Urban mobility in Eastern Poland : the way forward

Urban Mobility in Eastern Poland: The Way Forward Transport and ICT Global Practice Europe and Central Asia Region ©2015 The International Bank for Reconstruction and Development / The World Bank 1818 H Street NW Washington DC 20433 Telephone: 202-473-1000 Internet: www.worldbank.org This report was prepared by the staff of the International Bank for Reconstruction and Development / The World Bank. The findings, interpretations, and conclusions expressed in it do not necessarily reflect the views of the Executive Directors of the World Bank or the governments they represent. The World Bank does not guarantee the accuracy of the data included in this work. The boundaries, colors, denominations, and other information shown on any map in this work do not imply any judgment on the part of The World Bank concerning the legal status of any territory or the endorsement or acceptance of such boundaries.  CURRENCY EQUIVALENTS (Exchange Rate Effective June 30, 2014) Currency Unit - PLN Euro 1 = PLN 4.1568 WEIGHT AND MEASURES Metric system FISCAL YEAR January 1 – December 31 Regional Vice President: Laura Tuck Country Director Mamta Murthi Senior Global Practice Director: Pierre Guislain Practice Manager: Juan Gaviria Task Team Leader: Carolina Monsalve  ABBREVIATIONS AND ACRONYMS ABT Account-Based Ticketing ADCS Automated Data Collection System AFC Automatic Fare Collection AOM Organizing Authority of Mobility AOTU Autorités Organisatrices des Transport Urbains, Urban Organizing Transport Authority ATC Area Traffic Control AVL Automatic Vehicle Location BODS Bus Passenger Origin and Destination Survey BTP British Transport Police CATCH Carbon Aware Travel Choices CDM Clean Development Mechanism CF Cohesion Fund CO2 Carbon dioxide COPERT Computer Programme to Calculate Emissions from Road Transport DLR Docklands Light Railway EC European Commission ECA European Court of Auditors EEV Enhanced Environmentally friendly Vehicle E-PRTR European Pollutant Release and Transfer Register ERDF European Regional Development Fund ESIF European Structural and Investment Funds EU European Union FUA Functional Urban Area GHG Greenhouse Gas GOM Gdańsk Metropolitan Area GPS Global Positioning System HEAT Harmonized Emissions Analysis Tool ITI Integrated Territorial Investment ITS Intelligent Transport System IVE International Vehicle Emissions KM Kilometer KPK Komunalne Przedsiebiorstwo Komunikacyjne KPKM Komunalne Przedsiebiorstwo Komunikacji Miejskiej KZK Komunalny Zaklad Komunikacyjny KZK GOP Public Transport Municipal Association for the Upper Silesia Industrial Area LU London Underground MAPAM Modernization of Public Territorial Action MPK Miejskie Przedsiębiorstwo Komunikacyjne, Municipal Transport Operator MOVES Motor Vehicle Emissions Simulator MZKP Intercommunal Association for Public Transport MZKZG Metropolitan Association for Public Transport in the Gulf of Gdańsk NMT Non-Motorized Transport NUP National Urban Policy NSRD National Strategy of Regional Development NSDC National Spatial Development Concept OECD Organization of Economic Co-operation and Development OP Operational Programme OPEP Operational Programme for Eastern Poland OPIE Operational Programme Infrastructure and Environment PKS Przedsiębiorstwo Komunikacji Samochodowej, Intercity and Rural Bus Operator PLK Polskie Linie Kolejowe, Polish Railway Lines PLN Polish Zloty PM Particulate Matter PR Przewozy Regionalne, Regional Railway Company PSO Public Service Obligation SEMITAN Société d'Economie Mixte des Transports de l'Agglomération Nantaise SKM Szybka Kolej Miejska; Fast Urban Railway ŚKUP Silesian Public Services Card SMS Short Message Service SUMP Sustainable Urban Mobility Plan SUMP Sustainable Urban Mobility Plan TfL Transport for London UK United Kingdom UNFCCC United Nations Framework Convention on Climate Change USD US Dollar ZDZiT Zarząd Dróg Zieleni i Transportu w Olsztynie, Roads and Public Transport Authority ZTM Zarząd Transportu Miejskiego, Transport Authority  TABLE OF CONTENTS Executive Summary ........................................................................................................................................................i Introduction ...................................................................................................................................................................1 Introduction...............................................................................................................................................................4 National Program for the Development of Low-Carbon Economy ..........................................................................4 Public Transport Policy ............................................................................................................................................5 Framework for Regional and Spatial Policy .............................................................................................................8 Spatial Planning Act ............................................................................................................................................... 10 OECD Urban Policy Review: Key Findings ........................................................................................................... 11 Constraints on Public Transport Fares and Parking Rates ...................................................................................... 13 Conclusion .............................................................................................................................................................. 14 Key Recommendations ........................................................................................................................................... 15 Assessing Urban Mobility in Eastern Poland .............................................................................................................. 18 Introduction............................................................................................................................................................. 18 A Comparative Perspective .................................................................................... 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Institutional Structure ............................................................................................................................................. 27 Public Transport Operators ..................................................................................................................................... 28 Local Strategies and Planning Context ................................................................................................................... 33 Financial Arrangements .......................................................................................................................................... 36 Management of Car Access and Cycling ................................................................................................................ 42 EU-Funded Investment Program ............................................................................................................................ 44 Conclusions from city-level assessments .................................................................................................................... 48 Recommendations ................................................................................................................................................... 52 Inter-municipal Coordination ...................................................................................................................................... 55 Introduction............................................................................................................................................................. 55 Inter-Communal Transport Authorities: The Case of France ................................................................................. 55 Polish Experience with Inter-municipal Cooperation ............................................................................................. 57 Conclusion .............................................................................................................................................................. 64 Recommendations ................................................................................................................................................... 65 Annex 1: List of Persons Met ...................................................................................................................................... 67 Annex 2: The European Framework ............................................................................................................................ 74 Annex 3: Public Transport Prices ................................................................................................................................ 85 Annex 4: Public Transport Performance, Measurement, and Evaluation .................................................................... 87 Annex 5: Sampel of Customer Satisfaction Survey Questionnaires ............................................................................ 95 Annex 6: Bus Passenger Origin-Destination Estimation and Related Analyses .......................................................... 97  ACKNOWLEDGEMENTS This report was prepared by Carolina Monsalve (Senior Transport Economist) and Frank Allen (Senior Urban Transport Consultant), together with a World Bank team that included Winnie Wang (Urban Transport Specialist), Michal Wolanski (Urban Transport Consultant), Radoslaw Czapski (Senior Infrastructure Specialist), and Nak Moon Sung (Senior Transport Specialist). The team would like to thank Juan Gaviria (Practice Manager), Mamta Murthi (Country Director), Marina Wes (Country Manager), Xavier Devictor (Operations Adviser), Ismail Radwan (Country Program Coordinator), and peer reviewers O.P. Agarwal (O.P. Agarwal, (Executive Director, Institute of Infrastructure at the Indian School of Business), Shomik Mehndiratta (Lead Urban Transport Specialist), Ajay Kumar (Lead Transport Economist),Wojciech Suchorzewski (Emeritus Professor at the Warsaw University of Technology), and Sangjin Han (Korea Transport Institute). The team would also like to acknowledge the many formal and informal contributions of officials from the cities of Białystok, Lublin, Olsztyn, and Rzeszów; Podlaskie, Lubelskie, Warmian-Masurian, and Podkarpackie voivodeships; and the Ministry of Infrastructure and Development. The team is particularly grateful to the Mayors of Białystok, Lublin, Olsztyn, and Rzeszów, officials from the urban transport authorities BKM, ZTM Lublin, ZDZiT, and ZTM Rzeszów, the municipal public transport companies in Bialystok KPK, KPKM and KZK, MPK Lublin, MPK Olsztyn, and MPK Rzeszów, and rail companies. In addition, we would like to thank authorities in Katowice and Gdańsk Bay for providing us with an opportunity to learn from their experience with inter-municipal cooperation. We are grateful to all other stakeholders for their frank and open engagement in the project. Full details of persons met are listed in Annex 1. Apologies if we missed any persons or institutions. Finally, we would like to thank Eun Joo Allison Yu (Senior Operations Officer) from the Korea Green Growth Partnership for her support, guidance, and continuous assistance during this assignment and the staff of the World Bank Warsaw Office for their support. Urban Mobility in Eastern Poland: The Way Forward i EXECUTIVE SUMMARY Introduction In the second half of 2013, the World Bank secured grant funding from the Korea Green Growth Partnership for analytical support and technical assistance related to sustainable urban transport systems in select cities in Eastern Poland. Established in 2011, the Korea Green Growth Partnership strengthens cooperation between the Government of Korea and the World Bank Group to help countries achieve sustainable and inclusive development by developing and sharing practical knowledge around innovative green growth solutions. The objective of the first phase of this technical assistance involved assessing the urban transport sector in the selected cities— Białystok, Lublin, Olsztyn, and Rzeszów—with a primary focus on public transportation and the aim of identifying areas for improvement. The second phase of this technical assistance will focus on areas identified in the first phase, subject to agreement from the participating cities, as well as capacity building activities. This report provides a set of recommendations related to the legal and institutional framework for urban transport in Poland; summarizes the assessment of urban mobility for Białystok, Lublin, Olsztyn, and Rzeszów; and assesses the framework for inter- municipal coordination in Poland. Poland’s population has been declining gradually in recent years due to emigration to other European Union (EU) countries and reduced family size. Within Poland, there has been migration from provincial areas to larger cities such as Warsaw and Kraków, and from city centers to suburban areas. Despite this stable or declining overall population, there has been a significant movement of people within metropolitan areas as families move from small apartments in the heart of cities to apartment blocks or single-family homes in the suburbs. The demographic and settlement patterns in Białystok, Lublin, Olsztyn, and Rzeszów fit this general pattern. This shift towards the suburbs in Polish cities has significant implications for urban transport as well as for other urban services, particularly in the long-term. Importantly, expansion into peri- urban areas has been occurring at significant distances from the city center with new developments along main arteries driven by low land prices and improved road access. Residents in these suburban areas typically depend on private vehicles to commute into the city. As a result, the hard urban cores that defined Polish cities before 1990 have given way to scattered suburban developments that make public transport networks in those areas impractical and expensive, and create challenges for the provision of water, sewage, electricity, and solid waste management services. All of these aspects also contribute to rising greenhouse gas (GHG) emissions. While Polish municipal and regional authorities recognize that suburbanization has adverse consequences for provision of transport and other services, there has been little coordination in spatial planning among the jurisdictions that make up Polish functional urban areas to guide new developments in a sustainable way. From a long-term perspective, the demographic and suburbanization trends have important implications on the financial cost and sustainability of delivering urban services. The costs do not appear pressing due to significant EU funds pouring into many Polish cities. Urban Mobility in Eastern Poland: The Way Forward ii Given the large investments in Polish cities of more extensive, high-quality public transport services and infrastructure financed through the EU, an important objective going forward should be to ensure that these investments translate into increased ridership—or at a minimum ridership that is not declining. It is equally important to ensure that the cities can afford to finance the operation and maintenance of enhanced public transport services. An important factor to keep in mind is that the cost of operating and maintaining the municipal, public transport fleet of Białystok, Lublin, Olsztyn, and Rzeszów could increase over time. The scale of this cost increase will depend on a number of factors, including the level of service that would be provided to suburban municipalities, ridership trends, and neighboring municipalities’ willingness to contribute to the cost of service. Cities will need to plan for life cycle and other capital renewal of infrastructure to ensure that public transport continues to provide a service that is competitive with private cars. At these levels of expenditure, the financial sustainability of the planned level of service in the functional urban area (FUA) could become a challenge for the cities. Polish Context The World Bank has reviewed the policy and legislative environment in which decentralized government in Poland carries out land-use planning. There is a clear gap between the principles of sustainable development that inform national policies on regional and spatial planning, development of a low-carbon economy, and public transport on the one hand and the practice of land-use planning on the other. As a consequence of residential development in metropolitan areas being developer-led rather than guided and constrained by effective regional planning many Polish cities are experiencing significant suburbanization. Analysis by Government of Poland agencies and the Organisation for Economic Co-operation and Development (OECD) has recognized that suburbanization conflicts with policies to promote sustainable development, but policy instruments have not yet been developed to bring local practice into line with national policies. Many OECD countries have developed regulation and practice in land-use planning that achieve consistency between plans in national, regional, and urban areas, and encourage compact urban development. These practices have often developed in institutional environments where responsibility for local planning and decision-making is delegated to local authorities, as is the case in Poland. The absence of effective regulation of land-use development and the trend towards suburbanization in major cities inevitably leads to a modal shift towards private transport. The wide distribution of population within suburban areas makes it expensive, and in some cases impractical, for public transport operators to provide a frequent service that would be attractive to car owners. Polish cities, which had been characterized by very high modal share for public transport, are now upgrading their infrastructure in an environment that has become more challenging for public transport. While the emergence of urban sprawl represents the greatest challenge for the provision of public transport, other institutional and legislative developments may also limit cities’ flexibility in making public transport competitive with private cars. With the above in mind, the following recommendations are made to the Government of Poland for its consideration: Urban Mobility in Eastern Poland: The Way Forward iii  Introduce minimum requirements for land-use plans to be prepared at all levels of government. Planning authorities could be encouraged to demonstrate how their plans are consistent with the National Plan for Regional Development, the National Spatial Development Concept, and other national policies such as those that seek to control GHG emissions. Land-use plans at each level of government could also demonstrate consistency with the spatial planning objectives of the plans for the next higher level of government. In this way, municipalities and other planning authorities would retain their delegated planning authority, but would make decisions within a clear policy context and with the knowledge that the same rules apply to neighboring planning authorities.  Establish a specialist policy unit within the Ministry of Infrastructure and Development that would initiate necessary legislation and financing changes to influence policy in areas such as spatial planning and climate change, support integration across administrative borders, and disseminate best practice in public transport. This unit could establish common technical standards for smart-card ticketing schemes, which would facilitate integration across modes and jurisdictions.  Develop policies that would ensure the financial sustainability of commuter transport from outside municipal areas and within rural communities after institutional changes planned for 2017. Existing services are unprofitable and public transport operators often cannot afford to replace life-expired vehicles, so the withdrawal of financial support for concessional fares is likely to result in withdrawal of services. Many suburban and rural services merit consideration for public service obligation (PSO) contracts. Those commuter bus services could be integrated with municipal bus and rail services in relation to scheduling, information, and ticketing. In addition, initiatives to integrate school transport services with contracts to bus services for the wider community would improve service and achieve value for money for both commuter and school services.  Rationalize concessional fare structures and remove obstacles to fare integration. The arrangements for concessional fares in Poland appear to have emerged piecemeal and the very specific statutory provisions on discounts prevent urban transport operators from offering discounted fares across different modes. To address this, the statutory provisions for concessional travel could be consolidated allowing greater flexibility for transport authorities and public transport operators in setting fares, including integrated fares.  Assign responsibility for integrated ticketing to a named authority for each region of Poland and develop national standards that would facilitate integration across jurisdictions and transport modes. There is consensus among municipal and regional transport authorities, as well as transport operators in Eastern Poland, that greater integration of ticketing across operators and modes would benefit passengers and transport providers. However, no authority believes that it has a mandate to lead projects that would integrate ticketing. The Ministry of Infrastructure and Development could initiate legislative changes that would mandate a single authority to develop integrated ticketing schemes for their respective regions. The ministry could also develop standards that would facilitate integration, within and across such schemes, including unification of statutory discounts and their compensation. Urban Mobility in Eastern Poland: The Way Forward iv  Encourage greater balance between investing in infrastructure improvement and promoting complementary measures. The recent investment programs, including projects funded by EU Operational Programmes for Eastern Poland, have addressed deficiencies in fixed infrastructure and rolling stock resulting from years of underinvestment in public transport. While further investment will be required to upgrade infrastructure, the Government of Poland could promote complementary initiatives that would make public transport more competitive with private cars. The four cities that were part of the World Bank study are tentative in their commitment to demand management measures that would impose a greater share of the cost of infrastructure on private car users. So there is a role for the Government of Poland to promote best practice and pilot schemes. For example, charges for on-street parking are controlled by the Government of Poland and apply in restricted geographical areas. The maximum charges should be relaxed and cities encouraged to extend their scope. The Government of Poland could support pilot schemes for commuter car-sharing, introduce lower speed restrictions on national roads to improve safety and environmental performance, and promote “walking buses