1 Intermodal Case Studies Extension & Dissemination: Intermodal Case Studies - Phase II: Progress Report Professor Patrick Sherry National Center for Intermodal Transportation Taipei Taiwan July 10, 2007

Intermodal Transportation Institute University of Denver 2 The Case Study: An Educational Tool  Case studies are used as a teaching tool to show the application of a theory or concept to real situations.  The “teaching case” is an empirical, field-based document that represents a slice of reality - a particular time and place in the life of a real organization.  Case studies foster learning within the organization or economy on many various issues.  The use of case studies as a teaching tool was originally pioneered by Harvard Business School.

Intermodal Transportation Institute University of Denver 3 Case Study: An Educational Tool  The case study is a teaching tool to provide a real world example used to stimulate discussion and the exchange of ideas about challenges and opportunities in intermodal transportation.  The effort to increase trade and commerce between APEC economies is based on the belief that open communication and dialogue, and a sharing of technology and techniques will benefit all economies. The case study helps to accomplish these goals.

Intermodal Transportation Institute University of Denver 4 Background  This project is both a new project, and also an extension of TPT 03/2000 T, successfully completed in Manila in March of 2002,  The workshop, entitled "The Implementation and Utilization of New Technologies in Intermodal Transportation in Asia- Pacific Trade" included a detailed study of the intermodal system of the Seattle Washington USA region.  Building upon the success of this project, the Intermodal Task Force would like to extend the work of TPT 03/2002 T, to include the development of additional case studies that could be used for similar purposes, namely, that of developing the skills and competencies of transportation professionals throughout the APEC region.

Intermodal Transportation Institute University of Denver 5 Three Phases Currently in Progress Part I: Refine and Update Existing Case Study Part II: Develop Criteria for Selecting and Identifying Sites and Issues for Additional Case Studies Planned Part III: Develop and Disseminate four (4) new case studies

Intermodal Transportation Institute University of Denver 6 Phases I & II Phase I  Update and revise content  Rewrite materials as needed  Expand data included in the supporting documentation  Conduct additional interviews as needed  Submit interviews for editing  Disseminate material on web Phase II  Develop criteria for additional case studies  Development a set of criteria that can be used to develop additional case study and educational materials.  Identify additional sites for study.

Intermodal Transportation Institute University of Denver 7 Status Report: Phases I & II Phase I  Update and revise content  Rewrite materials as needed  Expand data included in the supporting documentation  Conduct additional interviews as needed  Make video interviews available on web  Disseminate material (posted on web site) Phase II  Develop a set of criteria that can be used to develop additional case study and educational materials.  Identify additional sites for study. Completed

Intermodal Transportation Institute University of Denver 8 Criteria for Additional Case Studies After extensive discussions the following criteria were identified -Reflect a range of developed to undeveloped locations -Reflect the range of problems experienced by APEC economies -Reflect the challenges faced by APEC economies -Reflect a range of both land and sea transportation challenges -Represent best practices available -Reflect most up-to-date technologies -Reflect intermodal and nodal options -Reflect range of intelligent transportation system technologies -Location sponsors demonstrate sufficient support to gather data and material to present

Intermodal Transportation Institute University of Denver 9 Suggested Locations Locations currently under consideration:  Indonesia – Jakarta  Ho Chi Minh City  Hong Kong or Shanghai  Tokyo

Intermodal Transportation Institute University of Denver 10 The Current Case Study  APEC sponsored a study of congestion points in the APEC region  Using an area that is convenient and somewhat similar to the needs and challenges faced by other APEC economies  The Puget Sound area was identified as one of the key areas in need of further study  As such, a case study on the particular issues, concerns, and challenges of this area was prepared for use as a training tool for APEC economies

Intermodal Transportation Institute University of Denver 11 Case Study Extension  The Case Study is being extended through the addition of new material and information that is relevant to the continued development of the region.  Additional information enables more appropriate and in-depth exploration of the material in classroom settings.  The Puget Sound region has many similarities to other APEC pacific rim economies.

Intermodal Transportation Institute University of Denver 12 New Content: More Projects

Intermodal Transportation Institute University of Denver 13 The Puget Sound Region  The Port of Seattle and the Port of Tacoma together form the second largest freight gateway for containerized cargo in North America  An estimated 100 million containers a year are shipped to ports around the world  The Puget Sound Region together rank as the third largest freight gateway for containerized cargo in North America

The Supply Chain

Intermodal Transportation Institute University of Denver 15 Port Capacity  Source:Hanh (2003)

Intermodal Transportation Institute University of Denver 16 Gateway to Chicago

Intermodal Transportation Institute University of Denver 17 Puget Sound Capacity Container Traffic at West Coast Ports Source: Hanh (2003)

Intermodal Transportation Institute University of Denver 18 Supply Chain: Impacts  Road  Rail  Aviation  Ocean

Intermodal Transportation Institute University of Denver 19 Freight  Over 70% of the imported containers that enter the Puget Sound region are in fact headed for points elsewhere in the US  The majority of the imported goods passing through the port are considered “high value” which command a premium and are the main source of revenue for the railroads and shipping lines

Intermodal Transportation Institute University of Denver 20 Road  Seattle has one of the worst traffic congestion problems in the country  Approximately a 20% increase in travel times between sites  Commuter restrictions on oversized load items  Unable to deliver customer products  Long term and short term construction projects increase the congestion

Intermodal Transportation Institute University of Denver 21 Rail  Reduced service due to rail congestion  BNSF delays in Spokane cause additional delays in Seattle

Intermodal Transportation Institute University of Denver 22 Ocean Freight  Port operations are typically day shift only on weekdays  Vessels typically arrive on weekends  Truck access to ports is limited

FAST  FAST projects are strategically located along the freight corridor  A plan for developing these projects is in place  Public private partnerships develop the priorities for implementing projects

Intermodal Transportation Institute University of Denver 24 Current Challenges  Competition  Long Beach and Los Angeles  Vancouver  Tacoma  Public perception and involvement  Extremely important to its ability to maintain revenue streams and develop infrastructure  Port Operations  Excessive spending, salaries, and bureaucracy  Technology  Labor issues

Intermodal Transportation Institute University of Denver 25 Evaluation of Current Case Study

Intermodal Transportation Institute University of Denver 26 Dissemination  Text of Case study on the Web  Supplemental videos also on the web  Please Must request download access

Intermodal Transportation Institute University of Denver 27   Need password

Intermodal Transportation Institute University of Denver 30 Part III Detail Part III (planned – not underway)  Develop four (4) additional case study materials for use in educational activities throughout the APEC region.  Develop written materials for each of the case studies describing the intermodal system in the designated region.  Identify additional background and source material relevant to the location for each of the case studies.  Develop at least one of the case studies that will deal extensively with security issues.  Prepare transcripts of interviews with key individuals who have expert knowledge about the region will be provided.  Prepare video taped interviews with key informants for each case study.  Develop discussion questions for each of the case studies.

Intermodal Transportation Institute University of Denver 31 Action Plan: Phases III Phase III -Identify co-sponsors of project -Have co-sponsors nominate project for APEC funding -Submit formal funding request at next APEC meeting