METRAFACT BOOK

Norman Carlson, ChairmanJim Derwinski, CEO/Executive Director

2019

TABLE ofCONTENTSOverview 4

System Map 5

Ridership 6

By the Numbers 7

Benefits 8

Diversity 9

Mission, Vision and Strategic Goals 10

History 12

Metra Board of Directors 14

Operating Budget and Capital Program 15

2019 Funding Uses 16

Addressing Metra’s Capital Needs 17

How We Compare to Other Railroads 18

3

Metra is one of the largest and most complex commuter

rail systems in North America, serving Cook, DuPage,

Will, Lake, Kane and McHenry counties in northeastern

Illinois. The agency provides service to and from

downtown Chicago with 242 stations over 11 routes

totaling nearly 500 route miles and approximately 1,200

miles of track. Metra operates nearly 700 weekday trains,

providing nearly 290,000 passenger trips each weekday.

The Metra service area encompasses more than 3,700

square miles. Metra owns and operates four rail lines

(Rock Island, Metra Electric, Milwaukee District North and

Milwaukee District West). Three Metra lines are operated by

Metra employees over freight railroad-owned track through

trackage rights or lease agreements (Heritage Corridor, North

Central Service and SouthWest Service). Four additional

Metra lines are operated directly by freight railroads through

purchase-of-service agreements (BNSF, Union Pacific

North, Union Pacific Northwest and Union Pacific West).

4

OVERVIEW

* Source: Chicago Region Environmental and Transportation Efficiency Program

25 percent of all U.S. freight rail traffic travels through the Chicago region.*

25 percent of all U.S. freight rail traffic travels through the Chicago region.*

5

UP-N

UP-NW

UP-W

MD-N

MD-W

NCS

BNSF

ME

HC

SWS

RI

Winthrop Harbor

Zion

Waukegan

North Chicago

Great Lakes

Lake Bluff

Lake Forest

Fort SheridanHighwood

Highland Park

Braeside

Glencoe

Hubbard WoodsWinnetka

Indian Hill

Ravinia

KenilworthWilmette

Central St. (Evanston)

Davis St. (Evanston)

Main St. (Evanston)

Rogers Park

Ravenswood

Clybourn

CHICAGO

To Keno

sha

Fox Lake

Ingleside

Long LakeRound Lake

Grayslake

Libertyville

LakeForest

Deerfield

Lake CookRd.

Northbrook

Glenview

N. Glenview

Golf

Morton Grove

Edgebrook

Forest Glen

MayfairIrving Park

Western

GraylandHealy

Harvard

McHenry

Woodstock

Crystal Lake CaryPingree Rd.

Fox River Grove

Barrington

Palatine

Arlington ParkArlington Heights

Mt. ProspectCumberland Des Plaines

Dee Road

Norwood ParkGladstone Park

Jefferson Park

Big Timber

Elgin

National St.(Elgin) Ba

rtle

tt

Hano

ver P

ark

Scha

umbu

rg

Rose

lleM

edin

ah

Itasc

a

Woo

d Da

le

Bens

envil

le

Mann

heim

Fran

klin

Park

Rive

r Gro

ve

Elmwo

odPa

rkMo

nt C

lare

Mars

Gale

wood

Hans

on P

ark

Grand/Cicero

Edison ParkRosemont

Schiller ParkFranklin Park

Park Ridge

Elburn

Wes

t Chi

cago

Win

field

Whe

aton

Colle

ge A

ve.

Glen

Elly

n

Lom

bard

Villa

Par

k

Elm

hurs

t

Berk

eley

Bellw

ood

Melro

se Pa

rk

Mayw

ood

Rive

rFo

rest

Oak

Park

Kedz

ie

Aurora Rout

e 59

La F

ox

Gene

va

Nape

rvill

e

Lisl

e

Belm

ont

Mai

n St

.(D

owne

rs G

rove

)

(Dow

ners

Gro

ve)

Fairv

iew

Ave.

West

mon

tCl

aren

don

Hills

West

Hin

sdal

eHi

nsda

leHi

ghla

nds

West

ern S

pring

sSt

one

Ave.

Cong

ress

Park

Broo

kfiel

dHo

llywo

odRi

vers

ide

Harle

m A

ve.

Berw

ynLa

Verg

ne

Cice

ro

WesternHals

ted

Joliet

Lockport

Lemont

Willow Springs

Summit55th-56th-57th St.

Laraway Road(New Lenox)

Washington St.(Grayslake)

New Lenox

Manhattan

Mokena-Front St.Hickory Creek

Tinley Park/80th Ave.

Tinley Park179th St.(Orland Park)

Oak Forest

MidlothianRobbins

Vermont St. (Blue Island)Prairie

123rd St.119th St.115th St.111th St.107th St.103rd St.

99th St.95th St.91st St.

Brainerd

153rd St.(Orland Park)

143rd St.(Orland Park)

Palos Park

Palos Heights

Worth

Chicago Ridge

OakLawn

AshburnWrightwood

University Park

Richton ParkMatteson

211th St. (Lincoln Hwy.)Olympia Fields

Flossmoor

HomewoodCalumet

Hazel Crest

147th St. (Sibley Blvd.)Harvey

144th St. (Ivanhoe)

137th St. (Riverdale)

To S.Bend

Van BurenMuseum Campus/11th St.18th St.McCormick Place

27th St.

47th St.35th St./

“Lou” Jones53rd St.

83rd87th

91st St.95th St.

103rd St.107th St.

111th St. (Pullman)115th St. (Kensington)

59th63rd

75th79th

Gresham

95th St.

WashingtonHghts.

Stony Island

Bryn Mawr

South Shore

Windsor Park

79th St.83rd St.

87th St.93rd St.

Blue

Islan

dBu

rr Oa

kAs

hland

Ave

.Ra

cine A

ve.

W. Pu

llman

Stew

art R

idge

Stat

e St.

UP-N

MD-NUP-NW

LAKEMICHIGAN

MD-W

UP-W

BNSF

HC

RI

SWS

LAKEMcHENRY

COOK

DU PAGE

ILLINOIS / WISCONSIN STATE LINE

ILLI

NOIS

/ IN

DIAN

A ST

ATE

LINE

ME

SS

N

WILL

KANE

O'Hare Transfer

ProspectHeights

Wheeling

Buffalo Grove

Prairie ViewVernon Hills

Mundelein

Prairie CrossingPrairie Crossing

Round Lake Beach

Lake Villa

Antioch NCS

La G

rang

e Rd

.

Hegewisch

Romeoville

Union Pacific NorthChicago (Ogilvie Transportation Center) to Kenosha

Union Pacific NorthwestChicago (Ogilvie Transportation Center) to Harvard

Union Pacific WestChicago (Ogilvie Transportation Center) to Elburn

Milwaukee District NorthChicago (Union Station) to Fox Lake

Milwaukee District WestChicago (Union Station) to Elgin/Big Timber

North Central ServiceChicago (Union Station) to Antioch

BNSF RailwayChicago (Union Station) to Aurora

Metra ElectricChicago (Millennium Station) to University Park

Heritage CorridorChicago (Union Station) to Joliet

SouthWest ServiceChicago (Union Station) to Manhattan

Rock IslandChicago (LaSalle Street Station) to Joliet

SYSTEM MAP

Five Collar Counties Suburban Cook County

Chicago Outside the Region

40%

41%

17%

2%

Caucasian

Hispanic/Latino

Black/African-American

73%

6% 7%

13%

METRA RIDERSHIP by RESIDENCE

METRA RIDERSHIP by ETHNICITY

RIDERSHIP

Asian/Asian-Pacific

* Source: 2016 Metra Origin Destination Survey

* Source: 2014 Metra Customer Satisfaction Survey

**NOTE: Percentages may not total 100 due to rounding.

Nearly 50 percent of all work trips from the suburbs to downtown Chicago are made on Metra.

About 90 percent of all Metra trips are made commuting to work.

6

Nearly 50 percent of all work trips from the suburbs to downtown Chicago are made on Metra.

About 90 percent of all Metra trips are made commuting to work.

million passenger trips in 2018

weekday trains

Saturday trains

Sunday trains

train stations

miles of track

route miles

locomotives

76.1

242

1,155

488

164

690

854

186

24

90,626

565

12

260

173

847

diesel railcars

electric railcars

bridges

grade crossings

rail yards

parking spaces

fuel facilities

7

BY the NUMBERS

BENEFITS

8

• Every $1 invested in public transportation generates approximately $4 in economic returns.

• One person with a 20-mile round-trip commute who switches from driving to public transit can reduce his or her carbon emissions by 20 pounds a day or more than 4,800 pounds a year.

• Public transportation provides personal mobility and freedom for everyone, including people with disabilities and older adults.

• A study found that compared to drivers, public transportation users were:° 44 percent less likely to be overweight;° 27 percent less likely to have high blood pressure; and° 34 percent less likely to have diabetes.

402

Riding Metra saves the average commuter more than six days of travel time every year (that’s 12 hours a month) and nearly $2,000 a year, or $166 a month, compared to driving. Twenty-seven additional expressway lanes would have to be added to the existing expressway network to accommodate Metra riders.

Source: American Public Transportation Association

DIVERSITYMetra is committed to workforce diversity and inclusion in the employment process.

METRA’S WORKFORCE* DBE CONTRACTING DIVERSITY*

38%

21%19%

22%21%

44%

32%

<1%

Non-Minority WomenCaucasian

Asian Black/African-American Asian/Asian-Pacific

From 2015 to 2018, Metra committed $131 million in contracts to Disadvantaged Business Enterprise (DBE) firms. During that time, the value of contracts awarded to DBE firms increased by 41 percent.

Other

Hispanic/Latino Hispanic/Latino

9

*Data through Dec. 31, 2018

Black/African-American

2%

MISSION, VISION and STRATEGIC GOALS

As part of a regional transportation network, Metra provides safe, reliable, efficient commuter rail service that enhances the economic and environmental health of northeast Illinois.MISSION

10

VISIONTo be a world-class commuter rail agency linking communities throughout the region by:

• Providing the safest, most efficient and reliable service to our customers

• Sustaining our infrastructure for future generations

• Leading the industry in achieving continuous improvement, innovation and transparency

• Facilitating economic vitality throughout northeast Illinois

STRATEGICGOALS

Prioritize safety and security awareness

Invest in workforce

Ensure financial stability

Deliver quality customer service

Optimize capital assets

11

HISTORYThe Commuter Rail Service Board, newly created by the Illinois Legislature, meets for the first time.

The Commuter Rail Service Board adopts the word “Metra” as a service mark.

The first locomotive painted with Metra’s blue and orange colors makes its debut. It is named after Kane County.

Metra buys the Illinois Central Gulf’s electric commuter line between Chicago and University Park, with the two branch lines to Blue Island and South Chicago, for $28 million. It is renamed the Metra Electric. The ICG’s Joliet-to-Chicago route, part of the deal, is renamed the Heritage Corridor.

Metra completes the acquisition of the two Milwaukee lines from the Chicago, Milwaukee and St. Paul. The lines had been operated by the RTA and then Metra since 1982.

Service begins at the new Route 59 Station on the BNSF Line. That station is now by far Metra’s busiest.

Amtrak shows off the $32 million renovation of Chicago Union Station.

Metra completes the $75 million renovation of the Rock Island Line’s LaSalle Street Station.

Metra announces that it will assume control of the commuter operations on the Norfolk Southern tracks and rename the line the SouthWest Service.

The SouthWest Service is extended from 153rd Street to 179th Street.

Union Pacific Railroad completes the purchase of the Chicago & North Western and assumes control of its three commuter lines in Chicago.

Metra launches the North Central Service, the first new commuter route in Chicago in more than 70 years.

A year after completing a major $141 million rehab of the Union Pacific terminal, the facility is renamed the Ogilvie Transportation Center after the former Illinois governor.

June 8, 1984:

July 12, 1985:

Aug. 1, 1985:

May 1, 1987:

Sept. 3, 1987:

July 16, 1989:

Oct. 24, 1991:

April 1992:

May 28, 1993:

December 1994: April 1995:

Aug. 18, 1996:

Oct. 15, 1997:

12

HISTORYMetra approves a $400 million order to buy 300 cars from Nippon Sharyo, the largest procurement of railcars in Metra history.

Metra approves a $79.4 million order for 27 new MP36-3S locomotives from Motive Power Industries.

Metra shows off a rehabbed Millennium Station.

Metra opens an extension of the UP West Line to La Fox and Elburn. A week later, Metra opens four new stations and expands service on the North Central Service Line. On the same day, it expands service on the SouthWest Service Line and opens an extension to Manhattan.

Metra provides a record 86.8 million passenger trips in 2008. It remains Metra’s record year.

MetraMarket opens at the Ogilvie Transportation Center.

Metra approves a $585 million order to buy 160 new Highliner cars for the Metra Electric Line from Nippon Sharyo. Nippon Sharyo builds a factory in Rochelle, Ill., to build the cars.

Metra celebrates the opening of the $142 million Englewood flyover, a major railroad bridge that eliminated a significant source of train delays on the South Side of Chicago.

Metra, CTA and Pace launch the new Ventra App, which allows Metra riders to buy and display Metra mobile tickets with their smartphones using a credit or debit card or Ventra account.

Metra receives the final two cars of its 160-car order for the Metra Electric Line, completing a 2010 purchase to outfit the line with a completely new and modern fleet.

The BNSF Line to Aurora starts operating revenue service trains with Positive Train Control (PTC), making it the first of Metra’s 11 lines to fully implement the new federally mandated safety system. The rest of the system is expected to have PTC implemented by the end of 2020.

Dec. 13, 2000:

Jan. 12, 2001:

Dec. 5, 2004:

Jan. 23, 2006:

December 2008:

Dec. 3, 2009:

August 2010:

Oct. 23, 2014:

Nov. 19, 2015:

Aug. 25, 2016:

June 2018:

13

ROMAYNE C. BROWNVICE CHAIRMAN

JOHN PLANTETREASURER

RODNEY S. CRAIGSECRETARY

CORY L. THAMESDIRECTOR

STEVEN K. MESSERLIDIRECTOR

JOHN P. ZEDIKERDIRECTOR

DON A. DE GRAFFDIRECTOR

KEN KOEHLERDIRECTOR

STEPHEN PALMERDIRECTOR

TIM BALDERMANNDIRECTOR

METRA BOARD of DIRECTORS

14

NORMAN CARLSONCHAIRMAN

$3644163.1

37.61.5

$822.2

OPERATING BUDGET and CAPITAL PROGRAMFor 2019, Metra’s total budget is $1.1 billion, with $822.2 million for operations and $316.3 million for capital. Metra covers nearly half of its operating budget with fare and other system-generated revenue, with the rest primarily coming from a

regional transportation sales tax and a partial state match. For its capital budget, Metra relies on federal, state and local funding (including bond programs), and some fare revenue.

$364

$1.5

$416

$3.1

2019 FUNDING SOURCES

Federal Formula FundingFederal CRISI PTC Discretionary GrantIllinois Department of Transportation BondsCook County Motor Fuel Tax FundsIllinois EPA VW Settlement FundsRTA Innovation, Coordination and EnhancementRTA Capital Bond Funds (prior year) Metra 2019 Farebox RevenuesMetra Retained EarningsRTA ICE (prior years)Metra Farebox Capital (prior year)TOTAL

$173.6

2019 OPERATING FUNDS 2019 CAPITAL FUNDS*

($ MILLIONS)($ MILLIONS)

Fare RevenueSales TaxesReduced Fare Subsidy Capital Credits, Leases, etc.Transportation Security Grant TOTAL

$173.62

35.09

145

427

22.5.9

14.2$316.3

$37.6

*As of April 17, 2019

$35

$22.5

$14.2

$42

$7 $5 $2 $.9

$14

$.09

Nearly 50 percent of Metra’s operating costs are funded by fares and other system-generated revenue.

Nearly 50 percent of Metra’s operating costs are funded by fares and other system-generated revenue.

15****Amounts may not total due to rounding.

2019 OPERATING BUDGET 2019 CAPITAL BUDGET*

$126.8

$59

$49.1

$38.1

$34.5

($ MILLIONS) ($ MILLIONS)

$283.8

$157.3

$190.4

$15.6

$107.1

$62.5

$5.5

TransportationEngineeringMechanicalAdministrationDiesel fuelMetra Electric electricityClaims and insuranceTOTAL

Rolling stockPTC, communications technology, signals and systemsTrack, bridges and other infrastructureRail yards, facilities and equipment Train stations and parkingOther capital support activitiesTOTAL

2019 FUNDING USES

$283.8157.3190.4107.162.5

5.5 15.6

$822.2

$126.8 38.1

5934.549.18.8

$316.3

$8.8

*As of April 17, 2019

16

The Illinois Legislature this year approved the first new statewide infrastructure program since 2009, and Metra expects its share of funding from the program to total about $1.5 billion over the next six years. Metra is particularly pleased that the funding includes an annual, stable and sustainable allotment of capital funding as well as a significant additional amount from a bond program. We will use this new funding to begin to tackle our biggest capital priorities, including locomotives, railcars, stations and bridges. We also will be looking to invest in projects that could help us grow our ridership. While Metra still could use additional capital funding, we are grateful for Springfield’s assistance and its recognition of the important role that transit plays in the Illinois economy and environment.

17

ADDRESSING METRA’S CAPITAL NEEDS

0

5

10

15

20

25

30

0.0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

HOW WE COMPARE to OTHER RAILROADS

PEERAVERAGE

$0.53

OPERATING COST PER PASSENGER MILE

$0.45 $0.47 $0.47 $0.54 $0.57 $0.63

AVERAGE AGE OF FLEET (YEARS)

PEERAVERAGE

20.5

15.7 15.7 18.6 23.1 25.0 29.3

18

Metra Metro-North Railroad

New Jersey Transit

Massachusetts Bay Transit Authority

Long Island Rail Road

Southeastern Pennsylvania

Transit Authority

Long Island Rail Road

Metro-North Railroad

New Jersey Transit

Massachusetts Bay Transit Authority

Metra Southeastern Pennsylvania

Transit Authority

* 2017 National Transit Database * 2017 National Transit Database

Metra Fare CPI Adjusted Metra Fare Average Peer Fare

METRA ON-TIME PERFORMANCE vs. PEERS

METRA vs. PEER AGENCY PEAK ONE-WAY FARES*

0 10 20 30 40 50 60 70 80 90 100

2018 Q4

Dec 2018

Nov 2018

Oct 2018

MONTH

METRA ONE-WAY FARES* vs. CPI and PEERS

* Zone E Average

Metra ** Long Island Metro-North2018 Rail Road RailroadNew Jersey Southeastern Massachusetts Transit Pennsylvania Bay Transit Transit Authority Authority

* All 2018; values are not adjusted for cost of living and do not include discounted off-peak or intermediate fares offered by peers but not Metra.** Metra Zones K-M consolidated into Zone J under Fare Pilot Program, effective July 15, 2018.

1983

1986

1989

1992

1995

1998

2001

2004

2007

2010

2013

2016

$11.00

$10.00

$9.00

$8.00

$7.00

$6.00

$5.00

$4.00

$3.00

$2.00

$24

$22

$20

$18

$16

$14

$12

$10

$8

$6

$4

$2

$0A B C D E F G H I J K L M

Zone

Metra Long Island Metro-North Rail Road Railroad

New JerseyTransit

SoutheasternPennsylvaniaTransit Authority

Average Peer Fare includes MBTA (Boston), LIRR & Metro-North Railroad (New York), New Jersey Transit (New Jersey), and SEPTA (Philadelphia), CPI data U.S. Burea of Labor Statistics. Data not available for all peers in all years. Consumer Price Index (CPI) and Peer Fares collected from June of each year.

19

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