Transportation JANUARY 2004 The Federal Railroad Administration Issues an Interim Final Rule Governing the Use of Locomotive Horns at Highway-Rail Grade Crossings On December 18, 2003, the Federal Railroad Administration (FRA) published an Interim Final Rule on the Use of Locomotive Horns at HighwayRail Grade Crossings (the Rule). The Rule was issued after a lengthy public comment period and becomes effective as of December 18, 2004. It requires locomotive horn use at all public highwayrail grade crossings in the nation except in certain qualifying areas known as Quiet Zones. The Quiet Zone exception is designed to enable state and local authorities to prohibit or otherwise restrict the use of locomotive horns in residential neighborhoods and other designated areas that have alternative grade crossing safety mechanisms in place. GENERAL APPLICABILITY OF LOCOMOTIVE HORN RULE The Rule applies to passenger and freight railroads that are connected to the general railroad system of transportation. It does not apply to urban rapid transit or other rail operations that do not connect to the general railroad system of transportation (except to the extent that such operations share grade crossings with general system railroads). The Rule will apply to approximately 150,000 railroad crossings nationwide. A railroad that is subject to the Rule is generally required to have the lead locomotive or car in its trains sound its horn while approaching and passing through each public highway-rail grade crossing. The horn must be sounded at least 15 seconds, but not more than 20 seconds, before the locomotive enters the crossing. The horn cannot be sounded more than one-quarter mile in advance of the crossing and the maximum sound level for locomotive horns is 110 decibels. THE QUIET ZONE EXCEPTION TO THE LOCOMOTIVE HORN RULE The general horn-blowing requirements of the Rule are not applicable in Quiet Zones, which are designated segments of railroad line that have sufficiently adequate safety measures in place at all public highway-rail grade crossings to compensate for any applicable state or local restrictions on the use of locomotive horns in those locations. The Rule sets forth national guidelines for the creation and maintenance of two types of Quiet Zones: (1) PreRule Quiet Zones (those existing prior to issuance of the Rule), and (2) New Quiet Zones (those created after issuance of the Rule). The requirements for creating or maintaining each different type of Quiet Zone are discussed further below. MAINTENANCE OF PRE-RULE QUIET ZONES The Rule contains various complex requirements for maintaining the status of an existing Quiet Zone. State and local authorities that have implemented restrictions on locomotive horn-blowing at public highway-rail grade crossings in designated areas may continue to enforce any such whistlebans that have been in place and enforced since October 9, 1996 if certain minimum requirements set forth in the Rule Kirkpatrick & Lockhart LLP are met.1 These Pre-Rule Quiet Zones: (1) must have the same length as the area covered by the whistleban that existed as of October 9, 1996, (2) must retain and cannot downgrade the warning systems in place at their grade crossings, and (3) must have advance-warning signs advising motorists that locomotive horns are not sounded at the crossings in that area. A Pre-Rule Quiet Zone is subject to automatic FRA approval if it complies with the three minimum requirements set forth above and 1) has one or more Supplementary Safety Measures (SSMs) such as a four-quadrant gate system at every public crossing in the area; 2) the Quiet Zone Risk Index2 is at or below the Nationwide Significant Risk Threshold;3 or 3) the Quiet Zone Risk Index is above but not more than twice the Nationwide Significant Risk Threshold and there have been no relevant trainmotorist collisions at any of the public highway-rail grade crossings within the area for the five years preceding December 18, 2003. If a Pre-Rule Quiet Zone does not meet at least one of these three additional conditions required for automatic approval, the governing state or local authority may continue to enforce the whistleban for an interim five-year period (until December 18, 2008) if within three years of issuance of the Rule (by December 18, 2006) it submits an adequate plan to the FRA for bringing the area into compliance with the requirements for establishing a New Quiet Zone. The addition of any new public highway-rail grade crossing to a Pre-Rule Quiet Zone invalidates the grandfathered status of that Quiet Zone, and the deletion of any existing crossing must result in a Quiet Zone of at least one-half mile in length in order to preserve its Pre-Rule Quiet Zone status. CREATION OF NEW QUIET ZONES The Rule also contains various complex requirements for creating New Quiet Zones. At a minimum, a New Quiet Zone must be at least onehalf mile in length, must have active warning devices that include both flashing lights and gates at every crossing, and must have advance-warning signs notifying motorists that train horns are not sounded at the crossings in that area. A New Quiet Zone will be subject to automatic FRA approval (1) with the implementation of one or more SSMs at every public crossing; (2) if the Quiet Zone Risk Index is already at or below the Nationwide Significant Risk Threshold without the implementation of SSMs; (3) if implementation of some SSMs reduces the Quiet Zone Risk Index below the Nationwide Significant Risk Threshold; or (4) if SSMs are implemented such that the Quiet Zone Risk Index falls to a level at or below that level which would exist were horns sounded at all crossings within the Quiet Zone. In the alternative, a public authority may apply to the FRA for approval of a New Quiet Zone that does not meet one of the four additional conditions required for automatic approval. The application must describe those Alternative Safety Measures (ASMs) (or that combination of SSMs and ASMs) that will be implemented. The FRA will approve the application only if it determines that the proposed safety measures would reduce the risk index in that area to an acceptable level.4 SSMS AND ASMS The FRA has established a clear preference for the use of approved SSMs, which include physical barriers such as four-quadrant gate systems as well as safety procedures such as temporarily closing 1 Congress amended 49 U.S.C. § 20153, which requires the use of locomotive horns at public highway-rail grade crossings but gives FRA the authority to make exceptions, on October 9, 1996. Therefore, Quiet Zones that were established as of that date and that remain in place as of the date of issuance of the Rule are eligible for grandfathering as Pre-Rule Quiet Zones. 2 The Quiet Zone Risk Index is a measure of risk to the motoring public at crossings within a particular Quiet Zone, after adjustment for SSMs or Alternative Safety Measures (ASMs). The procedures for calculating the Quiet Zone Risk Index are contained in Appendix D of the Rule. The FRA will review and recalculate the risk index applicable to a particular Quiet Zone on an annual basis. 3 The Nationwide Significant Risk Threshold is a national average risk level for public highway-rail grade crossings equipped with active warning devices. 4 A guide to the establishment of New Quiet Zones is found in Section II of Appendix C of the Rule. Kirkpatrick & Lockhart LLP 2 crossings to highway traffic during designated quiet periods.5 As described above, the use of SSMs allows governing state and local authorities to maintain Pre-Rule Quiet Zones or establish New Quiet Zones without prior FRA approval. ASMs typically are either modified SSMs or nonengineering ASMs such as public education and awareness programs or photo enforcement measures.6 The use of ASMs, which have not been pre-approved by the FRA, may prevent governing state and local authorities from obtaining automatic FRA approval of a Quiet Zone unless the applicable risk index in a particular area is lower than average. PUBLIC COMMENT PERIOD As the Rule is still an interim rule, the FRA has allowed for an additional public comment period, which runs through February 17, 2004. The FRA has reserved the right to amend the Rule based on any comments it receives during this period. It is highly recommended that interested parties review the provisions and the appendices to the Rule carefully to determine their likely costs to maintain compliance with the Rule. It is important for such parties to take advantage of the additional comment period in order to highlight or seek modification of any potential problems in the Rule before it goes into effect on December 18, 2004. WAIVERS KEVIN M. SHEYS 202.778.9290 ksheys@kl.com Waivers of provisions of the Rule may be requested, but must be jointly sought by the railroad owning or controlling operations over the railroad tracks crossing the public highway-rail grade crossing, and the public authority that has jurisdiction over the roadway crossing the railroad tracks. If the parties cannot agree on a desired waiver, either may request a waiver but must detail the efforts taken to reach an agreement with the other party. The FRA will grant the waiver if it is in the public interest and consistent with highway and railroad safety. EDWARD J. FISHMAN 202.778.9456 efishman@kl.com BRENDON P. FOWLER 202.778.9237 bfowler@kl.com 5 The SSMs approved by the FRA are listed in Appendix A to the Rule. 6 Typical ASMs are listed in Appendix B to the Rule. FOR FURTHER INFORMATION, please consult one of the lawyers listed below: Boston Harrisburg Pittsburgh Washington Jeffrey S. King Carleton O. Strouss Theodore A. McConnell Kevin M. Sheys Edward J. Fishman Tracie D. Spear Janie C. I. Sheng Brendon P. Fowler 617.261.3179 717.231.4503 412.355.6566 202.778.9290 202.778.9456 202.778.9390 202.778.9855 202.778.9237 jking@kl.com cstrouss@kl.com tmcconnell@kl.com ksheys@kl.com efishman@kl.com tspear@kl.com jsheng@kl.com bfowler@kl.com ® Kirkpatrick & Lockhart LLP Challenge us. ® www.kl.com BOSTON n DALLAS n HARRISBURG n LOS ANGELES n MIAMI n NEWARK n NEW YORK n PITTSBURGH n SAN FRANCISCO n WASHINGTON ............................................................................................................................................................ This publication/newsletter is for informational purposes and does not contain or convey legal advice. The information herein should not be used or relied upon in regard to any particular facts or circumstances without first consulting a lawyer. © 2004 KIRKPATRICK & LOCKHART LLP. ALL RIGHTS RESERVED.