Norman Carlson, ChairmanDon Orseno, Executive Director/CEO

2017

FACT BOOK

TABLE ofCONTENTSOverview 4

System Map 5

Ridership 6

By the Numbers 7

Benefits 8

Diversity 9

Mission, Vision and Strategic Goals 10

History 12

Metra Board of Directors 14

Operating Budget and Capital Program 15

Metra’s Biggest Challenge 17

How We Compare to Other Railroads 18

3

Metra is one of the largest and most complex commuter

rail systems in North America, serving Cook, DuPage,

Will, Lake, Kane and McHenry counties in northeastern

Illinois. The agency provides service to and from downtown

Chicago with 241 stations over 11 routes totaling nearly

500 route miles and approximately 1,200 miles of

track. Metra operates more than 700 weekday trains,

providing about 300,000 passenger trips each weekday.

The Metra service area encompasses more than 3,700

square miles. Metra owns and operates four rail lines (Rock

Island, Metra Electric, Milwaukee North and Milwaukee

West). Three Metra lines are operated by Metra employees

over freight railroad-owned track through trackage rights

or lease agreements (Heritage Corridor, North Central

Service and SouthWest Service). Four additional Metra

lines are operated directly by freight railroads through

purchase-of-service agreements (BNSF, Union Pacific

North, Union Pacific Northwest and Union Pacific West).

4

OVERVIEW

25 percent of all U.S. freight traffic travels through Chicago.

SYSTEM MAP

5

UP-N

UP-NW

UP-W

MD-N

MD-W

NCS

BNSF

ME

HC

SWS

RI

Winthrop Harbor

Zion

Waukegan

North Chicago

Great Lakes

Lake Blu�

Lake Forest

Fort SheridanHighwood

Highland Park

Braeside

Glencoe

Hubbard WoodsWinnetka

Indian Hill

Ravinia

KenilworthWilmette

Central St. (Evanston)

Davis St. (Evanston)

Main St. (Evanston)

Rogers Park

Ravenswood

Clybourn

CHICAGO

To Keno

sha

Fox Lake

Ingleside

Long LakeRound Lake

Grayslake

Libertyville

LakeForest

Deer�eld

Lake CookRd.

Northbrook

Glenview

N. Glenview

Golf

Morton Grove

Edgebrook

Forest Glen

Mayfair

Irving Park

Wester

n

GraylandHealy

Harvard

McHenry

Woodstock

Crystal Lake CaryPingree Rd.

Fox River Grove

Barrington

Palatine

Arlington ParkArlington Heights

Mt. ProspectCumberland Des Plaines

Dee Road

Norwood ParkGladstone Park

Je�erson Park

Big Timber

Elgin

National St.(Elgin) Ba

rtle

tt

Han

over

Par

k

Scha

umbu

rg

Rose

lleM

edin

ah

Itasc

a

Woo

d D

ale

Bens

envi

lle

Man

nhei

m

Fran

klin

Park

Rive

r Gro

ve

Elm

woo

dPa

rkM

ont C

lare

Mar

sGa

lew

ood

Hans

on P

ark

Grand/Cicero

Edison ParkRosemontSchiller ParkFranklin Park

Park Ridge

Elburn

Wes

t Chi

cago

Win

�eld

Whe

aton

Colle

ge A

ve.

Gle

n El

lyn

Lom

bard

Villa

Par

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Elm

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t

Berk

eley

Bellw

ood

Mel

rose

Par

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May

woo

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Rive

rFo

rest

Oak

Park

Kedzie

Aurora Rout

e 59

La F

ox

Gen

eva

Nap

ervi

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Lisl

e

Belm

ont

Mai

n St

.(D

owne

rs G

rove

)

(Dow

ners

Gro

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Fairv

iew

Ave

.W

estm

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Clar

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n H

ills

Wes

t Hin

sdal

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Hig

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ook�

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Hol

lyw

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ve.

Berw

ynLa

Verg

ne

Cice

ro

WesternHalste

d

Joliet

Lockport

Lemont

Willow Springs

Summit55th-56th-57th St.

Laraway Road(New Lenox)

Washington St.(Grayslake)

New Lenox

Manhattan

Mokena-Front St.Hickory Creek

Tinley Park/80th Ave.

Tinley Park179th St.(Orland Park)

Oak ForestMidlothian

RobbinsVermont St. (Blue Island)

Prairie123rd St.119th St.115th St.111th St.107th St.103rd St.

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

Brainerd

153rd St.(Orland Park)

143rd St.(Orland Park)

Palos ParkPalos Heights

Worth

Chicago Ridge

OakLawn

AshburnWrightwood

University ParkRichton Park

Matteson211th St. (Lincoln Hwy.)Olympia Fields

Flossmoor

HomewoodCalumet

Hazel Crest

147th St. (Sibley Blvd.)Harvey

144th St. (Ivanhoe)

137th St. (Riverdale)

To S.Bend

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

McCormick Place27th St.

47th St.35th St./

“Lou” Jones53rd St.

83rd87th91st St.95th St.

103rd St.107th St.111th St. (Pullman)115th St. (Kensington)

59th63rd

75th79th

Gresham

95th St.

WashingtonHghts.

Stony Island

Bryn Mawr

South Shore

Windsor Park

79th St.83rd St.

87th St.93rd St.

Blue I

sland

Burr

Oak

Ashla

nd A

ve.

Racin

e Ave

.W

. Pull

man

Stew

art R

idge

State

St.

UP-N

MD-NUP-NW

LAKEMICHIGAN

MD-W

UP-W

BNSF

HC

RI

SWS

LAKEMcHENRY

COOK

DU PAGE

ILLINOIS / WISCONSIN STATE LINE

ILLI

NO

IS /

IND

IAN

A S

TATE

LIN

E

ME

SS

N

WILL

KANE

O'Hare Transfer

ProspectHeights

Wheeling

Bu�alo Grove

Prairie ViewVernon Hills

Mundelein

Prairie CrossingPrairie Crossing

Round Lake Beach

Lake Villa

Antioch NCS

La G

rang

e Rd

.

Hegewisch

Union Pacific NorthChicago (Ogilvie Transportation Center) to Kenosha

Union Pacific NorthwestChicago (Ogilvie Transportation Center) to Harvard

Union Pacific WestChicago (Ogilvie Transportation Center) to Elburn

Milwaukee District NorthChicago (Union Station) to Fox Lake

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

North Central ServiceChicago (Union Station) to Antioch

BNSF RailwayChicago (Union Station) to Aurora

Metra ElectricChicago (Millennium Station) to University Park

Heritage CorridorChicago (Union Station) to Joliet

SouthWest ServiceChicago (Union Station) to Manhattan

Rock IslandChicago (LaSalle Street Station) to Joliet

Five Collar Counties Suburban Cook County

Chicago Outside the Region

41%

40%

17%

2%

Caucasian

Black/African-American

Hispanic/Latino

73%

13%

7%

6%

METRA RIDERSHIP by RESIDENCE

METRA RIDERSHIP by ETHNICITY

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

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

RIDERSHIP

6 Asian/Asian-Pacific

million passenger trips in 2016

weekday trains

Saturday trains

Sunday trains

train stations

miles of track

route miles

locomotives

BY the NUMBERS80.4

241

1,155

488

149

709

845

186

24

90,779

571

12

308

175

823

diesel railcars

electric railcars

bridges

grade crossings

rail yards

parking spaces

fuel facilities

7

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

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

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

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

402

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

8

9

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

DIVERSITY

METRA’S WORKFORCE

(Data Through December 31, 2016)

DBE CONTRACTING DIVERSITY

31%

28%

22%

19%21%

46%

31%

2%

WomenCaucasian

Black/African-American Black/African-American Asian

From 2014 to 2016, Metra committed $82 million in contracts to Disadvantaged Business Enterprise (DBE) firms. During that time, the value of contracts awarded to DBE firms increased by 31 percent.

Asian

Hispanic/Latino Hispanic/Latino

MISSION, VISION and STRATEGIC GOALS

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

MISSION

10

VISION

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

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

• Sustaining our infrastructure for future generations

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

• Facilitating economic vitality throughout northeast Illinois

Prioritize safety and security awareness

Invest in workforce

Ensure financial stability

Deliver quality customer service

STRATEGICGOALS

Optimize capital assets

11

12

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

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

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

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

Metra completes the acquisition of the two Milwaukee lines, which had been operated by the RTA and then Metra since 1982.

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

Metra announces a major reconstruction of the Chicago & North Western terminal at Canal Street and Madison Street.

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

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

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

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

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

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

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

June 8, 1984:

July 12, 1985:

Aug. 1, 1985:

May 1, 1987:

Sept. 3, 1987:

July 16, 1989:

Aug. 9, 1991:

Oct. 24, 1991:

April 1992:

May 28, 1993:

December 1994: April 1995:

Aug. 18, 1996:

Oct. 15, 1997:

HISTORY

13

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

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

Metra shows off a rehabbed Millennium Station.

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

Metra provides 86.8 million passenger trips in 2008, the highest ever. It remains Metra’s record year.

MetraMarket opens at the Ogilvie Transportation Center.

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

Metra opens the new “Lou” Jones/35th Street Station on the Rock Island Line near Guaranteed Rate Field.

Metra unveils a 10-year modernization plan focused on replacing the agency’s aging railcars and locomotives and addressing the ongoing critical need to maintain safe and reliable service.

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

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

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

Dec. 13, 2000:

Jan. 12, 2001:

Dec. 5, 2004:

Jan. 23, 2006:

December 2008:

Dec. 3, 2009:

August 2010:

May 6, 2011:

Oct. 9, 2014:

Oct. 23, 2014:

Nov. 19, 2015:

Aug. 25, 2016:

MANUEL BARBOSADIRECTOR

ROMAYNE C. BROWNVICE CHAIRMAN

RODNEY S. CRAIGDIRECTOR AND SECRETARY

DON A. DE GRAFFDIRECTOR

KEN KOEHLERDIRECTOR

MARTIN J. OBERMANDIRECTOR

STEVEN PALMERDIRECTOR

JOHN E. PARTELOWDIRECTOR

JOHN PLANTEDIRECTOR

JOHN P. ZEDIKERDIRECTOR

METRA BOARD of DIRECTORS

14

NORMAN CARLSONCHAIRMAN

$357.5419.1

1.03.7

$781.2

OPERATING BUDGET and CAPITAL PROGRAMFor 2017, Metra’s total budget is $1.06 billion, with $781.2 million for operations and $279.5 million for capital. Metra covers slightly more than half of its operating budget with fare revenue, with the rest primarily coming from the regional transportation

sales tax. For its capital budget, Metra relies on federal, state and local funding (including bond programs), with a small amount of fare revenue.

$419.1

$3.7

$357.5

$1.0

2017 FUNDING SOURCES

Federal Transit AdministrationFederal Congestion Mitigation and Air Quality (CMAQ) RTA Innovation, Coordination and EnhancementRTA State of Good Repair BondsMetra 2017 Farebox RevenuesTotals

$170.9$67.5

$32.1

$5.0$4.0

15

2017 OPERATING FUNDS 2017 CAPITAL FUNDS

More than 50 percent of Metra’s operating costs are funded by fares.

($ MILLIONS)($ MILLIONS)

Fare RevenueSales TaxesRTA Innovation, Coordination and Enhancement Transportation Security GrantTotals

$170.9

4.05.0

67.532.1

$279.5

2017 OPERATING BUDGET 2017 CAPITAL PROGRAM

$90.5

$61.8$49.0

$41.0

$20.2

$17.0

16

($ MILLIONS) ($ MILLIONS)

$260.4

$181.2

$146.8

$16.6

$104.7

$51.4

$6.2

$13.9

TransportationEngineeringMechanicalAdministrationDiesel fuelMetra Electric electricityClaims and insuranceDowntown stationsTOTAL

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

2017 FUNDING USES

$260.4146.8181.2104.7

51.46.2

13.916.6

$781.2

$90.5 61.849.041.017.0

20.2$279.5

Safe and reliable rail service depends on perpetual maintenance

of capital assets, including track, signals, rolling stock,

communications equipment and buildings. For many years,

Metra has been falling behind on these investments. Metra’s

system has many aging components approaching or past their

useful lives, and federal, state and local funding has not kept

pace with our needs.

Over the next 10 years, Metra needs to invest nearly $1.2 billion

annually on capital improvements:

• $590 million annually to maintain our existing system

• $610 million annually to return to a state of good repair

That’s $12 billion over the next decade.

However, over the next four years, we anticipate having less

than $300 million in funding to spend annually — about $900

million less than what we need to spend each year.

This unsustainable situation threatens the future viability of

the important service Metra provides.

METRA’S BIGGEST CHALLENGE

17

HOW WE COMPARE to OTHER RAILROADS

PEERAVERAGE

$0.53

OPERATING COST PER PASSENGER MILE

$0.43 $0.44 $0.49 $0.55 $0.58 $0.60

AVERAGE AGE OF FLEET (YEARS)

PEERAVERAGE

18.8

13.7 14.2 16.8 22.0 25.8 27.3

18

New Jersey Transit

Metra Metro-North Railroad

Southeastern Pennsylvania

Transit Authority

Massachusetts Bay Transit Authority

Long Island Rail Road

Long Island Rail Road

Metro-North Railroad

New Jersey Transit

Massachusetts Bay Transit Authority

Metra Southeastern Pennsylvania

Transit Authority

* 2015 data * 2015 data

METRA ONE-WAY FARES* vs. CPI and PEERS

Metra Fare CPI Adjusted Metra Fare

METRA ON-TIME PERFORMANCE vs. PEERS

METRA vs. PEER AGENCY PEAK ONE-WAY FARES*

19

$10.00

$9.00

$8.00

$7.00

$6.00

$5.00

$4.00

$3.00

1983

1986

1989

1992

1995

1998

2001

2004

2007

2010

2013

2016

Average Peer Fare 2017 Metra Fare

$22$20$18$16$14$12$10$8$6$4$2$0

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

0 10 20 30 40 50 60 70 80 90 100

SoutheasternPennsylvaniaTransit Authority

New JerseyTransit

Metro-NorthRailroad

Long IslandRail RoadMetraMONTH

2016 Q4

Dec 2016

Nov 2016

Oct 2016

$2.00

* Zone E average

Zone

Metra Long Island Metro-North2017 Rail Road Railroad

New Jersey Southeastern Massachusetts Transit Pennsylvania Bay Transit Transit Authority Authority

* All 2016 data except Metra which is 2017 data

547 W. Jackson Blvd. Chicago, Illinois 60661

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