JPB Board of Directors Meeting of July 9 2020

Correspondence as of July 1 2020

Subject

1 Idling Trains at San Francisco Station Caltrain

2 Key Caltrain Performance Statistics Raw Data

From Raymond Chang ltraymondcjchanggmailcomgt Sent Thursday June 25 2020 406 PM To Tietjen Brent ltTietjenBsamtranscomgt Cc Public Comment ltPublicCommentsamtranscomgt Subject Re Idling Trains at San Francisco Station Caltrain CAUTION This email originated from outside of the San Mateo County Transit District Unless you recognize the senders email address and know the content is safe do not click links open attachments or reply

Hi Brent Just wanted to follow up on my previous email - Ive noticed that the idling situation has been really bad the past several days Ive heard idling noises past 120 AM last night right before I went to bed I saw a public comment by Chad H who suggested 1 The first train that is ready to be shut down for the night park it at Platform 12 This will create a wall that blocks noise from other trains The trains are over 12 feet wide and almost 20 feet high they act as a fantastic noise wall 2 Do not idle trains at platform 12 The noise echoes down King street and adds significantly to neighborhood noise If you need to idle trains past 9pm in the neighborhood park those trains on platforms 4-9 and as a backup on platforms 2-3 IF for some reason the anti-idling policies are unable to be enforced properly (and this could be done in conjunction with reducing idling) this would at least alleviate some of the noise pollution issues nearby residents face because the empty trains would be able to block out some of the idling noises However this wont really solve the air pollution issue I personally am a fan of public transportation and the fact that it helps decrease overall car reliance However this back-and-forth the past several months has made me extremely frustrated at the lack of improvements despite my constant pestering Ive already tried doing the following - filing a noise complaint for some odd reason when I called SFPD they redirected me to the San Mateo County Sheriffs Office which didnt do much unfortunately - wrote to the California Air Resource Board (CARB) - they reached out to Caltrain but unfortunately they dont have anyway to enforce idling limits - called the Bay Area Air Quality Management District - they unfortunately also dont have anyway to enforce idling limits - wrote to the Caltrain Board of Directors my district supervisor Mayor London Breed - wrote to a SF Chronicle Reporter who wrote an article about prior complaints about idling (httpswwwsfchroniclecombayareaarticleSome-Mission-Bay-neighbors-fuming-over-12383764php) - posting a bunch of idling videos on my Twitter and tagged the Caltrain Twttier handle in them - no dice - created a petition and shared it during the board meeting - things seemed to improve for about 2 days Then went back to normal At the end of the day I just want Caltrain to do their job in ensuring the noise and air pollution is reasonable to the nearby residents At this rate I dont think Caltrain is doing enough considering all the anti-idling procedures and equipment available because I dont really see them being enforced used Thanks -Raymond

From Raymond Chang ltraymondcjchanggmailcomgt Sent Thursday June 25 2020 406 PM To Tietjen Brent ltTietjenBsamtranscomgt Cc Public Comment ltPublicCommentsamtranscomgt Subject Re Idling Trains at San Francisco Station Caltrain CAUTION This email originated from outside of the San Mateo County Transit District Unless you recognize the senders email address and know the content is safe do not click links open attachments or reply

Hi Brent Just wanted to follow up on my previous email - Ive noticed that the idling situation has been really bad the past several days Ive heard idling noises past 120 AM last night right before I went to bed I saw a public comment by Chad H who suggested 1 The first train that is ready to be shut down for the night park it at Platform 12 This will create a wall that blocks noise from other trains The trains are over 12 feet wide and almost 20 feet high they act as a fantastic noise wall 2 Do not idle trains at platform 12 The noise echoes down King street and adds significantly to neighborhood noise If you need to idle trains past 9pm in the neighborhood park those trains on platforms 4-9 and as a backup on platforms 2-3 IF for some reason the anti-idling policies are unable to be enforced properly (and this could be done in conjunction with reducing idling) this would at least alleviate some of the noise pollution issues nearby residents face because the empty trains would be able to block out some of the idling noises However this wont really solve the air pollution issue I personally am a fan of public transportation and the fact that it helps decrease overall car reliance However this back-and-forth the past several months has made me extremely frustrated at the lack of improvements despite my constant pestering Ive already tried doing the following - filing a noise complaint for some odd reason when I called SFPD they redirected me to the San Mateo County Sheriffs Office which didnt do much unfortunately - wrote to the California Air Resource Board (CARB) - they reached out to Caltrain but unfortunately they dont have anyway to enforce idling limits - called the Bay Area Air Quality Management District - they unfortunately also dont have anyway to enforce idling limits - wrote to the Caltrain Board of Directors my district supervisor Mayor London Breed - wrote to a SF Chronicle Reporter who wrote an article about prior complaints about idling (httpswwwsfchroniclecombayareaarticleSome-Mission-Bay-neighbors-fuming-over-12383764php) - posting a bunch of idling videos on my Twitter and tagged the Caltrain Twttier handle in them - no dice - created a petition and shared it during the board meeting - things seemed to improve for about 2 days Then went back to normal At the end of the day I just want Caltrain to do their job in ensuring the noise and air pollution is reasonable to the nearby residents At this rate I dont think Caltrain is doing enough considering all the anti-idling procedures and equipment available because I dont really see them being enforced used Thanks -Raymond

From Raymond Chang ltraymondcjchanggmailcomgt Sent Friday June 26 2020 256 PM To Tietjen Brent ltTietjenBsamtranscomgt Cc Public Comment ltPublicCommentsamtranscomgt Subject Re Idling Trains at San Francisco Station Caltrain CAUTION This email originated from outside of the San Mateo County Transit District Unless you recognize the senders email address and know the content is safe do not click links open attachments or reply

Hi Brent Just another quick follow up - Ive been in correspondence with someone else frustrated at the current idling situation and they suggested the following Documenting for each platform bull train or locomotive arrival time (date time incoming train locomotive ) bull train or locomotive departure time (date time outgoing train locomotive ) While also recording the start andor end time of each of the following for each platform bull tests (along with type) bull inspections (along with type) bull maintenance (along with type) bull locomotive shutdown or restart bull locomotive leaving wo train or arriving to couple to train bull connection or disconnect train to wayside power (not the same as loco shutdown or restart) Collection and analysis of this kind of very easily recorded data would very quickly reveal any failure to follow procedures instead of having things improve for 2-3 days and reverting back to normal Caltrain spent millions of dollars installing the wayside power in SF SJ and at their CEMOF maintenance facility so why not use the equipment for saving fuel reducing engine hours and cutting both air and noise pollution and maybe even improve the livability of the surrounding areas Once again just a reminder that the new electric trains are at least several years away and its unreasonable for current residents of Mission Bay to deal with this ongoing issue especially when were being asked to stay at home due to COVID-19 AND the fact that there is already existing equipment available that can help mitigate this issue And once again I want to suggest that trains that will need to idle late into the night (ie past 89 pm) be parked at the central platforms so the other empty trains can act as a sound barrier I would love to have an actual enclosed station but at this rate that would probably happen by 2050 Thanks -Raymond

From Tietjen Brent ltTietjenBsamtranscomgt Sent Friday June 26 2020 331 PM To Raymond Chang ltraymondcjchanggmailcomgt Cc Public Comment ltPublicCommentsamtranscomgt Subject RE Idling Trains at San Francisco Station Caltrain Hi Raymond Thank you I am confirming I have received your messages and that I will bring this to the attention of our Operations team Brent From Tietjen Brent ltTietjenBsamtranscomgt Sent Tuesday June 30 2020 406 PM To Raymond Chang ltraymondcjchanggmailcomgt Cc Public Comment ltPublicCommentsamtranscomgt Subject RE Idling Trains at San Francisco Station Caltrain Hi Raymond Thanks again for your email In response to your question 1 on June 22 our operations team let me know that the wayside power cannot be used during cleaning because both the HEP and main engine are connected and provide the powerair for all of our safety devices such as the radio intercoms brakes doors and lighting With regards to trains operating past 8pm please note that we have many revenue service trains coming in and leaving the San Francisco Station past 8pm with our last train arriving at 1205am There are also times when operations will have to run dead head trains to prepare for service in San Jose shift trains to our maintenance facility for repair as well as a number of other circumstances where you may see trains that are not on the schedule Unfortunately we do not have the agency staff and resources to provide evidence of train movements platform arrivals and startend time of each train Our crews are doing what they can to reduce idling as much as possible with the constraints of running a railroad I have forwarded your suggestion for track placement the operations team for consideration Thank you again for your comments and suggestions Best Brent Tietjen

From Jeff CarterTo Board (caltraincom)Cc Seamans DoraSubject Re Key Caltrain Performance Statistics Raw DataDate Friday June 26 2020 115515 AMAttachments Caltrain Key Performance Statistics December 2018 With Notes Jeff Carterpdf

feb_2020_ridership_report_standalone Notes By Jeff CarterpdfMobile Tickets Feb Through Dec 2018xlsx

To CaltrainJPB Board of Directors and Staff

This is a follow-up to my email correspondence of 2-June-2020

Each month the board agenda packet includes a monthly Key Performance Statistics Report Thisincludes a written staff report and several graphscharts of ridership and ticket sales data Most recentlystaff has produced a chart showing the effects of COVIDshelter in place on ridership These charts aremost likely created from an Excel spreadsheet I am requesting that the spreadsheet raw data beincluded as part of the monthly ldquoKey Performance Statistics Reportrdquo or as backup data available throughthe Caltrain website I would note that some past reports included the raw data used to create thegraph For example in the December 2018 Key Statistics Report presented in the February 7 2019Agenda packet it shows the raw data below the graph ldquoCaltrain Mobile Ticketing-Monthly Sales by TicketTyperdquo I have attached the December 2018 report in which I have noted such plus additional notes onother graphs

I have entered the data presented in ldquoGraph Crdquo creating my own Excel spreadsheet and graph (alsoattached) which is almost identical to ldquoGraph Crdquo in the December 2018 Key Performance StatisticsReport Why canrsquot staff include the spreadsheet with the graph Why canrsquot staff provide spreadsheetdata for all graphs

Ideally Caltrain should provide a breakdown by type of fare product i e

TVM one-way

TVM ED one-way

TVM day-pass

TVM ED day-pass

TVM Zone upgrade

Clipper one-way

Clipper ED one-way

Clipper monthly

Clipper ED monthly

Go-Pass eligible users

From Tietjen Brent ltTietjenBsamtranscomgt Sent Friday June 26 2020 331 PM To Raymond Chang ltraymondcjchanggmailcomgt Cc Public Comment ltPublicCommentsamtranscomgt Subject RE Idling Trains at San Francisco Station Caltrain Hi Raymond Thank you I am confirming I have received your messages and that I will bring this to the attention of our Operations team Brent From Tietjen Brent ltTietjenBsamtranscomgt Sent Tuesday June 30 2020 406 PM To Raymond Chang ltraymondcjchanggmailcomgt Cc Public Comment ltPublicCommentsamtranscomgt Subject RE Idling Trains at San Francisco Station Caltrain Hi Raymond Thanks again for your email In response to your question 1 on June 22 our operations team let me know that the wayside power cannot be used during cleaning because both the HEP and main engine are connected and provide the powerair for all of our safety devices such as the radio intercoms brakes doors and lighting With regards to trains operating past 8pm please note that we have many revenue service trains coming in and leaving the San Francisco Station past 8pm with our last train arriving at 1205am There are also times when operations will have to run dead head trains to prepare for service in San Jose shift trains to our maintenance facility for repair as well as a number of other circumstances where you may see trains that are not on the schedule Unfortunately we do not have the agency staff and resources to provide evidence of train movements platform arrivals and startend time of each train Our crews are doing what they can to reduce idling as much as possible with the constraints of running a railroad I have forwarded your suggestion for track placement the operations team for consideration Thank you again for your comments and suggestions Best Brent Tietjen

From Jeff CarterTo Board (caltraincom)Cc Seamans DoraSubject Re Key Caltrain Performance Statistics Raw DataDate Friday June 26 2020 115515 AMAttachments Caltrain Key Performance Statistics December 2018 With Notes Jeff Carterpdf

feb_2020_ridership_report_standalone Notes By Jeff CarterpdfMobile Tickets Feb Through Dec 2018xlsx

To CaltrainJPB Board of Directors and Staff

This is a follow-up to my email correspondence of 2-June-2020

Each month the board agenda packet includes a monthly Key Performance Statistics Report Thisincludes a written staff report and several graphscharts of ridership and ticket sales data Most recentlystaff has produced a chart showing the effects of COVIDshelter in place on ridership These charts aremost likely created from an Excel spreadsheet I am requesting that the spreadsheet raw data beincluded as part of the monthly ldquoKey Performance Statistics Reportrdquo or as backup data available throughthe Caltrain website I would note that some past reports included the raw data used to create thegraph For example in the December 2018 Key Statistics Report presented in the February 7 2019Agenda packet it shows the raw data below the graph ldquoCaltrain Mobile Ticketing-Monthly Sales by TicketTyperdquo I have attached the December 2018 report in which I have noted such plus additional notes onother graphs

I have entered the data presented in ldquoGraph Crdquo creating my own Excel spreadsheet and graph (alsoattached) which is almost identical to ldquoGraph Crdquo in the December 2018 Key Performance StatisticsReport Why canrsquot staff include the spreadsheet with the graph Why canrsquot staff provide spreadsheetdata for all graphs

Ideally Caltrain should provide a breakdown by type of fare product i e

TVM one-way

TVM ED one-way

TVM day-pass

TVM ED day-pass

TVM Zone upgrade

Clipper one-way

Clipper ED one-way

Clipper monthly

Clipper ED monthly

Go-Pass eligible users

From Jeff CarterTo Board (caltraincom)Cc Seamans DoraSubject Re Key Caltrain Performance Statistics Raw DataDate Friday June 26 2020 115515 AMAttachments Caltrain Key Performance Statistics December 2018 With Notes Jeff Carterpdf

feb_2020_ridership_report_standalone Notes By Jeff CarterpdfMobile Tickets Feb Through Dec 2018xlsx

To CaltrainJPB Board of Directors and Staff

This is a follow-up to my email correspondence of 2-June-2020

Each month the board agenda packet includes a monthly Key Performance Statistics Report Thisincludes a written staff report and several graphscharts of ridership and ticket sales data Most recentlystaff has produced a chart showing the effects of COVIDshelter in place on ridership These charts aremost likely created from an Excel spreadsheet I am requesting that the spreadsheet raw data beincluded as part of the monthly ldquoKey Performance Statistics Reportrdquo or as backup data available throughthe Caltrain website I would note that some past reports included the raw data used to create thegraph For example in the December 2018 Key Statistics Report presented in the February 7 2019Agenda packet it shows the raw data below the graph ldquoCaltrain Mobile Ticketing-Monthly Sales by TicketTyperdquo I have attached the December 2018 report in which I have noted such plus additional notes onother graphs

I have entered the data presented in ldquoGraph Crdquo creating my own Excel spreadsheet and graph (alsoattached) which is almost identical to ldquoGraph Crdquo in the December 2018 Key Performance StatisticsReport Why canrsquot staff include the spreadsheet with the graph Why canrsquot staff provide spreadsheetdata for all graphs

Ideally Caltrain should provide a breakdown by type of fare product i e

TVM one-way

TVM ED one-way

TVM day-pass

TVM ED day-pass

TVM Zone upgrade

Clipper one-way

Clipper ED one-way

Clipper monthly

Clipper ED monthly

Go-Pass eligible users

Jeff Carter

Textbox

See pages 3 amp 4 of 8 for notes by Jeff Carter

Jeff Carter

Oval

Jeff Carter

Oval

RIDERSHIP TRENDS

February 2020

Prepared by the Division of Strategic Planning amp Performance

April 2020

Table of Contents

Executive Summary 1

Ridership 3

Estimated Passenger Trips by Line 3

Estimated Passenger Trips by Fare Zone Pair 4

Estimated Passenger Trips by Ticket Type 5

Passenger Loads 6

RTA Ride Free Permit Free Trips 6

Accessible Trips 7

Bicycle Trips 7

Ridership Influences 8

Employment 8

Gas Prices 9

Road Construction 10

Service Changes 10

Special Events and Promotions 10

Passenger Revenue and Ticket Sales 11

Passenger Revenue 11

Ticket Sales 14

Link-Up and PlusBus Sales 19

Reduced Fare Sales 20

Executive Summary Estimated passenger trips increased 11 percent in February 2020 compared to February 2019 February 2020 had the same number of weekday and Sundaysholidays February 2020 had a leap day with one additional Saturday compared to February 2019 February 2019 saw prolonged service disruptions on the Metra Electric due to ice storms and a Canadian National Freight derailment In response to this disruption and a polar vortex event in January 2019 Metra offered free rides on the weekend of February 16-17 2019 Since no tickets were issued these rides were not included in overall ridership calculations There was no sustained service disruption in February 2020 There was also no free ride weekend promotion Estimated passenger trips increased 11 percent in the last three months compared to 2019 Estimated passenger trips have decreased 15 percent in the last 12 months compared to the previous 12 months

Table 1 Estimated Passenger Trips by Month 1

Month Estimated Passenger Trips (Thousands) Change

2016 2017 2018 2019 2020 2016-2020 2019-2020 Jan 6513 6762 6661 5850 5957 -85 18 Feb 6310 5985 5651 5729 5793 -82 11 Mar 6666 6474 6176 6040 00 00 Apr 6497 6305 6162 6205 00 00 May 6681 6618 6426 6276 00 00 Jun 7066 6941 6607 6400 00 00 Jul 7110 6759 6623 6526 00 00 Aug 6866 7055 6742 6487 00 00 Sep 6766 6530 6347 6244 00 00 Oct 6832 6740 6694 6504 00 00 Nov 6943 6475 6261 6024 00 00 Dec 6153 5976 5739 5760 00 00 Year-to-date 12823 12747 12312 11579 11751 -84 15 Last 3 Months 19207 18900 18288 17318 17511 -88 11 Last 12 Months 81391 80326 78186 75356 74215 -88 -15 sup1 Values are rounded to the thousand Change is calculated based on the unrounded values

Executive Summary Estimated passenger trips increased 11 percent in February 2020 compared to February 2019 February 2020 had the same number of weekday and Sundaysholidays February 2020 had a leap day with one additional Saturday compared to February 2019 February 2019 saw prolonged service disruptions on the Metra Electric due to ice storms and a Canadian National Freight derailment In response to this disruption and a polar vortex event in January 2019 Metra offered free rides on the weekend of February 16-17 2019 Since no tickets were issued these rides were not included in overall ridership calculations There was no sustained service disruption in February 2020 There was also no free ride weekend promotion Estimated passenger trips increased 11 percent in the last three months compared to 2019 Estimated passenger trips have decreased 15 percent in the last 12 months compared to the previous 12 months

Table 1 Estimated Passenger Trips by Month 1

Month Estimated Passenger Trips (Thousands) Change

2016 2017 2018 2019 2020 2016-2020 2019-2020 Jan 6513 6762 6661 5850 5957 -85 18 Feb 6310 5985 5651 5729 5793 -82 11 Mar 6666 6474 6176 6040 00 00 Apr 6497 6305 6162 6205 00 00 May 6681 6618 6426 6276 00 00 Jun 7066 6941 6607 6400 00 00 Jul 7110 6759 6623 6526 00 00 Aug 6866 7055 6742 6487 00 00 Sep 6766 6530 6347 6244 00 00 Oct 6832 6740 6694 6504 00 00 Nov 6943 6475 6261 6024 00 00 Dec 6153 5976 5739 5760 00 00 Year-to-date 12823 12747 12312 11579 11751 -84 15 Last 3 Months 19207 18900 18288 17318 17511 -88 11 Last 12 Months 81391 80326 78186 75356 74215 -88 -15 sup1 Values are rounded to the thousand Change is calculated based on the unrounded values

-2-

Figure 1 Estimated Passenger Trips by Month

For the 2020 budget year Metra estimated total annual passenger trips to be 738 million To track how well ridership is comparing to this budgeted amount monthly estimates have been calculated by distributing the budgeted trips throughout the year based on the distribution in previous years Unanticipated differences in holiday and special event travel are common explanations for variations between the monthly budget distribution and actual ridership These effects are less pronounced at the quarterly and annual level Table 2 shows the estimated monthly passenger trips compared to this distribution

Table 2 Estimated vs Budget Passenger Trips 1

Month Estimated Passenger Trips (Thousands)

Variance Budget (2020) Actual (2020)

Jan 5900 5957 10 Feb 5750 5793 08 Mar 6060 00 1st Quarter 17710 - 00 Apr 6200 00 May 5905 00 Jun 6685 00 2nd Quarter 18790 - 00 Jul 6430 00 Aug 6270 00 Sep 6375 00 3rd Quarter 19075 - 00 Oct 6320 00 Nov 5980 00 Dec 5885 00 4th Quarter 18185 - 00 Year-to-date 11650 11751 09 Total 73760 - 00

sup1 Values are rounded to the thousand Variance is calculated based on the unrounded values

4000

4500

5000

5500

6000

6500

7000

7500

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Estim

ated

Pas

seng

er T

rips

(Tho

usan

ds)

2016 2017 2018 2019 2020

-3-

Ridership Estimated ridership figures are based on the number of ticket sales multiplied by a standard ridership factor unique to each ticket type in addition to the number of RTA Ride Free Permit passenger trips reported by conductors

Estimated Passenger Trips by Line Table 3 shows estimated passenger trips by line for the current month the last three months and the last 12 months Estimated passenger trips increased by 11 percent in the last three months compared to the previous year and decreased 15 percent in the last 12 months compared to the previous year

Table 3 Estimated Passenger Trips by Line

Line February Last 3 Months Last 12 Months

2019 2020 Change 2019 2020 Change 2019 2020 Change BNSF 1208521 1213309 04 3603241 3658629 15 15685844 15507969 -11 HC 59192 62575 57 169815 182766 76 724975 743598 26 MD-N 498435 502566 08 1516588 1535742 13 6556897 6559242 00 MD-W 460715 457686 -07 1382334 1380604 -01 6084707 5904148 -30 ME 541673 581179 73 1707127 1721825 09 7575375 7322563 -33 NCS 127969 123730 -33 373792 369987 -10 1621355 1585456 -22 RI 590473 575420 -25 1758461 1746809 -07 7515829 7325374 -25 SWS 194450 191845 -13 572020 564319 -13 2403858 2354433 -21 UP-N 647712 674305 41 1948967 2019095 36 8593205 8607957 02 UP-NW 794175 802709 11 2439795 2466105 11 10526728 10407046 -11 UP-W 605481 608137 04 1846251 1865165 10 8066777 7897662 -21 Total 5728794 5793460 11 17318389 17511044 11 75355546 74215444 -15

-4-

Estimated Passenger Trips by Fare Zone Pair Table 4 shows estimated passenger trips by fare zone pair for the current month the last three months and the last 12 months

bull The long-term decline in No Zone Pair passenger trips is expected to continue as data collection improvements and the shift to the Ventra App cause fewer trips to be reported without a zone pair

bull In July 2018 year-long testing of the zone consolidation policy began All tickets for Zones K through M were capped to the price of Zone J tickets This caused an increase in passenger trips for Zone A-J and a decrease for passenger trips for Zones A-K and A-M There are no stations in Zone L

Table 4 Estimated Passenger Trips by Fare Zone Pair 1

Zone Pair February (Thousands) Last 3 Months (Thousands) Last 12 Months (Thousands)

2019 2020 Change 2019 2020 Change 2019 2020 Change A-A 19 24 252 54 67 247 237 261 104 A-B 432 461 68 1280 1354 58 5474 5549 14 A-C 830 850 24 2456 2531 31 10412 10502 09 A-D 995 993 -02 2925 2960 12 12561 12428 -11 A-E 1286 1271 -12 3801 3790 -03 16080 16044 -02 A-F 744 730 -19 2187 2176 -05 9676 9259 -43 A-G 466 458 -17 1362 1356 -05 5870 5785 -15 A-H 363 362 -02 1082 1097 13 4737 4645 -19 A-I 124 120 -31 371 368 -07 1619 1558 -38 A-J 51 49 -36 155 155 02 515 662 287 A-K - - - - 125 - A-M - - - - 32 - A-J K amp M 51 49 -36 155 155 02 671 662 -13 Intermediate 171 171 02 507 505 -04 2274 2175 -43 No Zone Pair 248 304 226 1137 1151 13 5745 5349 -69 Total 5729 5793 11 17318 17511 11 75356 74215 -15 sup1 Values are rounded to the thousand Change is calculated based on the unrounded values

-4-

Estimated Passenger Trips by Fare Zone Pair Table 4 shows estimated passenger trips by fare zone pair for the current month the last three months and the last 12 months

bull The long-term decline in No Zone Pair passenger trips is expected to continue as data collection improvements and the shift to the Ventra App cause fewer trips to be reported without a zone pair

bull In July 2018 year-long testing of the zone consolidation policy began All tickets for Zones K through M were capped to the price of Zone J tickets This caused an increase in passenger trips for Zone A-J and a decrease for passenger trips for Zones A-K and A-M There are no stations in Zone L

Table 4 Estimated Passenger Trips by Fare Zone Pair 1

Zone Pair February (Thousands) Last 3 Months (Thousands) Last 12 Months (Thousands)

2019 2020 Change 2019 2020 Change 2019 2020 Change A-A 19 24 252 54 67 247 237 261 104 A-B 432 461 68 1280 1354 58 5474 5549 14 A-C 830 850 24 2456 2531 31 10412 10502 09 A-D 995 993 -02 2925 2960 12 12561 12428 -11 A-E 1286 1271 -12 3801 3790 -03 16080 16044 -02 A-F 744 730 -19 2187 2176 -05 9676 9259 -43 A-G 466 458 -17 1362 1356 -05 5870 5785 -15 A-H 363 362 -02 1082 1097 13 4737 4645 -19 A-I 124 120 -31 371 368 -07 1619 1558 -38 A-J 51 49 -36 155 155 02 515 662 287 A-K - - - - 125 - A-M - - - - 32 - A-J K amp M 51 49 -36 155 155 02 671 662 -13 Intermediate 171 171 02 507 505 -04 2274 2175 -43 No Zone Pair 248 304 226 1137 1151 13 5745 5349 -69 Total 5729 5793 11 17318 17511 11 75356 74215 -15 sup1 Values are rounded to the thousand Change is calculated based on the unrounded values

-5-

Estimated Passenger Trips by Ticket Type Table 5 shows estimated passenger trips by ticket type for the current month the last three months and the last 12 months Special event tickets and other data irregularities can affect month-to-month comparisons of passenger trips by ticket type

bull There was no fare increase in 2019 and 2020 10-ride ticket sales were not impacted by stockpiling

Table 5 Estimated Passenger Trips by Ticket Type 1

Ticket Type February (Thousands) Last 3 Months (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change

Share 2019

Share 2020

Monthly Pass 3625 3583 -11 632 619 10396 10100 -28 601 578 10-Ride Ticket 1407 1397 -07 245 241 4241 4498 60 245 257 One-Way Ticket 554 607 94 97 105 1946 2121 90 113 121 Weekend Pass 89 141 590 15 24 513 532 38 30 30 Special Passes - 0 DIV0 00 00 - 19 DIV0 00 01 RTA Ride Free Permit 59 65 89 10 11 189 200 59 11 11 Total 2 5734 5793 10 17285 17469 11

Ticket Type Last 12 Months (Thousands)

2019 2020 Change Share2019

Share2020

Monthly Pass 44199 42928 -29 586 579 10-Ride Ticket 18016 18160 08 239 245 One-Way Ticket 9496 9568 08 126 129 Weekend Pass 2698 2554 -53 36 34 Special Passes 90 102 132 01 01 RTA Ride Free Permit 872 869 -04 12 12 Total 2 75372 74182 -16 sup1 Values are rounded to the thousand Change and share are calculated based on the unrounded values 2 Passenger trip totals differ from those presented in other tables in this report due to adjustments made for group sales marketing sales and refunds

-6-

Passenger Loads

Table 6 shows the average daily passenger loads by service period for the current month the last three months and the last 12 months derived from conductor counts Average peak-peak direction passenger loads decreased 20 percent in the current month and average total weekday passenger loads decreased 29 percent in the same period

Table 6 Average Daily Passenger Loads 1

Service Period February (Thousands) Last 3 Months

(Thousands) Last 12 Months

(Thousands) 2019 2020 Change 2019 2020 Change 2019 2020 Change

Peak - Peak Direction 212 208 -20 195 196 08 209 209 00 Peak - Reverse Direction 17 16 -75 17 16 -24 19 19 -21 Midday 27 26 -30 28 28 02 31 31 -07 Evening 13 12 -103 14 13 -30 16 15 -37 Weekday 269 261 -29 253 254 04 275 274 -04 Saturday 48 44 -82 52 50 -52 59 61 26 Sunday 31 28 -71 33 31 -64 39 37 -32 sup1 Values are rounded to the thousand Change is calculated based on the unrounded values

RTA Ride Free Permit Free Trips Figure 2 shows the number of RTA Ride Free Permit passenger trips for the last five years Trips are included in ridership estimates because Metra is eligible for reimbursement for the number provided

Figure 2 RTA Ride Free Permit Passenger Trip

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec2016 76784 77078 85954 81123 85310 89288 86783 89663 83539 83510 79896 746752017 72726 73158 80628 75719 84407 84381 81781 89173 78708 82745 73628 692062018 68638 63698 72687 71983 79182 75265 79722 80810 72603 80818 70598 662862019 62843 59480 70922 73569 76584 73139 76954 77252 73600 78962 67948 660952020 68906 64765

-

10

20

30

40

50

60

70

80

90

100

RTA

Ride

Fre

e Pe

rmit

Pass

enge

r Trip

s (Th

ousa

nds)

2016 2017 2018 2019 2020

-7-

Accessible Trips

Figure 3 shows the number of trips provided using accessible equipment Accessible equipment consists of bridge plates on the Metra Electric Line and wheelchair lifts on all other lines

Figure 3 Accessible Trips

Bicycle Trips Figure 4 shows the number of trips provided where the passenger transported a bicycle

Figure 4 Bicycle Trips

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec2019 2086 2207 2713 3049 3123 3039 3311 3572 3335 3502 2776 26392020 2746 2333

-

500

1000

1500

2000

2500

3000

3500

4000

Acce

ssib

le T

rips

2019 2020

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec2019 8420 7291 10690 13719 16477 19688 22170 22050 20171 17722 11469 99542020 9132 8689

-

5000

10000

15000

20000

25000

Bicy

cle

Trip

s

2019 2020

-8-

Ridership Influences

Many different factors (such as the employment gas prices road construction service changes and special events) can influence ridership trends

Employment

Figure 5 shows the number of persons employed in the six-county Chicago Region The number of persons employed decreased 11 percent in January 2020 compared to January 2019

Figure 5 Persons Employed in the Chicago Region 1

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year-to-

date Average

2016 4033 4078 4115 4128 4150 4192 4218 4155 4125 4106 4105 4087 4033

2017 4044 4070 4098 4066 4102 4156 4151 4089 4085 4088 4115 4102 4044

2018 4050 4113 4130 4111 4131 4171 4187 4131 4113 4147 4161 4113 4050

2019 4079 4108 4129 4141 4132 4212 4207 4192 4147 4142 4136 4107 4079

2020 4036 - - - - - - 4036 Change 2019-2020

-11 -

1000

-1000

-1000

-1000

-1000

-1000

-1000

-1000

-1000

-1000

-1000

-11

sup1 Values are rounded to the thousand Change is calculated based on the unrounded values

Source Illinois Department of Employment Security

3900

3950

4000

4050

4100

4150

4200

4250

2016 2017 2018 2019 2020

Pers

ons E

mpl

oyed

(Tho

usan

ds)

-9-

Gas Prices Figure 6 shows the average price of unleaded regular gas for the Chicago-Naperville-Elgin area The average price of a gallon of regular unleaded gas was $258 in February 2020 a $022 increase compared to February 2019

Figure 6 Chicago Region Average Gas Prices

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year-to-

date Average

2016 $189 $161 $200 $224 $240 $261 $230 $229 $231 $231 $214 $233 $175

2017 $245 $232 $235 $255 $243 $234 $238 $245 $258 $254 $274 $258 $238

2018 $269 $259 $264 $285 $308 $301 $294 $292 $294 $285 $249 $226 $264

2019 $216 $236 $271 $301 $311 $294 $304 $281 $274 $268 $262 $258 $226

2020 $263 $258 $000 $000 $000 $000 $000 $000 $000 $000 $000 $260 Change

2019-2020

$047 $022 $000 $000 $000 $000 $000 $000 $000 $000 $000 $000 $034

Source Bureau of Labor Statistics

$000

$050

$100

$150

$200

$250

$300

$350

2016 2017 2018 2019 2020

Aver

age

Pric

e of

Gas

-10-

Road Construction No new roadway construction projects of regional significance began in February The following projects are either under construction or were recently completed

bull Jane Byrne Interchange Reconfiguration ndash In 2015 work began on a major reconfiguration of the Jane Byrne Interchange Work is expected to continue through 2022

Service Changes On June 1 weekend service on the BNSF Rock Island and UP-NW lines was increased as part of a pilot project to increase weekend ridership The pilot project was continued for the BNSF and UP-NW after September 3 with minor adjustments to run times and scheduled stops The pilot project was discontinued for the Rock Island Line as of September 3 although one additional Saturday morning train was retained on the schedule A two-year reverse-commute pilot project began March 4 on the Milwaukee District-North The Milwaukee District-North schedule was adjusted to add two outbound morning express trains between Union Station and Lake Forest and one inbound evening train

Special Events and Promotions On February 8-9 and February 15-16 Metra added hourly weekend express trains on the Metra Electric and Rock Island lines for travel to the Chicago Auto Show Metra sold a $5 special event pass valid for two days on either weekend The pass was available from ticket agents and conductors 168 passes were sold The NBA All Star Weekend occurred February 14-16

-11-

Passenger Revenue and Ticket Sales

Changes in fares ticket policies and ticket sales channels can affect passenger revenue and ticket sales trends bull In June 2018 Metra stopped selling Monthly Passes and 10-Ride Tickets from vending machines at 15 non-

downtown stations on the Metra Electric Line bull In June 2018 Metra ended its Ticket-by-Internet program bull In July 2018 yearlong testing of the zone consolidation policy began All tickets from Zone A to Zones K

through M were capped at the price of Zone J tickets bull In July 2018 select stations with perceived inconsistencies in distance from downtown were reassigned to

closer zones Ashland Racine West Pullman Stewart Ridge and State Street stations moved from Zone D to C On the Metra Electric mainline the 83rd Street and 87th Street stations were moved from Zone C to B On the Rock Island Beverly Branch the 123rd Street Station was moved from Zone D to C

bull In December 2018 an update to the Ventra app ended the option for purchasing mobile tickets without creating a Ventra account

bull Customers on the Metra Electric Line received a 15 percent discount on their April 2019 Monthly Pass The discount was offered as compensation for two weeks of service disruptions in January and February including all or part of six days without any service caused by unusually severe weather conditions and damage from the derailment of a CN train

bull On the weekend of February 16-17 2019 Metra offered free rides on all trains Ridership from the weekend of February 16-17 is not included in the quantity of Weekend Passes sold in February 2019 as passengers were not required to purchase a ticket

bull On June 1 2019 Metra began allowing monthly pass holders to use their ticket to travel anywhere in the system on weekends where previously travel was restricted to the zones on the ticket

Special event tickets and other data irregularities can affect month-to-month comparisons of passenger revenue and ticket sales figures

bull Stockpiling of 10-Ride Tickets occurred in advance of the 2017 and 2018 fare increases As a result 10-Ride Ticket passenger revenue and ticket sales were overstated in January 2018 and understated in subsequent months As there was no fare increase in 2019 May 10-Ride Ticket sales were not reduced by stockpiling in January 2019 as they have been in previous years

Passenger Revenue Table 7 shows passenger revenue by line for the current month the last three months and the last 12 months

Table 7 Passenger Revenue by Line 1

Line February (Thousands) Last 3 Months (Thousands) Last 12 Months (Thousands)

2019 2020 Change 2019 2020 Change 2019 2020 Change BNSF $6079 $6092 02 $18163 $18548 21 $79142 $78499 -08 HC $309 $328 63 $889 $964 84 $3805 $3916 29 MD-N $2524 $2539 06 $7707 $7857 19 $33506 $33549 01 MD-W $2317 $2293 -10 $6963 $6988 03 $30708 $29862 -28 ME $2437 $2587 61 $7672 $7741 09 $34103 $32721 -41 NCS $727 $707 -28 $2129 $2135 03 $9274 $9101 -19 RI $2783 $2702 -29 $8293 $8257 -04 $35547 $34697 -24 SWS $908 $900 -09 $2684 $2671 -05 $11296 $11086 -19 UP-N $2894 $2995 35 $8762 $9090 37 $38795 $38946 04 UP-NW $4077 $4097 05 $12570 $12737 13 $54471 $53836 -12 UP-W $3011 $3016 02 $9217 $9353 15 $40472 $39672 -20 Total $28067 $28257 07 $85050 $86340 15 $371118 $365886 -14 1 Values are rounded to the thousand Change is calculated based on the unrounded values

-11-

Passenger Revenue and Ticket Sales

Changes in fares ticket policies and ticket sales channels can affect passenger revenue and ticket sales trends bull In June 2018 Metra stopped selling Monthly Passes and 10-Ride Tickets from vending machines at 15 non-

downtown stations on the Metra Electric Line bull In June 2018 Metra ended its Ticket-by-Internet program bull In July 2018 yearlong testing of the zone consolidation policy began All tickets from Zone A to Zones K

through M were capped at the price of Zone J tickets bull In July 2018 select stations with perceived inconsistencies in distance from downtown were reassigned to

closer zones Ashland Racine West Pullman Stewart Ridge and State Street stations moved from Zone D to C On the Metra Electric mainline the 83rd Street and 87th Street stations were moved from Zone C to B On the Rock Island Beverly Branch the 123rd Street Station was moved from Zone D to C

bull In December 2018 an update to the Ventra app ended the option for purchasing mobile tickets without creating a Ventra account

bull Customers on the Metra Electric Line received a 15 percent discount on their April 2019 Monthly Pass The discount was offered as compensation for two weeks of service disruptions in January and February including all or part of six days without any service caused by unusually severe weather conditions and damage from the derailment of a CN train

bull On the weekend of February 16-17 2019 Metra offered free rides on all trains Ridership from the weekend of February 16-17 is not included in the quantity of Weekend Passes sold in February 2019 as passengers were not required to purchase a ticket

bull On June 1 2019 Metra began allowing monthly pass holders to use their ticket to travel anywhere in the system on weekends where previously travel was restricted to the zones on the ticket

Special event tickets and other data irregularities can affect month-to-month comparisons of passenger revenue and ticket sales figures

bull Stockpiling of 10-Ride Tickets occurred in advance of the 2017 and 2018 fare increases As a result 10-Ride Ticket passenger revenue and ticket sales were overstated in January 2018 and understated in subsequent months As there was no fare increase in 2019 May 10-Ride Ticket sales were not reduced by stockpiling in January 2019 as they have been in previous years

Passenger Revenue Table 7 shows passenger revenue by line for the current month the last three months and the last 12 months

Table 7 Passenger Revenue by Line 1

Line February (Thousands) Last 3 Months (Thousands) Last 12 Months (Thousands)

2019 2020 Change 2019 2020 Change 2019 2020 Change BNSF $6079 $6092 02 $18163 $18548 21 $79142 $78499 -08 HC $309 $328 63 $889 $964 84 $3805 $3916 29 MD-N $2524 $2539 06 $7707 $7857 19 $33506 $33549 01 MD-W $2317 $2293 -10 $6963 $6988 03 $30708 $29862 -28 ME $2437 $2587 61 $7672 $7741 09 $34103 $32721 -41 NCS $727 $707 -28 $2129 $2135 03 $9274 $9101 -19 RI $2783 $2702 -29 $8293 $8257 -04 $35547 $34697 -24 SWS $908 $900 -09 $2684 $2671 -05 $11296 $11086 -19 UP-N $2894 $2995 35 $8762 $9090 37 $38795 $38946 04 UP-NW $4077 $4097 05 $12570 $12737 13 $54471 $53836 -12 UP-W $3011 $3016 02 $9217 $9353 15 $40472 $39672 -20 Total $28067 $28257 07 $85050 $86340 15 $371118 $365886 -14 1 Values are rounded to the thousand Change is calculated based on the unrounded values

-12-

Table 8 shows passenger revenue by ticket type for the current month the last three months and the last 12 months

Table 8 Passenger Revenue by Ticket Type 1

Ticket Type February (Thousands) Last 3 Months (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change

Share 2019

Share 2020

Monthly Pass $15841 $15603 -15 564 552 $45367 $43929 -32 534 509 10-Ride Ticket $8400 $8297 -12 299 294 $25314 $26780 58 298 310 One-Way Ticket $3495 $3790 84 124 134 $12288 $13383 89 145 155 Weekend Pass $355 $565 591 13 20 $2050 $2127 38 24 25 Special Passes - $1 VALUE 00 00 - $46 VALUE 00 01 Total 2 $28091 $28255 06 $85019 $86265 15

Ticket Type Last 12 Months (Thousands)

2019 2020 Change Share 2019

Share 2020

Monthly Pass $193207 $186999 -32 520 511 10-Ride Ticket $107245 $108073 08 289 295 One-Way Ticket $59656 $60111 08 161 164 Weekend Pass $10792 $10211 -54 29 28 Special Passes $469 $448 -45 01 01 Total 2 $371369 $365842 -15 1 Values are rounded to the thousand Change and share are calculated based on the unrounded values 2 Passenger revenue totals differ from those presented in other tables in this report due to adjustments made for group sales marketing sales and refunds

-13-

Table 9 shows passenger revenue by ticket type and sales channel for the current month 2019 and 2020

Table 9 Passenger Revenue by Ticket Type and Sales Channel (Current Month) 1

Sales Channel Monthly Pass (Thousands) 10-Ride Ticket (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change

Share 2019

Share 2020

Commuter Benefit $4965 $4573 -79 313 293 $630 $606 -40 75 73 Conductor - - DIV0 00 00 - - DIV0 00 00 Ticket Agent $4782 $4433 -73 302 284 $2301 $1880 -183 274 227 Vending Machine $475 $435 -84 30 28 $333 $284 -149 40 34 Ventra App $5619 $6162 97 355 395 $5136 $5528 76 611 666 Total $15841 $15604 -15 $8400 $8297 -12

Sales Channel One-Way Ticket (Thousands) Weekend Special Ravinia Passes (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change

Share 2019

Share 2020

Commuter Benefit - - DIV0 00 00 - - DIV0 00 00 Conductor $599 $562 -61 171 148 $156 $211 350 440 372 Ticket Agent $882 $806 -87 252 213 $33 $52 580 93 92 Vending Machine $103 $105 16 30 28 $11 $22 1019 31 39 Ventra App $1910 $2317 213 547 611 $155 $281 812 437 497 Total $3495 $3790 84 $355 $566 594

Sales Channel All Ticket Types (Thousands)

2019 2020 Change Share 2019

Share 2020

Commuter Benefit $5595 $5179 -74 199 183 Conductor $755 $773 24 27 27 Ticket Agent $7998 $7171 -103 285 254 Vending Machine $923 $846 -83 33 30 Ventra App $12820 $14288 114 456 506 Total 2 $28091 $28256 06 1 Values are rounded to the thousand Change and share are calculated based on the unrounded values 2 Passenger revenue totals differ from those presented in other tables in this report due to adjustments made for group sales marketing sales and refunds

-14-

Ticket Sales Table 10 shows ticket sales by ticket type for the current month the last three months and the last 12 months Monthly Pass sales decreased by 11 percent in the current month compared to the previous year and 10-Ride Ticket sales decreased by 07 percent in the same period

Table 10 Ticket Sales by Ticket Type 1

Ticket Type February (Thousands) Last 3 Months (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change

Share 2019

Share 2020

Monthly Pass 84 83 -11 103 94 242 235 -28 86 78 10-Ride Ticket 141 140 -07 173 158 424 450 60 151 149 One-Way Ticket 554 607 94 680 684 1946 2121 90 691 700 Weekend Pass 36 56 590 44 64 205 213 38 73 70 Special Passes - 0 DIV0 00 00 - 9 DIV0 00 03 Total 815 886 88 2817 3027 75

Ticket Type Last 12 Months (Thousands)

2019 2020 Change Share 2019

Share 2020

Monthly Pass 1028 998 -29 76 74 10-Ride Ticket 1802 1816 08 134 135 One-Way Ticket 9496 9568 08 706 711 Weekend Pass 1079 1022 -53 80 76 Special Passes 40 45 148 03 03 Total 13445 13450 00 1 Values are rounded to the thousand Change and share are calculated based on the unrounded values

Tables 11 details ticket sales by line and ticket type

-15-

Table 11 Ticket Sales by Ticket Type and Line (Current Month) Monthly Pass 10-Ride Ticket

Line 2019 2020 Change Line 2019 2020 Change BNSF 18679 18414 -14 BNSF 29970 29727 -08 HC 1011 1073 61 HC 1249 1318 55 MD-N 6804 6663 -21 MD-N 14296 14376 06 MD-W 6935 6779 -22 MD-W 9506 9072 -46 ME 7777 8029 32 ME 11171 11071 -09 NCS 1940 1875 -34 NCS 3190 3038 -48 RI 9809 9491 -32 RI 10799 10161 -59 SWS 3313 3196 -35 SWS 3771 3877 28 UP-N 7835 8053 28 UP-N 21251 21440 09 UP-NW 11466 11188 -24 UP-NW 19796 19924 06 UP-W 8723 8573 -17 UP-W 15668 15660 -01 Total 84292 83334 -11 Total 140667 139664 -07

One-Way Ticket (Mobile amp Station) One-Way Ticket (Conductor) Line 2019 2020 Change Line 2019 2020 Change BNSF 73159 82797 132 BNSF 9313 9913 64 HC 2621 2913 111 HC 335 148 -558 MD-N 40414 44831 109 MD-N 10261 8739 -148 MD-W 39865 42958 78 MD-W 10863 9750 -102 ME 63058 80593 278 ME 15363 15440 05 NCS 8584 9357 90 NCS 3597 2662 -260 RI 41816 43944 51 RI 8242 7310 -113 SWS 10915 12225 120 SWS 2056 1912 -70 UP-N 58773 67483 148 UP-N 19747 18911 -42 UP-NW 62521 70829 133 UP-NW 15331 13618 -112 UP-W 47982 51635 76 UP-W 9537 8609 -97 Total 449708 509565 133 Total 104645 97012 -73 Weekend Special Ravinia Passes (Mobile amp Station) Weekend Special Ravinia Passes (Conductor)

Line 2019 2020 Change Line 2019 2020 Change BNSF 4035 6666 652 BNSF 1887 2278 207 HC - - DIV0 HC - 3 DIV0 MD-N 1972 3573 812 MD-N 1458 2448 679 MD-W 1977 3389 714 MD-W 1599 2590 620 ME 1892 4485 1371 ME 665 1316 979 NCS - - DIV0 NCS - - DIV0 RI 1277 2038 596 RI 1227 1548 262 SWS 52 69 327 SWS 86 36 -581 UP-N 2099 3636 732 UP-N 2284 2955 294 UP-NW 3791 7164 890 UP-NW 4091 5190 269 UP-W 2790 4498 612 UP-W 2332 2768 187 Total 19885 35518 786 Total 15629 21132 352

-16-

Tables 12 and 13 show ticket sales by ticket type sales channel and tender type for the current month and year-to date 2019 and 2020 Tables 14 and 15 show total ticket sales by sales channel and tender type for the current month and year-to-date 2019 and 2020

Table 12 Ticket Sales by Ticket Type Sales Channel and Tender Type (Current Month) 1 2

Sales Channel Monthly Pass (Thousands) 10-Ride Ticket (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change

Share 2019

Share 2020

Commuter Benefit 26 24 -77 307 287 10 9 -44 70 68 Conductor - - DIV0 00 00 - - DIV0 00 00 Ticket Agent 26 24 -70 307 289 40 33 -174 285 237 Cash amp Other 4 3 -140 6 5 -221 Credit Card 22 21 -58 34 29 -166 Vending Machine 3 2 -90 30 28 5 5 -138 39 34 Ventra App 30 33 103 355 396 85 92 84 606 661 Credit Card 28 31 131 81 88 87 Mixed amp Other 1 0 -683 1 0 -531 Ventra 1 1 250 4 4 151 Total 84 83 -11 141 140 -07

Sales Channel One-Way Ticket (Thousands) Weekend Special Ravinia Passes (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change

Share 2019

Share 2020

Commuter Benefit - - DIV0 00 00 - - DIV0 00 00 Conductor 105 97 -73 189 160 16 21 352 440 373 Ticket Agent 135 125 -76 244 206 3 5 586 92 92 Cash amp Other 75 69 -92 2 3 471 Credit Card 60 56 -56 2 3 712 Vending Machine 16 17 34 29 27 1 2 1017 31 39 Ventra App 298 368 233 538 607 16 28 812 437 496 Credit Card 270 335 240 14 26 829 Mixed amp Other 2 1 -290 0 0 78 Ventra 27 32 193 1 2 624 Total 554 607 94 36 57 595

1 Values are rounded to the thousand Change and share are calculated based on the unrounded values 2 As of July 1 2019 the Mixed amp Other category no longer includes transactions with multiple credit cards These transactions are now included in ldquoCredit Cardrdquo

-17-

Table 13 Ticket Sales by Ticket Type Sales Channel and Tender Type (Year-to-date) 1

Sales Channel Monthly Pass (Thousands) 10-Ride Ticket (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change Share

2019 Share 2020

Commuter Benefit 52 48 -79 311 295 20 19 -52 69 61 Conductor - - DIV0 00 00 - - DIV0 00 00 Internet - - DIV0 00 00 - - DIV0 00 00 Ticket Agent 52 49 -65 313 301 79 72 -92 276 235 Cash amp Other 8 6 -174 12 10 -157 Credit Card 45 43 -47 68 62 -81 Vending Machine 5 4 -167 31 27 11 10 -109 39 32 Ventra App 58 61 60 345 377 176 206 167 616 672 Credit Card 53 58 90 167 195 168 Mixed amp Other 2 1 -702 2 1 -517 Ventra 2 3 179 8 10 274 Total 167 162 -29 287 306 69

Sales Channel One-Way Ticket (Thousands) Weekend Special Ravinia Passes (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change Share

2019 Share 2020

Commuter Benefit - - DIV0 00 00 - - DIV0 00 00 Conductor 236 211 -106 201 163 50 48 -35 516 413 Internet - - DIV0 00 00 - - DIV0 00 00 Ticket Agent 289 268 -71 245 207 9 11 312 89 97 Cash amp Other 163 147 -96 4 6 316 Credit Card 126 121 -40 4 5 307 Vending Machine 34 33 -37 29 26 3 3 342 27 30 Ventra App 618 781 264 525 604 36 54 506 369 460 Credit Card 560 713 272 33 50 515 Mixed amp Other 3 2 -273 0 0 54 Ventra 54 66 212 2 3 401 Total 1177 1293 99 96 116 205

1 As of July 1 2019 the Mixed amp Other category no longer includes transactions with multiple credit cards These transactions are now included in ldquoCredit Cardrdquo

-18-

Table 14 Total Ticket Sales by Sales Channel and Tender Type (Current Month) 1 2

Sales Channel All Ticket Types (Thousands)

2019 2020 Change Share 2019

Share 2020

Commuter Benefit 36 33 -68 44 38 Conductor 120 118 -18 148 133 Ticket Agent 205 187 -84 251 211 Cash amp Other 87 79 -92 Credit Card 118 109 -78 Vending Machine 25 26 27 31 29 Ventra App 429 521 216 526 588 Credit Card 393 481 223 Mixed amp Other 4 2 -462 Ventra 32 39 202 Total 815 886 88 1 Values are rounded to the thousand Change and share are calculated based on the unrounded values 2 As of July 1 2019 the Mixed amp Other category no longer includes transactions with multiple credit cards These transactions are now included in ldquoCredit Cardrdquo

Table 15 Total Ticket Sales by Sales Channel and Tender Type (Year-to-date) 1 2

Sales Channel All Ticket Types (Thousands)

2019 2020 Change Share 2019

Share 2020

Commuter Benefit 72 67 -71 42 35 Conductor 286 259 -94 166 138 Internet 0 - DIV0 00 00 Ticket Agent 429 400 -67 248 213 Cash amp Other 186 169 -93 Credit Card 242 231 -47 Vending Machine 53 51 -47 31 27 Ventra App 887 1101 241 514 586 Credit Card 814 1016 249 Mixed amp Other 7 4 -452 Ventra 66 81 224 Total 1727 1878 87 1 Values are rounded to the thousand Change and share are calculated based on the unrounded values 2 As of July 1 2019 the Mixed amp Other category no longer includes transactions with multiple credit cards These transactions are now included in ldquoCredit Cardrdquo

-19-

Link-Up and PlusBus Sales Sales of CTA Link-Up passes decreased by 43 percent in the current month compared to the previous year and sales of Pace PlusBus passes decreased by 61 percent in the same period Table 16 shows Link-Up and PlusBus sales by month for 2019 and 2020

Table 16 Link-Up and PlusBus Sales

Month 2019 2020 Change Mobile Share (2020)

Link-Up PlusBus Link-Up PlusBus Link-Up PlusBus Link-Up PlusBus Jan 2836 1057 2643 973 -68 -79 294 255 Feb 2867 1046 2743 982 -43 -61 327 282 Mar 2873 1062 - - -1000 -1000 DIV0 DIV0 Apr 2843 1053 - - -1000 -1000 DIV0 DIV0 May 2759 1012 - - -1000 -1000 DIV0 DIV0 Jun 2658 1020 - - -1000 -1000 DIV0 DIV0 Jul 2636 965 - - -1000 -1000 DIV0 DIV0 Aug 2668 998 - - -1000 -1000 DIV0 DIV0 Sep 2615 998 - - -1000 -1000 DIV0 DIV0 Oct 2641 1020 - - -1000 -1000 DIV0 DIV0 Nov 2707 1011 - - -1000 -1000 DIV0 DIV0 Dec 2454 899 - - -1000 -1000 DIV0 DIV0 Year-to-date 5703 2103 5386 1955 -56 -70 311 269 Last 3 Months 8402 3025 7840 2854 -67 -57 313 269 Last 12 Months 34688 12878 32240 11993 -71 -69 297 257

-20-

Reduced Fare Sales Seniors some Medicare recipients some persons with disabilities primary and secondary school students children and military personnel are eligible for reduced fares on Metra Table 17 shows the number of reduced fare tickets sold by month for 2019 and 2020

Table 17 Reduced Fare Ticket Sales

Month

2019 2020

Monthly Pass

10-Ride Ticket

One-Way Ticket Monthly

Pass 10-Ride Ticket

One-Way Ticket Mobile amp Station Conductor Mobile amp

Station Conductor

Jan 2752 11168 42613 19183 2789 12340 49779 18015 Feb 2838 10771 33924 14399 2905 10835 44569 16388 Mar 2940 11587 63580 21353 Apr 2991 11919 47792 17705 May 2972 12896 59546 26328 Jun 2809 12175 76946 33644 Jul 2780 12334 91136 35997 Aug 2627 12208 87632 29854 Sep 3154 12687 52159 22283 Oct 3265 13586 56308 22069 Nov 3044 11695 58922 20528 Dec 2611 11358 71444 25662 Year-to-date 5590 21939 76537 33582 5694 23175 94348 34403 Last 3 Months 8265 32968 134376 58348 8305 34533 165792 60065 Last 12 Months 35330 146735 697852 307356 34887 145620 759813 289826

Month

Change

Monthly Pass

10-Ride Ticket

One-Way Ticket Mobile amp Station Conductor

Jan 13 105 168 -61 Feb 24 06 314 138 Mar -1000 -1000 -1000 -1000 Apr -1000 -1000 -1000 -1000 May -1000 -1000 -1000 -1000 Jun -1000 -1000 -1000 -1000 Jul -1000 -1000 -1000 -1000 Aug -1000 -1000 -1000 -1000 Sep -1000 -1000 -1000 -1000 Oct -1000 -1000 -1000 -1000 Nov -1000 -1000 -1000 -1000 Dec -1000 -1000 -1000 -1000 Year-to-date -14 -196 -08 -131 Last 3 Months -06 -167 17 -81 Last 12 Months -16 -75 14 -73

Go-Pass participating companies

Actualestimated Go-Pass riders

Mobile one-way

Mobile ED one-way

Mobile day-pass

Mobile ED day-pass

Mobile Zone upgrade

Clipper tag-ontag-off OampD station pairs

TVM Station of origin to destination zone

The written monthly staff report goes into some details about monthly usage of fare product changes fromyear to year and the graphs provide a nice visual representation of usage trends However there aresome of us transit enthusiasts who like to delve further into the raw data Caltrain has in fact postedonline the raw spreadsheet data for the annual passenger counts and most recently posted the rawspreadsheet data from the May 2019 Customer Satisfaction Survey on the Caltrain website I see novalid reason why ticket sales data can not be posted to the Caltrain website

When BART opened the extension to SFOMillbrae in 2003 I would have to request ridership data Subsequently one of my requests was answered that ridership data is now available on the BARTwebsite due to lots of public interest in ridership data BART ridership can be found herehttpswwwbartgovaboutreportsridership

I would also note that the Metra Rail system in Chicago produces an extensive ridership report eachmonth I have made notes on the February 2020 ldquoRidership Trendsrdquo and attached for reference Metraridership reports can be found here httpsmetrarailcomabout-metrareports-documentsoperations-ridership-datamonthlyannual-ridership

I do understand the difficult situations at the agency due to COVID However I am hoping for a quickreply as I have asked for this numerous times during written and verbal public comments at many boardmeetings I am not asking for anything special this is all data that should be readily available within theagency that is used by staff to create all the reports presentations and charts we see in each monthsagenda packet and Board Meetings

My Best Regards

Jeff Carter

26-June-2020

0

5000

10000

15000

20000

25000

30000

35000

40000

45000

Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18

Zone Upgrade 145 247 610 724 815 852 1004 898 1174 582 586

Day Pass 1003 2681 5108 7027 8727 9307 9228 9490 8026 6828 6972

One-Way 2136 6194 10034 14734 20668 25222 28681 26979 29046 26228 25554

Caltrain Mobile Ticket Sales By Ticket Type

From Jeff Carter ltjcartrainaolcomgt Sent Friday June 26 2020 544 PM To Board (caltraincom) ltBoardCaltrainsamtranscomgt Cc Seamans Dora ltSeamansDsamtranscomgt Subject Re Key Caltrain Performance Statistics Raw Data Good Afternoon Thank-You for posting my correspondence file on the Caltrain website However for some reason both pages of the Excel workbook were not included in the online printout only the data table was printed (see page 34 of 34) I am sending a PDF of the spreadsheet chart to be included in my correspondence file Thank-You Jeff Carter From Seamans Dora ltSeamansDsamtranscomgt Sent Monday June 29 2020 1007 AM To Jeff Carter ltjcartrainaolcomgt Board (caltraincom) ltBoardCaltrainsamtranscomgt Subject RE Key Caltrain Performance Statistics Raw Data Hello Mr Carter ndash this email is to confirm receipt and advise that the updated email + attachments will be posted and sent to the Caltrain Board as part of their correspondence this week Kind regards Dora

From Jeff Carter ltjcartrainaolcomgt Sent Friday June 26 2020 544 PM To Board (caltraincom) ltBoardCaltrainsamtranscomgt Cc Seamans Dora ltSeamansDsamtranscomgt Subject Re Key Caltrain Performance Statistics Raw Data Good Afternoon Thank-You for posting my correspondence file on the Caltrain website However for some reason both pages of the Excel workbook were not included in the online printout only the data table was printed (see page 34 of 34) I am sending a PDF of the spreadsheet chart to be included in my correspondence file Thank-You Jeff Carter From Seamans Dora ltSeamansDsamtranscomgt Sent Monday June 29 2020 1007 AM To Jeff Carter ltjcartrainaolcomgt Board (caltraincom) ltBoardCaltrainsamtranscomgt Subject RE Key Caltrain Performance Statistics Raw Data Hello Mr Carter ndash this email is to confirm receipt and advise that the updated email + attachments will be posted and sent to the Caltrain Board as part of their correspondence this week Kind regards Dora

Jeff Carter

Textbox

See pages 3 amp 4 of 8 for notes by Jeff Carter

Jeff Carter

Oval

Jeff Carter

Oval

RIDERSHIP TRENDS

February 2020

Prepared by the Division of Strategic Planning amp Performance

April 2020

Table of Contents

Executive Summary 1

Ridership 3

Estimated Passenger Trips by Line 3

Estimated Passenger Trips by Fare Zone Pair 4

Estimated Passenger Trips by Ticket Type 5

Passenger Loads 6

RTA Ride Free Permit Free Trips 6

Accessible Trips 7

Bicycle Trips 7

Ridership Influences 8

Employment 8

Gas Prices 9

Road Construction 10

Service Changes 10

Special Events and Promotions 10

Passenger Revenue and Ticket Sales 11

Passenger Revenue 11

Ticket Sales 14

Link-Up and PlusBus Sales 19

Reduced Fare Sales 20

Executive Summary Estimated passenger trips increased 11 percent in February 2020 compared to February 2019 February 2020 had the same number of weekday and Sundaysholidays February 2020 had a leap day with one additional Saturday compared to February 2019 February 2019 saw prolonged service disruptions on the Metra Electric due to ice storms and a Canadian National Freight derailment In response to this disruption and a polar vortex event in January 2019 Metra offered free rides on the weekend of February 16-17 2019 Since no tickets were issued these rides were not included in overall ridership calculations There was no sustained service disruption in February 2020 There was also no free ride weekend promotion Estimated passenger trips increased 11 percent in the last three months compared to 2019 Estimated passenger trips have decreased 15 percent in the last 12 months compared to the previous 12 months

Table 1 Estimated Passenger Trips by Month 1

Month Estimated Passenger Trips (Thousands) Change

2016 2017 2018 2019 2020 2016-2020 2019-2020 Jan 6513 6762 6661 5850 5957 -85 18 Feb 6310 5985 5651 5729 5793 -82 11 Mar 6666 6474 6176 6040 00 00 Apr 6497 6305 6162 6205 00 00 May 6681 6618 6426 6276 00 00 Jun 7066 6941 6607 6400 00 00 Jul 7110 6759 6623 6526 00 00 Aug 6866 7055 6742 6487 00 00 Sep 6766 6530 6347 6244 00 00 Oct 6832 6740 6694 6504 00 00 Nov 6943 6475 6261 6024 00 00 Dec 6153 5976 5739 5760 00 00 Year-to-date 12823 12747 12312 11579 11751 -84 15 Last 3 Months 19207 18900 18288 17318 17511 -88 11 Last 12 Months 81391 80326 78186 75356 74215 -88 -15 sup1 Values are rounded to the thousand Change is calculated based on the unrounded values

Executive Summary Estimated passenger trips increased 11 percent in February 2020 compared to February 2019 February 2020 had the same number of weekday and Sundaysholidays February 2020 had a leap day with one additional Saturday compared to February 2019 February 2019 saw prolonged service disruptions on the Metra Electric due to ice storms and a Canadian National Freight derailment In response to this disruption and a polar vortex event in January 2019 Metra offered free rides on the weekend of February 16-17 2019 Since no tickets were issued these rides were not included in overall ridership calculations There was no sustained service disruption in February 2020 There was also no free ride weekend promotion Estimated passenger trips increased 11 percent in the last three months compared to 2019 Estimated passenger trips have decreased 15 percent in the last 12 months compared to the previous 12 months

Table 1 Estimated Passenger Trips by Month 1

Month Estimated Passenger Trips (Thousands) Change

2016 2017 2018 2019 2020 2016-2020 2019-2020 Jan 6513 6762 6661 5850 5957 -85 18 Feb 6310 5985 5651 5729 5793 -82 11 Mar 6666 6474 6176 6040 00 00 Apr 6497 6305 6162 6205 00 00 May 6681 6618 6426 6276 00 00 Jun 7066 6941 6607 6400 00 00 Jul 7110 6759 6623 6526 00 00 Aug 6866 7055 6742 6487 00 00 Sep 6766 6530 6347 6244 00 00 Oct 6832 6740 6694 6504 00 00 Nov 6943 6475 6261 6024 00 00 Dec 6153 5976 5739 5760 00 00 Year-to-date 12823 12747 12312 11579 11751 -84 15 Last 3 Months 19207 18900 18288 17318 17511 -88 11 Last 12 Months 81391 80326 78186 75356 74215 -88 -15 sup1 Values are rounded to the thousand Change is calculated based on the unrounded values

-2-

Figure 1 Estimated Passenger Trips by Month

For the 2020 budget year Metra estimated total annual passenger trips to be 738 million To track how well ridership is comparing to this budgeted amount monthly estimates have been calculated by distributing the budgeted trips throughout the year based on the distribution in previous years Unanticipated differences in holiday and special event travel are common explanations for variations between the monthly budget distribution and actual ridership These effects are less pronounced at the quarterly and annual level Table 2 shows the estimated monthly passenger trips compared to this distribution

Table 2 Estimated vs Budget Passenger Trips 1

Month Estimated Passenger Trips (Thousands)

Variance Budget (2020) Actual (2020)

Jan 5900 5957 10 Feb 5750 5793 08 Mar 6060 00 1st Quarter 17710 - 00 Apr 6200 00 May 5905 00 Jun 6685 00 2nd Quarter 18790 - 00 Jul 6430 00 Aug 6270 00 Sep 6375 00 3rd Quarter 19075 - 00 Oct 6320 00 Nov 5980 00 Dec 5885 00 4th Quarter 18185 - 00 Year-to-date 11650 11751 09 Total 73760 - 00

sup1 Values are rounded to the thousand Variance is calculated based on the unrounded values

4000

4500

5000

5500

6000

6500

7000

7500

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Estim

ated

Pas

seng

er T

rips

(Tho

usan

ds)

2016 2017 2018 2019 2020

-3-

Ridership Estimated ridership figures are based on the number of ticket sales multiplied by a standard ridership factor unique to each ticket type in addition to the number of RTA Ride Free Permit passenger trips reported by conductors

Estimated Passenger Trips by Line Table 3 shows estimated passenger trips by line for the current month the last three months and the last 12 months Estimated passenger trips increased by 11 percent in the last three months compared to the previous year and decreased 15 percent in the last 12 months compared to the previous year

Table 3 Estimated Passenger Trips by Line

Line February Last 3 Months Last 12 Months

2019 2020 Change 2019 2020 Change 2019 2020 Change BNSF 1208521 1213309 04 3603241 3658629 15 15685844 15507969 -11 HC 59192 62575 57 169815 182766 76 724975 743598 26 MD-N 498435 502566 08 1516588 1535742 13 6556897 6559242 00 MD-W 460715 457686 -07 1382334 1380604 -01 6084707 5904148 -30 ME 541673 581179 73 1707127 1721825 09 7575375 7322563 -33 NCS 127969 123730 -33 373792 369987 -10 1621355 1585456 -22 RI 590473 575420 -25 1758461 1746809 -07 7515829 7325374 -25 SWS 194450 191845 -13 572020 564319 -13 2403858 2354433 -21 UP-N 647712 674305 41 1948967 2019095 36 8593205 8607957 02 UP-NW 794175 802709 11 2439795 2466105 11 10526728 10407046 -11 UP-W 605481 608137 04 1846251 1865165 10 8066777 7897662 -21 Total 5728794 5793460 11 17318389 17511044 11 75355546 74215444 -15

-4-

Estimated Passenger Trips by Fare Zone Pair Table 4 shows estimated passenger trips by fare zone pair for the current month the last three months and the last 12 months

bull The long-term decline in No Zone Pair passenger trips is expected to continue as data collection improvements and the shift to the Ventra App cause fewer trips to be reported without a zone pair

bull In July 2018 year-long testing of the zone consolidation policy began All tickets for Zones K through M were capped to the price of Zone J tickets This caused an increase in passenger trips for Zone A-J and a decrease for passenger trips for Zones A-K and A-M There are no stations in Zone L

Table 4 Estimated Passenger Trips by Fare Zone Pair 1

Zone Pair February (Thousands) Last 3 Months (Thousands) Last 12 Months (Thousands)

2019 2020 Change 2019 2020 Change 2019 2020 Change A-A 19 24 252 54 67 247 237 261 104 A-B 432 461 68 1280 1354 58 5474 5549 14 A-C 830 850 24 2456 2531 31 10412 10502 09 A-D 995 993 -02 2925 2960 12 12561 12428 -11 A-E 1286 1271 -12 3801 3790 -03 16080 16044 -02 A-F 744 730 -19 2187 2176 -05 9676 9259 -43 A-G 466 458 -17 1362 1356 -05 5870 5785 -15 A-H 363 362 -02 1082 1097 13 4737 4645 -19 A-I 124 120 -31 371 368 -07 1619 1558 -38 A-J 51 49 -36 155 155 02 515 662 287 A-K - - - - 125 - A-M - - - - 32 - A-J K amp M 51 49 -36 155 155 02 671 662 -13 Intermediate 171 171 02 507 505 -04 2274 2175 -43 No Zone Pair 248 304 226 1137 1151 13 5745 5349 -69 Total 5729 5793 11 17318 17511 11 75356 74215 -15 sup1 Values are rounded to the thousand Change is calculated based on the unrounded values

-4-

Estimated Passenger Trips by Fare Zone Pair Table 4 shows estimated passenger trips by fare zone pair for the current month the last three months and the last 12 months

bull The long-term decline in No Zone Pair passenger trips is expected to continue as data collection improvements and the shift to the Ventra App cause fewer trips to be reported without a zone pair

bull In July 2018 year-long testing of the zone consolidation policy began All tickets for Zones K through M were capped to the price of Zone J tickets This caused an increase in passenger trips for Zone A-J and a decrease for passenger trips for Zones A-K and A-M There are no stations in Zone L

Table 4 Estimated Passenger Trips by Fare Zone Pair 1

Zone Pair February (Thousands) Last 3 Months (Thousands) Last 12 Months (Thousands)

2019 2020 Change 2019 2020 Change 2019 2020 Change A-A 19 24 252 54 67 247 237 261 104 A-B 432 461 68 1280 1354 58 5474 5549 14 A-C 830 850 24 2456 2531 31 10412 10502 09 A-D 995 993 -02 2925 2960 12 12561 12428 -11 A-E 1286 1271 -12 3801 3790 -03 16080 16044 -02 A-F 744 730 -19 2187 2176 -05 9676 9259 -43 A-G 466 458 -17 1362 1356 -05 5870 5785 -15 A-H 363 362 -02 1082 1097 13 4737 4645 -19 A-I 124 120 -31 371 368 -07 1619 1558 -38 A-J 51 49 -36 155 155 02 515 662 287 A-K - - - - 125 - A-M - - - - 32 - A-J K amp M 51 49 -36 155 155 02 671 662 -13 Intermediate 171 171 02 507 505 -04 2274 2175 -43 No Zone Pair 248 304 226 1137 1151 13 5745 5349 -69 Total 5729 5793 11 17318 17511 11 75356 74215 -15 sup1 Values are rounded to the thousand Change is calculated based on the unrounded values

-5-

Estimated Passenger Trips by Ticket Type Table 5 shows estimated passenger trips by ticket type for the current month the last three months and the last 12 months Special event tickets and other data irregularities can affect month-to-month comparisons of passenger trips by ticket type

bull There was no fare increase in 2019 and 2020 10-ride ticket sales were not impacted by stockpiling

Table 5 Estimated Passenger Trips by Ticket Type 1

Ticket Type February (Thousands) Last 3 Months (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change

Share 2019

Share 2020

Monthly Pass 3625 3583 -11 632 619 10396 10100 -28 601 578 10-Ride Ticket 1407 1397 -07 245 241 4241 4498 60 245 257 One-Way Ticket 554 607 94 97 105 1946 2121 90 113 121 Weekend Pass 89 141 590 15 24 513 532 38 30 30 Special Passes - 0 DIV0 00 00 - 19 DIV0 00 01 RTA Ride Free Permit 59 65 89 10 11 189 200 59 11 11 Total 2 5734 5793 10 17285 17469 11

Ticket Type Last 12 Months (Thousands)

2019 2020 Change Share2019

Share2020

Monthly Pass 44199 42928 -29 586 579 10-Ride Ticket 18016 18160 08 239 245 One-Way Ticket 9496 9568 08 126 129 Weekend Pass 2698 2554 -53 36 34 Special Passes 90 102 132 01 01 RTA Ride Free Permit 872 869 -04 12 12 Total 2 75372 74182 -16 sup1 Values are rounded to the thousand Change and share are calculated based on the unrounded values 2 Passenger trip totals differ from those presented in other tables in this report due to adjustments made for group sales marketing sales and refunds

-6-

Passenger Loads

Table 6 shows the average daily passenger loads by service period for the current month the last three months and the last 12 months derived from conductor counts Average peak-peak direction passenger loads decreased 20 percent in the current month and average total weekday passenger loads decreased 29 percent in the same period

Table 6 Average Daily Passenger Loads 1

Service Period February (Thousands) Last 3 Months

(Thousands) Last 12 Months

(Thousands) 2019 2020 Change 2019 2020 Change 2019 2020 Change

Peak - Peak Direction 212 208 -20 195 196 08 209 209 00 Peak - Reverse Direction 17 16 -75 17 16 -24 19 19 -21 Midday 27 26 -30 28 28 02 31 31 -07 Evening 13 12 -103 14 13 -30 16 15 -37 Weekday 269 261 -29 253 254 04 275 274 -04 Saturday 48 44 -82 52 50 -52 59 61 26 Sunday 31 28 -71 33 31 -64 39 37 -32 sup1 Values are rounded to the thousand Change is calculated based on the unrounded values

RTA Ride Free Permit Free Trips Figure 2 shows the number of RTA Ride Free Permit passenger trips for the last five years Trips are included in ridership estimates because Metra is eligible for reimbursement for the number provided

Figure 2 RTA Ride Free Permit Passenger Trip

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec2016 76784 77078 85954 81123 85310 89288 86783 89663 83539 83510 79896 746752017 72726 73158 80628 75719 84407 84381 81781 89173 78708 82745 73628 692062018 68638 63698 72687 71983 79182 75265 79722 80810 72603 80818 70598 662862019 62843 59480 70922 73569 76584 73139 76954 77252 73600 78962 67948 660952020 68906 64765

-

10

20

30

40

50

60

70

80

90

100

RTA

Ride

Fre

e Pe

rmit

Pass

enge

r Trip

s (Th

ousa

nds)

2016 2017 2018 2019 2020

-7-

Accessible Trips

Figure 3 shows the number of trips provided using accessible equipment Accessible equipment consists of bridge plates on the Metra Electric Line and wheelchair lifts on all other lines

Figure 3 Accessible Trips

Bicycle Trips Figure 4 shows the number of trips provided where the passenger transported a bicycle

Figure 4 Bicycle Trips

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec2019 2086 2207 2713 3049 3123 3039 3311 3572 3335 3502 2776 26392020 2746 2333

-

500

1000

1500

2000

2500

3000

3500

4000

Acce

ssib

le T

rips

2019 2020

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec2019 8420 7291 10690 13719 16477 19688 22170 22050 20171 17722 11469 99542020 9132 8689

-

5000

10000

15000

20000

25000

Bicy

cle

Trip

s

2019 2020

-8-

Ridership Influences

Many different factors (such as the employment gas prices road construction service changes and special events) can influence ridership trends

Employment

Figure 5 shows the number of persons employed in the six-county Chicago Region The number of persons employed decreased 11 percent in January 2020 compared to January 2019

Figure 5 Persons Employed in the Chicago Region 1

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year-to-

date Average

2016 4033 4078 4115 4128 4150 4192 4218 4155 4125 4106 4105 4087 4033

2017 4044 4070 4098 4066 4102 4156 4151 4089 4085 4088 4115 4102 4044

2018 4050 4113 4130 4111 4131 4171 4187 4131 4113 4147 4161 4113 4050

2019 4079 4108 4129 4141 4132 4212 4207 4192 4147 4142 4136 4107 4079

2020 4036 - - - - - - 4036 Change 2019-2020

-11 -

1000

-1000

-1000

-1000

-1000

-1000

-1000

-1000

-1000

-1000

-1000

-11

sup1 Values are rounded to the thousand Change is calculated based on the unrounded values

Source Illinois Department of Employment Security

3900

3950

4000

4050

4100

4150

4200

4250

2016 2017 2018 2019 2020

Pers

ons E

mpl

oyed

(Tho

usan

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-9-

Gas Prices Figure 6 shows the average price of unleaded regular gas for the Chicago-Naperville-Elgin area The average price of a gallon of regular unleaded gas was $258 in February 2020 a $022 increase compared to February 2019

Figure 6 Chicago Region Average Gas Prices

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year-to-

date Average

2016 $189 $161 $200 $224 $240 $261 $230 $229 $231 $231 $214 $233 $175

2017 $245 $232 $235 $255 $243 $234 $238 $245 $258 $254 $274 $258 $238

2018 $269 $259 $264 $285 $308 $301 $294 $292 $294 $285 $249 $226 $264

2019 $216 $236 $271 $301 $311 $294 $304 $281 $274 $268 $262 $258 $226

2020 $263 $258 $000 $000 $000 $000 $000 $000 $000 $000 $000 $260 Change

2019-2020

$047 $022 $000 $000 $000 $000 $000 $000 $000 $000 $000 $000 $034

Source Bureau of Labor Statistics

$000

$050

$100

$150

$200

$250

$300

$350

2016 2017 2018 2019 2020

Aver

age

Pric

e of

Gas

-10-

Road Construction No new roadway construction projects of regional significance began in February The following projects are either under construction or were recently completed

bull Jane Byrne Interchange Reconfiguration ndash In 2015 work began on a major reconfiguration of the Jane Byrne Interchange Work is expected to continue through 2022

Service Changes On June 1 weekend service on the BNSF Rock Island and UP-NW lines was increased as part of a pilot project to increase weekend ridership The pilot project was continued for the BNSF and UP-NW after September 3 with minor adjustments to run times and scheduled stops The pilot project was discontinued for the Rock Island Line as of September 3 although one additional Saturday morning train was retained on the schedule A two-year reverse-commute pilot project began March 4 on the Milwaukee District-North The Milwaukee District-North schedule was adjusted to add two outbound morning express trains between Union Station and Lake Forest and one inbound evening train

Special Events and Promotions On February 8-9 and February 15-16 Metra added hourly weekend express trains on the Metra Electric and Rock Island lines for travel to the Chicago Auto Show Metra sold a $5 special event pass valid for two days on either weekend The pass was available from ticket agents and conductors 168 passes were sold The NBA All Star Weekend occurred February 14-16

-11-

Passenger Revenue and Ticket Sales

Changes in fares ticket policies and ticket sales channels can affect passenger revenue and ticket sales trends bull In June 2018 Metra stopped selling Monthly Passes and 10-Ride Tickets from vending machines at 15 non-

downtown stations on the Metra Electric Line bull In June 2018 Metra ended its Ticket-by-Internet program bull In July 2018 yearlong testing of the zone consolidation policy began All tickets from Zone A to Zones K

through M were capped at the price of Zone J tickets bull In July 2018 select stations with perceived inconsistencies in distance from downtown were reassigned to

closer zones Ashland Racine West Pullman Stewart Ridge and State Street stations moved from Zone D to C On the Metra Electric mainline the 83rd Street and 87th Street stations were moved from Zone C to B On the Rock Island Beverly Branch the 123rd Street Station was moved from Zone D to C

bull In December 2018 an update to the Ventra app ended the option for purchasing mobile tickets without creating a Ventra account

bull Customers on the Metra Electric Line received a 15 percent discount on their April 2019 Monthly Pass The discount was offered as compensation for two weeks of service disruptions in January and February including all or part of six days without any service caused by unusually severe weather conditions and damage from the derailment of a CN train

bull On the weekend of February 16-17 2019 Metra offered free rides on all trains Ridership from the weekend of February 16-17 is not included in the quantity of Weekend Passes sold in February 2019 as passengers were not required to purchase a ticket

bull On June 1 2019 Metra began allowing monthly pass holders to use their ticket to travel anywhere in the system on weekends where previously travel was restricted to the zones on the ticket

Special event tickets and other data irregularities can affect month-to-month comparisons of passenger revenue and ticket sales figures

bull Stockpiling of 10-Ride Tickets occurred in advance of the 2017 and 2018 fare increases As a result 10-Ride Ticket passenger revenue and ticket sales were overstated in January 2018 and understated in subsequent months As there was no fare increase in 2019 May 10-Ride Ticket sales were not reduced by stockpiling in January 2019 as they have been in previous years

Passenger Revenue Table 7 shows passenger revenue by line for the current month the last three months and the last 12 months

Table 7 Passenger Revenue by Line 1

Line February (Thousands) Last 3 Months (Thousands) Last 12 Months (Thousands)

2019 2020 Change 2019 2020 Change 2019 2020 Change BNSF $6079 $6092 02 $18163 $18548 21 $79142 $78499 -08 HC $309 $328 63 $889 $964 84 $3805 $3916 29 MD-N $2524 $2539 06 $7707 $7857 19 $33506 $33549 01 MD-W $2317 $2293 -10 $6963 $6988 03 $30708 $29862 -28 ME $2437 $2587 61 $7672 $7741 09 $34103 $32721 -41 NCS $727 $707 -28 $2129 $2135 03 $9274 $9101 -19 RI $2783 $2702 -29 $8293 $8257 -04 $35547 $34697 -24 SWS $908 $900 -09 $2684 $2671 -05 $11296 $11086 -19 UP-N $2894 $2995 35 $8762 $9090 37 $38795 $38946 04 UP-NW $4077 $4097 05 $12570 $12737 13 $54471 $53836 -12 UP-W $3011 $3016 02 $9217 $9353 15 $40472 $39672 -20 Total $28067 $28257 07 $85050 $86340 15 $371118 $365886 -14 1 Values are rounded to the thousand Change is calculated based on the unrounded values

-11-

Passenger Revenue and Ticket Sales

Changes in fares ticket policies and ticket sales channels can affect passenger revenue and ticket sales trends bull In June 2018 Metra stopped selling Monthly Passes and 10-Ride Tickets from vending machines at 15 non-

downtown stations on the Metra Electric Line bull In June 2018 Metra ended its Ticket-by-Internet program bull In July 2018 yearlong testing of the zone consolidation policy began All tickets from Zone A to Zones K

through M were capped at the price of Zone J tickets bull In July 2018 select stations with perceived inconsistencies in distance from downtown were reassigned to

closer zones Ashland Racine West Pullman Stewart Ridge and State Street stations moved from Zone D to C On the Metra Electric mainline the 83rd Street and 87th Street stations were moved from Zone C to B On the Rock Island Beverly Branch the 123rd Street Station was moved from Zone D to C

bull In December 2018 an update to the Ventra app ended the option for purchasing mobile tickets without creating a Ventra account

bull Customers on the Metra Electric Line received a 15 percent discount on their April 2019 Monthly Pass The discount was offered as compensation for two weeks of service disruptions in January and February including all or part of six days without any service caused by unusually severe weather conditions and damage from the derailment of a CN train

bull On the weekend of February 16-17 2019 Metra offered free rides on all trains Ridership from the weekend of February 16-17 is not included in the quantity of Weekend Passes sold in February 2019 as passengers were not required to purchase a ticket

bull On June 1 2019 Metra began allowing monthly pass holders to use their ticket to travel anywhere in the system on weekends where previously travel was restricted to the zones on the ticket

Special event tickets and other data irregularities can affect month-to-month comparisons of passenger revenue and ticket sales figures

bull Stockpiling of 10-Ride Tickets occurred in advance of the 2017 and 2018 fare increases As a result 10-Ride Ticket passenger revenue and ticket sales were overstated in January 2018 and understated in subsequent months As there was no fare increase in 2019 May 10-Ride Ticket sales were not reduced by stockpiling in January 2019 as they have been in previous years

Passenger Revenue Table 7 shows passenger revenue by line for the current month the last three months and the last 12 months

Table 7 Passenger Revenue by Line 1

Line February (Thousands) Last 3 Months (Thousands) Last 12 Months (Thousands)

2019 2020 Change 2019 2020 Change 2019 2020 Change BNSF $6079 $6092 02 $18163 $18548 21 $79142 $78499 -08 HC $309 $328 63 $889 $964 84 $3805 $3916 29 MD-N $2524 $2539 06 $7707 $7857 19 $33506 $33549 01 MD-W $2317 $2293 -10 $6963 $6988 03 $30708 $29862 -28 ME $2437 $2587 61 $7672 $7741 09 $34103 $32721 -41 NCS $727 $707 -28 $2129 $2135 03 $9274 $9101 -19 RI $2783 $2702 -29 $8293 $8257 -04 $35547 $34697 -24 SWS $908 $900 -09 $2684 $2671 -05 $11296 $11086 -19 UP-N $2894 $2995 35 $8762 $9090 37 $38795 $38946 04 UP-NW $4077 $4097 05 $12570 $12737 13 $54471 $53836 -12 UP-W $3011 $3016 02 $9217 $9353 15 $40472 $39672 -20 Total $28067 $28257 07 $85050 $86340 15 $371118 $365886 -14 1 Values are rounded to the thousand Change is calculated based on the unrounded values

-12-

Table 8 shows passenger revenue by ticket type for the current month the last three months and the last 12 months

Table 8 Passenger Revenue by Ticket Type 1

Ticket Type February (Thousands) Last 3 Months (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change

Share 2019

Share 2020

Monthly Pass $15841 $15603 -15 564 552 $45367 $43929 -32 534 509 10-Ride Ticket $8400 $8297 -12 299 294 $25314 $26780 58 298 310 One-Way Ticket $3495 $3790 84 124 134 $12288 $13383 89 145 155 Weekend Pass $355 $565 591 13 20 $2050 $2127 38 24 25 Special Passes - $1 VALUE 00 00 - $46 VALUE 00 01 Total 2 $28091 $28255 06 $85019 $86265 15

Ticket Type Last 12 Months (Thousands)

2019 2020 Change Share 2019

Share 2020

Monthly Pass $193207 $186999 -32 520 511 10-Ride Ticket $107245 $108073 08 289 295 One-Way Ticket $59656 $60111 08 161 164 Weekend Pass $10792 $10211 -54 29 28 Special Passes $469 $448 -45 01 01 Total 2 $371369 $365842 -15 1 Values are rounded to the thousand Change and share are calculated based on the unrounded values 2 Passenger revenue totals differ from those presented in other tables in this report due to adjustments made for group sales marketing sales and refunds

-13-

Table 9 shows passenger revenue by ticket type and sales channel for the current month 2019 and 2020

Table 9 Passenger Revenue by Ticket Type and Sales Channel (Current Month) 1

Sales Channel Monthly Pass (Thousands) 10-Ride Ticket (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change

Share 2019

Share 2020

Commuter Benefit $4965 $4573 -79 313 293 $630 $606 -40 75 73 Conductor - - DIV0 00 00 - - DIV0 00 00 Ticket Agent $4782 $4433 -73 302 284 $2301 $1880 -183 274 227 Vending Machine $475 $435 -84 30 28 $333 $284 -149 40 34 Ventra App $5619 $6162 97 355 395 $5136 $5528 76 611 666 Total $15841 $15604 -15 $8400 $8297 -12

Sales Channel One-Way Ticket (Thousands) Weekend Special Ravinia Passes (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change

Share 2019

Share 2020

Commuter Benefit - - DIV0 00 00 - - DIV0 00 00 Conductor $599 $562 -61 171 148 $156 $211 350 440 372 Ticket Agent $882 $806 -87 252 213 $33 $52 580 93 92 Vending Machine $103 $105 16 30 28 $11 $22 1019 31 39 Ventra App $1910 $2317 213 547 611 $155 $281 812 437 497 Total $3495 $3790 84 $355 $566 594

Sales Channel All Ticket Types (Thousands)

2019 2020 Change Share 2019

Share 2020

Commuter Benefit $5595 $5179 -74 199 183 Conductor $755 $773 24 27 27 Ticket Agent $7998 $7171 -103 285 254 Vending Machine $923 $846 -83 33 30 Ventra App $12820 $14288 114 456 506 Total 2 $28091 $28256 06 1 Values are rounded to the thousand Change and share are calculated based on the unrounded values 2 Passenger revenue totals differ from those presented in other tables in this report due to adjustments made for group sales marketing sales and refunds

-14-

Ticket Sales Table 10 shows ticket sales by ticket type for the current month the last three months and the last 12 months Monthly Pass sales decreased by 11 percent in the current month compared to the previous year and 10-Ride Ticket sales decreased by 07 percent in the same period

Table 10 Ticket Sales by Ticket Type 1

Ticket Type February (Thousands) Last 3 Months (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change

Share 2019

Share 2020

Monthly Pass 84 83 -11 103 94 242 235 -28 86 78 10-Ride Ticket 141 140 -07 173 158 424 450 60 151 149 One-Way Ticket 554 607 94 680 684 1946 2121 90 691 700 Weekend Pass 36 56 590 44 64 205 213 38 73 70 Special Passes - 0 DIV0 00 00 - 9 DIV0 00 03 Total 815 886 88 2817 3027 75

Ticket Type Last 12 Months (Thousands)

2019 2020 Change Share 2019

Share 2020

Monthly Pass 1028 998 -29 76 74 10-Ride Ticket 1802 1816 08 134 135 One-Way Ticket 9496 9568 08 706 711 Weekend Pass 1079 1022 -53 80 76 Special Passes 40 45 148 03 03 Total 13445 13450 00 1 Values are rounded to the thousand Change and share are calculated based on the unrounded values

Tables 11 details ticket sales by line and ticket type

-15-

Table 11 Ticket Sales by Ticket Type and Line (Current Month) Monthly Pass 10-Ride Ticket

Line 2019 2020 Change Line 2019 2020 Change BNSF 18679 18414 -14 BNSF 29970 29727 -08 HC 1011 1073 61 HC 1249 1318 55 MD-N 6804 6663 -21 MD-N 14296 14376 06 MD-W 6935 6779 -22 MD-W 9506 9072 -46 ME 7777 8029 32 ME 11171 11071 -09 NCS 1940 1875 -34 NCS 3190 3038 -48 RI 9809 9491 -32 RI 10799 10161 -59 SWS 3313 3196 -35 SWS 3771 3877 28 UP-N 7835 8053 28 UP-N 21251 21440 09 UP-NW 11466 11188 -24 UP-NW 19796 19924 06 UP-W 8723 8573 -17 UP-W 15668 15660 -01 Total 84292 83334 -11 Total 140667 139664 -07

One-Way Ticket (Mobile amp Station) One-Way Ticket (Conductor) Line 2019 2020 Change Line 2019 2020 Change BNSF 73159 82797 132 BNSF 9313 9913 64 HC 2621 2913 111 HC 335 148 -558 MD-N 40414 44831 109 MD-N 10261 8739 -148 MD-W 39865 42958 78 MD-W 10863 9750 -102 ME 63058 80593 278 ME 15363 15440 05 NCS 8584 9357 90 NCS 3597 2662 -260 RI 41816 43944 51 RI 8242 7310 -113 SWS 10915 12225 120 SWS 2056 1912 -70 UP-N 58773 67483 148 UP-N 19747 18911 -42 UP-NW 62521 70829 133 UP-NW 15331 13618 -112 UP-W 47982 51635 76 UP-W 9537 8609 -97 Total 449708 509565 133 Total 104645 97012 -73 Weekend Special Ravinia Passes (Mobile amp Station) Weekend Special Ravinia Passes (Conductor)

Line 2019 2020 Change Line 2019 2020 Change BNSF 4035 6666 652 BNSF 1887 2278 207 HC - - DIV0 HC - 3 DIV0 MD-N 1972 3573 812 MD-N 1458 2448 679 MD-W 1977 3389 714 MD-W 1599 2590 620 ME 1892 4485 1371 ME 665 1316 979 NCS - - DIV0 NCS - - DIV0 RI 1277 2038 596 RI 1227 1548 262 SWS 52 69 327 SWS 86 36 -581 UP-N 2099 3636 732 UP-N 2284 2955 294 UP-NW 3791 7164 890 UP-NW 4091 5190 269 UP-W 2790 4498 612 UP-W 2332 2768 187 Total 19885 35518 786 Total 15629 21132 352

-16-

Tables 12 and 13 show ticket sales by ticket type sales channel and tender type for the current month and year-to date 2019 and 2020 Tables 14 and 15 show total ticket sales by sales channel and tender type for the current month and year-to-date 2019 and 2020

Table 12 Ticket Sales by Ticket Type Sales Channel and Tender Type (Current Month) 1 2

Sales Channel Monthly Pass (Thousands) 10-Ride Ticket (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change

Share 2019

Share 2020

Commuter Benefit 26 24 -77 307 287 10 9 -44 70 68 Conductor - - DIV0 00 00 - - DIV0 00 00 Ticket Agent 26 24 -70 307 289 40 33 -174 285 237 Cash amp Other 4 3 -140 6 5 -221 Credit Card 22 21 -58 34 29 -166 Vending Machine 3 2 -90 30 28 5 5 -138 39 34 Ventra App 30 33 103 355 396 85 92 84 606 661 Credit Card 28 31 131 81 88 87 Mixed amp Other 1 0 -683 1 0 -531 Ventra 1 1 250 4 4 151 Total 84 83 -11 141 140 -07

Sales Channel One-Way Ticket (Thousands) Weekend Special Ravinia Passes (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change

Share 2019

Share 2020

Commuter Benefit - - DIV0 00 00 - - DIV0 00 00 Conductor 105 97 -73 189 160 16 21 352 440 373 Ticket Agent 135 125 -76 244 206 3 5 586 92 92 Cash amp Other 75 69 -92 2 3 471 Credit Card 60 56 -56 2 3 712 Vending Machine 16 17 34 29 27 1 2 1017 31 39 Ventra App 298 368 233 538 607 16 28 812 437 496 Credit Card 270 335 240 14 26 829 Mixed amp Other 2 1 -290 0 0 78 Ventra 27 32 193 1 2 624 Total 554 607 94 36 57 595

1 Values are rounded to the thousand Change and share are calculated based on the unrounded values 2 As of July 1 2019 the Mixed amp Other category no longer includes transactions with multiple credit cards These transactions are now included in ldquoCredit Cardrdquo

-17-

Table 13 Ticket Sales by Ticket Type Sales Channel and Tender Type (Year-to-date) 1

Sales Channel Monthly Pass (Thousands) 10-Ride Ticket (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change Share

2019 Share 2020

Commuter Benefit 52 48 -79 311 295 20 19 -52 69 61 Conductor - - DIV0 00 00 - - DIV0 00 00 Internet - - DIV0 00 00 - - DIV0 00 00 Ticket Agent 52 49 -65 313 301 79 72 -92 276 235 Cash amp Other 8 6 -174 12 10 -157 Credit Card 45 43 -47 68 62 -81 Vending Machine 5 4 -167 31 27 11 10 -109 39 32 Ventra App 58 61 60 345 377 176 206 167 616 672 Credit Card 53 58 90 167 195 168 Mixed amp Other 2 1 -702 2 1 -517 Ventra 2 3 179 8 10 274 Total 167 162 -29 287 306 69

Sales Channel One-Way Ticket (Thousands) Weekend Special Ravinia Passes (Thousands)

2019 2020 Change Share 2019

Share 2020 2019 2020 Change Share

2019 Share 2020

Commuter Benefit - - DIV0 00 00 - - DIV0 00 00 Conductor 236 211 -106 201 163 50 48 -35 516 413 Internet - - DIV0 00 00 - - DIV0 00 00 Ticket Agent 289 268 -71 245 207 9 11 312 89 97 Cash amp Other 163 147 -96 4 6 316 Credit Card 126 121 -40 4 5 307 Vending Machine 34 33 -37 29 26 3 3 342 27 30 Ventra App 618 781 264 525 604 36 54 506 369 460 Credit Card 560 713 272 33 50 515 Mixed amp Other 3 2 -273 0 0 54 Ventra 54 66 212 2 3 401 Total 1177 1293 99 96 116 205

1 As of July 1 2019 the Mixed amp Other category no longer includes transactions with multiple credit cards These transactions are now included in ldquoCredit Cardrdquo

-18-

Table 14 Total Ticket Sales by Sales Channel and Tender Type (Current Month) 1 2

Sales Channel All Ticket Types (Thousands)

2019 2020 Change Share 2019

Share 2020

Commuter Benefit 36 33 -68 44 38 Conductor 120 118 -18 148 133 Ticket Agent 205 187 -84 251 211 Cash amp Other 87 79 -92 Credit Card 118 109 -78 Vending Machine 25 26 27 31 29 Ventra App 429 521 216 526 588 Credit Card 393 481 223 Mixed amp Other 4 2 -462 Ventra 32 39 202 Total 815 886 88 1 Values are rounded to the thousand Change and share are calculated based on the unrounded values 2 As of July 1 2019 the Mixed amp Other category no longer includes transactions with multiple credit cards These transactions are now included in ldquoCredit Cardrdquo

Table 15 Total Ticket Sales by Sales Channel and Tender Type (Year-to-date) 1 2

Sales Channel All Ticket Types (Thousands)

2019 2020 Change Share 2019

Share 2020

Commuter Benefit 72 67 -71 42 35 Conductor 286 259 -94 166 138 Internet 0 - DIV0 00 00 Ticket Agent 429 400 -67 248 213 Cash amp Other 186 169 -93 Credit Card 242 231 -47 Vending Machine 53 51 -47 31 27 Ventra App 887 1101 241 514 586 Credit Card 814 1016 249 Mixed amp Other 7 4 -452 Ventra 66 81 224 Total 1727 1878 87 1 Values are rounded to the thousand Change and share are calculated based on the unrounded values 2 As of July 1 2019 the Mixed amp Other category no longer includes transactions with multiple credit cards These transactions are now included in ldquoCredit Cardrdquo

-19-

Link-Up and PlusBus Sales Sales of CTA Link-Up passes decreased by 43 percent in the current month compared to the previous year and sales of Pace PlusBus passes decreased by 61 percent in the same period Table 16 shows Link-Up and PlusBus sales by month for 2019 and 2020

Table 16 Link-Up and PlusBus Sales

Month 2019 2020 Change Mobile Share (2020)

Link-Up PlusBus Link-Up PlusBus Link-Up PlusBus Link-Up PlusBus Jan 2836 1057 2643 973 -68 -79 294 255 Feb 2867 1046 2743 982 -43 -61 327 282 Mar 2873 1062 - - -1000 -1000 DIV0 DIV0 Apr 2843 1053 - - -1000 -1000 DIV0 DIV0 May 2759 1012 - - -1000 -1000 DIV0 DIV0 Jun 2658 1020 - - -1000 -1000 DIV0 DIV0 Jul 2636 965 - - -1000 -1000 DIV0 DIV0 Aug 2668 998 - - -1000 -1000 DIV0 DIV0 Sep 2615 998 - - -1000 -1000 DIV0 DIV0 Oct 2641 1020 - - -1000 -1000 DIV0 DIV0 Nov 2707 1011 - - -1000 -1000 DIV0 DIV0 Dec 2454 899 - - -1000 -1000 DIV0 DIV0 Year-to-date 5703 2103 5386 1955 -56 -70 311 269 Last 3 Months 8402 3025 7840 2854 -67 -57 313 269 Last 12 Months 34688 12878 32240 11993 -71 -69 297 257

-20-

Reduced Fare Sales Seniors some Medicare recipients some persons with disabilities primary and secondary school students children and military personnel are eligible for reduced fares on Metra Table 17 shows the number of reduced fare tickets sold by month for 2019 and 2020

Table 17 Reduced Fare Ticket Sales

Month

2019 2020

Monthly Pass

10-Ride Ticket

One-Way Ticket Monthly

Pass 10-Ride Ticket

One-Way Ticket Mobile amp Station Conductor Mobile amp

Station Conductor

Jan 2752 11168 42613 19183 2789 12340 49779 18015 Feb 2838 10771 33924 14399 2905 10835 44569 16388 Mar 2940 11587 63580 21353 Apr 2991 11919 47792 17705 May 2972 12896 59546 26328 Jun 2809 12175 76946 33644 Jul 2780 12334 91136 35997 Aug 2627 12208 87632 29854 Sep 3154 12687 52159 22283 Oct 3265 13586 56308 22069 Nov 3044 11695 58922 20528 Dec 2611 11358 71444 25662 Year-to-date 5590 21939 76537 33582 5694 23175 94348 34403 Last 3 Months 8265 32968 134376 58348 8305 34533 165792 60065 Last 12 Months 35330 146735 697852 307356 34887 145620 759813 289826

Month

Change

Monthly Pass

10-Ride Ticket

One-Way Ticket Mobile amp Station Conductor

Jan 13 105 168 -61 Feb 24 06 314 138 Mar -1000 -1000 -1000 -1000 Apr -1000 -1000 -1000 -1000 May -1000 -1000 -1000 -1000 Jun -1000 -1000 -1000 -1000 Jul -1000 -1000 -1000 -1000 Aug -1000 -1000 -1000 -1000 Sep -1000 -1000 -1000 -1000 Oct -1000 -1000 -1000 -1000 Nov -1000 -1000 -1000 -1000 Dec -1000 -1000 -1000 -1000 Year-to-date -14 -196 -08 -131 Last 3 Months -06 -167 17 -81 Last 12 Months -16 -75 14 -73

Moble Ticketing Feb‐18 Mar‐18 Apr‐18 May‐18 Jun‐18 Jul‐18 Aug‐18 Sep‐18 Oct‐18 Nov‐18 Dec‐18

One‐Way 2136 6194 10034 14734 20668 25222 28681 26979 29046 26228 25554

Day Pass 1003 2681 5108 7027 8727 9307 9228 9490 8026 6828 6972

Zone Upgrade 145 247 610 724 815 852 1004 898 1174 582 586

• 2bfeb_2020_ridership_report_standalone Notes By Jeff Carterpdf
• • Executive Summary
  • Ridership
  • • Estimated Passenger Trips by Line
    • Estimated Passenger Trips by Fare Zone Pair
    • Estimated Passenger Trips by Ticket Type
    • Passenger Loads
    • RTA Ride Free Permit Free Trips
    • Accessible Trips
    • Bicycle Trips
    • • Ridership Influences
      • • Employment
        • Gas Prices
        • Road Construction
        • Service Changes
        • Special Events and Promotions
        • • Passenger Revenue and Ticket Sales
          • • Passenger Revenue
            • Ticket Sales
            • • Link-Up and PlusBus Sales
              • Reduced Fare Sales