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Agenda Item # 9

  Date: June 21, 2006
  Committee Meeting Date: July 12, 2006
  Board Meeting Date: N/A
  ACTION    ___      DISCUSSION   ___ INFO   X

BOARD MEMORANDUM

TO: Committee for Transit Accessibility
 Santa Clara Valley Transportation Authority
 Board of Directors
  
THROUGH:Michael T. Burns
 General Manager
  
FROM:Donald A. Smith, Jr.
 Chief Operating Officer
  
SUBJECT: Evaluation of Prototype Securement Device Design Submitted by Mr. Martin Bishop


FOR INFORMATION ONLY

BACKGROUND:

At the Committee for Transit Accessibility (CTA) meeting on May 10, 2006, the Committee requested information on the mobility device securement system proposed by Mr. Martin Bishop.   The following information was provided to the Transit Planning & Operations (TP&O) Committee at its meeting on April 24, 2006, and is provided in response to the CTA’s request.

Additionally, at the Board of Directors meeting on May 4, 2006 the Board adopted a policy to require bus mobility device users to ride with their devices secured, effective January 2007.   The Board also directed staff to send Mr. Bishop a letter regarding its action, which was mailed on May 11, 2006.   The General Manager and key staff members met with Mr. Bishop on June 6, 2006 to inform him of the Board’s policy direction.  A letter summarizing this meeting is attached.

DISCUSSION:

Staff has been working with the Committee for Transit Accessibility (CTA) to develop proposed changes to our bus mobility securement policy.   Key activities to date are summarized below:

  • January 2005:   CTA Mobility Device Securement Policy Task Force established.
  • June 2005:   Task Force recommends S-Hook type restraint system after internal testing and review of alternative restraint systems.
  • August 2005:   CTA adopted policy recommendation that mobility devices be required to be secured on all VTA buses.
  • September 2005:   Board approved contract in the amount of approximately $600,000 to purchase and install Q’Straint mobility device securement system on all VTA buses.
  • November 2005:   Tested Q’Straint restraint system on over 70 mobility devices at Northern California Abilities EXPO.
  • January 2006:   Q’Straint system installed on all VTA buses.
  • February 2006:   TP&O Committee and staff agreed to defer proposed implementation of securement policy until January 2007. 

Over the last several months, VTA’s Bus Engineering staff has devoted a significant amount of staff time to evaluate Mr. Martin Bishop’s conceptual design of a wheelchair securement system.   Attachment A is a detailed Feasibility Review from Jim Wihelm, Associate Mechanical Engineer – Automotive Systems, Bus Maintenance Engineering, regarding the feasibility of implementing Mr. Bishop’s concept.

VTA staff applauds Mr. Bishop’s enthusiasm in attempting to design a securement system that would improve the speed of securement, while enhancing safety to users and operators.   However, after careful review and evaluation, it is clear that this device does not meet Americans with Disability Act (ADA) requirements and that it poses potential hazards to other passengers and users.   There is nothing more that VTA staff can do to develop this concept to make it ADA compliant or engineer it for public transit service.

As noted above, VTA recently invested, with Board approval, more than $600,000 to purchase and install the Q’Straint mobility device securement system on all of our buses.   This device meets ADA requirements and has successfully demonstrated the ability to safely and effectively secure a wide variety of mobility devices (more than 70 different types at the recent Abilities Expo in Santa Clara).

Prior to the selection of a restraint system, in March 2005, the securement Task Force evaluated and tested several types of available mobility device systems for use in our buses.   This test process included recording securement time (using a stop watch), ease of operator use, and ability to secure three different types of mobility devices.   It was clear that the quickest, easiest and most efficient system was the S-Hook system, the system installed on our most recently purchased buses. 

The Task Force then solicited information from two primary mobility device securement system vendors, Q’Straint and Sure-Lok.   VTA bus engineers, training staff, and supervisors evaluated products from each vendor.   The task force unanimously recommended the self-tensioning S-Hook type system due to its ability to quickly, easily, and effectively secure the vast majority of mobility devices.  Q’Straint was then selected through a competitive bid process.

The installation of the Q’Straint system was completed in January 2006, and VTA has received no reports of operator injuries, damage to mobility devices, or excessive delays in revenue service operations.   During the month of March 2006, we completed 1,554 successful boardings using this restraint system.

We continue to recommend that Mr. Bishop collaborate with universities or businesses that specialize in securement device research, development, and testing if he wishes to continue to pursue his concept.   Given the issues our initial analysis revealed, staff is recommending discontinuing further analysis of Mr. Bishop’s conceptual design as we have exhausted all other options and do not have sufficient staffing, expertise, or budgeted financial resources to devote to this analysis and further development.

Staff and other key stakeholders have invested significant time and efforts in developing this proposal.   We believe that the Q’Straint system, coupled with strengthening our policies and procedures relative to securement, provide the best and safest approach to serving our customers and bus operators.

 

Attachment A

Feasibility Review:

Proposed Wheelchair

Securement System

Staff Contact: James Wilhelm

Associate Mechanical Engineer Automotive Systems Bus Maintenance Engineering
 

INTRODUCTION

In recent months, VTA staff has been approached by Mr. Martin Bishop regarding an alternative mobility device securement concept he has designed. Mr. Bishop is a community activist and advocate who has served on several boards addressing the needs of the disabled community. At the request of VTA’s Transit Planning and Operations Committee, staff reviewed the feasibility of implementing Mr. Bishop’s idea on VTA buses.

EXECUTIVE SUMMARY

The concept Mr. Bishop proposes has several design issues. The main problems concern interfaces with the structure on the different bus models within the VTA fleet and the complexity of designing adjustments to make the concept universal to accommodate the many different mobility devices in use. Additionally, implementing the concept raises liability concerns and would require extensive testing.

Therefore, staff has determined that developing the proposed concept is beyond the resources of VTA. Among public transportation agencies nationwide, only New York City and one or two others possibly have the ability to attempt development of the proposal. The proposal is better directed towards university-based research groups and commercial firms. Staff recommends those development avenues to Mr. Bishop.

ANALYSIS

The concept proposed by Mr. Bishop is illustrated and described in an earlier document included at the end of this report (Appendix A). The concept is an attempt to realize several improvements over the current wheelchair securement methods, which consist of four or more retractable belts attached to the bus floor.

CONCEPT INTENTION

The intended improvements of Mr. Bishop’s concept include:

  • 1.The device being deployed by the bus Operator from a standing position, with the intent of reducing the chance for back, hip or knee injuries from having to reach floor-mounted belts/retractors. The further intention is mitigating increased Worker’s Compensation claims for transit properties that mandate mobility device securement.
  • 2.The Operator not having to stretch into uncomfortable positions to reach floor-mounted belts and possibly reducing concerns about infringing on passengers’ personal space to attach securements.
  • 3.Reducing the chance of wheelchair tip-overs, which are thought to be the most common wheelchair incidents where injuries occur.
  • 4.Use with virtually all styles of wheelchairs and avoiding contact with the wiring of electric wheelchairs, which is a possible claims issue for belt-style securements.
  • 5.Allowing quicker deployment than belt-style securements to minimize service delays on bus routes.
DESIGN EVALUATION

VTA staff evaluated the design and foresees several issues and disadvantages precluding further development for transit operations:

  • 1.The proposed securement device does not meet ADA requirements.
  • 2.It may not be possible to design the device and its pivoting mountings points to be strong enough in an accident.
  • 3.Different wheelchairs and scooters locate their occupants at different heights. Therefore, the device described will not be adequate, and may even be hazardous, to some users.
  • 4.There are potential safety hazards to non-wheelchair passengers.

EVALUATION DISCUSSION

Mr. Bishop does not believe the first two design issues raised by VTA staff apply, pointing out that while the ADA has very high standards for mobility device securements and mandates that securements be provided on the bus, it does not mandate that the securements be used.

However, using this logic, the proposed concept would then be analogous to an intended replacement for something like grab-handles – devices that provide a clear benefit for a standing passenger while the bus is moving, turning, or stopping, but which are not designed to protect the user from injury in the event of an accident – rather than for the belt securements on the bus.  Under the ADA, this interpretation would require that the belt-style tiedowns VTA already has in place remain in the bus for passengers who want full securement, rendering the proposed device unnecessary.

Irrespective of intent, VTA staff is extremely concerned that, to a reasonable person, the proposed device would appear to be a new safety system – one that would be assumed to be just as safe as belt-style securements. The fact that the device would need to be deployed by the bus Operator would increase the chances of this misperception occurring. Grab-handles, by contrast, are passive convenience items that pre-date all safety regulations (there are no regulatory requirements for them) and have well-known, commonly understood limitations.

With the potential liability that would arise from individuals over-estimating the capabilities of the proposed device, VTA staff strongly believes that the first two disadvantages should apply, and that the device, therefore, must be designed to meet ADA securement system requirements.

MEETING ADA STANDARDS

ADA standards require that, when secured, a wheelchair must not move more than 2 inches in any direction. The proposed concept currently has no way to prevent large movements of a wheelchair in an upward direction and, for smaller wheelchairs, would permit large sideways movement.

These problems might be mitigated by additional adjustments bars, like the one designed to limit fore and aft movements shown in the attached design document, but that would reduce the main suggested advantage of the concept, its simple, easy, and quick deployment.

FEDERAL MOTOR VEHICLE SAFETY STANDARDS

Federal Motor Vehicle Safety Standards (FMVSS) aim for successful securement in impacts of up to 20g force. Amusement park ride bars, which have been cited by Mr. Bishop as the model for the device, are not designed for more than 1g or 2g forces. For amusement park rides, all the major accelerations are into the seats, and the bars normally are only for preventing climb-outs and for retaining passengers in the event of a stall while the ride is upside down. Therefore, any concept that uses the design for a transportation application would need to be much more robust and would require an extensive testing program.

FMVSS typically requires a 5000-lb. pull test (2500 lbs. for each anchorage), which would place severe loads on the pivots, on the adjustment bar, and on the sidewalls of the bus. The sidewalls of buses are not designed to accept such point loads, except at the shoulder-belt mounting points for the driver and wheelchair passenger seatbelts. The bar that is being proposed would be mounted between those two “strong points” on the bus sidewall, in an area where there is no additional reinforcement.

Therefore, testing would be required to determine if there is a need for additional reinforcement of the sidewalls, and the tests would almost certainly prove that there is a need for additional reinforcement. The testing requires applying a large pulling load to the securement device installed in the vehicle, and typically results in permanent deformation or breakage of the vehicle structure.

A further important complication is that VTA, like most transit properties, has multiple models of buses from several manufacturers. Each has a different sidewall design, therefore requiring different reinforcements be designed and fully tested for each one.

ADJUSTMENTS TO REDUCE MOVEMENT

The third disadvantage has not been discussed with Mr. Bishop, but is also a critical one. The proposed method of reducing wheelchair passenger movement while within the confines of the device is a bar that would be adjusted towards the passenger. Since the passenger’s seated height will depend on the particular design of his/her wheelchair or mobility device, the bar could contact the passenger in the chest, the stomach, or close to the neck. Depending on the passenger’s disability, the chest or the stomach may be particularly sensitive to impact, and any impact in the neck area is clearly unacceptable.

The only way VTA staff sees to mitigate this problem would be to add some vertical adjustment to the bar. As with additional lateral adjustments, mentioned above, this would again reduce the concept’s ease and quickness of use. It would also force each bus Operator to use his or her best judgment, in negotiations with the wheelchair passenger, on how to most properly adjust the device, cutting further into any advantage the device has in decreasing service delays.

The fourth disadvantage is due to two factors. First, the simple adjustment proposed to deal with fore and aft travel results in rods protruding forward from the device. Second, the added adjustments VTA sees as necessary to restrain the passenger in all directions and to eliminate contacting the wheelchair passenger in vulnerable areas, and the need for enough strength to pass the pull tests, would make the device much heavier than originally proposed. Therefore, if the device comes loose from its stowed position, the potential for injuries to passengers, due to its weight and protrusions, is significant.

RECOMMENDATION

VTA staff recommends that Mr. Bishop direct any further pursuits on the development of his idea to any of the several universities that have been researching improved ways to secure wheelchairs in transit vehicles.

Oregon State University has been looking into a system similar to Mr. Bishop’s that would not require any belts, but it has the disadvantage of requiring the passenger to ride facing rearward. It needs to be noted that the research team at Oregon State has been working on the concept for several years, indicating the complexity of what, at first glance, may appear to be a simple issue.

The University of Pittsburgh and the Cleveland Clinic are two other research institutions that have had teams of engineers and designers trying for several years to find improved ways of restraining wheelchairs, without yet having designs they can show to be superior to belt securement systems. However, they would be additional appropriate organizations for Mr. Bishop to approach with his concept.

Mr. Bishop has also been given the names and contact information of the major securement device manufacturers serving this industry, which may be another appropriate development avenue for his design.

APPENDIX A -- CONCEPT DESIGN

Front view, with wheelchair in streetside securement area (Flip-up seat not shown for clarity, but would be below securement device shown in blue)

Ceiling


Pivots at mounting brackets

Securement device stowed

Streetside bus wall

Bus Floor

Ceiling


Streetside bus wall

Bus Floor

Securement device deployed

Top and Side views, with Wheelchair in Streetside securement location.

Securement device stowed


Securement device stowed

Bus windows

Top and Side views, with Wheelchair in Streetside securement location.

Securement device deployed


Note, adjustable bar to slide back towards passenger to reduce impact in the event of an accident.   Bar would be adjusted by Operator to fit passenger and then held in place with sturdy pins.

Securement device deployed

Bus windows

All sides of the device, and the adjustable bar, would be padded.  A latch would be provided near the pivot points at the mounting brackets to retain the device when not deployed.

Note:  A fourth page was originally included with the information in this Appendix on the proposed wheelchair securement concept.  The page served to document receipt of Mr. Bishop’s idea, to be used by Mr. Bishop to prove the date that he described his idea if he later chooses to pursue a patent, as he has suggested in conversations with VTA staff. However it should be noted that VTA does not believe the illustrations above are sufficient for a patent application, which would require significant additional description.

The fourth page also included VTA staff’s initial review of Mr. Bishop’s idea, much of which is included in the Analysis section of this Review. Because it had a focus of documenting the initial idea, and because much of it would be repetitive, it is omitted from this Review.

 

June 8, 2006

Mr. Martin Bishop

10092 Bianchi Way #107

Cupertino, CA 95014

Dear Mr. Bishop,

This letter summarizes our meeting of June 6, 2006, The purpose of this meeting was to inform you of the policy direction that the VTA Board of Directors provided staff regarding bus securement. Specifically, the Board has adopted a mandatory securement policy based on the recommendation of the Committee for Transit Accessibility (CTA). As a result of this Board action, I have directed staff to discontinue additional analysis of your prototype securement system.

The CTA's recommendation was based on the work of its Mobility Task Force subcommittee, which analyzed all aspects of this policy for more than a year, The analysis performed by the Mobility Task Force was comprehensive and included review and assessment of issues related to equipment, safety, marketing, and ADA compliance. The Task Force recommendations included the purchase of a securement system - Q'Straint - that is commercially available, is ADA compliant, and has a demonstrated history of providing safe and reliable securement, I appreciate the amount of work you have done to design a device that you believe provides the potential to improve current securement technology. However, we have analyzed your device and have concluded that it does not meet ADA specifications for such devices and would require significant re-engineering that VTA does not have the resources to support.

We previously provided you with contact information for vehicle manufacturers and educational institutions that are expert in this area and that may have an interest in your design. I encourage you to contact one of these entities regarding your device.

We share your commitment to providing safe and efficient mobility device securement on our buses. Please recognize that the VTA Board of Directors has indicated a clear policy direction that we are implementing; and that VTA does not have the staffing resources to design and or engineer equipment such as your prototype securement device. Therefore, again, I have directed VTA staff to discontinue any additional analysis of your prototype device. I recommend you bring any ongoing concerns you may have to the CTA. Additionally, the CTA is a forum to discuss concerns relative to transit accessibility.

Sincerely,

Michael T. Burns, General Manager

 

  
  

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