Contracting Commuter Rail Services, Volume 2: Commuter Rail System Profiles (2018)

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15 Metrolink Southern California Regional Rail Authority Southern CA–Los Angeles, CA HISTORY Agreements for purchase of rights of way, right-of-way strips (allowing sharing), and trackage rights with Southern Pacifi c, Santa Fe, and UPRR were completed. The California Legislature required the Los Angeles, Orange, Riverside, and San Bernardino County Transportation Commissions to develop a plan for regional transit services. Metrolink changed operations contractors and negotiated an agreement with Amtrak for train operations. The 91 Line was extended to South Perris and renamed the 91/Perris Valley Line. Metrolink opened service on the original three lines—the Santa Clarita Line (now the Antelope Valley Line), Ventura County Line, and San Bernardino Line. Metrolink awarded the train operations contract to Connex Railroad (now known as TransDev North America). Metrolink brought dispatching in-house. SCRRA branded the commuter rail service as Metrolink and contracted with Amtrak to dispatch, operate trains, and maintain the infrastructure, signals, and train equipment. Los Angeles, Orange, Riverside, San Bernardino, and Ventura Counties formed SCRRA through a joint powers agreement. Metrolink added four new lines: the Riverside, Orange County, Inland Empire-Orange County, and 91 Lines. Metrolink unbundled contracted services and negotiated agreements with diff erent contractors. Amtrak continued to dispatch and operate trains. Los Angeles, Orange, Riverside, and San Bernardino County residents voted to approve a half-cent sales tax to fund rail improvements. 1990 2010 2016 1992 2005 1991 1993 – 2002 1993 – 2005 1988 – 1990 1990 – 1991 Metrolink is a regional commuter rail system operated by the Southern California Regional Rail Authority (SCRRA). The agency is a joint powers authority composed of the transit agencies responsible for the counties of Los Angeles, Orange, Riverside, San Bernardino, and Ventura. The Metrolink system includes seven rail lines serving 536 route miles, including 124 shared miles with freight railroads: • Antelope Valley Line (a 76.6-mile route between Union Station and Lancaster) • Inland Empire–Orange County Line (a 100.1-mile route between San Bernardino and Oceanside) • Orange County Line (a 87.2-mile route between Union Station and Oceanside) • Riverside Line (a 59.1-mile route between Union Station and downtown Riverside) • San Bernardino Line (a 56.2-mile route between Union Station and San Bernardino) • Ventura County Line (a 70.9-mile route between Union Station and East Ventura) • 91/Perris Valley Line (a 85.6-mile route between Union Station and Perris) The Metrolink service operates Monday through Friday during the morning and afternoon peak commute hours, and provides midday service on all lines. Limited weekend service is available on all lines except the Riverside and Ventura County Lines. SCRRA has a fleet of 52 agency-owned locomotives, 184 coaches, and 90 cab cars. Metrolink trains serve 55 stations throughout southern California, where riders can transfer to many transit options in the member counties, including bus, light rail, and heavy rail.

16 Contracting Commuter Rail Services, Volume 2: Commuter Rail System Profiles PERFORMANCE STATISTICS Past Trends 2012–2016 Service Data in RY* 2016 Data source: NTD *Report year: for each report year, NTD collects data refl ecting the reporter’s operation in the same fi scal year. Annual Operating Cost: $218,012,890 Total Directional Route Miles: 824 Passenger Car Revenue Miles: 13,089,698 Unlinked Passenger Trips: 13,758,419 Annual Total Passenger Miles: 425,150,283 Operating Cost per Passenger Car Revenue Mile Operating Cost per Passenger Passenger Trips per Passenger Car Revenue Mile Passenger Miles per Passenger Trip $16.66$15.87$14.94$14.38$14.65 20162015201420132012 $15.85 $14.86$14.70$14.08 $13.04 20162015201420132012 1.051.071.021.02 1.12 20162015201420132012 30.9029.10 32.8434.5632.96 20162015201420132012 Contractor, Scope Origin and Extension Dates Current Expiration SCRRA outsources 90% of Metrolink work and typically has up to 260 active contracts and a large number of purchase orders. The lengths of major contracts vary from a minimum of 5 years to a maximum of 12 years, depending on the type of contract. Renewal options also vary by contract, but lengths are between 2 and 4 years. Contracts are renewed when reaching the year of renewal option/expiration based on mutual agreement/negotiation. Amtrak is responsible for train operations under an unbundled contract with a maximum term of 10 years. Bombardier is the current contractor for maintenance of Metrolink’s rolling stock at the Central and Inland Empire Maintenance Facilities; Bombardier also provides light maintenance and servicing of equipment at all layover points. Maintenance-of-infrastructure services are outsourced to two separate contractors. Veolia Transportation and Maintenance Infrastructure, Inc., (VTMI) handles maintenance of tracks and structures, and the Mass Electric Construction Company (MEC) handles communications, signal systems, and the two centralized train control facilities. The table below shows the current contracts with these primary contractors, collectively known as Metrolink’s Big Four. CONTRACTED SERVICE GOVERNANCE General Contracted Service Informa on Year to year Amtrak’s current operations contract began June 26, 2010, with a 4-year base contract and two potential 3-year options. Total is 10 years. The original 6-year contract was awarded in 2009, and a 4.5-year option was exercised in 2015. In June 2018, SCRRA included an option to extend the term an additional year. Bombardier signed a new contract with SCRRA that took effect on January 1, 2017. The contract is for 8 years (December 31, 2024) with one 4-year option. VTMI was awarded a 6-year contract that began January 1, 2009. A 4-year extension was exercised in February 2014. Total is 10 years. In June 2018, SCRRA extended the term of the contract to June 30, 2020, with an option to extend the term an additional year. VTMI, Maintenance of Infrastructure Amtrak, Train Operations June 30, 2020 June 30, 2020 December 31, 2024 Bombardier, Maintenance of Equipment SCRRA contracts with the Los Angeles County Sheriff’s Department for Metrolink security and law enforcement services, and the Sheriff’s Department coordinates such services across the total six-county service area. Los Angeles County Sheriff’s Department, Security MEC, Maintenance of Communications and Signals Metropolitan Transportation Authority (LA Metro) with four votes, Orange County Transportation Authority (OCTA) with two votes, Riverside County Transportation Commission (RCTC) with two votes, San Bernardino Associated Governments (SANBAG) with two votes, and Ventura County Transportation Commission (VCTC) with one vote. Ex-officio members of the SCRRA Board of Directors include the Southern California Association of Governments, San Diego Association of Governments, and an appointee of the governor of California [often from the California Department of Transportation (Caltrans)]. Metrolink is governed by the SCRRA Board of Directors, which consists of 11 voting members and three ex officio members. Member agencies with their respective number of voting members are the Los Angeles County June 30, 2020

Metrolink 17 *LA Metro has commuter rail easement rights with UPRR on the Riverside Line, and RCTC has commuter rail easement rights with BNSF Railway. SCRRA staff is responsible for overseeing prime contractors to meet safety and other regulations stipulated by the Federal Railroad Administration. SCRRA staff is also responsible for meeting the Federal Transit Administration (FTA) regulations as well as reporting operational, fi nancial, and safety data to the FTA National Transit Database (NTD). Member agencies contribute to capital improvements within the Metrolink system and provide operating subsidies. Each member agency owns right-of- way within its respective county over which Metrolink commuter rail services operate, with the exception of rail lines owned by the freight railroads. Through joint use agreements, Metrolink operates over rights-of-way owned by the freight railroads BNSF Railway and Union Pacifi c Railroad (UPRR). These railroads also operate freight service on the lines owned by SCRRA members. The freight railroads provide track and right-of-way maintenance on the lines they own, and Metrolink provides these services through its contractor, VTMI, on the lines it owns. Local municipalities and jurisdictions, Caltrans, and some member agencies own and operate the Metrolink stations within their jurisdictions and provide infrastructure maintenance and security services. SCRRA maintains commuter-related equipment at stations (e.g., ticket vending machines and communications messaging systems). Amtrak long-distance trains and the state-sponsored Pacifi c Surfl iner intercity trains also serve some Metrolink stations on the Orange and Ventura County corridors. Through the Rail 2 Rail Program, Metrolink monthly pass holders may ride specifi ed Amtrak trains, and Amtrak Pacifi c Surfl iner monthly pass holders may ride any Metrolink train within the station pairs on their pass at no additional charge. The following table presents the ownership of Metrolink line segments. Line Owner (Segment) Antelope Valley Line • LA Metro Inland Empire-Orange County Line • BNSF Railway (Riverside to Atwood) • OCTA (Atwood to Orange) Orange County Line • BNSF Railway (Los Angeles to Fullerton) • OCTA (Fullerton to San Clemente) • North County Transit District (San Diego) Riverside Line* • BNSF Railway (Riverside Terminal Trackage)• UPRR (Line) San Bernardino Line • LA Metro (Los Angeles County)• SANBAG (San Bernardino County) Ventura County Line • LA Metro and UPRR (Los Angeles County)• VCTC and UPRR (Ventura County) 91/Perris Valley Line • BNSF Railway (to Riverside)• RCTC (Riverside to Perris) Oversight and Responsibili es

18 Contracting Commuter Rail Services, Volume 2: Commuter Rail System Profiles Notes for Matrix: 1. Metrolink operates in some corridors under joint use agreements with host railroads. Host railroads continue responsibility for maintenance of infrastructure. 2. Parsons/Wabtec Corporation was responsible for PTC implementation. Maintenance of the service is outsourced to MEC, the communication and signal maintenance contractor. 3. Station maintenance is provided by the city or town where the station is located. 4. The Los Angeles County Sheriff ’s Department Metrolink Bureau provides general system security service. RMI International, Inc., provides security guards. 5. While risk management is generally an internal function, Metrolink employs Marsh to assess insurance requirements. A—Agency; B—Host Railroads (RRs); C—Amtrak; D—Independent Contractors (RR or Non-RR) The matrix below illustrates the responsibility for major service functions for Metrolink. The capital letters A, B, C, and D represent the SCRRA in-house staff (Metrolink), the host railroads (BNSF Railway and UPRR), Amtrak, and the primary independent contractors (Bombardier, MEC, and VTMI), respectively. Contracted Service Matrix A B C D Train Operations Maintenance of Infrastructure (1) Maintenance of Equipment Specifi cally: Train Dispatching Services Train Operations Maintenance of Equipment Facilities Maintenance Maintenance of Way Provision of Electric Traction (na) Signals and Communication Positive Train Control (PTC) Maintenance (2) Station Operations and Maintenance (3) Non-revenue Equipment Provision Safety Management Security Services (4) Environmental Services Management/Oversight Services Materials Management Services Risk Management Assessment (5) Customer Service Functions Marketing Communications Ticketing/Sales Revenue Collection Information Technology Systems Accident/Fatality Investigations/Support Supplemental Work (na) Other (na)