Who pays in and receives tax money for transit in the Chicago metropolitan region

Amidst the fight over tax dollars for mass transit in the Chicago region, here is a breakdown of where the tax money comes from and who gets to spend it:

Metra, the CTA and Pace receive around half of their operating revenues from fares, but most of the remainder comes from sales taxes. It’s calculated using unbelievably complicated state formulas that incorporate geography into divvying up the spoils. However, a 2008 state law change raising the sales tax left the disposal of some of the money up to the Regional Transportation Authority. That’s meant power struggles the last two years.

A look at 2012 sales tax dollars received by the RTA shows that 27.5 percent of that revenue derives from Chicago. The biggest chunk, or 50 percent, comes from suburban Cook County. Elsewhere, DuPage County contributed 8.6 percent, Lake 5 percent, Will about 4 percent, Kane about 3 percent and McHenry not quite 2 percent.

There are two different ways to interpret those numbers. Cook County, including Chicago, delivers 77 percent of transit funding. Or — the suburbs combined provide 72 percent of transit funding compared to Chicago.

In terms of revenue going out in 2014, the CTA will get $661 million in operating funds from the RTA, Metra receives $365.4 million, and Pace $151.6 million. When you cut up that pie, it’s 56 percent CTA, 31 percent Metra and 13 percent Pace.

So it sounds like complaints from DuPage County about the money they are contributing is a smaller slice of the pie overall – it is suburban Cook County that is chipping in the most.

Another issue: suburbanites might complain that they are not getting in return the money they put in but isn’t more expensive to run good mass transit in the spread-out suburbs? In other words, if the collar counties wanted mass transit similar to that of Chicago, wouldn’t it cost more from everyone?

Gathering more support for mass transit by telling drivers it helps keep the highways clear

The growing popularity of mass transit in Utah may be explained by an interesting pitch to drivers:

Oddly enough, one of UTA’s most effective strategies for uniting people was targeting those who don’t use public transit. The agency and its advocates pointed out that TRAX ridership saves 29,000 trips — or two full freeway lanes — in the Interstate-15 corridor every day. Road-reliant businesses like UPS ran ads explaining that FrontLines would help residents get their packages quicker by reducing traffic.

As the article notes, this is just part of the picture in how expensive new mass transit can be built. The message explained above is intriguing: drivers, you may not use mass transit, but you should support it for others so that it makes your drive easier. What is the tipping point here where you need enough of those drivers to stop driving and use mass transit versus some drivers wanting to keep driving because there is less traffic? I wonder if this could also verge into classism: those who can afford to drive and help pay for mass transit will continue to do so while those who would economically benefit from not having to drive as much will do so.

New report says Chicago area transit agencies have a host of issues

Here are some of the issues facing Chicago area transit agencies according to an Illinois task force:

• The Metra scandal demonstrated that “those responsible for the transit system do not always have the rider’s best interests at heart.” Many transit board members are appointed without background checks and there are no ethics rules or discipline for those guilty of misdeeds, the task force found.

• There are four transit boards with 47 people appointed by 16 elected officials. The system leads to a lack of accountability and “makes it difficult to know who is responsible when the system is not functioning well,” the report stated. Instead of pushing for excellence, boards are more about representing political or geographic constituencies.

• A 2007 Illinois auditor general’s report found duplication and lack of coordination among various transit fiefdoms. That situation hasn’t improved in the past six years, the task force found.

• A coordinated regional transit plan to increase ridership is lacking. Traffic congestion has nearly tripled since 1980 but the percentage of commutes to work using transit have dropped from 18 percent to 13 percent in that time frame.

• The transit system under-serves the region. Only 53 percent of jobs in the six-county area can be reached using transit within 90 minutes, according to one estimate and another projection puts that number at 24 percent.

• Funding formulas encourage turf wars and a “divisiveness that splits the region and creates competition,” the report found.

Sounds like too many agencies with members who represent all sorts of groups (and perhaps not the riders) leading to a system that is not so great.

If the problems are easy to spot, what are some workable solutions? Illinois is known for fragmented government bodies – many levels with lots of groups having access to tax dollars – so this wouldn’t necessarily be easy to change. Are there models from other metropolitan areas that could produce a better mass transit system? What might Chicago area residents get in mass transit if these problems were reduced?

The most used subways in the world and American complaints about crowded mass transit

Check out this list of the subways with the most riders. This is the top 10: Tokyo, Seoul, Beijing/Moscow (tied), Shanghai, Guangzhou, New York City, Mexico City, Paris, and Hong Kong. Here is how the story describes these subways:

While vital to both big-city residents and visitors, subway systems can inspire a love-hate relationship, with overcrowding blamed for much of the frustration. While we may not love riding in sardine-like train cars, we do appreciate the efficiency and even beauty of many of the world’s most popular subway stations.

I’m not sure why there is consternation about the crowded nature of these subways: are there more efficient ways to move millions of people in some of the densest areas humans have every known? If everyone could have their personal space, like in cars which Americans prefer, it becomes really hard to have cities with densities like those in the top 10. If we operate with the assumption that all humans would prefer to be in less crowded spaces if they could afford to, then this might make sense.

I wonder if such complaints in the United States about crowded mass transit betrays American sensibilities for privacy and space. While people in other countries might choose mass transit over the costs of cars (and they are expensive to operate, in addition to the space, infrastructure, and resources they require), Americans work in the opposite direction: they would prefer a car until it becomes too difficult. For example, see this discussion about getting wealthier Americans to ride buses.

When you build a Walmart in Chicago, you better make sure public transit goes there

A new Walmart under construction on Chicago’s South Side has a problem: public transit doesn’t make it all the way to the store.

CTA bus routes No. 106 East 103rd and No. 111 111th/King Drive currently stop at Cottage Grove Avenue, which is several blocks from the store that is part of a $135 million development.

Beale said he is outraged and he threatened to convene public hearings on the CTA bus routes if the situation is not rectified by the time the Wal-Mart opens this week.

The alderman said the retail developer built the site to accommodate buses with a bus turnaround and nearby sidewalks for commuters. He said CTA officials told him it would cost $680,000 a year to extend the two bus routes to the Wal-Mart. But Beale said the costs would be offset by the additional riders making trips to the store.

CTA officials, acknowledging that they signed the 2011 contract Beale described, said late Monday afternoon that the transit agency is working with the developer and Beale and will implement service “as soon as possible.”

It sounds like the CTA is behind on this one. At the same time, this provides an interesting contrast to the typical suburban or exurban Walmart which relies on a large parking lot full of drivers. Big box stores are still relatively rare in denser big cities, even as companies like Walmart and Target (their first Manhattan location opened three years ago) are looking to expand. Thus far, the Walmarts in Chicago are more on the edges of the city, lending themselves to driving.

It would be interesting to hear how the companies themselves, local residents, and the city describe how the big box experience changes in an urban area. This would be ripe for participant observation as the store opens and both changes and is influenced by the surrounding urban neighborhood.

Greener driving doesn’t just involve greener cars; could also make a smarter, greener road

In addition to greener cars, improvements to the infrastructure of roads would help make the whole system greener:

In Toronto, a university team has rolled out a software system that enables traffic lights to learn how cars and trucks flow under them—and then adjust their patterns of reds and greens to move that traffic more smoothly. The software, which uses artificial intelligence techniques, is installed at 59 intersections in downtown Toronto. The team’s computer modeling says this system of “smart self-learning traffic lights” reduces travel times by 25 percent and lowers carbon-dioxide emissions by 30 percent, according to a report issued this spring by the University of Toronto’s Baher Abdulhai, who is one of the system’s designers.

A slick piece of traffic-light software doesn’t get the juices flowing as much as, say, a battery-powered car that can rocket from zero to 60 in fewer than four seconds and never needs to fill up at a gas station. (That car would be the Tesla Roadster.) But such ho-hum advances may matter more. The United States has approximately 100,000 plug-in electric vehicles on the road, according to Plug In America, an electric-vehicle advocacy group. Though that’s a big jump from a few years ago, it still constitutes just 0.04 percent of the roughly 250 million cars of all types on American roads. And given that not quite 16 million new cars are sold in the United States annually, turning over today’s auto fleet will take many years. That means techniques that make the existing mass of cars move around more efficiently could have a much bigger near-term effect than radically environmentally friendlier ways to spin a car’s wheels…

The automotive analog of the smart grid is what some have dubbed the smart road. Companies from Google to major auto makers are testing cars that either are fully driverless or use technology to minimize a driver’s role in controlling the vehicle. One ostensible benefit of Big Brother sitting at the wheel is that he’d probably operate the car in a way that gets better gas mileage than you would. In Europe, a consortium of institutes and companies that includes Volvo is developing what it calls “road trains.” The concept, funded by the European Commission, is part NASCAR and part George Jetson…

Other, less technologically radical smart-road trappings have begun rolling out on a bit larger scale. More and more cities around the world have car-sharing programs, which use wireless technology to enable someone who has signed up to find an available car using a computer or smartphone and unlock it using a program’s membership card. Typically a user pays per-minute or per-hour for the car. When she’s done with it, she parks it near her destination, either in one of the car-sharing program’s designated spots or in a regular on-street parking space. The details vary according to the program. Because at least some members do away with owning a car, each shared car reduces the number of total cars on the road.

Fewer drivers tooling around city streets in their cars in search of parking spaces could have a sizable effect on the roads. An analysis of several studies conducted over many decades suggests that a whopping 30 percent of traffic in large cities is caused by drivers looking for parking spots, according to a 2006 report  by Donald Shoup, a UCLA urban-planning professor, who with his students conducted his own deep dive into traffic in Los Angeles’ Westwood Village. More traffic, of course, means more fuel consumed and more greenhouse gas emitted.

Perhaps all of these approaches would be best. It would be interesting to compare the costs and the beneficial impact of all of these options: having greener cars likely passes a lot of the costs to new car buyers but the other options dealing with the infrastructure could spread the costs across taxpayers and new apps or information (like Waze) could be put in the hands of drivers.

Additionally, these options bypass appear to bypass one sticking point for many Americans: feeling like they have to give up their car or that the government is trying to make driving more difficult. By making driving easier and letting them feel more in control (with some cost of course), they then don’t feel like their “right to drive” is being impinged upon. At the same time, this article doesn’t weigh all of these options versus increased mass transit.

Suburban worries that Metra troubles may end up giving Chicago more influence

DuPage County Chairman Dan Cronin doesn’t want the troubles with Metra to give Chicago an opportunity to grab more power over regional transit:

As Metra tries to function amid scandal, it’s essential the suburbs maintain their influence on the board, DuPage Chairman Dan Cronin warned Friday.

With state lawmakers and Gov. Pat Quinn pushing to reinvent the troubled agency, there’s a danger whatever emerges will shift the balance of power to Chicago, Cronin said.

“I’m here representing the nearly 1 million people in DuPage County,” Cronin said. “I want to make sure their voice is heard. We have to be mindful of transit needs in the suburbs.”…

Friday marked the first time the board of directors has met since its game-changing session in June when they approved a separation agreement with former CEO Alex Clifford that’s been called a golden parachute at best and “hush money” at worst…

Other fallout included the departures of Kane County appointee Mike McCoy and DuPage’s Paul Darley. McCoy, a civil engineer and former county chairman, and business owner Darley were considered independent voices on the board.

There is not much context here about Cronin’s statements. However, this statement hints at larger issues. This is part of a ongoing power struggle in the Chicago region between the city and suburban interests. There are transit needs in DuPage County including rail lines to Chicago and major highways and roads (plus a lack of mass transit to points within the county itself outside of Metra lines). And Metra is not the only flashpoint; the Regional Transit Authority is another issue. But, this could also simply be a manifestation of something many suburbanites, particularly conservatives, fear: Chicago is a power-hungry entity that can’t wait to dictate more policy to the rest of Illinois. And this may be the reason many suburbanites live there in the first-place or now justify their suburban presence: they wanted to get away from Chicago.

The unfinished “concrete bathtub” Block 37 CTA station

Here is an inside look at the partly completed Block 37 CTA station that was once intended to be home to express service to both Chicago airports:

The superstation, which was mothballed in 2008, runs on a diagonal from beneath the corner of Randolph and Dearborn streets, southeast to the corner of State and Washington streets. I’m not supposed to say how you access the space — security concerns, you know — but let’s just say that a variety of elevators, locked doors and ladders are involved.What’s striking once you get in the space is its size: as long as a football field-and-a-half (472 feet), 68 feet wide and averaging 28 feet high. Call it a concrete bathtub — or an “envelope,” as our tour guide, Chicago Transit Authority Chief Infrastructure Officer Chris Bushell, put it — with rows of support pillars receding into the dim far distance. And all completely unlit, except for some temporary light strung up on the mezzanine and the portable lights we brought along…

The money needed for express train service, likely in the billions, never was obtained. And any private-sector interest melted away when the economy entered its worst downturn in many decades in the late 2000s. So, the city stopped after completing the shell and built no more.

By that time, though, City Hall had spent $218 million — $171 million of CTA bonds, $42 million in tax-increment financing and $5 million from outside grants, the CTA says. And to make the station useable — to connect the tracks, build the escalators, attach all of the needed electrical and plumbing to the outlets — will take an additional $150 million or so, the CTA says.

It’s too bad the city won’t say what they envision doing with this space. Just how long will it stay empty? Because of this, I’m a little surprised Chicago was willing to show reporters exactly what they built. Not only was several hundred million spent, the city still does not have any faster train service to the airports. All together, this is not exactly a shining moment in Chicago infrastructure.

Better to expand Metra service to Oswego and Yorkville or use money to solve problems within the region?

Discussion is growing about expanding Metra commuter rail service to Oswego and Yorkville but where the money will come from is an issue:

Metra board directors on Friday supported increasing a consulting contract by $439,631 for a total of $2.26 million to review the Yorkville option. The funding for the engineering study comes from a federal grant, earmarked in 2003 by former House Speaker Dennis Hastert of Yorkville.

The agency has been considering locating stations in Oswego but Yorkville is being added since it offers an optimal site for a yard to house trains. Montgomery is also in the mix as a new station.

But how to pay for operating the expansion and related construction — since most of the route is outside the six-county region that Metra serves — is an unknown. A sales tax in Cook, DuPage, Kane, Lake, McHenry and Will counties subsidizes part of the costs of running Metra, but it isn’t levied in Kendall County…

Oswego Village Administrator Steve Jones said the Metra station was “extremely important. Up until the housing crash, Oswego and the immediate area was one of the fastest-growing areas in the country. As residents move to the area, they have some expectations for transportation for employment and cultural matters … just being linked to the city.”

Since Oswego and Yorkville have been growing, this makes some sense. Yet, I wonder if it wouldn’t be better to find money, grants and otherwise, to expand train service within the six county region. As currently constituted, Metra service is based on a hub and spokes model where riders have to go into the city before heading back out. Why not find money to develop belt lines where riders can move between job centers, particularly places like Naperville, Schaumburg, and Hoffman Estates as well as O’Hare Airport? Indeed, there are already plans for such a line that involve expanding an existing beltway rail line. Read more here about the STAR Line.

More broadly, this is a question of whether officials should encourage continued expansion of metropolitan areas through the construction of new infrastructure or help deal with the existing issues of metropolitan regions. People may choose to move to places like Oswego or Yorkville but officials don’t necessarily have to find the money to support it.

Mapping Chicago area income inequality by Metra route

Crain’s Chicago Business put together an interactive map that shows income levels by Metra train stop:

The geographic disparity in Chicago’s wealth can be seen by tracking household income in the ZIP codes of Metra train stations. The Union Pacific North and Milwaukee District North lines pass through some of the wealthiest ZIP codes, while the Metra Electric and Rock Island lines go through some of the poorest.

Several quick thoughts:

1. This reflects historic settlement patterns in the Chicago region.

2. I wish there was another set of data layered on top of this: daily ridership from each stop. This way, we could see if income is related to ridership. Could these mass transit lines primarily benefit people from wealthier areas in the Chicago region? In other words, do these commuter lines reinforce income differences? Are these train lines generally a boon for communities compared to Chicago suburbs without commuter train stations?

3. Of course, looking at ZIP codes of the train stations is inexact. Depending on the location of the station, people might drive from other zip codes. What we really need is more exact information from riders themselves: where do they live, what is their income, why do they utilize this particular stop, etc.

4. Also, why use average household incomes rather than median household incomes? Using the average likely increases the variation among train stations but also allows outliers in income to have more influence in the data.

h/t Curbed Chicago