Table of Contents APPENDIX A CONCEPTS OF NATIONAL ITS ARCHITECTURE...A-1 APPENDIX C TRI-MET PROJECT MANAGERS...C-1

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3 Table of Contents Table of Contents TABLE OF CONTENTS...III EXECUTIVE SUMMARY... V 1.0 OVERVIEW Background What is ITS? Mission, Goals and Objectives Benefits of ITS ITS Projects Regional Architecture Project Cost Summary Project Schedule TRI-MET ITS PROJECT DESCRIPTIONS TM001 Transit Tracker (Real Time Customer Information Displays) TM002 Transit Signal Priority TM003 LIFT Scheduling System Upgrade/Electronic Data Transmission TM004 Automated Stop Announcements TM005 Bus Dispatch System Upgrade TM006 Scheduling System Software Procurement TM007 Radio and Microwave Replacement Project TM008 DISPATCH Operations Utilities Program TM009 Automated Yard Mapping and Vehicle Assignment Project TM010 LIFT Program Integrated Voice Response REGIONAL ITS PROJECT DESCRIPTIONS OR0158 Transit Buses as Traffic Probes OR0204 Regional ATIS Sustainable Business Model Deployment APPENDIX A CONCEPTS OF NATIONAL ITS ARCHITECTURE...A-1 APPENDIX B PROJECT COST ESTIMATES... B-1 APPENDIX C TRI-MET PROJECT MANAGERS...C-1 PB Farradyne iii

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5 Executive Summary Executive Summary This report represents Tri-Met s 5-year plan for the deployment of Intelligent Transportation System projects (ITS) from FY 2002 to FY Simply stated, ITS is the application of technology in transportation systems. Integrating ITS in Tri-Met s bus and rail systems offers the Portland region opportunities for improvements to the transportation system through enhanced efficiency and safety. For Tri-Met and other transit systems, ITS projects can increase ridership and improve customer service through efficiencies such as better system on-time performance and reduced agency cost. Tri-Met has developed this plan to ensure the Portland region is able to reap the benefits of ITS; thus, projects were chosen that support each other as well as regional integration, build on the agency s existing infrastructure, and offer opportunities for future ITS expansion. This plan also addresses the federal rule for conformance with the National ITS Architecture and Standards under the Transportation Equity Act for the 21st Century (TEA-21). Additional background information can be found in the Overview section of this report. In addition, the Overview includes the goals and objectives of this plan and the benefits of ITS projects, as well as brief summaries of the regional architecture, project costs and a proposed schedule. This plan includes regional projects as well as projects that are internal to Tri-Met. The agency has identified a set of ten internal ITS projects that build on the region s ITS infrastructure. Detailed information on Tri-Met s ITS projects can be found in Section 2.0 Tri-Met ITS Project Descriptions. The Portland region also has begun to work toward deployment of operational ITS projects through TransPort, a regional partnership of both the public and private sectors. The current TransPort plan contains 15 regional ITS projects. Tri-Met has been a significant contributor on three of these projects. See the Regional ITS Project Descriptions section for more detail on two of these projects. The third regional project- -OR0206 Regional Intermodal Transit Traveler Information and Security System-- closely parallels Tri-Met s Transit Tracker project. This plan also includes three appendices. Appendix A provides a general introduction to concepts of the National ITS Architecture as well as a glossary of the definitions relevant to the Tri-Met 5-Year ITS Plan. Appendix B includes estimated capital costs for each project. Finally, Appendix C lists the project managers assigned to each project at the time of publication. The twelve projects that are the subject of this plan are listed below with a brief description as well as total capital costs and major milestones. Tri-Met Internal Projects TM001 Transit Tracker (Real Time Customer Information Displays) : This project will provide real time transit information (e.g., vehicle arrival information or service disruption messages) to the internet, 50 rail stations, and 250 bus stops. The total project cost is expected to be $3.5 million with the prototyping, evaluation and initial deployment completed in the next two years. Additional deployment of approximately 50 locations will occur yearly. PB Farradyne v

6 Executive Summary TM002 Transit Signal Priority: This project will extend the green-time at 250 traffic signals for all buses running behind schedule in Portland and, potentially, throughout the region. The total project cost is estimated at $4.5 million ($1.5 million Tri-Met and $3 million City of Portland) with initial field installation and field-testing completed by next year. TM003 LIFT Scheduling System Upgrade/Electronic Data Transmission: This project will upgrade the LIFT paratransit scheduling software to improve the interface with the bus dispatch system, upgrade the driver manifest system, and enhance the driver display and interface equipment. In the next year the PASS/BDS interface will be improved to eliminate retyping of manifest changes by LIFT operators. In the long term, all LIFT buses will be moved to Advanced Mobile Data Terminals (AMDTs) and the LIFT scheduling system will be fully integrated with the BDS. The total project cost is estimated at $2.8 million. TM004 Automated Stop Announcements: This project will provide the capability for audible messages on all of Tri-Met s bus fleet. The automatic announcement of stops will allow visually impaired passengers to identify their location, similar to the system in operation on the MAX light rail. Deployment of the Automated Stop Announcement equipment will follow new fleet procurements. Current fleet replacement schedule projections are approximately 75 a year in 2004 and Total project cost is estimated at $725,000. TM005 Bus Dispatch System Upgrade: This project moves Tri-Met s computer-aided bus dispatch system toward mainstream, vendor supported products that are compatible with Tri-Met s enterprise vi data model. In the next year the operating system will be upgraded and modern workstations will be acquired. Over the next three years the system will be upgraded to OrbCad NT. The project will support use of current vehicle equipment (In-Vehicle Units or IVUs ) as well as new vehicle equipment (Advanced Mobile Data Terminals or AMDTs ) built by Orbital TMS. Total project cost is estimated at $2.3 million. TM006 Scheduling System Software Procurement: This project will replace Tri-Met s current software that is responsible for run cutting and schedule blocking. The new system will provide stronger linkages between the scheduling system and other Tri-Met databases as well as an improved user interface and more powerful runcutting and blocking algorithms. The system will be installed and tested in the next year. Total project cost is $900,000. TM007 Radio and Microwave Replacement Project: The Radio and Microwave Replacement project will involve the replacement of UHF fixed and mobile radio equipment and several microwave hops. In the next year, all transmitters and receivers at Tri-Met s remote sites will be replaced. Digital microwave links will replace the current analog system except at the Mount Scott- Polivka and Justice Center sites. In concert with the BDS upgrade, the system will be upgraded to Motorola Gold in The existing UHF and 800 MHz mobile radio system configuration will be retained. Total project cost is $6.4 million. TM008 DISPATCH Operations Utilities Program: The Dispatch Operations Utilities Program includes ongoing agency initiatives to develop software that enhances the PB Farradyne

7 Executive Summary functionality of both BDS and rail control software. This project will be completed using Tri-Met in-house staff. There are no capital costs associated with the project. TM009 Automated Yard Mapping and Vehicle Assignment Project: The Automated yard mapping and vehicle assignment project will use the existing communication and bus dispatch system and transit vehicle Global Positioning System (GPS) to correctly locate all transit vehicles in the yard and assign them to blocks (trains). This project will be reviewed by Tri-Met s Information Technology Committee (ITC). If approved by the ITC, a bus assignment model will be developed in the next two years and the benefits of an automated fleet assignment process will be evaluated. Deployment of the system will begin in This project is funded through Tri-Met operating funds (software modifications). TM010 LIFT Program Integrated Voice Response: This project develops Integrated Voice Response (IVR) features that will give customers more positive control over how and when they request, reserve, receive confirmation, change or cancel LIFT trips, and will also provide additional options for customer notification regarding service. The upgrade of the LIFT scheduling software in 2005 will allow for the incremental implementation of IVR features in following years. Total project cost is $200,000. Regional Projects OR0158 Transit Buses as Traffic Probes: Using buses as traffic probes, Tri-Met will report travel speeds over key corridors determined to be of interest to the City of Portland and the Oregon Department of Transportation. This data will allow these agencies to better monitor and manage the transportation system. The development and deployment of the system will occur this year, depending on the regional allocation of Federal ITS grant funding. Total project cost is $250,000. OR0204 Regional ATIS Sustainable Business Model Deployment: The deployment of the regional advanced traveler information system would take distribution of transportation information to the next level, with information tailored specifically to the needs of individual travelers. The Tri-Met portion of this project would primarily entail the collection and distribution of real time operational data, as well as schedule and fare data. The development and deployment of the system will occur this year, depending on the regional allocation of Federal ITS grant funding. Total project cost is $200,000. PB Farradyne vii

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9 Overview 1.0 Overview 1.1 BACKGROUND Tri-Met has a long history of using technology to improve bus, rail and paratransit service. While early projects involving technological advances were not referred to as Intelligent Transportation Systems (ITS) projects, they would be considered ITS projects if they were done today. Examples of these early projects include the radio and microwave system, which was installed in 1981 and expanded in 1983; the first automatic passenger counters which were installed in 1984; and traffic signal priority for MAX trains in In the decade that followed, Tri-Met s ITS program accelerated, with the installation of such important foundational systems as the computer-aided bus dispatch system (BDS) and rail control system (CCS). Currently, Tri-Met has identified ten ITS projects that build on this base infrastructure. These projects, together with several regional ITS projects that contain transit elements, are the focus of this 5-Year ITS Plan update. For many years the Portland metropolitan region has invested in multi-modal transportation solutions to enhance mobility and maintain the region s livability standards and reputation. Tri-Met s extensive state-of-the-art bus, rail and paratransit systems are representative of that commitment. More recently, the region has started to focus on Intelligent Transportation Systems (ITS) as a complementary means to enhance the efficiency and safety of travel. Examples of this focus are the freeway The Portland metropolitan region has been investing, for many years, in multi-modal transportation solutions to enhance mobility and maintain the region s livability standards and reputation. management system implemented by the Oregon Department of Transportation (ODOT) and the advanced signal control software used by the City of Portland to control most of its traffic signals. TransPort, a partnership that includes the States of Washington and Oregon, metropolitan planning organizations Metro and Regional Transportation Council, the Port of Portland, transit operators Tri-Met and C-TRAN and academic and private sectors, have been working to continue progress on the incremental conceptualization, planning, design, and deployment of operational ITS. In each of the last two years, the Portland region has received over half a million dollars in ITS earmark funds to develop regional ITS projects. A technical advisory committee (TransPort TAC) has prioritized the application of these funds toward regional projects that integrate and leverage on the various projects that have been completed by the individual regional partners. Several of these projects include transit participation and are included in Section 3 of this plan. Tri-Met s ongoing and planned ITS projects form the basis of this plan, which covers the time period from FY 2002 to FY 2006 (with FY 2000 serving as the base year). This update of Tri-Met s 5-Year ITS Plan ensures ITS projects deployed by the agency are cost effective and timely. A key element of this plan is the identification of a system architecture for Tri-Met s ITS projects. To best achieve cost efficiency and interoperability goals, project PB Farradyne 1

10 Overview inter-relationships and associated system interfaces and standards need to be evaluated and clearly defined during the project planning stage. This plan addresses these needs. Another benefit of completing system architecture documents is to address the federal rule for conformance with the National ITS Architecture and Standards. Section 5206(e) of the Transportation Equity Act for the 21st Century (TEA-21) requires that ITS projects using funds from the Highway Trust Fund (including the Mass Transit Account) conform to the National ITS Architecture and Standards. The federal rule requires that ITS projects that affect regional integration be evaluated for institutional and technical integration with transportation systems and service within the region, as well as consistency with the applicable regional ITS architecture or the National ITS Architecture. To meet the federal rule ITS projects should: Engage a wide range of stakeholders (internal and external); Enable the appropriate electronic information sharing between stakeholders; Facilitate future ITS expansion; and Consider the use of applicable ITS standards. ITS focuses on increasing the efficiency of existing transportation resources, in order to improve the overall performance of the system. safety, to provide services to travelers and to assist transportation service providers to implement suitable traffic management strategies. ITS focuses on increasing the efficiency of existing transportation resources, in order to improve the overall performance of the system. Improving the system is achieved by providing better management of transportation systems, and by providing services and information to travelers so they can make better travel decisions. 1.3 MISSION, GOALS AND OBJECTIVES The projects presented in this report support Tri-Met s specific ITS goals as well as the agency s principal mission of improved mobility for all members of the community. To ensure the deployment of the ITS projects listed in this report are cost effective while at the same time providing Tri-Met s customers with better service, the agency has developed the mission statement, goals and objectives listed below: ITS Mission To ensure the planning, development, and implementation of intelligent transportation systems at Tri-Met and to support Tri-Met s Strategic Plan s mission of improving mobility in a growing, compact, urban region. Goals 1.2 WHAT IS ITS? Intelligent Transportation Systems involve the application of advanced technology to solve transportation problems, to improve 2 Through the deployment of ITS projects, Tri-Met expects to accomplish the following goals and objectives: PB Farradyne

11 1. Increase Regional Mobility ITS can increase the mobility of all travelers through improved reliability without expanding the physical capacity of the transportation system. In addition, ITS can offer more convenient service to customers, particularly those users with disabilities. 2. Increase Regional System Performance ITS offers transportation service providers the opportunity to better manage transportation demand and supply. ITS can provide Tri-Met with real time information on the transportation system, which can allow the agency to quickly respond to service disruptions and continue the efficient movement of passengers. 3. Reduce Agency Costs Both operating and maintenance costs can be reduced through more efficient use of existing resources. 4. Increase Customer Satisfaction ITS provides transit customers with information before, during and after a trip, eliminating some of the uncertainty of public transportation. ITS projects can also enhance customer satisfaction by improving service reliability as well as reducing travel time. Objectives 1. Improve customer service both internally and externally through optimized ITS planning. 2. Ensure Tri-Met s ITS projects are cost effective as well as supportive of each other and the existing ITS infrastructure in the region. Travelers in the Portland region will stand to gain many benefits from the implementation of ITS projects. Tri-Met 5-Year ITS Plan Overview 3. Provide a platform for joint venture ITS projects with regional partners. 1.4 BENEFITS OF ITS Travelers in the Portland region will stand to gain many benefits from the implementation of ITS projects. The evaluation of national ITS programs and ITS user-benefit studies indicate that the Portland region can expect to experience a number of measurable benefits when full deployment is achieved. Some examples of national experience with ITS transit deployment are provided below. Using transit automatic vehicle location, signal priority, computer-aided scheduling and dispatch will: Improve system on-time performance; Maintain same quality of service with potential fleet reduction; and Enable enhanced flexible/on-demand service with reduced wait time, reduced cost, and increased ridership. Providing enhanced and sustained access to public agency transportation data will: Allow travelers to adapt their travel plans by potentially altering their travel time or route; Create a more sustainable business environment for private sector traveler information service providers; and Create integrated seamless access to regional data for planners. The region has already begun to experience the benefits of ITS specifically through the PB Farradyne 3

12 Overview deployment of a new bus dispatching system using automatic vehicle location and automatic passenger count technology. Tri-Met, in partnership with Portland State University, is undertaking a TransNowsponsored research study to assess the impacts of full deployment of their new bus dispatching system in terms of service reliability and operating performance. The results of the initial implementation are already apparent on the eight routes selected for study. In general, this project has provided travel time savings, and specific findings are summarized below: Tri-Met s overall on-time performance improved from 69% to 83% Early arrivals declined from 15% to 5% Schedules have been improved based on information provided by the Bus Dispatch System (BDS). Some example benefits include: Line 72 PM peak improvements: 62% to 77% on time improvement 36% improvement in bus spacing Overloaded trips decreased from 24% to 2% 60% reduction in reported pass-ups Line 17 improvements: 70% to 83% on time improvement PM peak late decreased from 42% to 24% 1.5 ITS PROJECTS Based on Tri-Met s goals and objectives, the agency has proposed twelve ITS projects. Ten of these are projects to be deployed internally, while two projects are part of Tri-Met s regional ITS partnerships. These inter-related core projects will ensure that Tri-Met is able to build upon the region s existing ITS infrastructure and achieve Tri-Met s overall mission. Tri-Met s deployment plan includes the following projects: Tri-Met Internal Projects TM001 Transit Tracker (Real Time Customer Information Displays) TM002 Transit Signal Priority TM003 LIFT Scheduling System Upgrade/Electronic Data Transmission TM004 Automated Stop Announcements TM005 Bus Dispatch System Upgrade TM006 Scheduling System Software Procurement TM007 Radio and Microwave Replacement Project TM008 DISPATCH Operations Utilities Program TM009 Automated Yard Mapping and Vehicle Assignment Project TM010 LIFT Program Integrated Voice Response 4 PB Farradyne

13 Overview Regional Projects OR0158 Transit Buses as Traffic Probes OR0204 Regional ATIS Sustainable Business Model Deployment Each of these projects offer Tri-Met an opportunity to improve mobility and customer service while at the same time supporting joint ventures and partnerships with regional partners. Figure 1 provides a simple graphic depicting each project and the relationship with Tri-Met s existing ITS, communication, and information technology infrastructure. TM006 Scheduling System Software TM005 Bus Dispatch System Upgrade TM001 Transit Tracker OR0204 Regional ATIS Sustainable Business Model Deployment TM002 Traffic Signal Priority Bus Dispatch System Radio/Microwave System TM004 Automated Stop Announcements TM009 Automated Yard Mapping and Vehicle Assignment Scheduling System Enterprise Data Model GIS Database TM008 Dispatch Operations Utilities Program OR0158 Transit Buses As Traffic Probes TM010 LIFT Program Integrated Voice Response Rail Control & Command System WAN/LAN Development TM003 LIFT Scheduling System Upgrade TM007 Radio / Microwave Replacement Project Figure 1: Project Summary A summary description of each project is provided below. Full project descriptions are in the following sections of this report. Tri-Met ITS Project Descriptions TM001 Transit Tracker (Real Time Customer Information Displays) : This project will provide transit customers with real time transit information (e.g., vehicle arrival information or inter-modal connection/transfer information) using several communication technologies and display formats. TM002 Transit Signal Priority: This project will allow buses that are behind schedule to make up travel time by extending the green-time for buses at designated traffic signals in Portland and potentially throughout the region. PB Farradyne 5

14 Overview TM003 LIFT Scheduling System Upgrade/Electronic Data Transmission: Upgrading the LIFT paratransit scheduling software will improve the interface with the bus dispatch system, update the driver manifest system with a fully electronic system, and enhance the driver display and interface equipment with a graphic display. TM004 Automated Stop Announcements: This project will provide for the automated announcement of stop information on Tri-Met s bus fleet in a manner similar to the system that is currently in operation on Tri-Met s MAX light rail. Tri-Met buses will have the capability to provide audible messages so that visually impaired passengers can identify their location, per ADA compliance requirements. TM005 Bus Dispatch System Upgrade: The objective of the Bus Dispatch System (BDS) Upgrade project is to upgrade the BDS software to a fully supported version, to provide support for other ITS applications and to allow supervisors to participate more fully in the management of the transit system. TM006 Scheduling System Software Procurement: This project will replace Tri-Met s current software that runs on a mainframe and is responsible for fixed route operator and vehicle scheduling. This new system will provide improved graphic user interface and more efficient run cuts and vehicle scheduling blocks. TM007 Radio and Microwave Replacement Project: This project will involve the retention of the existing microwave and 800 MHz mobile radio 6 system configuration, replacement of UHF fixed and mobile radio equipment, and certain other improvements. The new UHF radio equipment will be similar to the existing equipment, which will enable a transparent replacement process for users of both fixed and mobile equipment. TM008 DISPATCH Operations Utilities Program: The Dispatch Operations Utilities Program includes ongoing agency initiatives to develop software-based enhancements that improve operations efficiency and associated data management and reporting needs. Tri-Met Operations Dispatch staff currently use a variety of electronic and manual support tools to manage day-to-day operations activities within the rail, bus and paratransit systems. TM009 Automated Yard Mapping and Vehicle Assignment Project: The Automated Yard Mapping and Vehicle Assignment Project will use the existing communication and bus dispatch system, and transit vehicle Global Positioning System (GPS) to correctly locate transit vehicles in the yard and assign them to blocks (trains). TM010 LIFT Program Integrated Voice Response: This project develops Integrated Voice Response (IVR) features that will give customers more positive control over how and when they request, reserve, receive confirmation, change or cancel LIFT trips, and will also provide additional options for customer notification regarding service performance status. Tri-Met has the opportunity to realize savings in terms of cost and performance improvements that are available through regional PB Farradyne

15 Overview partnerships (and vice versa). TransPort regional projects specific to transit include the following: Regional ITS Project Descriptions OR0158 Transit Buses as Traffic Probes: Tri-Met buses that travel along a number of key corridors will report travel speeds over selected segments determined to be of interest to the City of Portland and the Oregon Department of Transportation (ODOT). The travel time data will enhance the City of Portland s and ODOT s ability to monitor performance and cooperatively manage their facilities within the regional transportation system. OR0204 Regional ATIS Sustainable Business Model Deployment: The deployment of the regional advanced traveler information system would take delivery of transportation information to the next level with information tailored specifically to the needs of individual travelers. The Tri-Met portion of this project would include: (1) collection and preparation of real time operational data, schedule and fare data in a suitable regional format and structure, and (2) distribution of that data through a real time server to businesses willing to provide this information to individual travelers. 1.6 REGIONAL ARCHITECTURE A key step in developing and deploying Tri-Met s ITS infrastructure is the identification of the architecture for individual projects as well as the role each plays in the region s architecture. An architecture defines the functions that must be performed to implement a given service, the physical entities or subsystems where these functions reside, the interfaces/information flows between subsystems, and the communication requirements for the information flows. Benefits that may be attributed to utilizing an architecture approach in the design, implementation and operation of ITS, include: Reduced risk, Cost savings, and Further development of the big picture of the system. Appendix A provides a general background on the history, structure and benefits of developing an ITS architecture. In addition, Appendix A includes a glossary of architecture terms relevant to Tri-Met s 5- Year ITS Plan. Figure 2A: Tri-Met Physical Architecture Connectivity (as an element of TransPort) and Figure 2B provide an overview of Tri-Met s regional transit architecture including ties to other external agencies. PB Farradyne 7

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17 Overview X47 Tri-Met Transit Fleet Manager TRVS Tri-Met Supv On-Board Vehicle Subsystem X49 Tri-Met Mobile Supervisor X49 Tri-Met Central Dispatch & Operations Staff TRMS coordination (Tri-Met - C-TRAN) transit supervisor management data (C-TRAN) transit vehicle schedule performance transit fleet manager input transit operations planning data transit system data (C-TRAN) transit vehicle location data Figure 2A: Tri-Met Physical Architecture Connectivity (as an element of TransPort) transit operator management data transit operator display TRMS Tri-Met Central Bus Dispatch & Operations (Fixed Route & Paratransit) Center Street demand responsive transit request demand responsive transit plan transit driver availability transit vehicle probe status verification (voice coordination) (1) transit schedule information (2) driver instructions (3) request for vehicle measures (4) transit traveler information (5) route assignment (1) transit vehicle schedule performance (2) transit vehicle conditions (3) transit vehicle location data (4) transit vehicle passenger and use data (5) traveler request (6) (transit) vehicle probe data X52 Tri-Met Bus Driver transit driver display transit driver inputs X50 Tri-Met LIFT Paratransit Rider TRVS Tri-Met Bus On-Board Vehicle Subsystem (Fixed or LIFT) transit user outputs X50 Tri-Met Fixed Route Rider transit user outputs transit vehicle measures X51 Tri-Met Bus See Region 1 Architecture for additional detail TMS City of Portland Traffic Operations Center (TOC) (1) transit system data (2) transit vehicle probe data TRMS coordination (Bus - LRT) local signal priority request Tri-Met Supervisor (transit driver) display X49 Tri-Met Mobile Supervisor Tri-Met Supervisor (transit driver) inputs transit information user request transit information user request (1) transit traveler information (2) broadcast information (1) broadcast information (2) personal transit information TRMS Tri-Met Central Rail Operations (1) transit schedule information (2) driver instructions (3) request for vehicle measures (1) transit vehicle schedule performance (2) transit vehicle conditions (3) transit vehicle location data (4) transit vehicle passenger and use data TRVS Tri-Met Light Rail On-Board Subsystem (local) signal control request (LRT) RS Tri-Met Roadside Subsystems (LRT-Arterial Traffic Crossing Control) RS City of Portland Roadside Subsystems signal control status signal control data Ruby Junction transit vehicle measures (LRT) local signal priority request (bus) X51 Tri-Met Light Rail Vehicle RS X49 C-TRAN Transit System Operator(s) transit operator management data TRMS C-TRAN Transit Operations transit vehicle schedule performance TRVS C-TRAN Bus On-Board Vehicle Subsystem RTS Tri-Met Remote Info Access Services (Pylon/Kiosk) trip request (1) transit and fare schedules (2) transit traveler information (3) trip plan local traffic control priority request (LRT) local traffic control priority request (LRT) City of Gresham Roadside Subsystems RS City of Hillsboro Roadside Subsystems transit operator display driver instructions transit driver availability X52 C-TRAN Bus Driver(s) route assignment PIAS Tri-Met Personal Info Access Services transit user inputs transit user outputs (1) transit system data (2) (transit) vehicle probe data See Region 1 Architecture for additional detail ISP Region 1 Information Service Provider(s) Legend: Tri-Met Central Operations & Dispatch Facilities & Staff Tri-Met Operating Fleet & Staff (bus, train, operator) Tri-Met Customers (fixed or LIFT Riders, travelers) Tri-Met Roadside or Fixed Facilities (LRT, Pylon/Kiosk) Other Regional Transit (C-TRAN) Tri-Met & Regional Traveler Information Services Regional Infrastructure (State, County, City) transit user outputs transit user inputs X50 Regional Transit User transit user inputs transit user outputs See Region 1 Architecture for additional detail TMS ODOT Region 1 Traffic Management Operations Center (TMOC) PB Farradyne 9

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19 Overview Figure 2B: Region 1 Physical Architecture Connectivity X41 TMS City of Vancouver, WA X46 Traffic Operations Personnel WSDOT Roadway Environment Portland Airport X45 Traffic Portland Airport (PDX) RS Portland Airport (PDX) PMS Portland Airport (PDX) TMS WSDOT SW Region X12 Driver Portland Airport Private, Commercial, Transit, Emergency TMS Portland Airport Traffic Management (PDX) X45 RS WSDOT SW Region X56 Traveler Portland Airport RTS Remote Traveler Support Subsystem Portland Airport X12 Driver X58 Weather Service X41 Roadway Environment EMS Multnomah, Hood River County Emergency Management Traffic X12 RS ODOT Region 1 RS TMS X30 Other Regional Emergency Management Driver Private, Commercial, Transit, Emergency TMS Multnomah, Hood River County ODOT Region 4 & 5 Bend Tri-Met Regional Architecture (See Figure 2A) RS City of Portland ODOT Region 1 Traffic Management Operations Center (TMOC) X09 Construction & Maintenance TRMS Tri-Met TRMS C-TRAN To City of Portland Roadside Systems TMS City of Portland Traffic Operations Center (TOC) X46 Traffic Operations Personnel ODOT TMS ODOT Region 2 Salem to City of Portland TOC to ODOT Region 1 TMOC to METRO (not planned) to/from Regional ISP X46 EMS X31 Other ISP Public Data Interface Traffic Operations Personnel City of Portland CVAS Commercial Vehicle Administration Subsystem Other Regional Emergency Management EVS RTS Remote Traveler Support Subsystem Public Site(s) ISP Regional Information Service Provider(s) PMS Parking Subsystems City of Portland PS Metro PS RTC VS Vehicle Subsystem Emergency Vehicle Subsystem RS Regional Roadside Subsystem PIAS Personal Information Access Subsystem PMS EMMS X12 X64 DMV X37 Parking Service Provider X36 Parking Operator Regional Parking Management Subsystem X23 Map Update Provider X25 Transportation Planners Emissions Management Subsystem Driver Emergency Response X06 Commercial Vehicle Drivers X56 Traveler PB Farradyne 11

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21 Overview 1.7 PROJECT COST SUMMARY Project costs have been estimated for the 5-year time period of the plan (with FY 2001 included for reference purposes). Appendix B includes more detailed cost estimates for each project. The capital costs, shown in Figure 3 on the following page, represent the bulk of the costs associated with the projects. A summary of operating expense considerations is provided in each of the project descriptions. In general, operating expenses are not expected to be significant and, in several cases, the projects are anticipated to reduce operating expenses by replacing existing systems with state-of-the-art technology. PB Farradyne 13

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23 Overview Figure 3: Capital Costs Summary Tri-Met ITS Deployment Plan Summary Capital Costs FY2001 Budget FY2002 FY2003 FY2004 FY2005 FY2006 Tri-Met Capital Tri-Met Grant External Tri-Met Capital Tri-Met Grant External Tri-Met Capital Tri-Met Grant External Tri-Met Internal/ Grant Tri-Met Internal/ Grant Tri-Met Internal/ Grant 6-Year Total Proj.# TM001 Tri-Met Projects Transit Tracker/Real Time Customer Information Displays $313,000 $561,000 $0 $955,838 $0 $50,000 $677,644 $0 $0 $507,523 $179,428 $179,428 $3,423,859 TM002 Traffic Signal Priority $0 $0 $154,271 $0 $0 $218,082 $0 $0 $0 $0 $0 $0 $372,353 TM003 LIFT Scheduling System Upgrade $50,000 $0 $200,000 $158,000 $0 $0 $900,000 $0 $0 $1,450,000 $0 $0 $2,758,000 TM004 Automated Stop Announcements $0 $0 $0 $0 $0 $0 $0 $0 $0 $357,200 $366,600 $0 $723,800 TM005 Bus Dispatch System Upgrade $396,000 $0 $0 $70,000 $0 $0 $400,000 $0 $0 $1,100,000 $150,000 $150,000 $2,266,000 TM006 Scheduling System Software Procurement $55,000 $485,000 $0 $108,000 $0 $0 $65,000 $0 $0 $60,000 $60,000 $60,000 $893,000 TM007 Radio and Microwave Replacement Project $781,256 $920,744 $0 $2,069,000 $0 $0 $1,551,500 $0 $0 $871,500 $0 $0 $6,194,000 TM008* Dispatch Operations Utility Program $0 TM009 * Automated Yarding Mapping and Vehicle Assignment $0 TM010 LIFT Integrated Voice Response $0 $0 $0 $0 $0 $0 $200,000 $0 $0 $0 $0 $0 $200,000 Regional Projects OR0158 Transit Buses as Traffic Probes $0 $0 $0 $0 $0 $150,000 $0 $0 $100,000 $0 $0 $0 $250,000 OR0204 Regional ATIS Sustainable Business Model Deployment $0 $0 $0 $0 $0 $75,000 $0 $0 $50,000 $0 $0 $0 $125,000 *Projects listed without project costs have been included as placeholders. Cost projections will follow a decision as to which applications, if any, are developed. Tasks associated with these projects may also be accomplished using in-house staff. $1,595,256 $1,966,744 $354,271 $3,360,838 $0 $493,082 $3,794,144 $0 $150,000 $4,346,223 $756,028 $389,428 $17,206,012 PB Farradyne 15

24 Overview 1.8 PROJECT SCHEDULE Figure 4 provides a summary of activity over the 5-year horizon of this plan. The individual project descriptions detailed in Sections 2.0 and 3.0 provide additional schedule milestone data for all projects in Tri-Met s 5-Year ITS Plan. The majority of Tri-Met s internal projects as well as the regional projects were initiated in FY2000 and FY2001. In several cases, the ability of a project to meet its operational objective requires that another project s infrastructure is in place. Project interrelationships are shown in Figure 5. As an example of this interrelationship, the Bus Dispatch System Upgrade project is essential to many projects, as the enhanced functionality of the new system will be leveraged to initiate or enhance other projects. Transit Tracker, transit probes and automatic announcements of bus stops will all integrate with the advanced functionality of the Bus Dispatch System. Figure 4 Tri-Met ITS Plan Schedule Summary Tri-Met ITS Plan Schedule Major Activity Secondary Activity refer to the project descriptions (Section 2.0) for more detailed schedule information Proj.# Tri-Met Projects FY2001 FY2002 FY2003 FY2004 FY2005 FY2006 TM001 TM002 TM003 TM004 TM005 TM006 TM007 TM008 TM009 TM010 Transit Tracker/Real Time Customer Information Displays Traffic Signal Priority LIFT Scheduling System Upgrade Automated Stop Announcements Bus Dispatch System Upgrade Scheduling System Software Procurement Radio and Microwave Replacement Project Dispatch Operations Utility Program Automated Yard Mapping and Vehicle Assignment LIFT Integrated Voice Response Regional Projects OR0158 OR0204 Transit Buses as Traffic Probes Regional ATIS Sustainable Business Model Deployment 16 PB Farradyne

25 Overview Figure 5 Tri-Met ITS Project Relationships Tri-Met Project Relationships Dependent (Includes some or all dependent project elements) Related refer to project descriptions (Section 2.0) for more detail on project relationships TM001Transit Tracker/Real Time Customer Information Displays TM002 Traffic Signal Priority TM003 LIFT Scheduling System Upgrade TM004 Automated Stop Announcements TM005 Bus Dispatch System Upgrade TM006 Scheduling System Software Procurement TM007 Radio and Microwave Replacement Project TM008 Dispatch Operations Utility Program TM009 Automated Yard Mapping and Vehicle Assignment TM010 LIFT Integrated Voice Response OR0158 Transit Buses as Traffic Probes ORO24 Regional ATIS Sustainable Business Model Deployment Proj.# Tri-Met Projects TM001 Transit Tracker/Real Time Customer Information Displays TM002 Traffic Signal Priority TM003 LIFT Scheduling System Upgrade TM004 Automated Stop Announcements TM005 Bus Dispatch System Upgrade TM006 Scheduling System Software Procurement TM007 Radio and Microwave Replacement Project TM008 Dispatch Operations Utility Program TM009 Automated Yard Mapping and Vehicle Assignment TM010 LIFT Integrated Voice Response Regional Projects OR0158 Transit Buses as Traffic Probes OR0204 Regional ATIS Sustainable Business Model Deployment PB Farradyne 17

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27 2.0 Tri-Met ITS Project Descriptions Tri-Met 5-Year ITS Plan Tri-Met Project Descriptions Project Descriptions This section includes detailed project descriptions for each Tri-Met ITS project. Each project has three individual tables that provide information unique to each project. Information in the first table includes Project Background, Project Plan, Project Objective Statement and Project Risks associated with the development of the project. The second table in each project description identifies elements of the National ITS Architecture relevant to the specific project. Architectural elements identified in this table include applicable Physical Entities (subsystems), Architecture Flows, Market Packages, Equipment Packages, User Services and Standards. In addition, a subsystem diagram for the project is provided. This diagram shows the relationship of subsystems required in developing the project. Information included in this table is intended to result in a project that conforms with the National ITS Architecture. The third table in each project description identifies institutional and funding issues that must be considered in the development of the project. Information contained in this table includes stakeholders (both internal and external), work related to the project that has been initiated elsewhere, required resources, project schedules, operations and maintenance and procurement options. Appendix C includes a list of the Tri-Met Project Managers responsible for each project at the time of publication of this document. PB Farradyne 19

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29 Tri-Met Project Descriptions: Transit Tracker 2.1 TM001 TRANSIT TRACKER (REAL TIME CUSTOMER INFORMATION DISPLAYS) Table 1 - Background Information Project ID TM001 Project Title Transit Tracker (Real Time Customer Information Displays) Project Tri-Met has deployed several advanced ITS technologies to improve Background the delivery of service on bus and rail. The computer-aided bus dispatch system (BDS) and the rail central control system (CCS) currently display the location and schedule status of all fixed-route vehicles to dispatchers and rail controllers, respectively. This information has considerable value to transit customers, both before they begin a trip and while they are waiting for a bus or rail vehicle to arrive. This project displays real time transit information to transit customers using several communications technologies and display formats to deliver information. It builds on currently deployed systems such as the BDS and rail CCS. Tri-Met believes that providing actual arrival times of transit vehicles and better information during service disruptions will improve customer satisfaction. This information will reduce perceived waiting times, help remove uncertainty to travelers, and help them make informed decisions. This, in turn, will allow travelers to use their time more productively. The "uncertainty" for transit customers varies depending on the expectations of the individual customer. It is expected that all transit users desire predicted bus arrival and inter-modal connection/transfer information (e.g., bus-bus and bus-rail) Tri-Met intends to address both in this project. Additional information needs include pre-trip planning, and more static information such as fare schedules and park and ride locations. Tri-Met addresses these needs through existing traveler information systems that will be integrated and enhanced with this new real time capability, where appropriate. Through a series of related capital investments, Tri-Met is now ideally positioned to deploy such a solution using existing infrastructure. This infrastructure can be used for delivery of real time transit traveler information 1 to the transit mall, rail platforms, transit centers, and key regional bus stops, as well as trip-planning kiosks and the Internet. At key inter-system transfer points, these real time transit displays will integrate transit information to provide a complete regional transit service. 1 The ITS term for Real Time Customer Information Displays PB Farradyne 21

30 Tri-Met Project Descriptions: Transit Tracker Project Plan The Transit Tracker project will be conducted in three phases: (I) prototype; (II) outreach and user feedback, evaluation of customer benefits and site-selection analysis, and then deployment of initial operational capability; followed by (III) full system deployment. Phase I: Tri-Met will deploy real time customer information displays at three locations that are representative of different types of transit facilities: a rail station (Gateway), a major bus facility (Salmon/5 th Avenue) and a selected bus stop with two standard shelters at the intersection of Northeast Martin Luther King, Jr. Boulevard. and Northeast Killingsworth. These prototypes will have the capability to display vehicle arrival times within 1-minute accuracy for vehicles that are less than 15 minutes away. The final stage of the Phase I prototype will focus on an audio component, enhancing the system s ability to serve customers with disabilities. Phase II: Tri-Met will conduct an evaluation of the traveler information displays (prototyped in Phase I) and continue a limited deployment of additional displays along the Phase I prototype bus and rail routes. The focus of the evaluation will be twofold. First, Tri-Met customers will be surveyed to determine user acceptance of the prototype system. This portion of the evaluation will also be used to conduct user benefits and site-selection analysis to determine the optimal locations in addition to the content and presentation for real time displays in future deployments. Secondly, a technical evaluation will be conducted on the system. This component of the evaluation will be used to identify any technical difficulties encountered during Phase I of the project. It is anticipated that this will significantly reduce the number of technical difficulties experienced in future deployments. A review of the American with Disabilities Act (ADA) compliance and acceptance for the visual and audio components of the site information system will be included in this phase. 22 PB Farradyne

31 Project Plan Continued Tri-Met 5-Year ITS Plan Tri-Met Project Descriptions: Transit Tracker Under Phase II, additional display sites will be installed to continue to test system robustness and user acceptance. Up to 15 sites will be added along the bus routes included in the Phase I prototype, and up to 10 rail sites will be added focused on the new service to the airport. Phase III: Tri-Met will complete the deployment of the operational system. It is anticipated that, in addition to equipping additional sites, this phase will allow for content to be added, presentation to be enhanced, and new technologies (e.g., software, hardware, communications) to be leveraged to the advantage of a reduction in long-term operations and maintenance (O&M) costs. Prior to additional deployment, the system will be enhanced to account for changes from scheduled service. This work requires integration with the ongoing efforts of the Dispatch Operations Utilities Program (TM008) and with ongoing work for the BDS upgrade. The addition of an enhanced text messaging capability is another prerequisite to additional deployment. It is expected that Phase III deployment will include ongoing efforts to evaluate communication options, including use of Tri-Met communication infrastructure to replace the private Cellular Digital Packet Data (CDPD) system. Continued development and refinement of the prediction algorithms is also anticipated with a focus on methods to accommodate layovers, reroutes and major service disruption conditions, (e.g., snow days). The ability to automatically suppress arrival display information based on driver service disruption input will also be an element of the Phase III enhancements. Project Objective Statement It is expected that budgetary considerations may impact or potentially limit the rate of full system deployment. The overall objective of the Transit Tracker project is to develop and deploy an integrated regional system to collect, process and disseminate real time transit customer information to the transit mall, rail platforms, transit centers, bus shelters, and via the Internet and other external displays. PB Farradyne 23

32 Tri-Met Project Descriptions: Transit Tracker Project Risk(s) Programmatic (Scope, Schedule, Resources): The multi-phase deployment of the system poses some schedule challenges during the initial prototype stage programmed for FY2000-FY2001. The goal of near-term deployment will be balanced against the need to maximize the long-term benefits of initial infrastructure investments. Long-term deployment may be affected if operations and maintenance costs are higher than anticipated, (e.g., vandalism, equipment failure, increasing communication costs). These costs cannot be fully evaluated until additional deployment is completed and data is collected over a longer deployment period. Technical: Transit vehicle location data - The accuracy and continuous flow of real time bus and train location data is essential to the effective and reliable performance of the system. Open versus proprietary data interfaces - It would be preferred to have an extensible modular solution that presents data at clearly defined external interfaces; this allows future enhancement/service-life extensions. 24 PB Farradyne

33 Tri-Met Project Descriptions: Transit Tracker Table 2 - Architectural Requirements Physical Entities Primary: Transit Management (TRMS), Remote Traveler Support (RTS), Personal Information Access Subsystem (PIAS), Transit User (X50) Architecture Flows Market Packages Equipment Packages User Services Standards Secondary: Transit Vehicle Subsystem (TRVS), Transit Vehicle (X51) Primary: Transit information user request, transit traveler information, broadcast information, transit user inputs, transit user outputs, personal transit information Secondary: Request for vehicle measures, transit schedule information, transit vehicle location data, transit vehicle schedule performance, transit vehicle measures Primary: Transit Traveler Information (APTS8) Secondary: Transit Fixed-Route Operations (APTS2), Broadcast Traveler Information (ATIS1), Interactive Traveler Information (ATIS2) Primary: Transit Center Information Services, Remote Transit Information Services, Remote Interactive Information Reception, Personal Interactive Information Reception Secondary: On-Board Fixed-Route Schedule Management, Transit Center Fixed-Route Operations Primary: En-route Transit Information (2.2), Pre-trip Travel Information (1.1) Secondary: None ITE: TS 3.TCIP-CC, -SCH, -PI, -CPT, -SP and Frame. AASHTO: (TS 3.AP.FTP, TS 3.BP-OER and TS 3.AP-DATEX) or TS 3.AP-CORBA. IEEE: P1489 and SAE: J1587, 1708, 2354, 2374, , -2, -4, -7, X, -7LX, PB Farradyne 25