
This chapter reviews the state of the practice of fare-free transit evaluation. This review was informed by a transit agency survey and interviews with staff from transit agencies, community organizations, and transit advocacy groups. The findings from this research informed the development of the fare-free transit evaluation framework.
Despite growing interest in fare-free transit among U.S. transit agencies, there are few studies on fare-free transit in the United States; most research appears to explore case studies in other countries (Kębłowski 2020). Before the publication of this report, there were no apparent examples of a robust fare-free transit evaluation framework.
Most research on fare-free transit in the United States has focused on small urban areas, rural communities, or university and resort towns where transit agencies provide full fare-free transit. Much of this research was synthesized in TCRP Synthesis 101: Implementation and Outcomes of Fare-Free Transit Systems (Volinski 2012).
Major findings from that report include the following:
The fare-free transit evaluation framework presented in Chapter 2 of this report was developed based on qualitative and quantitative state-of-the-practice research described in the following. This research consisted of three primary methods:
More detail on each of these methods is provided in the following.
The research team surveyed 35 U.S. transit agencies and one state transportation agency to gather various perspectives on fare-free transit evaluation. The survey respondents represented transit agencies from various categories of fare-free transit (Exhibit 3-1).
The respondent agencies varied in terms of operating size and context. All full fare-free respondent transit agencies served small urban, rural, resort, or university-dominated communities, with smaller ridership, lower farebox recovery, and lower operating expenses than systems in larger metro areas. The partially and not fare-free respondents represented a wide range of transit agency sizes in terms of passenger trips provided, operating expenses, and farebox recovery. Additional information on the methods and findings from the survey is provided in Appendix A.
The research team conducted interviews with two types of subjects:
Throughout the development process for the survey, interviews, and evaluation framework, the project team reviewed various academic and professional research documents, journalistic assessments of fare-free transit evaluations and implementations, and transit agency or consultant reports and briefs. These documents are cited throughout this report.
Findings from the research team’s survey, interview, and literature review work are summarized in the following under two main topics:
Fare-free transit has many impacts—both costs and benefits. These costs and benefits are borne by different stakeholders; riders, non-riders, transit agency staff, local government, non-profit organizations, and the broader community are all affected.
The impacts of fare-free transit were commonly cited by survey respondents and interviewees as the primary way transit agencies organized their evaluation and/or monitoring of fare-free transit. These impacts can be organized into two categories:
This section summarizes the research team’s findings on the measured and assumed benefits and costs of fare-free transit. Further, the impacts are organized under four common themes: access, mobility, and equity; operational efficiency, financial health, and community impacts (see Exhibit 3-2). Exhibit 3-3 outlines the impacts discussed in this section.
The primary benefits from fare-free transit reported by survey respondents and interviewees include greater mobility for community members, social equity improvements, more efficient transit service, reduced fare collection costs, and local economic growth. These key benefits and others are discussed in more detail in the following.
Survey respondents and interviewees reported that fare-free transit almost always causes an immediate increase in transit ridership. To the extent that a financial barrier to accessing transit is removed for community members, their mobility is also improved. In many instances, this improved mobility means greater access to opportunity (e.g., school, shopping, recreation, healthcare) for community members. Survey respondents and interviewees also reported that fare-free transit is assumed to improve social equity outcomes, as passengers with low incomes save money they might otherwise have spent on transit.
More specific survey and interview findings related to access, mobility, and equity benefits of fare-free transit include the following:
Fare-free transit may produce operational benefits, such as increased productivity and reduced dwell times. More specific survey and interview findings related to operations benefits of fare-free transit include the following:
Fare-free transit can have financial benefits for transit agencies, such as reductions in fare collection costs, lower operating costs per passenger, and access to more stable funding. More specific survey and interview findings related to the financial benefits of fare-free transit include the following:
Fare-free transit doesn’t just benefit transit agencies and their riders. External benefits can range from short-term congestion reduction to long-term economic development and civic pride. Many of these benefits align with community goals and priorities at all levels (e.g., stakeholder, transit agency, municipal, state, federal) around equity, mobility, and sustainability. More specific survey and interview findings related to external community benefits of fare-free transit include the following:
Despite the potential benefits of fare-free transit options, many transit agencies, riders, advocates, and other stakeholders see serious challenges and costs associated with fare-free transit, including fare revenue loss, a potential increase in service requirements, safety and security issues, and other trade-offs. These costs and drawbacks to fare-free transit are discussed in greater detail in the following.
Negative or concerning aspects of the impacts of fare-free transit on access, equity, and mobility are most often tied to the potential for funding trade-offs. Specific survey and interview findings related to access, mobility, and equity costs of fare-free transit include the following:
Increased ridership from fare-free transit can challenge transit operations. Specific survey and interview findings related to operational costs of fare-free transit include the following:
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3 Federal Regulation 37.135(c) requires that the paratransit fare for an ADA eligible rider not exceed twice the fixed-route full fare of a similar trip. FTA Circular 4710.1 (FTA 2015) clarifies that the maximum that may be charged for paratransit when the equivalent fixed-route fare is zero would therefore be zero as well.
4TCRP Synthesis 121: Transit Agency Practices in Interacting with People Who Are Homeless (Boyle 2016) noted that transit agencies do not have enough resources to meaningfully help people who are experiencing homelessness who are riding the system. Partnerships with social services, ongoing outreach, and recognizing the humanity of individuals were identified in this report as ways to create a safe atmosphere on transit.
Long-term financial health is almost always the first concern facing transit agencies when they are considering fare-free programs. The impact of fare-free transit on costs and revenues varied widely across the transit agencies surveyed and interviewed, depending on existing ridership, transit agency size, alternate funding sources, and previous fare systems. Specific survey and interview findings related to the financial costs of fare-free transit include the following:
There are considerably fewer negative community impacts from fare-free transit than there are benefits. One negative community impact that has occurred on some systems is an increase in public criticism of a transit agency, especially in the narrative that the transit agency is providing “handouts” to riders that don’t pay their fair share for the service they are using. Although some transit agencies have seen an increase in public criticism, they also typically see an increase in public compliments following fare-free implementation. The prevalence of different responses may vary based on the transit agency’s messaging.
The increase in public discourse in response to a change in policy is not unique to public transit; major transportation policy changes across all modes often result in an increase in positive and negative public discourse surrounding the policy change.
Fare-free transit has been used as a tool to achieve sustainability goals, reduce congestion, and reduce the cost of transportation across Europe, South America, and Asia. To better understand the international context of fare-free transit, the research team reviewed a 2020 report, Why (Not) Abolish Fares? Exploring the Global Geography of Fare-Free Public Transport, which documented different perspectives on fare-free transit across the world (Kębłowski, 2020).
The report found that more than 100 cities worldwide had made public transit free, mostly in Europe, with implementations ranging from small communities of around 10,000 residents to counties of over 100,000 residents. Key outcomes from the case studies include the following:
Details on the outcomes from Estonia, France, Poland, and China are provided in the following:
shown that fare pricing was riders’ most common source of disapproval of the system. Just a year after the introduction of full fare-free transit, ridership increased by 14% while nationwide public transit mode share decreased in Estonia during the same period. Full fare-free transit particularly improved the mobility of residents with low incomes. In the years since fare-free transit was implemented, survey respondents have reported improved access to employment opportunities and a significant increase in overall satisfaction with local public transportation (Cats et al. 2017). Because of the success of Tallinn’s free public transport program, Estonia began a push toward nationwide fare-free public transport in 2018 (Gray 2018).
There are two primary time periods in which fare-free transit can be evaluated: before and after implementation. These evaluation types can generally be described as
Common elements included in both feasibility and post-implementation evaluations as well as detailed descriptions of how feasibility and post-implementation evaluations have been conducted by U.S. transit agencies are provided in the following.
Although several research documents synthesize evaluations of partial and full fare-free programs in the United States, there are no standard evaluation methods for feasibility or post-implementation evaluations. This research team’s review of completed evaluations, however, did uncover several common elements of fare-free transit evaluations.
Most fare-free transit evaluations are focused on answering key questions regarding fare-free transit. In TCRP Synthesis 101, the primary questions transit agencies ask were identified through a survey (Volinski 2012):
To attempt to answer these questions, transit agencies used a variety of metrics (many of which are measured as estimates), including the following:
Some transit agencies also used qualitative metrics to evaluate fare-free transit’s costs and benefits, such as
In general, only a few transit agencies have systematically evaluated the feasibility of implementing fare-free transit before implementation. Those that did complete formal evaluations of some kind usually conducted literature, peer, and best practices reviews; operational analyses; and financial evaluations.
Some of the key financial issues that have been identified in feasibility evaluations are the following:
In Zero-Fare and Reduced-Fare Options for Northern Virginia Transit Providers, the Northern Virginia Transportation Commission examined regional, national, and international examples of both full and partial fare-free and reduced-fare programs (2021). As part of this assessment, the report identified several key guiding questions to be considered in feasibility evaluations:
In many cases, transit agencies have found that fare-free transit feasibility evaluations provide only high-level estimates of likely outcomes. With the uncertainty associated with these estimates in mind, several transit agencies found it prudent to advance a pilot fare-free transit program, giving the transit agency time to perform a blended feasibility and post-implementation evaluation that produces more information for decision makers. The structure of pilot programs may vary.
Only a few fare-free transit agencies completed an evaluation after the implementation. Of the transit agencies that performed post-implementation evaluations, the metrics used were largely operational and included
When assessing public opinion and other, more qualitative metrics, transit agencies have used several tools, including informal operator feedback, on-board surveys, voter surveys, and online surveys. The post-implementation evaluations that were completed were noted as especially useful in guiding decision makers, such as transit agency leadership or government officials, on whether to continue the program.