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Page 24
THE INTEGRATED FARE SYSTEM 
by Francesc X. Ventura
director-general of the metropolitan transport authority
The Metropolitan Transport Authority (MTA) was set up five years ago
as a coordinating body of collective public transport in the Metropolitan
Region of Barcelona. This consortium is composed of the Generalitat (government)
of Catalonia, Barcelona City Council and the Metropolitan Transport Entity
(a sectoral local government body responsible for transport in Barcelona
and its nearby conurbation). Its aim is to improve public mobility by
creating an integrated collective public transport system.
This integral approach can only be achieved through the joint action of
the authorities and the competent bodies in such closely related areas
as planning of infrastructures, coordination of services and establishing
a common fare framework for all transport operating companies.
The introduction of the new fare system based on a single fare is the
most direct exemplification of this unity of the network. Users can now
make any journey on public transport without being penalised for changing
from one mode to another.
The authorities and the MTA conceived this major project in response to
a deep-rooted demand by the public, who now perceive that the effort made
to improve collective public transport is beginning to show tangible results.
The new system has also made it possible to increase the use of public
transport by gaining new users and by increasing the number of journeys
made by more loyal users. This has been quantitatively demonstrated since
the first year of its application.
Criteria of the integrated fare model
When it is decided to establish a single fare model such as the one used
in Barcelona, several aspects must be taken into account. The adaptation
of the system to the mobility habits of the citizens of the Metropolitan
Region of Barcelona and to current technology are undoubtedly essential
starting points.
The area in which the fare system has been introduced, including the whole
Metropolitan Region of Barcelona as far as the limits of the local railway
network, covers a total of 200 municipalities and over four and a half
million inhabitants. The public transport network that stretches over
this area is run by a total of 41 operators (3 railway operators and 38
bus operators), which are progressively joining the system: today there
are 36 integrated operators, including all the railways.
Zoning
This area has been divided into a set of zones in order to define fares
according to the points of departure and arrival of the journeys.
The basic principles of the zoning are the following:
o Division of the area into six concentric rings defined according to
the distance in kilometres, Ring 1 being that formed by Barcelona and
the seventeen other municipalities belonging to the Metropolitan Transport
Entity.
o Definition of eight radial sectors, based on the priority corridors
of mobility in the metropolitan region, according to the studies of the
Diagnosis and Guidelines of the Master Plan of Infrastructures and of
the Transport Services Plan .
o The intersection of rings and sectors forms what is called a fare zone.
The area is thus divided into six rings and 33 sectors. It was attempted
to avoid dividing the areas of direct influence of the county capitals
and polarities (Granollers, Sant Celoni, Mataró, etc.) into different
zones. It was also attempted to avoid separating municipalities into different
zones, with the exception of Sitges because of the length of its municipal
district.
The fares are calculated on the basis of this zoning. They are established
according to the number of zones crossed on a journey, with a maximum
of six zones. There are some particularities in this general criterion,
such as the fact that the fare applied between contiguous stations or
municipalities in the case of railways -or between municipalities in the
case of buses- is the same as the fare applied to a zone, even if they
belong to different fare zones.
The range of tickets
In the definition of the range of tickets, the following criteria were
taken into account:
o All transport tickets (whether integrated or single-mode) form part
of the system, and the MTA establishes the fares. The integrated tickets
are the property of the MTA.
o The range of tickets must be simple and small: integrated transport
tickets must be valid for all the modes and operators and transfers must
be totally unpenalised.
o The range of tickets must correspond to the existing patterns of mobility,
and be segmented according to their level of use.
o The system must have a suitable level of financial cover.
However, in order to define this new zonal structure, the range of integrated
tickets and their prices, the systems used by the different operating
companies for selling and checking the tickets must be adapted to make
them compatible.
The technology that was used
The technology used for the tickets is the basic technical characteristic
of the system, because it provides the essential information for distribution
of income or for statistical processing of the demand of the different
operators. In the system applied in Barcelona, it was decided to introduce
magnetic technology in the new tickets. This decision was reached because
the main operators (FGC, TMB and Renfe) and some private bus operators
already had this type of system installed in their networks, with highly
satisfactory results.
The efficiency of this type of system is therefore clear, but the application
of new technologies (electronic systems) in the future must not be ruled
out. When this happens, the two technologies will have to operate at the
same time, because all the machines already installed by the different
operators must be adapted, and particularly because for a long time there
will be users who will require regular journey tickets for which electronic
cards are not suitable.
The main technological characteristics of the system introduced in Barcelona
can be summarised as follows:
o It allows passengers to travel with different companies and modes of
transport using only one ticket and paying only once per journey, i.e.
transfers are unpenalised.
o It allows a wide range of tickets to be offered.
o It is an open and evolutive system: the operators may be integrated
in stages (as has in fact happened); new tickets can be incorporated and
the services offered can be adapted to the needs of the users.
o The information gathered is sufficient to distribute income between
the different operators, but it also serves as a reference for introducing
improvements in the planning and organisation of the services.
o A bit is incorporated in the tickets to monitor the multi-modal chains.
o The system allows integrated tickets to be used alongside single-mode
ones.
Perception of the system by the public and internal functioning
In a project of this type, which involves many bodies, companies and administrations
and ultimately benefits the public, two aspects must be taken into account:
the internal functioning of the system, and the result perceived by the
public.
Citizens perceive the fare system through three main channels: the range
of tickets, the sales and distribution channels and the operators in which
they can be used.
The range of integrated tickets
In 2001 four integrated transport tickets were available to the public:
T-10, T-50/30, T-Día and T-Mes. All of them were valid from one
to six zones, except T-Mes, which was initially for only one zone. This
year its use has been extended to six zones. Another novelty in 2002 has
been the introduction of three new tickets: T-Familiar, T-Jove and T-Trimestre.
The characteristics of each one are listed below:
o T-10: A multi-journey card intended for citizens who do not use public
transport habitually. It can be used for ten integrated journeys in the
zones for which it is purchased and in all modes of transport. It may
be used by more than one person at the same time.
o T-50/30: A single-person multi-journey card that can be used for fifty
integrated journeys in the zones for which it is purchased and in all
the modes of transport for thirty consecutive days from the first date
of validation.
o T-Familiar: A multi-person, multi-journey card that can be used for
seventy integrated journeys on thirty consecutive days after the first
date of validation. This card is intended for families or groups who travel
a lot, whether together or individually.
o T-Mes: A ticket that can be used for an unlimited number of journeys
on thirty consecutive days. This is a personal ticket that is confirmed
by the identity card or the certifying cards of the operators.
o T-Dia: A single-person ticket that can be used for an unlimited number
of journeys during one day, from the first validation to the end of the
service. This is intended for persons who visit our region for a short
period of time, for work or leisure.
o T-Jove: A ticket that can be used for an unlimited number of journeys
in any mode of transport for ninety consecutive days from the first date
of validation. This is a personal ticket confirmed by identity card or
by the certifying cards of the operators. It is intended for persons under
the age of 21 who use public transport often and continuously.
o T-Trimestre: A ticket that can be used for an unlimited number of journeys
in any mode of transport on ninety consecutive days from the first date
of validation. This is a personal ticket that is confirmed by the identity
card or by the certifying cards of the operators.
With all tickets passengers can make up to three transfers within a period
of one hour fifteen minutes in the case of one-zone tickets, and fifteen
minutes more for each additional zone.
The prices approved by the Board of Directors of the MTA for the 2002
(in euros) are the following. (Refer
to page no. 28)
This fare system is aimed at creating loyalty in users through a reduction
in price according to the amount of use and the distance of the journey.
However, it was also designed to ensure a suitable financial cover, without
requiring an excessive subsidy of the transport systems by the authorities.
The policy is therefore one of not reducing fares drastically and maintaining
the coverage of the cost of providing the service through the income obtained
by the operating companies.
Considering the current pricing structure and the journeys assigned to
each integrated ticket, one can determine the discounts obtained with
all of them in relation to the reference price of the single ticket for
each zone. In some cases, such as the T-Jove for six zones, the discount
is over 95%. As a reference, the following table shows the discounts for
tickets of one zone. (Refer
to page no. 28)
The new integrated tickets (whether multi-journey or season tickets) are
a basic feature of the system aimed at modifying the fare structure by
using the technology defined in the previous section. This makes it possible
to offer a ticket for each potential population segment of public transport
users, such as the new T-Trimestre for loyal passengers. However, it is
not intended that all journeys on public transport be made with integrated
tickets. They must be complementary with other tickets, such as the single
ticket (for occasional users) or other single-mode tickets according to
areas.
The network of ticket distribution and sales
Traditionally users purchased transport tickets when they arrived at the
network, at the ticket offices of the railway stations or on board the
buses. There were also some sporadic sales points outside the network,
but they were mainly located in the central zone of Barcelona.
It is important for the users to disconnect the action of travelling on
public transport from that of purchasing the transport ticket, because
the choice of the mode of travel will thus not depend so greatly on the
purchase of the ticket. It has been found that the fact that one has already
purchased the ticket has a psychological effect in stimulating the use
of public transport in preference to private vehicles.
It is therefore proposed to extend the network of sales points -especially
outside the central zone where there are already many stations- by selling
tickets at local sales points where the public make their daily commercial
transactions.
The new logistics of supply and sales of integrated tickets has provided
better access of users to transport tickets, which can now be purchased
in a wide sales network covering the whole Metropolitan Region of Barcelona.
Specifically, integrated tickets can be purchased at:
o All stations of the rail and bus operators
o The customer service centres of the different transport companies
o Several banks such as Caixa de Catalunya (which has 275 offices selling
integrated tickets) and Banco de Santander, and over 750 ServiCaixa machines
covering the whole metropolitan region.
o Almost 800 tobacconists, 900 newsagents and different football pools
sales points, all of which are places visited regularly by the public.
The key point of the fare system: the participation of the operators
The operators that have joined the integrated fare system have done so
voluntarily through adhesion agreements, without breaking the existing
institutional and franchise relations with the authorities under which
they operate. The aim has always been to increase the number of passengers
in the metropolitan collective public transport system.
Where necessary, two fare options have been established, as in RENFE local
lines, which conserves its own structure for its own tickets. In these
cases the users may choose between integrated tickets or the tickets of
the operator, according to whether or not they need to transfer to other
modes. They therefore have even more options for choosing the most suitable
and economic ticket.
The introduction or adaptation of the validation systems and vending machines
of each operator has involved a major process of certification and homologation.
It is essential for all machines to be compatible for the transfer and
processing of the information they generate, which forms the basis for
the distribution of income from ticket sales.
Internal functioning: the governing bodies of the fare system
The MTA has defined a common protocol of communication that has been accepted
by all the parties involved. According to this protocol, the results of
sales, validation and exchanges are transferred electronically from the
different operators and external sales points. This information is transferred
directly to the Fare Integration Administration System, which processes
the information received in order to carry out the following (among other
tasks):
o To distribute income from sales of integrated tickets between the different
transport operators.
o To pay the distribution outlets their commission for ticket sales.
o To obtain basic information and statistics that can be used in studies
of demand or to calculate rises in the fares.
o To defined and establish the parameters of new integrated tickets and
their prices.
The fact that integrated tickets sold by one operator and/or external
outlet may be used in any mode of transport, including transfer, means
that all the information received from the system must be managed centrally,
but with the direct participation of those involved. This led to the creation
of the Chamber of Compensation and Distribution of Income and the Fare
Integration Monitoring Committee.
The former distributes income from the sales of integrated tickets to
the different operators each month. This distribution is made according
to a rule of distribution that takes into account the net fares charged
and the modal chain of each journey, obtained from the algorithm called
the intermodality index. In order to obtain this algorithm, the bit was
incorporated in the tickets. As its name suggests, this monitors the use
of each registered ticket and determines its use. For the purpose of comparing
the results obtained from the bit with other methods for assessing the
use of tickets in each mode of transport, continuous surveys are simultaneously
made in the networks and lines of the integrated operators.
In order to guarantee the correct functioning of the Chamber and as a
technical support for the monitoring of fare integration, a Monitoring
Committee composed of the authorities and operators was set up. It holds
monthly meetings to deal with specific topics such as the adhesion agreements,
the establishment of services and prices of tickets in future financial
years, the range of tickets offered, aspects of information and communication,
assessing the efficiency with which income is distributed, approving the
costs generated by the operators, and introducing and applying the mechanisms
for managing the integrated fare system.
These bodies for controlling and monitoring the fare system are, as has
been seen, completely necessary in order to ensure security and reliability
in the essential tasks, though these tasks are not directly perceived
by the public.
The communications plan of the system
The introduction of Fare Integration has involved the need to notify the
public of the changes that have taken place in the transport system. It
is essential to facilitate the understanding of the basic principles of
this new system and to publicise the range of integrated tickets so that
public transport users can adapt easily to this new fare structure.
With this aim, in the first few months of 2001 a major campaign of communication
and information was organised under the slogan "Move freely".
Information was given on the operators that accepted the new tickets,
and the public transport network was presented as a single, general and
integrated system coordinated by the MTA.
At the end of the year a second, more specific campaign was organised
to communicate the new features of the fare system coinciding with the
introduction of the euro.
In the first four months of this year a new campaign was organised to
communicate the existence of new tickets and to stimulate the widespread
use of public transport by specific groups such as the young.
These campaigns were complemented with the information that the operators
offer to users of their services, the information centres of the Generalitat
of Catalonia and Barcelona City Council, and direct queries that can be
made to the MTA by telephone or Internet. All of these services give the
users direct advice on the ticket that is best suited to their mobility
needs and the number of zones that they need to buy it for.
The first year of fare integration: assessment of the results
Actions such as the introduction of the integrated fare system in the
Metropolitan Region of Barcelona improve the public's image of public
transport and promote its use. This is confirmed by the good results obtained
during this first year.
755.4 million journeys were made on public transport in 2001, through
both integrated tickets and single-mode tickets. The existence of validation
machines in most operators, particularly the integrated ones, made it
possible to determine the number of journeys from the validations. This
involved a change from the previous system, which calculated by sales
of tickets, assigning a number of journeys to each ticket sold regardless
of the real consumption.
The transformation of tickets sold into journeys in order to compare their
evolution in recent years gives a figure of 800.3 million journeys, 6.9%
more than in 2000; the most important fact, however, is that this increase
has varied by 135% in the last year.
(Refer to page no. 30)
In the Fare System project, the number of journeys was expected to increase
by 58.2 million, whereas in fact the increase was 51.8 million. The degree
of fulfilment was thus 89%, which is extremely high considering that the
different operators have joined the new fare system progressively, culminating
in the first few months of 2002 with the incorporation of all the services
of RENFE local lines, the last interurban buses and many of the urban
services.
The percentage of use of the integrated tickets, i.e. the proportion of
all journeys made with integrated tickets, was 60%. The ten-journey card
is still the most common one among public transport users. However, there
has been a great change in its rate of use during the last three years,
from 64% in 1998 to 44% this year.
This is a clear demonstration of how the tickets are adapted to the needs
of the users: population segments that formerly used the ten-journey card
because they were loyal and frequent travellers on public transport are
now tending to buy tickets that offer economic benefits adapted to their
mobility characteristics, such as T-50/30 or T-Mes. (Refer
to page no. 31)
Almost 203.93 M euros was obtained from the sales of integrated tickets.
This figure represents more than half the income from the whole collective
public transport system, which was 397.173 M euros, and shows an increase
of 3.4% over 2000.
The new fare integration system has met with great satisfaction among
the users, and in its first year it has also led to a considerable increase
in intermodality, from 8.3% in 2000 to 18.7% in 2001. For integrated tickets,
the proportion is about 30%, i.e. three out of every ten journeys with
integrated tickets are made with more than one mode of transport.
Conclusions
In just over a year since the Integrated Fare System was introduced, the
excellent results show that the new system has been consolidated. There
are, however, some more complex aspects that for the time being have not
been fully resolved.
Work is currently being done in the following areas: greater automation
in data transmission to the fare integration administration system in
order to make it as reliable and accurate as possible; coordination of
all the administrations and operators in order to establish measures to
avoid fraud in public transport; and improvement of the transmission of
information on the intermodal chains from the bits incorporated in the
tickets.
The next step will be the introduction of electronic technology in transport
tickets to make the validation process faster for the users and to obtain
more information on the mobility habits of the public, in order to identify
their needs more accurately.
With this aim, work is being done in all the areas related to public transport.
It is being promoted through policies such as fare integration, offering
further services and extending the networks, in order to achieve an efficient
public transport system that meets with a high degree of customer satisfaction.
The results of the first year of fare integration, together with the increase
in the offer of public transport that will be brought about by the actions
laid down in the recently approved Master Plan of Infrastructures 2001-2010
and those proposed in the Transport Services Plan, suggest that if there
are no structural changes in mobility habits or serious economic crises,
in five years we may reach almost one thousand million journeys in the
collective public transport network of the Metropolitan Region of Barcelona.
Page 32
The MPI 2001-2010, a consensus-based response to the infrastructure
needs of PUBLIC TRANSPORT 
by Jordi Prat technical director of the metropolitan transport authority
One of the responsibilities of the Metropolitan Transport Authority (MTA),
as the coordinating body of collective public transport (CPT) in the Metropolitan
Region of Barcelona, is the planning and programming of infrastructures.
This responsibility led to the drafting of the Master Plan of Collective
Public Transport Infrastructures 2001-2010 (MPI), which deals with the
infrastructure needs in this area in the short and medium term. The definitive
version of this plan was approved on 25 April 2002 by the Executive Board
of the MTA. This article describes the main objectives and characteristics
of the plan, and how it was drafted; it then presents a general diagnosis
of the metropolitan transport system, followed by the guidelines of the
new Plan, with the programmes of action of the MPI and the provisions
for funding. The article ends with a few final comments.
The role, objectives and characteristics of the MPI
To fulfil its basic function of coordinating collective public transport
in the Metropolitan Region of Barcelona (RMB), the MTA is currently drafting
or preparing four types of instruments:
o Planning and programming of infrastructures: the Master Plan of Infrastructures
2001-2010.
o Planning and coordination of services: the Plan of Collective Public
Transport Services (currently being drafted; the first version is planned
for July 2002).
o Definition and coordination of fares: the Fares Integration Plan (which
has been introduced progressively since January 2001).
o Management of mobility: the Metropolitan Mobility Plan (in preparation).
Within this set of instruments of transport policy, the MPI 2001-2010
is the result of a consensus among the authorities responsible for transport
in order to respond to the infrastructure needs of public transport in
the Metropolitan Region of Barcelona in the short and medium term. This
diagnosis of the problems and the proposal of programmes of action to
respond to them are based on the desire for consensus among the authorities
that form part of the MTA. Within its period of validity the MPI thus
aims to reflect the main actions presented by these authorities, within
a long-term vision of transport networks based on the available resources.
The objectives of the Master Plan of Collective Public Transport Infrastructures
2001-2010 are the following:
o To significantly increase the number of journeys in CPT and to increase
the use of public transport in comparison with that of private vehicles
in all areas of the MRB (within the central city, in access to the city,
in connections between the metropolitan polarities, etc.) through a policy
of large volume supply.
o To ensure that the availability of CPT with a fixed infrastructure is
not a limiting factor to the functioning of the metropolitan area, to
the introduction of activities in the MRB or to the international competitiveness
of Barcelona.
o To guarantee the highest economic and social efficacy of public investments
in the metropolitan transport system by means of integral planning and
by adapting the modes of transport to the foreseen demand.
o To undertake a series of shock actions that indicate the clear intention
of the administrations to promote public transport in the metropolitan
region.
The MPI 2001-2010 has a series of basic characteristics :
a) In accordance with its name, it is a plan of infrastructures of collective
public transport, and therefore mainly deals with railways (though the
large infrastructures associated with road passenger transport such as
bus stations and dissuasive parking are also included). Therefore, due
to the large capacity of railway infrastructures, the MPI focuses on meeting
the need for high volume daily mobility.
b) As stated at the beginning of this point, the MPI 2001-2010 will be
complemented with the Services Plan, which will establish the characteristics
(frequency, timetables, itinerary, etc.) of the CPT service offered by
each mode of transport and, particularly in the case of interurban buses,
their coordination with the rail services and their adaptation to mobility
flows of a lower volume.
c) The MPI is an integral plan, in the sense that both in the diagnosis
of the problems and in the actions proposed (in this case only partially)
it considers all the existing and planned rail networks in the metropolitan
region (Metro, FGC, state railways, high-speed train), and even introduces
a new one: the tram. However it is also an integrating plan that fosters
the physical integration of the different networks of CPT with each other
and with private vehicles through the creation of new interchangers and
the improvement of the existing ones.
d) The MPI treats the whole MRB with the same general criteria in proposing
CPT for the mobility flows, but the situation across the region varies
greatly. Because of the difference in housing density and activity between
the central agglomeration and the rest of the region, the proposals of
the Plan are concentrated in the central area of the MRB, where the mobility
flows are greater.
e) The MPI was conceived as a flexible, sliding Plan to be developed in
five-year programmes that form the basis of the funding agreements between
the Generalitat and the General State Administration. It will be monitored
on two time scales by means of:
o An annual report indicating the degree of completion of the actions
laid down in the MPI and contrasting them with the evolution of the population
and of private vehicle/public transport mobility in the different geographic
areas.
o A five-yearly review of fulfilment of the programme of actions and of
the forecasts of residential location, activity and large centres of attraction/generation
of journeys and the mobility that they generate. This will be used to
define the new five-year programme, including any new infrastructures
that are considered necessary.
The drafting of the plan
The process designed for drafting the plan, which is shown in the attached
chart, was divided into four sequential stages:
a) Gathering and processing information. The earlier figures and the basic
information from the administrations and operators were used to obtain
an initial overview of the state of the metropolitan CPT system.
b) Drafting the Diagnosis of the system and guidelines for the MPI, a
document which was informed and approved by the authorities and operators.
c) Gathering proposals of action in infrastructures and priorities by
means of the Methodology of assessment of investments in collective public
transport, which was also informed and approved.
d) The drafting of the proposal for the MPI, incorporating the Diagnosis
and the revised Guidelines, the programmes of action and the corresponding
economic and financial study.
The proposal for the MPI was initially approved by the Executive Board
of the MTA on 14 May 2001. During the period of public and institutional
information, 88 allegations were presented. These were assessed and a
proposal of modifications and incorporations to the MPI was initially
approved. The definitive version of the MPI 2001-2010, with these corrections
and modifications, was approved on 25 April of this year.
General diagnosis
From the analysis of the metropolitan regional framework, the demographic
and socio-economic situation, current mobility, forecasts of mobility
in 2010, and a comparison with the current public transport services,
the MPI established a general diagnosis of the situation and the perspectives
of the metropolitan public transport system. It showed the following characteristics:
Expansion of the population over the region and sustained growth of metropolitan
public transport system. It showed the following characteristics:
Expansion of the population over the region and sustained growth of metropolitan
mobility
In 1999, the Metropolitan Region of Barcelona had 4,301,721 inhabitants,
0.88% more than in 1991. In 1996 it had 1,525,090 jobs, 3.9% fewer than
in 1991. At present, the economy is in a phase of expansion and the highest
employment rates for many years are being reached.
The population has started a process of regional expansion. The metropolitan
centre is extending its influence over an increasingly large area, in
which the growth in land occupation is far higher than the increase in
population.
The location of jobs and services has not gone hand in hand with this
residential expansion, which explains the sustained increase in mobility.
This mobility clearly adopts a converging radial structure, in which for
journeys to work the city of Barcelona has a capacity of attraction that
is more than twice as high as its capacity of generation.
Motorisation has increased at a rate of 2.8% per year, and in 1998 it
reached 425 cars per 1,000 inhabitants, with significant peaks in certain
zones. Furthermore, construction is increasing at a rate of 22,500 new
dwellings per year. The urban growth has been mainly in the outer zone
of the agglomeration, and in particular in the second ring.
Linked to this phenomenon, there has been an overall increase in the mobility
of the population. Though in the intramunicipal area it has fallen, in
the intermunicipal area it increased by 16.1% between 1991 and 1996. As
in the great majority of European metropolitan areas, the average number
of journeys made by each person per day is increasing. Alongside the stabilisation
of the volume of forced mobility, there has been an increase in the number
of journeys for other purposes.
An important role in this increase in mobility has been played by the
evolution of behaviour patterns: the increase in free time at weekends
and holiday periods, the extension of the working timetable, the increase
in multiple jobholding, etc.
Furthermore, there has been an obvious decentralisation of economic activity,
especially industry. However, Barcelona and its more immediate area of
influence still have a far higher capacity to attract business than housing,
and Barcelona and its immediate area increasingly form the main service
centre not only of the MRB, but of the whole of Catalonia.
The consequence of this has been not only an increase in the number of
journeys between municipalities, but an increase in the length of journeys.
The population is being distributed at an increasing distance from the
centre.
The future development of mobility seems to lead towards a reinforcement
of radial journeys, continuing with the current trend of development of
the outer strip of the agglomeration and the second ring, and also towards
an increase in the decentralisation of work, which would lead to an increase
in flows of attraction towards this second ring. Perimetral mobility is
also growing, but is still relatively less important.
Private vehicles and public transport: an unequal evolution that varies
according to the area
The driving force of the redistribution of the population over the region
has been the private vehicle. Despite the increase in demand for public
transport, it has considerably increased its market share as a mode of
transport. Whereas the number of intermunicipal journeys for reasons of
work on public transport has increased by a third in the last fifteen
years, the number of similar journeys in private vehicles has almost tripled.
In this period, the number of intermunicipal journeys on public transport
has fallen from 50.2% of the total in 1981 to only 27.3% in 1996.
The regional redistribution of the population and jobs in the Metropolitan
Region of Barcelona has had a dual effect:
1. It has reinforced the second ring and the secondary poles. There is
a tendency towards a multipolar urban mesh, which will provide a greater
integration of the region and a better distribution of metropolitan services.
2. The increasingly diffuse urban development makes it difficult to provide
services to the public, including public transport.
A factor that contributes to this difficulty of covering the region is
the fact that the different means of collective public transport in the
Metropolitan Region of Barcelona do not function fully as a single system,
because of the heterogeneity of the operators (public companies and private
operators, and among the latter various types ranging from firms with
guaranteed deficits to ones that are complete capital ventures) and the
differences in the volume of business, whether measured in number of passengers
or in income.
However, more important still than the heterogeneity of the operators
is the insufficient integration of the different modes. Firstly, there
is a lack of physical integration, because the number of points of correspondence
between different modes is insufficient, and also because interchange
is penalised in many cases due to the length of the corridors, stairs
without escalators, lack of information, etc. Secondly, the services are
not sufficiently integrated due to lack of coordination of timetables.
Finally, the operators of municipal CPT services do not have a single
corporate image. All of this has been compensated by fare integration.
The progressive application of the new integrated fare system, especially
as of 2001 with the incorporation of all the interurban operators (RENFE
local lines, road transport companies) and many of the urban operators
of the towns in the second ring, has resolved these shortcomings.
The rail infrastructures offer a capacity that can be considered sufficient
in general, but there are some very serious bottlenecks due to overlapping
of services of different types on the same infrastructure, such as the
Sants tunnel and Plaça Catalunya (RENFE), the tunnel of Carrer
Balmes (FGC) and the section from Sants to Castelldefels (RENFE).
The road network, which is the major infrastructure of surface CPT, is
saturated in rush hours and does not allow competitive commercial speeds,
especially on the routes into the central agglomeration.
Finally, potential access to public transport in the different metropolitan
areas is unequal. There are considerable differences in the regional cover
of the rail and road modes (the latter are more extensive), in the volume
of transport services, in the facility of modal exchange and in the commercial
speed of the different modes of transport. Though a large part of this
inequality, which is translated into greatly differing percentages of
use of public transport according to areas, is due to the different densities
of housing and economic activity, future development should tend towards
a regional homogenisation of the available CPT.
Guidelines of the MPI 2001-2010
The main guidelines and proposals of action that are defined for the MPI
2001-2010, based on the objectives and the situation described, are the
following:
1. Completion and rationalisation of the central rail network (Metro/FGC/RENFE)
o Establishment of a new perimeter line, L9, which will cover zones without
service in the North Barcelonès and the corridor L'HospitaletZona
FrancaAirport, and will reinforce the network effect by connecting with
all existing rail lines through powerful interchangers.
o Prolongation of the ends of Metro lines to zones of high density.
o Penetration of the LlobregatAnoia line of FGC towards the centre of
Barcelona to connect with the Barcelona-Vallès Line.
o Reorganisation and improvement of the local services of RENFE, taking
advantage of the remodelling of Sants station and the new SantsSagrera
tunnel created by the introduction of the high speed line and the UIC
gauge.
2. Extension and improvement of the local rail network
o Double lines or supplementary lines where necessary (Baix Llobregat,
Maresme Nord), in order to obtain the necessary capacity or permit the
introduction of semi-direct services for long distance communications.
o Taking advantage of the surplus rail network (or lines that require
small modifications) to introduce new services.
o Extensions and/or new stations to meet new demand and to achieve the
network effect (Maresme, Sabadell, Terrassa, etc.).
o Increasing capacity to the limit by improving the control and signalling
systems, extending platforms, double-decker rolling stock, etc.
o Completing the local system in the metropolitan areas that are insufficiently
covered by the rail network (the corridor Sant BoiCastelldefels connected
to Barcelona, the line PenedèsVallèsinterior through the
corridor El PapiolMollet, etc.).
o Reorganisation of all the lines of the north entrance to Barcelona to
gain access to Sagrera central station.
3. Establishment of a tram network in corridors of intermediate demand
o Development of this new mode of transport to connect the Baix Llobregat
and the Besòs to Barcelona along Avinguda Diagonal in the future.
o It will run above ground (except at particularly problematic points)
and will be carefully inserted in the urban fabric to achieve a distribution
of the road surface that is more favourable to CPT and to pedestrians.
4. Creation of new interchangers and improvement of existing ones
o An increase in the network effect:
In addition to the introduction of the new L9, with fifteen interchangers:
- Introduction of the Central Interchanger in Barcelona (on Passeig de
Gràcia between Ronda Universitat and Gran Via) that connects L3
to L4 and the FGC to L1 and RENFE local lines in the south, and to L2
in the north.
- The new La Torrassa interchanger in L'Hospitalet of Llobregat, with
connection of L9 to L1 and the three RENFE lines (Vilafranca, Vilanova
and the Airport).
- Reinforcement of the large intermodal centres of Sants and Sagrera (high-speed
train, RENFE and Metro), each with bus stations, and improvement of the
connection of Estació del Nord to the Metro and RENFE.
o A more complementary relationship between CPT and private vehicles
- Plan of dissuasive car parks linked to RENFE and FGC stations.
5. Modernisation and improvement of the existent network
o Infrastructural improvements in the quality of service through renovation
of stations and rolling stock, and in particular adaptation of platforms
and halls to PRMs.
o Improvements in the exploitation of the service: safety devices, passing
lines, reversible working lines, etc.
The proposals of the Master Plan of Infrastructures 2001-2010 are divided
into four programmes of action: extension of the network, modernisation
and improvement of the network, interchangers, and actions on the state
rail network (as a proposal to the Spanish government that was not agreed
within the MTA). The details of the actions can be seen in the attached
table and map. (Refer to pages no. 37-39)
Funding of the MPI 2001-2010
The Master Plan of Infrastructures 2001-2010 deals mainly with investments
to improve and extend the rail networks, but fails to deal with the deficits
caused by the production of these networks.
The total investments, including those referring to the state rail network,
come to approximately 7,295.746 M euros for the whole period 2001-2010.
The funding of the investments in the state rail network, estimated at
1,160.134 M euros, is almost wholly provided by the Ministry of Public
Works (AGE), complemented in some actions by the Railway Infrastructure
Management Entity (GIF) and RENFE.
The rest of the investments have sundry funding channels, according to
their nature and according to who owns the networks (see the attached
chart). (Refer
to page no. 41)
Agreements for funding infrastructures for the extension of networks and
infrastructural actions of improvement (1/3 State Administration, 2/3
Generalitat of Catalonia).
o Programme Contracts, with the participation of all the authorities,
for investments to modernise and improve the existent network through
improvements in the running of the service.
o Specific funding for trams, with a deferred contribution of capital
by the Generalitat and compensation to the private franchisee according
to the cost coverage rate plus investment.
o Specific funding for Line 9 and the Sarrià-Castelldefels line,
which is to be defined by the Generalitat of Catalonia.
o Renting or similar operations for the acquisition of rolling stock.
The importance of the actions defined in the MPI 2001-2010 is clear: its
implementation will affect nearly 40% of the existent rail network and
will add decisive new elements to the transport system such as Line 9
or the new tram network. However, in these final comments I should like
to stress other aspects that are more closely linked to the process of
planning and decision-making in the field of the transport.
o Firstly, institutional concertation has played an irreplaceable role
in this process. Only with the desire for understanding of the authorities
responsible for public transport (the Generalitat, Barcelona City Council,
the Metropolitan Transport Entity and the Ministry of Public Works) and
the existence of an institutional framework of agreement such as the MTA
could it have been possible to establish the MPI with its investment commitments.
o Furthermore, the planning of infrastructures is only part of the general
improvement of the public transport system. Progress must also be made
in physical integration and integration of the timetables of the different
modes of transport (fare integration has now been completed, with the
exception of a few urban services) and, particularly in the planning and
coordination of transport services. In this aspect, the involvement of
both public and private transport operators is essential in order to ensure
that the public receive a good quality of service.
o In the planning process, there have been two important elements that
have made it more objectifiable and consensus-based. The first element
was the diagnosis of the metropolitan transport system, which detected
its main problems, their causes and their likely evolution, and was accepted
as realistic by the most relevant actors of the sector. The second was
the use of a single methodology, also agreed by consensus, in order to
make a comparative assessment of the different transport actions that
had to be included in the MPI (and also the proposals contained in the
allegations that were presented). From now on, a third essential element
must be included in the planning process: the monitoring of the execution
of the MPI by means of annual reports and a five-year revision.
o Finally, a note on the limits of promoting public transport. In the
mobility market, public t
ransport competes with a very powerful adversary, the private vehicle,
which has a great economic and media power. Any sustainable transport
policy that wishes to promote the role of public transport must necessarily
widen its field of action to incorporate measures of mobility management
that involve restrictions to the indiscriminate use of private vehicles
for any type of journey. This change of approach will require the corresponding
adaptation of the institutions responsible for the current policies.
Page 44
THE PROGRAMME CONTRACTS 
by Emilio López Bailón
managing director of transports metropolitans de barcelona
Four-yearly programme contracts are the economic and financial instrument
by means of which the authorities recognise and implement the commitments
arising from their political decisions on public transport. They are aimed
at subsidising users and are channelled through the operating companies.
The public transport service applies political prices that are determined
by the competent authorities. The operating companies thus have two clearly
differentiated sources of income:
o The fares or the political price paid by the users of the service.
o The difference between this fare or political price and the real cost
of the service, which must be paid by the authority that establishes the
price.
The philosophy behind the programme contracts is therefore simply that,
through its fiscal policy, the authorities pay the part of the cost of
public transport that is not borne by the users.
In accordance with this, the programme contracts have three basic sections
in their economic and financial formulation:
o Current expenditure
o Investments
o Replacements
The current expenditure must meet the expenses generated by the daily
activity: fuel, energy, insurance, manpower, etc.
By their nature, the programme contracts must provide for a monthly flow
to meet these payments.
Investments to achieve increases in quantity (purchase of more buses or
more trains) and increases in quality (e.g. installing air conditioning
in buses or trains that do not have it) mean that the authorities must
provide capital.
This is because the political price does not allow the operating companies
to generate a financial surplus to meet new investments: It must be remembered
that the reference price is the strict cost price with no profit margin.
The programme contracts must account for this situation, and in fact they
do so.
Finally, in the replacement of obsolete elements (buses and trains), there
is also a difference between the amortisation of the obsolete good that
is reflected in the reference price and the replacement cost of the good
at current value.
This difference may be very great, because the periods of amortisation
of transport elements range from 12 to 30 years.
The commitments of the operating companies with the authorities with regard
to the correct administration and efficient management of the contract
is measured by the cost coverage ratio, i.e. the relation between the
income obtained by the companies (through sales of tickets and other concepts)
and all the running costs.
In the case of Barcelona, the real cost coverage ratio achieved in the
Programme Contract that was in force until 31/12/01 was 79.3%, compared
with the forecast of 78.1%.
In fact, in most European cities this ratio is only about 50%, and in
many cases it is lower.
The programme contracts increasingly include clauses on quality commitments
by the companies referring to fulfilment of timetables, cleaning, security
functioning of lifts, escalators, attention to users, etc.
In Spain we thus use programme contracts of the "results" type,
unlike other countries or cities that have introduced those of a "cost"
type, i.e. they subsidise the number of kilometres covered instead of
the number of passengers transported.
The practice of establishing the relations between the companies and the
authorities now has a history of twelve years in Spain. In this period
the legal instruments have been honed and improved, and the responsibilities
and roles that each party was to assume have been defined.
In the rest of Europe, this practice is exceptional, and either the authorities
directly accept the deficits that arise or, in the best cases, an annual
budget is paid with no commitment on how the companies should manage direct
income.
In addition to the standard indicators of company management, the public
transport companies of the large Spanish cities -in particular Madrid
and Barcelona- have a long experience of contractual bargaining with the
authorities. This places them on a good footing to deal with this economic
framework.
After an initial attempt to establish a Programme Contract for Transports
Metropolitans de Barcelona in 1986, which did not materialise, the first
one that came into effect covered the period 1990-93.
This Programme Contract introduced important elements such as considering
the effort that needs to be made by the operating companies to obtain
more passengers, and it established the important principle of formalising
the relations between the companies and the authorities through contracts.
However, the specific content of the contract was largely based on good
will rather than regulations and specific details, and it fell far short
of identifying the three basic sections explained at the beginning of
this text.
The contributions to be made by the authorities were quantified by annual
amounts, but no schedules were specified in a period in which the interest
rate was about 18% per year. Nor did the contract define the application
of these payments or the acceptance of financial costs.
The economic and financial results were far from positive. The uncertainties
mentioned above led to an accumulation of negative results added to those
previous to the Contract. A great effort of good will had to be made,
but there was a long way to go.
Finally, the most important aspect was that the Generalitat of Catalonia
was not involved in the daily problems of transport. We will speak of
its role in the recent history of transport below.
The second Contract-Programme was for a three-year period, 1995-97. In
1994 it was given a new form that incorporated the three basic ideas mentioned
above, and provided the solution to the financial problems that had been
generated in the course of decades without clearly defined commitments
and planned solutions. Other problems that were peripheral but of great
economic and financial importance, such as the pensions of the Metro staff,
were included in the Programme Contract in order to give them a clear
solution.
Finally, the Generalitat of Catalonia also signed the Programme Contract
for the first time.
The objectives that the authorities and companies had conceived were established
and fulfilled for the first time.
Regular flows of funding were established to meet current expenditure;
the investments had a specific funding programme and the differences due
to replacement of obsolete material were laid down in the Contract. The
financial debt was renegotiated on a long-term basis with a specific programme
of amortisation, and the same was done with the commitments on pensions.
This second Contract-Programme proved to be an excellent instrument of
management that made it possible to structure the historic problems that
had been generated in the companies and to provide a reasonable solution
for them.
The excellence of this model, which was devised between Barcelona (the
City Council and TMB) and the Ministry of Economy and Inland Revenue of
the Government in Madrid, served as a model for contracts with other companies
and for the basic aspects for the future.
It also provided for the creation of the Metropolitan Transport Authority
(MTA).
The third Contract-Programme 1998-2001 was signed in two stages: the first
(14.12.99), between the MTA and the local authorities, the Generalitat
of Catalonia and the General State Administration; the second (27.04.00),
between the MTA and TMB.
Because of the respective dates of the signing, the real validity of the
Contract was 1999-2001. The situation of the 1995-97 Contract Programme
was repeated.
The economic and financial content was essentially the same as in the
previous Contract Programme, with commitments for TMB on functioning of
the facilities and commitments of quality of service in both the Metro
and the buses.
Comparative tables were including showing what had been laid down in the
Contract Programme and the real achievements, with regard to both economic
results and commitments of service and quality.
The new feature in this Contract was the creation and putting into operation
of the MTA.
The MTA is a voluntary consortium created by the Generalitat of Catalonia
(51%), Barcelona City Council (25%) and the Metropolitan Transport Entity
(24%), to which other municipalities of the Metropolitan Region of Barcelona
(MRB) may adhere. The State has the status of an observer.
Its main aim is to plan transport in the MRB and to establish the fare
policy.
The local authorities and TMB had been calling for its creation for many
years, aware of the need for a forum with the participation of the Generalitat
in planning, decision making and accepting responsibilities with regard
to the complex world of urban transport in a society that -legitimately-
is increasingly demanding and has increasing mobility needs.
Only public transport can make this mobility sustainable, in close collaboration
with urban planning and the construction and funding of transport networks.
It is a difficult and expensive challenge, but I think we are on the right
track if the plans are fulfilled and the historic shortcomings are overcome.
Page 48
A dynamic process, full of challenges
and opportunities for the future
by Pelayo Martínez Bauluz
manager of the metropolitan transport entity
The first question we ask is: what do we consider to be the Metropolitan
Area of Barcelona? Are we talking about the small area of the municipalities
of the Metropolitan Transport Entity (MTE) or the area of 35 municipalities
which is currently being considered in the Strategic Metropolitan Plan?
Or are we referring to the seven counties that form the Metropolitan Region
of Barcelona, the current area of action of the Metropolitan Transport
Authority (MTA)?
In the regional debate, a distinction is usually made between the region
and the metropolitan area. The area is the central area of the region,
a very dense and compact urban continuum. The metropolitan area, which
has no formal demarcation, would be the central agglomeration of 600 square
kilometres, equivalent in area and population to the municipality of Madrid,
where over 80% of all mechanised journeys in the metropolitan region are
made.
A political consensus on the metropolitan regional organisation has not
yet been reached. It is clear that the county division is not functional
at a metropolitan level and that there is a need for a supramunicipal
organisation to regulate and promote town planning and services that need
common management. However, to what extent is a strong, strictly local
metropolitan body representing over 70% of the GDP of Catalonia politically
feasible? The answer is not simple. It will probably require appropriate
political circumstances to create a pact between the regional and local
authorities on the regional planning of Catalonia, and in particular that
of the metropolitan area of Barcelona.
Nevertheless, progress has been made in the field of transport. The creation
in 1997 of the MTA, a consortium composed of the Generalitat, Barcelona
City Council and the MTE, represented the forming of a platform of concertation
between the regional and local authorities that made it possible to carry
out major initiatives in transport policy, such as fare integration and
the Master Plan of Infrastructures (MPI).
The role of the MTE, a supramunicipal local organisation that owns the
bus services and runs the metro services, is still pending. If it is decided
to maintain the MTE, it will be absolutely necessary to come to an agreement
with the MTA on the specific functions of the two authorities in the regional
area of the MTE. If, on the other hand, it is decided to absorb the MTE
within the MTA, four basic questions must be resolved: the rates surcharge
for transport; the shareholding and therefore the ownership of Transports
Metropolitans de Barcelona, currently belonging to the MTE; the political
representation within the MTA of the seventeen municipalities that together
with Barcelona form the MTE; and the competences with regard to the metropolitan
taxi service.
Returning to the metropolitan regional question, the local authorities
very often mention the need to institutionalise as a specific area of
local management what is known as the first metropolitan ring, or the
central agglomeration, in order to reinforce the mechanisms of intermunicipal
cooperation in this city of cities. This desire, which is repeatedly expressed
by the municipalities, must be integrated in a wider debate on the design
of the metropolitan organisation, taking into account all the authorities
involved. It seems that the solution must be found through a new Regional
Planning Law that decentralises the Generalitat and allows services to
be administered more locally.
From the organisational viewpoint, metropolitan public transport has gone
through three periods. The first, with the creation in 1975 of the Metropolitan
Corporation of Barcelona (MCB), made it possible to declare that intermunicipal
road transport within the 27 municipalities of the supramunicipal body
was of metropolitan interest, and was therefore the responsibility of
the MCB. The second period began with the dismantling of the MCB and the
creation of the MTE covering a smaller area. In this period the urban
transport of the eighteen municipalities of the MTE was metropolitanised,
as were the municipal companies Transports de Barcelona, S.A. and Ferrocarril
Metropolità de Barcelona, S.A. The third period began with the
creation of the MTA as a consortium of the Generalitat, Barcelona City
Council and the MTE. This body, on which the Generalitat has a majority
vote, was completely necessary in order to reach an agreement on competences
and funding. Another question that has already been mentioned is that
when this consortium was created it failed to redefine and clarify the
role of the MTE. This is probably a direction in which more work must
be done. I think that it would not be advantageous for anyone to maintain
the current level of uncertainty, and that if it was decided to incorporate
the MTE integrally in the MTA, it could provide important experience in
planning, administration and management of transport services and a profound
knowledge of the needs of transport in the eighteen municipalities of
its area. Another possibility, as stated above, is to maintain the MTE
and to agree with the MTA the functions and mechanisms of collaboration
of the two authorities. Whatever the case, the final design will depend
on the regional organisation structure that is adopted in the future by
the Generalitat, in which I feel the role of the provincial councils must
be considered.
As can be seen, the topic is complex, and the fundamental problem lies
in finding a suitable balance between regional power and local sensitivity.
Perhaps the time has come for the Generalitat to govern with an approach
closer to subsidiarity.
Another question of concern to those of us who work in the field of mobility
and transport is the absence of operative instruments at a metropolitan
level for planning and organising mobility as a whole. The MTA and the
MTE are bodies that act exclusively in the field of collective transport
without intervening in private transport, which of course has an increasing
share in the modal distribution of mobility. It is therefore completely
necessary to set up legislative initiatives that link town planning with
mobility so that action can be taken simultaneously on public and private
transport. In the medium term it will not be sufficient to improve public
transport in order to achieve a sustainable development of mobility. Initiatives
must be taken towards regulating the use of private transport through
a great variety of measures, which may at times be controversial.
These initiatives include measures such as limiting the road space for
private vehicles in central zones and certain accesses, applying urban
tolls for the circulation of vehicles in the city centre, which is well
provided with public transport, and limiting parking spaces for non-residents.
All these measures must be developed together with the quantitative and
qualitative improvement of public transport. Most of them depend on the
municipalities, but because they are effective in the whole metropolitan
area, a coordinated supramunicipal project is essential. The problem of
traffic in Barcelona municipality is more a consequence of intermunicipal
journeys than of internal ones.
As stated above, in order to meet the challenge of sustainable mobility,
it will be necessary to centralise in a single body the policies of transport
infrastructures, regulation of private traffic, parking and promoting
public transport. I am not unaware of the practical difficulties involved
in this project. So many pieces must be arranged and so many actors must
reach an agreement that the right political moment will probably never
be found. It is also clear that a project of such scope needs clear political
leadership in order to be viable.
Despite all the difficulties, I think that this is the direction that
we must take as quickly as possible. Too much is at stake -the future
development of mobility in this Mediterranean metropolis will depend on
the path that is taken. Progress must be made through decisions that may
involve major legislative and organisational changes. We have reached
a point at which our instruments and methodology are outdated and are
insufficient to deal with the growth in mobility; the discourse in favour
of public transport is no longer sufficient; clear action must be taken
on the relation between town planning and mobility; and far greater funding
must be assigned to public transport than at present.
One does not need to be an expert to be aware of the quantitative and
qualitative shortcomings of public transport, particularly in the first
and second metropolitan ring. The available figures on modal distribution
of mobility are already fairly illustrative, showing with great clarity
that the car is becoming the main means of transport used for medium and
long metropolitan journeys. The growth in mobility is exponential, and
no one questions the fact that this is the result of economic and regional
growth and of changes in the habits and rhythms of life of the citizens.
We may die of success if we are not able to regulate and rationalise this
phenomenon, and to make it sustainable.
Public transport in the Metropolitan Area of Barcelona must grow considerably,
because it is far behind that of other urban agglomerations. It is true
that the MPI is at the approval state and that when introduced it will
lead to a partial recovery of the deficit in infrastructures. But it is
far from clear how it will be funded. We must seek more resources and
new formulas for funding both current expenditure and investments in rolling
stock and infrastructures.
The current model of public transport funding is based on two instruments.
The Programme Contract (PC) to fund the services, and the Infrastructures
Agreement (IA) to fund the new transport infrastructures.
The Programme Contract for the period 2002-2005, which is currently being
negotiated, is an instrument for the funding of public transport services
run by public and private operators. Through it the three levels of government
-the state (the Central State Administration), the autonomous government
(the Generalitat) and the local government (Barcelona City Council and
MTE)- provide certain percentages from their budgets to fund the operating
deficits. This approach involves an agreement between all these authorities
every four years, and of course the agreement depends greatly on the political
situation. It is therefore a funding model that is subject to variation
and that is not related to the production of goods and services by the
metropolitan system or its real needs for service. In the medium term
this model should be changed towards one based on a Metropolitan Transport
Funding Law that provides funds to guarantee the financial autonomy and
sufficiency of the metropolitan public transport system. The redefinition
of the rates surcharge, participation in the special fuel tax, motor vehicle
registration tax and road tax, the application of urban tolls, the increase
in prices of parking -all of these could be considered as sources of funding.
It seems more than reasonable that part of the funds needed by public
transport should come from taxes associated with ownership and use of
private vehicles.
Everything indicates that the need for public funding of transport services
will be increasingly great. The tendency is that the percentage that users
contribute to the funding of the service will decrease in real terms as
a consequence of the fare policy and the evolution of operating costs.
Furthermore, if one wishes to improve the market share of collective transport
in comparison with private vehicles, major improvements still have to
be made in the quantity and quality of public transport, particularly
in the first and second metropolitan ring, and this of course involves
greater public expenditure.
In the field of new metropolitan transport infrastructures, the MPI is
an important step forward. Its funding must now be specified in order
to give it a proper schedule. The annualised investment that is required
in order to carry out the planned extensions to the networks that are
the responsibility of the autonomous government -the Metro and Ferrrocarrils
de la Generalitat (FGC)- must stem from the commitments in the Infrastructures
Agreement, currently pending approval, which establishes the contributions
of the Generalitat and the State as 2/3 and 1/3 respectively. The previsions
laid down in the MPI will require far higher annual investments than have
previously been given, which is not simple to achieve in a scenario of
zero deficit in the public administration. This is why new funding formulas
are being developed, as in Line 9 of the Metro and the licences to build
and run tramway lines. However, these projects involving deferred payment
of investments fail to solve the basic problem.
There is a clear perception that the current funding model of metropolitan
transport, services and infrastructures fails to ensure sufficient funding
in the short and medium term. This is why one must move rapidly towards
a Law on Transport Funding.
The opening of the market
The appearance of the single European market in public transport and the
need for modernisation in order to deal with environmental problems and
traffic congestion are leading to a revision of the current community
regulations to favour operators, authorities and the general public.
The starting point for the proposals being made by the European Communities
Commission is the introduction of "controlled competition" as
against other instruments of public transport regulation such as deregulation,
a situation in which there are no exclusive rights, or closed markets,
in which transport operators have protected exclusive rights and never
face competition from other firms.
The studies carried out for the Commission, and in particular the research
report ISOTOPE 1, reached the conclusion that with controlled competition,
in which exclusive rights are held for established periods and are awarded
by competition, one can obtain more attractive services with lower costs.
The report considered that deregulated services were unattractive (the
case of Britain) because there were no exclusive rights, so the service
was unstable and the level of integration was low. Closed markets were
attractive for passengers but the price was higher.
The fact that society demands an affordable service of a higher level
than that which the market can offer means that public funding is essential
in public transport. Exclusive rights are also very widespread in the
public transport sector. From this it may be deduced that access to the
public transport market depends, in fact, on access to public funding
and exclusive rights, and in order to avoid excessive compensation one
must, as the Commission suggests, introduce stricter conditions in the
procedures for awarding public funding. In particular, the use of public
and non-discriminatory equitable procedures ensures that the level of
aid is as low as possible.
The Regulation proposed by the Commission is based, as stated above, on
the principle of controlled competition. This is an approach based on
the experience acquired in the member states. (Later in this article we
will see the experience that MTE has had in this field in the Metropolitan
Area of Barcelona.) It also takes into account the recommendations of
the political and legal analysis that the Commission requested from the
consortium head by NEA Transport Research and Training, which supported
the idea that controlled competition was an effective method for fostering
efficiency and making public transport attractive.
The proposed Regulation, which is pending approval, will have a clear
impact on operations and on relations with the competent authority for
transport in the Metropolitan Area of Barcelona. I will deal with the
most important aspects of this impact below.
As a general rule, the Regulation of the Commission establishes competitive
tender as the method for awarding public transport service contracts,
though in certain circumstances it allows direct, non-competitive awarding:
in conventional railways, for reasons of security or in cases in which
the annual value of the contract is lower than one million euros; in the
Metro and the Light Railway, if it can be demonstrated that direct awarding
may achieve better results in the use of public funds and also if the
value of the contract is below a certain amount; in buses, only if the
annual value of the contract is less than one million euros.
Safety provisions are established for contracts awarded directly. According
to these, the competent authorities must take their decisions to award
directly in such a way that public debate is possible. Furthermore, the
hypothetically competing companies may present alternative plans.
If the competent authorities provide the bus services themselves or through
operators owned by them, the Regulation provides for a transition period
of eight years, and the progressive elimination of such services need
not begin for four years. After this period, the authorities may only
continue to provide the services if no exclusive rights are granted. This
means that other operators may offer additional services that are commercially
viable to the citizens of the zone.
As can be seen, the European Commission clearly wishes to introduce controlled
competition between operators through the awarding of exclusive rights
through competitive tender. It wishes to avoid public transport services
receiving financial compensation that has not been the result of a competition.
Another important question in the case of metropolitan areas is the management
of the network, i.e. all activities other than providing public transport
services to passengers that are necessary in order to form an integrated
network. These are activities such as introducing general operating regulations,
coordination and dissemination of information to real and potential users,
coordination of timetables and services, integrated design and administration
of the fare system, distribution of income between operators, security
regulations, organisation of special services to meet specific and extraordinary
demands, and supply of rolling stock. All these functions, which in metropolitan
areas are of great importance and complexity, may be carried out by the
authorities, and may be delegated to public-owned operators or other agencies;
some or all of them may be included in contracts that are awarded in accordance
with the tender procedure.
Another aspect that has been established in the Regulation is the duration
of the contracts. Contracts that are too short or too long have certain
disadvantages. Short contracts may lead to problems of continuity in the
service, investments and stability of the personnel. Long contracts may
clause a closing of the market for a longer period than is necessary,
and may therefore threaten the benefits of competitive pressure. In normal
circumstances the maximum period is eight years for buses and fifteen
years for railways. The competent authorities thus have a margin for manoeuvre
to adapt the duration of the contracts to the local circumstances.
It is also established that contracts may have provisions that protect
the competent authorities and the passengers from an inadequate service
provided by the operators. If necessary, incentives may be provided to
the operators according to the fulfilment of certain quality objectives.
In the Metropolitan Area of Barcelona, and more specifically in the area
of the eighteen municipalities of the MTE, a strategy for transport operation
consisting in introducing competition between companies to provide the
bus service was introduced some time ago. It was considered appropriate
to correct the tendency of concentrating the whole service in one public
company, and to foster the appearance of new bus operators through competitive
tender for the different services. This initiative, which now seems logic
and natural, was at the time polemic because providing private companies
with public funding was considered unacceptable. Public companies were
subsidised companies, and all services that were not commercially viable
were reserved for them. This approach would have left the private companies
in the sector outside the metropolitan area, because the urban and suburban
services of this area were not self-funding for obvious reasons of fares,
level of occupation and commercial speed. This approach, which would not
be understood today, corresponded to a time when there was little relation
and great mistrust between the authorities and private companies. It was
an intermediate period between a past of connivance and a present of collaboration.
The bus services that have been awarded through competitive tender include
the night-time bus service, Nit Bus, of Barcelona and the remaining municipalities
of the MTE; the services of the North Barcelonès, L'Hospitalet,
the Baix Llobregat, and the Barcelona-Airport service, Aerobus. On the
whole, measuring the services in parameters of supply, vehicles per kilometre
or units in service, practically a third of the bus network has been awarded
through competitive tender to different companies. In my opinion the experience
has been positive, and progress has been made in a few years towards the
initiative now being proposed by the European Commission in its Regulation.
Most of the awards by the MTE have been made following the interested
management system, which is an indirect type of management in which the
authorities and the company participate in the results of running the
service.
The interested management contracts entered into by the MTE today bear
little resemblance to those of the early 1980s. The first contracts were
awarded through competitive tender on the price per km of service. With
this approach, the only commitment made by the entrepreneur was to maintain
the costs. A reduction in costs would be to the benefit of the entrepreneur,
who would still receive the price laid down in the contract. With this
type of contract it was in the entrepreneur's interest to minimise operating
costs. This was also positive for the contracting authorities, but insufficient
to achieve other objectives related to quality of service and commercial
results.
To avoid these limitations, thanks to the flexibility provided by contracts
of three to eight years the operators now make greater commitments. There
has been a progressive introduction of cost risk and a commitment to an
annual number of passengers. The operator thus agrees to gain new passengers
for public transport, which is an important objective in any sustainable
mobility policy. The contracts include commitments on the quality of service
offered and the quality perceived by the user. There is a system of incentives
and penalties related to meeting certain commercial objectives (increasing
the number of users, managing extraordinary income) and quality of service.
It is planned to modernise the technology of the service by incorporating
new technical instruments to improve effectiveness and efficiency (a new
system of validation and sales, systems to aid production and inform users,
interconnection with the traffic control centre, etc.).
The incorporation of all these aspects in the new interested management
contracts has transformed the relations with the operators. Instead of
being a document of rights and duties, the contract is now a useful instrument
of public transport policy. I think that this type of contract, which
so far has been used for bus services, is also useful for other modes
of public transport, regardless of who owns the operating company.
Concluding summary
As we have seen in the course of the present article, transport in the
metropolitan area of Barcelona is undergoing a very dynamic process full
of challenges and opportunities for the future. In conclusion, I will
attempt to summarise from different viewpoints the most important questions
that must be dealt with in the future in order to develop a sustainable
mobility policy in a metropolitan Barcelona that is constantly subject
to profound transformation:
o The Metropolitan Area of Barcelona, the city of cities, lacks its own
instruments of government. This leads to great difficulties in attempting
to establish strategies that are coherent with this metropolitan reality.
o The current county division is not functional in the metropolitan area.
A new regional organisation of this area is required in the framework
of a new regional planning law that takes into account the decentralisation
of the Generalitat and the future role of the provincial councils.
o In the field of public transport the current institutional organisation
must be redefined. The MTE was maintained when the MTA was set up, but
the way in which they are complementary was not determined.
o An effective mobility policy requires the ability to act simultaneously
on private transport, public transport and parking. At present all these
disciplines are dealt with by different bodies.
o One must move towards incorporating compulsory and regulated analysis
of impact on mobility in all urban development schemes of a certain importance.
The possibility of a Mobility Law must be considered.
o The future funding needs of public transport, infrastructures and services
are far greater than the funds that are currently available. A profound
restructuring of the financial framework is thus required along the lines
of a Transport Funding Law to seek new funds.
o Priority must be given to providing public transport in the first and
second metropolitan ring, where private vehicle mobility is dominant and
growing.
o The tramway projects that are underway should facilitate greater involvement
of town councils and increased coordination with the bus network.
o The advantages and disadvantages of awarding the management of new rail
services such as Line 9 of the metro and the new Castelldefels-Sarrià
rail corridor to private operators must be carefully analysed. The financial
situation may lead to decisions that have not been fully assessed in the
medium and long term.
o The improvement of public transport is a necessary but not sufficient
condition for achieving sustainable mobility. Measures must also be taken
to dissuade the use of private vehicles.
o The approval of the European Regulation on procurement and awarding
of public service contracts for passenger transport will open a door to
competition and will limit the possibility of local authorities providing
the service directly. The role of public operators in this new scenario
must be redefined.
o In this new scenario, which opens the way for competition, greater participation
of the private sector and internationalisation of companies, the authorities
responsible for the services will gain importance as regulating bodies.
They must therefore be provided with the necessary instruments to adapt
to this new framework.
Page 58
Two centuries of collective transport at the service
of Barcelona 
by Marc Andreu journalist
co-author of the book 'la ciutat transportada' (tmb, barcelona, 1997)
The first regular stage coach service between Barcelona and Madrid was
established in 1815, but the first omnibus lines between the capital of
Catalonia and the surrounding towns was not established until the mid
19th century. In fact, coinciding with the opening of the first railway
in Spain (the Barcelona-Mataró line), the first strictly urban
collective transport began to operate in 1848: an omnibus line linking
the Barceloneta railway station with the Rambla. Until the beginning of
the 20th century, rented traps and carriages were the most common means
of transport on the plain of Barcelona. The only limitations to transport
were imposed by the poor state of the tracks and roads and -before their
demolition in 1854- the city walls, which closed their gates at seven
in the evening.
With the beginning of the urban development of the Eixample (expansion
area) designed by Ildefons Cerdà, in 1859, the road conditions
for carriages and omnibuses began to improve. In the same year the Companyia
Central Barcelonesa was founded and opened an omnibus line between Barcelona
and Gràcia, and a year later Catalana Graciense was founded. In
1876 the City Council established the routes that omnibuses had to follow
within the city. Around 1882 there were 120 omnibuses in Barcelona, some
of them offering special services to the baths of the Barceloneta (the
journey cost twelve centimes), to the cemeteries, to the bullrings (25
centimes) and to the hippodrome in Can Tunis (one peseta). As with the
early trams, these fares could not be afforded by the working class, who
normally travelled on foot. The less wealthy families only allowed themselves
a treat on Sundays, when they rented a trap to go out into the country.
The first train
The first railway in Spain was opened on 28 October 1848 between Barcelona
and Mataró. It was promoted, with the aid of British capital, by
Miquel Biada, a merchant from Mataró who had made his fortune in
Cuba. According to popular legend he had seen railways in Cuba, and he
decided to build a railway when in 1843 he failed to obtain a seat in
the carriage from Mataró to Barcelona. At that time this new means
of transport led to great expectation and also fear. The women of the
Barceloneta neighbourhood, outside the city walls where the rail terminal
was built, soon protested because they thought that the train drivers
were kidnapping their children to use their fat to lubricate the engines.
The government imposed a gauge of six Castilian feet (1.672 metres), which
was larger than the most common international gauge (1.435 metres) but
similar to the British gauge.
In a period of a few years other train lines converted Barcelona into
an important rail hub. On 23 June 1863 the Sarrià railway was opened,
and it can thus be considered as the second urban railway in the world
after the London underground. With the terminal in Plaça Catalunya,
it linked Barcelona to the then independent towns of Gràcia, Sant
Gervasi and Sarrià, where a large part of the Catalan bourgeoisie
lived. The train ran along the middle of Carrer Balmes and divided the
Eixample into two halves: the right and the left. Though a protective
fence was placed around the line, it caused many accidents and led to
protests by the neighbours.
The first tram line
On 27 June 1872 the first tramway of Barcelona came into service between
the Rambla and Plaça dels Josepets, in the town of Gràcia.
It had a double-decker tram with an open upper deck drawn by animals and
owned by the British company Barcelona Tramways. It was built by Alejo
Soujol, who obtained most of the licences for the first tram lines in
Barcelona. In fact, Soujol recovered an early tramway scheme by the engineers
Vila and Rafael de Luna, dated 1864.
After the first line and the first company, there followed others: the
tramway of Poblenou (1874) the tramway of the Docks (1877); the tramway
of Sants (1875), which introduced a working class fare; the ring line
(1877), also called the "poor man's carriage"; the steam tramway
of Sant Andreu (1877); the tramway of Sarrià and Sant Gervasi (1878);
the steam line of the coast, which in 1885 reached Badalona; the tramway
of Barcelona, Eixample and Gràcia; and the tramway of Horta. Drawn
by animals and steam, and in some cases both, these lines used two gauges:
the normal one (1.435 metres) and the narrow one (one metre).
In the early period, the tramway was a very middle class means of transport
that was mostly used for leisure. The price of the ticket was 20-30 centimes.
This was too expensive for the working class, who travelled on foot, in
old omnibuses and traps or in riperts, horse-drawn vehicles similar to
trams but without rails, which reached Barcelona in 1882 from Marseilles
and were very popular for several years, especially those run by the La
Catalana company.
Tram accidents and the fear that the new means of transport aroused among
the population were two major features of the period. The most ignorant
called it a vehicle "driven by the devil", and the City Council
had to limit its speed to eight kilometres per hour. Collisions with pedestrians
were common, and led to popular uprisings of protest and some very significant
nicknames: "King Herod" referring to the tramway of Sants, and
"the guillotine" referring to the line of Sant Andreu. On the
positive side, there were original advertisements of the companies on
the tickets, on cards and on lottery tickets. A popular form of transport
was the jardinera, a type of open tram without an upper deck which was
ideal for the summer and for the lines going to the baths in the Barceloneta.
Electrification and popularisation of the tramway
The first electric tram ran officially in Barcelona on 26 January 1899,
on the ring line. In a few years, the rest of the lines had been electrified,
and the last animal-drawn tram disappeared in 1907. During the first few
years of the 20th century new electric tram lines were built, such as
the popular Tramvia Blau of the Tibidabo (a bourgeois residential and
leisure zone where the first funicular railway in Spain was built in 1901),
the Vallvidrera line (1906), the Arrabassada line (1911), the Horta line
(1901) and the Morrot line (1905). Following the trams, in 1905 the Sarrià
train became the first electric railway in Spain. However, this modernisation
did not put an end to the accidents or the protests by the neighbours.
On 19 November 1913, for example, after a child was run down, a furious
crowd tried to burn the Catalunya station of the Sarrià train;
in the attempt by the police to control the crowd, the then police inspector
of Barcelona and later founder of the Legion and general of the Franco
regime, José Millán Astray, was injured by a stone.
With electrification and the turn of the century there appeared several
plans to rationalise a tram network that had grown in the hands of private
entrepreneurs and with no general control. This was the aim of Carbonell's
County Tramway Plan, of the Parrish network and of the Municipal Links
Plan by the French town planner Jaussely. However, the tramway structure
of Barcelona was in fact modernised by the private companies themselves,
which after a period of financial struggles merged to form the powerful
Belgian-owned company Les Tramways de Barcelone, under the direction of
Mariano de Foronda (1873-1961). After the unification of the tramway companies,
the charismatic Marquis of Foronda introduced improvement such as the
installation of fixed stops (until then the stops were at the discretion
of the tram driver and the passengers) and the numbering of the lines.
Though the restrictions imposed by the First World War limited this modernisation,
Foronda's trams became very popular, as is shown by the songs referring
to them and the coining of the term "Forondotelia" to describe
the hobby of collecting tramway tickets.
The dark side of Foronda as the director of Barcelona's tramways was his
social policy. His paternalistic attitude towards the workers brought
the company into conflict with the revolutionary trade union movement,
which was increasingly strong in Catalonia at that time. From the foundation
of the Sociedad de Locomoción Electro-Animal de Barcelona (Society
of Electro-Animal Locomotion of Barcelona) in 1900, affiliated to the
International Workers Association, until the foundation of the Sindicat
Únic del Ram del Transport (Single Union of the Transport Sector)
in 1918, affiliated to the anarchist CNT, there was a continual increase
in industrial conflict. On some occasions it was linked to the general
unrest in Barcelona at the time, such as the Tragic Week in 1909 and the
general strike in 1919, and on others it was a direct response to the
heavy-handed policies of Foronda, who did not hesitate to hire blacklegs
to keep his trams running. He also used his contacts with the press and
the right-wing government. He resigned in 1931 when the Republic was proclaimed
and had to face trial for corruption, but was found not guilty.
Despite the social unrest, it is nonetheless true that in the late twenties
the tram was already a means of mass collective transport. Whereas in
1887 each inhabitant of Barcelona took the tram on average only fifty
times a year, in 1913 the figure was 150 and in 1923 it had reached 280.
An important factor in this was that from its creation in 1872 to the
year 1918 the price of the ticket remained the same. The mass use by the
working class of a means of transport designed for the bourgeoisie had
made the company rich. This was undoubtedly an influential factor in Primo
de Rivera's decision to "nationalise" the companies in 1925,
with the International Exhibition of 1929 on the horizon. In practice,
this nationalisation consisted in replacing the Belgian capital of Les
Tramways de Barcelone with private Spanish capital and a change of name
to Tranvías de Barcelona.
The first buses
In late 1905 the rippert company La Catalana made the first trials with
double-decker petrol-driven buses rented from the Compagnie Générale
des Omnibus de Paris. On 12 August of the following year these first buses
started to run officially on the route between Plaça de Catalunya
and Plaça de Trilla in Gràcia for the price of ten centimes,
which was less than the tram fare. The tramway company of the Marquis
of Foronda, then in a period of great expansion, was not prepared to tolerate
this competition, and used all types of pressure and legal ruses to put
a spoke in the wheels of the buses. Manipulated by Foronda, on 23 December
1908 the City Council ordered the suspension of the bus service; shortly
afterwards La Catalana went bankrupt.
Though before 1920 some towns around Barcelona set up interurban bus services
known as burres (donkeys), buses did not run in the streets of the capital
until October 1922, when the Compañía General de Autobuses
(CGA) imported traditional red buses from Great Britain. This time the
tramway company neutralised the competition by taking a shareholding in
the CGA. As with the tramway, a song devoted to the bus indicated the
popularity of the new means of transport, and some of its lines joined
working class neighbourhoods, thus avoiding the need to take two trams
and pay twice. However, the CGA did not cover all the transport needs,
so in outlying neighbourhoods such as Horta and El Carmel independent
companies appeared, the most popular of which was Autobusos Roca. In 1929,
when the International Exhibition brought a funicular railway and a cable
car to Montjuïc, the bus had a market share of 13.7% of all public
transport passengers, far below that of the tramway but double that of
the Metro.
The Gran Metro and the Metro Transversal
In the early 20th century, while a small underground electric railway
was being built on the hill of Vallvidrera as a leisure attraction (el
Mina Grott), the enginyers Paul Müller and Fernando Reyes presented
two different projects for underground railways in Barcelona. Following
these plans, after the First World War two companies were created to build
the first Metro lines. On 31 December 1924, Gran Metropolitano de Barcelona,
with a shareholding of the tramway company, opened the first line of the
Gran Metro between Lesseps and Plaça de Catalunya, followed shortly
afterwards by the Fontana and Liceu stations. Two years later, Gran Metro
opened the second line, between Passeig de Gràcia and Jaume I,
which was extended to the end of Via Laietana (the Post Office), taking
advantage of the tunnels that the City Council had already built with
foresight when this street had been opened in the heart of Ciutat Vella.
The other company, Ferrocarril Metropolitano de Barcelona, with a municipal
shareholding, opened the Metro Transversal line on 10 June 1926 between
La Bordeta and Plaça de Catalunya. In the thirties it was extended
to Santa Eulàlia at one end and Estació del Nord and Marina
at the other. Though the Metro Transversal was designed as a link between
the different railway stations of the city, with a tunnel diameter and
gauge suitable for normal trains, the latter only used the line during
the Civil War, and thereafter on very exceptional occasions. The Sarrià
railway was covered between the Catalunya and Muntaner stations in 1929.
It thus formed the third underground line of Barcelona. As of 1916 it
ran trains to the Vallès.
The construction of the Metro, which coincided with the preparations for
the International Exhibition of 1929, brought a large number of immigrants
to Barcelona. It also caused great traffic chaos, which was satirised
in the press, and there were some accidents such as the one that buried
eleven workers in Gran Via in April 1924. Perhaps because of fear of travelling
underground, until after the Civil War the number of Metro passengers
was only 50 million per year and it had a 10% share of collective transport,
which was still dominated by the trams.
1931-1939: the transport revolution
The proclamation of the Republic, on 14 April 1931, marked the end of
Foronda's period at the head of Barcelona transport and led to an outbreak
in the trade union unrest that had accumulated in the sector. This resulted
in a general strike, in November 1933, and over one hundred assaults and
sabotages against transport companies took place between 1933 and July
1936. The Republican City Council, which wished to draw up a general public
transport plan and awarded new bus licences to the Torner company in order
to resolve some communication problems between some neighbourhoods of
the city, met with the opposition of the de facto monopoly of the CGA,
of the expanding automobile industry and of the regionalist right-wing
forces, which paralysed all Republican projects to improve collective
transport.
On 18 July 1936, when the Civil War and revolution broke out in Catalonia,
the transport trade union of the CNT, with nearly 20,000 members, collectivised
all the transport companies. Only Autobusos Roca, where the Socialist
trade union UGT had a majority, remained outside the control of the anarchist
trade unions. The self-management by the workers introduced labour measure
tending towards libertarian communism, but was very ordered and effective.
Until September 1937, when it began to lack spare parts and sundry materials,
the public transport of Barcelona maintained and even improved the quality
of service. The Metro and the trams provided their normal and regular
service until the spring of 1938, when the bombing of Barcelona became
intense.
However, the war of course affected transport. Communists and republicans
on the one hand, and anarchists on the other, fought to control this very
important strategic sector. The CNT, which until at the end of the war
maintained its hegemony in the sector, manufactured in the workshops of
Tranvías Colectivizados the arms that the Republic failed to provide
it with. The People's Army used the tunnels of the Sarrià train
as a wartime depot, and the Metro Transversal was used to transport arms.
The civil population used the Metro stations as air-raid shelters. The
consequences of the war were tremendous: on 26 January 1939, when Franco's
troops entered the city, it had lost all its buses and almost the whole
tramway network.
The precarious situation of the post-war period
The restrictions of electricity, the lack of material for repairs, the
queues at the stops and the agglomerations of people in the trams were
the symptoms of collective transport in the post-war period. The Metro
was put back into operation without too many problems, but the railways
had been sabotaged and the network had been destroyed. It therefore took
a long time to return to normality, and there were a few serious accidents.
In 1941 the Government unified all the wide-gauge railway companies in
the newly created RENFE, which also managed the Metro Transversal for
two years. Tranvías de Barcelona took over the CGA bus company
and signed a collaboration agreement with the City Council. In 1941 it
introduced the first trolley buses as an autarchic response to the shortage
of fuel. This autarchic attitude went so far that during the Second World
War workers of the transport companies went to the Canary Islands to buy
rubber for tyres, which the fishermen collected from the hulls of allied
ships sunk by German submarines.
In 1947 the 316 million users of the Barcelona trams travelled like sardines
in rickety vehicles with a high accident rate. Meanwhile, the struggling
company tried to reduce its deficit by increasing the fares. In January
1951 the Government authorised an increase in the price of the ticket
in Barcelona from 50 to 70 centimes, whereas in Madrid it was frozen at
40 centimes. The discontent of the public was expressed on the street.
During the first six days of March 1951 a spontaneous mass strike of tram
users faced the dictatorship with its first challenge. On 6 March the
Government cancelled the increase in fares and the civil governor Eduardo
Baeza and the mayor of Barcelona, the Baron of Terrades, were dismissed.
However, by then the protest had turned into a general strike encouraged
by the communist opposition. To control the first major protest against
the Franco regime, 4,000 policemen and the naval infantry were sent on
15 March 1951. And it had all started because of the trams!
Municipalisation and Porciolism
In January 1957 a new rise in the tramway fare led to another strike of
users. Though less forceful than that of 1951, the result of this protest
was that the mayor Simarro was dismissed and replaced by José María
de Porcioles. Porcioles oversaw the "development" period of
the Franco regime. He completed the municipalisation of urban transport
that had started in 1951, and promoted the extension of the Metro and
bus networks to the detriment of the trams. However, more importantly,
he organised the growth of Barcelona on the basis of private transport
(this was the period of the Seat 600), without establishing measures to
compensate for the imbalances and inequalities that this was to cause.
In 1957, with the Law on Urban Transport of Barcelona, the Spanish Government
approved the municipalisation of the Metro and surface transport. At that
time, the City Council already controlled most of the shares of Tranvías
de Barcelona and of the Gran Metro and the Metro Transversal, which were
merged in 1961 to form the private municipal company Ferrocarril Metropolitano
de Barcelona. The tramway and Metro companies had a corporativist social
policy that was very characteristic of the Franco regime. They became
major public service companies that were transformed but have survived
to the present. The mandate of Porcioles saw the publication of Historia
del transporte colectivo en Barcelona (History of Collective Transport
in Barcelona) and the first issues of a monthly magazine; the festival
of the tram drivers was institutionalised and schools were set up for
the children of the workers; also, in the outlying neighbourhoods the
City Council used old wagons as makeshift schools.
The expansion of the Metro
The surface transport was clearly insufficient to meet the needs of Barcelona
in the post-war period, which was undergoing a demographic explosion.
Thus, in 1948, coinciding with the centenary of the railway, the authorities
extended the Metro Transversal towards Sant Andreu and built tunnels for
the train that went along the Meridiana. The railway on Carrer Aragó
and the upper section of the Sarrià railway, with the new branch
line of Avinguda of the Tibidabo, were also covered in the fifties.
The municipalisation of transport gave rise to ambitious plans for expansion
of the Metro, which were only partly carried out. In 1959 the Transversal
Alt was opened from Sagrera to Vilapicina, and was later extended to Horta.
It was the first completely automated underground railway in the world.
Ten years later the other end of the current Line 5 was opened between
Collblanc and Diagonal. In 1970 general Franco in person opened the link
between Diagonal and Sagrera. The former Line 1 of the Gran Metro, now
renamed Line 3, went down the Rambla, along the Paral·lel and in
1975 reached the University Zone. The other branch of the Gran Metro,
now Line 4, was extended upward to Guinardó (1974) and (solving
problems of water seepage) along the coast towards the Barceloneta and
the Poblenou (1977). Though the tunnels of a new line, Line 2 (Paral·lel-Sagrada
Familia), were completed in the early seventies, it was not opened until
1995.
The end of the tramway
After the municipalisation, Tranvías de Barcelona, which changed
its name to Transportes de Barcelona, gave priority to extending the bus
network. In 1964, for the first time the number of petrol-driven public
vehicles was greater than that of electricity-driven ones. The last trolley
buses were withdrawn in 1968 and at that time the remaining trams only
ran on peripheral lines joining neighbourhoods to the city centre. These
included about a hundred second-hand (but modern) trams that had been
bought in 1963 from the city of Washington. The economic pressure of the
Pegaso company and the oil multinationals, a false impression of modernity
that saw the tram as being outdated and was skilfully exploited by the
press, and the personal decision of the mayor Porcioles marked the death
sentence for the tramways of Barcelona, with which the public had long
had a love-hate relationship.
The City Council and the press accompanied the withdrawal of the last
tram lines by stimulating nostalgia and organising parties and farewell
ceremonies. The public authorities also appealed to the base instincts
of the population by inciting them to literally destroy the last trams
under the slogan "Barcelona, at last free of trams!". It was
on the morning of 18 and 19 March 1971 that the trams of the two last
lines (Nº 49, Drassanes-Horta, and Nº 51, Drassanes-Via Júlia)
made their last journey to the sheds. The Tramway Museum designed to be
housed in the Sants tram sheds was never built because the incipient neighbours'
associations wanted it for other uses. Only a few enthusiasts and the
Association of Friends of the Railway preserved the memory of a means
of transport that failed to reach its centenary by only just over a year.
Only the Tranvia Blau running to the Tibidabo continued to run as a nostalgic
attraction rather than a serious means of transport.
The democratisation of transport
In 1979, after the end of the dictatorship and during the transition to
democracy, the Generalitat of Catalonia acquired responsibility for most
forms of land transport. RENFE was still owned by the central government,
but the narrow-gauge railways-including the Sarrià railway-came
under the public entity Ferrocarrils de la Generalitat. The democratic
town councils took charge of their respective municipal transport companies
with a view to promoting and rationalising the public service. Transports
Metropolitans de Barcelona (TMB) was created in 1979, and since then it
has managed both the Metro and the buses.
The social movements that emerged with force from the struggle against
Franco also made demands on transport. The trade unions achieved improvements
in working conditions and pay for their workers, and the neighbours' associations
demanded the extension of the Metro and buses running to the neighbourhoods
that were still without public transport. To achieve this they did not
hesitate (as in Nou Barris, Santa Coloma and Badalona) to hijack vehicles
or build symbolic Metro stations in rough masonry (in Nou Barris, El Carmel
and towns so far from Barcelona as Sant Boi de Llobregat). The citizens'
movement also organised itself against increases in fares, and called
for fare integration (finally achieved in 2001) and the promotion of collective
transport, as the only way to reduce the traffic and pollution caused
by private cars.
The 1977, the 266 million passengers of the Metro exceeded those of the
buses for the first time. The number of users of the Metro (280 million
in 1990; 294 million in 2000) has far surpassed that of the buses, which
between 1990 and 2000 maintained the number of passengers at 203 million
per year. Ferrocarrils de la Generalitat had 53 million users in 1990
and 95 million in 2000, and the local lines of RENFE had 45 million passengers
in 1990 and 61 million in 2000. The total number of journeys on public
transport was 653 million in 2000 in Barcelona and almost 800 million
in the whole metropolitan area.
One of the reasons for this increase in the use of the public transport
network, especially the Metro, is that it has been progressively extended.
In fact, it has been extended fairly slowly in comparison with the Metro
of Madrid, which has 150 kilometres compared with the 81 kilometres (111
stations) in Barcelona (seven kilometres and thirteen stations more if
one adds the two lines of Ferrocarrils de la Generalitat). The Metro of
Barcelona is still suffering from the failure to carry out the ambitious
plans of 1966 (seven lines) and 1974 (121 kilometres of network), which
were shelved in the first Plan drawn up by the Generalitat in 1984. Nevertheless,
Line 2 was finally opened (in two stages, 1995 and 1997), and Line 4 has
been extended from Guinardó to Roquetes (1982) and Trinitat Nova
(1999) at one end, and to La Pau (1982) and Badalona (1985) at the other
end; Line 1 has been extended to Santa Coloma de Gramenet (1983 and 1992)
at one end, and to L'Hospitalet (1983) and Bellvitge (1987) at the other;
Line 5 has been extended to Cornellà (1983), and Line 3 has been
extended to Montbau (1985) and Canyelles (2001).
The fleet of buses, which carries 203 million persons per year, has been
completely modernised. In 1997, of the 882 vehicles covering 77 routes,
772 had air conditioning and 272 a low floor and access platform for the
disabled. In 2002 there were 972 buses serving the 2,167 stops of the
90 lines in the city, which has 92 kilometres of bus lanes. The local
railway lines of RENFE (four lines) and the Generalitat (two lines and
thirteen stations) long ago lost their image of unpunctual "mule
trains", and now provide a modern regional Metro service.
Present and future challenges
Public transport in Barcelona, which successfully met the challenge of
the 1992 Olympics but (unlike private transport) did not benefit from
its investments, is now looking towards the Forum of the Cultures of 2004
as a first stop on the way to 2010. This is the date laid down as the
end of the spectacular Master Plan of Infrastructures (MPI), which was
approved in April 2002 and assigned 7,300 million euros to the public
transport network in the whole Metropolitan Area. This investment is to
provide 251 new kilometres of Metro and railway (mainly Line 9, from Badalona
and Santa Coloma to the airport through Bon Pastor, La Sagrera, El Carmel,
Sarrià and the Free Zone, and Line 12, between Sarrià and
Castelldefels) and 29.5 kilometres of tramway. The latter include the
euphemistically named "light metros" of Can Cuiàs and
Can Ruti, the tramway that is to connect the neighbourhoods on the banks
of the River Besòs, and the Trambaix, which is already being built
at the northern end of Avinguda Diagonal. This will involve the construction
of 230 new stations and 235 new trains, making up for the low level of
from Barcelona as Sant Boi de Llobregat). The citizens' movement also
organised itself against increases in fares, and called for fare integration
(finally achieved in 2001) and the promotion of collective transport,
as the only way to reduce the traffic and pollution caused by private
cars.
The 1977, the 266 million passengers of the Metro exceeded those of the
buses for the first time. The number of users of the Metro (280 million
in 1990; 294 million in 2000) has far surpassed that of the buses, which
between 1990 and 2000 maintained the number of passengers at 203 million
per year. Ferrocarrils de la Generalitat had 53 million users in 1990
and 95 million in 2000, and the local lines of RENFE had 45 million passengers
in 1990 and 61 million in 2000. The total number of journeys on public
transport was 653 million in 2000 in Barcelona and almost 800 million
in the whole metropolitan area.
One of the reasons for this increase in the use of the public transport
network, especially the Metro, is that it has been progressively extended.
In fact, it has been extended fairly slowly in comparison with the Metro
of Madrid, which has 150 kilometres compared with the 81 kilometres (111
stations) in Barcelona (seven kilometres and thirteen stations more if
one adds the two lines of Ferrocarrils de la Generalitat). The Metro of
Barcelona is still suffering from the failure to carry out the ambitious
plans of 1966 (seven lines) and 1974 (121 kilometres of network), which
were shelved in the first Plan drawn up by the Generalitat in 1984. Nevertheless,
Line 2 was finally opened (in two stages, 1995 and 1997), and Line 4 has
been extended from Guinardó to Roquetes (1982) and Trinitat Nova
(1999) at one end, and to La Pau (1982) and Badalona (1985) at the other
end; Line 1 has been extended to Santa Coloma de Gramenet (1983 and 1992)
at one end, and to L'Hospitalet (1983) and Bellvitge (1987) at the other;
Line 5 has been extended to Cornellà (1983), and Line 3 has been
extended to Montbau (1985) and Canyelles (2001).
The fleet of buses, which carries 203 million persons per year, has been
completely modernised. In 1997, of the 882 vehicles covering 77 routes,
772 had air conditioning and 272 a low floor and access platform for the
disabled. In 2002 there were 972 buses serving the 2,167 stops of the
90 lines in the city, which has 92 kilometres of bus lanes. The local
railway lines of RENFE (four lines) and the Generalitat (two lines and
thirteen stations) long ago lost their image of unpunctual "mule
trains", and now provide a modern regional Metro service.
Present and future challenges
Public transport in Barcelona, which successfully met the challenge of
the 1992 Olympics but (unlike private transport) did not benefit from
its investments, is now looking towards the Forum of the Cultures of 2004
as a first stop on the way to 2010. This is the date laid down as the
end of the spectacular Master Plan of Infrastructures (MPI), which was
approved in April 2002 and assigned 7,300 million euros to the public
transport network in the whole Metropolitan Area. This investment is to
provide 251 new kilometres of Metro and railway (mainly Line 9, from Badalona
and Santa Coloma to the airport through Bon Pastor, La Sagrera, El Carmel,
Sarrià and the Free Zone, and Line 12, between Sarrià and
Castelldefels) and 29.5 kilometres of tramway. The latter include the
euphemistically named "light metros" of Can Cuiàs and
Can Ruti, the tramway that is to connect the neighbourhoods on the banks
of the River Besòs, and the Trambaix, which is already being built
at the northern end of Avinguda Diagonal. This will involve the construction
of 230 new stations and 235 new trains, making up for the low level of
investment in the public transport network of Barcelona in the last twenty
years and raising the number of journeys from the current 800 million
to 1,200 million per year.
The Metropolitan Transport Authority, created in 1997 and composed of
the Generalitat, Barcelona City Council and the Metropolitan Transport
Entity, with the State and RENFE as observers, must face this challenge,
which includes the arrive of the high speed train to the city. If the
MPI is to avoid staying on the drawing board, like its predecessors, the
collaboration of the institutions will be necessary. But if the new collective
transport culture is to win the battle against private cars, it will require
the collaboration of the authorities, the economic actors and the general
public. To take a lesson from history, the challenge is to consolidate
trials such as that of Avinguda Diagonal in 1997 in order to reintroduce
the tramway, and above all to demand a quality service in the Metro and
buses and suitable investments and measures to provide a public transport
adapted to a modern and sustainable city.
Page 68
Knowledge for improvement: the BEST project 
by Manuel Villalante director of studies, coordination and presidential
advisor. transports metropolitans de barcelona
In all the cities and metropolitan areas of Europe, the persons in charge
of public transport are considering how they can increase the quality
of the collective transport service. This increase in quality must make
public transport competitive with private transport in terms of time and
cost.
With this common aspiration, the European Union expresses the need to
promote public transport as a basic alternative for urban and metropolitan
mobility.
The White Paper of the European Commission European Transport Policy for
2010: Time to Decide is an example of this political will. In this context
of standardisation of transport policies, several actions aimed at exchanging
experiences through the process called benchmarking have been carried
out.
One of these experiences is the BEST Project (Benchmarking in European
Service of public Transport), which I will deal with in this article.
Firstly, I will briefly define a process of benchmarking: it is conceived
as a process for identifying and adapting habits (exceptional and outstanding
practices) of organisations of any part of the world in order to help
any similar organisation to improve its action (performance), with a continual
willingness to admit that someone is best at something and to learn from
them.
A complete benchmarking process must go through four stages which form
the "Deming Wheel". These stages are related continually; the
process does not end because one must improve continually.
Briefly, each of these stages includes:
1. Planning: Determining the objective and the procedure
2. Gathering: Gathering information and investigating to discover the
objective and the procedure in detail
3. Analysing: Identifying the deviation between the action and the objective
4. Adapting: Revising and improving the objective and the procedure
From here one starts again but with a new improved planning, and so on,
in a permanent process of continual improvement.
The metropolitan areas of the four Nordic capitals (Stockholm, Copenhagen,
Helsinki and Oslo) started this process of benchmarking, the BEST Project,
in 2000, in order to share information and experiences among public transport
experts of the four metropolitan areas.
The BEST Project started on the initiative of the Metropolitan Transport
Authority of Stockholm, Storstockholms Lokaltrafik (SL), with the technical
support of the Swedish Institute of Opinion, TEMO, which carried out the
surveys and the research work.
The main objectives of the BEST Project are:
o To increase knowledge of the needs, demands and expectations of public
transport users.
o To create learning processes among the professionals involved.
o To establish a network of professional work in the field of public transport.
In fact, the main objective of the BEST Project is to foster an increase
in the use of public transport in metropolitan areas, with the conviction
that a high degree of satisfaction with the public transport system will
favour an increase in its use.
As stated above, the Nordic countries, and specifically the metropolitan
areas of Stockholm, Copenhagen, Helsinki and Oslo, started the BEST Project
as a pilot test in 2000. This first pilot test of the BEST Project started
an annual consultation of each of the regions on the degree of satisfaction
with their public transport system. This characteristics of this survey
are described in the technical details presented below.
Technical details:
o Universe: citizens of over fifteen years of age.
o Area (of Barcelona): Central Agglomeration (35 municipalities).
o Technique: telephone interview.
o Sample distribution: proportional to population.
o Sample selection: random among the members of the home.
o Dimensions of the sample: 1,000 interviews.
o Field work: performed in Barcelona by the ÁREA INVESTIGACIÓN
institute from 12 to 30 March 2001.
The BEST Project was established in 2000 as a project for long-term continual
improvement. This is why it was decided to make annual measurements of
all the areas in order to share experiences, always bearing in mind the
opinion of the citizens -whether or not they are users- on the public
transport system (modes of public transport in each area). Therefore,
the survey had to be carried out each year with the same methodological
characteristics in all the areas.
The survey determines the state of satisfaction of citizens with the public
transport system according to the following aspects: recommendation of
use of public transport, value for money, social image, comfort, personal
safety, behaviour of the employees, information, reliability and services
offered, and general satisfaction.
The results presented in these charts analyse the percentage of citizens
who agree or disagree with the different aspects, which are broken down
into different items that will be explained beside each chart.
In the BEST 2000 study, Helsinki obtained the best score in five of the
nine aspects that were examined, in addition to the best general level
of satisfaction, and Copenhagen obtained the best score in the four remaining
aspects. The other two regions did not come first in any aspects. (Refer
to page no. 70.)
The participants of the benchmarking in 2000 were joined in 2001 by four
more metropolitan regions: Barcelona (TMB), Munich (SWM),Turin (MTA) and
Vienna (WL, VOR). The eight regions participating in BEST 2001 have characteristics
that make them comparable, but there are considerable differences, as
can be seen in the table. (Refer to page no. 70.)
The BEST Project is also being carried out in 2002, this year with the
following participating regions: Stockholm (SL), Oslo (Sporveien/ SL),
Helsinki (HKL), Copenhagen (HUR/ DSB), Vienna (Wienerlinien/ VOR), Barcelona
(TMB), Geneva (OTC), London (TfL) and Manchester (GMPTE).
As stated above, BEST 2001 was carried out in eight regions. The surveys
were carried out in March in each area, with the results shown below.
(Refer
to page no. 71.)
Comments on the results of BEST 2001
Barcelona obtained the best score both overall and in five of the nine
aspects analysed.
This reinforces the good image that the citizens of the Metropolitan Area
of Barcelona have of their public transport system, which we already detected
in other studies.
It must, however, be taken into account that at the time when the survey
of BEST 2001 was carried out there was a very positive and well publicised
scenario with regard to the present and future of the public transport
system. It was a time of consolidation of the fare integration system
and of definition and debate on the future growth of the public transport
network in the framework of the new Master Plan of Infrastructures (2001-2010),
and more specifically the extension of Line 3 of the Metro.
Furthermore, the survey covered not only users of the public transport
system, but also the general public. Also, the growing level of demand
of advanced societies has a great effect on the levels of satisfaction.
In other words, one may have high quality public transport services, but
if the level of demand is high, the levels of satisfaction will be low.
This would explain the fact that some metropolitan areas, particularly
the Nordic ones, obtain lower levels of satisfaction than Barcelona, though
they have balanced transport networks with a highly consolidated integration.
Quality studies at TMB
As I stated at the beginning of this article, and as can be seen in stage
2 of the Deming wheel (gather), it is very important to have the best
information available, not only on each process and on other organisations,
but also on the system, and particularly on the customers.
TMB (Transports Metropolitans de Barcelona) carries outs studies to determine
the satisfaction of users with the service and the level of fulfilment
of the quality objectives:
o The CSI (customer satisfaction index) for the Metro and the bus analyses
the desired quality (expectations) and the quality perceived by the customers
(perceptions). The CSI is an indicator that determines the level of quality
perceived by customers. It was first introduced in 1991 and has been carried
out annually, covering the degree of satisfaction of Metro and bus users.
This index is not based only on the direct level of satisfaction of the
customers, but also takes into account the importance that each customer
gives to the different aspects of the service. This importance is used
to weight the level of satisfaction of each aspect and thus provides the
general CSI.
o In addition to the technical indicators of the running of the service,
in 2000 the objective quality index (OQI) was introduced as an indicator
of the objective quality offered in the different aspects of the service.
It considers aspects of the service that are very relevant for the customers,
on which it is desired to know the level of quality objectively and comparably.
This study is carried out using the "mystery customer" technique
through objective and standardised personal observation using specialised
external personnel, with results that are strictly for internal use.
These two studies meet the need to connect as far as possible the four
rings of the "quality circle"; one can thus bring the area of
desire as close as possible to the area of reality and the area of organisation
to the area of the customer.
Thus, with regard to the area of the customer, there is:
- The desired quality, which is located in the area of desires
- The perceived quality, which is situated in the area of realities.
With regard to the area of organisation there is:
- The objective quality, which is located in the area of desires
- The offered quality, which is located in the area of realities.
The final and ideal objective is to achieve the maximum correlation between
the offered quality and the perceived quality, and at the same time a
minimum difference between the perceived quality and the desired quality.
Also, the objective quality must be correlated as far as possible with
the offered quality.
The results of the CSI 2001 for the Metro and bus show that, measured
as a level of importance, the expectations of the users of the Metro and
bus are considerably different due to the different characteristics of
the two modes of collective transport.
For the Metro the most important aspect is security and for the bus it
is waiting time. There is thus a certain correlation between the strong/weak
points of each service and the expectations of the customer. In other
words, the emotional aspects of the Metro (personal safety, environment,
cleanness
) have high levels of importance and low levels of satisfaction
and the same occurs with the service aspects in buses (waiting time, fulfilment
of timetables, speed of journey
).
The general index of the CSI is thus obtained with all the scores of satisfaction
of each aspect weighted by the importance of each one. One thus obtains
a very sensitive general index: it not only takes into account the customers'
evaluation of the service offered, but it does so according to the same
customers' expectations.
As stated in all the indicators and studies presented, at TMB there is
a great and growing concern to know as accurately as possible the perception
of the citizens and particularly that of the users of public transport
services.
Far from causing self-complacency, the results obtained -some of them
very positive like those of the BEST Project- should spur us on to continually
improve public transport.
Page 80
A fundamental element in urban transformation 
by Xavier Casas first deputy mayor. chairman of transports metropolitans
de barcelona
In recent years, the Metropolitan Area of Barcelona, an authentic city
of cities, has undergone an increase in mobility, mainly due to internal
migration, the consolidation of a single labour market and the reinforcement
of the polarity and capacity of attraction of the city of Barcelona. These
and other reasons have consolidated the role of the metropolitan area
as the basic scenario in which mobility must be analysed and planned.
This area of influence is gradually being extended, and currently includes
almost all of the seven counties that surround the city of Barcelona and
form the Metropolitan Region of Barcelona (RMB).
As shown in the latest survey of the Region of Barcelona drawn up by the
Institute for Regional and Metropolitan Studies, and the studies made
for the Pact for Mobility, hundreds of thousands of persons travel in
the area for work, study or leisure. This is an increasing phenomenon,
particularly in the Metropolitan Area of Barcelona, which operates for
all purposes as a single urban reality, with a single labour market and
a central city that acts as a pole of attraction.
Taking this into account, there is an obvious need to plan the mobility
of the whole Metropolitan Region of Barcelona homogeneously and logically
in order to achieve a rational, comfortable, affordable and sustainable
system that helps to improve our quality of life whilst respecting nature
and the environment as far as possible.
If we analyse the current situation, we find that of the 3.1 million journeys
that are made every day only within the city of Barcelona, 59% are made
on public transport. In other words, it is the most popular means of transport.
If one analyses the internal-external journeys, i.e. those that start
or end in a town other than the city, private vehicles are the most widely
used means of transport, representing 64% of the total of 2.1 million
journeys.
Public transport is used for 39% of the daily journeys within the city
of Barcelona, compared with 25% for private vehicles. These percentages
are accentuated in favour of the car as one moves away from Barcelona
through the rings of the Metropolitan Region, so the average level of
use of public transport is only 18% of the journeys. The figure falls
to 2% for journeys between municipalities of the second and third ring
that do not cross Barcelona.
These figures clearly show the need to provide the Metropolitan Region
of Barcelona with a public transport system that is competitive with private
transport in terms of quality, time and cost. The promotion and development
of collective transport is a key element in a policy aimed at sustainable
mobility such as that applied by Barcelona City Council.
The necessary metropolitan planning
The disappearance in 1987 of the Metropolitan Corporation, which was responsible
for public transport and urban planning in the 27 municipalities of the
area of Barcelona, marked the loss of an instrument for integrated planning
of metropolitan mobility and regional development. The creation of the
MTE (Metropolitan Transport Entity), with responsibilities for a smaller
area and only passenger transport, failed to compensate for the loss of
this necessary local framework of integrated planning. In 1997, as a result
of local demands, the MTA (Metropolitan Transport Authority) was created
as a consortium composed of the Generalitat of Catalonia (51%), Barcelona
City Council (25%) and the MTE (24%). The main aims of the MTA are the
planning of the metropolitan public transport network, the organisation
of an integrated fare system and the concertation of the subsidies to
collective public transport.
At that time, public transport in the Metropolitan Region of Barcelona
had two major shortcomings: economic penalties in the use of different
modes of transport, and physical penalties in the exchange between non-integrated
modes and networks of transport.
A suitable framework was required to extend the cover of public transport
and to form an authentic system by integrating the different networks
at a functional and physical level and with regard to fares.
It was not until 10 years later that the local authorities once more had
a say in the planning of the metropolitan public transport system.
In 1997, as a result of municipal demands, the MTA (Metropolitan Transport
Authority) was created as a consortium composed of the Generalitat of
Catalonia (51%), Barcelona City Council (25%) and the MTE (24%). The main
aims of the MTA are the planning of the metropolitan public transport
network, the organisation of an integrated fare system and the concertation
of the subsidies to collective public transport.
At that time public transport in the Metropolitan Region of Barcelona
had two major shortcomings: economic penalties in the use of different
modes of transport and physical penalties in the exchange between non-integrated
modes and networks of transport. A suitable framework was required to
extend the cover of public transport and to form an authentic system by
integrating the different networks at a functional and physical level
and with regard to fares. The MTA has developed two lines of action to
compensate for these shortcomings: fare integration and the Master Plan
of Infrastructures 2001-2010 (MPI).
Fare integration
Fare integration was introduced progressively in the course of 2001 in
the whole area of the MRB and the process was completed on 1 January 2002
with the integration of the local network of RENFE.
The new tickets, T-Trimestre, T-Jove and T-Familiar, were also introduced
at this time to favour the more frequent users of public transport. The
incorporation and funding in the framework of the integrated fare system
of fare concessions, which are currently funded by the local authorities,
is still pending. The results of the process of fare integration show
that in the MRB the use of public transport has increased by 6.9% overall.
The total number of journeys in the MRB in 2001 was 759 million, including
both journeys made with integrated tickets and journeys made with the
tickets of each operator and single-mode tickets. Journeys combining different
modes of transport represented about 19% of the total number of journeys,
whereas before fare integration they only represented about 8%.
The master plan of infrastructures
The other major line of action of the MTA was to plan the extension of
the public rail transport network in the area of the MRB, which is known
as the Master Plan of Infrastructures (MPI).
The MPI was agreed by the Authorities responsible for transport to meet
the needs for public transport infrastructures in the area of the MRB
between now and 2010.
Its basic objectives are:
o To significantly increase the number of journeys on collective public
transport and to increase the use of public transport in comparison with
that of private vehicles in all areas of the MRB.
o To ensure that the availability of collective public transport with
a fixed infrastructure is a driving force for the functioning of the metropolitan
area, the introduction of activities in the MRB and the international
competitiveness of Barcelona.
o To guarantee the highest economic and social efficacy of public investments
in the metropolitan transport system through integral planning and by
distributing the investment among the different modes of transport according
to the expected demand in each area.
The main aim of the MPI is therefore to promote rail infrastructures,
though it also takes into account the infrastructures associated with
road passenger transport: bus stations, dissuasive parking and modal exchange.
The aim of the MPI is to remedy the historic deficit that the MRB has
had up to now. As stated above, there is an increasing decentralisation
of economic activity, especially industry and services, but Barcelona
still maintains its polarity, which generates an increase in mobility
and in the length of journeys. The total investment necessary to carry
out the MPI is 7,295.746 million euros.
The most emblematic work of the MPI is the construction of the new L-9
Metro line that will connect the higher area of Barcelona and the Barcelonès,
and will increase the network effect, with a total of 14 new interchangers
and transfer with all the Metro lines of TMB, the FGC and RENFE. The combination
of these two factors will lead to an increase in demand of 90 million
passengers per year. L-9 is the longest Metro line being designed in Europe,
with 46 new stations and a length of 41 km.
The approval and execution of the MPI will resolve a historic deficit
of Barcelona and its metropolitan area, and if it is continued it will
ensure quality of life and competitiveness in the area of the MRB.
Despite the investments that will be made through the application of the
MPI, which are still to be specified, and the major improvements in infrastructures
that it will involve, it has been late in coming. Over a ten-year period
until 2010 it will involve investing each year the same amount that has
been invested in the last 10 years.
activity, especially industry and services, but Barcelona still maintains
its polarity, which generates an increase in mobility and in the length
of journeys. The total investment necessary to carry out the MPI is 7,295.746
million euros.
The most emblematic work of the MPI is the construction of the new L-9
Metro line that will connect the higher area of Barcelona and the Barcelonès,
and will increase the network effect, with a total of 14 new interchangers
and transfer with all the Metro lines of TMB, the FGC and RENFE. The combination
of these two factors will lead to an increase in demand of 90 million
passengers per year. L-9 is the longest Metro line being designed in Europe,
with 46 new stations and a length of 41 km.
The approval and execution of the MPI will resolve a historic deficit
of Barcelona and its metropolitan area, and if it is continued it will
ensure quality of life and competitiveness in the area of the MRB.
Despite the investments that will be made through the application of the
MPI, which are still to be specified, and the major improvements in infrastructures
that it will involve, it has been late in coming. Over a ten-year period
until 2010 it will involve investing each year the same amount that has
been invested in the last 10 years.
In the last 7 years, 20 km of new rail infrastructure (Metro and regional
urban FGC) were created, and with the application of the MPI it is planned
to build approximately 280 km of railway lines and tram lines in a period
of ten years.
In parallel to the investments that have been made to date to extend the
rail network, within the programme to improve surface transport the Nit
Bus service of the MTE has been extended to meet the demand for night-time
mobility. In 2001 the use of the public transport at night increased by
14.5% in comparison with 2000.
Night-time mobility has specific (quantitative and qualitative) characteristics
that differentiate it from daily and non-daily daytime mobility, and the
planning of the cover and frequency of the night-time bus network must
therefore also be differentiated.
Plaça Catalunya has become the central point of exchange for the
different modes of night-time transport. Night-time transport also forms
part of the integrated fare system, with the advantages that this involves
for intermodality.
Furthermore, at the end of last year, the MTA put into service a night-time
network of buses to connect Barcelona to the towns in the Metropolitan
Region. This service has 17 lines that operate between midnight and 5
am and also form part of the integrated fare system. This service is the
result of the demand of the citizens of the MRB for night-time services,
because after the extension of the Metro timetable the rail services left
a time bracket (midnight to 5 am) without public transport service.
Thanks to the creation of this service, Barcelona and its area of influence
have collective public transport 24 hours a day.
Actions of TMB to improve the network
Transports Metropolitans de Barcelona (TMB) is the main collective public
transport operator in the conurbation of Barcelona, and 70% of the journeys
in the MRB are made on its Metro and Bus networks.
In September 2001, with the opening of 3 new stations of the L-3 Metro
line, the Metro network of TMB was extended by 2.4 new kilometres to reach
a total length of 83.6 km.
The timetable was also extended to midnight on all working days in four
lines (1, 2, 3 and 5) that have already been adapted by the installation
of rigid catenaries. In Line 4 this system is being installed, and will
allow the timetable to be extended at the end of this year.
Another major effort made by TMB is the application of the Improvement
Plan for its bus network. This Plan has two lines of action: an improvement
in frequency with the incorporation of 100 new buses, the creation of
new lines of the Neighbourhood Bus, and the extension of the routes of
some conventional lines.
Of the 100 new buses, 35 run on natural gas, which is the first step towards
the incorporation of this less polluting fuel in the fleet of TMB. In
the next few years the target is to have 250 buses running on natural
gas.
Barcelona is also participating as a pilot city in the European project
for the future fuel cell bus known as the "hydrogen bus". The
first buses of this European pilot test will be seen in Barcelona in 2003.
The improvement of the network of buses of TMB falls within the Plan of
Transport Services for the MRB, which is currently being drawn up by the
MTA and will lead to the improvement of the cover of the surface network
in the whole metropolitan area.
All these medium- and long-term actions of growth and improvement of the
transport network form part of a process of transformation of the city
in which public transport is considered as an essential element for the
major actions of urban transformation that the city is facing.
The extension of the airport, the arrival of the high-speed train in the
Sant Andreu - Sagrera area, the extension of the Port and the development
of District 22@ in the Poblenou are some of the actions that would not
be viable if public transport were not considered as a key element for
their accessibility.
The objective of a mobility model that does not prejudice future generations,
i.e. a model of sustainable mobility, cannot be achieved only by improving
public transport. A competitive, high-quality public transport is a necessary
but not sufficient condition for achieving sustainable mobility.
One must first find a formula of regional organisation for the integral
planning of mobility and regional development. However, it is also very
necessary to achieve the participation and consensus of the social and
economic actors and of the general public with regard to the development
of sustainable mobility. The Pact for Mobility reached between the City
Council and over 40 citizens organisations, and its fulfilment, mark the
path to be followed.
The establishment of the Metropolitan Transport Authority, a consortium
between the local government and the Generalitat, has been a very important
step towards the coordination of the different systems of public collective
transport in the Metropolitan Region of Barcelona.
However, one more step forward must be made. A good planning and management
of mobility must bear in mind all the aspects that may be involved, such
as urban planning and the location of activities and services. There is
a need for an overall design of all the needs, and this can only be done
coherently through a metropolitan body with the necessary powers to take
decisions to provide a coherent, rational and sustainable growth of the
region of the main urban agglomeration in Catalonia.
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