic enforcement can also generate revenues
Parking fees can be equally as effective in dis- from fines and penalties. While enforcement of
couraging vehicle use as road pricing, but the previously ignored traffic laws requires a tre-
relative ease of implementation of parking restric- mendous change of street culture, the promise
tions makes parking control a more viable short- of the new transit system can help mitigate
and medium-term option (Figure 214). However, some of the public criticism. If the fines and
changes in parking fees and regulations will penalties are dedicated towards the new public
likely require local council approval. In the case transit system, then there may be greater public
of applying fees to parking at commercial sites, acceptance of tighter enforcement of traffic
special legislation is also a likely requirement. regulations. Clearly, though, coordination with
the local and national police agencies will be
Many developing cities may currently have few
Fig. 213 required to implement a new enforcement ethic
parking restrictions and poor parking enforce-
The congestion charging (Figures 216 and 217).
scheme in London ment. While a parking fee regime will produce a
provides significant dramatic increase in city revenues in such cases, Land-value taxation is a new financing oppor-
funding for the city’s the political challenge of introducing an entirely tunity that holds much promise to revolutionise
bus system. new charging scheme can be difficult. the manner in which mass transit projects are
Photo by Lloyd Wright
financed. The arrival of a high-quality transit
However, the operating cost of a parking fee
Fig. 214 and 215 system along a corridor can dramatically in-
programme will be significantly less than a road
Parking fees can also crease the value of properties in the area. The
be an appropriate pricing programme. Relatively little physical set-
proximity to the transit network means greater
revenue stream to up is required and the administrative structure
finance a BRT system. may already be in place through existing park-
Parking fees in Cuenca, ing regulations. Thus, a parking fee programme
Ecuador (right photo) can begin providing BRT revenues relatively
have helped to finance
bus priority measures in quickly. The city of Cuenca (Ecuador) has
the city. utilised a parking control initiative as a highly-
Photo on left by Lloyd Wright effective mechanism for helping to finance new
Photo on right courtesy of the
Municipality of Cuenca bus priority measures (Figure 215).
was only £ 3.5 billion (US$ 6.3 billion). Unfor- Fig. 216 and 217
tunately, none of the windfall increases in prop- Enforcing traffic and
erty values were captured by the government. A parking regulations can
send the right message
tax on the property value increases could have about public priorities
paid for the Jubilee Line extension. Thus, many as well as provide an
groups are devising property valuation mecha- effective municipal
convenience for residents and greater customer revenue source.
flows for commercial enterprises. The idea is nisms to help capture revenues to pay for the
Photos by Lloyd Wright
being pursued in the United Kingdom where transit infrastructure (Figure 218).
land values around several high-profile transit While these fees and taxes have considerable
projects have increased significantly. Property appeal as a basis for BRT financing, there is one
values within one kilometre of stations on the significant barrier. Each requires a great deal of
Jubilee Line extension (London Underground political will to implement. Fees and taxes are
system) increased by approximately £ 13 billion never politically easy to introduce, especially for
(US$ 23.4 billion) as the project developed political officials viewing re-election. However,
(Riley, 2001). The cost of the entire extension the political benefits of delivering a high-quality
Fig. 218
Land-value taxation is
a mechanism to capture
the windfall property
value gains from
properties near new
transit systems.
Photo by Carlos Pardo.
public transit system can be a strong counter- to distinguish signage relating to system use.
force to these concerns. Ultimately, the viability The general despoiling of the aesthetic quality
of the entire BRT projects rests on the will of the system can lower the image of the system,
of elected officials to create a markedly better which is directly related to customer satisfaction
transit system for the city. and usage. Visual degradation can also lead to
c. Commercial revenue opportunities increased incidences of graffiti, vandalism and
other criminal activities.
The inherent attractiveness of the new transit
system can open up new commercial op- Some BRT systems have achieved such a
portunities that will produce positive revenue positive status within their communities that
streams. Commercial development of stations, revenue opportunities exist with system mer-
advertising, and merchandising are just a few chandising. The sale of system t-shirts, model
the creative mechanisms that the city can take stations and buses, and other souvenirs can
advantage of to generate additional revenues. in fact provide a reliable revenue stream. The
marketability of the system relates back to the
As strategic nodes for development and com-
quality of the initial marketing impression
mercial enterprise, BRT systems also present
(system name, logo, etc.) as well as the degree of
many opportunities for commercialisation. The
social pride attained through the delivery of a
space inside and around stations and terminals
high-quality product.
holds particular value given the high volumes
of persons passing through the system. Land d. Local lending institutions
values often skyrocket upon the announcement Local commercial banks and national develop-
of a public transit corridor. System developers ment banks are both logical targets for financ-
can take advantage of this situation by control- ing requests. If the municipality has maintained
ling and selling commercial space. Mass transit an acceptable credit rating with lending institu-
systems in cities such as Manila and Bangkok tions, then access to these institutions should be
have used the leasing of commercial space to reasonably straight forward. National develop-
help fund infrastructure costs (Figure 219). ment banks typically have a stated mandate to
Likewise, the selling on advertising space at support major infrastructure initiatives at the
stations and within buses can be an option local level, and thus these institutions should
Fig. 219 and 220 be particularly targeted for support. Further,
to consider (Figure 220). However, the com-
Commercial property development banks may also offer interest rates
development and mercialisation of the system must be done with
a great deal of caution. Commercial signage below the commercially available rates.
advertising within
the system, if done in should be discretely done, if at all, or it will risk The local commercial banks may be particularly
an appropriate and degrading the visual and aesthetic quality of the relevant to providing capital for the acquisition
subtle manner, can be a system. When commercial signage overwhelms of transit vehicles by the concessioned private
lucrative revenue source.
Photos by Lloyd Wright
stations and buses, then customers are less able operators. In many instances, the private opera-
tors may already have an established relation- While a PPP offers the highly attractive notion
ship with the commercial lending institutions. of providing a city with a mass transit system
However, in both the cases of commercial lend- at no public cost, the viability and terms of
ers and national development banks, the relative such agreements have a relatively poor history.
PPPs with rail-based systems in cities such as
unfamiliarity with BRT as a concept may create
Kuala Lumpur and Bangkok have undergone
hesitancies. If lenders are unsure of BRT’s vi-
bankruptcy proceedings. The expectation is
ability as a successful mass transit option, then
often that the public sector will intercede with
they may not be enthusiastic about financing
investment if the private system becomes finan-
the project. In Phase I of Bogotá’s TransMilenio cially unstable. Unfortunately, failed PPPs occur
project, the private operators largely were not all too often. The demands of recovering both
able to access loans from the commercial banks. capital and operating costs through the fare
The lending institutions were unfamiliar with system create tensions in terms of tariff levels
BRT and did not have confidence in the overall and service quality. In some cases, the required
scheme. However, following the great success tariff levels are well outside of the affordable
of Phase I, there is significant competition range of the city’s lowest income groups. Ad-
amongst the commercial lenders to provide ditionally, to recover their full investment, the
capital to the subsequent phases. private company typically receives a relatively
e. Municipal bonds long concession, perhaps as long as 20 to 30
Municipal bond issues are quite frequently uti- years. With such a long contractual period, the
municipality is tied to an agreement that gives
lised in North America and Europe to finance
little flexibility in addressing future changes in
major municipal infrastructure projects. This
the urban environment.
funding mechanism is less widely used in devel-
oping cities. However, in some cases, municipal Further, the resulting system will likely only
bonds may be an appropriate mechanism to operate in the most lucrative corridors. Since
minimise financing costs. The viability of this the PPP will be unrelated to other transport
approach will depend on whether a legal struc- services in the city, there is typically no fare
ture exists to issue the bonds and whether there integration with these other services. For exam-
ple, although different private sector rail systems
is sufficient market confidence in the municipal-
cross one another in both Bangkok and Manila,
ity’s financial record. In some cases, guarantees
passengers have to pay twice to go from one
from the national or provincial government may
corridor to another. In many instances, physical
be required to bolster market confidence. Such
integration is not provided either, meaning that
guarantees will also act to reduce the required
just walking from one line to another is difficult.
interest rate of the bond issue.
Funding infrastructure through revenues also
f. Public-private partnerships (PPPs) brings up issues of fairness and equity. Urban
A notable omission from the list of infrastruc- road infrastructure for private vehicles is typi-
ture financing options in Table 47 is private cally financed through the general tax base.
developers. Both private operators and private Thus, why should public transport users have
development firms are sometimes used in what to pay for their infrastructure by themselves
is known as public-private partnerships (PPPs) when private vehicle owners do not? A public
for infrastructure. A typical PPP arrangement transport user ends up paying for both the
implies that a private firm will construct a infrastructure of the transit system and the
mass transit system’s infrastructure in return infrastructure of the private vehicle users.
for a concession on operating the network. The In summary, the expected fare levels and service
infrastructure investment is then recovered by needs of developing cities are quite difficult to
the firm through system revenues (i.e., fares). achieve with PPPs. Further, requiring public
Thus, in a PPP, both capital and operating costs transport users to exclusively finance their own
are recovered through system revenues. PPPs infrastructure raises serious questions over fair-
are often used successfully in building toll roads. ness and equity.
directly manages the day-to-day activities of tariffs. This division also oversees the private
TransMilenio’s four divisions: Administration, operator with the fare collection concession.
Planning, Operations, and Finance. The Inter- Figure 224 gives the structure for the Financial
nal Control Officer ensures that TransMilenio’s Division.
internal financial operations are conducted in a Figure 224:
proper manner in accordance with the regula- Financial Division of TransMilenio SA
tions established by the Board of Directors and
the municipality. This position also oversees the ���������
fulfilment of the internal financial audit. The ��������
Legal Affairs Officer ensures that legal docu-
ments and contracts are in compliance with all
local and national laws.
��������������
The Planning Division of TransMilenio is ��������
������������
��������������
focused upon the planning activities required
for the expansion of the system. The Planning The Administrative Division provides support
Division thus takes the lead on new corridor services to TransMilenio SA in terms of human
projects. Figure 222 indicates the structure of resources, budgeting, and general services. The
the Planning Division. structure of the Administrative Division is
Figure 222: given in Figure 225.
Planning Division of TransMilenio SA
Figure 225:
Administrative Division of TransMilenio SA
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and maintenance together. If a construction tion noise, and the blowing dust can all give
problem appears in the future, it will clearly be the new system a negative first impression to
the responsibility of the construction firm to the population (Figure 226). Thus, organising
correct it. the construction work in a city-friendly manner
A sense of competition can also be achieved should be a top consideration.
within the construction contracting by de- A construction plan should be delivered in con-
veloping many different tender opportunities. junction with the contracted firms. Each step of
Rather than rely upon a single firm to construct the process should be mapped out to minimise
all corridors, stations, terminals, and depots, the negative impacts. In some cases, construc-
contracting distinct elements to different firms tion at nights, weekends, and holidays may be
can be quite advantageous. The municipality the best options for avoiding the prolonged
will be able to judge the performance of each closure of key connecting roads. A public educa-
company, and thus make decisions about the tion plan can also help to warn residents of the
best performing firms for future contracts. This work and to offer suggestions on commuting
comparative analysis will likely spur a better alternatives. It may also be best to work on a
performance from each of the participating segment by segment basis rather than closing
firms. Further, dividing distinct elements the entire length of a particular corridor. How-
between different competitors will avoid over- ever, the particular strategy will depend much
burdening the capacity of a few firms. If the upon local circumstances. The management of
construction process only uses one or two firms, traffic re-routing and traffic control during the
then there may be a greater risk of serious delays construction should be coordinated between
or problems since a problem with a single firm the construction firm, the police, and the public
will affect the entire project. transit agency.
3.10.4.3 Legal structure of contracts The manner of the construction process should
All contractual agreements should be rigorously also be noted in the construction contract. It is
vetted by legal staff to ensure compliance with also possible to include financial incentives to
Fig. 226
relevant laws and regulations. The exact struc- construction firms that successfully minimise
The construction
process can cause many ture of a contract will vary according to each negative impacts of road closings and construc-
problems including country’s own legal system. tion dust and noise.
congestion, noise, and
dust. A construction 3.10.5 Construction plan 3.10.6 Maintenance plan
plan should seek to Start-up problems aside, most systems operate
minimise these types of The construction process represents a great
inconveniences. risk to the image and future of the new transit well and project a highly-positive image through
Photo courtesy of TransMilenio SA system. The closing of roadways, the construc- its initial years. As systems age, though, the
question arises as to whether it will maintain
its initial quality and performance. Bus systems
are notoriously left with little investment and
civic care over the long term. Thus, developing
a maintenance plan and dedicated funding
stream to upkeep the system is fundamental to
its long-term performance.
The maintenance of some equipment items such
as buses will be the responsibility of private sec-
tor operators (Figure 227). Thus, maintenance
and quality standards must be explicitly stated
in the original contractual agreements. The
maintenance of system infrastructure compo-
nents (busways, stations, terminals, depots, and
control centre) will depend on the nature of
the original construction contracts. As noted in
operational adjustments that frequently occur Peak capacity of public transport system;
in the first year of operation. After the initial Average wait times;
months of operation, though, a regular pattern
Total travel cost;
of data collection should be established.
Transit subsidy levels;
Baseline data may also need to be collected
across several different points of time. Some Number of positive media reports on system /
baseline factors will likely vary by time of day, number of negative media reports on system;
day of the week, and months of the year. The Customer satisfaction.
original modelling process is another rich
source of potential baseline data. Evaluating the 3.10.7.3 Economic indicators
projections from the demand modelling process The potential indicators for evaluating economic
will also be helpful in determining the accuracy impacts include:
of the model for future applications.
Employment created during the construction
3.10.7.2 System performance indicators phase;
The potential indicators for evaluating system Employment created in the operational phase;
performance include:
Economic value of travel time savings;
Mode shares (public transport, private ve-
Economic value from the reduction of con-
hicles, walking, cycling, taxis, motorcycles,
etc.); gestion;
Average travel times; Property values near stations and corridor;
Average public transport vehicle speeds; Shop sales near stations and corridor;
Average private vehicle speeds; Vacancy rates of properties near stations and
Passenger capacity of roadway; corridor;
Fig. 228
Perhaps the most
important indicator of
a transit system’s success
is the opinion of the
customers.
Photo courtesy of TransMilenio SA.
220
Bus Rapid Transit Planning Guide
Bogotá, Colombia
http://www.transmilenio.gov.co
Boston, USA
http://www.allaboutsilverline.com
Brisbane, Australia
http://www.transport.qld.gov.au/busways
Cleveland, USA
http://www.euclidtransit.org
Curitiba, Brazil
http://www.curitiba.pr.gov.br/pmc/ingles/solu-
coes/transporte/index.html
Eugene, USA
http://www.ltd.org/brt1.html
Hartford, USA
http://www.ctbusway.com/nbh
Leeds, UK
http://www.firstleeds.co.uk/superbus/html/
Miami, USA
http://www.co.miami-dade.fl.us/transit/future/
info.htm
Orlando, USA
http://www.golynx.com/services/lymmo/index.
htm
Phoenix, USA
http://www.ci.phoenix.az.us/brt
Pittsburgh, USA
http://www.portauthority.com
Quito, Ecuador
http://www.quito.gov.ec/trole/trole_1.htm
References 225
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