California High-Speed Rail

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California High-Speed Rail
CAHSRA Logo.svg
San Joaquin River Viaduct under construction in 2019
San Joaquin River Viaduct under construction in 2019
Overview
Owner California High-Speed Rail Authority
Area served San Francisco Bay Area
San Joaquin Valley
Southern California
Locale California, United States
Transit type High-speed rail
Number of stations21 (proposed)
Chief executiveBrian P. Kelly
Website
Operation
Operation will start2029 (Central Valley Segment)
Operator(s) DB International USA
Technical
System length c. 171 mi (275 km) (central leg)
c. 520 mi (840 km) (Phase 1)
c. 800 mi (1,300 km) (proposed including Phase 2) [1]
No. of tracks2 (4 in stations)
Track gauge4 ft 8+12 in (1,435 mm) standard gauge
Electrification25 k V 60 Hz AC overhead line [2] [3]
Top speed220 mph (350 km/h) maximum
110 mph (180 km/h) San Francisco–Gilroy [4] & Los Angeles–Anaheim [5]

California High-Speed Rail (CAHSR or CHSR) is a publicly funded high-speed rail system under construction in the U.S. state of California. Its goal is to connect the Anaheim Regional Transportation Intermodal Center in Anaheim and Union Station in Downtown Los Angeles with the Salesforce Transit Center in San Francisco via the Central Valley, providing a one-seat ride between Union Station and San Francisco in 2 hours and 40 minutes, a distance of 380 miles (610 km). Future extensions (in Phase 2) are planned to connect southward to stations in San Diego County via the Inland Empire, as well as northward to Sacramento. It will be implemented in a number of self-supporting segments, as resources become available.

CAHSR plans to eventually operate on dedicated, grade-separated tracks for the entirety of its route between San Jose and Burbank with maximum speeds of up to 220 miles per hour (355 km/h). The San Francisco–San Jose and Los Angeles–Anaheim sections will be shared with local trains in a "blended system." The project is owned and managed by the state of California through the California High-Speed Rail Authority (CHSRA). The Bakersfield to Los Angeles segment will be the first instance of a direct passenger train route between the cities since the termination of the Southern Pacific Railroad's San Joaquin Daylight in 1971.

The CAHSRA was established by an act of the California State Legislature and tasked with presenting a high-speed rail plan to the voters. This plan, Proposition 1A, was approved by voters in 2008 after the presentation and was assigned a $9 billion bond to begin construction on the initial leg of the network.

The project has been widely described as troubled, [6] [7] being far behind its initially proposed schedule and suffering from management turmoil, problems with procuring land, and engineering issues. [8] [9] In addition, the cost of the project has risen from an estimate of $33 billion in 2008 to $113 billion in 2022. [10] [8] According to a poll in April 2022, 56 percent of California voters supported continuing the project, while 35 percent opposed continuing it. [11]

Current status and plans

Status of the project (as of February 2022)

The California High Speed Rail Authority is continually reevaluating how to bring the project authorized by voters into existence, and revising its plans accordingly. Every two years they must present a Business Plan to the legislature. Highlights of the 2022 Business Plan include:

Currently 119 miles (192 km) of right-of-way are under construction in the Central Valley, but an additional 52 miles (84 km) are necessary at the ends to extend the system to Merced and Bakersfield to make an effective HSR system segment. Due to current financial (and other) constraints, the Authority will focus on five actions:

  1. Adding the additional 52 miles to the right-of-way (33 miles (53 km) north to Merced, and 17 miles (27 km) south to Bakersfield) and launching a 171-mile (275 km) HSR-operable segment between Merced and Bakersfield (linking three high growth areas in the Central Valley). The environmental approvals have been completed for both extensions, and work on route acquisition and construction will be performed as funding is available. The Merced station (at the north end) will provide a transfer point to the Altamont Corridor Express (ACE) and San Joaquins (Amtrak) rail routes to Sacramento and the Bay Area (San Francisco and Oakland), and the Bakersfield station (at the south end) will have a transfer to Thruway Bus Service for travel to Southern California.
  2. In 2022, the contract for the Track and System construction will be procured for the 119-mile (192 km) segment. Power availability along the route is inadequate in a few places, so that will also need to be remedied. When the initial 119 miles of right-of-way are completed, and track and necessary signaling and power are installed, there will be a two-year period of testing HSR trainsets, trackage, and control systems while the construction proceeds on the north and south extensions.
  3. By the end of 2024, all the necessary route selection, preliminary planning, and environmental approvals will be completed for the entire 500-mile (805 km) Phase 1 system. Thus, it will be ready to be constructed when funding becomes available. As of April 2022, roughly 380 miles (612 km) have been approved. In particular, the routes from San Jose to Palmdale and from Burbank to Los Angeles have been approved. [12] San Francisco to San Jose is expected to be approved in 2022, Palmdale to Burbank in 2023, and Los Angeles to Anaheim in 2024. [13]
  4. Other “bookend” investments to advance HSR projects will continue: (a) electrification of Caltrain and grade separations (plus other related improvements) in the 51 miles (82 km) between San Francisco and San Jose in Northern California, and (b) in Southern California projects to upgrade and ready LA's Union Station and other improvements. These investments will provide immediate benefits in more efficient, more environmentally beneficial, and safer operation of higher speed trains in the San Francisco and Los Angeles metropolitan areas. These modifications will also make those transit systems ready for the inclusion of HSR trainsets when linked in the Phase 1 system, since the HSR trainsets will be sharing trackage and have integrated schedules with local transit.
  5. When ready, the initially operational HSR system (171 miles (275 km) long) will be opened to public use under a contracted Early Train Operator. The system would then be composed of four stations (Merced, Fresno, Kings/Tulare, and Bakersfield), use four trainsets on two tracks, and operate at a speed of 180 mph (290 km/h). Additional trainsets and the Madera station will be added as resources and needs permit. An earlier projection indicated that this system could be operational by 2029. More recently, on its website the Authority says (as of November 2021) it plans to "Commence testing of the electrified high-speed system in 2025, certify trains by 2027, and put electrified high-speed trains in service by the end of the decade." [14]

A major addition to the development and operation plan is a new emphasis on risk analysis and risk mitigation, with these integrated into the formal authorization process. Also, contingency reserves are being increased. Current revenue and expense projections indicate that getting the 171-mile (275 km) segment operable is feasible.

After the effort of building the current 171-mile segment, the next priority is to complete the next extension (going further west and north) to connect to Gilroy and San Jose (the southern terminus of the Caltrain system). This will allow HSR trainsets to run from San Francisco to Bakersfield.

The full 500-mile (805 km) Phase 1 system between San Francisco and Anaheim in earlier plans was to be completed in 2033; however, this has been slowed by unanticipated issues. The Phase 2 extensions to Sacramento and San Diego are still in the preliminary planning stages.

The project will require legislative action in the next couple years, so the issues raised by the Peer Review Group and the project consultant (KPMG) will help the legislature select from the Board's proposed plans or other alternatives. The legislative decisions will profoundly affect the course of the project.

Construction progress

The start of construction in Phase 1 is divided into four Construction Packages (CP):

CP1 includes 32 miles (51.5 km) from Avenue 17 north of Madera to East American Avenue south of Fresno. The contract was signed in August 2013 with groundbreaking on January 6, 2015 in Fresno. Construction is well underway with a majority of the individual projects either complete or under construction. Construction is expected to continue into late 2023. [15]

CP2-3 includes 65 miles (104.6 km) from East American Avenue south of Fresno to 1 mile (1.6 km) north of the Tulare / Kern County border. The contract was signed in June 2015 with the joint venture of Dragados USA/Flatiron Construction. Groundbreaking took place in August 2018. Construction of CP2-3 is expected to continue into late 2023. [15]

CP4 includes 22 miles (35.4 km) adjoining the end of CP2-3 to the intersection of Poplar / Madera Avenue northwest of Shafter. The contract was signed the 29th of February in 2016, and is estimated to be 84.3% complete as of June 2022. [16] Construction is expected to be completed by the beginning of March 2023. Track and systems work is planned to begin along the CP4 segment once construction on CP4 is complete.

Route and stations

Locations of planned California High-Speed Rail route and stations. Phase I: black; Phase II: teal. The separate Brightline West system is shown in cyan. Station and route locations are approximate in some cases.

On August 13, 2008, California Assembly Bill 3034 (AB 3034) was approved by the state legislature and signed by Governor Arnold Schwarzenegger on August 26, 2008. [17] The bill was submitted to California voters in the November 2008 election as Proposition 1A and approved. [18] With the voter's mandate, AB 3034 specified certain route and travel time requirements. Among these were that the route must link downtown San Francisco with Los Angeles and Anaheim and must link the state's major population centers together, "including Sacramento, the San Francisco Bay Area, the Central Valley, [the] Los Angeles Basin, the Inland Empire, Orange County, and San Diego." The first phase of the project must link San Francisco with Los Angeles and Anaheim. Up to 24 stations were authorized for the completed system. [19]

This system was scheduled be built in two phases. Phase 1 was to be approximately 520 miles (840 km) long, with completion expected in 2029. Phase 1 would connect the downtowns of San Francisco, Los Angeles, and Anaheim using high-speed rail through the Central Valley. [20] In Phase 2, the route was planned to be extended north from the Central Valley to Sacramento and east from Los Angeles through the Inland Empire and then south to San Diego. Upon completion the total system length would have been approximately 800 miles (1,300 km).

On February 18, 2016, the Rail Authority released its 2016 Draft Business Plan, [21] which significantly altered its near-term plans for the system implementation. While construction was always intended to begin in the Central Valley, the Initial Operating Section (IOS) has always had two options: extend from the Central Valley northward toward the Bay Area (the IOS-North, San Jose to Bakersfield), or southward to Southern California (IOS-South, Merced to San Fernando Valley). In the 2012 and 2014 Business Plans the goal was to implement the IOS-South, but a 2016 analysis of the funding available and time necessary to bring an IOS online the rail authority proposes the IOS-North be implemented instead. The proposal, named the Silicon Valley to Central Valley Line, is expected that sufficient funding will be available to bring this segment online by 2031. [22] The rail authority state its commitment to pursue additional funding to complete the Phase 1 system by 2033. [22]

The updated business plan also reduced the cost of the system from US$67.6 billion to US$64.2 billion for Phase 1; this included a savings of US$5.5 billion based on actual experience, improved plans, and other feedback, but also an additional US$2.1 billion cost for improvements to the Los Angeles to Anaheim corridor. [23] The 2016 Business Plan estimated the cost to completion of the Silicon Valley to Central Valley line was US$20.6 billion. [24] The public had 60 days, from February 19, 2016, to submit comments on the Draft 2016 Business Plan to the rail authority. The plan was adopted by the rail authority in April 2016, and submitted by legal requirement to the California State Legislature on May 1, 2016. [22]

The Initial Construction Segment (ICS) of high-speed tracks runs from Merced to Bakersfield in the Central Valley. Simultaneously with the ICS construction, there are "bookend" and connectivity investments [25] including electrification of the San Francisco Peninsula Corridor used by Caltrain, improvements to tracks and signaling for both Metrolink in the LA area and Caltrain, and better passenger interconnections for Caltrain, Amtrak, and other Northern California rail lines.

Phase 1

All stations in this table represent proposed service. Station names in italics are optional stations that may not be constructed. In most cases existing stations will be re-purposed for high-speed rail service, with the exception of completely new stations at Merced, Fresno, Kings–Tulare, and Bakersfield.

Station Location Status Completion [26] Connecting rail services Connecting bus services Notes
Salesforce Transit Center San Francisco Existing, train station and connecting tunnel unfunded postponed Caltrain
( BART, E Embarcadero, F Market & Wharves, Muni Metro via pedestrian tunnel)
AC Transit, Amtrak Thruway Motorcoach, Blue & Gold Fleet, Golden Gate Ferry, Golden Gate Transit, Greyhound, Paratransit Service, Red & White Fleet, San Francisco Bay Ferry, Muni, Chariot Transit, SamTrans, WestCAT Lynx
San Francisco–4th and King Street Existing, modifications needed 2031 Caltrain, Muni Metro, E Embarcadero Muni, Flixbus [26]
Millbrae Intermodal Terminal Millbrae BART, Caltrain
( AirTrain (SFO) via BART)
SamTrans
Diridon Station San Jose ACE, BART, Caltrain, Capitol Corridor, Coast Starlight, VTA Light Rail Amtrak Thruway Motorcoach, California Shuttle Bus, DASH, Highway 17 Express, Monterey-Salinas Transit, RTD, VTA
Gilroy Gilroy Caltrain Monterey-Salinas Transit, San Benito County Express, VTA
Merced Merced Planning agreement in place 2029 ( CVS) ACE, San Joaquin (train) YARTS
Madera near Madera Community College Center San Joaquin (train) [27] [28]
Fresno Fresno Existing, modifications needed YARTS, Fresno Area Express
Kings–Tulare Regional Station near Hanford Cross Valley Corridor (planned)
Bakersfield Bakersfield Planning agreement in place San Joaquin (train) Kern Transit
Palmdale Transportation Center Palmdale 2033 Metrolink, Brightline West (planned) Amtrak Thruway Motorcoach, AVTA, Santa Clarita Transit, Greyhound Lines LA County Beach Bus (summer only)
Burbank Airport Station Burbank Coast Starlight, Metrolink, Pacific Surfliner Metro Burbank
Los Angeles (Union Station) Los Angeles Existing, modifications needed Coast Starlight, Metro, Metrolink, Pacific Surfliner, Southwest Chief, Sunset Limited, Texas Eagle Antelope Valley Transit Authority, Big Blue Bus, Citadel Outlets Express, Dodger Stadium Express, [29] FlyAway, Foothill Transit, Greyhound, Metro, Metro Bus Rapid Transit, OC Bus, Santa Clarita Transit, Torrance Transit Union Station
Norwalk–Santa Fe Springs Norwalk Optional, no decision made Metrolink, Metro (planned) Metro
Fullerton Fullerton Metrolink, Pacific Surfliner OC Bus
Anaheim (ARTIC Station) Anaheim Existing, modifications needed postponed Greyhound, Metro, OC Bus, ART Images

Note: The California High-Speed Rail Authority considered a mid-peninsula station in Redwood City, Mountain View, or Palo Alto, but it was removed from the business plan in May 2016 due to low ridership projections, although the possibility was raised of adding one in the future. [30]

Communities impacted

During Phase 1, the project displaced or adversely impacted Mexican, Cambodian and Japanese immigrants, homeless outreach organizations, homeless shelters, firefighters, nonprofits working with welfare recipients, thrift stores, and disadvantaged communities such as Wasco. [31] [32]

Phase 2

In 2015, the following stations and options were proposed. Existing train stations, if any, are linked. There is often a choice of alignments, some of which may involve the construction of a new station at a different location.

Sacramento extension

The segment from Merced to Sacramento will be built on dedicated high-speed rail tracks and go to:

San Diego extension

The southernmost segment from Los Angeles to San Diego will be built on dedicated high-speed rail tracks with several routing and stations options. Key stations are identified as: [33]

Trains may additionally call at:

Proposals for services through a future second Transbay Tube, [34] a San JoseOakland line, and a StocktonUnion City line have been studied but are not in the Phase 2 plan adopted by voters statewide. [35]

History

Legislative

In 1996, the California High-Speed Rail Authority (CHSRA) was established to begin formal planning in preparation for a ballot measure in 1998 or 2000. [36] [37] The CHSRA, a state agency run by a board of governors, is required by law to operate without a subsidy, and to connect the state's major cities in the Bay Area, Central Valley, and Los Angeles Basin. Phase 2 (which has no timetable yet) would extend the system northward through the Central Valley to the Sacramento Valley Station in Sacramento and southward through the Inland Empire to the San Diego International Airport in San Diego.

In 2008, California voters approved the issuance of $9 billion in bonds for high speed rail in Proposition 1A, [38] a measure to construct the initial segment of the network. Proposition 1A and other legislation set certain performance standards for the project: [39]

  • Minimum 200 miles per hour (320 km/h) where conditions permit
  • Maximum travel time between SF and LA not to exceed 2 hr 40 min
  • Financially self-sustaining (operation and maintenance costs fully covered by revenue)

On January 28, 2010, the White House announced that California would receive $2.25 billion for California High Speed Rail. [40] Over the course of 2010 and 2011, the federal government awarded the Authority a further $4 billion in high-speed rail funding. [41] [42] [43]

In June 2014, state legislators and Governor Jerry Brown agreed to apportion the state's annual cap and trade funds so that 25% goes to high speed rail. [44] The state's Legislative Analyst's Office estimated that cap-and-trade income in 2015 and 2016 could total $3.7 billion, of which $925 million would be allocated to HSR. [45] The LAO's predictions were proven incorrect in its own revised report dated May 26, 2016, "State auction revenue will be about $1.8 billion in 2015–16" due to a weak May 2016 auction. [46]

On September 30, 2015, the Authority posted the names of 30 large firms who were interested in financing, constructing, and operating the California HSR system. [47]

Legal

In 2014, the CHSRA was challenged on its compliance with its statutory obligations under Proposition 1A (John Tos, Aaron Fukuda, and the Kings County Board of Supervisors v. California High-Speed Rail Authority). The case was split into two parts. The ruling in the first was that the requirements for the financing plan, environmental clearances, and construction plans did not need to be secured for the entire project before construction began, but only for each construction segment. The second part considered three Proposition 1A legal requirements: (1) Can the train travel from Los Angeles (Union Station) to San Francisco (Transbay Terminal) in two hours and 40 minutes? (2) Will the train require an operational subsidy? (3) Does the new "blended system" approach meet the definition of high-speed rail in Proposition 1A? Judge Kenny ruled on March 8, 2016, that although serious issues were raised, they are not "ripe for review" and that (because this is "an ongoing, dynamic, changing project") he noted "the authority may be able to accomplish these objectives at some point in the future." This did not preclude the possibility of future legal action against the Authority on these issues. [48]

On December 15, 2014, the federal Surface Transportation Board determined (using well-understood preemption rules) that its approval of the HSR project in August "categorically preexempts" lawsuits filed under the California Environmental Quality Act (CEQA). This determination is still being tested in the California courts in a similar case, Friends of Eel River v. North Coast Railroad Authority. [49][ needs update]

The case John Tos, et al. v. California High-Speed Rail Authority objected to funding plans approved by the Authority's board of directors for the San Francisco to San José corridor electrification project and the Central Valley construction segment. It alleges the actions were unconstitutional, relying on AB 1889 (dated 2016), which was an unconstitutional law because it was not approved by the voters, per Proposition 1A. In November 2018, the Superior Court ruled in the Authority's favor. More recently, an appeal was filed May 2019 in the Third District Court of Appeal. As of the 2020 Revised Business Plan, a decision is still pending.

Construction

On December 2, 2010, the Authority Board of Directors voted to begin construction on the first section of the system from Madera to Fresno.

In July 2012, the California legislature and Gov. Jerry Brown approved construction of the high-speed system. [50] [51]

Fresno hosted a groundbreaking ceremony on January 6, 2015, to mark the commencement of sustained construction activities. [52]

As of June 2022, construction has been completed or is underway on 67 of 93 structures, and on 87 miles of guideway of the 119 miles of the initial system. [53] For the Bakersfield and Merced extensions (52 additional miles), advanced design work, right-of-way mapping, and identification of utility relocation work is underway.

Speed requirements

According to Proposition 1A, the train must be fully electric and capable of a sustained operating speed of no less than 200 miles per hour (320 km/h). [54] There are also a number of travel time benchmarks. The important benchmarks applicable to Phase 1 of the project are: (1) a maximum nonstop travel time between San Francisco and San Jose of 30 minutes, and (2) a maximum nonstop travel time between San Jose and Los Angeles of 2 hours and 10 minutes. (Thus, a nonstop time from San Francisco to Los Angeles in 2 hours and 40 minutes.) In addition, the achievable operating headway between successive trains must be less than 5 minutes. [54]

Maximum nonstop travel times for each corridor must not exceed the following times, according to Proposition 1A: [54]

  1. San Francisco– Los Angeles Union Station: 2 hours, 40 minutes
  2. Oakland–Los Angeles Union Station: 2 hours, 40 minutes
  3. San Francisco–San Jose: 30 minutes
  4. San Jose–Los Angeles: 2 hours, 10 minutes
  5. San Diego–Los Angeles: 1 hour, 20 minutes
  6. Inland Empire–Los Angeles: 30 minutes
  7. Sacramento–Los Angeles: 2 hours, 20 minutes

The Authority's plan is still within the requirement, and meets the current global standard for HSR speeds.

  • San Francisco to San Jose nonstop over the blended-system trackage at 102 miles per hour (164 km/h) for (51 miles (82 km)) = 30 min. (note 30 min. is the maximum allowed).
  • San Jose to Los Angeles nonstop at 220 miles per hour (350 km/h) for (417 miles (671 km) or 437 miles (703 km)) = 1 hr. 54 min. or 1 hr. 59 min. (note 2 hr. 10 min. is the maximum allowed). Even at a slower 200 miles per hour (320 km/h) the times would be 2 hrs. 5 min. or 2 hrs. 11 min. (Note: since the final SF–LA route has not been adopted, the route length will be between the two numbers given.)

Chinese High Speed Rail has been operated at speeds in excess of 217 miles per hour (349 km/h) since October of 2017, after several years of running at only 200 miles per hour (320 km/h). A Siemens Velaro trainset without any modifications has posted a speed record well in excess of 400 kilometres per hour (250 mph), though economic considerations keep them limited to 320 kilometres per hour (200 mph) in revenue service. The French Alstom TGV Duplex is also able to sustain speeds of 360 km/h, as have shown several days of testing in 2008, [55] not to mention all new TGV speed lines designed for 320 km/h are tested at the speed of 352 km/h (commercial speed + 10%) by TGVs. [56] [57]

The current trainset specification requires the capability of sustained speeds of 220 miles per hour (350 km/h). [54] So, ultimately it is up to the trainset manufacturers to meet the Authority's speed requirement, since the proposed route and speed do meet the Proposition 1A requirements.

Rolling stock

Artist's rendering of a TGV-Type California High-Speed Rail trainset with livery; this type of train is used in all CHSRA materials, but since the exact model of trainset to be acquired is not known, this is only illustrative.

Acquisition

In January 2015, the California High Speed Rail Authority issued a request for proposal (RFP) for complete trainsets. The proposals received will be reviewed so that acceptable bidders can be selected, and then requests for bids will be sent out.

Per the 2020 Business Plan, in the limited initial operational system (171 miles, from Merced to Bakersfield) only four trainsets will be required.

It is estimated that for the entire Phase 1 system up to 95 trainsets might be required. [58] Initially only 16 trainsets are anticipated to be purchased. [59] Trainset expenses, according to the 2014 Business Plan, are planned at $889 million for the IOS (Initial Operating Segment) in 2022, $984 million for the Bay to Basin in 2027, and $1.4 billion for the completed Phase 1 in 2029, for a total of $3.276 billion. [60]

In February 2015, ten companies formally expressed interest in producing trainsets for the system: Alstom, AnsaldoBreda (now Hitachi Rail Italy), Bombardier Transportation, CSR, Hyundai Rotem, Kawasaki Rail Car, Siemens, Sun Group U.S.A. partnered with CNR Tangshan, and Talgo. CSR merged with CNR in June 2015 to form CRRC Corporation, bringing the number of companies down to eight. [61] Bombardier Transportation completed its merge with Alstom by January 2021. [62]

Due to all of the company acquisitions and mergers, the number of companies now qualified for the tender is seven. The qualified companies are Alstom, Siemens Mobility, Talgo, Hitachi Rail Italy, CRRC, Hyundai Rotem, and Kawasaki Rail Car.

Specifications

In addition to many other requirements: [63]

  • each trainset will have a sustained continuous speed of 220 mph (350 km/h);
  • a maximum testing speed of 242 mph (389 km/h);
  • a lifespan of at least 30 years;
  • a length no longer than about 680 feet (210 m);
  • the ability to operate two trainsets as a single "consist" (a long train);
  • have control cabs at both ends of each trainset and the ability to go equally well in either direction;
  • pass-by noise levels (82 feet (25 m) from track) not to exceed 88 dB at 155 mph (249 km/h) and 96 dB at 220 mph (350 km/h)
  • have at least 450 seats and carry 8 bicycles;
  • have seating for first class and business class passengers as well as have space for wheelchairs;
  • have food service similar to airplane-style serving;
  • allow for use of cellphones, broadband wireless internet access, and onboard entertainment services;
  • have a train communications network to notify passengers of travel/train/station/time information;
  • and also have earthquake safety systems for safe stopping and exiting.

One specification causing difficulty is the HSR train requirement for a floor height of 50 in (130 cm) above the rails. This is too high for Caltrain trains, which have a floor height of only 25 in (64 cm) (Metrolink trains have a similar issue). In October 2014, Caltrain and the Authority agreed to work together to try to implement "level-boarding" on the shared station platforms. [64] The Authority resisted lowering their trainset floor height, [65] but a solution was found with Caltrain's new Stadler KISS EMUs which will feature doors at two heights, with the higher doors compatible with the CHSR platforms. [3]

Some have expressed concerns about noise. The 96 dB limit at 350 km/h (25 m from track) is an antequated requirement, as the 1988 TGV Atlantique achieved those noise levels. [66] Since then, significant aerodynamic and noise level improvements have been made with newer trains.

An additional factor for the selection of a model is the Buy America regulation. The Federal Railroad Administration has granted a waiver for just two prototypes to be manufactured off-shore before the remaining trainsets (initially 15 to 20 trains) would need to be built according to the rules. [67] These were mentioned as a significant reason that Chinese manufacturers dropped out of the Brightline West (then known as XpressWest) project with similar technical trainset specifications. [68]

Operations

In October 2017, the California High Speed Rail Authority announced that the DB International US consortium had been chosen as the Early Train operator for initial operations. [69] This decision came after a Request for Qualifications was put out by the Authority looking for well established groups able to provide operational guidance for the future system once opened.

In April 2017, the CHSRA announced it had received five responses to its request for qualifications for the contract to assist with the development and management of the initial phase of the high speed line and be the initial operator. [70] [71]

Economic projections

In addition to the direct reduction in travel times the HSR project will produce, there are other anticipated benefits, both general to the state, to the regions the train will pass through, and to the areas immediately around the train stations.

Statewide economic growth and job creation

In 2009, the Authority projected that construction of the system will create 450,000 permanent jobs through the new commuters that will use the system, [72] and that the Los Angeles–San Francisco route would be able generate a net operating revenue of $2.23 billion by 2023, [72] consistent with the experience of other high-speed intercity operations around the world. [73] [74] The 2012 Economic Impact Analysis Report by Parsons Brinkerhoff (project managers for the Authority) also indicated substantial economic benefits from high-speed rail. [75]

Even Amtrak's high-speed Acela Express service generates an operating surplus that is used to cover operating expenses of other lines, Amtrak says. [76] Amtrak calculates this in a way which is not equivalent to the way that it determines the costs of other train services, and most of the Acela's costs for using track and fuel are paid for by Silver Service long-distance trains, according to Trains Magazine's Fred Frailey.[ citation needed]

The 2022 Business Plan estimates that as of June 2021, the statewide economic benefits of the project included 64,400-70,500 job-years of employment, $4.8-$5.2 billion in labor employment, and $12.7-13.7 billion in economic output. The business plan also notes that as of February 2022, 699 small businesses statewide have been involved in the project.

Environmental benefits

According to a 2022 Carbon Footprint Calculator on the Authority website, [77] the environmental benefits of the system include CO2e/GHG emissions savings per passenger round-trip of:

  • 142 pounds on the Merced-Bakersfield Initial Operating Segment
  • 349 pounds for San Francisco-Los Angeles
  • 303 pounds for San Jose-Burbank
  • 389 pounds for San Francisco-Anaheim
  • 337 pounds for San Francisco-Burbank

The Authority estimates that by 2040, the system could carry 50 million riders per year, and that at full operation, the reduction of greenhouse gas emissions will be equivalent to removing 400,000 vehicles off the road. [78]

Regional benefits

In its 67-page ruling in May 2015, the federal Surface Transportation Board noted: "The current transportation system in the San Joaquin Valley region has not kept pace with the increase in population, economic activity, and tourism. ... The interstate highway system, commercial airports, and conventional passenger rail systems serving the intercity market are operating at or near capacity and would require large public investments for maintenance and expansion to meet existing demand and future growth over the next 25 years or beyond." [79] Thus, the Board sees the HSR system as providing valuable benefits to the region's transportation needs.

The San Joaquin Valley is also one of the poorest areas of the state. For example, the unemployment rate near the end of 2014 in Fresno County was 2.2% higher than the statewide average. [80] And, of the five poorest metro areas in the country, three are in the Central Valley. [81] The HSR system has the potential to significantly improve this region and its economy. A large January 2015 report to the CHSRA examined this issue. [82]

In addition to jobs and income levels in general, the presence of HSR is expected to benefit the growth in the cities around the HSR stations. It is anticipated that this will help increase population density in those cities and reduce "development sprawl" out into surrounding farmlands. [83]

Ridership and revenue concerns

In May 2015, the Los Angeles Times published an article by critics on the estimated operational revenue of the system in "Doing the math on California's bullet train fares". [84] The article raised a number of doubts that the system could be self-supporting, as required by Prop 1A, and ended by quoting Louis Thompson (chairman of an unnamed state-created review panel) who said "We will not know until late in the game how everything will turn out." [85]

The Due Diligence Report (2008) projected fewer riders by 2030 than officially estimated: 23.4 to 31.1 million intercity riders a year instead of the 65.5 to 96.5 million forecast by the Authority and later confirmed by an independent peer review. [86]

The Authority's initial ridership estimates were unrealistically high,[ citation needed] and have been revised several times using progressively better estimating models, including risk analysis and confidence levels. The 2014 study (at a 50% confidence level) estimated the following ridership/revenue figures:

  • 2022 (IOS): 11.3 million riders / $625 million
  • 2027 (Bay to Basin): 19.1 million riders / $1055.6 million
  • 2029 (Phase 1 initial): 28.4 million riders / $1350.4 million
  • 2040 (Phase 1 mature): 33.1 million riders / $1559.4 million [87]

Project budget concerns

The project's cost and scope have long been a source of controversy. Election year proponents promised a $50 one-way Los Angeles to San Francisco fare. [88] In 2012, the Authority re-estimated the project's year-of-expenditure cost at $68.4 billion. [89] In 2015, the estimated cost of a fare from LA to San Francisco had risen to $86. [88] In March 2022, the Authority revised its estimate to $93.5 billion, pushing initial service to 2029 and services from Los Angeles to San Francisco to 2033. [90] [91]

The Reason Foundation's Due Diligence Report (2008) projected that the final cost for the complete system (including both Phases I, II and an additional East Bay phase) would be $65.2 to $81.4 billion (2008). Current estimates from the Authority estimate a total cost for Phase 1 of $93 billion. [92] The Authority has using Design-Build construction contracts to counter the tendency toward cost over-runs. All of the construction is to be done via "design-build" proposals wherein each builder is given leeway in the design and management of construction, but not the ability to run back with contract change orders except for extraordinary problems. The builder is given specifications but also given the freedom to meet them in their own way, plus the ability to modify the construction plans in an expeditious and cost-effective manner. [93] This however has been changed in 2022, as new contracts now are following the Design-Bid-Build format.

The California Legislative Analyst's Office published recommendations on May 10, 2011, which they said will help the high-speed rail project be developed successfully. They recommended that the California legislature seek flexibility on use of federal funds and then reconsider where construction of the high-speed rail line should start. They also recommended that the California legislature shift responsibility away from the Authority and fund only the administrative tasks of the Authority in the 2011–12 budget. [94]

In January 2012, an independent peer review panel published a report recommending the Legislature not approve issuing $2.7 billion in bonds to fund the project. [95] The panel of experts was created by state law to help safeguard the public's interest. The report said that moving ahead on the high-speed rail project without credible sources of adequate funding represents a financial risk to California.

Prior to the July 2012 vote, State Senator Joe Simitian, (D- Palo Alto), expressed concerns about financing needed to complete the project, asking: "Is there additional commitment of federal funds? There is not. Is there additional commitment of private funding? There is not. Is there a dedicated funding source that we can look to in the coming years? There is not." [96] The lobbying and advocacy group Train Riders Association of California also considered that Bill SB 1029 "provides no high-speed service for the next decade". [97]

In July 2014, The World Bank reported that the per kilometer cost of California's high-speed rail system was $56 million, more than double the average cost of $17–21 million per km of high speed rail in China and more than the $25–39 million per km average for similar projects in Europe at the time. [98] High real estate prices in California and three large mountain ranges to cross contribute to the difference. For example, Construction Package 2–3 in the farmland of the flat Central Valley works out to $11.4 million per km, although this figure does not include electrification or property values, so it is roughly comparable internationally. Furthermore, the proposed High Speed 2 in Great Britain is estimated to be more expensive on a per mile basis than the Californian system.

As of May 2015, both construction packages awarded have come in significantly under staff estimates. For example, Construction Package 1 came in 20% under staff estimates ($985 million versus $1.2 billion), [99] and Construction Package 2-3 came in under by 17% to 28% ($1.365 billion[ citation needed] versus $1.5–2 billion).

In December 2016, an internal-use-only draft risk assessment produced by the Federal Railroad Administration was delivered to the California Rail Authority which warned that the ICS (Merced-Bakersfield) segment could cost as much as $9.5 billion instead of the $6.4 billion originally budgeted, if certain challenges weren't addressed, including delays in environmental planning, lags in processing invoices and failures to acquire needed property. Federal Railroad Administration spokesman Matthew Lehner said that the draft risk assessment "is a standard oversight tool used on major capital projects – not just California", and he is confident the state can meet its deadline with continued focus and hard work. [100] Concern over the article prompted the Authority to send a letter on January 13, 2017, to the Legislature that said that the characterization of cost overruns, delays, and potential lapses of funds are not borne out by the facts, and that other key federal findings were ignored. [101] After downplaying risks of cost overruns, in January 2018 under a new CEO, the Authority acknowledged that cost estimates for the initial segment had increased to $10.6 billion. [102] [103]

In 2018, it was estimated that the first phase of CHSR will cost $77 billion in year-of-expenditure dollars, assuming a 2033 completion year and 3% inflation. [104]

Public opinion, peer review, and criticism

There are two types of criticism: the legally established "peer review" process that the legislature established for an independent check on the Authority's planning efforts, [105] and public criticisms by groups, individuals, public agencies, and elected officials.

As of the February 2015 conference Bold Bets: California on the Move?, which is hosted by The Atlantic magazine and Siemens, Dan Richard, the chair of the Authority, warned that not all issues to get the HSR system in place had been resolved at that time. [106]

Peer Review Group

The California Legislature established the California High-Speed Rail Peer Review Group to provide independent analysis of the Authority's business plans and modeling efforts. Their documents are submitted to the Legislature as needed.

The most recent critiques are "Statement of Louis S. Thompson, Chairman, Peer Review Group, to California Assembly Transportation Committee Oversight Hearing", March 28, 2016, and "Comment on Revised 2016 Business Plan, April 25, 2016.

Key points in their review of the 2016 Business Plan include:

  • The Group still believes the Southern IOS is superior, but recognizes that the Northern IOS is more financially feasible at this time with limited resources.
  • Future funding sources are still uncertain for meeting projected needs, so there is a critical need for the Legislature to provide future guidance re financing sources and amounts.
  • The lack of connection to downtown San Francisco and downtown Bakersfield will adversely affect ridership and income, especially in the initial startup period.
  • To close these gaps, significant additional funding in the amount of $2.9 billion would be needed. The Authority is suggesting that Federal monies could be obtained for this, although this is very uncertain now.
  • The blended system approach raises some significant issues that need resolution before it is feasible.
  • There are some critical assumptions concerning construction costs, the ability to spend American Recovery and Reinvestment Act funding while it is still available, and the ability to securitize Cap and Trade funding for future use.

Professional studies

Two papers have been made of station siting and design in Europe.

Eric Eidlin, an employee of the Federal Transit Administration (Region 9, San Francisco), in 2015 wrote a study funded by the German Marshall Fund of the United States comparing the structural differences of the three relative to HSR and their historical development. [107] He also focused on the issue of station siting, design, use, and impact on the surrounding community. From this, he developed ten recommendations for CAHSRA. Among these are:

  • Develop bold, long-term visions for the HSR corridors and stations.
  • Where possible site HSR stations in central city locations.
  • In rural areas emphasize train speed, in urban areas emphasize transit connectivity.
  • Plan for and encourage the non-transit roles of the HSR stations.

Eidlin's study also notes that in California there has been debate on the disadvantages of the proposed blended service in the urban areas of San Francisco and Los Angeles, including reduced speeds, more operating restraints, and complicated track-sharing agreements. There are some inherent advantages in blended systems that have not received much attention: shorter transfer distances for passengers, and reduced impacts on the neighborhoods. Blended systems are in use in Europe. [108]

A 202-page study by A. Loukaitou-Sideris, D. Peters, and W. Wei of the Mineta Transportation Institute at San Jose State University in 2015 compared examples of "blended systems" in Spain and Germany where conventional and high-speed rail (HSR) services either used the same tracks over a portion of track or at a specific station. [109] The study found that blended systems were cheaper to build, required less space, and provided easy transfers between different modes of transportation but resulted in lower system capacity (due to greater separation distances required when combining HSR and conventional traffic), were often not possible to properly implement in urban areas due to the additional land area requirements for passing sidings and resulted in additional challenges operations and caused frequent delays. [110]

Think tank studies

Right-libertarian think tank Reason Foundation, [111] the Howard Jarvis Taxpayers Association, and the Citizens Against Government Waste published a study which they named the "Due Diligence Report" (2008) critiquing the project. [112] In 2013, Reason Foundation published an "Updated Due Diligence Report" (2013). [113] Key elements of the updated critique include:

  • operating train speed higher than any existing HSR system at the time
  • unrealistic ridership projections
  • increasing costs
  • no clear funding plan
  • incorrect assumptions regarding HSR alternatives
  • increasing fare projections

This 2013 critique was based on the 2012 Business Plan. Although the 2012 Business Plan has been superseded by the 2022 Business Plan, the critique does include the Blended System approach using commuter tracks in SF and LA.

James Fallows in The Atlantic magazine summarized all the public criticisms thus, "It will cost too much, take too long, use up too much land, go to the wrong places, and in the end won't be fast or convenient enough to do that much good anyway." [85]

Public opinion surveys

The Public Policy Institute of California (PPIC) March 2016 Statewide Survey [114] indicated that 63% of Californians think the project is either very important or somewhat important, but costs are an issue.

Support also varies by location (with the San Francisco Bay Area the highest at 72%, and lowest in Central Valley at 56%), by race (Asians 66%, Latinos 58%, Whites 44%, and Blacks 42%), and age (declining sharply with increasing age). Support also notably varies by political orientation. The percentage of supporters and opponents by party is: Democrat (supporters 59% v. opponents 38%), Independent (supporters 47% v. opponents 50%), and Republican (supporters 29% v. opponents 69%).

Dan Richard, chair of the Authority, said in an interview with James Fallows that he believes approval levels will increase when people can start seeing progress, and trains start running on the tracks. [106]

Related projects

Brightline West connection to Las Vegas

Brightline West (formerly Desert Xpress and XpressWest) is a project that since 2007 has been planning to build a high-speed rail line between Southern California and Las Vegas, Nevada, part of the "Southwest Rail Network" they hope to create. The rail line would begin in Las Vegas and cross the Mojave Desert stopping 5 miles outside of Victorville, California and eventually terminating in Palmdale, California (where it would connect with CAHSR and Metrolink). This route would total about 230 miles (370 km). Lisa Marie Alley, speaking for CAHSRA, said that there have been ongoing discussions concerning allowing the trains to use CAHSRA lines to go further into the Los Angeles area, although no commitments have been made as yet. While many approvals have been obtained for the rail line from Victorville to Las Vegas, the section from Palmdale to Victorville has none as yet. [115] In September 2018, Florida-based railway company Brightline purchased the rights and assets to the connection. [116] As of May 2022, Brightline West has yet to begin construction after several years of delays and setbacks due to lack of investor interest as well as environmental and economic hurdles. The project is currently estimated to cost upwards of $8 billion.

Alternative infrastructure proposals

Some have offered the idea that instead of risking the large expenditures of high-speed rail, existing transportation methods should be increased to meet transportation needs. In a report commissioned by the Authority, a comparison was made to the needed infrastructure improvements if high-speed rail were not constructed. According to the report, the cost of building equivalent capacity to the $68.4 billion (YOE) Phase 1 Blended plan, in airports and freeways, is estimated to be at minimum $119 billion (YOE) for 4,295 new lane-miles (6,912 km) of highway, plus $38.6 billion (YOE) for 115 new airport gates and 4 new runways, for a total estimated cost of $158 billion. [117]

" Hyperloop" was an alternative system that Elon Musk had proposed as a replacement for CAHSR. Musk had previously criticized the high-speed rail project as being too expensive and not technologically advanced enough. On August 12, 2013, he released a "high-level alpha design" for a Hyperloop transit system concept which he claimed would travel over three times as fast and cost less than a tenth of the rail proposal. [118] [119] The following day, he announced a plan to construct a demonstration of the concept. [120] Musk's claims were subject to significant debate and criticism, in particular that the costs were still unknown and likely understated, the technology had and still has not been proven enough for statewide implementation, the route proposed did not meet the needs of providing statewide transportation, and it did not meet the legal requirements of Proposition 1A and so would have required a whole new legal underpinning. [121] One critical flaw with the Hyperloop plan is that it would carry significantly fewer passengers per trip compared to a conventional high-speed rail system and, as of 2022, no sizable Hyperloop prototypes have been constructed to demonstrate that such a system is possible to construct on an intercity scale.

Further reading

  • CHSRA's 2022 Business Plan describes the latest project goals, financing, and development plans. ( SB 1029 (enacted in 2012) requires the Authority to produce a revised business plan every two years. [51])
  • James Fallows in The Atlantic magazine wrote a series of 17 articles (from July 2014 to January 2015) about the HSR system which covers many aspects of the system, criticisms of it, and responses to those criticisms.
  • The "Bold Bets: California on the Move?" conference was hosted February 2015 by The Atlantic magazine and Siemens. There were some significant discussions, presentations, and interviews. Dan Richard, chair of the Authority, was interviewed by James Fallows. [106]

Footnotes

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  3. ^ a b "KISS Double-Decker Electric Multiple Unit EMU for Peninsula Corridor Joint Powers Board (CALTRAIN), California, USA" (PDF). Archived from the original (PDF) on October 6, 2016. Retrieved October 16, 2016.
  4. ^ "HSR Q+A: Blended System & Passing Tracks with Boris Lipkin". California High-Speed Rail Authority. 2020. Archived from the original on December 12, 2021. Retrieved October 12, 2020.
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  6. ^ "California high-speed rail's latest threat: L.A. Wants to spend money locally". June 16, 2021.
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  8. ^ a b "Unions are the powerhouse behind California's troubled bullet train. A big test awaits". Los Angeles Times. June 9, 2021.
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