JASPERS – Supporting Urban Transport Projects
Ministry of Regional Development, Czech Republic
JASPERS Seminar, Prague - 28th November 2007
Dr. Joachim Schneider, Transport Sector Economist, JASPERS Vienna Office
Urban Transport -What does JASPERS offer?

Support at the concept stage:



Support at feasibility stage

Improving ToRs for feasibility / other work (eg.

Review of CBA, financial analysis, EIA, procurement planning (eg. Sofia /
Budapest Metro)
Advice on options analysis and testing (eg. Poland Tri-City suburban rail)



Defining project scope / eligibility (eg. Krakow Tram)
Reviewing prefeasibility work (eg. Olsztyn tram link)
Funding feasibility studies or fill-in work on particular topics (eg. Lublin
bus/trolleybus)
Support at the application stage


Review of draft applications (Budapest Metro, Sofia Metro)
Advice on compliance with EU policies
2
Urban Transport –Horizontal Support



Resolving State Aid issues in Urban Transport

Close cooperation with DG Regio and DG Tren re. new rail guidelines,
new PSO Regulation

Supporting state aid handling under two Polish OPs – preparation of
ministry state aid guideline

Plan to extend to Hungary
CBA and Financial Analysis

Polish “Blue Book” for Urban Transport under review/preparation – will
be applied as part of Ministry guidelines to all projects

Review/comment on CBA guidelines for Hungary
Public Service Contracting

Review of structures / recommendations for Czech Regional Rail
3
JASPERS Support
Horizontal Issues….
Illustration 4.4 Metrorail system map
…and getting down to details
2015: Are the traffic
forecasts realistic?
2025: What effect on
the CBA?
4
JASPERS – Examples of
Urban Transport Projects








Czech Republic: Prague Metro
Hungary: Szeged Electric Public
Transport
Hungary: Budapest Metro Line 4
Poland: Lublin Bus and Trolleybus
Poland: Warsaw Metro
Poland: Horizontal Support
Bulgaria: Sofia Metro
Cyprus: Nicosia Public Transport
Enhancement
5
Prague Metro Extension of Line A
Project: Extension of line A:
4.5 km with 3 stations
Scope: Urban Subway
System
JASPERS Role: to be
confirmed for Action Plan
2008: Review of Feasibility
Study, CBA, EIA, Grant
Application. Could include if
requested:
Recommendations regarding
technical and economical
parameters
6
Hungary: Szeged Tram and Trolleybus
Project: New and modernised
tram and trolleybus lines; new
trams and trolleybus rolling
stock; traffic management;
information systems; B&R
(total cost 100 M €)
Scope: Integrated Public
Transport System
JASPERS Role: Support
through whole preparation
process; review of all
project documentation.
Application to be submitted
shortly
7
Budapest Metro Line 4
Project: New metro line 4, Phase
I: 7.3 km, 10 stations (1,2 bn €),
Phase II: 4 km, 4 stations Construction of line + connecting
developments (1,9 bn € total
cost-estimate)
Scope: Urban Subway System
JASPERS Role, as defined in
2007 JASPERS Action Plan:
Review of Grant Application and
its annexes (FS, CBA, EIA) and
recommendations regarding the
implementation and
management of the project
Application to be submitted
shortly
8
Poland: Lublin Bus and Trolleybus
Project: Major upgrade and
extension of Lublin
trolleybus and bus system
42 km of new lines (90 M €)
Scope: 100 new Busses, 70
new trolleybus rolling stock,
new and upgraded power
systems and cabling,
depots,
JASPERS Role: Funding
feasibility study, EIA,
application; resolve state
aid questions; preparation
of PSC, application 4-2008
9
Poland: Warsaw Metro Line 2
Project: Construction of
new metro line (central
section, 6.5 km, 7
stations) (total cost 800
M €)
Scope: Metro
infrastructure
JASPERS Role: Review
of draft feasibility study,
refine ToRs for further
work, review EIA,
review draft application
Submission of
application planned
4/2008
10
Bulgaria: Sofia Metro
Project: Construction of
metro line 2: 6.5 km and 7
stations (185 M €, without
VAT and cars)
Scope: Urban Subway
System
JASPERS Role: Advice on
phasing; review of draft
feasibility study, EIA,
application; close
cooperation with City /
Sofia Metro / consultants /
Ministry of Transport
Draft application completed
11
Nicosia Public Transport Enhancement
Project: Integrated Mobility Master
Plan and Pilot Implementation
(Total cost of 50 M € - to be
financed by ERDF Funds)
Scope: Integrated Urban Public
Transport System
JASPERS Role:
Preparation of ToRs for: Integrated
Mobility Master Plan Study
Support to Project Management
Unit to prepare regional transport
project for bus stops, ticketing,
electronic information system and
to establish PSC (framework
contract financed by JASPERS)
Follow-up by JASPERS
Application beginning of 2009
12
Poland: Horizontal Support

State Aid in Rolling Stock
 Issue affects rail and urban rolling stock under 3 OPs
 JASPERS approach – rolling stock can be grant funded
if set in framework of PSO Regulation
 Implications – need to develop a public service contract;
consider tender or direct award of service
 Output: JASPERS guideline under preparation

CBA in Urban Transport
 Ministry wishes to issue guidelines to support project
preparation
 Consistency with EU regulations and Working
Document 4 critical
 JASPERS preparing the “Blue Book” volume for urban
transport with specific guidance
13
Key Issues from Ongoing Support

State aid issues – how can rolling stock be funded?

Eligibility issues – What counts as public transport?

Nature of the beneficiary – operator or city?

Options analysis – comparing routes, modes

CBA – making the analysis credible

Grant co-financing rate – applying Article 55 (revenue
generating projects)

Risk assessment – how to present it in the application?

Institutional arrangements
– the need for a Public Transport Authority?
- Should there be a tender for the operator?

Contractual Arrangements – Public Service Contract?
14