Cross-border Public Transport 14 AACHEN BUSHOF. Toolbox. Concepts, ideas and support for improvements. June 2002

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1 Cross-border Public Transport 14 AACHEN BUSHOF Toolbox Concepts, ideas and support for improvements June 2002

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3 Toolbox on Cross-border Public Transport Concepts, ideas and support for improvements Aachen/Rome/Leuven, June 2002 Project co-ordination: IVV - Ingenieurgruppe IVV (Aachen/Germany) Oppenhoffallee 171, D Aachen, Fon , Fax , Web Stephan Krug Dirk Meinhard Author: CONPASS Consortium Development / compilation: TECNIC - Tecniche e Consulenze Nell Ingegneria Civile S.p.A. (Rome/Italy) Giuseppe Montesanti Marco Antognoli Scientific control: KUL - Katholieke Universiteit Leuven (Leuven/Belgium) Ben Immers Jasper Knockaert Quality control: PDC - Peter Davidson Consultancy (Berkhamsted/UK) Philip Clarke Document source:

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5 Contents CONTENTS PART 0 - GENERAL INTRODUCTION TO THE TOOLBOX The CONPASS-Project The CONPASS-Toolbox...12 PART 1 - ANALYSIS OF A BORDER REGION Introduction to Part Why to study Cross-border Public Transport? How to analyse a Border Region? Checklist of Most Relevant Criteria...38 Toolbox on cross-border public transport CONPASS

6 Contents PART 2 - BARRIERS IN CROSS-BORDER PUBLIC TRANSPORT Introduction to Part Barriers on Information Barriers on Level of Service Barriers on Organisational / Legal / Institutional Framework Barriers on Tariff...61 PART 3 - BEST PRACTICE Introduction to Part Summary of Barriers and Measures Measures on Information Measures on Level of Service Measures on Organisational / Legal / Institutional Framework Measures on Tariff Toolbox on cross-border public transport CONPASS

7 Contents PART 4 - RECOMMENDATIONS Introduction to Part Strategic Aspects Framework for Success PART 5 - BACKGROUND READING Introduction to Part Case Study Descriptions Master Table for the Analysis Guidelines for the Interview Literature Toolbox on cross-border public transport CONPASS

8 Contents Toolbox on cross-border public transport CONPASS

9 Part 0 - General Introduction to the Toolbox The Toolbox Part 1 Analysis of a Border Region PART 0 - GENERAL INTRO- DUCTION TO THE TOOLBOX Part 2 Barriers in CB Public Transport Part 3 Best Practice The CONPASS-Project The CONPASS-Toolbox Part 4 Recommendations Part 5 Background reading Toolbox on cross-border public transport CONPASS

10 Part 0 - General Introduction to the Toolbox Toolbox on cross-border public transport CONPASS

11 Part 0 - General Introduction to the Toolbox 1 The CONPASS-Project 1 THE CONPASS-PROJECT 1.1 THE AIM OF THE PROJECT CONPASS is a European research project aiming at the analysis and the improvement of cross-border local and regional passenger transport in urbanised areas. The focus of the project is exclusively directed towards public transport and related issues. The project is partially funded by the European Commission under the 5 th Framework Programme 'Competitive and Sustainable Growth The project s work programme was carried out from January 2000 until June 2002, by a research consortium consisting of 20 partners. Ten project partners were directly involved in the analysis of case studies. The selection of case studies and the assignment of partners were based on the following criteria: Compliance with specific characteristics of cross-border areas (e.g. geographical, demographic, economic, organisational aspects); the selected case studies should represent a cross section of cross-border sites in Europe (European Union and accession countries). Toolbox on cross-border public transport CONPASS

12 Part 0 - General Introduction to the Toolbox 1 The CONPASS-Project Quality of public transport services provided in the cross-border area (stage of development). Commitment of the partner to the site (as public transport operator, public transport association and/or cross-border planning association). The CONPASS project aims to contribute to the further development and improvement of local and regional cross-border passenger transport services by: Providing a state-of-the-art overview, Designing an analysis methodology that can serve as a universally valid tool for the analysis of cross-border transport connections and that can serve as a basis for future applications, Designing a toolbox that supports local stakeholders in improving crossborder connections, Performing dissemination activities such as the organisation of workshops in EU member states and in accession countries, paper presentations on international conferences, writing of articles in international journals and presentation of all relevant information on the CONPASS website. Toolbox on cross-border public transport CONPASS

13 Part 0 - General Introduction to the Toolbox 1 The CONPASS-Project 1.2 THE CONPASS CONSORTIUM The CONPASS consortium consists of the following partners: IVV* Ingenieurgruppe IVV (D), Co-ordinator BH* Buero Herry (A) ETT* Equipo de Tecnicos en Transporte y Territorio s.a. (E) ISIS* Isis S.A. (F) PDC* Peter Davidson Consultancy (UK) TCAC* Transport and Communication Assessment Center GmbH (D) TECNIC* Tecniche e Consulenze Nell Ingegneria Civile S.p.A. (I) TFK* Institutet foer Transportforskning (S) ZIS* Zivilingenieurbuero Sammer (A) STU Slovak University of Technology (SK) KUL* Katholieke Universiteit Leuven (B) SJ SJ AB (S) ASEAG Aachener Strassenbahn- und Energieversorgungs AG (D) EUREGIO Euregio Maas-Rhein - Regio Aachen e.v. (D) VOR Verkehrsverbund Ost-Region (A) PB International Consultations Peter Benuska (SK) Toolbox on cross-border public transport CONPASS

14 Part 0 - General Introduction to the Toolbox 1 The CONPASS-Project ADEBISA Agencia de Desarrollo del Bidasoa, S.A. (E) EUSKO Sociedad Publica Eusko Trenbideak (E) APT Azienda Provinciale Trasporti S.p.A. (I) AMG Azienda Multiservizi Goriziana S.p.A. (I) * Responsible for case study analysis 1.3 THE CONPASS-WEBSITE The CONPASS website provides on-line access to all project results, including the project deliverables, case study reports and an electronic version of this toolbox. The URL of the website is The project deliverables cover full project results: Deliverable 1: State-of-the-art Overview and Methodology for Case Study Analysis Deliverable 2: Basic Case Study Reports and Cross Findings of Basic Case Studies Toolbox on cross-border public transport CONPASS

15 Part 0 - General Introduction to the Toolbox 1 The CONPASS-Project Deliverable 3: Best Practice in Cross-border Public Transport and its Transferability Deliverable 4: Toolbox on Cross-border Public Transport Deliverable 5: Final Report For each Basic Case Study, a Case Study Report has been made available. These reports contain information on the Case Study area, public transport supply and demand and implemented as well as future measures to improve crossborder public transport. An electronic version of this toolbox has been made available (accessible directly on containing the same information as the printed version. However, the electronic version provides additional features to make the information accessible in an even more user-friendly way, including a full text search engine. All on-line information is freely accessible and will stay available till May 2008 at least. Toolbox on cross-border public transport CONPASS

16 Part 0 - General Introduction to the Toolbox 2 The CONPASS-Toolbox 2 THE CONPASS-TOOLBOX 2.1 AIM OF THE TOOLBOX The aim of the toolbox is to collect and present in a structured and user-friendly way all the main findings of the CONPASS project. The content of the toolbox varies from schemes to analyse cross-border public transport services to solutions that can be applied to overcome barriers in cross-border areas. The information stored in the toolbox represents state-of-the-art in cross-border public transport services. The toolbox makes this information accessible to all potential users: experts responsible for planning, monitoring, support, execution and further development of cross-border public transport services (e.g. operators, local/regional authorities, cross-border institutions). Finally, the toolbox will serve as a basis for further development of knowledge on the development of cross-border public transport services. Toolbox on cross-border public transport CONPASS

17 Part 0 - General Introduction to the Toolbox 2 The CONPASS-Toolbox 2.2 STRUCTURE OF THE TOOLBOX The toolbox consists of 6 separate parts (see figure 0-1), completed with some references: Part 0 - General introduction to the toolbox This part provides a general introduction to the toolbox. It includes a brief description of the CONPASS project (and its website), as well as an overview of the structure of the toolbox, and some guidelines to use this toolbox. Part 1 - Analysis of a cross-border region This part includes a general outline of the topics that should be considered in studying public transport issues in a cross-border site. This part, that focuses the main objectives and includes the list of the most important parameters and criteria, aims to help a potential user in analysing the problems and assessing the most important aspects of the region under study. Part 2 - Barriers in cross-border public transport This part provides an overview of the problems affecting cross-border public transport. These problems are formulated as barriers and are subdivided into four groups: information, level of service, organisational, legal and institutional framework, and tariff. Toolbox on cross-border public transport CONPASS

18 Part 0 - General Introduction to the Toolbox 2 The CONPASS-Toolbox Introduction to the Toolbox CONPASS-Project CONPASS-Toolbox Best Practice Measures on Information Level of service Organisational / legal / institutional framework Tariff Part 3 Part 0 Analysis of a Cross-Border Region Objectives Methodology Checklist Recommendations Strategic aspects Success factors Part 1 Part 4 Barriers in Cross-Border Public Transport Barriers on Information Level of service Organisational / legal / institutional framework Tariff Background Reading Case Study Descriptions Master Table for the Analysis Guidelines for the Interview Literature Part 2 Part 5 Figure 0-1: Parts of the toolbox and their content Toolbox on cross-border public transport CONPASS

19 Part 0 - General Introduction to the Toolbox 2 The CONPASS-Toolbox Part 3 - Best practice This part provides a detailed description of measures that were applied in cross-border areas, this to improve cross-border public transport services. In order to support a well-considered choice of measures, the concept of stage of development is introduced. According to this concept 4 stages of development can be distinguished concerning the quality of service provided in the border area. Depending on the stage of development specific measures qualify for application. Part 4 - Recommendations In this part of the toolbox recommendations for stakeholders in border regions are compiled. Most recommendations can be characterised as strategic, focussing on issues as in-depth analysis of a border region, identification of barriers and practical steps that can be taken to get things started. In addition to the recommendations, the most decisive success factors including those concerning funding, organisational, and legal issues are described. Part 5 - Background reading This part of the toolbox comprises the following items: Toolbox on cross-border public transport CONPASS

20 Part 0 - General Introduction to the Toolbox 2 The CONPASS-Toolbox - Case study descriptions: a brief overview of each case study that was dealt with in the CONPASS project. All case studies are described according to a fixed framework: short description of the area and the cross-border public transport network, size of the transport demand, barriers and solutions, and a list of organisations that can be contacted for further information on this site. - Master table for the analysis: overview of the most relevant aspects for analysing a border region - Guidelines for the interview: example of a questionnaire addressing the various issues relevant for the analysis and improvement of cross-border public transport services - Literature: references to reports, papers and other sources of information, relevant for improving cross-border public transport services. Each part is divided into paragraphs, which are identified by figures, the first one representing the part (0 to 5), the second one representing the number of the paragraph. If the paragraph is further subdivided into sub-paragraphs, a third figure will be used to represent the subparagraph. Toolbox on cross-border public transport CONPASS

21 Part 0 - General Introduction to the Toolbox 2 The CONPASS-Toolbox 2.3 TOOLBOX USERS PROFILE The toolbox is designed for a wide range of users, engaged in planning, design and exploitation of cross-border public transport services such as public transport operators, local authorities and transport consultants. Anybody interested in analysing and improving cross-border public transport in border areas, should be able to use this toolbox. The structure of the toolbox allows for a dedicated approach, this in accordance with the profile of the user. This profile (A, B or C) can be assessed using the scheme in figure 0-2. To facilitate the use of the toolbox a colour is associated to each of the six parts of the toolbox: green for the introduction (part 0), ochre for the part one, orange for the part two, red for the part three, purple for part four and royal blue for part five. Toolbox on cross-border public transport CONPASS

22 Part 0 - General Introduction to the Toolbox 2 The CONPASS-Toolbox Do you have in-depth knowledge regarding the cross-border area? No User A Yes Do you know which barriers exist in your cross-border area? No User B Yes User C Figure 0-2: Assessment of user profile Toolbox on cross-border public transport CONPASS

23 Part 0 - General Introduction to the Toolbox 2 The CONPASS-Toolbox The users are recommended to follow the logical paths as indicated in figure 0-3: User A lacks in-depth knowledge regarding the cross-border area. As an analysis of the site is a necessary prerequisite, we suggest to user A to start reading the toolbox in part 1. User B is already familiar with the specific characteristics of the crossborder region, but he/she doesn t have an exhaustive overview of existing barriers. As it is necessary to know which barriers to the development of cross-border public transport exist, we advise user B to skip part 1 and start reading from part 2. User C typically has a good knowledge of his cross-border region and knows which barriers to the development of cross-border public transport services exist. This user can pass immediately to part 3. Toolbox on cross-border public transport CONPASS

24 Part 0 - General Introduction to the Toolbox 2 The CONPASS-Toolbox USER A Part 1 Analysis of a Border Region USER B Part 2 Barriers in CB Public Transport USER C Part 3 Best Practice Part 4 Recommendations Part 5 Background reading Figure 0-3: Framework for consulting the toolbox Toolbox on cross-border public transport CONPASS

25 Part 0 - General Introduction to the Toolbox 2 The CONPASS-Toolbox The adopted structure of the toolbox guarantees a link between the various parts of the document, making it easy for the user to move from one section to another. The links between the various parts of toolbox are indicated by a sign (i.e. Part 0; Part 1; Part 2; Part 3; Part 4; Part 5), the font colour represents the part and the number represents the paragraph and the subparagraph. 2.4 STAGES OF DEVELOPMENT OF CROSS-BORDER PUBLIC TRANSPORT To facilitate the classification of possible solutions to overcome barriers to the development of cross-border public transport services, the concept of stage of development is introduced. Usually cross-border public transport is less developed, has more problems and has a lower level of service than the domestic public transport services. On this basis the final objective is that the quality of cross-border public transport services and facilities match standards relevant to neighbouring regional and national public transport services. Toolbox on cross-border public transport CONPASS

26 Part 0 - General Introduction to the Toolbox 2 The CONPASS-Toolbox The stages of development used in this toolbox start from the absence of any cross-border service and end with the complete integration of the cross-border services. The development process of proceeding from one stage to a higher one is called transitional phase: Stage 1 - No cross-border services No cross-border public transport services and facilities are provided. The only option to cross the border is by private means of transport or making larger detours in public transport. Transitional phase 1 2: Starting cross-border services Stage 2 - Separately operated cross-border services Separately (independent) operated public transport services at either side of the border (no or very limited co-ordination of these services) are available. Transitional phase 2 3: Co-ordinating cross-border services Stage 3 - Co-ordinated cross-border services Co-ordinated cross-border services are provided. Co-ordination can be established in various ways, e.g.: timetable, ticket price or tariff, information supply, collaboration between service providers, collaboration between customs at border crossings, acceptance of cross-border regulations, etc. Toolbox on cross-border public transport CONPASS

27 Part 0 - General Introduction to the Toolbox 2 The CONPASS-Toolbox Transitional phase 2 3: Integrating cross-border services Stage 4 - Integrated cross-border services Cross-border public transport services are integrated in relevant planning procedures (strategic, tactical and operational) at both sides of the border. All cross-border services provided are fully integrated in the total package of public transport services, being operated in that specific area. As a result information supply, services and tariff system of cross-border public transport are an integral part of the regional public transport system at both sides of the border. Also the organisational, legal and institutional framework for cross-border public transport is fully integrated in the relevant national and regional frameworks at both side of the border. However, harmonisation of the relevant organisational, legal and institutional framework at both sides of the border is not a prerequisite. How to assess the stage of development? To find out the stage of development your region is in, the scheme presented in figure 0-4 can be used. Toolbox on cross-border public transport CONPASS

28 Part 0 - General Introduction to the Toolbox 2 The CONPASS-Toolbox In the region that you want to study, is there any cross-border public transport service? No Stage 1 Yes Planning and exploitation of cross-border public transport services is co-ordinated between operators/authorities at both sides of the border? No Stage 2 Yes Cross-border public transport services are integrated with existing regional and national public transport services? No Stage 3 Yes Stage 4 Figure 0-4: Assessment of stage of development Toolbox on cross-border public transport CONPASS

29 Part 1 - Analysis of a Border Region The Toolbox Part 1 Analysis of a Border Region PART 1 - ANALYSIS OF A BORDER REGION Part 2 Barriers in CB Public Transport Part 3 Best Practice Part 4 Recommendations Introduction to Part 1 Why to study Cross-border Public Transport? How to analyse a Border Region? Checklist of Most Relevant Criteria Part 5 Background reading Toolbox on cross-border public transport CONPASS

30 Part 1 - Analysis of a Border Region Toolbox on cross-border public transport CONPASS

31 Part 1 - Analysis of a Border Region 1 Introduction to Part 1 1 INTRODUCTION TO PART 1 The first part of the toolbox provides hints on how to analyse a cross-border region. The idea behind the analysis is to get a clear view on the structure of the border region concerning all fields that affect cross-border public transport services. For this, the objectives of the analysis are highlighted in a summarised way and a suggestion for a methodology to perform such an analysis is presented consisting of four steps: Preparatory work, Performing interviews, Data processing, Evaluation of data. Finally, a checklist is provided with the most relevant criteria which should be considered with an analysis of a border region. Due to the fact that a standardised methodology will not cope with all specific aspects of cross-border regions due to their different structure, the presented approach has to be adapted to the local situation. Toolbox on cross-border public transport CONPASS

32 Part 1 - Analysis of a Border Region 2 Why to study Cross-border Public Transport? 2 WHY TO STUDY CROSS-BORDER PUBLIC TRANSPORT? The objective of an analysis of a border region with respect to cross-border public transport is to identify the following aspects: What is the present status of cross-border traffic (demand and supply)? Does a relevant potential for cross-border public transport exist (e.g. is there a high flow of private car traffic)? Are there any barriers in cross-border public transport, both for passengers or for operators? How relevant are they? Who is doing what in the border region? What is the role of each actor (authority, operator, ) and what s his detailed task and competence? Which efforts have already been undertaken to improve the situation within the cross-border region? Have they been successful, and if not, why? Toolbox on cross-border public transport CONPASS

33 Part 1 - Analysis of a Border Region 3 How to analyse a Border Region? 3 HOW TO ANALYSE A BORDER REGION? 3.1 PREPARATORY WORK The preparatory work provides a general feeling about the site. The main activities to be undertaken during the preparatory work are: Review of existing studies, Collection of basic geographical and statistical information about the crossborder region and the state of public transport, Look at your site, Identification of the most important actors on both sides of the border. Review of existing studies The general view is often that there is no information available on a particular cross-border region, but proper literature, statistics and Internet survey will reveal much useful information. Studies on cross-border public transport concerning the particular case or another case at the common borderline may exist, probably published on the other side of the border. This survey makes all available information accessible and provides sources for particular information nec- Toolbox on cross-border public transport CONPASS

34 Part 1 - Analysis of a Border Region 3 How to analyse a Border Region? essary for the analysis (e.g. which organisation is responsible for statistics in both countries of the border region and from where can I get the data?). Some hints on existing material might be collected by enquiries amongst the relevant actors in the region. Collection of basic and statistical information about the cross-border region As already stated above various statistical data is necessary to get a clear view on the border region. The information to be collected concerns the following topics: Population distribution and density in the cross-border region, Existing road, rail and (ferry) ship infrastructure which is crossing the border, Public transport lines incl. systems operating on demand and special transport systems (for elderly or disabled persons) serving the area, Demand figures of the cross-border lines (public transport) and the road infrastructure (private transport) according to travel motives, Commuter figures, Market analyses concerning users, non-users or potential users for crossborder public transport (modal-split surveys and figures). Toolbox on cross-border public transport CONPASS

35 Part 1 - Analysis of a Border Region 3 How to analyse a Border Region? The checklist at the end of part 1 provides some aid to tailor your own inventory concerning the required data within your cross-border region. The necessary data can be found at the following sources: Topographical maps of the area, Public transport maps and schedules, Internet sites of transport operators or other actors, Reports of existing studies, Passenger figures of public transport operators, National or regional statistical offices/administrations, Demand figures published by national or regional road authorities. Look at your site In a first step, the demarcation of the cross-border region is necessary to define the respective area with interrelationship across the border. The border region is defined by the catchment area of the centres close to the border, which is again defined by the origin and destination of the traffic flows of daily trips across the border. The maximum distance between the major border cities should not exceed 50 to 70km (usual maximum distance of daily work commuting). Toolbox on cross-border public transport CONPASS

36 Part 1 - Analysis of a Border Region 3 How to analyse a Border Region? Furthermore, looking at the site also means to visit various places of the region. This will provide a clearer view of what s going on and what things look like. A timetable of a cross-border line in a timetable booklet might be well designed, but the real service can look different. The major aspects, which should be considered when visiting the border site are: Existing situation at the border (e.g. characteristics of the border controls), Quality of the vehicles and the stops/station, Information facilities (e.g. information boards, multilingual information), Availability of multilingual information by personnel (e.g. by drivers), Operating characteristics of the service provider (e.g. who is operating the service, by which vehicles, special features of the service). Identification of the most important actors The identification of the players active in cross-border public transport on both sides of the border serves two aspects: Finding the right people to approach for an in-depths discussion on existing barriers and their background story, Toolbox on cross-border public transport CONPASS

37 Part 1 - Analysis of a Border Region 3 How to analyse a Border Region? Understanding what the organisational and financing model for public transport in the respective countries looks like, because differences between the models are an important source for barriers. The relevant actors can be found in different roles like financing, regulating, organising or operating public transport. Selecting the relevant actors is necessary to see how their responsibilities are scattered. Examples of relevant actors are: Local authorities, Regional authorities, State authorities, Specific transport authorities, Public transport operators, Public transport associations, Cross-border institutions, Consumer organisations. Actors with other roles (e.g. consultancies with special experience in this field, local development agencies, tourism promotion agencies) can be of interest, too. Toolbox on cross-border public transport CONPASS

38 Part 1 - Analysis of a Border Region 3 How to analyse a Border Region? 3.2 PERFORMING INTERVIEWS Performing interviews is one approach to get the necessary background information in order to draw conclusions on how to overcome existing barriers. The main objectives of the interviews are to identify: Barriers towards cross-border public transport. The relative severity of these barriers. Solutions to overcome these barriers. Guidelines for the interview in part 5-3 and 5-4 The following suggestions can be drawn up for organising interviews: Select the most appropriate interviewees among the relevant actors identified during the preparatory work, Perform face-to-face interviews with the identified relevant actors from various organisations involved in cross-border transport, Make minutes during the interview which could be transferred afterwards in a provided database (for more detailed practical information refer to the Guidelines for the Interview in Part 5-4), Toolbox on cross-border public transport CONPASS

39 Part 1 - Analysis of a Border Region 3 How to analyse a Border Region? Prepare a short report to summarise the relevant findings on the studied region. An example for an interview outline attached in Part 5-4 (Guidelines for the interview) will give to you some aid to tailor your own questionnaire for the interview. 3.3 PROCESSING DATA Master table for the analysis in part 5-3 To achieve a general overview of all answers of the interviewee and to compare the data gathered during the interviews it is recommended to insert all data in a specific table. This master table should enclose all relevant barriers and solutions mentioned during the interviews. Therefore, the master table has to correspond with the interview outline. An adequate master table is provided as an example in Part 5-3. The master tables are filled in based on the minutes of the interview. Toolbox on cross-border public transport CONPASS

40 Part 1 - Analysis of a Border Region 3 How to analyse a Border Region? Main barriers for passengers Relevant Actors Country 1 Country 2 Are there any problems with INFORMATION SYSTEM? concerning the form: too difficult to read unclear format of the information others (please specify): concerning the contents: information (content) is difficult to understand no co-ordination of the different timetables insufficient information not current information no information about changing possibilities others (please specify): Interview 1 Interview 2 Interview 3 Interview 4 Interview 1 Interview 2 Interview 3 Interview 4 Figure 1-1: Master table (example) Toolbox on cross-border public transport CONPASS

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