Household Markets fol" Neighborhood Electric Vehicles in California
Transcription
Household Markets fol" Neighborhood Electric Vehicles in California
Household Markets fol" Neighborhood Electric Vehicles in California Kenneth S. Kurani Daniel Sperling Timothy E. Lipman Deborah Stanger ThomasTurrentine Aram Stem Reprint UCTCNo. 462 The UnJvers|~y Transpertation of California Center The Univermty of California Transportation Center COCTC) is one of ten regional umts mandated by Congress and established in Fall 1988 m support research, edueatmn, and trmmngin surface transportation. The UCCenter serves federal Region IX and is suppormd bymatching grants from the U.S. Department of Transportation, the Cahfomia Department of Transportation (Caltrans), and the Umversity. Based on the Berkeley Campus, UCTCdraws upon existing capabiliues and resources of the I~latutes of TransportaUon Studies at Berkeley, Davis, Irvine, and Los Angeles; the Insumte of Urban and Re~nonal Developmeat at Berkeley; and several acadermc departments at the Berkeley, Davis, Irvme, and Los Angeles campuses. Faculty and students on other Umverslty of Cahfornia campuses may participate m Center aetav1~es Researchers at other universities wxthln the regaon also have oppormmues to collaborate with UCfaculty on seleeted smdaes. UCTC’seducatmnal and research programs arefocused on strategac planmng for ~mproving metropolitan accessib~hty, withemphas~s on the speaal~con&tions m RegmnIX Particular attentaon is d~rectedto strategies for using transpormtmn as an instrument of economic development, whilealsoaccommodating to theregion’s persistent expansmn and whale maintaining and emhancmgthe quahty of life there. TheCenter dzstributes reports on itsresearch m workang papers, monographs, and in repnnts of published articles Italsopubhshes Access, a magazinepresen~ng summaries of selected studms. For a hstof publications m print, writeto theaddress below. p)SCLAIMER ® University of Cahferaia Transportation Cen~er 108 Naval Ardatceturc Bufl&ng Berkeley, Cahforma94720 Td 5101643-7378 FAX510/643-5456 The contents ofthisreport reflecttheviews oftheauthors, who are responsible forthefactsand theaceum~ of the[nformstion presented herein. This document is disseminated under ~he sponsorship ofthe Departrne~ ofTrans,~o~ti~e, University Transportation Centers Program in theinterest af informaUon ecchange. The U.,~.~vernment assumes no tiabilety forthecontents oruse thereof. Thecontents ofrids r:,~ort reflect th~ v:ewsof the authorwhomresponszblc forthefacts andaccuracy ofthedata presented hcrcm Thecontents donoz necessarily reflect theofficmt vlews orpohcmsoftheState ofCalfforma orthe U S Departmentof Traasporta~on.Tins report doesnot conslatute a standard, specafiealaon,o~ rcgu~Uon. Household Markets for Neighborhood Electric In California Vehicles Kenneth $. Kurani Daniel Sperling Timothy E. Lipman Deborah Stanger ThomasTurrentine Aram Stem Instttute of TransportatmnStudies Unwerslty of Cahfomla Davis, CA 95616 Reprinted fi om Institute of TransportatzonReseat eh Report UCD-ITS-RR-95-6 (1995) UCTCNo 462 The Umversxtyof CahfomlaTransportation Center Universityof Californiaat Berkeley Acknowledgments Several people have provided support and insight into ITS-Davis’ NEVmarket research and demonstration projects. Weowea great intellectual debt to William Garrison. Professor Garrison established a long history of inqmryinto integrating small, non-freewayvehicles (electric or otherwise) into our existing transportation system. Wewouldalso like to express our appreciation to Albert Sobey, Paul MacCready,and Bill MacAdam for their contributlons to the discussion of "neighborhoodelectric vehicles". Thoughwe have consistently differed with the opinion of AmerigonInc., one of our co-participants m CALSTART’s NEV program, on the "NEV"definition, they remind us that manywhohve m modernurban and suburban Americaperceive freeways to be essential hnks within their neighborhoods. Wewould like to thank the CahfomiaEnergy Comrmssion,the Federal Transit Administration and other membersand participants of CALSTART’s NEVprogram who funded the NEVresearch program at ITS-Davis. PG&E generously provided additional support beyond its CALSTART contribution. The Sacramento MumcipalUtihty District (SIVlUD)co-sponsored EVand NEVnde-and-diive clinics and provided logistical support for our household NEVreals. SMUD and Pacific Electric Vehicles prowded C1ty-ComCityEl vehicles for our use. The KewetEl-Jet used m muchof our work was purchased from Green Motorworksby PG&E.Nordskog (acqtured by US Electncar during the study period) also provided a vehicle° The California Institute for EnergyEfficiency and the California Air ResourcesBoardprovided additional funding for a statewide survey of the potential electric velficle market m wh_ichwe included the NEVconcept. The cooperation and assistance of John Wohlmuthfrom the city of Palm Desert and Sopbaa Patgoulatos from the city of Dawsare gratefully acknowledged. Michael Poe of UCDavis Instructional Mediafilmed and produced the informational video used in the statewide survey. Ed Gallagher, Gabe Hopperand Scan Co provided invaluable assistance in the adnfimstration and analysis of that survey. Disclaimer The authors are solely responsible for the opinions and conclusions presented here. Nothing containedin this report is a statement of policy or intent by any funding agencyor sponsor. The menUon of commercialproducts, their source, or their use in connection with the research reported hereto does not constitute an actual or implied endorsement. Table of ContP_ ts Acknowledgments ....................................................................................................... Disclaimer ....................................................................................................................... i i EXECUTIVE SUMMARY ............................................................................................. Defimng Neighborhood ElectricVehicles.............................................. HouseholdTravel Behaviorand the ResearchQuesuons....................... Hypotheucal Market Niches for NEVs:Howwe chose our samples ..... AcuvltySpaceandNEV MarketPotential............................................. Markets for Neighborhood ElectricVehicles......................................... Recommendations ................................................................................. -E×ec-z Exec-i Exec-lv Exec-v E×ec-vh Exec-vh Exec-x I. INTRODUCTION ................................................................................................... TheChallenge ..................................................................................................... Overviewof the NEVMarketResearch and Veh~c|eDemonstrauons............... Market StudyandDemonstration ProjectGoals................................................. Unifying TheoreUcal Concepts ........................................................................... What is Activity Analys~s? ..................................................................... TheEarly GeograptucalRootsof Activity Analysis.................. HowCapabihty Constraints Subdiwdethe Time-SpacePrism .. Time-Space Prismsand HouseholdActivity Space.................... NEVs: NewTravelConstraints,NewTravelTools........................................... 1 I 3 5 6 7 8 9 10 11 II. CASESTUDIESOF "NEV" COMMLrNYFIES: Palm Desert, California and Sun 14 City,Arizona ............................................................................................................ 15 Palm Desert, California ........................................................................................ 16 TheGolfCartDemonstration Program ................................................... Resultsof FocusGroupwithGolfCartDrivers..................................... !7 ~8 Characteristics of theElectricCarts............................................ Electric Cart Use: Formation of a GolfCart Space................... I9 Effect of GolfCart Infrastructure on Cart Use............... 20 Cart Driver Evaluationof City of PalmDesert’sEfforts ............ 22 Implementation Issues............................................................................. 23 Driving InPalm Desert ........................................................................... 24 Palm Desert Summary ............................................................................ 25 SunCity,Arizona ................................................................................................ 26 ResultsOfFocusGroupsWithGolfCartDrivers.................................. 27 Characteristics of the Golf Carts ChoicesbetweenElectric andGasCarts ........................ 28 Golf Cart Purchase and Use: Formationof a Golf C~’t Space .. 28 Effect of Golf Cart Infrastructure on Cart Useand Safety ......... 29 30 SunCitySummary .................................................................................. 30 Lessons fromGolfCommunities ........................................................................ 11 RIDE-AND-DRIVE CLINICS WITH EV HOBBYISTS AND ENVIRONMENTALISTS. Hypothetical Early Market Segments for Electric Neighborhood ElectricVehicles .............................................................................. TheRideandDrive Setting ................................................................................. TheVehicles .......................................................................................... TheParttcipants ...................................................................................... TheTestDrives ....................................................................................... Who is Likelyto BuyEVsandNEVs? ............................................................... Characteristics Of TheHobbyistAndGreenMarketSamples........................... Perceptions of ElectricVehicles ............................................................. Information Sources ................................................................................ Personal andHousehold Characteristics ................................................. Identifying AGreen Market .................................................................... AttributesAffectingSpecificVehicleChoices....................................... Conclusions ......................................................................................................... IV. and 33 34 34 35 36 36 38 38 41 44 45 46 47 HOUSEHOLD ACTIVITY SPACE"Neighborhood Electric Vehacle Trials ......... Study Design ...................................................................................................... Participants .............................................................................................. Llrmts on the study conclusionsgiven the recruiting process .... Parucipant Responsibdities ..................................................................... TheTravel Diaries ...................................................................... TheInterview .............................................................................. TheStudySettings:DavisandSacramento ............................................ Summary Evaluationsof Changesin Travel due to the NEVs ........................... TheImpactof Authorityand CouplingConstraints on Travel ............... TravelbyNEVs andotherModes ........................................................... TripsandMalesTraveledin the NEVs ....................................... Household Response to the NEVs: OverallImpressions.................................... Changes in Household’s ActivitySpace.............................................................. Mode Defined ActivitySub-Spaces ........................................................ NEV Spaceandthe RoutineActivitySpace............................... Changing Routes to Activities ................................................................ LandUseand Infrastructure Limits on RouteChoice................ Household Response to a DistanceBudget............................................ Passenger and Payload Capacity: Authority and CouphngConstraints TheImpactof Childrenin a Household ..................................... Perceptions of NEV Safety................................................................................. NEV Ownership: Changesin Household Fleets of Vehicles.............................. Inclusionof a NEV in Households’ Vel~cleChoiceSets ................................... NEV Buyers? Some Counter-Examples ............................................................. NEV UseIn ATightlyConstrainedActivity Space............................... Beyond travel:Carsas defensible space................................................ Conclusions ....................................................................................................... 50 51 51 52 53 53 54 55 56 56 62 62 66 68 68 70 72 73 74 77 77 78 79 80 81 81 83 84 V. HOUSEHOLDMARKETSfor ELECTRIC and NEIGHBORHOODELECTRIC VEHICLES: AStatewide Survey ........................................................................... 87 Implement., ActivityAnalysis Concepts ......................................................... 88 TheSurvey Sample ................................................................................. 91 91 TheSurvey Instrument ............................................................................ Creatingan Imageof the Household Activity Space.................. 92 TheNEV compared to othervehiclechoices......................................... 93 Hybrid Households ................................................................................. 96 EVSharesof the NewLightDutyVehicleMarket................................ 96 Markets forNEVs .............................................................................................. 97 Who Buys NEVs? ................................................................................... 98 Life cycles:TheEffectsof Age,Children,andIncome ...................................... 100 Changes mHousehold Fleets.................................................................. 103 Changes in Body StyleChoices .................................................. 105 Intended usesof theNEVs .......................................................... I07 Patternsof DailyVehicle D~stances ........................................................ 108 Conclusions ......................................................................................................... 109 VI. CONCLUSIONS: MARKETS FOR NEVs ............................................................ 111 OneSizeDoes NotFit All.................................................................................. 111 DefiningNeighborhood E!ecmc Veh:cles.............................................. 111 NEVMarketsare defined first by places, and second, by people .......... 112 An example NEVmarket defined by locaUon reUrement agehouseholds ............................................... 113 114 Answers to the Initial Research Questions ......................................................... Creating NEV ActivitySub-spaces ......................................................... 114 NEV AcfivltySub-spacesand VehicleChoiceSets ............................... 114 ActivitySpaceandNEV Market Potential........................................................ 115 Compact Activity SpaceAccessibleby SurfaceStreets ............... : ......... 116 NEVs mHousehold VehicleFleets........................................................ 116 New VehicleOwnership Arrangements ................................................. 118 118 Market Niches forNEVs ..................................................................................... SafeVehicles or SafeSystems? .......................................................................... 121 122 NEVs for Household Markets:TwoTypesof NEVs’~ ........................................ NEV Driving Range ............................................................................................ 123 123 NEVs andtheZEV Mandate .............................................................................. 124 Closing ............................................................................................................... 126 Recommendations ............................................................................................... Demonstration projects............................................................... 126 Coahfion building ....................................................................... 126 Quantitative market estimates ..................................................... 127 REFERENCES ............................................................................................................... 1V 128 APPENDIX A: PALM DESERT, CALIFORNIA GOLF CART LANE DESIGN CRITERIA .............................................................................................................. aq APPENDIX B: PALM DESERT, CA and SUN CITY, AZ FOCUS GROUP OUTLINES ............................................................................................................. b-i APPENDIX C: PERCEIVED UNCERTAIN or HAZARDOUSROUTES and INTERSECTIONS m the PALMDESERTGOLFCARTNETWORK ................ c-i APPENDIX D: RIDE-AND-DRIVE CLINIC SURVEYSand FOCUS GROUP OUTLINES .............................................................................................................. d-i APPENDIXE: HOUSEHOLD VEHICLETRIALS INTERVIEWFORM................. e-1 APPENDIXF" VEHICLEDESCRIPTIONSm the STATEWIDE SURVEY............ f-i bles Table 1.1: NEVsEvaluatedm MarketR~.:~.arch and Demonstratmn Projects ............... 3 Table 3.1: TransitionTableof EVChoicesduringthe FocusGroups............................ 36 Table 4.1: Lengthof Timefor whichTrip had beenExpectedto be Made.................... 56 Table 4.2: HowLong Trip Had Been Expected By Whether Trip Could be Made at Another Time ................................................................................................ 58 Table 4.3: Trip Destinationby HowLongTrip HadBeenExpected............................. 59 Table 4.4: Serve Passenger Trips by WhetherTrip Could Be MadeAnother Time ...... 60 Table 4.5: Serve PassengerTrips by HowLongTrip has beenExpected...................... 61 Table 4.6: TripModeFrequenmes for all Trips by all Households ................................ 63 Table 4.7: TravelMode for whichthe NEV Substitutedby City ................................... 64 Frequencies byCity........................................................ Table 4.8: TotalTravelMode 65 Table 5.1: Rangeand Top SpeedCharacteristics of EVsmthe Statew~deSurvey........ 89 Table 5.2: NEV Descnptlon providedto SurveyRespondents ...................................... 93 FuelTypeChoices ........................................................................... Table 5.3: Vebacle 95 Table 5.4: Vehicle Choiceby Impactof EnvironmentalSolutions on Lifestyles .......... 98 Table 5.5: VehicleChoiceby Life cycle .......... 2.............................................................. 100 Table 5.6: Life cycle by WhetherNewVebacle will be an Addition to the Household Stock of Vehicles ........................................................................ 102 Table 5.7: Vetucle Choice by WhetherNext NewVehicle will be an Addition to the Household Stock of Vehicles ........................................................................ 103 Table 5.8: ActualBodystyle ChoicebyPreferredBodystyle ....................................... 105 Table 5.9: DefiningTrip Purposesfor Households whichchoseNEVs ......................... 106 Table 6.1: PossibleCharacteristicsof TwoClassesof NEVs ......................................... 120 Vl Figures Figure2.1: Cross-Section of El Paseo.PalmDesert,Cahfornla................................... 20 Filmre3.1: Cheap to RunEVsbySample ...................................................................... 39 Figure3.2: EVsare the Keyto SolvingAir PollutionBySample................................. 40 Figure 3.3. ChangemEvaluationof whetherEVsare Practical BySample................. 41 Fi~Nre 3.4: Sourcesof EVInformation bySample ........................................................ 42 Fi~Nre 4.1: Cantrip be made at anothertime?............................................................... 56 Flg~re 4.2: Flexibility of Trip Timesby Lengthof TimeTrip had been Expected........ 57 Figure4.3: TripModes for all Tripsbyall Households ............................................... 62 Figure4.4: Modes for whichthe NEV Submtuted ....................................................... 63 Figure5.1: Vehicle FuelTypeChoices ........................................................................ 94 EXCC-I EXECUTIVE SUMMARY DefiningNeighborhood Electric Vehicles The general defining characteristac of NEVsis their speciahzauonfor local travel. As such, they will have hmited range and low top speeds and thus, low energy storage and low power needs. Consistent with keeping energy and power requirements low, NEVswill be small. Theywill likely accommodatetwo or three persons plus storage space, but some maybe larger so as to accommodatefamdies with children. Weenvision that NEVswill range from top-endvehicles that are intendedto travel on arterial streets at speedsof up to 45rnph,to bottom-end NEVs,with top speeds of about 25mph.1 Bottom-end NEVsmight have separate riglat-of-ways, only rmxingwith other motorvehicles in speclahzed circumstances, such as stre, ets with stnngent vehlcle speed and slze restrict.tons. Wesee little reason for the driving range of NEVsto exceed 40 miles or so, since they will only be driven on sequencesof short trips and can be readily recharged each night. The Research Tasks and Goals Under the auspices of the CALSTART NeighborhoodElectric Vebacle Program, the Institute of Transportation Studies at the University of California, Davis conducted neighborhood electric vehicle (NEV)market assessments and vehicle demonstrations. This report describes that research and provides descripuonsof the potentaal personal, private transportatlon market niches for NEVsin California. The CALSTART-sponsored NEVmarket research and demonstration projects performed by ITS-Davls encompassedthe following sub-proJects: ¯ case studies of the "golf cart.communiUes"Sun City, Arizona and Palm Desert, California; ¯ ride-and-drive clinics in which people drove and reviewed a wide variety of electric vehacles, including NEVs; ¯ vehicle trials in which households were given use of a NEVfor a one-week period; and ¯ a statewide mail survey of householdelectric vehicle purchase intentions. The overalt goal of this research agenda was to determine whether households can imagine using a NEV,and based on that assessment, whether they would buy one. Wewish to 1 Electric-assist bicyclesare conmdered by someto be NEVs. Wedo not includethemmthis discussionsince thereare fewpohcy,infrastructureor markeUng issuesthat differentiateelectric-assistedfromnon-assisted blc’¢clesIn fact, electric-assistb~cycles enjoythe advantage, relativeto otherNEVs, of alreadybeingexphcltly recogmzed mvelucle codes lx~-~c-n understand the possible dynamicsof market developmentMost of the research we report here was conducted on small samples of households, in highly interactive settings° Our use of in-person interviews, ride-and-drive clinics, focus groups, travel dla,nes and detailed surveys was intended to provide detailed images of households’ responses to NEVs.Based on these, this report provides the basis for developing quantitative estimates for NEVmarket niches. Wesumma_nze the main results of these four research acuvities before providing a brief description of the theoretical basis for our workand a market overviewbased on a synthesis of our results. Summaryof Results CaseStudies of "Golf Cart Communities" ,, Palm Desert, CAand Sun City, AZrepresent two alternative pathways to implementingNEVs.PalmDesert represents an effort to retrofit existing roadwayinfrastructure to serve very low speed vehicles° Sun City shows that in communitiesintended for low speed vehicles, specialized roadway infrastructure maynot required. * The demonstrationproject in PalmDesert showsit wiUbe possible ’,~ retrofit somecommunitiesto very low speed vehicles° The few con:~,’ialnts by cart drivers about the golf cart roadwayinfrastructure deployedin Palm Desert centered on a few intersections where prior roadwayconditions made it impossible to implementthe new~nfrastructure m a consistent rammer. o Half the participants in the Sun City focus groups had displaced a gasohne vehicle from their householdvehicle holdings with an electric or gasoline golf cart. The most commonvehtcle ownership pattern amongour participants was one cart and one automobile° - In SunCity, there has been a shift awayfrom electric golf carts toward gasoline carts. Ourinformantsindicate this is largely due to the higher top speed of gasoline carts (reported to be as high as 25 miles per hour as opposedto 15 to 18 miles per hour for electric carts). ° As this shift to gas carts indicates, top speed wasmorelikely to be a constraint on cart use than was driving range. In communitiesdesigned, or otherwise intended, for NEVs,25 miles per hour maybe an acceptable top speed capability. - Whilecarts mtght be used for any given local trip, trips madeby cart tended to be single purposetrips. Linking together of several activities was generally not possible because the carts had no locking storage. However, mosthouseholdsdid not appear to link activities, even in their automobiles. Ride-and-DriveClinics ¯ Thoughintended to determine the response of two hypothetical early market segments--EVhobbyists and envLronmentalists--to NEVs,the ride-and- drive clinics indicate that activity analysls conceptsbetter Identify possible NEVbuyers than does membershxpm either of the hypothetical segments. The speed limitation of NEVscreated a clear demarcationof vehicle classes. Those wilhng to buy a NEVhved m locations that allowed access to a substantial set of their activities by a low speedvehicle. Across the wider variety of households contained in these sub-samples (than contained m the sub-samples from "golf cart communities"), velucle size (that is, passenger and payload capabilities) was an important determinant whether households judged NEVsto be practical vehicles. Vehicle Tdals Theinteraclaon betweenhouseholdactivity choices, available travel tools, and the physlcal environment determine whether households judged NEVs to be pracUcaltravel tools. The abihty of a householdto construct a meaningful set of actxviues to which the NEVcould prowdeaccess was a prereqmslte to a favorable NEVpurchase retention. ¯ Wehypothesized that households had, or wouldbe wilhng to form, distract sets of actlvmes they accessed by different travel modes. Wefound this to be true m those households m Davis that madeextensive use of bicycles. Bikes are not used casually or haphazardly. These households had regular and well-defined, if occasionally overlapping, sets of activities they accessed by bike and by automobile - Householdshad to distinguish NEVsfrom some other travel mode(usually automobiles) m order to form a positive purchase mtentaon. If they saw the NEVsimply as a limited car, they were less hkely to consider buying one. ° Travel by all householdswas controlled to a very large degree by rouUnes formedin response to schedules and activity links imposedby authority and coupling constraints. ¯ NEVsreplaced a higher proportion of households’ trips than of males m all but one of our parUcipant households. Across all households, NEVs traveled only 19%of the total distance householdstraveled during their diary weeks,yet they were driven for 41%of all trips. ° Animportant tradeoff betweenwhether to drive the NEVor a car centered around adaptations to driving range. Adaptations included planning to decide which driver (ff any) wouldtake the NEV,switching vehicles betweendrivers during the day, planned changes in trip hnkages, unplanned interruptions of trip linkages and daytimerecharging of the vehicle. ° The experience of almost all the households argues for NEVswith mimmum ranges of 40 miles, manimum top speeds of 40 miles per hour, and the option of vehicles capable of seating 2, 3, or 4 persons for NEVsintended to be used on the existing infrastructure of cities and townsnot originally designed for NEVs. Exec-lv Statewide Survey ® The 4.3 percent our sample ho chose a NEVtranslates into an annual share of the newcar marketm California of just under 1 percent. In practice, the 19 households that chose a NEV(of454 households) represent too small sampleto form a statable basis for market share estimates, so wepresent the estimate simply as point of reference from which to makeobservations about markets for NEVsand marketing of NEVs. ¯ These households demonstrate that some households living in suburban communitiesaround the state can visualize that NEVsallow them access to an importantpart of their activity space. ° Theydemonstratethat householdsare wilhng to construct entirely different household fleets of vehicles around a NEV,Iendmgcredence to our prermse that householdvehicle purchase decisions are based on the vehicles the householdalready ownsas well as the vehicles they are considering for purchase. Theswhouseholds reinforce the conclusion that people whochose EVsand NEVsregard themas practical transportatton tools first, and as expressions of envtronmentalismsecond, if at all. HouseholdTravel Behavior and the Research Questions Weuse the concept of a householdactivity space to provide a unifying thread throughout our NEVresearch. Briefly we describe a household’s activity space as. ° ,, ¯ ,, ° the household members’activities; the time schedule of those actwities; the geographiclocation of those activities; linkages betweenactivities; and. the modesand routes used to access those act~wties. Linkagesinclude both linkages betweenone person’s series of actiwties (e.g., whetherthe female household head makesa trip to her dentist on the way homefrom work) and linkages between household members(e.g., whether she then stops at daycare on her way homefrom the dentist to pick up one of the family’s children). The constraints on a household’sactivity space include: ° ¯ ° ° ¯ the household structure of relations and responsibdmes; vehicle ownershipand availability of other travel modes; time schedules imposed from outside the househoId; an incomebudget; and in the case of electric vehicIes, a distance budget. Thedistance budget is newto households. Gasoline (and diesel) vehicles and their ubiquitous fuel statmns provide long daily range. But battery EVsand NEVswill have short Exe.c-v driving ranges and mayrequire a few hours to recharge. Providing the reformation context for households to competently imagine howthey wouldincorporate a limited range vehicle into their stocks of vehicles is the core of the designsfor all of our studies. Fromprevious studies of the impact of hmited range on households (Kuram, Turrentmeand Sperling, 1994; Turrentine, Sperhng, and Kurani, 1991), we identafied two elements within the households’overall activity spaces that affected their demandfor driving range: ¯ Theroutine ac~vity space is defined by that set of actavities that the householdaccesses on a daffy and weeklybasis (including all the other associated dlmens~ons--Iocation,modeand route to access, etc.); ¯ A critical destination is a destination that a householdmemberfeels they must be able to reach even if the "unlimited range" gasohnevehicle is not available. As an additional premasefor the NEVresearch we include: ¯ Householdshave, or can create, sub-spacesof their activity space that are defined by the choice of travel modeto access those actawties. Giventhese, our research questions are: ¯ "’Will households create NEVactivity sub-spaces?" ° "Is the existence of these NEVacn’vity sub-spacesa sufficient condition for householdsto include NEVsIn their choice sets for their next vehicle purchase decisions?" Hypothetical Market Niches for NEVs: Howwe chose our samples Each of the research tasks was intended to examinethe response of real or hypothetical market niches to NEVs.The case studies of Sun City, Arizona and PalmDesert, California provide insights into the vehicle purchase and use behavior of households that already own smzdl, low-speedvehicles. The physical infrastructure of these towns is similar to suburban developmentseverywhere; Whatmakesthese towns special is the characteristics of the households. First, most householdsthat ownand drive golf carts are madeup of retired persons. Theytend to have a great deal morediscretion as to the schedules they keep than do households with children and workers. Weconducted focus groups with 35 households in SunCity and 11 in PalmDesert that ownand drive golf carts, but do not necessarily play golt: Wealso conducted interviews wlth city and county officials charged with overseeing traffic safety, and in PalmDesert, with overseeing the golf cart demonstrationprogramthat implementedgolf cart infrastructure and cart permit plans. Theride-and-drive clinics tested the response of small samples of two groups whoare often cited as likely early buyers of electric vehaclesmEV vehicle hobbyists and environmentalists. EVhobbyists are assumed to be knowledgeable regarding EVtechnology and the performancecharacteristics of the vehicles, and to be habituated to, or accepting of the shorter range and long recharge time of EVs. This interest and famiharity are hypothesized to translate into a greater willingness to buy original equipmentmanufacturer’s (OEM’s) electric vehicles. Environmentalists are hypothesized to be amongthe early buyers of EVs becauseof their interest m the potential for clean ak. A total of 26 people took part m the fide-and-drive clinics and the subsequent focus groups. The week-longNEVtrials allowed households to explore they woulduse a vehicle that is not intended for highwaytravel, but intended to fill the specific niche of local travel on surface streets. By providing a NEVto a household for a week, we allow them to begin to explore howthey wouldincorporate such a vehicle into their vehicle holdings. Fifteen households participated in the NEVvetucle trials, seven from Dawsand eight from Sacramento.In this way, we explored differences in householdresponse based on spatlal scale, traffic levels and speeds, and the prior existence of mode-definedactivity sub-spaces within the households’ acUv~tyspaces. Households~ze ranged from one to four persons. A wide variety of householdtypes were included in the study: households containing a single adult, two adults w~thoutchildren at home,two parents w~tha child or children, and single parents of a child or children. Agesof participants ranged from mid-twenties to mid-fifties. To test whetherhouseholdsin California are wilhng and able to incorporate a vetucle that is clearly not a car into their householdstock of vehacles, we included NEVsin a study of the statewide market potentmlfor electric and natural gas vehicles. In that survey, we formalized and tested the concept of a hybrid household. Householdswhobuy electric vehicles will be hybrid households, owrting two very different types of velucles that they use to access chstinct sets of activities. Hybridhouseholdswill create actiwty sub-spaces defined by the types of vehicles they own. Webelieve that households whocan construct NEVactivity subspaces will perceive NEVsas valuable travel tools. Certmnhousehold characteristics facihtate the formation of this NEVspace. Theseinclude the presence of additional travel tools (in suburbancities this primarily meansownershipof morethan one car) to overcome potentially binding constraints and a NEVspaces that contains important routine actiwties located near homeor work. For the statewide survey, we sampled from households whomwe believe makeup the single largest group ofpotennal hybrid households. Householdselection criteria included: owntwo EX~-VII or morevehicles; buy new vehicles; ownone 1989 or newer vehicle and one 1986 or newer vehicle; and at least one vehicles is not a full-sized vehicle. A total of 454 householdsfrom the San Francisco Bay Area, Sacramento, Fresno, Los Angeles, Santa Barbara and San Diego returned completedsurveys. The response rate of useful surveys was 69 percent. Because of the samphngscheme, we did not expect manyhouseholds to choose a NEVoWe did not sample from communitiesespecially designed for NEVs(such as Palm Desert) nor from places that are otherwise very statable for NEVs(such as Davis), but focused on variety of urban and suburban towns and cities m whachthe vast majority of Californians live. Thus, the imagethat the householdscreated of their ownactivity space during the survey is not only useful to themin their decision makang,but ~s crucial to our interpretations of these households’ vehicle choices. Activity Space and NEVMarket Potential Wcfoundthat NEVpurchaseanduseIs mosthkely when: a high density of the household’s acuvmesare located withma compact geographic area around a location at whachthe NEVwouldregularly be charged, usually homebut possibly also work; these householdactiwties are accessible by low speed, or otherwise appropriate, streets; the household has few binding authority constraints or binding coupling constraints associated with its routine activiues; and the householdhas a ~gh degree of flexibility in assigning travel tools to household members(because of high automobdeownership, use of multiple travel modes, or a compatible structure of links betweenhousehold members’activities). Householdsthat reject buying a NEVdo so for one (or more)of three reasons: o the small size of NEVs(expressed as a response to passenger occupancy, cargo capacity or safety perceptions of small vehicles) ruled out NEVs; ¯ the speed limitation of the NEVscreated a binding capabihty constraint that precluded travel on somecrucial roadwaynetwork links; or ° the NEV-space wasnot clearly differentiated from the activity sub-space of somesuperior (cleaner, cheaper, safer, bigger, etc.) modeor modes. Markets for NeighborhoodElectric Vehicles Of the different market segmentation strategies we employed, the most powerful and consmtent concept for identifying households amenable to NEVpurchases was the household Exert-viii activity space. Becauseit is multi-dlmensional(incluchng not only space and time but also ~ypesof acUvifies, householdrelaUonslups,and available travel tools) it is difficult to generalize which elements of activity space determine whowill buy NEVs.Oneuseful way to employthe concept is to describe buyers and users not m terms of thelr personal characteristics, but in terms of the characteristics of the environmentsin whichthe vehicles would be used. Described this way, important market niches for NEVsinclude resort towns and facilities, newdevelopmentsof virtually any land use type designed to accommodatelow speed vehicles, smaller cities and towns receptive to NEVs,and persons unable to operate standard motor vehicles but whocould operate a NEVwith appropriate assisting technologies. We also recognize that manyhouseholds wholive m larger cities can construct NEVspaces. These represent a viable NEVmarket, but are chfficult to idenufy by conventional market survey techniques. As a market developmentstrategy, if the large OEM manufacturers do not step forward to offer NEVs,then smaller companies maydo so. These smaller companies will presumably be better able to serve smaller, concentrated market areas than larger, dispersed ones. NEVfriendly resort areas and new developmentsrepresent such concentrated markets for NEVs. In non-resort ciues and towns, greater effort will have to be expendedto market NEVs.Ttus will require providing images of NEVsas practical transportation tools and developing adequate sales and service networks. Persons whoare nowunable to drive cars, but could operate a NEV,are dispersed throughout our cities and towns. To provide them with access to activities through the adaptaUonof NEVsto their travel needs will require that substantial resources be committedby either a few large manufacturers or by numeroussmall, entrepreneurial fu’rns. Different types of NEVsare also required for these different markets. Throughoutour studies, householdshave demonstrateda need for different levels of passenger, payload, speed and range capabilities. Wesee "enhancedgolf carts" as a viable NEVfor many settings; wesee a muchhigher level of performanceNEVas a necessity in others. In the towns of PalmDesert, California and Sun City, Arizona, we find that vehicles of minimal performancecapabilities can provide valuable transportation services. Wesee this in Sun City, even with no specialized infrastructure to accommodate low-speed vehicles. Most householdsliving in the neighborhoodsof Davis and Sacramento,California, found that a nunimum 45 mphtop speed was essential to their use of a NEV.Families with children Exec-ix often required morethan the two seats available to themin either of the vehicles in our demonstrations. Wecontrast the importance of household actavity space concepts in defining markets for NEVswith other, less useful, concepts. In developing market segmentsfor gasoline vehicles, household travel patterns have played a muchless important role than other household ch~a’acteristics. Wefind, at best, maxedevidence that NEVmarkets can be identified by socio-economic, demographic,and attitudinal information about households so often used to identify and create markets for conventional vehicles. Fromthe case studies of SunCity and PalmDesert, welearn that it is not the retirement status of the householdsthat determinesgolf cart ownershipand use, but the specialized nature of the communiues in which these households live. Wefind httle evidence m the fide-and-drive chnics that EVhobbyasts or environmentalists per se will be amongthe first buyers of NEVsif they, as any other household, do not first perceive the NEVas a practical transportation tool. Whetherthey perceive a NEVto be a useful transportation tool is not a functaon of technical prowessor env~ronrnentahsm, but is a function of their activity space. For example,as our environmentaltst sub-samplelives in Davis, their "neighborhoodvehicle" is a bicycle. Withinthis small city, with its flat terrain and abundanceof bicycle infrastructure, the bicycle is seen as a better environmentalvehicle. Within our small sub-samples of EVhobbyists, those wholived in downtownSacramento, closely surroundedby manyof their routine activity locations, stated a positive purchase intention toward NEVs. Householdsthat chose a NEVin the statewide survey did so because their travel and vehicle ownership patterns were amenable to NEVuse or because they were willing to add the NEV as ~n additional vehicle. Wecannot ignore that NEVscost less than other vehicle type within our experimental design. Never the less, a household wouldnot choose a vehicle they could not use. Householdsthat chose NEVsappear to be no more motivated by environmental concerns than are the households that chose any other EV, and they are on average no more likely to believe that large, immediatelifestyle changesare required to address environmental problems. Thus, to somehouseholds in suburban Califorma, NEVswill be seen as entirely suitable meansto maintain the mobility that comeswith multiple vehicle ownership, but at a greatly reduced cost. The, descriptions of the householdsthat do, and do not, choose NEVsin the statewide survey mu~;t be interpreted w~th care. While we expect households of middle age parents with children to be moreresponsive to EVs(see Turrentme, Sperling and Kurani, 1991), the low cost of NEVsconfounds any expectations we :zay have had based on household income. The apparent disinterest toward NEVsshownby households madeup of retired persons should not dissuade us from believing that households of reured people will be an important market for NEVs.These households m particular tughhght the importance of the physical environmentm which the NEVmight be used. While it is possible that retired households in our statewide survey sampte did not choose NEVsbecause they do not foresee enlarging their stock of vehicles and maybe conservauve regarding newtechnology, we need only recall the case studies of PalmDeser~ and Sun City to knowthat within appropriate environments, retired households will be important NEVmarket segments. Recommendations Demonstrationpro lects To develop these markets, there ~s no moreimportant task than continued demonstrations of a variety of NEVs.As a distinct class of vehicles that embodiesperformancecharactensucs well outslde the bounds consumers usually experience, markets for NEVswill depend on education, reflecuon and increased famiharity. Wehave demonstratedthat the abdity of a householdto conceptualize a distinct and valued set of activities to wbacha NEVprovides access is central to purchase consideration. Householdswall have to examine,and possibly reconsider, modechoices, route choices, activity choices and a variety of other travel and life style choices that sunply are not as relevant to the vehicle purchase decisions they nowmake. In somecommunities,such as golf resorts, this process is already underway.If many householdsare driving about in golf carts, it Is mucheasier for others to imaginethey can too. In other communities,greater effort will be required to provide examplesand imagesfor households to use in constructing their ownNEVspaces. Demonstrationprojects must be designed with clear goals and objectives. Whether households buy NEVsw~.Adepend on NEVsprovide access to some substantial subset of activities. Tlus NEVspace is constrained, mpart, by the mteracUonbetweenthe capability constraints imposedby the NEVand the objective spatial structures (primarily transportaUon infrastructure) of the city or town in which the householdlives. Matchingvehicle capabiIhies to intended use environmentsw~ll increase the effectiveness of NEV demonstrations. Vel~cles with capabdity constraints (performanceattributes) that are too hmitmgmaylead to peremptory rejection of NEVsby consumers. Vehicles that are of greater performancecapabihties than required will unnecessarily drive up the cost of NEVs. Exec-x! Either error will lead to misguidedinvestments msupporting infrastructures, including roadway,recharging, and vehicle sales and service. Ooa#tion buildtng NEVproponents will need to form coalitons to overcomeseveral key problems. These include the currently limited variety and limited production of NEVsand barriers to the acceptance of NEVsby safety regulators. These issues are important to consumeracceptance beclmse they represent barriers to consumersever hawngthe opportunity to evaluate NEVs. While legislative approval of spemfic demonstrationprojects (such as that m PalmDesert) can be time-consuming,such approval for large-scale demonstrations rmght generate sufftcaent demandfor productaon of NEVs.Thoughthey have chosen to initially invest in freeway capable EVs, the National Station Car Consortiumis one modelfor a coahtion that is trying to call forth EVproduction In order to address safety problemswithin the existing institutional structures for transportation safety, coalmonsof NEVmanufacturers, NEV users, and communmes and policy makers interested in promoting NEVsshould lobby for changesin existing vehicle definitions to legitimize NEVsin the codes and regulataons gow’.rningthe design, sale, and registration of vebacles and the design of roadway mfrastructure. Quantitative market estimates While the intent of the market research reported here was to understand the dynamacsof markets for NEVs,it will be beneficial to develop quantitative estimates of the NEVmarket niches. Such estimates could also build momentum and legitimacy for continued development of NEVs.Wewould caution against analyses based on such simplistac measuresas counts of golf carts, even within golf resort communities.Weobserve that the introduction of a variety of NEVscreates fundamentally newdynamicsinto the market for householdvehicles. A moreappropriate starting point is to exmmne the activity spaces of households living wittun the types of vehicle use environmentsidentified as NEVmarket niches m this report. INTRODUCTION TomWolfe. Kandy*KoloredTangerine*Flake Streamline Baby. Cited in Dettelbach. "To conjure up CahforniaDthat vast sun and smog-blinded country swaddled in bands of highways and cloverleaves--is to see why cars are America’s newest gods." As cars proliferated during this century, people cameto rely on them more, creating a spu ahng dependency. As dependenceon cars increased, cars began to dominate land use patlems and transportation infrastructure. Streets were madewider and sidewalks narrower or non-existent. Now,most people in suburban neighborhoods often do not consider walking, bicycling, or even riding transit. Automobilityhas spiraled upward,creating, in an iterative fashion, increasingly auto-centric infrastructure and social behavior. Sorae excesses of automobiledependencecan be avoided, but, at least for the U.S. and other affluent countries, private transportation is here to stay into the foreseeable future (Sperling, 1995)o The growing tensions between demandfor greater automobihty and demandfor more environmental quality can be eased, however, with more environmentally bemgnvehicles. One, strategy is to use very small electric vehicles, for nowreferred to as neighborhood electric vehicles (NEVs).Not only will they reduce enwronmentaldegradation, but they also could be a catalyst in creating moreenvironmentally benign, human-scalecommunities. The Challenge Motorvehicles of today are capable of carrying 4 or morepeople, accelerating quickly to 60 mp]a, and cruising comfortablyat 75 mph. Theseattributes are desirable for sometrips. As lonlg as all vehicles are expectedto serve all trips, large powerfulvehicles will be preferred. But this all-around capability comesat a cost, not only in terms of the direct costs of vehicles, fuels, and road space, but also external environmentalcosts and the indirect costs of maintaining an auto-cent_de transportation system. Multiple vehicle ownershipallows an increasing numberof householdsthe flexibility to specialize their velucles. Almost40%of households own2 vehicles and an additional 20%own3 or more, comprising a total of 54 mAllion households with 2 or more vehicles (U.S. Federal HighwayAdmimstration, 1990). Moreover,for most trips and households, large, full-powered vehicles are not necessary. 2 Approximatelyhalf of all trips are less than 5 n’nles m length. Further, they are madeby a person traveling alone at a relatively low average speed (EPA,1992). The problem is a uniformity of expectations by consumers, governmentregulators and highwaysupphers. All vehlcles are expectedto satisfy all purposes; all roads are built to serve all these multi-purposevehicles; and all rules are designedto facilitate their movement. Theresult is a strong inertia that discourages innovaUonand change. The time is ripe for change. Continued attachment to such cars holds back policy demands. Continuedattachment to famihar vehicles frustrates efforts to reduce energy consumption, adopt battery-powered zero emission vehicles, and create morehuman-scale neighborhoods. Small cars are one outlet for relieving these pressures. Theyprovide an opportunity not only to reduce energy and environmentalimpacts, but also to catalyze the creataon of more human-scale neighborhoods. Neighborhoodvehicles are a compelhngidea that deserves to be tested and nurtured. The potential drawbacksmpfimaryamongthem, the safety of vehicle occupantsmare few and can be mitigated. The potential social, econormc, environmental and private benefits are hugely positive. But realizing those benefits requires overcomingthe hegemonyof large vehicles. The variety of vehicles to Muchthe name"neighborhood elecu~ic vehicle" (NEV)has been given ranges from electric-assist bicycles to small, hghtweight, freewaycapable electric vehicles. Thepurposeof all these vehicles is to substatute a clean, effiment vehicle for the most polluUng, least efficient raps madeby full-size, internal combustionengine vehicles (ICEVs). These trips are characterized by short distances, low average speeds and frequent speed changesand stops. Further, these trips mayoften link severn stops and activities together increasing ICEVemissions through multiple cold start/warm soak cycles. Under the auspices of the CALSTART NeighborhoodElectric Vehicle Program, the Institute of Transportation Studies at the Umversltyof California, Davis has conducteda variety of NEVmarket assessments and vehicle demonstrations. This report describes that research and the potential personal, private transportation market for NEVsin California. Overview of the NEVMarket Research and Vehicle Demonstrations The market studies and demonstrataonsdescribed in this report include the enttre spectrumof NEVtypes, with the exception of electric-assist cycles. The vehicles that were part of the NEVmarket research and demonstrations are summarizedm Table 1.1. Each NEVtype is stated to different applications, and thus different market segments. Thedemonstratmn projects and marketingstudies conductedby the Instltute of Transportation Studies at UC Davis focused on household market niches for NEVs,rather than fleet market niches. While we developed infrastructure and policy studies that include new, NEV-friendlyland use development, we focused our demonstration projects and market assessments primarily on whether NEVs(and which of them) wouldfit into the existing urban structure of Califorma. Our primary intent was to explore household adaptations to NEVs,to illuminate hkely market dynamicsfor these novel transportation options, and to exanunethe responses of market segments that be hypothesized to be early buyers of NEVs. Table 1.1: NEVsEvaluated in Market Research and Demonstration Projects Vehtcle Descriptlons NEVTypes Research Element Seating Ca:~estudies of Sun City, AZand Palm Desert, CA. Golf carts Ride-and-Drive Clinics City ComCity-El I 35 mph 20 to 30 miles Kewet El-Jet 2 40 mph 25 to 30 miles Horlacher City 2 60 mph 45 to 60 miles Horlacher Sport 2 75 mph 55 to 90 miles 2+2 75 mph 55 to 90 miles Solectria 2 60 mph 80 males City-E1 1 35 mph 20 to 30 miles Kewet 2 40 mph 25 to 30 males Esoro Household NEV Trials All carts: 2 Top Speed 1 2Driving Rangel, Electric: 15 mph Electric: 15 to 25 rmles Gasohne: 25 mph Gasoline: > 200 miles Survey of multi-car Shownimages of households who KewetEl-Jet as an 2,3 or4 40 mph 40 miles buy new vehicles. example NEV. 1 "Fopspeedanddrivingrangefor the Caty-ElandKewet are basedon ouractualex ~enence.Datafor the Horlachers, the Esoroandthe Solectriaare basedonpublishedspecifieataons.Speedandrangesfor golf carts werereportedby cart ownersmour casestudmsmSunCity andPalmDesert 2 JMIrangesare basedon lead-acidbatteries. Longerrangesare offeredbyNickel-Cadmium batteries avatlableonatl theseveluclesexceptthe Caty-EI andthegolf carts 4 The CALSTART-sponsored NEVmarket research and demonstration projects performed by ITS-Davis included: case studies of the "golf cart communities"Sun City, Arizona and Palm Desert, Califorma; fide-and-drive chnics m winch people drove and reviewed a wide variety of electric vehicles, including NEVs; vehicle trials m winch households were given use of a NEVfor a one-week period; and a statewide survey of household vehicle purchase intentions based on existing household vehicle holdings, veincle purchase retentions, household travel diaries and mapsof householdactivity locations. In our market research we exan-aned both existing commumties where NEV-likevehicles are in use today and used a variety of techmquesto create information contexts in winch people unfamihar with NEVscould competently imagine howsuch a velucle might fit into their household’s stock of vehicles. Weexatmnedthe response of market segments def’med both by dominanturban developmentpatterns and by characteristics of the respondents themselves. Davis, a small umversity town m Cahfornia~s SacramentoValley and already widely knownfor its extensive bicycle infrastructure, served as one research setting. The nearby city of Sacramentoprovided a setting that contrasts with Davis in urban scale and transportation networks. Twogroups of hypothetical "innovators"--EV hobbylsts and environmentalists--assessed NEVs.A wide variety of household types participated in the different studies--single person, single parent, unrelated adults, nuclear famihes, retired couples and more Market Study and Demonstration Project Goals The overall goal of this research agenda was too determine whether households can imagine using a NEV,and based on that assessment, whether they would buy one. Wewish to understand the possible dynamicsof market development. Most of the research we report here was conducted on small samples of households m highly interactwe settings. Our use of in-person interviews, ride-and-drive chnics, focus groups, extensive travel diaries and detailed surveys was intended provide detailed images of households’ responses to NEVs.It wasnot our intent to develop quantitative estimates of the market. Rather, this report provides a soundbasis for subsequentestimates of the size of identified market niches. Wedo not suggest that the level of reflection and testing that our survey participants put into thexr evaluation of NEVsis sxmiiar to that whichthey apply to their purchase of gasoline vehicles, but neither are wetrying to sell themjust another car. Electric vehicles and neighborhoodelectric vehicles will changemorethan just the mix of cars, they will change the basis uponwhichcars are boughtand sold. Onetrend that these vehicles will reinforce is SlX’.clalization. Increased vehicle ownershipby householdsallows for the specialization of vehicles to specific tasks. Vehicle and urban infrastructure attributes likely to affect the marketability of NEVswere ex,mained. Reduceddriving range, possible restrictions on access to public roads, smaller load-carrying capacity, new maintenanceregimes, uncertain consumersafety perceptions, elimination of vehicle emissions, and homerecharging were evaluated for near-term markets Longerterm issues examinedincluded the effects of family structure, vehicle ownersb.ip arrangements, neighborhoodmorphology,and land use patterns on NEVmarket potential. Each of the four specific market assessment elements listed above emphasizes one or moreof these goals. The SunCity and PalmDesert case studies focus on safety, accessibility to activities, and vehicle, road, and neighborhoodattributes that cannot be evaluated within the context of a single household’svehicle and travel choices. Additionally the case studies include interviews with planners, designers, developers and engineers responsible for the physical construction of neighborhoods, policy actions to accommodateNEVsand support infrastructure. Theyalso suggest a potential historical dynamicfor the developmentof land use forms and density that will affect the marketability of NEVs. Initial perceptions of NEVs,their attributes and their usefulness are ascertained in the vehicle tn,ds and drive clinics. Street infrastructure, accessibihty to activities, transportation control measures (TCMs)and transportation demandmanagement(TDM)were treated in greater det all in the householdvehicle trials. Lastly, a sense of the relative attractiveness of NEVs to the’, larger population of newvehicle buyers wasassessed in the statewide survey. Each of these main research elements is described independently in subsequent chapters of this report. A synthesis of results and overall conclusions and recommendations are presented in the final chapter. First though, this introduction provides an overviewof the theoretical approachto travel analysis that providedthe unifying structure to the variety of market assessments and demonstrations. Unifying Theoretical Concepts The variety of NEVtypes and the differences between implementingNEVsin existing urban developmentand in urban structures specifically designed for thempresents a potentially confusing array of research possibihtles. Weuse the concept of a household acnvity space to provide a unifying thread throughout our NEVresearch This concept and its apphcation to each of the market study and demonstrationelementswill be described in detail later, but briefly we describe a household’sactivity space as: ¯ the householdmembers’actavittes; the time scheduleof those activities; the geographiclocation of those activities; ,, linkages between acuvities; and the modesand routes used to access those activities. L~nkagesinclude both those betweenone person’s series of activities (e.g., whetherthe female household head makesa trip to her dentist on the way homefrom work) and those between household members(e.g., whether she then stops at daycare on her wayhomefrom the dentast to pick up one of the fan~ly’s children). Theconstraints on a household’sactivity space include: the householdstructure of relations and responslbilit~es; vebacIe ownershipand availabiIity of other travel modes; time schedules imposedfrom outside the household; an incomebudget; and in the case of electric vehicles, a distance budget. The &stance budget is newto households. Gasoline (and &esel) vehicles and their ubiquitous fuel stations provide very long daily range--the distance one can travel in a day hrrfited by time constraints (and speed 1Lrnits), not the total amountof energythat can stored onboard the vehicle or the rate at which that energy can be replemshed. But battery EVs, and NEVsin particular, will have short driving ranges and mayrequire a few hours to recharge. Providing the information context for households to competently imagine how they wouldincorporate a vehicle of limited range into their stocks of vehicles is the core of the designs for all of our studies. In the case of golf cart case studies, we examine householdsthat have already incorporated limited range (and tow speed) vehicles into their fleet. In previous studies of the impact of limited range on households(Kurani, Turrenfine and Sperling, 1994), weidentified two elements within the households’overall activity spaces that affected their demandfor driving range: the routine activity spaceis definedby that set of activities that the householdaccesses on a daily and weeklybasis (including all the other associated dimensions--location, modeand route to access, etc.); and a critical destination that a householdmemberfeels they must be able to reach evenif the "unlimited range" gasoline vehicle is not available. As an additional premise for the NEVresearch we include: ¯ householdshave, or can create, sub-spacesof their activity space that are defined by the choice of travel modeused to access those activities. Giventhese, our initial research questions are: ° "Will households create NEVactivity sub-spaces?" ° "Is the existence of these NEVacttvity sub-spacesa sufficient condition for householdsto mcludeNEVsin their choice sets for their next vehicle purchase decisions?" Theremainder of this report is devoted to answeringthese questions. In the following sectton we develop the concepts from the activity analysis paradigmthat we use throughout our NEVresearch. In particular, we present our rataonale for focusing on the newda:Iy disl:ance constraint posed by NEVsand for discussing neighborhoodelectnc vehicles m terms of the access they provide to a local activity space that wedefine as the NEVactivity sub-space. Whatis Activity Analysis? Activity analysis is distinguished from other transportauon research paradlgmsby its emphasison travel as a derived demandthat exhibits daily and multi-day patterns, related to and derived from differences in life style and activity participation across the population (Jones, et al, 1990). Individual householdsand their membersare the behaworalunits that are the source of activity participataon. Individual householdmembers’choice of activlty and location are mediatedby systemsof constraints that include the structure of family relationships within the household. Travel is derived from changesof acttvlty type by householdmembersthat result in a changeof activity location. Practitioners of activity an~Llysismapactivities in time and space and trace the interdependenciesand constraints that define acfiwty choice Further, transportation researchers are concerned about choices of travel modeand timing, duration, and distance of the trips that link activities. Theintellectual roots of activity analysis are studies in geographythat delineated systemsof constraints on activity part~cipatlon m time-space(H~igerstrand, 1970) and Identified patterns 8 of behavior across time and space (Chapm,1974), and psychological studies of whypeople participate in actavities and howthose motivations are mediatedby social structure (Fried, et al, 1977). While later writers (e.g., Koppelmanand Townsend,1987; Salomonand Koppelman,1988) have incorporated elements of sociological and econormctheory, the research reported here hearkens backto the early geographicalroots of activity analysis to define the newtravel constraints and tools that NEVsmight represent. Oncewe have defined the newconstraints and tools, their effects on householdtravel behavior are explored in the market research and vehicle demonstrations described m the following chapters. The Eady Geographical Roots of Actwity Analysis In his presidential address to the membersof the Regional Sclence Association in 1970, H~igerstr~,;~d madewhat is often cited as the seminal statement both of the need to examine spatial relauonships as expressions of humanbehavior and of a set of organizing principals around which to begin such an exanunauon(H~gerstrand, 1970). He called for models spataal behavior based on an exan~nationof mdwidualsrather than statistical aggregates of people. To do so, he introduced the concept of time-space przsms --bounded areas of time and space in whichit is possible for a person to exist. Discontinumesof existence mtime are not allowed and a person’s possible locations m space at one point in time are determinedin part by their locations in space at precedingpoints in time and anticzpated locations in the future. Within these prisms of allowable tame-space, individuals follow paths of actual tunespace iocaUons. Central to defining the shapes and stzes of these prisms and the paths through them, H~igerstrandproposeda typologyof constraints: capability constraints, coupling constraints, and authority constraints. Capability constraints arise from biological requirements and the tools available to an individual. Somecapability constraints, notably biological constraints such as sleep and sustenance, follow the individual throughouttheh" time-space path, but are typically satasfied at a single, homelocation and require a certain minimum amountof time. HowCapability Constraints Subdivide the Time-SpacePnsm Westated abovethe premisethat householdshave, or will construct, portions of their timesp~ ;rlsm that they access by different travel modes.The origin of this premise lies in the fac Jt different travel modesImposedifferent capability constraints on our ability to move through space and time. Distances between activity locations can be mediated by movement (of people or goods) or commumcation by either inherent physical abilities or the use tools. Thus we travel by a combination of certain physical funcuons and tools--walking, bicycles, buses, autos, etc. Wecommunicateeither directly through our senses or by communicationstechnology. Thus the time-space prism through which an individual moves can be divided into regions of varying accessibihty, dependingon her physical capabilmes and the availabslity to her of different travel and communication tools. The; NEVis a newtool to medsatedistancembutit is a bruited tool comparedto the capabilittes of a full-size ICEV.Becausea NEVcan only be driven a relatively short distance before requiring a lengthy recharge time, it accesses only a hmitedpart of the timespace prism in which the household memberscan exsst. Whether a household will consider buying a NEVwill depend m part on whether that household can access desired paths through its ume-spaceprism using a NEVin conjunction with other travel tools available to the household. Whilecapability constraints define the extent of our time-space prism, our path inslde that prism is determinedin large part by coupling and authority constraints. Couplingconstraints "define where, when,and for howlong, the indsvidual has to join other individuals, tools, and materials in order to produce, consumeand transact" 0bid.) To get a haircut, we must amve at tl’le barber shopduring the hoursst is open, and if weare particular, on a day our favorite barber is working. Employment usually requires that we interact with other people and tools on a particular schedule at one or morelocations. Authority constraints define domains wstbanthe time-space prism to whichan mdlvsdualesther controls the access of other indtviduals or to whichhis access is controlled by others. Empirical research has shownthat household travel can be explained by ttus frameworkof constraints. For example, Kitamura, Nishl and Gouhas(1990) show that choices of timing and location for non-workactivities by commutersare consistent with a set of hypotheses based on the constraints Hagerstrand proposes. Those authors found that coupling con straints (shop openingtimes) and authority constraints (workstart times) severely limit the numberof non-worktrips madebefore work. Because of authority constraints and capability constraints, non-workactivities madeduring work-timeare tightly clustered in space around the worklocation and tend to be either work-related trips or trips to eat. Nonworktrips madeafter workaccess a wider variety of activities, and though clustered around home,are not as tightly clustered as esther before- or during-worktrips. Time-Space Prisms and Household Actiwty Space Ouruse of the phrase activity space to describe the sets of actsvmesthat householdsaccess ss based on definitions used by Horton and Reynolds(I 971) in thesr initial developmentof I0 analytical frameworkto examinethe effects of u-ban spatial structure on individual behavior. If Hiigerstrand defined the limits of the tame-spat:, prism, then Hortonand Reynoldsprovide addltional insight into howhouseholds choose paths within the prism. Theydefine objective spatial structures as the location of a householdrelative to the objective locations of potentaal activities and their associated objective levels of attractiveness° By"objective" they mean that relative locations are measuredby somestandard meter, such as miles of separation or changesin degrees of latitude and longitude, that is applied to all locations. This objective spatial structure contains linear features (e.g., transportation networks,commercial"strips"), nodes (e.g. shoppingcenters, individual residences or manufacturingplants) and surfaces (e.g., residential population densities)° Further, the household’saction space is defined as that group of all locations or nodeswithin the objective spatial structure about whichthe household has information and the subjective utihty the household associates with those knownlocations. This subjective utility maybe a function of linear features connectedto the node (e.g., howaccessible is the location by various transportation networks)and surfaces whichthe node is embedded(e.g., whetherthe location is perceived to be located in a safe area). Finally, the householdactlvlty space is defined as the subset of all locations m the action space with whichthe householdhas d~rect contact as the result of day-to-day activities. Thusa household’sactivity space is a set of realized paths through H~igerstrand’stime-space prism. Thehomelocation, as the point from whichall else in the activity space is perceived, is ~tself part of the activity space. Hortonand Reynoldsgo on to postulate a theory of learning that directs activity space formation and change. Thesalient point here is tha~ :~anges do occur in objective spatial structures, action spaces and activity spaces. While a householdmayreach a point where ~ts activity space remainsrelatively stable, all that is required to producea changein the activity space is for the householdto add one location to its actavity space fromits current action space or delete one location from its existing activity space. Achangein the action space itself requires learning of a newlocation and formingan imtial assessmentof its subjecuve utility. Changesin the objective spatial structure typically take place outside the control of a single household. Such changes are typically Iong-hved additions or removal of nodes (e.g., newlyinstalled EVrecharging at a mall already in the household’saction space), linear features (e.g., a newNEV-only lane), and surfaces (e.g., agricultural land newlyincorporated into a city for urban development). Uponthis largely geographical foundation, sometransportation researchers are building modelsof personal travel and goodstransport. Transportation research is fundamentally concernedwith changesof activity location that require the consumptionof resources outside 11 the individual or the household. Muchof tins workhas dealt with identifying patterns of travel in an effort to plan transportauon infrastructure and services. Daniels and Wames (19’80) observe that "...it remamstrue that for most of the time, most of the population exhibit spatial behavior which m its main elements is both repeated and conventional Thepoint is illustrated by drawingthe dastinctlon between our relatively ingh ability to predict the daily volumeof demandor flow on a particular road, bus or train service.., and our muchweakerability to predict whichindividuals wouldconstitute that flow." It i.,; our retention to take on this moredifficult problem;to identify whowill buy NEVs before concerning ourselves with howmanypeople will buy NEVs.To achieve this aim we explore howindividual households respond to constramts--a distance budget, a speed limit and a vehicle size limit--on their activity space. Adaptations maytake the form of rejection of ,t vehicle that embodiesthe constraint (refusal to consider buyinga limited range veincle), changesin their activity space (including those that require changesin their action space) other adjustments. Onlywith tins background,built up through ride-and-drive clinics, vehicle trials and case studies, do we attempt draw conclusions about vehicle ownership choices that will determine the market for NEVs. NEVs: NewTravel Constraints, NewTravel Tools NEVs,because of their short daily range, low top speeds and small payload and passenger capacities, represent a newtravel tool with manypotential capability constraints. These constraints mayact to restrict the choice of activities that could be accessed in a NEV.We hypothesize NEVpurchase decisions will be predicated on households’ assessment of how tightly a NEVrestricts activity choice. Whethera householdis willing to include a NEVin the set of vehicles it will potentially buy will dependin large part on whetherthe NEVis seen to provide access to somemeaningfulset of activities. This set of activities wecall the NEVactivity sub-space or more simply, the NEVspace. There has been an overwhelmingpre-occupataonwith the effect that limited range will have on the market for electric vehicles. Wehave explored this pre-occupation elsewhere and greatly discounted the impact of a daily range limit on households that ownmorethan one vehicle. Driving range limits on one vehicle appear to cause insurmountableproblemsin only a few of the increasing proportion of multi-vehicle households(Kurani, Turrentine and Sperling, 1994; Turrentine and Kurani, 1995). Yet, driving range limits maybe relevant to analyses of the market for NEVsbecause these vehicles will have even shorter ranges than their larger, freeway-capableelectric brethren. NEVsalso represent a possible newtime 12 constraint because of their limited top speed. The choice of actlvlties accessed in a NEVmay be cn’curnscribed by howlong it takes to get places as well as howfar those places are from homeor each other. These two constraints act to reduce the sxze of the time-space prism m whichit is possible for an individual to exist. Theyhrmt the activity locations that can be accessed m a NEV. If the payload and passenger capabihty constraints do not allow a driver to provide needed or expected transportation services to another household member(or carpool memberor some other person dependenton that driver), thus creates conflicts through the coupling constraints to those dependenttravelers. Further, these capability constraints--range, speed and size llmats--may produce conflicts with authority constraints. For example, perhaps the only way an adult in the householdcould drive a NEVto workwouldbe to leave earlier to be sure of arriving on time (workplaceauthority constraint and speed capability constraint causes earlier departure from home). Nowsupposetlus person is also responsible for delivering children to daycare (a coupling constraint) However,the daycare center maynot open in time (an authorlty constraant) for the adult householdmemberto both leave early enoughto arrive at workon Umeand yet leave late enoughto deliver the children to daycare as it opens. In this hypothetical case, the newcapablhty constraint on vebacle speed, the existence of a coupling constraint to another householdmember,and the conflict betweenauthority constraints imposedby work place schedules renders a tame-space path via a NEVunfeasible. Despite such possible hmits, weshould not lose sight of the fact that, especially in multivehicle households, a NEVmayrepresent a highly valued travel tool. If the household can construct a NEVspace, then the vehicle maybe seen as a wayto maintain the ~gh accessibility and mobility of multi-vehicle ownersbapat a muchreduced cost over owning and operating yet another ICEV.Thus in multi-vehicle households we expect NEVsmight be accepted as either additional vehtcles or replacementsfor exdsting vebacles. Further, because of their low initial cost and operating expenses, NEVsmaydraw one-vehicle households into the market for EVs. Theactivity analysis frameworkdemonstratesthat trips cannot be treated as single, divisible units. Eachsingle trip ~s dependenton choices madeabout previous trips and on trips still to come.Tiffs point is central to the choice of the activity analysis frameworkfor our NEV market research. Activity analysis provides a structure m whichto exptore the meariing of travel constraints within a household’sentare set of actavifies and travel tools. Withttus background,we proceed to a discussion of the specific market assessment and vehicle demonstration tasks. 13 CASE STUDIES Palm Desert, OF California "NEV" COMMUNITIES: and Sun City, Arizona Excerpt from California State AssemblyBill I229. "’It is the further intent of the Legtslaturethat this [golf cart] transportationsystem be designed and developedto best serve the functional commutingneeds of the employee,student, businessperson, shopper, and sportsperson .... " Elex:tric golf carts are a challengeto those whoseek to developand sell electric vehicles and neighborhoodelectric vehicles. To manypeople, electric golf carts symbolizeelectric vetutclesmslow,small, toy-like novelties. Electric vebacles will never be regardedas serious transportation tools unless this perception is overcome.Yet in somecommunities,an electric golf cart is a nearly 1deal neighborhoodelectric vehicle--simple, inexpensive, clean, qmet, and functional. Golf resort townsand other adult retirement commumtaes are examplesof such places. Wevisited two such locationsmPalmDesert, Califorma and Sun City, Arizona. Our purpose in visiting these communitiesm May1993 was to compareand contrast two very different approachesto using golf carts as general purpose transportation vehicles. Palm Desert had recently mstttuted a Golf Cart Transportauon DemonstrattonProgram. The prot~amcontinues to involve a directed effort by the Qty of PalmDesert to facilitate and legitimize the use of electric golf carts as a general purposetravel mode.Thelaissez-faire approachof governmentto the w~despreaduse of golf carts mSun City is in stark contrast to that in PalmDesert. Manyof these differences can be attributed to forms of governance (booth state and local) and differences in tamingand patterns of urban developmentwithin the bastorical process of vehicle technology developmentand air quahty Ieglslation. However, these sources of differences are not the primaryfocus of this analysis. Our primaryfocus is to observe vehicle ownershipand use patterns within these locations and to observe whetherhouseholdsin these communitieshad constructed an activity sub-space that the ~, access by golf cart. In each town, we conductedfocus groups with people whouse their golf carts for varying amountsof their daily travel. Somepeople use their cart as they might use a secondcar makinglocal trips to any of a variety of activities. Others primarily use them to travel to and fromimportantrecreataonal activity locations, i.e., golf courses. Manyof the differences in these NEVspaces were explored in focus groups with golf cart drivers. These focus groups and interviews with local and regional officials were used to discover chfferences in the contexts in which residents of each town were makingdecisions about NEVspaces. The 14 context includes the types of carts, availabihty of special~edinfrastructure, l~story of cart use for general travel purposes, and insurance and registration requirements Thebasic land use patterns and roadwayinfrastructure designs of the two townsare similar. Both have networksof wide residential streets that can provide generally goodaccess for golf carts to a variety of activities° In both townsthough, certain locauonscan only be accessedby crossing a few major, high-speed roads. However,Sun City was built by private developers as a rettrement, golf resort. Fromthe day the first homeswere sold, golf carts were allowed on the streets. Automobileand cart drivers have always shared the roads. In contrast, Palm Desert is attemptangto producea cart-friendly networkin the midst of existing roadway infrastructure that is perceivedas hostile to carts. Whilegolf carts mayoperate in an atmosphereof latssez fake m SunCity, the types of householdsthat maylive there are tightly controlled. SunCity is exclusively an adult, rettrement community.PalmDesert features a wider variety of householdshying wltlun the city hmits. Thusit has manyactivity locations absent from SunCity--notably facilities for children such as daycare centers, schools and parks. Still, PalmDesert’s economyis dependenton the recreation opportunities afforded by its golf courses and while its population is not entirely dominatedby retired householdsas is SunCity, PalmDesert does have a large population of households madeup of retired persons. PalmDesert and Sun City represent two different paths to building communitiesaround NEVs.Wedo not examinethem because electric golf carts are our modelNEVs,but because the experience of people whouse these small, lowspeed vebacles on a daily basis to access a widevariety of activities mforrnsus of the possibilities for such vehicles eIsewhere. Palm Desert, California This section examinesthe efforts of PalmDesert, CAto tmplementits golf cart demonstration program. Researchers from ITS-Davistraveled to PalmDesert in May1993 to interview city personnel and golf cart drivers and to observe the infrastructure developments.Electric golf cart ownershavebeen able to obtain permits to use their carts throughoutthe approvedgolf cart street and path network since January 14, 1993. By May1993, some80 cart owners had obtainedpermits for theh" carts. Theinstallation of the cart-specific physical infrastructure-routes, lanes, paths and signsmhadbegun in April 1993. The PalmDesert experience is examinedas a relevant exampleof the types of roadwayinfrastructure changeslocahties may haveto maketo assist the market entry of small, light-weight, non-freewaycapable vehicles. 15 Physical barriers to the likely entry by neighborhoodelectric velucles (NEVs)into urban communiues are suggested by this recent urban experience with golf carts. The Golf Cart Demonstration Program In January1993, the City of PalmDesert, California implementeda golf can demonstration project. Previousto that time, a survey of city residents had indicated that manypeoplein this coramunitywoulduse their golf carts for local travel if they wereallowedto do so. Until recently in California, golf carts wereonly allowedon public streets that had speed limits of 25 mphor less and that were wlthin 1.5 miles of a golf course. TheCalifornia Attorney General issued an opinion in 1992stating golf carts could drive on any street with a speed limit of 25 mphor lower regardless of proximity to a golf course, but could neither drive on, nor cross, any streets with a posted speed limit higher than 25 mph. Bex:ause of the Attorney General’s opinion and opposition from the California Highway Pat~rol (CHP)and the California State Departmentof Transportation(Caltrans), an act of California State Legislature (AssemblyBill 1229, circa 1992) wasrequired to authorize the PalmDesert demonstrationproject and to define the limits under whichgolf carts wouldbe allowed to travel on public streets in PalmDesert. Thebill wasintroduced by Assemblyperson Tricia Hunter and was supported by the South Coast Air Quality Management District (SCAQMD). Asstated in the quote at the top of this chapter, the bill is clear in its intent expandthe use of golf carts to general purpose,local travel. To achievethis end, the bill creates Chapter 5 of Division 2.5, Sections 1930-1941of the Streets and HighwayCode, Cahfornia Vehicle Code Section 21115.5 and amendsCalifornia Vehicle CodeSection 21716. In ~tddition to these changesto these Codes,AB1229stipulates the city’s responsibilities to plan and developgolf cart specific infrastructure, golf cart safety standards and operating limits. Thebill includesthis specific definition of a golf cart: ""Golf cart’ meansan electric motorvehicle having not less than three wheels m contact with the ground and an unladen weight less than 1,300 poundswhich is designedto be and is operated at not morethan 15 miles per hour and is designed to carry golf eqmpment and not morethan two persons, including the driver." Anoversight committee---the Golf Cart Transportation Commtttee--monitorsthe progress of the demonstrationproject. The agencies represented on the Committeeare: City of Palm De.,~rt, California EnergyCommission,California State Assembly,Caltrans, South Coast Air Quality Management District, California HighwayPatrol, Raverside CountySheriff, Southern California Edison, AutomobileClub of Southern California, PalmDesert TownCenter, the Programengineenngconsultants and local electric golf cart retailers 16 Specific golf cart and driver criteria for pamcipafionha the demonstrationproject were developed, as specified by AB1229. Becausethe project is intended to explore the potential of small, low speed velucles to improvean" quahty, only electric golf carts can be approvedfor use, not gasohne-poweredcarts. The carts must be equipped with basic safety equipment-horn, headfights, brakelights, front and rear turn signals, rear viewmirrors, reflectors, parking brake, wmdsl’ueld,seat belts, and a cart locking device Each cart must pass a City haspecfionof these features. Thecart ownermusttake part in an orient.at.ton at the time the permit is issued. Drivers of t.he cart musthold a valid driver’s license or be cemfiedas physlcaUy&sabled,yet capable of operating an electric golf cart. Thecart operator must provideproof they and then" cart are insured for use on streets. Thepermit expressly limits the time that carts maybe on the streets to the period betweenone hour before sunrise to one hour after sunset. Further, the permit expressly provides for operatton of the cart on designated golf cart routes, paths, and lanes Ahierarchy of right-of-ways for golf carts with city permits is described in AB1229. Fast, Class I golf cart paths are separated from the motorvehicle right-of-way and are intended for the sole use of golf carts. Class II lanes define legal right-of-waysfor golf carts on some streets w~thspeed limits higher than 25 mph.In someplaces, these lanes are shared use lanes for golf carts and b~cycles As per the AttorneyGeneral’s opinion, Class ]2/cart paths are those streets wlth a speed hmit of 25 mphor less, on whichcarts maytravel m mixedtraffic. Special traffic slgns and signals continue to be developedto informand educategolf cart and motorvehicle drivers ahke of the newinfrastructure. All these improvements--paths,lanes, signs, parking spaces, etc.Dweredeveloped according to the exisUngguidelines by which all other roadwayinfrastructure is designed. Theseguidelines are contained in the Manualof Uniform Traffic Control Devices (MUTCD) and the AmericanAssociation of State Highway Traffic Organizataons(AASHTO) DesignManual.Detailed descriptions of the golf cart lanes and paths are provided in AppendixA. The guldehnes and procedures are described in greater detail in a companionreport on NEVinfrastructure completedas part of our overall evaluation of the NEVconcept for CALSTART (Stein, et al, 1994). Results of Focus Group with Golf Cart Drivers At the time of our case study, approximatelyeighty golf cart drivers had gone through the golf cart permit process in PalmDesert. Elevenof these people participated in our focus group. Theoutline for this groupis in AppendixB. Briefly, participants were asked to describe their carts, to talk about howthey used themother than to play golf, howthe DemonstrationProject 17 had affected their use of their carts and to suggest any changesin their carts, the developing infrastructure or institutions that wouldassist themmmakinggreater use of their carts. Resort towns experience large seasonal changes m population. Onedistinguishing feature of our focus groupparticipants is that they are permanentresidents of PalmDesert. By early May, most non-permanentresidents had movedback to cooler chines for the summermonths. As permanentresidents, our focus group participants expressed a greater sense of commitment to the local coimnurtitythan they werewilling to attribute to seasonalresidents. It shouldbe kept in rrund that the responsesto newgolf cart infrastructure of seasonal resldents maydiffer from those of permanentresldents. Characteristics of the Electric Carts It wasthe observationof both City staff and our focus groupparticipants that virtually all the goIf carts in PalmDesert are electric. Thereason given for this wasthe qmetthey afford on the goIf course TheState of California’s motorvehicle descriptions proscribes the top speed of a golf cart to 15 miles per hour. Mostof our discussants felt the top speed of their cart was about 15 miles per hour on level ground and perhaps 20 rnph on a downhill. Someconcern wasexpressed about this limited speed capability. In mixedtraffic or mlanes crossing or next to faster movingtraffic manydrivers indicated concernabout motorvehicle drivers seeing slower movingcarts. Yet the group wasemphaticthat carts not be designedto travel faster w:thout other improvementsalso being made, such as improvedbrakes, suspensions and pas,,;enger protectton. Thevehicles were viewedas too light and too opento the elementsto be travehng faster. Concernwith vehicle speed wasrelated to dafferences in speed betweencarts and motorvehicles and the inherent safety of the golf cart itself. Thedriving range betweencharges of the carts wasnot well knownfor two reasons: carts were not equipped with odometersand most discussants never drive their carts anywherenear the ]point of completedischarge. Driving range estimates varied from ten miles (including miles on a grass golf course) to forty miles on asphalt in a cart with newbatteries. Two methodsfor arriving at these estimates were common--referenceto the ownersmanualor someother expert opinion ("The manualsays 30 miles.") or a summaUon of estamates for corrtrnon trips ("FromPortola near the wash, twice across town. Five or six miles each round L,’ip so at least twelve,fifteen miles."). All paruc~pantsagreed that age of the batteries wasan importantdeterminantof driving range, but none could provide details from their ownexperience as to howmuchit mattered. While it is quite true that battery age and the numberof charge-dischargecycles are Importantto battery 18 performance, none of the discussants’ carts was equipped with odometers and only two owners(of newcarts) had state-of-charge meters on their can Noone had separate kWh meters on then- rechargers. Mostsubscribed to a rule-of-thumbmat called for the battenes to be replaced on a time schedule (approramatelyevery 3 years), rather than according to the numberof discharge cycles, males or other measureof battery life or performance. This ignorance of specific details of range and battery hfe was related to the mannerm which the carts were used and recharged: "Thirty miles is a safe distance. Yourun around all day and very few people travel anywherenear that far. Youalwaysput it on charge at night anyhow.It isn’t hke an automobdewhereyou fill up at the least convementume." This statement reflects the use of the cart, its rechargingand the ease of homerecharging comparedto refueling a gasoline velucle at a service station. It showedthat the carts could be used for muchof the in-town travel. Almostevery one of the dlscussants plugs the cart into its charger every umethey comehome,regardless of howfar they have driven. Of the two cart ownerswhohad state-of-charge meters in their cart, one wouldwait for the batteries to be discharged 50 percent before recharging. All felt that recharging at homewas easy and convenient. All the carts were recharged at homeand the recharging appliance wasleft at homemno one carned it with them to facilitate away-from-home recharging. The lack of a uniform plug type was the overwhelmingreason for not recharging away from home. Cart maintenancerequired minimaltime and attention. The batteries required the most frequent maintenance:monthlychecks of the water level. Mostownershad their carts inspected and serviced once a year. These inspecUonsincluded steering, brake and wheel checks and battery maintenance.All the cart ownershad replaced batteries in their carts (if not in the cart they now own,then mprevious carts). Thecost of six batteries for these carts is about $300, and as noted above, the batteries are generally replaced every three years. All told, the cost of owningand operating a golf cart wasperceivedas muchless than that of owningand operatkng a car. Maintenancecosts and frequency were minimal, and again, much less so than for any of their motorvehicles. Insurance was carried as part of a homeowner’s or business policy, not an automobilepolicy. Thecost of this insurance washiddenin the cost of the homeowner’s policymnoneof the respondents knewthe cost to insure their cart. Electric Cart Use: Formation of a Goff Cart Space Despitethe newinfrastructure, mostrespondents still usedtheir carts primarily to accessgolf courses and to play golf. However,two people used the carts for business-related errands all 19 over town. In one of these cases, the golf cart waspurchasedto replace a car. This person typtcaUymakestwo trips a day around town to run business-related errands. Becausehe drives the cart so often, he madethe most extensive exploration of the cart networkof any of our focus grouppartacipants. His familiarity wlth the cart lane networkand his extensive use of the cart translated into the mostextensive and diverse golf cart spaceof any of the focus group participants. Theactivity locations m his golf-cart space included his home,bank, post office, office supply stores and personal business locations; It does not include golf courses as he does not play golf. Thegreatest impedimentsto increased use of the carts by the other participants were confusion aboutthe newgolf cart lane and path infrastructure, a perceivedthreat of theft of personal items froman unlocked(and unlockable)cart, and concernsabout the safety of the cart in traffic. Mostparticipants werestill concernedwith Findinga safe, comfortableroute to their favorite golf courses. All had driven someparts of the networkthat lead to other activity locations, suc]a as the reglonal mall or the shops on E1 Paseo(a retail shoppingchstrict), but they were cle~a’ly not yet comfortableconnectingactivity locatlons using only the golf cart network Routesthey wouldtypically take in their cars were not always feasible m then" carts. The carts have no locking storage, so that hnking errands, whichoften requn"ed leaving items m the cart while engagingin another actiwty, wasviewedas less feasible ma cart than in a car. Uniarmliarity with newroutes heightenedthe unease that these people felt whendriving then" carts mtraffic. Effect of Golf Cart Infrastructure on Cart Use Virtually all the chscussantswerestall learning the networkof golf cart lanes, paths and streets. Unfamiliarity with the networkis a source of chscomfort, but maynot have been as Iimmnga factor as wastheir uneasewith driving the cart in traffic. Thetwo people whodrive then- carts throughouta large part of the networkexpressed the greatest familiarity with the networkand the greatest comfort with driving their carts. Thus a period of leammgand familianzauon mayease both problems, but specific problemswere expressed that mayrequn"e further infrastructure development. El Paseoand State Highway111 run parallel to each other for several blocks and contain the town’s major retatI and commercialdevelopmentsalong their lengths. Thoughseparated by one short block, they represent two extremesof golf cart accessibihty and each, in its own way, represents a barrier to cart use. E1 Paseois a busy, crowded,relatwely low speed street bordered mostlyby small retad stores and boutiques. There are two traffic lanes and a parking 20 lane in each dn’ection, separated by a planted medianstrip. (See Figure 2.1.) E1 Paseo designatedas a Class I]I PermittedGolf Cart Street, that is, it is consideredacceptablefor golf carts to drive ha the traffic lanes as it is a lowspeedstreet (postedspeedlimit _< 25 rnph). contrast, State Highway111 ~s a muchw~derroute, with muchfaster movingtraffic, bounded by larger retail and commercialbusinesses. Not only are golf carts not permitted to travel along SH111, but there are ordy three locations, separated by rouglaly tbxee-quarters of a mile, wherecrossing betweenthe north and south s~des of the highway~s permitted in a cart. Figure 2.1: Cross-Section of El Paseo. Paim Desert, California 52’ 52’ q 12’1=, 40’ 40’ ~, 0- > / \ While~t is a Class I~I route, El Paseowasvery mucha psychologicalbarrier to cart use. Discussants were near unanimousin the opinion that the crowdedtraffic conditaons madecart use uncomfortable° The presence of parked cars along the curb madedrivers feel hemmed and increased the traffic hazard as cars pulled ha and out of parking spaces. Despitethe low posted speed and high traffic levels, the disparities betweenthe speed of golf carts and the speed of motorvehicles wasseen as too large. Onerespondentdescribed his experience thus: 21 "We[cart drivers] have no cart lanes and they [automobiledrivers] drive very, very fast on there. Thereis parkingon street, so it [the travel lane] is very narrow. Noplace for the cart but to travel in one of the auto lanes. Andboy I’ll tell you, they are vex3, impauent." Stale Highway111 is one of three routes that are significant physical barriers becauseof cart cro,;sing restrictions. The other two are State Highway74 and Fred WaxingDrive. Cart cro,;sings of State tgAghway 111 are specifically proscribed by the enabling legislation. Carts mayonly cross SH111at "intersections that are either controlled by traffic signals or are grade separated." Thesephysical impedimentscan cause cart users to either take different, more circuitous routes in their carts than they wouldtake in then" automobdesor to makecrossings at unauthorizedintersections. In particular, SH74 creates small residential enclaves from which residents must either travel well out of then" wayor makean illegal crossing of the highwayin order to use their cart to connectwith the rest of the cart network.Of the twelveintersectaons that discussants identified as either feeling unsafe or creating uncertamtyabout whatwere permitted movements,eight were on SH111, SH74or Fred Waring Drive. Four others are on Portola Avenue.A list of these perceived "hazardous"or "uncertain" intersections is provided m Appendix C. The City of PalmDesert is well awareof the physical barner that SH74 represents and has plans to provide a legal crossing at a signahzedintersection (SH 74 and HaystackRoad). Problemsat the other intersections listed in AppendixC have to do with lane widths, lane contintuty, and signal timing. Onecart driver insists that the currently illegal crossing of SH 111 at DeepCanyonRoadwas safer than the permitted crossing at the east end of E1 Paseo becwasehe believed the green time was longer at the signal at DeepCanyonRoad. (2,art Driver Evaluationof City of PalmDesert’s Efforts Despite complaintsabout specific routes and intersections, the majontyof discussants view the City’s efforts favorably and appear willing to support continuedefforts to expandgolf cart transportation. Several commended the city’s efforts and the progress madein a short period of thee. Rather than expandedor redesigned infrastructure, manydiscussants suggested that educationand publicity should be a higher priority at ttus point. It wassuggestedthat these efforts wouldovercometwo of the mainimpedimentsto increased cart use--safety perceptions and ]knowledgeof the network. A great deal of the dascomfortexpressed by discussants resulted from the perceivedignorance and inattention of automobiledrivers. Publiclzing the golf cart demonstrationprogramand educating all residents as to the increased presenceof carts on the road, the vulnerability of cart occupants,and the rights of carts to be in designated 22 places was viewed as more important than morelanes and signs. Also, better mformauon ~boutthe extent of the networkwouldencouragepeople to u.~e their carts for morelocai travel. implementation issues Interviews with city staff focused primarily on issues aroundthe golf cart permit process, the enforcementof permit requirementsand the golf cart specific infrastructure. Permits were required by the enabling legislation and were intended both to msurecarts met the safety requirementsestablished by the City and that cart drivers obtained informauonabout the programand the networkof cart paths. The cart path networkand its assocmtedinfrastructure went through a lengthy process to identify desired cart networkhnks and design appropriate lanes, paths and signs. As the physical infrastructure for carts wasstill very new,the initial feedbackfrom automobile driversmwhoindicated someinitial confusion--was not unexpected. Questions regarding proper positioning of the automobileon the road (is the golf cart lane simplya narrow automobilelane?) and the presenceof golf carts in the "automobile"lane (in particular along the Class KI route on E1 Paseo) appeared to be the most sigmficant problems. The developmentof cart specific signs was undertaken according to established procedures for developing such newsigns° The City of PalmDesert has workedwith Caltrans and the Federal HighwayAdministration (FHWA) to develop a new symbol for golf carts and other sxgns and sign elementsspecific to golf carts. Thevehicle symbolis of special importance becauseit is a basic elementfor manyother traffic control devices. In accordancewith the Manualon UniformTraffic Control Devices(1988 Edition), the City of PalmDesert sent formal "Requestto Experknent"to Caltrans District 8. Tiffs request wasthen forwardedto the Federal HighwayAdministration. This request stated the City of Palrn Desert wouldconduct surveys of golf cart symbolrecognition by both residents and non-residents of PalmDesert and golf cart sign size and legibility to motorvehicle drivers, summarizeand analyze the survey data, and report results and makerecommendations.The surveys of symbol recognition have been completed. Recognitionthat the symbolrepresented a golf cart was high: 91 percent amongresidents of PalmDesert and 97 percent amongresidents of a non-golf resort townin a neighboring county. Theissues of cart permat and travel restncuon enforcementwereraised both in the focus group and in the Golf Cart Transportation Oversight Committeemeeting. Twofocus group discussants complainedof neighborsdriving then" carts wlthoutf’n.st obtaining permits. In response to a question in the Oversight Committeemeeting, the Pdverside CountyShenffs 23 office indicated that at this early stage of the DemonstrationProgram,citing non-complying earls wasa low priority. Tacit assent from the remainingcommitteemembersindicates that all interested parties recognizedthe needfor flexibility during this early stage of the program. Driving In Palm Desert Threetours of the golf cart infrastructure, one of themin a golf cart, provedinstructave regarding the accessibihty provided by the network and provided experience operating a golf cart in mixedtraffic. Ourgolf cart tour included Class II and Ill lanes, crossings of both Fred WadngDrive and State Highway111 and t_rips in each dn’ection along the entare length of El Paseo. The automobiletours demonstratedthe spatial extent of the networkand allowed us to observea variety of lane aligmnents,the full range of Class I, II and IZI lanes, and the varied situations in which information must be conveyedto cart and automobiledrivers. Irataal impressionsfrom the golf cart tour indicated that lanes and routes are well marked and easily distmgmshablefrom the cart Theslow travel speed of the cart aids in timely ldentificaUon and comprehension of signs, lane stripes and stencils. Travel along E1 Paseo reinforced the comments of our focus groupdiscussants. Both the high level of traffic on this street and the position of the cart in the traffic lane madeboth driver and passengervery aware of the fact wewere in a cart and not an automobile.Tlus feeling wasincreased by the fact we were in the only cart we sawduring this tour. Anincreased numberof carts on the road may provide a very different experience. In addition to other traffic calmingmeasuresthat could be Implemented,a larger numberof carts wouldthemselves insure a slower flow of traffic and reinforce the right of carts to travel this, and other, routes. Whencrossing State Route111 at El Paseo, the cart wasunable to clear the intersection in the allolled green time, thoughit waswell clear of the intersecuon before the ambertime expired. Crossingan intersection during the ambertime is not an unusual experience in aa automobile. That the event is worthyof mentionwhentraveling in the cart is a reflection of similar events described by focus group participants. Thosewhocrossed SH111 in their cart also remarked that if their cart wasthe only vehicle waiting to cross, they could not cross before the green time expired. The perceived note-worthinessof this event, whennone could recall the last time they’ had crossed an intersection on amberin a car, mightbe attributed to a heightened sensitivity while driving the cart. Suchan increased awareness,if It does exist, maydecline as cart and automobiledrivers becomehabituated to carts driving throughouttown. Yet tiffs awarenessis probablya goodthingmlt does not appear to be an actual barrier to cart use and probablyserves to help insure the safety of cart drivers. 24 Theautomobiletours of the clty allowedus to see the extent of the entire golf cart network, catalog the various instances mwhich uniformsigns and lane widths were apphedto create the cart network, and to observe the few locations (listed m AppendixC) that focus group respondents in&cotedwere unclear or poorly marked.It is apparent the City has created a networkthat provides a high level of accessibihty to potential cart drivers. At the sametime, the few locations whereproblemsdo remainoffer insights into the &fficulty of retrofitting a newset of lanes to existing roads. The intersection of Portola Avenueand HaystackRoad provides one example.Theclass II cart lanes d~sappearas they approachthe intersection from the Weston Haystack. Eastbound, Haystack Roadnarrows dramatically as the 14 feet dedicated to a pavedshoulder and golf cart lane disappear enurely, leaving only the 12 foot automobilelane. Thesouthboundclass 1I cart lane on Portola Avenuedisappears at this intersection as the left hand turn lane (onto HaystackRoad)forces the through automobilelane over toward the curb. Thesolid white stripe separating the automobilelane from the cart lane pinchesoff the cart lane and no clear directions are providedto cart drivers: shouldthey stay as far right as possible or mergeinto the automobilelane? Situations such as these raise quesnonsin the mindsof cart drivers. Ourfocus group participants indicated a strong destre to follow the roles and regulations to whichthey had agreed. Ambiguous implementationof these rules created a sense of frustration and anxiety. Theonus, in situations such as the one cited here, appearsto be on the City to alleviate this frustration by makingchangesto the infrastructure or providing clear infonnanon. Palrn Desert Summary The PalmDesert Golf Cart DemonstrationProgramillustrates one passible path toward developmentof a local transportation system that accommodates small, low-speedelectric vehicles. Weobserve in Pak, n Desert institutional and physical elementsnecessaryto allow residents to use electric golf carts for local travel. Theinfrastructure developments,oversight committeeand State enablir~glegislation are all necessarybecausegolf carts are currently prohibited from traveling along, or crossing, streets with posted speed limits higher than 25 miles per hour. Followingexisting proceduresand guidelines for transportation infrastructure development,the City has created a three tier systemof cart routes, lanes and paths. In addition to this system, signs and lane stencils havebeen developedand submittedto the Federal HighwayAdministration for approval as urnform golf cart symbols. The procedures followedby the City are generally applicable to any newinfrastructure developmentregardless of vehicle type. Golf carts and other vehicles characterized by low speeds and a virtual absence of crash protection for occupantsclearly reqmrecareful attention, as has beengiven in Palm 25 Dese, rt. Velucleso1" moderatespeed capabdity, say up to 45 mph,that meetmost if not all of Federal Motor Vetr cle Safety Standards mayonly require signs and stencils indicating travel ltrmlataons or prohi ~itions from existing tugh-speed lughwaysand expressways. A precedent exis~s in the prohibJtion of bicycles and power-drivencycles from high-speedfacilities. The experience in Faim Desert highlights the extent to whtchexisting roadwayinfrastructure can be transformed to accommodatesmall, low-speed vehicles. Muchof the town is now accessible by elecmc golf cart. It also highlights the perceivedimportanceof evensmall nonunifi~rmitiesin the Lpphcationof newinfrastructure. Thoughwe did not ask them directly aboutthis point, it s likely our focus group respondents have driven through the intersection of Portola Avenuean~ HaystackRoadin their automobiles any numberof tames without paying particular attention :o the narrowingof both roads as they approachthe intersection. Nowthat they are mtheir car ts though, that narrowingputs them in a moreprecarious position. The exislang non-unffornity only becamea problemwith their shift of perspective from car to cart. This does not meanthe problemis not tmportant. It does meanthat surveys of existing driving conditions conducted before the implementataonof programssuch as PalmDesert’s maynot reveal these types of problems.This highlights the need for interaction, feedbackand experimentation m demonstration settings in which implementationissues can be addressed and generalizable solutions to specific problemsdeveloped. At least one issue, with ramifications for insurance, safety and liability, is left unresolvedby the PalmDesert Golf Cart DemonstrationProject. Theenabling legislation for the PalmDesert project does not allow for the carts to registered and licensed as are any other vehicles. Penmts are t~anted by the City of PalmDesert, not the State of California. In the long run, the merits of uniformstate licensing versus city-specific permits for such vehtcles must be resolved. Sun City, Arizona Wewere not the first to travel to SunCity, Arizonalooking for non-freewayvehicles. Garrison and Clarke (1977) conducted case studies of Sun City and four other towns throughout the United States in their evaluation of"aid-to-walking" (ATW)vehicles. Changes to Sun City during the intervening 15 years were largely of scale, not of substance. In 1993, Sun City was muchas Clarke described it in 1977, but Sun City West, Youngstownand other reth°ement communitieshad grownup around it. These communitieswere similar to Sun City: private, residential developmentscompletewith their ownfu’e districts, homeowner associations, recreational facilities and concormtantgoverningboards. Theseprivate towns 26 have resisted suburban influx from the nearby clty of Phoemx,while conunumgto welcome retarees fromcolder chines. Thesetowns developedsince the early 1960sin a laissez fake atmosphere.Neither state nor local governmentshave intruded upon the developmentprocess m such a wayas to limit the widespreaduse of golf carts by residents for general travel purposes. Wefound, as did Clarke in 1977, no speciahzed roadwayinfrastructure to accommodate either golf carts or bicycles. Withthe excepuonof a probabltaonagainst impedingthe flow of traffic, golf carts are free to drive on, and cross, any street irrespective of speedlimits. Thus, whileit is rare to see a cart driving along the high-speedthoroughfares, one does occasionally see carts on these roads and such roads do not serve as legal barriers to cart travel. This laissez faire approachextendsto the treatment of the carts and then" drivers. Golf carts driven by resldents of SunCity are registered as recreational vehicles and carry the sameState of Arizonalicense plates as do motorcycles.Adriver’s hcense is required, but all respondents knewpeople whodrove carts without a valid license. Tins illustrates the general hands-off attitude taken by federal, state and local authofittes. Thecarts do not meetfederal vehicle safety standards, yet freely use pubhcroads. State vehicle license plates are issued in a waythat renders cart records indistinguishable from those of markedlydifferent vehicles. Barring an actual traffic incident, local traffic enforcementappearsto be administeredwith a light hand. Amongthe stronger conclusions Clarke drew from his 1977 study was that: "’Our earlier thinking tended to assumethat substarmalroad space differentmtion and adaptation wouldbe required for safe and attractave use of the ATW mode. But the SunCity exampledramatically demonstratesthat traffic mixis quite possible assumingthat street networkshave been designed to impedethru [sic] traffic, broad streets havebeenprovided, and speed is effectavely controlled throughtraffic regulation and street design." (ibid., p. ] 2) In short, the moreall vehicles are madeto drive at low speeds and the moreroomthere is for informal space buffers betweentravel modes,the moreamenablethe roadwayinfrastructure is to low speed vehicles. Wereturn to this point in the conclusionsto this chapter. Results Of Focus Groups With Golf Cart Drivers Weheld three focus groups with a total of 32 residents of SunCity and Sun City West. The focus group outline wasnearly identical to that for PalmDesert (AppendixB). Unlike Palm Desert though, most of the golf carts in the SunCity area were gas-powered,not electric. But this had not alwaysbeenthe case. Golf cart retailers indicated that in the past ten to fifteen years sales of carts swungfrom predormnatelyelectric to predon~natelygas. To explore the 27 advantagesand disadvantagesof both cart types, one focus group consisted only of electric cart owners, another of only gas cart ownersand the third was a mzxedgroup. Characteristics of the Golf Carts: Choices betweenElectric and Gas Carts All three focus groupsconcurredon the basic distinctions betweenelectric and gas carts. El~:tric carts are quiet and fume-free;gas carts go faster and farther. Just howfast and how far either type of cart wouldtravel were points of considerable discussion. Nocarts were equipped with odometers. Drivers estimate driving range by summingknowntrip distances. A U]pacross town, the chstance betweenhomeand a certain golf course, the distance of a rou:ld of 18 holes of golf on a particular course, and other such trips were used to construct driving range estimates. Thedriving range of electric carts wasnot measuredon a scale of distance so muchas a scale of activities. Whenasked howfar they can drive on a charge, respondents told us what they can do before they have to recharge. Gas cart ownerswere likely to measure"distance" m umts of time, e.g., the numberof weeksbetweentrips to a gasoline station. Ownersof electric golf carts preferred themfor their quietness and lack of emissions and fumes. Thedriving range limit did not prevent themfrom makingall the use of the cart they desired. Ownersof gas carts emphasizedtheir greater speed. This was particularly important for accessingmoredistant golf courses as a gas cart could nearly halve round-trip travel times. A round-trip betweenhomeand a golf course on the opposite side of town might take 40 minutesin an electric cart, but only 25 minutesin a gas cart. Golf Cart Purchase and Use: Formation of a Goff Cart Space Thefn-st-dmevisitor to SunCity is immediatelystruck by the numberof golf carts on the road; evidence of the large numberof residents in this communitywhohave constructed golf cart spaces. Accordingto our focus group participants, their carts providedthemaccess to a wide variety of activities with only minoradjustmentsin route choice and actwity linkages° More so tAaanin PalmDesert, SunCity residents used their carts as general purposetransportatmn vebJtcles rather than simply a meansto access golf courses. Someof the focus group participants had either quit playing golf or never had played, ~,et usedgolf carts to access manyactivities throughout SunCity. Fewindicated that the cart changedwhetherthey hnkederrands or took single-purpose trips. This was due m large part to an apparent propenslty for householdsto makesingle-purpose trips regardless of modechoice. Yet there did appear to be somerelationship betweenthe type 28 of activity, its distance from home,and the preferred travel mode.Cart drivers whowould drive five miles mtheir cart to play a roundof golf wouldnot drive that far mthe cart to do errands, shoppingor other non-golf activities The cart wasused to access non-golf actavlUes only if they were located within a mile or so of home.Also, non-golf activities werenot usually linked with golf itself. As the carts have no locking compartment to store golf eqmpment,people tended to return &rectly homefrom playing golf. They then removed their golf equipmentfromthe cart if they used it to run non-golferrands later. In half the householdsthat participated m the SunCity focus groups, a golf cart had replaced an automobile. The following are typical commentsfrom these households: * ° "I don’t play golf, but I use a cart for local traveL" "I use it for everythingexcept going to Phoenix." "I put as manymiles on mycart as I do mycar." Newerarrivals to Sun City recounted howthey had ownedtwo motor vehicles whenthey movedto Sun City. Witbanone to two years, they had sold one car and purchaseda golf cart. Nonecomplainedof being cut off fromtheir desired activities as a result of tbas choice. All acknowledged that within the speciahzedsetting in whichthey lived, the golf cart wasan inexpensiveand desirable transportation tool. Effect of Golf Cart Infrastructure on Cart Use and Safety As there wasno specialized roadwayinfrastructure for golf carts m SunCity, the discussion of whetherthese cart drivers wouldhke to see certain types of infrastructure wasnecessarily hypothetical. Theywere asked m particular to consider special lane designations for golf carts. Theidea for special golf cart lanes wasuniversally unpopular. Noneof the respondents wantedto see such lanes if it meantremovinga motorvehicle lane. Suchcart lanes wouldgive themno access they did not already enjoy; manyexpressedthe fear they mightbe restricted to driving only in such lanes. Since cart drivers face no prohibitions on wherethey can drive, special infrastructure was viewedmoreas a possible safety improvement.Driving through intersections, not driving along a waffle lane, was viewedas the primary safety hazard. This perception is supported by a traffic safety study performed by the MancopaCountyDepartmentof Transportation The countyreviewedall reported traffic accidents involvinggolf carts in the unincorporatedparts of the County(whichincludes SunCity and all other private communitiesin the county) for the years 1991and 1992. Twentyof the 29 accidents occurred at intersections. Ln nearly half the accident reports, the golf cart driver wasreported to havefailed to yield the fight-of-way. This 29 corttradicts the focus groupparticipants statements that they weremorecareful whendriving thetr cart and that the primaryhazard wasinattentive motorvehicle drivers. The County’s report supports our sample’s belief that the winter months, whenthe population swells with part-tame residents, were morehazardous than the summer.Eighty-two percent of the accidents occurred betweenthe dates of October1 and April 30. Thus with the possible exceptionof their ownculpability, the traffic safety perceptions of our participants coincided witJa the hmitedofficial statistics. Bex:ausetheir golf carts wereperceivedas less safe than their cars, mostcart drivers indicated they were morecircumspectin thetr choice of travel routes whenthey drove their carts than whenthey drove their cars. In their carts, they wouldavoid higher speed streets. Mostwould chooseto cross high speed streets at signalized intersections. Widestreets, almost all of which haveleft turn lanes, easedgolf cart use. Thereis amplespace for faster cars to pass and the carl driver is less exposedto traffic approachingfrombehindwhile makingleft turns. Sun City Summary Withinthe context of the historical developmentof golf cart use m SunCity, infrastructure and safety issues do not themselvesprevent or limit access to non-golf activities mgolf carts. Minoradjustmentsin route selection and real or imaginedincreases in attention to traffic suffice to allowgolf cart drivers to access non-golfactivities. Thelimits on activity choice appearto be the specialized nature of the vehicle. Apayloadcapability constraint (i.e., the absenceof locl’dng storage) precludes hnkingseveral activities and the speed capability constraint hmits access to moredistant activity locations. As proxies for NEVdrivers, the shift fromelectric to gas poweredcarts in Sun City suggests that a mmimum top speed capability of 25 mphis desirable for NEVs.Adriving range of 30 miles maybring a few moreactivities within the NEVspace than the 20 to 25 mile rangeof electric carts, but the real limit on the spatial extent of this space is travel time, not distance. Weecho Clarke’s conclusionfrom15 years ago: if all traffic can be madeto moveat a lower speed and there exists ampleroad space, then specialized inflastructure for low-speedmodesmaynot be required. Wespeculate though, that travel speeds madtraffic levels haveincreased since 1977, makingcarts comparativelyless safe than the,y were then. Evenin SunCity, golf cart drivers wouldbenefit from infrastructure improvements to protect themat intersections. Lessons from Golf Communities In the townsof PalmDesert, Cahfornia and Sun City, Arizona, we find that vehicles of mirfimal performancecapabihties can provide valuable transportation services. Wesee this is 30 true in Sun City, even with no speciahzed infrastructure to accommodate low-speedvehicles. Thetwo townsshare similar roadwayinfrastructure networks. At least as important, the householdswhodrive golf carts in both townsare subject to few authority or coupling constraints--as retired adults without children at home,they are subject to few of the work, school and social schedules that jobs and children imposeon householdtravel. Duein large part to this lack of authority and couplingconstraints, golf cart dnversin both case study townshaveconstructedgolf cart activtty sub-spaces: sets of activities that they regularly access by golf cart. In someof these households,this activity space is quite simple and is limited to two types of activity locauonsmhome and golf courses. (This does not meangolf is the only activity accessedby golf cart. Golf courses often serve as the center of other social and recreational activities for these households.) But in manyother households, including those whodo not play golf at all, the golf cart providesaccessto a widevariety of activities, e.g., social, shopping,personal and professional business. Theexistence of a set of activities regularly accessedby golf cart and the purchaseof a golf cart to replace a car both argue for the existence of mode-specific activity sub-spaces m these households. Thehrnits of those golf’cart spacesare determinedby attributes of the vehicles, the transportation infrastructure, and the activity choices of the household.Thecapability constraints on speed, distance and payloadrestrict the distance peopleare willing to travel and their sequencesof activities. Themoreimportant constraint on howfar people will travel in their carts is speedand not driving range. Distance(driving range) is less relevant to travel choices in these commumties whereall the daily activity locations are within a few miles of homeThespecialized design of these pamcularvehicles makeslinking several activities more difficult of the absenceof lockablestorage makesthema target for theft. The householdsin these case studies are almost all householdsof retired persons. Theyhave fewer coupling constraints with other household membersthan we expect to find in households with children. Theyalso face far fewer authority constraints, especially activity scheduling constraints. As their time and activities are morediscretionary, we do not see cases in winch the capability, couplingand authority constraints eliminate a desired or required time-space path. Someof these householdselmainated an ICEVand replaced it with a golf cart because the combinationof an ICEVand cart is a better set of travel tons for these householdsthan are two ICEVs. PalmDesert is developingspecial infrastructure to facilitate goff cart travel. Golfcart drivers in SunCity wantedno special infrastructure. In PalmDesert, golf cart infrastructure is seen as 31 en~bhnggolf cart travel. In SunCity, carts havenearly unlinuted access to the transportation network, and special infrastructure wasviewedas potentially limiting this access. The difference in perceptions is linked to the historical process of developmentmthe two regions and speaks to the chfferences betweenretrofitUng NEVinfrastructure in existing communiues versus building new communitiesfor NEVs. As we comparePalm Desert and Sun City, keep in mind Clarke’s conclusion from his 1977 cast: study m Sun City He and Garrison had assumedthat substantial roadwaydevelopment wouldbe required to makeATW velucles practical. Theprocess of route, lane, path and sign developmentin Palm Desert reflects tins assumption. Wefound in Sun City in 1993 what Clarkefoundin 1977: golf carts co-exist with cars and trucks in a setting of informal traffic separation, limited through traffic mneighborhoods,arid effective speed regulation. Still, it is possible that SunCity does not disprove the assumptionof the need for speciahzed infrastructure for different travel modes.SunCity developedfrom the start as a community in wbachgolf carts werean expectedpart of the traffic mix; thus its lessons mayapply best to new developmentsin which NEVsare also an expected part of the traffic mix. PalmDesert’s programwasdesignedin response to specific legal and institutional requirementsimposedat the behest of state transportation and safety agencies. PalmDesert maybe an appropriate modelfor retrofitting NEVinfrastructure mexisting communities.But we should recall that the golf cart infrastructure in PalmDesert is being developedIn responseto constraints on the town’s objective spatial structure imposedby agencies charged with designing roadwaysand enfigrcing traffic and vehaclesafety laws and regulations, not solely in responseto requests by drivers of electric golf carts. 32 111. RIDE-AND-DRIVE HOBBYISTS AND Hypothetical Early Electric CLINICS WiTH EV ENVIRONMENTALISTS: Market and Neighborhood Segments for Electric Vehicles Everett Rogers. The Diffusion of Innovations. "...the innovatorplays an importantrole in the diffusion process: that of launching the newidea in the social system by importing the innovation from outside of the system’s boundaries."’ This is a study of the percepaonsand reacUonsof hypothetical early marketsegmentsto a variety of NEVs.The hterature on the diffusion of innovations hypothesizes that the growth of the market for newproducts can be broken downinto the sequential adoption of the innovation by distanct groups of people (See Rogers(1983) for an extensive review of diffusion of innovations literature.) EVhobbyists and environmentalists are frequently discussed as likely early buyers of EVs. EVhobbyists are assumedto be knowledgeable regarding EVtechnologyand the performancecharacteristics of the vehicles, and to be habituated to, or accepting of the shorter range and long recharge time of EVs.This interest and familiarity are hypothesLzed to translate into a greater willingness to buyoriginal equipment manufacturer’s (OEM’s)electric vehicles. Environmentalists are hypothesized to be among the early buyersof EVsbecauseof their interest mthe potential for clean air. To test these hypotheses and to assess howthese groups perceive NEVscomparedto small, freeway-capable EVs, membersof the Sacramentochapter of the Electric Automobile Association (EAA)and recrmts from attendees at the WholeEarth Festival (WEF)held on UCDavis campus,were given the opportunity to see, ride, and drive a variety of EVsand NEVs.At the drive clinics, participants completeda pre-survey, were conductedthrough a tour of the vebacles by an interviewer whorecorded their responses to the vehicles, and then fiUed out a post-test drive questionnaire and scheduleda time to return for a focus group. Ade-and-dnve clinics focusedon participants’ evaluations of vehicle attributes, while the focus groupsexploredthe effects of these attributes on participants’ ability to access desired activities and to form a NEVspace or an EVspace. In the focus groups, participants were guided through a series of questions on howeach of the types of vehicles they had seen at the 33 drive clinic would, or wouldnot, fit into their lives. Eachgroup then &scussedin a more general way the advantages and disadvantages of EVs. EVand NEVpurchase intentions were exploredlast. The question of whether the membersof these two groups would ever buy an EV, muchless be amongthe fast buyers, was asked in an informationcontext that provided the participants the opportunityto reflect on and confront vehicle attributes with whichthey are largely unf~mfiliar; in particular driving range, rechargmgregxmesand the inability to travel on freeways. The four EAAmemberswhonow drive their ownEVsare well informed regarding mo.,;t of these attributes. Despite their interest in EVs,the remmningEAAmembersdo not hawedirect experienceby whichto judgethe effect of say, Imaitedrange, on their ability to acc~ss desired activities. Thusthey maynot havethe reqmsite inforrnataon to assess their vehicle purchase intention. TheWEFrecruits are even further removedfrom this information context. Thedrive clinics, questionnaires and focus groupswere designedto: allow for the tim.J,ted testing of a variety of vehicles and ehcit initial impressions;allowa fewdaysfor reflection uponthis experience; and engageparticipants in discussion of the vehicles within a soc~tal setting. In this waythe informationcontext Is enriched by each person’s experienceand the experienceof the other people in the focus group. Onlyat the end of this process are people asked to discuss their purchaseintention. The Ride and Drive Setting The Vehicles The’, vehicles represented a broad spectrum of performanceand body styles. EAAmembers revI,ewedand evaluated the followingvehicles: ¯ ¯ ¯ ¯ ¯ City CornCity-El; KewetEl-Jet; Solectria GeoMetroconversion; HorlacherCity and Sport prototypes; and the Esoro prototype. WEFrecruits reviewed the samevehicles with the exception of the Kewetwhich was un~vailablefor that clinic. Aspresentedto participants in these clinics, the basic attributes of the vehicles were somewhatdifferent from those described in Table 1.1. The top speed and driving range of the Horlacherand Esorovehacles weredescribed to the participants in this study as being higher than those given in Table 1.1. This wasdone to create a clear &stinctaon betweenthe non-freewaycapable City-El and Kewetand the other, freeway capable vebacles. 34 TheC~ty-Elrepresents the lowest performancevehicle on several scales: ~t seats only one person, has a top speed of 30 to 35 miles per hour, a driving range of 20 to 30 miles and a limited payloadcapaclty. TheKewetoffers two seats, a moretradittonal, upright driving position, a tOp speed of 40 miles per hour and a driving range of 40 rmles1. The remaining vehicles are all freewaycapable, with top speeds between65 and 75 mphand driving ranges of 60 to 80 miles. All the freewaycapable vehicles (the Solectria, Esoroand both Hoflachers) seat at least two people; only the Esoro offers 2+2seating. All the vehicles charge froma standard 110 volt outlet; the Hoflachersand the Esoro can also recharge froma 220 volt outlet. The Participants EVhobbyists were drawn from the membersof the Sacramento chapter of the EAA.They were reformed at their meeting on 22 May1993 that they wouldbe afforded the opportumty after the meetingto ride and drive several EVs.Theysimplyhad to be wilhng to spend the time that afternoon to attend the clinic and attend a focus groupon the eveningof 25 May. TwentyEAAmembersstayed for the drive chmcand 17 of these attended the focus groups. The sample of EAAmembersincluded four persons whonow ownEVsthey had converted or built themselves. All the other EAAmembershad joined wlthin the prewous18 months. These newer membershad jomeAthe EAAto Inform themselves about EVs. Somehad joined because they wishedto convert a vehicle themselves, but most had joined simply to learn more about EVtechnology in hopes of makingmoreinformed choices about a future EVpurchase. A group of enwronmentahstswas recruited at the 1993 WholeEarth Festival (WEF)held May 7-9 on the Umversityof California, Davis campus.ITS-Davisstaff put a City-E1 on &splay and collected namesof persons interested in driving ~t and other small EVs.Therecruits filled out a brief questionnaire designed to ~dennfythose whowere most concernedw~thair quality and active in environmental organizanons. The "green market" was assumedto be madeup of those people whoagreed with the following statements: ° air quahty is an important problem in mycommunity; ® reducing petroleurrl consumptionwill benefit the environment; - actions taken by individuals can affect air quality; I donated time or moneyto an environmentalorganization in the past year. Nine WEF recruits completedthe "’green market" drive clinic and focus group. 1 Tl-usrangeis longerthanthat shown mTable1 1 It is basedonpublishedfigures. ThedatamTable1 1 is basedonour actualexperience withthe vehicle 35 The Test Drives Thetest drives wereconductedon a three-tenths mile course on the local streets at the Sax:ramentoMunicipal Utihty District headquarters in Sacramentofor EAAmembersand on a half mile course on the UCD campusfor the WEFrecruits. All participants drove a City-El. EAAmembersalso drove the Solectna or the Kewet. WEFrecruits also drove the Solectria. A!l participants chose one of the two Horlachervehicles or the Esoro in whichthey wishedto ride. Vehicles in whichpai’ticipants rode or drove were given stationary and dynamic evaluations. All vehicles m both clinics were given stationary evaluations by each participant. Stationary evaluations included entry and egress, styhng, and instrumentation. Dynamic evaluations included acceleration, braking, sound, steering, and safety perceptaons. Who is Likely to Buy EVs and NEVs? There is a great deal of enthusiasm for OEM EVs, especially amongthe newer EAAmembers. However,all participants expressedpurchaseintentions that were sensitive to the ability of the various vehicles to provide adequateaccess to desired activities, personal desires to continue "tinkering" with EVtechnology, and purchase price. Long term membersof the EAAwere not interested in buying an OEM vebacle because they wantedto contmueto build and modifytheir ownEVs. Differences in the response to EVsand NEVsbetween the environmentalists and hobbyists had moreto do with wherethey lived than with characteristics of the people themselves. There is line evidence to suggest either EAAmembersor WEFrecruits are wiUingto pay a premiumprice to be amongthe first ownersof newOEM electric vehicles, but stro~ag evidencethey will buy EVsif they are offered at prices that are competitivewith prices of gasoline vehicles. During the focus groups, respondents madethree choices from the EVsand NEVsthey had seen at the test drive clinics. First, eachchose the vehicle he or she wouldselect if it were offered to themfree of charge. Next, each chose a "secondbest" free EV,as if their first choice wasnot available. Theywere asked to explain the differences betweenthe vehicles that led Io this priority of choices. Finally, each group wasasked to makea hypothetical purchase decision. Thevehicles wereoffered at a variety of prices. Theabsolute price levels were changedfrom group to group to observe choices madeat different price levels. In each group, the rank order of prices wasmaintained. Theprice order from least to most expensive was: City-El, Kewet,Solectria conversion, Horlacher City, and HorlacherSport and Esoro (tie). Tabl[e 3.1 showsall the vehicle choices for each focus group pamcipant. 36 Table 3.1’ Transition Table of EV Choices during the Focus Groups Sampleto which the Fu’st Choice,,f a Second Choice of a EVChoice to Purchase Free EV at Offered Prices Free EV respondent belonged i, F_AA Esoro Solectna Esoro EAA Esoro Solectria Soteetria EAA Esoro Horlacher Sport none F_AA Esoro Horlacher Sport Solecma EAA Esoro Horlacher Sport City F_AA Esoro Solectria Solecma EAA Esoro Horlaeher Sport none EAA Esoro Horlaeher Sport none KAA Esoro Solectna none EAA Esoro Horlacher City City-El EAA Esoro Solectna Solectna EAA Esoro Horlacher Sport Solectria EAA Solectria Esoro City F.AA Solectria none none EAA Solectria Horlacher City Solectria EAA Horlacher Sport Esoro none EAA Kewet none Kewet WEF Esoro Horlacher Sport none WEF Esoro Solectria Solectria WEF Esoro Horlacher City Solectria WEF Esoro Horlacher City Esoro WEF Esoro Horlacher Sport none WEF Esoro Horlacher Sport Esoro WEF Esoro none none WEF Solectria Horlacher Sport none WEF Horlacher Sport none none 37 As shownm the right-hand columnof Table 3.1, 11 of the 26 focus group participants chose not to buy any EVat the offered prices. Someof these people expressed a desire to convert their ownvehicle rather than buy a completedconversion or an OEM vehicle. Seven people chose to buy the Solectria conversion, one person chose to buy a City-E1, and one a Kewet. Onlyfive people opted to buy the other EVprototypes at the prices offered. The choices of EAAmembersreflect their current EVownershipstatus. Three of the four memberswhonowownEVs chose to do their own conversion rather than purchase an OEM EV.Noprice wasspecified as this choice was volunteered by these participants. The fourth EVownerchose the Solectria conversionas his fast choice of a free vehicle becausehe felt flee to modifyit. Twoother EAAmemberswhochose to buy the Solectria expressed tins desire to modifythe vehicle. The Horlacher and Esoro vehicles were viewedas finished products, less amenableto modification. Morethan half the WEFrecmlts rejected the purchase of any EVthey reviewedat the drive clintc; none were interested in the NEVs.All of our environmentalist sub-samplelives m Davm.Davis is separated from other towns by 8 to 10 miles of agricultural land. A primary reason for these Davis residents to drive any car wasto travel out-of-town. Bicycling and walJdngsuffices for muchof their in-town travel. Owmng a vehicle such as the City-E1 and Kewetfor local travel wasnot viewedfavorably. Therejection of the freeway capable vehicles was linked to vehicle price, current householdvehicle ownershippatterns and the percepUon that better options than EVsexist for themto express their address air quality concerns. More of the WEF recruits live in householdsthat ownonly one car or in householdsof unrelated adultts whoeach owntheir ownvehicles. Thus to ownan EV(subject to the assumptionthe household always retains ownershipof one ICEV)meantadding cars to the householdfleet. Shwebuying any new car was viewed as unlikely, buying an EVor a NEVwas also unlikely. Thusthe participants in both sub-samplesdo not appear to belong to market segmentsthat are :go strongly motivated to be amongthe In’st ownersof OEM EVsand NEVsthat they are willing to pay pren~umprices over those of gasoline vehicles. Anexaminauonof each sample both separately and m contrast to each other provides someexplanations for this. Characteristics Of The Hobbyist And Green Market Samples Perceptions of Electric Vehicles Innovators for specific products are usually identified well after marketsfor the newproduct have matured°Retrospective analyses of sales of newproducts distinguish the earhest buyers, 38 whoby definition are the renovators, from later buyers° These early buyers maybe motivated by a particular knowledgeof, or interest in, the newproduct "hey maybe able to derive especlally large benefits from the newproduct. Socioeconomicand attitudinal measuresmay be used to differentmte earlier from later buyers. Also, the informationsources used by earhest buyers are likely to be different from those used by later buyers. Suchdifferences as appear betweenearly and later adopters mayalso appear betweendifferent early market segments. If EAAmembersdo possess advanced knowledgeregarding EVs, we expect they mayhold different percepttons of EVsthan do the WEF recruits. To test this hypothesis, both groups were asked to comparetheir perceptions of EVsto the cars and trucks they nowdrive on scales that measuredperceptions of: size, speed, safety, pollution, convenience,cost to ran, cost to buy, practicahty, and styhslmess. Wefind very few differences in the general perceptions of EVsbetweenthe two groups. The only difference in group meansoccurs on the perception of the cost to run EVscomparedto gasoline vehicles. Figure 3.1 showsthat while both groups beheveEVsare cheaper to run, EAAmembersbelieve EVsare muchcheaper to run. On average, membersof both groups believe EVsare: smaller, slower, muchless polluting; as safe, convenient,and practical; and somewhatmoreexpensive to buy, morestylish and morefuturistic than the gasohne vehicles they are nowdriving. Whenasked about the impact of EVson air quality, a few subtle differences emergebetween the groups. Hobbyistsare morelikely to believe that EVsare an effective meansto address air quality issues. Regardingthe preparedness of EVsto replace gasoline fueled vehicles, EAA memberson average are morelikely to disagree with the statement "EVsare not yet practical to replace gasoline fueled vehicles" than are WEFrecruits. Whenasked to agree or disagree with the statement "EVsare the key to solving air pollution in the Davis-Sacramento area," no EAA memberand only one WEFrecruit disagreed with this statement. Howeveramongthose who agreed, a greater percentage of EAAmembersstrongly agreeAthan did WEFrecruits, so that the average level of agreementthat EVsare the key to solving air quahty problemswas significantly higher amongEAAmembers(Figure 3.2)0 39 Figure 3.1: Cheapto RunEVs by Sample . O. 4. -12 EVA WEF SAMPLE Notch" Scale from -12 to 12. -12 m&catesstrongest behef that EVsare cheaper to run than ICEVs. The e~timate of the meanfor all respondents is shownby the gray line across the wldth of the chart Esumates of the group meansare shownby the solid black dots. The verucal bars through the meansdots in&cate the standard error of each esUmate. The top and bottom points of the &amondsshowthe 95 percent confidence interval around the means estimates The short gray bars above and below the &amondsm&cateone standard devlataon above and below the means estimates. The values of the group meansare shownbelow The t-test indicates the meansare s~gmfieantly &fferent at a significance level of cx = 0.0168. Group EAA WEF Mean -8 30 -3 36 Std Error 1.1587 1.5624 t-test 2.537 DF 29 Prob.>ltl 0.0168 Immediatelyfollowing their test drives, both groups wereasked again to agree or chsagree whetherEVsare not yet practical to replace gasoline vehicles. Thechangesin responses before and ~ffter the drive clinics measurethe impactof the drive chnic experienceon this important bulldog block of purchaseretention. The WEF recruits showeda statistically significant shift toward disagreement with the statement, while EAAmemberson average showedno change (Figure 3.3). Thedistributions reveal that half the WEF recruits remainedunchangedIn their 40 Figure 3.2: EVs are the-Key to SNvingAir Pollution By Sample 4.0-- SAMPLE Scalefrom1 to Level Mean EA.A 1.40 WET 2 00 5 1 = stronglyagreesthat EVsare keyto solvingmrpollution5 = stronglydmagree. StdError t-Test DF ProbMtl 0 149 2406 29 00227 0 200 assessmentof the practicality of EVs,but the other half shifted 1, 2 or 3 points toward disagreeing with the statement the EVsare not yet practical on the 5-point scale. Among EAA members,half showedno change. Among the other half, someindicated the drive clinics led them to believe EVswere more practical, but some EAAmemberscame awayfrom the drive clinic w~thworseassessmentsof ready EVsare to replace gasoline vehicles. information Sources Simply by their membershipin the EAA,the sample of hobbyists was expected to have used different information sources regarding EVsthan did the WEF recruits. Thedistribution of informationsources in Figure 3.4 showsthis is true. "’Electric vehicle clubs" werelisted as a primary informataon source by 18 of the 20 EAAmembers;ordy one WEFrecruit mentioned electric vehicle clubs. SMUD’s involvementwith the Sacramentochapter of the EAAlikely explains the high numberof EAAmemberswholisted then" electric utility as an important 41 information source. Only a few WEF recruits cited their electric utility. Amongthe WEF recruits the most important sources were mass mediasuch as television newsand specials and new,,;papers. Theywere also morelikely than EVhobbylsts to cite environmental organizauons.Thefact that a marketfor EVsdoes not yet exist is reflected by the fact that almost no one cltes either EVmanufacturers or major automotivemanufacturers as important sources of information. Figure 3.3: Changein Evaluation of whetherEVsare Practical By Sample I -2-3-4- EVA "i ~rEEt SAMPLE Note The variable "ChangePraclacar’ is the &fference between each respondenfs evaluauon of whether EVsare pracuc al to replace gasoline vehicles lmme&atelybefore and after the nde-and-dfive chmc.The variable can range from -4 (muchless pracucal) to 4 (muchmorepraclacal). Actual range of scores is from -1 to Level EAA WEF number Mean 1 9 0.263 10 1 100 Std Error 0.252 0347 42 Figure 3.4: Sourcesof EVinformatfon by Sample Number in group Technology/Science Magazines Electric Vehicle Clubs Electric Utility Word of mouth Newspapers Environmental Orgamzatlons T’v’ or RadioNews Seeing EVson the road Ownan EV ScienceFiction Reading =~ (unspecifIed) EV Manufacturers Technical Papers and Joumals Automotive Magazines ~ "iV Shows Automobile Manufacturers 0 5 10 1 [] 15 EAA [] 20 WEF 25 30 43 The difference in the types of information sources used by the two samplesm&cates &f-fi’~rences in then" movement through a simple innovation-decision model. In this model, people movethrough several stages: initial awarenessof a newtechnologyor idea; formation of an initial evaluation; decision whetherto adopt; implementation;and confirmation. Certain feedbackloops are observedin the model,in particular an initial implementationdecision is often an experimentaltrial whichcan lead to a re-evaluation of the adoptiondecision Our environmentalists indicate most of their information regarding EVscamefrom mass media sources. Such sources provide general informauonand create miUalawareness of a new technologyor idea. Thusour sampleof environmentalists appears to awa~renessof EVs. Theymaynot yet have idenUfied a problemthat solve. TheEVhobbyists on the other hand, cite sources of specific Theyhave movedbeyondawareness and are seeking information that be in a state of imtial they beheve EVswill and detailed information. wtll allow them to act to adopt EVs. Theseinterpretataons are substantiated by the focus group results. The WEF groups spent moretime debating the merits of EVsto address environmentalproblemsand had less specific information about EVs. The membersof the EAAgroup whodid not already ownan EVhad joinod the group specifically to gather mformanonabout howto do their ownconversions and to keep abreast of breal~ng developmentsm OEM vehicles. Give.nthe differences in informationsources, the similarity in pre-test drive electric vehicle perceptions of the two groups is all the moreremarkable. Oneexplanation maybe massmedia sources of informationare portraying EVsma mannerthat is consistent with the morespecific infomaation available to EAAmembersthrough the Association and SMUD. Personal and Household Characteristics Thetwo samplesshowfew differences on personalandhouseholdcharacteristzcs. All but one EA/I memberdescribed themselves as particularly handy in a waythat makesthem more adaptable to owningand using EVs.WEFrecruits were also morelikely than not to describe themselvesas handy. There is no substantive difference in the average numberof vehicles per driver in the households;there is one vehicle per driver in most householdsin both groups. Despite this, and the fact noted abovethat the WEFsamplecontains a higher numberof householdsof unrelated adults, WEF householdsare only slightly less likely to engagein vehicle swappingthan are EAAhouseholds. Vehicle swappingis an important adaptive behaviorto linuted range identified in other studies at ITS-Davis(Kurani, Turrentine and Spetling, 1994a). Householdincomes were similar and the median and modal income groups 44 were $25,000- $40,000. The environmentalists whopamcipated in the drive chnic were all Davis residents with one exception. As a group, they were younger than the EAAgroup. The two groups do show differences in employmentand residential tenure. Whereas75 percent of the EAAsample was employedeither in or out of their home,60 percent of the WEF sample were students. EAAmembershave hved in their current homefor an average of 8.6 years, but this average Is inflated by two householdswhoseresidential tenure is 31 and 40 years. Thestudent population in the WEF group is largely responsible for the shorter residential tenure of 4.4 years. Theaverage time each group has Iived in the Sacramento-Dav~s areas was even moredisparate. Onaverage, EAAmembershad lived in the area for 20.7 years; WEFrecruits, 5.I years. Membersof both groups plan on remaining in the area identifying A Green Market Animtial premise of this study w: ~at a group of environmentalists could be identified who are likely to be amongthe f’n’st buyers of EVsand NEVs.The WEFsample was intended to represent this green market segment.Giventhe difficulty of identifying green markets for EVs in other studies (see for exampleBuist, 1993), the xssue of howthe WEF sample chffers from the EAAsample warrants some attention. Basedon the attitudes madactions used to select the V~rEFrecruits as environmentalists,there was little chfference betweenthe two samples. Nearly identical proportions of both samples identify themselves as belonging to, or working for, environmental groups. Morethan 75%of both groupsagree or strongly agree that air quahty is an tmportant problemin then- community. Ninety percent of each group agrees or strongly agrees that reducing petroleum consumption will benefit the environment°Bothgroups believe motorvehicles are a significant source of air pollution. Morethan 80%agree or strongly agree that they buy environmentally"friendly" products wheneverpossible. Last, every person in both groups agrees or strongly agrees that actions taken by individuals can affect air quality. In short, these twosamplesare virtually indistinguishable on these measuresof environmentalisrr, WeconcIude that our sample of EV hobbyists consisted of people whowere themselves env~lonmentalists. Whyis an "environmentalist" marketsegmentso difficult to differentiate? Theanswerlies at least in part the definition of environmentalism.In a 1989Roperpoll, 75 percent of Americans identified themselvesas environmentalists. Thusself identification as an environmentalistno longer distinguishes Americans,one from another The answerin this study maylie partly in the fact our sampleof hobbyists contains so manyenvironmentalists° This conclusion does not invalidate the findings of this report. It simplymeansthat the differences reported here 45 betweenthe two samples have to do with membershipstatus in the EAAand land use features of the city of residence, not &stinctions betweenhobbyists and environmentahsts. Attributes Affecting Specific Vehicle Choices It seemsplausible given the results of these chmcsthat the market for EVsand NEVswill fu’sl’, be segmentedby householdresponses to newvehicle attributes--limited daily range, low top speed, small passenger and payload capacity, and environmental benefits. Responses to other newattributes of EVs--homerecharging, newmaintenanceregimes, and newcost schedules--will likely affect the markettoo, but these were not explored in the 6de-and-dnve clinics. The attributes that determinedchoices betweenvehicles were of two basic types-those that determinedclasses of vehicles and those that determineda choice within a given class. Themost important attributes to defining classes of vehicles were speed, range and load carrying capacity. The City-El and Kewetwere distinguished from other vehicles primarily by their exclusion from freeways and highwaysbecause of their lower top speeds. Last, the CityE1 in particular wasviewedas far too limited in its passengerand load carrying capaclty. The interaction betweenpassenger capacity and the coupling constraints Imposedby household roles and social contacts madethe City-E1unusableto all but one of the participants. The four freeway capable vehicles~the Solectria Metro conversion, Horlacher City and Sport, and Esoro were chosen by half the respondents as the vehicles they wouldbuy at prices offered at the end of each focus group. Thesevehicles meet expectatmnsof a vehicle this person wouldbe willing to buy. Evenwithin this class, the extremelimits of capabihty-the highest top speed and longest range--determined the choices of somerespondents. More generally though, once the participants had determinedthey could use a vehicle of the minimum spex’A(60mph)and range (50 miles) capabilities of these vehicles, their choice between vehtcles was determanedby driver comfort, exterior 0and interior styling, and colorminshort, manyof the sameattributes by whichthey already choose cars. Purchase price primarily affected the choice whetherto "buy" any of the EVs.Choices betweenthe freewaycapable vehicles were typically based on the driving range and styhng features of the vehicles and the attitudes toward, and experiencewith, vehicle conversionsof the respondent. Sevenof the 19 people whochose the Esoro as their fLrst choice of a free EV switched to the Solectria whenasked to express a purchasechoice, and 7 moreof those 19 chose none of the vehicles. Ove, rall hfestyle choices determineconsumers’vehicle bodystyle choices (and will affect con:~umers’ choices between NEVs,EVsand ICEVs). Once these choices have been made, 46 individual vehicle features, brand loyalty, dealer reputauonand brand experience determine choices of a specific vehicle of the general vebacletypes° Approxamately half the participants in the study rode or drove an electric vehicle that appearsto saUsfytheir lifestyle demands.The choice of vehicles based on lifestyle considerations wasexpressed repeatedly in the focus groups. Several participants expressed their choice of vehicles wouldbe the Horlacher Sport, if they were still single. But the presence of spouses and children influenced choices toward the Esoro, with its 2+2seating or towardthe desire for a modifiedSolectria with a back seat. Conclusions This study attempts to answerthree questions. First, can we idendfy membersof early market segmentsfor electric vehicles prior to the existence of marketsfor vehicles? Second,do these potential early buyers express positive purchase intentions whenpresented with the opportunity to ride and drive a variety of electric vehicles?Lastly, whatattributes of either the vehicles or the participants’ activity spaces determinechoices betweenthe vehicles? Thefirst question is of fundamentalimportancebecause most studies of the diffusion of innovations are based on retrospecuveanalyses. This study of innovators differs in that it hypothesizes the exastence of two market segmentsfor a product not yet widely available. The only definitive answerto the fu,st question is that, as the terms "renovator"and "early adopter" are used in the diffusion of innovation literature, membersof these groupscannot be identified a priori because the very definition dependson comparisonsof persons in these groups mlater buyers of the product. This circular reasoninghighlights the importanceof the type of market analysis performedin this study. Hypotheucalearly adopters must be idenUfied, their responses to electric vehicles assessed, and adjustments madeto either or both our hypotheses or the product. Acceptanceof the NEVconcept and a wilhngnessto promoteit, to becomean innovator in the sense of fostering the Idea and importinginto one’s ownsocial setting, first requires the recognition of NEVsas an appropriate solution to a pressing problem. In these clinics, the persons who chose to be NEVinnovators were those for whomNEVscould provide access to an important set of their rout.meactivities. It should be noted that the group of environmentalists cannot be distinguished from the EV hobbyists on several attributes. Notably,both samplesare very similar on precisely those characteristics used to identify environmentalists.Tiffs fact indicates that concert, with air quality, and the desire to do somethingabout ~t, has becomea part of a moregeneral social fabric of Sacramentoand Davis than just our sub-sampleof envirorartentahsts. 47 Whocalls themselves envlronmentahsts? Rice growers whobelong to DucksUnlimited, contribute to maintatmngthe western flyway for migratory waterfowland drive full size sports/utillty vehicles and pickuptrucks mayidentify themselvesas environmentalists. Traveling artisans leading semi-nomadichfestyles, while keeping aging VWcampersand Volvostauon wagonsrunning mayidentify themselves as environmentalists. Young,urban professionals whohike, bike, and ski m the mountainson weekendsand carry their gear on roof racks on top of their BMWs and Acuras mayidentify themselves as environmentalists. Little is common to all these people, certainly not the lifestyle choices that determinevehicle choices. Whatwill distinguish these people into market segmentsfor EVsand NEVswill be their responseto the capability constraints of the vehicles: a distance budgetimposedby limited vehicle range~ low top speed, and hmited passenger and cargo payload. The search for early buyers of electric vehicles will have to find newwaysto segmentthe marketbased on these newvehicle capability constraints (See Kurani and Turrentme, 1995, for an expanded discussion of EVmarket segments.) Theanswerto the second question is yes, and no. The participants in this study are ambivalent concerning choices of electric vehicles they rode and drove. Somestrong, positive purchase intentions are expressed. Fifteen of the 26 participants chose one of the vehicles they had tested in a hypothetical purchasedectsion. However,eight of these 15 chose the Solectria conversion, not an OEM vehicle. Further, 11 participants chose none of the vehicles. With respect to NEVs,only two participants selected these vehicles from the variety of EVs pre,;ented to them. Concerningthe last question, the vehicle attributes that determinedchoices weretop speed, driving range, price, and styling. Vehicle price detemunedwhether any EVwasconsidered for pur, zhase, and to a lesser degree, choices betweenvehicles. Topspeed and driving range separated the smaller, slower City-El and Kewetfrom the freeway capable Solectria, Esoro and Horlacherso The two NEV"buyers" both lived in downtownSacramento. The non-freeway capablevehicles could access a large numberof their activities becauseof the dense distribution of activity locations near their homes,connectedby a dense networkof lower speed streets. Lowspeed, lirmted range and low cost NEVswere perceived to be a superior transportation option to freeway capable, but moreexpensive, EVs. Within the group of respondents who in&lcatedthey wouldprefer to buy a freewaycapablevehicle, their vehicle choices tended to ma:dmize either top speed or driving range, and then to select for specific styling features. Compared to larger, faster EVs,the City-E1and El-Jet were perceivedto eliminate deslred or required time-space paths between activities by most EAAmembers.Our sub-sample of EV 48 hobbyists were mostly residents of Sacramento,where higher speeds and lon~, distances are moretypical of the transportation system and the urban structure than in Davi- In Davis, the WEF recruits perceived that the NEVsneither sufficiently increased their time-spaceprisrns nor allowedsufficient access to newactivities within their existing prisms. Becausethe NEVsdid not allow for a newNEVspace that could not be accessed by bicycle, the greater expenseof NEVscomparedto bicycles could not be justified. The next chapter, on the household NEV trials, further examinesthe difference in responses to NEVsin Sacramentoand Davis and provides the most in-depth assessment of the effect of NEVson households’activity spaces. 49 IV,. HOUSEHOLD Neighborhood NEV ACTIVITY Electric Vehicle SPACE: Trials Charles O/son. Call MeIshmael. Quoted in Dettelbach. "’I take SPACE to be the central fact to [people]bornin America...I spell it large because it comeslarge here. Large and without mercy...a hell of a wide land from the beginmng." Results from the householdNEVtrials illustrate the use of the activity space concept and the processes through which householdslearn howvehicle range, speed and size constraints shape the~ NEVspace and ultimately their NEVpurchase intentions. These trials explore how householdsuse a vehicle that is not intended for highwaytravel, but intended to flU the specific niche of local travel on surface streets. By providing a NEVto a householdfor a week, we allow themto begin to explore howthey wouldincorporate such a velucle into their vehicle holdings. Changesin vehicle assignmentsto drivers and trips, changesm routes to acUvity locauons, and changesin timing and sequencesof actavities are all examined.This study mal~,es the mostdetailed use of the activity space concepts developedin the mtroductorychapter of thas report. It is also the study in winchwemakethe most m-depthexaminationof the basic premise outlined theremthat households must be able to construct a NEVspace--auseful set of activities to whichthe NEVallows themaccess--before they will consider buying such a vehicle. These households inform us about whether they can overcomespace with a set of specialized travel tools that includes a NEV. Thetest drive and interview process uncoverthe households’routine activity space, critical dest,ination(s) and mode-definedactivity sub-spaces. Recall wedefined the routine activity space as that set of activities that the householdaccesses on a daily and weenybasts (including all the other associated activity space dimensions---location,modeand route to access, etc.). Thecritical destination is a destination that a householdmember feels they must be able to reach even if the "unlimited range" gasoline vehicle is not available. Wehypothesized that modedefined activity sub-spacesexist within each household’soverall activlty space. Thevehicle trials allow householdsto answerfor themselvesour central research questions: "Will households create NEVactiwty sub-spaces?" "Is the existence of a NEVactivity sub-spacea sufficient condition for those householdsto include NEVsin the set of vehicles they consider whenmaking vehicle purchase decisions?" 5O Weassumethat households’choices of activities and activity locations will not changewithin the trial week.In the longer run, it is quite likely that ~ouseholdswill changesomeactivities or locations in response to a NEV.However,we assume that households not would explore such changes in a one week real. The household interviews supported tins assumption. Wealso constructed this study around households’ actual experience with the NEVrather than have themspeculate about somefuture state. OnlyIf a householdvolunteered such a speculation, did we ask them to elaborate on their possible actions in a world whereNEVsare more common. Thas restriction appears to have the strongest implications for interpreting safety perceptions related to relative vehicle size and speed. If future traffic mixescontain manymore NEVs,some of our NEVdrivers speculated they would feel more comfortable m traffic. The implications of these perceptionsfor a transition fromthe present (zero) levels of NEVtraffic the future are exploredin the concludingchapter of this report. Study Design Eachhouseholdin the study progressed through three phases: recruitment, vehicle trials, and interviews. Oncea householdwasselected and a trial weekscheduled, travel diaries were prepared for each driver in the household.For the trials, householdswere given either a CityCornCity-El or a KewetEl-Jet to use for a one weekperiod. Eachdriver in the household maintaineda travel diary for that weekand the householdparticlpated in an interview afterward. For each trip, drivers recordedall dimensionsof the activity space: trap purposes (activities), travel modes(including alternatives to the NEV if it wasused), trip times, routes, trip sequence, and actiwty links with other household members.Respondentsrecorded their routes on mapsfor each trip. Thecharies served as the basis for the interview that exploredthe households’ travel, assessment of the NEV,and NEVpurchase intentions. Participants Fifteen householdsparticipated in the NEVvehicle trials, seven from Davis and eight from Sacramento. Since the UCDavls Medical Center is in Sacramentoand the UCDavis campusis in Davis, weplaced vehicles in householdsin both cities. In thi,, way, weexplored differences in householdresponsebased on spatial scale, traffic levels and speeds, and the prior existence of mode-definedactivity sub-spaces within the households’ activity space. Householdsize ranged from one to four persons. A wide variety of household types were included in the study: householdscontaining one adult, two adults without children at home,two parents with a child or chaldren, and single parents of a c~Id or children. Agesof pa:’acipants rangedfrom mad-twentiesto mid-fifues. 51 All households had at least one memberwhowas an employeeof the University of California at Davis (UCD)or the UCDMedical Center (UCDMC).The UCemployee and their spouse and children (if they held a driver’s hcense) were perrmtted to drive the NEVs.This selection crite1:ion was required by the University for habihty purposes. While all UCDand UCDMC employeeswereeligible to take part in the study, partaclpants werenot randomlyselected. Namesfor potential Davisarea participants were collected from interested parties at the Whole Earth Festival in May1993 on the UCDcampus. Namesfor potential Sacramentoarea paraclpants were obtained through surveys distributed at the MedicalCenter. Recruitment forms for both groups asked for information on vehicle and homeownershap,homelocation, basic daily travel patterns and environmentalattitudes. Potential participants wereselected basedon 1) residential location, 2) ownershipof at least one workingautomobile,3) availability of a logical place to charge the NEV at their place of residence, and 4) the presence of a secondcar or seconddriver in the household. Potential participants weretelephonedin the order of their priority and selected based on wilhngnessto completethe travel diaries and interviews. Participants were asked specifically if they would like Io drive the City-El or the Kewet. Thirteen households chose to dnve the Kewet. Two factors contributed to this overwhelmingpreference. Fast, manyhouseholds madeperemptory judgmentsthat the City-E1was too small or too slow to be attractive. Second, the City-El was not avadablefor the entire study period. Limits on the study conclusions given the recruiting process The]kighly selective nature and small size of our samplehaveseveral implications for the appropriate inferences that maybe drawnfrom this study. Self-selection and samplesize are concerns if we wish to makegenerahzations about some population from which our sample is drawn, i.e., if wewishedto makeNEVmarket size estimates based on this study. It is not our intention to makeany such estimates based on these trials alone. Of ~rmchgreater concern is the requirementthat at least one householdmemberbe an employee of the Universityof California and the effect of this requirementon the variety of travel that we are able (or unable) to observe. All our households have one memberwhosetravel dominatedby travel to the UCcampusin Davis or to the UCDMedical Center in Sacramento. In Sacramento,one of our primaryselection criteria wasthat the householdhad to live close enoughto the Medical Center that travel betweenhomeand the Medical center in the NEVwas at least a possibility. All householdsin Davissatisfy this criterion with respect to the campus. Thusthe nature of the households’activities and their locations within each of the study areas 52 are not representative of the wholepopulatmnof those areas. In particular, householdswho live in the sameneighborhoodsas our participants, but do not makeworktrips to the UCDavis campusor the UCD Medical Center, will have very different activity spaces. The extension of the results from these 15 case studies to other householdsand other regions will be quahtafive. These extensions w111point to the exmtenceof market segmentsbased on general~able characteristics of households, vehicles and urban infrastructure. However,these extensions must be regarded as hypohhesesto be evaluated elsewhere. Someof themare tested in the followingchapter that reports the results of our statewide survey. Participant Responsibilities Householdsselected to participate in the test drives were giveneither a KewetEi-Jet or a CityCornCity-E1to drive for a week.In adchtion, all participants signed waivers of responsibility indicating that they understoodthe hmits of the vehicles. Particip~ts completeddmries of all daily trips (both in the electric vebacleand by other modes-car,bus, bike, etc.) for alt drivers in the participant’s household. A two hour interview was conducted with the household during the weekfollowingthe test drive. The Travel Diaries Eachdriver in the householdreceived a map-basedtravel diary1. Each mapincluded a small table to record trip beginningand end times, travel mode,EVrecharging reformation and other trip information. Davisparticipants received diaries with mapsof the entire city of Davxs. Mapswere custom made for households in Sacramento. Their maN included the household’s most-frequently visited destinations such as home,work, shops and stores, religious sites, homesof family and friends, etc. The need for custom mapsin Sacramentoarose from the larger size of the city and the need to keep the mapslegible. Mapswere reproducedsuch that individual street namescould be read. Pamcipantswere instructed to keep a record of every trip he or she madeduring the week. A trip wasdefined as leaving point Aand arriving at point B, even if point B wasonly a brief I In an activity chary respondentsrecord all actavities, in a travel diary they only record acuvmesthat require a changeof locauon. There ~s someevidence that activity diaries describe ~’avel moreaccurately than do travel charles, apparently because people more accurately recall what they have done than where they have been (Jones et al, 1983). However,we chose a travel diary format for two reasons. First, since travel diaries require recording fewer actavitaes, the burdenon respondents is reduced. Our travel diary is morecomplexthan most because we ask respondents to draw their travel routes on mapsm adchtmnto recording the usual detmls of trip purpose, travel mode,trip tame and chstance, etc. Second, we knewwe wouldhave the opportunity to recover forgotten trips during the householdmtervlewo 53 stopover en route to point C. Thus, travehng from hometo the post office and from the post office to workwasconsideredto be two trips and required the use of two mapsin the diary. Thespecific route for each trap washighlighted on the mapwith a fluorescent pen. Wehave travel records for the licensed drivers m each household. Travel by other household members only appears in our data if it affects the use of the household’svehicles or the travel of one of the hcensed &avers. For example,trips to school by ctuldren do not appear m our data if they traveled by themselvesby walkingor biking, but those trips do appear in our data set if the children were chauffeuredto school by one of the diary keepers. The Interview Partk:lpants were interviewed within two weeksof the NEVtrial week(usually within one week). Beforethe interview, all travel in the household’sdiaries were transferred to a single, large, compositemap. The trips were color-coded according to the modeof travel. Routes were drawnwlth hnes weighted to showfrequency of travel along them. The composite mapserves two purposes. First, it is an aide-memoirefor householdsto d~scussthe details of the dmryweek. Second, the mapserves as the basis for the householdto assess likely hypodaetical changesin travel due to hypothesizedchangesin characteristics of the NEV,the household’svehicle fleet, and the household’s activmes. The note-taking forms for the inter~few are included in AppendixE. Briefly, each interview movedthrough four mainparts: Anorientation in whichthe mapwas explained to the householdand the household’s travel was reviewed. This included an assessment of how representative the diary weekwasof the household’sactivities. Travel that maybe regular, but not weekly,e.g., vacation, holiday or weekendtravel, was discussed. Occasional use of travel modesnot represented in the diary were identified. Anaccount of the household’slast car purchase and gasoline refueling behaviorwereincluded in this section too. The second part explored howthe household used the NEVand howthe NEVdid or did not meet travel needs. Howthe NEVchanged the households travel, which trips were madein the NEV,what modewould have been used if not the NEV,whetherthe NEVcaused any changes in route choice, trip timing or other trip characteristics were all discussed. Thehouseholdwas asked to identify specific trips and locations on their compositemapto iUustrate eachpoint. Third, a NEVpurchase decision was discussed with the household. At this point a defining or limiting attribute of the NEVor the household’stravel wasoften identified. Householdswere asked to identify the specific activities that were excluded by the NEV,that is, were outside the NEVspace. For example,it wasnot enoughfor the householdto tell us the vehicle did not have adequatespace for passengers. Theyneededto identify specific activities or sequencesof actaviues that required adchtlonal room.Thevehicle 54 and travel characteristics identified mthis phase often determinedwhetherthe NEVwould be considered for purchase. Last, a short series of open-ended"debriefing" questions concludedthe interview. Theseincluded questions about the impact of the diary process on the householdstravel and subsequent responses m the interview. The Study Settings: Davis and Sacramento Davis and Sacramentooffer &stinct settings for testing household response to NEVs.Both cities are located near each other in California’s Central Valley. Theyshare mild winters, hot summersand flat terrain. However,Davis is separated from the western edge of the Sacramentoconurbation by the Yolo By-pass, a permanentagricultural preserve and flood plain for the SacramentoRaver. The only roads that provide year-muMaccess across the bypass are elevated sections of Interstates 5 and 80. This physical separation ehrninates travel betweenthe two cities by NEVsas they do not have the speed or range to travel betweenthe two caries. Yet travel betweenthe two is common,especially for householdsliving m Davis. Travel within Dawsis characterized by short, low speed trips. It is a small city of some 50,000 people It is roughly rectangular in shape and measuressome5 miles east to west and 3 miles north to south. Thepredominantactivity Iocatmnsare the contiguousuniversity campusand downtown.Streets with speed limits in excess of 30 mphare few and tend to be located around the periphery of town. Since the early 1970s, Davis has fostered bicycle use, m part througha systemof bicycle specific roadwayinfrastructure. It has been aided in this effort by th,~ Umversityof Cahfomiacampus.The central campusis closed to public motor vehicle traffic, creating an enclavefor over 30,000students, staff arid faculty in whichwalkingand cycling are the most convenientwaysto travel. This enclave is opento the local, university operatedtransit service. Sacramentoretains a distract and importantdowntown due in large part to the location of the state capitol and other government buildings. Still, the city has grownrapidly to the east and south m a series of suburbancommunitiesstitched together by four major interstate highwaysand several high speed arterial roads. Theregional transit district provides bus and hght rail service. Thelight rail system competeswith two freewaysto provide access to the downtown.Themetropolitan area contains over one million residents, whosetravel, if our small sampleis an accurate representation, is dominatedby automobilesand automobLlecentrie infrastructure. Withinthe cities and neighborhoodsthat makeup the urban area is a rich mosaic of developmentpatterns and types. Byexploring someof this variety, we uncover the 55 type:; of places NEVsearl be used, the types of travel that NEVsmight accomphsh,and the type:; of householdsthat wtll buy NEVs. Summary Evaluations of Changes in Travel due to the NEVs Wepresent summaryevaluations of the households’ use of the NEVsin this section. Because of the small samplesize, these relationships are treated as hypothesesfor further research. Neverthe less, this section provides an overviewsuitable for a discussion of the impacts of NEY’son householdtravel. Webegin with a general exploranonof the aggregate effect of the newconstraints imposedby NEVson our sample of households. The most readily ldennfied of these constramtsare the capability constraints imposedby the vehicles lmuted range and speeA. As wewilI discuss in the following secnons though, passenger capacity is an equally important constraint in somehouseholds. While speed and range mayrestrict the acnvitles of the NEVdriver, ltmited passenger seating maycreate conflicts through the couphngconstramts that exist to other householdmembers. The Impact of Authority and Coupling Constraints on Travel Muchof tiffs chapter discusses the impact of newcapability constraints imposedby NEVson householdtravel and the role of range, recharging and speed constraints in producingthe mode choices wewill discuss in the next section. Before proceeding to that discussion however,we briefly examinethe effects of authority and coupling constraints on travel by our households. As p~u’t of their travel diary, householdsrecorded whethereach trip could have been madeat a different time and howlong they had knownthey wouldbe makingthis trip. Trips were also codedto incttcate whetherthey weremadesolely to provide transportation service to another person, i.e., the driver wouldnot havemadethe trip at all if not for the needto deliver another person to an activity. By examiningthe answers to these questions, we can summarizehow the authority and coupling constraints imposedon householdsshape their travel choices. To provide an overall sense of howmuchof the travel by our samplewas subject to authority and coupling constraints, we summarizeresponses to the question whethertrips could have beentaken at another time in Figure 4.1. Two-thirdsof all trips wereeither themselves constrained to the particular time at whichthey weremade,or linked to another trip that was constrained to the time at whichit was made.Whilethis figure does not summarizeall the reasons whythese trips could not be madeanother time, it does illustrate that within our sample, mosttravel takes place under authority and couplingconstraints that require that most trips ’be madewithin small windowsof time, and that the constraints on these trtps can affect other trips madein sequencew~ththe constrained trip. 56 Figure 4.1: Cantrip be madeat another time? -500 =400 -300 -200 --100 m yes Whenwe examinethe Umefor whachpeople had knownthey would be makingspecific trips, we see that a great deai of travel wasplannedfar in advance(Table 4.1 and Figure 4.2). Fortyfour percent of all trips had been scheduledto take place for manydays. Also, there wasa relataonship betweenhowlong trips havebeen expectedand the flexibihty of their timing. Figure 4.2 Is a mosaicplot of the data on flexibihty of trip time and howlong the trip had been anticipated. Fifty-five percent of all trips that could not be madeat another tamehad been anticipated for several days. In contrast, forty-five percent of all trips that couldhavebeen madeat another time were madeat the last minute. Table 4.1: Length of Time for which Trip had been Expected to be Made How long has trip been expected? Count Probability Cumulative Probability 1 = many days 33I 0.440 0.440 2 = last night 99 0.131 0.571 3 = earlier today 113 0.150 0.721 4 = last mlr~:~e 210 0.279 1.000 To~l 753 ] 57 Figure 4.2: Flexibility of Trip Timesby Length of TimeTrip had beenExpected today, last minutt~ today, earlier [![ last night 0.5 li] days before I 0 no yes Other Time Note The horizontal axis is proporuonal to the numberof trips that could, or could not, be madeat another time. The vemcalaxis measuresthe proporuonof trips that fall into each of the four categories of trip anticipation. The columnon the nght represents the proportion of trips meach category of "Planned" across the whole sample This Is the same as the proportions in the "Probabihty" column mTable 4 1 Thus, we seee that approximatelythree-fourths of all trips could not be madeat another time and sixty percent of these had beenantacipated for several days. Authority constraints lead to routines in householdbehavior. Theseroutines are manifested by ttavel that is knownand scheduled far in advance. Theserelationships are explored fmther in Tables 4.2 and 4.3. Therelationship betweenwhethera trip could have been madeat a different time and the time for whichthe trip had been expectedis summarizedin Table 4.2. (This is the data in the mosaicplot in Figure 4.2.) It allows us to test the null hypothesis that there is no relationship betweenthe two measuresof trip flexibility. A chi-square test pertSormedon the data in Table 4.2 rejects the null hypothesis. Among trips that had been exlx;cted for manydays, the numberof trips that could not be madeat another time far exce,ded what wewouldexpect under our null hypothesis. This is statistical conf’trmation of the apparentrelationship in Figure 4.2mtripsthat are inflexible in their timing tend to be expected m advance. 58 Table 4.2: HowLong Trip Had Been Expected By Whether Tri::. Could be Madeat Another Time Trip Amlcipated Can trip be made at some other time? Observed Count Total No Yes Observed RowTotal 292 38 330 221.03 108.97 Expected Count days before last night today, earlier today, last minute 58 41 66.31 32.69 50 63 75 68 37.32 103 139.98 503 Chi-Square Test LikelihoodRatio Pearson Chi-square 137.902 128.151 106 99 113 209 69.02 248 !1 751 Prob.>ehi.square 0 00013 0 0O00 The role of authority and coupling constraints imposedby workand school is highlighted in Table 4.3. The numberof trips to different destination types is cross-tabulated by howlong the trips to those destinations had been expected. Beloweach count of observedtrips is the numberof expected trips under the null hypothesis of independence. Almosttwice as many trips to workor school had been anticipated for several days than expectedunder the null hypothesis. Further, three-fom’ths of all workand school trips had been anticipated for many days. In contrast, only 2 of 4I trips madeto dine had been expected;’-~r manydays, far fewer than the expected17.52 trips. 58 Table 4.2: How Long Trip Had Been Expected By Whether Trip Could be Madeat Another Time Trip Anticipated Can trip be made at some other time? Observed Count No Total Yes Observed RowTotal Expected Count ii days before last night today, earlier today, last minute 292 38 221.03 108.97 58 4I 66.31 32.69 50 63 75.68 37.32 103 139.98 Total CM-SquareTest LikehhoodRatio Pearson 330 99 113 106 209 69.02 11 503 Chi-square Prob.>chi-square 137 902 0.0000 128.151 0.0000 248 il 751 Therole of authority and coupling constraints imposedby workand school is highlighted in Table 4.3. Thenumberof trips to different destination types is cross-tabulated by howlong the trips to those destinations had been expected. Beloweach count of observedtrips is the numberof expected trips under the null hypothesis of independence. Almost twice as many trips to workor school had been anticipated for several days than expectedunder the null hypothesis. Further, three-fourths of all workand school trips had been anticipated for many days. In contrast, only 2 of 41 trips madeto dine had been expected f~r manydays, far fewer than file expected17.52 trips. 57 Figure 4.2: Flexibility of Tdp Timesby Length of Time Trip had beenExpected today, last minut~ 0.75 today, earlier [!l 0.5 .last night days before lil 1 0 no yes Other Time Note The horizontal axis Is proportional to the numberof trips that could, or could not, be madeat another time. The vemcalax~s measuresthe proporuonof trips that fall into each of the four categories of mp anticlpaUon. The columnon the right represents the proporuon of trips m each category of"Planned" across the whole sample. This is the same as the proportions in the "Probabflxty" columnin Table 4.1 Thus, we seee that approxtmatelythree-fourths of all trips could not be madeat another ~meand sixty percent of these had beenantac~patedfor several days. Authority constraints lead to routines in householdbehavior. Theseroutines are manifested by travel that is knownand scheduled far in advance. Theserelationships are explored further in Tables 4.2 and 4.3. The relationship betweenwhether a trip could have been madeat a different time and the time for whichthe trip had been expected is summarizedin Table 4.2. (This is the data in the mosaicplot in Figure 4.2.) It allows us to test the nttll hypothesis that there is no relationship betweenthe two measuresof trip flexibility. Achi-square test performedon the data in Table 4.2 rejects the null hypothesis. Amongtrips that had been expected for manydays, the numberof trips that could not be madeat another time far exceededwhat wewouldexpect under our null hypothesis. This is statistical comC’wmation of the apparentrelationship in Figure 4.2--h’ips that are inflexible in their timing tend to be expected in advance. 56 Figure 4.1" Can trip be madeat another time? 50O lO0 yes no Whenwe exarmnethe time for winch people had knownthey would be makingspecific trips, we see that a great deal of travel wasplanned far m advance(Table 4.1 and Figure 4.2). Fortyfour percent of all trips had been scheduledto take place for manydays. Also, there wasa relataonship betweenhowlong trips havebeen expectedand the flexibility of their tirning. Figtue 4.2 Is a mosaicplot of the data on flexibility of trip time and howlong the trip had been anticJpated. Fifty-five percent of all trips that could not be madeat another time had been anticipated for several days. In contrast, forty-five percent of alI trips that could havebeen madeat another time were madeat the last minute. Table 4.1" Length of Time for which Trip had been Expected to be Made Probability Cumulative How long has trip Count Probability been expected? 1 = many days 331 0.440 0.440 2 = last night 99 0.131 0.571 3 = earlier today 4 = last " ~ ’~ 113 0.150 0.721 210 0.279 1.000 Total 753 [ 55 types of places NEVscan be used, the types of travel that NEVsrntght accomplish,and the types of households that will buy NEVs. Summary Evaluations of Changes in Travel due to the NEVs Wepresent sun’u’nary evaluations of the households’ use of the NEVsin this section. Because of the small sarnple size, these relationships are treated as hypothesesfor further research. Neverthe less, this secdon provides an overviewsuitable for a discussion of the impacts of NEVson householdtravel Webegin with a general exploration of the aggregate effect of the newconstraints imposedby NEVson our sample of households. The most readily identified of these constraints are the capability constraints imposedby the vehicles limited range and speed. As wewill discuss in the following sections though, passenger capacity is an equally important constraint in somehouseholds. Whilespeed and range mayrestrict the activities of the NEVdriver, limited passenger seating maycreate conflicts through the coupling constraints that exist to other householdmembers. The Impact of Authority and Coupling Constraints on Trave| Muchof this chapter discusses the impact of newcapability constraints imposedby NEVson householdtravel and the role of range, rechargSngand speed constraints in producingthe mode choices we will discuss in the next section. Before proceeding to that discussion however,we briefly examinethe effects of authority and coupling constraints on travel by our households. As part of their travel diary, householdsrecorded whethereach trip could have been madeat a different time and howlong they had knownthey wouldbe makingthis trip. Trips were also codedto indicate whetherthey were madesolely to provide transportation service to another person, i.e., the driver wouldnot havemadethe trip at all if not for the needto deliver another person to an activity. By examiningthe answers to these questions, we can summarizehow the authority and coupling constraints imposedon householdsshar~e their travel choices. To provide an overall sense of howmuchof the travel by our sample wassubject to authority and coupling constraints, we summarizeresponses to the question whether trips could have been taken at another time in Figure 4.1. Two-thirdsof all trips were either themselves constrained to the particular time at whichthey weremade,or linked to another trip that was constrained to the time at whichit wasmade.Whilethis figure does not summarizeall the reasons whythese trips could not be madeanother time, it does illustrate that within our san~le, mosttravel takes place under authority and coupling constraints that require that most tnps be madewithin small windowsof time, and that the constraints on these trips can affect other trips madein sequencewith the constrained trip. 54 and travel characteristics identified in this phase often determinedwhetherthe NEVwould be considered for purchase. Last, a short series of open-ended"debriefing" questions concludedthe interview. Theseincluded questions about the impact of the diary process on the householdstravel and subsequent responses in the interview. The Study Settings: Davis and Sacramento DavisandSacramento offer distinct settings for testing householdresponseto NEVs.Both clties are located near each other in California’s Central Valley. Theyshare mild winters, hot summersand flat terrain. However,Davis is separated from the western edge of the Sacramentoconurbation by the Yolo By-pass, a permanentagricultural preserve and flood plain for the SacramentoRiver. The only roads that provide year-round access across the bypass are elevated sections of Interstates 5 and 80. This physical separation eliminates travel betweenthe two cities by NEVsas they do not have the speed or range to travel betweenthe two cities. Yet travel betweenthe two is common,especially for householdsliving in Davis. Travel within Davisis characterized by short, lowspeed trips. It is a small city of some 50,000 people. It is roughly rectangular in shape and measuressome5 miles east to west and 3 miles north to south. Thepredominantactivity locataons are the contiguousuniversity campusand downtown.Streets with speed limits in excess of 30 mphare few and tend to be located around the periphery of town. Since the early 1970s, Davis has fostered bicycle use, in part through a systemof bicycle specific roadwayinfrastructure. It has been aided in this effort by th,: University of California campus.Thecentral campusis dosed to public motorvehicle traffic, creating an enclave for over 30,000students, staff and faculty in whichwalkingand cycling are the most convenientwaysto travel. This enclave is opento the local, university operated transit service. Sacr~anentoretains a distinct and importantdowntown due in large part to the location of the state capitol and other government buildings. Still, the city has grownrapidly to the east and south in a series of suburbancommunitiesstitched together by four major interstate highwaysand several high speed arterial roads. Theregional transit district provides bus and light rail service. Thelight rail systemcompeteswith two freewaysto provide access to the downtown.The metropolitan area contains over one million residents, whosetravel, if our small sampleis an accurate representation, is dominatedby automobilesand automobilecentric infrastructure. Withinthe cities and neighborhoodsthat makeup the urban area is a rich mosaic of developmentpatterns and types. By exploring someof this variety, we uncover the 53 stopover en route to point C. Thus, traveling from hometo the post office and from the post office to workwasconsidered to be two trips and required the use of two mapsin the diary. Thespecific route for each trip was highlighted on the mapwith a fluorescent pen Wehave travel records for the licensed drivers in each household. Travel by other household members only appearsin our data if it affects the use of the household’svehicles or the travel of one of the hcenseddrivers. For example,raps to school by children do not appear m our data if they traveled by themselvesby wallang or biking, but those raps do appear in our data set if the children were chauffeuredto school by one of the diary keepers. The Interview Participants were interviewed within two weeksof the NEV~al week(usually within one week). Beforethe interview, all travel in the household’sdiaries were transferred to a single, large, corn tmsite map.The trips were color-coded according to the modeof travel. Routes were drawn with lines weighted to showfrequency of travel along them. The composite mapserves two purposes. Ftrst, it is an aide-memoirefor householdsto discuss the details of the chary week. Second,the mapserves as the basis for the householdto assess likely hypothetical changesin travel due to hypothesizedchangesin characteristics of the NEV,the household’svehicle fleet, and the household’sactivities. Thenote-taking forms for the interview are included in AppendixE. Briefly, each intervmwmovedthrough four main parts: An orientation in which themapwasexplained to thehousehold andthe household’s travel wasreviewed. Thisincluded an assessment of how rcprcsentatNe thediary weekwasofthehousehold’s activities. Travel that maybc regular, butnotweekly, e.g., vacation, holiday orweekend travel, wasdiscussed. Occasional useoftravel modesnotrepresented in thediary wereidentified. An account of thehouschold’s lastcarpurchase andgasoline refaelmg behavior wereincluded in thissection too. Thesecond partexplored howthehousehold usedtheNEVandhowthe NEVdidor didnotmeettravel needs. HowtheNEVchanged thehouseholds travel, whichtripsweremadein theNEV,whatmodewouldhavebeenused if nottheN-EV, whether theNEVcaused anychanges in route choice, trip timing orother tripcharacteristics werealldiscussed. Thehousehold was asked to identify specific trips andlocations ontheir composite mapto illustrate each point. Third, a NEVpurchase decision wasdiscussed withthehousehold. At this point a defining orlimiting attribute oftheNEVorthehousehold’s travel wasoften identified. Householdswere asked to identify the specific activities that were excluded by the NEV,that is, were outside the NEVspace. For example,it wasnot enoughfor the householdto tell us the vehicle did not have adequate space for passengers. Theyneeded to identify specific activities or sequencesof acuvities that required adchtional room.Thevehicle 52 are not representative of the wholepopulation of those areas. In particular, householdswho live in the sameneighborhoodsas our participants, but do not makeworktrips to the UCDavis campusor the UCDMedical Center, will have very different activity spaces. The extension of the results from these 15 case studies to other householdsand other regions will be qualitative Theseextensions will point to the existence of market segmentsbased on generalizable ch~acteristics of households, vehicles and urban infrastructure. However,these extensions musl be regarded as hypotheses to be evaluated elsewhere. Someof them are tested in the followingchapter that reports the results of our statewide survey. Participant Responsibilities Hou,,;eholdsselected to participate in the test drives weregiven either a KewetEI-Jet or a CityCornCity-El to drive for a week. In addition, all participants signed wmversof responsibility indicating that they understoodthe limits of the vehicles. Participants completeddiaries of all daily trips (both in the electric vehicle and by other modes---car,bus, bike, etc.) for all drivers in the participant’s household. A two hour interview was conducted with the household during the weekfollowingthe test drive. The Travel Diaries Eachdriver in the household received a map-basedtravel diary]. Each mapincluded a small table to record trip beginningand end times, travel mode,EVrecharging information and other trip information. Davisparticipants received diaries with mapsof the entire city of Davis. Mapswere custom made for households in Sacramento. Their maps included the household’s most-frequently visited destinations such as home,work, shops and stores, religious sites, homesof family and friends, etc. The need for custommapsin Sacramentoarose from the larger size of the city and the need to keep the mapslegible. Mapswere reproducedsuch that individual street namescould be read. Par’dcipants were instructed to keep a record of every tr/p he or she madeduring the week. A trip wasdefined as leaving point A and arriving at point B, evenif point B wasonly a brief 1 In a~ activity diary respondentsrecord all activities, in a travel diary they only record activities that require a changeof location. There is someevidence that activity diaries describe travel moreaccurately than do travel diarie~, apparently because people moreaccurately reeaU what they have done than where they have been (Jones et al, 1983). However,we chose a travel diary format for two reasons. F~rst, since travel diaries require recording fewer activiues, the burden on respondents is reduced. Our travel dmry~s more complexthan most because we ask respondentsto drawtheir travel routes on mapsin addition to recording the usual details of trip purpose, travel mode,trip time and distance, etc. Second, we knewwe wouldhave the opportunity to recover forgolten trips dunngthe household interview. 51 All households had at least one memberwhowas an employeeof the Umversityof California at Davis (UCD)or the UCDMedical Center (UCDMC).The UCempIoyee and their spouse and children (if they held a driver’s license) were permitted to drive the NEVs.This selection criterion was required by the University for liability purposes° While all UCDand UCDMC employeeswere eligible to take part in the study, participants were not randomlyselected. Namesfor potential Davisarea participants were collected from interested parties at the Whole Earth Festival in May1993 on the UCDcampus. Namesfor potential Sacramentoarea participants were obtained through surveys distributed at the MedicalCenter. Recruitment forms for both groups asked for information on vehicle and homeownersbap, homelocation, basic daffy travel patterns and envtronmentalattitudes. Potential participants were selected basedon 1) residential location, 2) ownershipof at least one workingautomobile,3) availability of a logical place to charge the NEVat their place of residence, and 4) the presence of a second car or second driver in the household. Potential participants were telephonedin the order of their priority and selected based on willingness to completethe travel diaries and interviews. Participants were asked specifically if they would like to drive the City-E1 or the Kewet. Thirteen households chose to drive the Kewet. Two factors contributed to this overwhelmingpreference. First, manyhouseholds madeperemptory judgmentsthat the City-El wastoo small or too slow to be attractive. Second, the City-E1 was not available for the entire study period. Limits on the study conclusions given the recruiting process Thehighly selective nature and small size of our samplehave several implications for the appropriate inferences that maybe drawnfrom this study. Self-selection and samplesize are concerns if we wish to makegeneralizations about somepopulation from which our sample is drawn, i.e., if we wishedto makeNEVmarket size estimates based on this study. It is not our intention to makeany such estimates based on these trials alone. Of muchgreater concern is the requirement that at least one household memberbe an employee of the Universityof California and the effect of this requirementon the variety of travel that we are able (or unable) to observe. All our householdshave one memberwhosetravel dominatedby travel to the UCcampusin Davis or to the UCDMedical Center in Sacramento. In Sacramento,one of our primaryselection criteria wasthat the householdhad to live close enoughto the Medical Center that travel betweenhomeand the Medical center in the NEVwas at least a possibility. All householdsin Davissatisfy this criterion with respect to the campus. Thusthe nature of the households’activities and their locations within each of the study areas 59 Table 4.3: THpDestination by HowLong Trip Had Been Expected Trip anticipated for !how long? Destination Observed Count Dining Expected Count Personal Shopping Social Business days before 2 earlier today last rainute Recreation 8 39 School 45.29 54.69 4 16 14 15 12 5.60 15.28 14.47 17.47 7 17 17 13 6.15 16.79 15.89 19.19 11.74 4, Test Chl-square Lzkehho<~ Ratao 1I3.049 Pearson I052"73 8.19 13 8.99 28 25 35 12 32.07 17.18 30.35 36.65 ,,2 Observed !RowTotal 191 91 25.64 28 [ or Work or 47.86 17.52 last night 51 Total 61 67 128 ir 60 106 ,28il.7 Prob.>chi-square 0.0000 0 0000 Serve Passenger Trips--a Coupling Constraint "Serve passenger" trips are trips madeby one person solely to provide transportation services for another person. Thesetrips mostoften arise out of householdresponsibilities that are a form of coupling constraint. For example, adult household memberswho, on their wayto work, deliver children to school or daycare, are makinga serve passenger trip---they wouldnot be &ivingto the school or daycare center unless they wereprovidinga ride for the children. Theeffects of these coupling constraints are summarizedin Tables 4.4 and 4.5. MoslL"serve passenger"trips are subject to rigid time constraints. Table 4.4 cross-tabulates whelhera particular trip wasa "serve passenger"trip by whetherthe trip could have been madeat another time. Atotal of 14I "serve passenger" trips were made.Of these, 128 trips couh:l not have been madeat another Ume;only 94 are expected under the null hypothesis of inde]~ndence.Thirteen of the "serve passenger" trips could have been madeat another time; 60 47 wouldbe expected. Thechi-square test on this data is sigmficant. Whencoupling constraints result in one householdmemberproviding transportatmnservices to others, the transportation provider becomessubject to the authority and couplingconstraints of the traveldependent person. Table 4.4: Serve Passenger Trips by Whether Trip Could Be MadeAnother Time Serve Passenger: Could trip be made at another time? Total: No Observed Count Yes Observed RowTotal Expected No 387 244 420.94 210.06 128 Yes 94.06 Test Llkehhood Pearson II 515 Rauo Chi-square 53.512 45.005 13 631 141 46.94 257 II 772 Prob.>chi-square 0 0000 0 0000 Data on whethera trip wasa serve passenger trip and howlong the trip had been expected to be madeare cross-tabulated in Table 4.5. Thechi-square test on these data rejects the null hypothesis of independence.Rather, serve passenger trips tend to be expectedwell in advance. Thecouplingconstraints that result in serve passengertrips tend to produceroutines in whichthose trips are anticipated for severn days. 61 Table 4.5: Serve Passenger Trips by HowLon9 Trip has been Expected Serve Passenger: Howlong as trip been expected? Total: Observed Count Many Last Early Last Observed Expected Days Night Today Minute RowTotal 256 81 100 186 273.43 81.05 94.15 174.37 78 18 15 27 60.57 17.95 20.85 38.63 No Ycs Total 334 Chi-Sqttare Test Llkehhood RaUo Pearson T~ravel Chl-square 12.584 12 410 99 115 213 623 138 il 761 Prob.>ehi-square 0.0056 0.0061 by NEVs and other Modes Here’we explorethe impactof the NEVs’capability constraintson the households’ ablhty to access desired activities. Weexaminethe total amountof travel by our sampleand howttus travel wasapportioned to different travel modes.In this way, we begin to assess households’ abihties to form NEVspaces. Trips and Miles Traveled in the NEVs As expected based on their limited speed and range, NEVsreplaced a greater proportion of trips than of miles in almost every household. Across all households, the Kewetand City-El accountedfor an average of 19%of the total distance householdstraveled during their diary week, yet they were driven, on average, for 41%of all trips. The percentage of household trips for which a NEVsubstituted ranged from a low of 10%to a high of 72%.The percentage of miles for which a NEVsubstituted ranged from a low of 6%to a high of 43%.The number of miles traveled by a householdin a NEVduring its chary weekranged from a low of 12 miles to a high of 106oAs we expect, there is a moderatelystrong statistical correlation betweenthe numberof trips and the numberof miles. However,there is no such associatton betweenthe propomonof trips and the proportion of miles. That is, the households movethrough such different activity spaces, that the subsutution of a NEVfor a given proportion of trips does not lead to a predictable proportion of miles the NEVtravels. 64 chfference mthe proportion of travel assigned to different modesis within the effect of NEVs on bicycle use. Since there are no bike trips in Sacramento,the NEVreplaced no bike trips, but in Davis, 48 of the 242 (20%)of the NEVtrips replaced bike trips Table 4.7: Travel Modefor which the NEVSubstituted by City City Mode for which the NEV Substituted Observed Count Davis Sacramento Total ICEV 151 93 244 NEV 34 26 60 Bicycle 48 0 48 Walk 9 7 16 Total 242 126 1t 368 Note ICEV1and ICEV2combined into a single category Table 4.8 shows the near complete dominanceof automobiles in Sacramento. This dominance demonstratesitself both in the higher proportion of travel accomplishedin motorvehicles and the hrnited numberof different travel modesused by households in Sacramento.Evenwith the NEV,householdsm Sacramentorelied on their owngasoline cars for 61%of their trips, while households in Davis used their ownmotor vehicles for only 28%of trips. While Davis residents used a total of 7 different modes,Sacramentoresidents used only 3. The modesthat were used in Davis, but not in Sacramento,were used relatively infrequently comparedto motor vehicles. However,coUectlvely they accounted for 18%of trips madeby our Davis households. 65 Table 4.8: Total Travel ModeFrequencies by C ~’ Davis Mode Count Probability Sacramento Cumulative Probability Count Probability Cumulative Probability ICEV 1 114 0.24 0.24 174 0.49 0.49 ICEV 2 18 0.04 0.28 42 0.12 0.61 NEV 240 0.51 0.79 124 0.35 0.97 Bicycle 67 0.14 0.93 0 0.00 0.97 Carpool 12 0.03 0.96 0 0.00 0.97 Other 2 0.00 0.96 0 0 00 0.97 Tran.sit 3 0.01 0.97 0 0.00 0.97 16 0.03 1.00 I2 0.03 1.00 Walk Total [1472 Note Cumulauve probabdmes maynot sumdue to rounding 352 Ultimately, these differences in modechoices represent differences in travel networksand land use. Awider variety of modesare used m Davls because the travel networksand land use are moreamenableto non-motorizedtravel. Recall though our caveat about the effect of using only UCemployeesan the study. Especially m Davxs, we have selected households with at least one memberwhotravels daily to the UCcampus.Thecampusis the central hub of the town’stransit system and IS specifically designedto encouragebicycle and pedestrian access, while excluding automobiles. With this reminder, we note that the NEVswere used for 51% of alJ, trips in Davxs.In contrast, in Sacramentothe NEVswereused for 35%of all trips. Household Response to the NEVs: Overall Impressions For the most part, impressions of the NEVswere remarkablyconsistent across households and betweenthe two cities. Virtually all the householdsfound the NEVsto be quiet, easy to handle and park, and enjoyed knowingthat driving a NEVwasless polluting than driving their car. Charging the vehicles at homewas an easy task and a conveniencefor most households. Most participants felt the NEVshave tremendouspotential, but that at the state of development represented by the Kewetand Cxty-Comvehicles, NEVswere inadequate to provide for many dally needs. Someconcernshad to do with vebacle attributes that householdsalready consider 66 m their vehicle purchases: body style vehicle stz ~ and r ~mpacton safety and payload. Other concerns had to do with newattribgk -- short, .’rag range, low top speed, and home recharging. The weektrial allowed the householdto begin to learn what these newattributes maymeanto their vehicle purchase decisions. Our respondents expressed several reservations regarding the NEVsthey drove. Safety was a concern Poor acceleration and slow top speeds madeparticipants feel unsafe in fast moving traffic. In a few households, the short range and long recharging time combinedto hmit travel mthe vehicle. Several participants noted that during their trial weekthey tended not to combine trips in the NEVsout of fear of running out of charge. Finally, virtually all householdswith children felt that the passengerroommboth vehicles wasinadequatefor their family. This excerpt from the notes of the interview with AC(a householdmadeup of a single adult, whoowns one car) summarizescommonresponses to two of the capablhty constraints (speed madrange) imposed by the NEV: "ACthought the Kewetwas fun, but overall she found it was not very useful for her daily travel. Oneround trip between homeand workexhausted the NEV’s range. If she took it to work, she couldn’t makeany additional work-related or personal trips that day without returning hometo get her gasoline car. She did not look for a place to recharge the vehicle at workto extendthe vetucles daily range. In addition, she makesregular, weeklytrips to visit family that require longer range. The driving range constraint required too muchadvancedplanning for her lifestyle. "’The slow speed of the vehicle forced her to take a new, non-freewayroute to work. Sheoften felt that she washolding up traffic, that other drivers were impatient with her and that she mightget hit. "Onthe positive side, ACliked the fact that the Kewetwasnon-polluting and quiet. She felt she wouldneed 50 miles of range and 40 mphtop speed for her to consider buyingit. Eventhen, it could not be her only vehicle." The interview with ACalso highlighted social processes in the early market for NEVs.Her week-longtrial was a neighborhoodevent. Onseveral evenings she was questioned at length by her neighbors about the vehicle and she gave children from the neighborhoodshort rides around the block, too. ACwas not able to create a NEVspace because of the range and speed constraints imposedby the NE¥. The round trip distance betweenher homeand workwas at the limit of the NEVs driving range. Thus the NEVwould have to be a commuteonly vehicle; her workplace would be the only destination in her routine (weekday)activity space° Conversely,if she did not commuteto workin the NEV,then her usual after-work destinations could be m her NEV 67 space, but only if she returned homefirst to switch vehicles. In the following section we explore howhouseholds constructed, or failed to construct, a NEVspace. Wealso explore howa NrEVmight be incorporated into the households’ vetucle holdings. Changes in Household’s Activity Space Theprevious section examinedchangesin travel across the whole sampleof households to highlight aggregate changesin travel. Wesaw that the NEVsreplaced a higher proportion of trips than of miles. Wedeterminedthat acttvities that imposestrict schedulingrequirements throughauthority and couphngconstraints result in travel that tends to be inflexible in its timing and regular in its occurrence. In tins sectton, wetreat the householdsmoreas single entities. Weuse themas case studies to dlustrate the extstence of modespecific activity sub-spaces, to discuss the variety of adaptivestrategies to driving range, to highlight the interaction between travet modechoice, infrastructure and land use, and to explore howthese householdsmight incorporate a NEVinto their vehicle holdings. Mode Defined Activity Sub-Spaces In D~Lvis,wefind evidenceof activity sub-spacesaccessed by different travel modes.In Sacramento, we do not find these sub-spaces. Our small sample of Sacramentohouseholds uniformlyand regularly accesses virtually all out-of-homeactivities by automobile. Thus, the Iunds of trips the NEVwasused for, and the modesof travel that it replaced, differed systematically betweenthe two locations as wesaw in Table 4.8. Mostparticipants in Sacramentorarely left homeby any meansother than their cars. Theydid not have modedefined activity sub-spaces; their activity spaces werealmost entirely accessedby private passenger cars. In contrast, someof our samplehouseholdsin Davis used bikes extensively. Thesehouseholdsconsistently access a distinct set of activities by bicycle than they access by car. "[’heir bicycle and automobileactivity spaces have regular and well-def’med(if sometimes overlapping) boundaries. The existence of mode-definedactivity sub-spaces does appear to be an organizing principle for travel in someDavis households. Trave,1 in Sacramento was dominated by a single mode--the automobile. Only one UCDMC participant walkedregularly (to work)and no one biked regularly (to travel to someactivity as an activity itself). Public transit wasperceivedas being directed towardlocations outside the hcmseholds’activity spaces and as maposingtoo strict scheduling constraints. This was especially true regarding trips to workplaces.Transit wasrarely used by any participant, even whenavailable near homeor work. Specific problemsincluded redirect routes and multiple 68 transfers required to get to workand transit schedules ~a~ did not meet workschedules. The NEValmost exclusively replaced automobile trips in Sat qento. Residents in Davis were morelikely than those :n Sacramentoto already have mode-defined activity sub-spaces. Bicycles provide access to work~~’e University campus),grocery and other shopping, especially to the university campusand downtown.Trips to run errands during the day before returning homewere madeon foot or bike, if bike was the modetaken to work. Cars and bikes were used for local trips, but only cars were used for out-of-town travel. In addition, manyDavis householdsnoted they had altered their hfestyle to reduce the numberof local automobiletrips and had consciously chosen to cycle as muchas possible. E and Gmadea consciousdecision to sell three of their four cars and remaina one car household. J and K noted that if they expected their son to get aroundtown on his bike, they had to be willing to do the same. Public transportation wasrarely used by any of the Davis participants, although one household had a memberwhocarpooled to workha Sacramento. Therefore, in Davis, the NEVreplaced both bike and car trips. Thesetrips included trips to UCD,downtown,someshopping, the post office, bank and other local activitaes. Trips out of town, trips within townthat required travel on high speed streets (speed hrmts in excess of 35 mph), and trips with more than one passenger could not be madein the NEVs. The NEVmost often replaced bike trips whenthe main reason for tiding a bike was environmental, not convenience. Participants perceived that the NEVsprowded"guilt-free" driving, an opportunity to take a "car" without worryingabout polluting the environment.If the bike wasused for a specific trip because it wasmoreconvenientthan a car, households speculated that bikes would be chosen over NEVst~ven if the NEVwas a permanent part of their repertoire of travel tools. For example,the UCDcampusdoes not allow motorvehicle traffic in the campuscore. For UCDemployeeswholive in Davis and workin the campus core, travel to workby bicycle is generally faster than by car and parking is easier and much less expensive(free for a bike). Underthese conditions, the NEVis unlikely to be substituted for their bike. Several subjects noted that the Kewetfelt like a cross betweena bike and a car: it had larger cargo area and protection from the elementslike a car, but the slower speed and perceived vulnerab,.::ry of a bike. J and Kfelt the City-E1wasso small so vulnerable and so limited in storage space that they simplystopped driving it by the end of their trial week. Theypreferred to ride their bikes alongoff-road paths and quiet streets. 69 Thespecific existence of a "bicycle acuvity space" does indicate that householdswill create actrcxty sub-spacesdistinguished by travel modes,but does not itself appear to be posmvely associated with desire to buy a NEV.The NEVmust sufficiently distinguish itself from a bicycle to trigger a purchaseintentaon. In several householdsthis meansthe vehicle must be sufficiently larger and faster than a bicycle, while remainingsufficiently less expensivethan an automobile. For manyof our Davis households, a velucle must have the requisite performance to reach nearbytownsbefore it is sufficiently distinguished froma bicycle to be senously considered for purchase. This performancelevel is well beyondthe NEVexamplesthat these householdsdrove. This echoes the response of the Davis residents whotook part in the rideand-driveclinic, as reported in the previouschapter. NEV Space and the Routine Activity Space Capabihtyconstraints (vehicle range, speed and payload), as well as coupling and authority constraants, deternunedthe boundaries of the NEVspace and the overlap of this space with other modesub-spaces. Weidentify four types of aclavitles important to mode-definedactivity sub-spaces: 1) 2) 3) 4) Activities Activities Activities Activities that define the boundariesof each modedefined sub-space; within the sub-space; outside the sub-space;and that belong to morethan one mode-definedsub-space. TheacUvIties at the boundariesbetweensub-spaces highlight important constraints. The other threx,’ types of actlvities determinethe value a householdmightplace on the travel modethat defines the space. Theydeterminethe activities to whicheach modeallows access, those activities to whichanother modemustbe taken (or the activity rescheduledor forgone), and whethereach modeclearly differentiates itself from other modes. Almostevery person in Davis whodrove the Kewetindicated the entire town was accessible to themin that vehicle, but any activity location outside townwasnot accessible becauseof the capabihty constraints imposedby the NEVsdriving range and top speed. Parts of town to which they chd not travel in the Kewetwere seldomvisited by any mode.The question remains, to what extent do the boundaries of Davis, which formedthe boundaryof the objective spatzal structure that can be accessed in a NEV,coincide with the boundariesof the household’s routine activity space? That is, we expect the bomadaryof the NEVspace of Davisresidents to be no larger than the city limits. Whatwemust determineis: 70 the importanceof trips beyondthe town’s boundaryto the hfestyle choices of the households; whetherthey construct a set of travel tools that includes a NEV;and howthey differentiate the use of NEVs,cars, and bikes within the townlimits Our sample of householdsin Davls contains somehouseholds that leave Davis less than weeklyand others that travel beyondthe city hrmts daily. However,this simple distanction alone does not determine which households construct a useful NEVspacefrom those that do not. Thefrequencyof such raps, the usual travel mode,the activity for whichthe trip was being madeand the household’svehicle holdings all contributed to whethera vehicle that was hrnited to in-town travel alone wouldbe seriously considered. Withinthe spatial boundariesof their routine activity space, almost every householddiscovered acfiviues for whichsomecapability constraint other than driving range eliminated some activities from their NEVspace. The hmifing constraant was almost always the passenger or payload capacity. Serve passenger raps to chauffeur children or other family members,trips that linked chauffeuring and shopping, and trips to haul bulky items could not be madein the NEVs.In multi-car households, another vehicle was available to makethese trips and the possibihty erasts a NEVcould displace one of the vehicles in the households’current holdings. In households whoownone car, the NEVwould have to be an additional vehtcle. Of the activities within Davis to whichthe NEVdid provide access, it competedwith cars and bikes. Distinguishing the NEVfrom these two modeswas often difficult for households, and even after a week, most were still weighingthe tradeoffs. TheNEVoffered a travel modethat somehouseholds described as "guilt free" comparedto driving their car. But the NEVwas also perceived as less safe than automobilesby almost aUthe drivers in Davis. Safety concerns were expressed both with vehicle size and acceleration capability. Compared to a bike, the NEVwas morecomfortable and could carry larger loads, but only inclement weather rendered the NEVsuperior to a bicycle for manyhouseholds. Bicycles were often more convenient because NEVswere subject to the samerestrictions as cars, especially on parking. Bicycles were certainly perceived as less expensive. There wasno consensusperceptton of the relative safety of the NEVsand bikes. Somepeople felt muchsafer in the NEV,others felt safer on their bikes. The important distinctaon betweenin-town and out-of-town trips and the inability of NEVsto access out-of-town trips meant three households in Davis would not nowbuy a NEV.Twoof the three speculated that as children cameof driving age, a NEVmightbe the vehicle they 71 wouldadd to their vehicle holdings to accommodateincreased demandfor a ve~cle One household speculated that if NEVswere offered as compactpickup trucks, they might buy one. However,since this wouldbe a vehicle for hauhngmaterials for home,garden and art projects, the possibility existed that the locations of the supplies mightbe outside the range and speed capability of a NEV.The householdthat drove the Qty-E1was simply unable to construct a meaningfulNEV-space.Theyconcluded a bicycle was a superior travel modefor virtually any trip for whichthey mightuse this particular NEV. Twoof the households constructed "large" NEVspaces. They accessed manyacUvities on a daily basis in the NEVs,and these activities includeda substanUalportion of all activities in which the households engaged. In both cases, most activities accessed by the NEVhad prewously been accessed by automobile. In one household, the NEVwould be an additional vehicle. In the other, the NEVwouldexactly replace the travel of an ICEValready assigned only to in-town trips. Respondentsin Sacramentocould not access the entire objective spatial structure of the conurbation in wtuch they hve (the enttre metropolitan Sacramentoarea) in a NEV.The dastinction betweenin-townor out-of-towntrips did not determinethe practical limits of the NEVspace as it dad in Davis. Rather the interplay betweenvebacle performancecapabiliUes and roadwayinfrastructure define the ILrrtits of households’NEV-spacesin Sacramento.In tlus ~etting, coupling or authority constraints (most commonly associated with trips to work and ,,;erve passengertrips, but also somesocial and recreaUontrips) played a moreimportant role m determining the boundaries of the NEVspace. WbiJechangesto roadwayinfrastructure and laud use patterns in Davis might enhancethe operating environmentfor NEVs,the existing conditions are not prohibitive to NEVs.In cont~ast, so muchof the existing infrastructure and land use in Sacramentois not amenableto NEVsthat changesto someelements of the objective spatial structure maybe necessary to makeNEVsattractive to manyhouseholds. In the absence of these changes, NEVsmayhave to be selectively marketedm specific neighborhoods.Wecould always build bigger, faster NEVs,but at somepoint the vehicle ceases to be a neighborhoodvehicle. Weexplore the imp~tct of roadwayinfrastructure and land use on NEVtravel in the foUowingsections. Changing Routes to Activities Theinability of NEVs to travel on freeways,urbanexpressways andother high speedroads required several participants to search for altematweroutes to activities that wereotherwise within the driving range of the NEV.Whetheran acceptable alternatxve could be found was 72 crucial to households’ abihty to create z, EV-space.Finding such routes was typically more difficult m Sacramentothan in Daws. In an attempt to deal with the NEV’sspeed hrmtat~ons, manySacramentoparticipants altered their regular routes, leaving the freewayto drive on surface streets. For example,CLhad to drive a very different route to UCDMC from her North Sacramentohometo find a safe bridge to cross the AmericanRaver. Her usual commuteroute wasalmost entirely along Interstates 5 and 80. She madean active search for a new NEV-routeto UCDMC. Tins involved extenswe driving through the grid-like networkof low speed downtown streets to access one of the two bridges across the A.rnencanRiver on whichthe NEVcould be driven. Anyof these alternative routes addedtime, but little &stance,to her commute trip. In addition to searching for entirely newroutes, householdsswitchedto alternate routes that were already used occasionally. YCoften commutesto work on surface streets, but commutes homeon the freewaybecause it takes her past one of her usual grocery stores. In the Kewet, she commutedboth to and from workon her usual surface street route. Thus she changedher route homefrom workand to the grocery store to a route she sometimesused anyway. Land Use and Infrastructure Limits on Route Ghoiee A household’sability to find an alternative route washeavily influenced by the types of roads available and the speed and acceleration capabilities of the NEV.In Sacramentoin particular, wesee the effects of existing urban infrastructure on households’ability to create a useful NEV space. Somehouseholds were located in residenlaal enclaves surrounded by high-speed roads. Thehigh-speedstreets served as barriers to access to all but a limited numberof activities. Eventhe larger, higher speed EI-Jet (as comparedto the City-El) was not a comfortable vehicle for manyhouseholdsto use. Unfortunately, these land use and transportation infrastructure patterns are typical of the majority of the suburbancommunitaes surrounding downtownand madtownSacramento. Indeed, this land use pattern is typical of suburbs throughoutCalifornia and the nation. Household15 lives in a suburb typical of these residential enclaves surroundedby high-speed roads. Virtually all retail and commercialacttvity near this neighborhoodcan only be accessed by entrances from these As. Within this land use pattern, this household was almost completely unable to cot -’act a meaningfulNEVspacewith the City-El. To access almost any activity, they had to travel on at least one of these high-speedstreets. After a few ext)erimentaltrips, the City-E1waslargely relegated to visitang garagesales and other trips w~tbanthe neighborhood.Its one substantive use was for the workcommuteof the female 73 head of household, but as ttus trip is usually madeby walkangor carpooling, using the NEV for this trip wasnot viewedas a use that wouldtrigger a NEVpurchase. Household15 faced patterns of land use and roadwayshostile to NEVs,but such ublqultous patterns were not required for barriers to exast to NEVuse. Asingle roadwayor geographic feature can represent a sufficient barrier to a householdcreating a useful NEV-space.Wesaw examples of this in Davis and Sacramento. To access the university campusand downtown Davis, residents of west Davis must cross State Highway113, to access the Me&calCenter and downtownSacramento, residents of north Sacramentomust cross the AmericanRiver. In both cases, only a limited numberof options are avadable to makethe crossing. The City-E1 was judged to be a poor replacementfor a bicycle in one west Davis householdbecause the choice of routes across Highway113 dictated that the City-E1 be driven on a busy street with several traffic signals, whereasa bicycle allowedaccess to the rest of townby wayof quiet, residential streets and a pedestrian and bicycle over-crossing of the highway.S~milarly, the AmericanRiver represents a linear element of the objective spanal structure of Sacramento across whichtraffic flow is restricted to a few bridges. As discussed above, this affected CL’s ability to access UCDMC from her homenorth of the river. Of the householdsin the two cities, Dawsresidents were morelikely to feel the NEVcould accon~amodate mostof then" daily travel. Thecity is small and relatively compact,there is easy access to mostlocations within the city, it has manyof low speed streets, and alternative transportatton options, such as biking, are readily available. In contrast, Sacramento~s much larger, has manybusy, high speed streets, and it is moredifficult to use alternative formsof transportataon unless your destination is downtown.In addition, manyof the lower speed roads ,are intentaonaUydesignednot to connectdifferent actavity locations themselves,but rather to be collector streets for majorroads that connectactivity locations. Household Response to a Distance Budget Withalthe oneweektrials, wedid not expectto observe"stable" adaptationsto distance budgets. Householdsdid not always explore the full extent of the NEV’srange (though one driver did run out of charge two blocks before reaching homeand two others drove the Kewet far enoughthat it switched into its reduced performance"limp home"mode). Weexpect that in the lorlg run, the actual NEVspace that these householdscreate will be different fromthose in the on,e-weektrials. Therefore, we do not analyze the extent of those spaces per se, so much as we,examinethe adaptive strategies used to create those activity sub-spaces. 74 Ashort driving range impc-s a chstancc -~udget on householdtravel choices. Just as different householdshavechfferent ~, ~ .racial budgets and time schedules, householdswill havedifferent responses to this newbudget. An lmpo~nttradeoff between whether to drive the NEVor a car centered around driving range and the amountof pre-trip planning reqmredto adapt to this newcapability constraint. Adaptationsto the distance budget included pre-planning the day to decide which driver (if any) wouldtake the NEV,switching vehicles betweendrivers during the day, plannedchangesin trip linkages, unplannedinterruptaons of trip linkages and daytime recharging. Becauseof the short range of the vehicles and the long chargingtime, travel had to be planned in advance. With no place to recharge besides home(and occasionally work), last minute changesm plans required greater attention to whetherthe NEVwas sufficiently charged than wouldbe paid to whetherthe car had enoughgasoline. Alongwith planning individual trips, daily travel plans had to be madeconservatively; attemptingtoo manytrips or trips of too great a length might meanbeing stranded. The decislon as to whichperson woulddrive the NEVwasbased on the expected activitaes for each person that day, moderatedby any underlying propensity for unexpecteddaily variation, e.g., last minutetrips. Typically, multi-driver, multi-vehicle householdsdecided at the beginning of the day whowould drive the NEVthat day. In household 8, LKand DAboth had travel that on any given day could be accomplishedin the Kewet. DAis self-employed and his travel can be muchmorevaried and spontaneous. Somedays he will have unplanned trips well beyondthe range and speed capability of the Kewet,whereasLK’strips to the Medical Center are regular in occurrenceand distance. Her work-relatedactivities that require longer travel tend to be knownin advanceand she can reserve a University car for these trips This household had several options. The simple choice was for LKto drive the NEVto the Medical Center everyday, but this does not maximizethe NEVuse (thus minimizinghousehold travel cost). DAmakesmore trips and drives more miles than LKalmost every day. Onthose days whenhe can drive the Kewet,the household(and society) derive greater benefit if he does drive it. The household deternm~edthat DAwould drive the NEVmost days, switching cars with LKat the hospital if he unexpectedlyneededfor longer range, higher speed or greater passenger and cargo payload capacity. Unexpecteddaily variation m activities can cause the NEVto be left homealtogether. Some participants (households9, 11, I3) took their car rather than the NEVto workon one moreoccasions becausethe possibility existed that they mighthave to stay late or nmerrands during or after work. In household 10, CLand SL both work at UCDMC, but on different, overlapping shafts. Thusthey each drove separate cars each day to the MedicalCenter and it 75 wasnot unusual for themto switch cars during the day at the hospital. Both concurredthat tins switching allowed them to solve almost any problemcreated by the Kewet’srange. Thedesire to Linkseveral activitaes can cause the NEVto be left homeor changethe intended sequenceof activities. For example,LKand DAstated they took a gasohne car on one weekendday to do errands, shopping and go to the moviesbecause they were concerned the Kewetdid not have sufficient range to makethis sequenceof trips. However,DAstated that by the end of the week, he had enoughconfidencein the veincle’s range, that if he were makangthe sametour of trips again, he wouldtake the NEV. Altemafively,if the NEV is taken on a series of linked trips, the list of intendedactivities can be changedto accommcxlatethe NEV.In a different household, SDusually leaves the Medical Center, picks up her son at school, completesother errands, then travels home.Onone day, a stop at the Post Office that normallywouldhave occurred in the chain of after-work trips was rescheduled to a day whenshe wouldbe driving her gasohne car anyway.In someinstances, the NEVmayforce unplannedinterruptions in the actlwty chain In yet another household, after a trip to work, to lunch and a numberof errands, DDhad to return hometo recharge the Kewetand switch to a gasoline car to fimsh his last activity before returning homefor the day. Four householdsrecharged the NEVduring the day in addition to recharging the vehicle ovenaight. Twoof these householdshad access to the recharging facility on the UCDavis campusand recharging there was primarily a convenience. However,two households used day lime recharging to overcomeperceived range limits. Onedriver m a householdin Davis felt uncomfortabledriving across townto the UCDavis MedicalSchool on less than half a charge. Also, she finks several activities in longer, home-basedtrip sequencesas a consclous trip-makingstrategy. She felt the Kewet’srange limit inhibited this strategy. In response to these, she beganrecharging the vehicle whenshe arrived homeduring the day so that it always had flae greatest possible range. Lastly, CBin Sacramentobeganrecharging at the Medical Cenler after running out of charge of few blocks from home.This reqtured she park illegally and wouldhave required a moreacceptable solution ff the NEVwere a permanentpart of her set of householdtravel tools. Dailyactivity planning,strategies to deal with day-to-dayvariability in travel, and day-time recharging are likely long-term adaptations to the distance budgetimposedby the driving range lurfi|~ of NEVs.On-goinginterruptions of activity sequencesare less likely to be tolerated. Vel~tcle specialization makesthe choice of winchveincle to drive--the NEVor a gasoline car-easier, as doesthe availability of other viable travel alternatives to a householdvehicle. 76 Passenger and Payload Capacity: Authority and Coupling Constraints Revi~ited While range and speed determined which acnvities could be contained wittun the NEVspace, the overlap betweenthe NEV-spaceand the car and bike sub-spaces was often determined by the passenger or payload capacity of the vehicle. In combinationwith limited passenger capacity, coupling constraints to other householdmembers(or persons outside the household) often determinedwhetherthe NEVwasused for a particular trip. With the possible exception of one of the single-adult households(whodrove the two-seat Kewet),all the householdsfelt one-seat vehicle such as the City-E1 wastoo impractical. Thecoupling constraints between people (e.g., chauffeuring children, doing errands, carpooling to work, going to parties with friends) cannot be overlooked. Althoughtravel surveys in~cate manyof us travel alone in our cars for most trips, the inability to travel with another personwasoften as importanta constraint on use of a NEVas was range or speed. Less often, the payload capacity of the NEVsmadethembetter choices than bikes, but impractical for sometrips assigned to a car. The Impact of Children in a HousehoJd Thenumberand age of cbAdrenin the householdaffected the ability of the Kewetto fulfill certain "chauffeurchildren" traps (a sub-set of "serve passenger"trips). Infant children take a great deal of space ha a vehicle. Childseats, strollers, diaper bags, toys, changesof clothes, coolers for milk and food all meanan infant child reg~l~ly occupies muchmorespace in a vehicle than their small size wouldindicate. BecauseIt has only one seat, the City-El was precluded from ever being used for chauffeu~g children regardless of age. CLoften stops at daycare to pick up her youngson and then stops at the grocery store before going homeafter work. In the Kewettiffs sequenceof activities wasnot possible because there wasnot roomfor her son, all his gear, and groceries. Since she had to return directly home from daycare to switch cars before makingthe grocery shopping trip, the Kewetwas muchless convenient than her owncar. This sequence highlighted the NEVspassenger and cargo limits. BMPand MPalso hadicated the Kewetwas too small for them and theh-~youngchildren. However,in this household, vehicle size was rarely a problemalone. Mosttrips for which the Kewetwastoo small were also too long for the Kewet.Thetrips they all take together are usually out of Davis. GMand GHcould use the Kewetto get anywhereha Davis. The passengerlimit cameinto play in fulfilling carpool obligations (a form of couplingconstraint) whentalcing their daughterand her friend to school 77 YCmakesa least one trip a weekin whichshe and all three children are m the car. If for no other reason than she must carry four people, tins weeklytrip must be put in her car-space, not her NEV-space.SDbelieves that the speed and range of the Kewetare very nearly adequate, but for as manyas 70%of her trips she has her son and a friend m the car with her. This precludes use of the Kewet. Parents whoare unwilling to leave youngchildren at home, couples whodo errands together, even a desire to take a pet along for the ndemallrequired moreseats or space than either the City-E1or Kewetprovided. In these cases, actavities that coukt otherwise easily be accessed m the NEVbased on its range and speed, were instead acce,,;sed in a gasolinecar. Manyhouseholds travel to a grocery store every weekto two weeksto makewhat they con~nordycalled "the big shoppingtrip". Thesetrips entmledthe purchaseof as manyas ten bags of groceries. The C~ty-E1was clearly inadequate for such a trap. Whetherthe Kewet wouldsuffice for this trip often dependeduponwhether another person was expected to accompany the driver. If not, then the passenger seat and foot space could be used to hold groceries that wouldnot fit behind the seat. If another householdmemberwas expected to make;this trip, then the NEVwas left homeand a car taken for these shoppingtrips. Rather than add this activity to the NEVspace, somehouseholdskeep it in then" car-space becauseof the couphngconstraints arising from householdroles of inchviduals. Takenseparately, none of these examplesmeansa NEVspace cannot be constructed, but taken together, they illustrate the basis for the ambiguitybetweencars, NEVsand bikes. As the numberof activities for whichthe NEVcannot be used grows, it becomesmoredifficult for households to see the value of the vehicle. Weexplore howNEVspace formation affects NEV purchase intentions in the conclusions of this section. First though, we examinehowsafety perceptions of NEVsare formed and howthey affect NEVspace formation. Perceptions of NEV Safety Theperceivedsafety of the NEVswasdominated by three characteristics of the vehicles--4heir size, acceleration, and top speed. Safety perceptions were an absolute barrier to NEVpurchase intention in only one household,but were a source of somereflection in almost all households. In general, the NEVswere perceived as less safe than automobiles; a clear consensuswasnot apparent amongbike riders whetherthey felt moreor less safe in a NEV. Uneaseover the small size of the NEVsmanifesteditself both as a fear of injury in an accident and a belief that the vehicle might not be seen by other drivers. The first was common to both the Kewetand the City-El. Visibility wasan issue only for the City-El. 78 Acceleration waswldely identified as a problemwhenmakingleft turns across traffic, right turns merginginto traffic and pulling awayfrom stops. The abihty to maintain speed up grades wasalso cited as a problem. Onerailroad over-crossing in Davis, whichis a short but steep grade, was cited by every household in Davis as a place where they were madeaware of the hmited powerof the NEVsthey drove Onesolution to the problemof malang left turns across traffic involved makanga series of fight turns to travel arounda block. Tins maysoundlike an extraordinary adaptation, but in very high traffic condiUonssomehouseholdsmadethis maneuverin then" gasoILnecars. Merginginto traffic in the NEVrequired greater patience to wait for a longer gap m traffic. Pulling awayfrom stops requu’edpushingthe accelerator pedal to the floor and waiting. As c~ted mthe notes from the interview wlth AC,this can result m a feeling the NEVdriver washolding up traffic. This contributed to an increased level of anxiety and unease. This feeling wasalso manifestedin frustration with the vehicles’ top speed by some households. For somehouseholds, e.g., most households m Davis, these safety perceptions only linuted access to a few activities¯ For others, e.g., household 15 m Sacramento,it meanta NEVspace that contained almost no actavltaes. Several householdsdid speculate that they mightfeel more comfortable if there were moreof "them"on the road. A larger percentage of NEVsin the traffic nuxmightserve as their ownbest traffic calmingdevices. NEV Ownership: Changes in Household F|eets of Vehicles Householdsthat expressed a positive purchase retention toward a NEVgenemUy viewed it as an additional vehicle mtheir householdfleet, not a replacementfor an existing vehicle. A few households explored in detail howthe type and numberof veincles they ownedwould change with the addition of a NEV.Only household 6 expressed an unequivocal positive NEV purchase intention. Household6 was a single adult whoownedthree cars. The NEVwould repla:e a gasoline vehicle that Is already used only for trips within Davis. This household’s bagh degreeof vehicle specialization, pattern of vehicle use, and lack of couplingconstraints with other household membersallowed the NEVto replace the exact use of one gasoline vehicle. Weexpect tha~ such one-for-one substitution of a NEVfor an ICEVwill be rare. Attheother endof thespectrum ofvehicle specialization, household 7 hastwoadults andone child. Theyownonecar.Theysoldtheir fleetof fourusedvehicles andbought one,new vehicle. Thestyle ofvehicle, a mid-size sedan, wasselected as a general purpose vehicle--it satisfied alltheir travel needs. Theyperceived thattheNEVprowded additional flexibility for tripsm Davis andwasa potentially verylowcostvehicle. However, forthishousehold to 79 con’urtit to owninga secondvehicle, that vehicle wouldhave to be capableof trips out of Davis. Travel to the nearby town of Woodlandand a daily commuteto Sacramentowere both part of this household’sroutine activity space and any vehicle the householdownedhad to be capable of makingthese trips. Their routine activity space extends well beyondthe range and speed capabilities of a NEVand they ownonly one vehicle capable of accessing this entire space. Hou.,~ehold8 illustrates howhouseholdsnught restructure their velucle holdings arounda NEV.Theyowneda late model, compactsedan and a newsport-utility vehicle. The female head of householdtypically commutesto workin the sedan. The sport-utility vehicle was used as the male head of household’s business car and for hauhngsupplies for householdprojects. Either vehicle wasused for out-of-town travel. Theyused the sedan for local errands because it is less costly to drive. TheKewetwasnot seen as a suitable replacementfor either vehicle. His business takes hamwell out of the Kewet’srange at least once a week. The Kewetcannot travel out-of-town or haul large loads. Theydid not want to give up the compactsedan becausethey werereluctant to use the sport-utility vehicle for the sequencesof local activities they typically undertake together on weekends.Theydid howeverconstruct a new, hypothetical household fleet madeup of the sedan, a used compactpickup truck and a NEV. This fleet provided them all the travel tools they wanted. The sedan and NEVwouldbe used for virtually all their travel; the pickuptruck mightmakeonly one mpa weekto a hardware store, garden nursery or other such location. Theyspeculated that given howthey woulduse these’ vehicles, the used truck and a NEVwouldbe cheaper to ownand operate than the sportutility vehicle. Inclusion of a NEV in Households’ Vehicle Choice Sets Beyondthe issue of howhouseholdsmight reorganize their holdings of vehicles to include a NEVis the issue of the characteristics of a NEVthat these householdswouldconsider for purclaase. Householdsin both Davis and Sacramentofelt that improvementswouldhave to be madeto the vehicles before a NEVwouldbe purchased. Mostparticipants felt that increased range (at least 40 miles per charge), increased speed (a minimum 40 mph), adchtional passenger room, and improvedacceleration were necessary.3 In Davis, these enhancedvehicle capabilities wouldbring sometrips beyondthe Davis city limits into somehouseholds; NEV spaces and alleviate speed-related safety concerns. In Sacramento,these enhancedlevels of 3 Thoughthe descriptive hterature that accompames the Kewetindicates it has a range of 40 rmles and a top speed of 40 miles per hour, the range of our vebacle was between25 and 30 miles and the top speed about 35 miles per hour 8O performancewere "Aewedby all households living outside the downtownarea as minimal performanceleve~ This level of T~erformancewas viewedas necessary to access the Medical Center fromoutslc~e its immediateenvu’ons.It also allowedsafe travel along the high speed roads that connect most acuvlty locations in the urban area. The longer range madepossible hnks betweennon-workactivities and the worktrip. Longerrange also brought into the NEV space those (usually few) actaw~lesthat were beyondthe speed and range capabihtles of the vehicles used in this study. In Sacramento,a htgher top speed and greater range were perceived as necessary because the households’routine activity space includes places that are relatively further awayfromhome (than in Davis) and are most conveniently accessed by travel on bagh speed roads. SomeDavis residents also desh’ed a top speed of at least 56 mph,primarily for trips to the nearbytownof Woodlandand for tmvehngalong the few higher speed roads in Davis. Rangewas less of a problemin Davis, due to the small size of the town. Fatmhesmboth groups desired adchtional passenger seats so they could travel together. Faster acceleratton wasdesired primarily for safety purposes, for example, whenmergingonto a busy street. Overall, most participants felt the NEVswere prorms,~lgand fun, but neither powerfulnor large enoughto displace any of then" current velucles. Giventhe current marketprices for the NEVsused in this study, an automobilewasseen as a better value becauseit is an all-purpose vehicle. Nonetheless, the requested improvementsin NEVperformance were relatively modest. Whatis mare important, participants were not simply asking for a neighborhood gasoline vehicle. NEV Buyers? Some Counter-Examples Theimage we have developedof likely NEVbuyers is that of a single person or couple (with or without c~dren) whoseactivity space is amenableto access by a NEV.They have few authority constrmnts imposedon them. Theyowna specialized fleet of vehicles, and thus have travel tools to overcomecoupling constraints. Thesecharacteristics allow the householdto construct a NEVspace. Below,we discuss one householdthat completely defies tiffs haaage, yet had a positive purchase intention toward NEVsand another householdthat matchesthis profile, yet adamantlyrejected the NEVso NEV Use In A Tightly Constrained Activity Space Household9 is not our prototypical NEVbuyer. The female head of household is a single mother of three. She ownsone carEan aging, compact station wagon. The station wagonis 8! becomingincreasingly unrehable. Sheis currently looking to replace it with a newer(but stall used) mid-size sedan because she needs the additional roomas her children growolder. To her, the single most posiUvecharacteristic of the NEVwasits ability to reduceher travel costs. This wasdramatized for her whenshe realized she had not put gas m her car the weekshe had 4the Eewet. In manyhouseholds,flexibility, clue to an absenceof couplingand authority constraints and the presenceof multiple vehicles, wasthe key to adapting to a NEV.In contrast, in this household,multiple constraints created a very regular and tightly confined time-spaceprism in whichYCcan move.The limited geographic extent of her activity space is highhghtedby the fact this was the only householdin which the proportion of miles replaced by the NEV exceededthe proportion of trips. YCtraveled 43%of all her miles during the chary weekin the NEV,while using the NEVfor 38%of her trips. The presence of children and the absence of another parent to share responsibilities lrnposes very ught couphngconstraints on her activities Her moblhtyIs lirmted, her routine activity locations are located w~thma few miles around homeand she very rarely makesspontaneous out-of-town trips. Her workschedule at the hospJ,tal Imposesa strict authority constrmnt. In additmn, she lives approximately10 miles from work, well enoughwithin the round trip range of the Kewetto allow her to complete one or two other activities on her wayto and from work. Threespecific activity locations and one trip whoseactivity wasnot specifically defined lay outside the NEVspace she created during the weekshe had the Kewet. Weeklytrips to her mother’slay slightly beyondthe distance she waswilling to travel in the Kewet.Weeklytrips to her church required travel on a freeway. Twiceyearly trips to the San Francisco BayArea were well beyondthe reach of the vehicle. Last, once a week,for various reasons, she has all the children with her in the car. Thesemightbe shoppingtrips, trips to the dentist, etc. These are alwayslocal trips. YCindicated that with certain improvements to the vehicle (a back seat and slightly longer range,) and better local transit, the Kewetcould be a serious option for her only vehicle. She wou]tdonly haveto discover another route to churchand rent a car for trips out of town(an adaptataonto her aging vehicle that she wasalready considering) to maintainthe activity space through which she now moves. Thoughthe NEV’slow top speed was something she had to 4 She of course had not yet had to pay for the electricity she used and we are well awarethe proper cost comparisonbetweengasoline and electric vebacles contains muchmore than fuel prices Wereport tins observauonbecause it was the event she reported that tmpacted her percepuon of the NEV 82 get used to, she discovered moreand moreuses for It as the weekprogressed. Alternatively, an inexpensive NEVwouldmakea statable second car, allowing her to reserve her gasoline car for those few trips per weekwhenshe might really desire increased room, speed or range. Beyond travel: Cars as defensible space Given their age, occupations, and resources, the membersof household13 belong to precisely the market segmentthat moresimplistic marketanalyses predict will buy electric vebacles-young, affluent environmentalists. Given their activity space, centered in downtown and midtownSacramento,our act:vity analysls mdacatesthere is little reason they could not use a NEVfor the vast majority of their travel. J is a semoradrramstrator at a major environmental organizauon; E ownsher homeand worksclose to ~t. Both are in their late twenties. Each ownstheir ownvehicle. Theyoften travel together for social actavifies. This household will not buy a NEV.Safety was the major concern of this household. Rather than primarily thinking of vehicles as modesof travel, both E and J oriented their thinking around personal safety. Then" response to the Kewetcentered on the questions "how vulner~.ble amI in this vehicle," "can someoneinjure meintentionally or by accident," and "does ~s vehicle have the capacity to respond quickly if I need to get out of a dangerous sltuat~on?" Then"answer to these questions for the Kewetwas "No." For these single women,living in downtownSacramento,their cars were extensions of defensible space. Both talked of their neighborhood,the environs surroundingtheir workplaces, and downtownin general, as unsafe places. Theymovedfrom place to place through an environmentthat they felt wasgenerally hostile. This wasalso manifestedin then. general refusal to walk to any but the closest activitiesmbeing hassled on the street wastoo commonan occurrence. E thought of the Kewetas a fun novelty item, but becauseshe felt vulnerable in it, she didn’t drive it very much.The thought of driving the KewetmadeE uncomfortable, not because of a low top speed, but rather becausethe small bodysize madeher feel vulnerable to injury in an accident and Its slowacceleration felt dangerousin what she perceives as the high crime area around the Medical Center at night. Thoughthe NEVwouldotherwise be well suited for commutingbetweenhomeand work, E wouldtake her car in :.~. event she had to worklate. J wouldnot drive or ride in the NEV.She had been severely injured in an automobileaccident a few years ago and she was very wary of small vehicles. She bought the vebacle she nowowns because ~t ~s the sametype of vehicle as that m whichshe survived the accxdent. TheKewet 83 was ltoo small. The changes to the Kewetthat wouldaddress these concerns wouldyield a vehicle that could no longer be considered a NEV. Conclusions Within the context of one weektrials, households explored the meamngof NEVownership. NEVsare very different vehicles than those with which any of our householdshad prior experience. NEVsintroduce urdamihar constraints on the travel of households. Reduced driviJag range, speed capabilities, and passenger and cargo roomrequlre householdsto use NEVsdifferently than they would automobiles. Wehave conceptualized these constraints and their impact on vehicle use in terms of household NEVspaces. A NEVspace is a subset of the household’sactivities that can be accessed in a NEV.In addition to the capability constraints of the vehicles themselves, the schedules and routines that householdsdevelopin response to authority and coupling constraints affect household’s ability to conceptualize a NEVspace. The existence of bicycle-spaces in Davis householdssuggests that, given the option of a variety of travel tools, householdsdo construct sets of activities that they routinely access by different modes.Thesesets of activities are what we have defined to be mode-defined,actavlty sub-spaces. Travel by all householdswas controlled to a very large degree by routines formedin response to schedules and activity links imposedby authority and coupling constraints. As we would expex:t giventhe capability constraints of the vehicles, they replaceda higher proportionof trips than of miles in all but one of our participant households. Predicated on the performancecapability of the vehicles used in this study, our 15 households can be organized into three groups. Onegroup we call pre-adapted. These three households live within land use patterns and roadwaynetworks amenableto NEVsand have sufficient travel options to both overcomethe capability constraints of NEVs and resolve conflicts arising from schedules and routines imposedby authority and coupling constraints. Workand school schedules, daycare centers’ hours, movieschedules, medical appointmentsand other activities all irt~tpose constraints that vary in the degreeto whichthe constrainthe time as well as the place of activities. Pre-adaptedhouseholdsmayhavea great deal of flexibility to shape their NEV space or their existing activity space maybe so tightly constrained that a NEVcan provide ready access to most all activities. Onepre-adapted household expressed an unequivocal NEV purchase intention. The two others were strongly positive. 84 Another group of six households can easily adapt to a NEVwith somechange in vehicle ownership,vehicle use, or activity scheduling. If a householdIs willing to restructure its holdings of vehicles, a NEVcould be a part of a newhouseholdvehicle fleet. In other households,reassignmentof vehicles to different drivers, either as part of a permanent reallocation of vehicles within the householdor as part of penochctrip planning, solves any problemscreated by the capability constraints of NEVs.In rare instances, activities mayhave to be rescheduledto a time whena suitable vehicle is available° Thesesix householdsall required somechange--an increase in top speed, range or passenger and cargo capacitymin order to use a NEVwith no lifestyle or behavioral adaptations° Lastly, we have a group of six households for whomadapting to a NEVwouldbe difficult. Wecall these six householdsnon-adapted.Thesehouseholdsface significant barriers to using NEVs.Landuse and roadwaybarriers maysever access any actavities outside their immediate neighborhood.Significant barriers in the form of coupling constraints betweenhousehold membersmayrequire a larger vehicle. Theneed to provide transportation service to other people is often compounded by the authority and coupling constraints to which the transportation-dependent person is subject. In non-adaptedhouseholds, the capability constraints on the speed, range or size of the NEVs rendered the vehicles virtually useless. The maportantbarriers to be overcomeby our householdsin Davis to access their routine activity space relate to the existence and importanceof activity locations outside Davisand to the households’ability to distinguish a NEVspace distinct from bike-spaces and car-spaces. A technical solution to the problemscreated by speed and range lhnitations are possibIe--but t: e resulting vehicle is no longer a NEVaccording to the definition weare using here. Sustained, highwayspeed driving is required to travel to Sacramento;vehicles capable of such travel are not within our definition of a NEV.Increasing the distinction betweenNEVs,bicycles, and autos can be accomplishedthrough vehicle design and marketing. NEVswith three or four seats could have been used for any trip in Davis for whichdie City-E1 or El-Jet were not used because of a passenger capacity limit. Only in householdswith only one or two people in them wasa two seat vehicle considereda practical alternative; one seat vehicles werenot sufficiently distinct frombicycles. Thus, the design solution is slightly larger vehicles with moreseats. Themarketangsolution is to target two seat vehicles at marketsegmentsfor whichthe seat limit is likely to be unimportant. Thesehouseholdsinclude both retired and workingadults without children living at home.Evenhouseholds with children maynot require morethan two seats in a NEV,so long as the householdownsmorevehicles than It has licensed drivers. 85 In a city such as Sacramento,it is difficult to imaginea vehicle with range less than 40 miles and top speed less than 40 mphmakingserious in-roads into householdsliving in existing residenUal development(with the possible excepUonof the downtownand rnidtown areas). Existing land use and transportation infrastructures appear to present formidablebarriers to household’sgaining access to their desired activities in truly low-speedvehicles. However, areas of newdevelopmentcan be designed to provide households with adequate access to actiwties. Such developments would mimicSacramento’s downtown,or even smaller towns like Davis°Theymust have a high density and variety of activity locations, accessible by low speed roadways. 86 V. HOUSEHOLD MARKETS for NEIGHBORHOOD A Statewide ELECTRIC ELECTRIC and VEHICLES: Survey Sandra Rosenbloom. "WhyWorkingFamilies Need a Car." Cited ha Wachs, M. and MoCrawford (eds.) "’...yet muchof our increasing reliance on the car reflects the waythat two-worker and single-parent householdsjuggle the complicatedresponsibilines of homeand workin suburbanresidential and employmentlocations. The car offers the flexibility and convenienceessential to workingparents, particularly mothers, who often carry the double burden of working at both work and homeIt is hard to see howany other option could serve the complextravel needs of such families. ’" In the essay from whichthe abovequote is taken, the author weavestogether several trends in Americanlife--increasing rehance on automobilesfor daily travel, increasing involvementof womenin the paid labor force, and increasing sub~rbanization of homesand jobs. She concludes that only automobilesprovide the flexJbihty and convemencethat the confluenceof these three trends demands.Whileshe accounts for the increased average ownershipof automobilesacross all households, she does not address the potentml for speciahzation of travel tools due to increased ownershipof automobileswithin households.It is thts potential for speciafization thoughthat openspossibilitaes for vehicles that are not cars or automobilesm the sense we usually imagine them. To test whetherhouseholdsin Califormaare willing to incorporate a vehicle that is clearly not a car, into their householdstock of vehicles, weincluded NEVsin a study of the statewide market potential far electric and natural gas vehicles. HouseholdsthroughoutCalifornia were introduced to NEVs and assessed their merits comparedto other electric, alternative fueled, and gasoline ICE vehicles. Weadm~steredthe survey during the spring and fall of 1994. A fundamentalpremise of our research design wasthat, since these newvehicles will have characteristics completelyoutside the experience of most people, research into consumer responses must create an appropriate information context. EVshave driving shorter ranges than gasoline vehicles. Theycan be recharged at homerather than only refueled at an awayfrom-homelocation; however, they will requke hours, not minutes, to refuel. Theyaxe being promotedfor their positive impact an air quality. The mast impoe, ant shortcomingof previous studies of the electric vehicle marketis their failure to addressfundamentalir~:ormation:ssues around these newvehicIe characteristtcs--consumers are well haformedabout gasoline vehicles but poorly informedabout electric vetucles (Turrentine and Sperling, 1992). 87 Wetook several steps to develop a rich decision makingcontext for our respondents--a context we beheve better represents the information consumerswill have whenEVsand NEVs are actually introduced into the market. Thesurvey instrument we designed not only queried consumers,but also educatedthemabout both the design features of electric vehicles and the effeclLs of a daily driving range budgetand homerecharging on their lifestyles. Lackingsuch a basis to evaluate these characteristics of EVs,consumerscannot competentlyimagine howsuch vehicles mightfit into their lives. ThusEVmarketresearch that fails to create a learning experience and a rich information context does not measurepreferences or purchaseretentions, but only consumerconservatism in the face of a new, expensive, and unfamiliar technology. Our prior workhas convinced us that households makevehicle purchase decisions based on the characteristics of the vebacles they are consideringfor purchaseand the characteristics of vehicles they already own. Thuseach household’sstock of vehicles must serve as part of the context for consumerdecision makangabout EVs, NEVsand other alternative fuel vebacles. Householdswhobuy electric vehicles will be hybrid households, owningtwo very different types of vehicles that they use to access distinct sets of activities. Hybridhouseholdswill create activity sub-spacesdefined by the types of vehicles they own.Wesee this even in households that ownonly gasoline vehicles. Somealready buy specialized vacation vehicles or commutevebacles. Thus the utility a household gains from, for examplea NEV,is not a function solely of the attributes of the NEV.Rather, its utility can only be assessed within the context of all the travel tools available to the householdand the activity space of the household. In thJ s chapter, wereport the use of the activity analysls conceptsin the statewidestu’vey and the response to NEVs.Thebody of research that led to the developmentof the statewide survey is reported elsewhere (Turrentine, Sperling and Kurani, 1991; Turrentine, LeeGosellin, Sperling and Kurani; 1992; Kurarti and Turrentine, 1993; Kurani, Turrentine and SperlLing, 1994). A moregeneral summaryof results from the statewide survey is available (Tun’entine and Kurani, 1995) Implementing Activity Analysis Concepts The l~ouseholdNEVtrials reported in the previous chapter and our previous work(see in particular Kurani, Turrentine and Sperling, 1994) providedus with the information and impetus to implementimportant actavity analysis concepts in a mail survey. All our previous EVand NEVmarket research had involved a high degree of interaction with our respondents. Wehad conducted focus groups and lengthy phone and personal interviews. To test our 88 prelimmaryconclusions on a larger sample, we needed to extract Important concepts from these previous studies that could be implementedin a less interacave survey tooP. Theimportant concepts around which we built the survey instrument were: ,, ¯ householdvehicle purchases are madewithin the context of the household’s fleet of vehicles rather than individualvebacles; households must have access to comparablydetailed mformattonregarding all the types of vehicles consideredfor purchase; Further, to understandthe impact of limited range, homerechargangand linuted top speed on then" lifestyles, householdsmustreflect on: ° their routine activity spaces; ,, whetherthen" activity space can be subdwidedby different travel modes;and ®their critical destinataons. Webelieve that households whocan construct NEVspaces will perceive NEVsas viable travel tools based on the case studies of golf communitles,ride-and-drive climes and householdNEV trials. Certain householdcharacteristics appearedto facilitate the formataonof this NEVspace. Theseincluded the presence of additional travel tools (in suburbancities this primarily means ownershipof morethan one car) to overcomepotentially binding couphngconstraints and NEVspaces that contained important routine activities Ioeated near homeor work. The objective spatial structure also affected NEW space formation. Householdsmust be able to access their routine activities via networks of NEV-amenable roadways. In our prior studies of householdadaptation to driving range, wefound three concepts determined the minimum driving range households wouldaccept for one of their vehicles (Kurani, Turrenfine, and Sperling, 1994) Thehouseholffsroutine activity space, defined by the set of activities that the householdaccesses on a daily and weeklybasis (including all the other associated dimensions--location, mode,route, etc.); ° A critical destination is a destinataon that a householdmember feels they must be able to reach evenif the "unlimitedrange" gasoline vehicle is not available. I Wedid not designa surveyinstrumentwhichrequiredless effort fromour respondents thandid ourprevmus interviews.Thesurveyrespondentsprovidedthemselves,andwereprowded by us, wttha tremendous amountof mformauon How muchof thzs theyusedto maketheir dectstonsregardingelectric vehicleswasup to them. Butmkeepingwithour researchpremtse,weandour respondents neededto create an mformauon contextm whichthey couldcompetently imagineusing and buyingEVsand NEVs. 89 ¯ A rangebuffer is the minimum distance the vehicle muststill be able to travel 2. whenit arrives homeat the end of the day In that study, wealso observed that manyhouseholdschangedtheir driving range choices as they began to explore what it meantto be a hybrid household. Thethree building blocks householdsused to determine the mimmum range vehicles they could use, the shifting of range choices within households, and the different range choices madeby different householdsall suggest an EVmarket segmentedby driving range. Weused this idea of market segmentattonby demandfor driving range to create four classes of electJ-ic and hybrid-electric vehicles in our survey. Thesevehicle types are summarized in Table 5.1. Thedescriptions of electric vehicles provided to the respondents are m AppendixF. Thevehicles with the shortest driving ranges are NEVs.Theyare also defined to be nonfreeway capable. Communityelectric vehzcles (CEV)have longer ranges and top-speeds that makethemcapable of travehng on freeways. Regional electric vehicles (REV)have still longer ranges and higher top speeds. Wealso offered our respondents a hybrid electric vehicle (HEV) 3that has the longest (total electric plus ICE)driving rangeof any of the electric vehicle options. Table 5.1: Rangeand Top SpeedCharacteristics of EVs in the Statewide Survey Driving Range, Top Speed, EV ’Type miles mph i i,, NeighborhoodElectric Vehicle (NEV) i 1CommunityElectric Vehicle (CEV) 1Regional Electric Vehicle (REV) HyblidElectric Vehicle (I-IEV)1, 2 40 40 60 to 80 75 120 to 150 85 140 to 180 85 Notes" I. Velucle range dependson bodystyle and choice of battery opuons. 2 The battery-only driving range vanes from 40 to 80 n’ales. 2 The range buffer did not change muchbetween households: across manydifferent kinds of households m manydtfferent locattons, the range buffer was about 20 nules 3 The HEVswe offered to our respondents were designed as "range extenders". The vetucles operate on battery poweruntil they reach a pre-detemuneddepth of d~scharge. At that point the IC engine provides powerfor battezy ehargang. Of all the possible hybrid designs, we chose this as a representauve hybrid because it is relatrcely simple to explain and the deszgnmintended only to extend range, not to prowdeeither base poweror peak power, or to meet someother performance goal. 90 The Survey Sample Wesampled from those households whomwe believe makeup the single largest group of potent=al hybrid ho~eholds--that is, potential buyers of electric vehtcles. Householdselectaon criteria included: owntwo or morevehicles; buy newvehicles; ownone 1989 or newervelucle and one 1986or newervehicle; and at least one of the/r vehicles is not a full-szzed velucle. The ages of recrmts were matchedto age distributions mthe California newcar market. The householdssampledin this study represent about one thud of the annual hght-duty vehicle 4sales in California. Sevenhundredand fifty householdswere recruited by market research fn.ms in stx metropolitan areas of Cahfornia: the San Francisco Bay Area, Sacramento,Fresno, Los Angeles, Santa Barbara and San Diego. Parttcipants were paid a 50 dollar incentive for completedsurveys because of the tzrne demandsof the survey and to prevent the study from being biased towardthose interested in the subject. Atotal of 454 householdsreturned completedsurveys at the end of the survey administration period. The response rate of useful surveys was 69 percent. Because of the sampling scheme, we did not expect manyhouseholds to choose a NEV.We did not samplehouseholdsbased on whetherthe objective spatial structure in whichthey lived was amenable to NEVuse nor did we sample from households whomwe a prwri expect to have activity spaces amenableto NEVs.Wedid not sample in communitiesespecially designed for NEVs(such as PalmDesert) nor in places that are otherwise very suitable for NEVs(such as Davis). Thus, the imagethat the householdscreated of their ownactivity space during the survey is not only useful to themin then" decision maksng,but is crucial to otu interpretations of these households’vehicle choices. The Survey Instrument Householdswere recruited by phone, sent a survey packet, and the packets returned via mail. This survey was divided into four parts and wasdesigned to be completedover several days to encouragecritical evaluation of the options. Thefour parts were: o Preliminary survey of householdvehicle holdings, purchase intentions for next newvehicle, demographics,and environmentalattitudes; 4 Baselinestudiesof the Califorma automarketdonot includeall of the household demograpbac criteria usedm this studyto select households Thereforewecannotglvea morepreciseestimateWehavecrossedreferenced sales figuresfor Cahfornm witha 1990Newsweek studyof the automarketto arrive at our esttmateof the proporuon of annualnew|ight duty vehiclepurchasesmadeby our sample. 91 Threeday travel diary for two primaryhouseholddrivers; survey of thetr travel and refueling patterns; and a mapof the householdsactivity space; Information video and reprinted articles from massmediathat discuss emissions impacts of electric vehicles and demonstraterefueling and recharging routines and other features of electric and compressednatural gas vehicles; and Twovehicle purchase exercises for the household’s next newvehicle purchase. Thefast wasa choice betweena gasoline and an electric vehicle. Thesecond included six vehicle types: reformulated gasoline, compressed natural gas, hybridelectric, and three types of battery electric vehicles, including a NEV.Eachvehicle type wasdescribed in detail, offered in a range of bodystyles and trim levels, and offered with several options. Aprice list was mcluded. Pamcipants recorded their choice and answered a few follow-up questions about their choice. C, reating an Imageof the HouseholdActivity Space In part Twoof the survey householdscreated visual imagesof their acuvity space through a time-line travel diary and a road mapof the region in whichthey live. Theseinstruments were used to develop the activity analysis concepts from our previous EVand NEVmarket research work. Twodrivers, usually the heads of the household, kept three day travel diaries for two of the household’s vehicles 5. Follow-upquestions asked themto review the diary and assess howwell it represented their travel. Thesequestions concernedtrip frequency, daily travel dis~ace and the variability of travel from day-to-day. Also they were asked about certain important adaptive strategies, e.g., car swapping,carpoolmg,car rental, etc. Theywere also asked to reviewtheir diaries and tell us howfeasible it wouldhavebeento access their activities without traveling on a freeway, highwayor urban expressway. FolIowingthe diary, these drivers sat downwith a street mapof their area and markedthe locations of several of their routine activitiesmhome,work, grocery stores, schools, rehgious sites, favorite recreation locations, restaurants, family and friends, usual locations wherethey bought gasoIinemandthe locations of medical and emergencyservices. In addition, the concept of a critical destination wasexplainedto themand they wereasked to locate this 5 Thisis a different scheme thanusedin the week-long household NEV trials wherethe diaries wereusedby eachhousehold driverto recordeachperson’stravel. Weadoptedthe vehtclec~atyas anacceptable simplification of the diaryprocess.Ourpreviousworkindicatedthat nosubstantialamount of travel mmultt-carhouseholds wouldbe lost If wedid not havedata ontransit, bikeor walkingtrips. Thisslmphfying assumption is most likely to affect household choicesaroundNEVs, wtuehas the household trials haveshown,compete with eychngand walkingin somesettings. Theassumption makesour NEV results eonservaUve. Thatis, if households hadbeenaskedto recordwallangandeychngtrips, theymayhavebeenmorelikely to consider choosinga NEV. 92 destination on (or off) the mapOncethese individual locations were mappedby both drivers, they were asked to drawa boundaryaround the area lhat included these activities and any other activities they felt wereimportantto their lifestyle. Takentogether, the diary and mapbuild an imageof the household’sactivity space, define certain critical chmensionsof that space and provide the householdwith the context to explore the meaningof bruited driving range. Imagesof the electric, neighborhoodelectric and natural gas vehicles were providedin the informational video producedspecifically for the survey. Givenstrict tune constraints, wewere not able to incorporate aa manyimagesof different NEVsand EVs as we would have hked. Wedid include images of the KewetEl-Jet and AC Propulsions Saturn conversion. The NEV compared to other vehicle choices The def’mition of a NEVwe provided to respondents is shownin Table 5.2. NEVsdiffer from all other vetucles offered in that they are not capableof freewaytravel and only comein 2, 3 and 4 seat modelsedans. A sedan body style was implied by the image of the Kewetshownas an example NEVin the video. Bodystyles ranging from compactto mJdsize sedans, wagons and sport-utility vehicles, as weUas minivans,wereoffered for alt other electric vehicles. Ordy gasohneand natural gas vehicles were offered in full-size bodystyles. TheNEVdiffers from other EVsin its speed and range as described mTable 5.1. Also, neither fast chargingnor a longer range battery was offered for NEVs.These options were not allowed because we wishedto reinforce the imageof a NEVaa a vehicle for local travel. Battery life waswarranted to 20,000 miles. NEVswere offered at prices muchlower than any other vehicle. The least expenslveNEVcould by "bought" for one half the price of the least expensivegasoline vehicle (a compactpickup truck with the Economytrim level and no options). A 2 seat NEVwith the standard trim packageand no options could be "bought"for $3,500 (after a total of $2,000in purchase incentives). The most expensive NEVoffered was a four seat, convertible, with the 6luxury trim packagepriced at $9,400after incentives. 6 Wemakeonefurther observationaboutvehtclepricesin our survey.Onedifficulty withmarketresearchon EVsandNEVs is that pricesat whichvehicleswill be sold in the futureare extremdy uncertain.In orderto focusonhowpeoplerespondto drivingrange,homerecharging,andotheruniquefeaturesof NEVs andEVs,we designedchoicesituationsmwhichrespondents hadhttle incentwe to choosebetween vehiclesbasedon price alone.Wtththe exceptionof optionsspecificto EVs(e.g. fast chargingandbatteryreplacement costs) the base price of all vehiclesexceptNEVs wereroughlycomparable. Thepricesof reformulated gasolinevehicleswere basedon 1992pricesof gasohne vehicles.Thebaseprice electric, hybrid,andnaturalgasvehicleswerebagher, but tax creditsandotherincentiveswereofferedwhach offsetthe hlgherpurchase prices.Webelieveit Is reasonable to assume NEVs wdlcost much less, thus theyare pricedlowerthanall othervehicles. 93 Table 5.2: NEVDescription provided to Survey Respondents NeigJhborhood electric vehicle: Designed for around-town driving. Easy parkang, handling and use. Comesas two passenger version or with smalI rear seat for one or two addlt~tonal passengers. Cargoroomfor four bags of groceries. Vehicle length: is I 1 ft, width is 5 ft, can park in small places, turning radius 15 ft. Top speed: 40 mph. Accelerates: 0-40 in 15 seconds. Range: 40 miles. Curb weight: 1200 pounds. Compositestructure: Fully crash tested and passes all federal crash safety standards. Optional airbags: Yes Elecl ricity Costs: Less than 1 cent per mile for electricity. Recharges: 2-4 hours on 110 volt slow charge. 1-2 hours on 220 volts normal charge. Replacementcost of battery backis just $500. Fast charge: not available for neighborhoodelecmc. Optional solar panels: offers 7 miles extra of range on sunny day. Standard air conditioning: Interior pre-cooled or heated while recharging Optional air conditioning: High performance, high efficiency heat-pump Maintenance and Service is minimal Warranty:Motorand drive train warranted for ten years or 100,000 males. Batteries are guar~mteedfor 20,000 miles. *The neighborhood electric is not intended for highway driving. Meets California Zero Emissions vehicle Qualifies for $2000 tax credits. standards for non-freeway vehicles. Standard: AM/FM radio, pre-eooled and heated seats. Lu~ary: Standard features plus CDStereo system, heat pumpclimate control, dual airbags, all poweraccessories, sunroof, keyless entry Note. The format of this reformation has been changedfrom the origmal survey to fit the format of this report 94 The informaUonwe presented on safety represents the only non-conservative element regarding NEVs.Wespecified NEVswere fully certified as meeting the Federal MotorVehicle Safety Standardsmanassumptionthat maybe difficult to meet m such a small vehicle, but not impossible. Given the response of someof our pamcipants in vehicle demonstraUonsand trials, weexpect somepeople whoare irdtially enthusiastic about NEVswill changetheir minds whenthey confront the reality of howsmall NEVscan be. However,given the conservatism of all our other assumptions regarding NEVsand the extremely conservative sampling with respect to likely NEVmarkets, weare confident in the results wepresent next. Vehicle Choices in a Future Market Scenario Thesecond vehicle choice situation in Part Four of the questionnaire immersedsurvey respondents in one plausible future market scenario for motorvehicles. In developingthe scenario, we assumedconsumerswill be faced with a variety of internal combustionvehicles, electric vehicles and hybrid electric vebScleSoReformulatedgasoline and natural gas vebacles will be offered m all bodystyles. Electric and hybrid vehicles will not be available in full-size bodystyles. NEVswill be available. Themarket for electric vehicles will be segmentedby demandfor driving range. The longest range offered in an EVwill be 180 miles for HEVs. The longest range m a "pure" EVwill be 150 miles. Within this scenario, our respondents’ vehicle choices are shownin Figure 5.1 and summarizedin Table 5.3. The percentage of respondents whochose a NEVas the vehicle they wouldnext buy is 4.3 percent. NEVs, CEVsand REVsaccount for 37%of respondents’ vehicle choices in tiffs scenario. Addingthe householdsthat chose HEVs.brings the total electrified-vehicle market to 47%of our sample. Figure 5.1: Vehicle Fuel Type Choices 150 EV1, Neighborhood EV3, Regional Gasoline,Reformed EV2, Commun,ty EV 4, Hybnd NaturalGas 95 Table 5.3: Vehicle Fuel Type Choices Count Vehicle Choice Probability Cumulative Prob. Neighborhood EV 19 0.043 0.043 Con’anunity EV 28 0.063 0.105 Regional EV 119 0.267 0.372 Hyb6d EV 43 0.010 0.469 Gaso],ine, Reformed 153 0.343 0.812 Natutal Gas 84 0.188 1.000 nr Total Hybrid [ 446 Households Our sampleof households represents potential hybrid households. After they have chosen a vehlcle type, our samplecan be divided into three types. First, those whochose an EVare hybrid households. Those whodid not chose an EVeither remain potential hybrid households or are non-hybrid households. A non-hybrid househoMis a household that meets our criteria for inclusion in the study, but someother aspect of their vehicle ownershipor activity space prevents them from believing they could use even one limited range vehicle. Somepotential hybrMhouseholds will not choose to buy an EVfor their next newvetucle, but will buy an EV at sorae time in the future. Wehaveanecdotal evidencetiffs groupexists, but are unable to precisely estimate its size. However,we expect the majority of householdsthat did not choose an EVin our choice exercises are still potential hybrid households,and are not non-hybrid househok/s. Webase this expectation on our previous PIREGinterviews, where we found that less than 10 percent of the sampleof potential hybrid householdsin that study simply could not adapt to arty minimum range vehicle (Kurani, Turrentine, and Sperling; 1994). From Table: 5.3 then, 47 percent of householdsare hybrid households,43 percent webelieve are still potential hybrid households, and 10 percent are non-hybrid households. EV Shares of the New Light Duty Vehicle Market Thechoiceprobabihtiesin Table5.3 do not representannualnewcar marketshares. To provide a lower-boundestimate of annual market shares we must maketwo adjustments, subject to several strong caveats. First, recall our sampleof potential hybrid householdsbuys 96 about one-third of the newcars and light duty trucks sold in Cahforniaevery year. 7 Second, wehypothesize that over a long period of time (i.e., long comparedto the period of Ume betweennewcar ~ archases within a household), hybrid households will choose to buy an EV on every n occasions they buy a newcar, where n is the numberof vehicles they own.- On average, the households in our sample own2.43 cars. Third, we have found in previous work that about 8%of a sampleof householdsmeetingthe samesele~ ~,,on criteria as used in this study were unable to adapt to limited ranges becauseof their travel needs. Usingthese factors to adjust the choice frequencies in our sample, weestimate the lower boundon the annual market share for the neighborhood,communityand regional EVsin our study to be between 13 and 15 percent of the newvehicle market. If we include hybrid EVs,the annual market share for electrified vehicles rises to between16 and 19 percent. This estimate is a lower boundestimate of the market for EVsbecause our sampleof potential hybrid householdsdoes not include representatives of all householdsthat might buy EVsand NEVs.Other potential hybrid households include: ¯ households winch do not laow buy new cars but would in order to buy an EV or NEV; households winch becometwo car households by purchasing an EVor NEV; and households which do not nowowncars of the likely EVor NEVbody styles but wouldbuy such a vehicle in order to buy an EVor NEV. Whilethis study sheds no light on the numberof householdsin the first two of these categories, we observe that some households whochose EVsand NEVsin our choice exercises, chose smaller bodystyles than their "preferred" bodystyle for their next new vehicle. If householdsin our sample will changebody styles in order to choose an EVor NEV,we surmise households outside our sample maytoo. Wereturn to this issue in a later section on householdstocks of vehicles. Lastly, this market share estimate is extremely conservativebecause it does not include any potential EVor NEVsales to fleets. Markets for NEVs In practice, the 19 householdsthat chose a NEVare too small a sampleto form a suitable basis for market share estimates, so we present the estimate for NEVssimplyas point of reference from which to makeobservations about markets for NEVsand marketing of NEVs.The 4.3 7 Thisdoesnot meanthat potentialhybridhouseholds representonlya thtrd of the annualmarketIt means onlythat wehavesampled onegroupof potentlalhybridhouseholds whorepresentone-thlrdthe annualnewcar market 97 percent our sample whochose an NEVtranslates into an annual share of the newcar market in California of just under 1 percent, based on the sameadjustmentsand caveats just discussed. Wemakeseveral observations about this number. First, our sampling schememadeno effort to identify households wholive m communitiesand neighborhoods amenableto NEVs. Despite this, somehouseholdsdascovereda NEVwas a suitable replacementfor one of theh: existing vehicles, others determinethat a NEVwasattractive as an additional vehicle. Lastly, more:so than for the other types of EVs,the low cost of NEVsmeanssales of such vehicles mayoccur in the household market segments described above from which we did not sample. Who Buys NEVs? Becausethey are few, householdsthat chose NEVsare difficult to statistically distinguish from house]holds that chose other vehicles. Wemakethe following observations though based on trends in our data that might be confumed,or refuted, on a larger sample. Householdsthat chose NEVsdid so because NEVsprovided themwlth practical, affordable travel tools, and not out of envn’onmental mouvauons.The low cost of NEVsmeansmore households than expecledchose to add the NEVas an additional vehicle to their householdfleet rather than displacing an existing vehicle fromtheir fleet. Despitethis, morethan half the householdsthat chose a NEVfound they could displace one of their gasoline vehicles with a NEV. Change in Lifestyles in Response to Environmental Problems Onequestion we asked about environmentalattitudes rated the importanceof environmental problemscomparedto other types of problemson a scale that indicates what level of effort shouk!be expendedto solve themand the degree to whichthose solutions will require lifestyle changes. The text of the question and answers was: "Howwouldyou characterize your feelings about the world’s envn’onmental problems? "The biggest crisis and challenge of our times. The soluUons require immediateinternational effort and major changesin our economiesand lifestyles. "Amongour biggest problems. The solutions require caoperation of governmentand citizens. Timeto reconsider our lifestyles and make changes. "Environmental problems exist and need some attention, but are nunor comparedto other problemsin our world. "Environmental problems are not an important problem. There is no need to change the waywe hve." 98 The question was asked m the Part Oneof the survey, before any discussion of EVsper se. Respondents’vehicle choices are cross-tabulated by responses to this question in Table 5.4. For each vebacle type, the answerwith moreresponses than expected (under the null hypothesis of independence)is shownin bold. Of the 454 respondents, only 3 stated environmentalproblemsare simplynot important. Wetreated them as statistical outliers and droppedthem from this table. Responsesto this question are missing for I0 households. Table 5.4: Vehicle Choice by impact of Environmental Solutions on Lifestyles Magnitude of Environmental Problems Total Choice2 Observed Count Biggestcrisis Amongbiggest problems Minor compared to other problems RowTotal Neighborhood EV 2 ~,..~ 1 19 Cornrmmity EV 3 20 4 27 I5 76 22 113 9 t9 15 43 16 90 45 151 9 50 29 88 Regional EV Hybrid EV Gasoline, Reform Natural Gas Total Count 11 54 chi-square Test LikelihoodRado 20.149 Pearson 18.792 271 Prob.~chi-square 0 027~ 0 0430 116 ~ 441 Onthe basis of the data in Table 5Awe reject the nuUhypothesis of independencebetween vehicle choice and perceptions of the importanceof environmental problems. Householdsthat chose electric vehicles weremorelikely, than expectedt:~’:der the h3-,,thesis of independence, to believe environmentalproblemsare moreserious and require grea~r and m~,re immediate 99 lifestyle changesthan are householdsthat chose gasoline and natural gas vehicles8. On average, NEVchoosers share this concern with other EVchoosers. However,they are not inordinately concerned.Theyare not at all likely to state that environmentalproblemsare our most important crisis, requiting immechatelifestyle changes. Weconclude that those who chose NEVsare not so pre-chsposedto makinglarge lifestyle changesthat such desire is necessary for them to choose a NEV. The Effects of Age, Children, and Income Life cycles are typically defined in terms of the numberand ages of people in a household. The "cycles" are mtendedto capture the effects of: the presenceor absenceof children; children entering "school years"; children obtaining their licenses to drive; children leaving home;and the concomitantaging and retirement of their parents. Note that incomeis not an explicit elementin the definition of life cycles, neverthe less, the def’mitionsare correlated with income. Weadapted the 10-category hfe cycle measure used by the NauonwidePersonal Transportation Survey (NPTS).In our sample, only 6 of the 10 categories have an apprecmble numE~erof householdsin them because of our samplingschemeand the correlation betweenlife cycle definitions, incomeand vehicle owners~p.Our sample contains virtually no households of single aduIts--with or withoutchildren. Definitions of the life cycle categories that do appear in our sample are given below. ° ¯ ¯ ¯ ° ¯ NCAs= no children, two are moreadults (not retired) C1As = youngestchild age 5 or less, two or moreadults (not retired) C2As = youngest child betweenthe ages of 6 and 15 inclusive, two or more adults (not retired) C3As= youngest child aged 16 or older, two or moreadults (not retired) C3SA= youngest child aged 16 or older, single adult (not retired) NCRAs = no children, two or more retired adults In a tn’evious study (Turrentine, Sperling and Kurani, 1991), weidentified a groupof middleage adults whoresponded morefavorably to EVsthan people in other age groups. Onthe basis of that conclusionand other results from that study, wespeculated that householdsin the life cycles containing middle-agedparents with children respondedfavorably to EVsbecause 8 We~aote that tlus conclusion does not contradict results we have reported elsewhereregarding the importance of en,0~ronmental amtudes in defining markets for EVsWehave previously argued that envu’onmentalatutudes are relaUvety less tmportant to markets for EVsthan are households’ assessments of whether EVsare pracucal transportauon tools The fact ~s, that across all six vehicle types, the majority of all respondentsbeheve environmental problems are amongour biggest problems. 100 they tended to: have higher household incomes; ownmorevehicles and have morevehicles per driver; have moreroutine driving patterns; and be morecognizant of fuel savings and hfe cycle costs. Wealso surmised they had stronger Ues to their communitiesthan households without children. Whattiffs reveals is a complexrelattormhlp betweenthe marketfor EVsand life cycle. Thus, we do not expect response to EVsto be a smooth funcUonof progression througha series of life cycle classWlcations. Whenwe examinethe choices of our respondents and cross-classify them by our hfe cycle defmiUons,wesee just the type of complexrelationship discussed above. As seen in Table 5.5, it is impossibleto discernan orderly, sxgtfificant relationship. Cells in the table that have disproportionately too manyresponses (comparedto the null hypothesis of independence)are shownin bold. Table 5.5: Vehicle Choice by’ Life cycle Life cycle Vehicle Choice Observed Count NCRAs Count CIAs C2As C3As C3SA 4 6 1 5 0 0 16 Community EV 13 2 5 2 1 1 24 Regional EV 38 24 27 17 1 4 111 Hybrid EV 21 11 3 6 2 1 44 Gasoline, Reform. 55 25 26 22 7 9 144 Natural Gas 32 11 6 79 Total Count 163 79 Neighborhood EV NCAs Total m 15 77 12 64 3 14 21 [[ Notes:Thefivelife cycleclassificationsare definedas follows. * NCAs = nochildren, twoare moreadults (not retired) C1As = youngest childage5 or less, twoor moreadults(not retired) - C2As ffi youngest childbetween the agesof 6 and15inclusive,twoor moreadults(not retired) - C3As = youngest child aged16or older, twoor more~ qts (not retired) . C3SA = youngest cbaldaged16 or older, singleadult ~ .rettred) ® NCRAs = no children, twoor morereared adults On-square tests are not presented sincethe expected cell frequencies of severalcells are toosmall 418 IOl Wedo maketwo speculative observations regarding the households that selected NEVs.First, householdswith two or moreadults in whichthe youngestchild is less than 5 years old or greater than 16 years old chose NEVsmoreoften than we wouldexpect if vehicle choice and life cycle were independentof each other. Second, neither those householdsmadeup of single parents whoseyoungestchild is older than 16 nor those of retired persons were likely to haven chosen a NEVin the choice exercises. These; tentative conclusxonspoint to the complexitiesof identifying marketsegmentsfor such diver:~e vehicles as presented in this survey. Across our wholesample(not just NEV choo.,;ers), the C3As(two or moreadults, not retired, with the youngestchild older than 16) have the highest average household income(primarily because they have morewageearners). Both the groups from which no household chose an NEV--smgle,working adult with youngestchild older than 16 and retired adults with no children--on average have the lowest incomes. Thus we might conjecture that higher incomehouseholds are moreinclined to buy NEV:sthan lower income households. However, the household category C1As(youngest child age 5 or less, two or moreadults), contains moreNEVchoosers than we expect, yet also has aJa average incomeless than C3As. Thechoices of other youngfamilies that did not choose a NEVprovide further ewdencethere is no orderly relataonship betweenincomeand vehicle choice. Householdsin category C1As were morelikely to choose the moreexpensive (on average) regional and hybrid EVsthan expea’ted. In fact, wesee in Table 5.5 that these householdsare as likely to choosea regional EVas they are to choosea reformulatedgasoline vehicle. Householdswith the lowest average incomes--retired adults and single parents with older chil&’en--disproportionatelychose gasoline vehicles. This could be related to their income,as gasoline vebicles are marginally cheaper than other types of vehicles. Onthe other hand, rettred householdsliving on fixed incomesmaybe less willing to risk experimentationwith a newvehicle type. In householdsof single adults with older children, it maybe that household membersmakerelatively autonomousdecisions about vehicle purchases. Thus despite their high ,household vehicle ownership,individuals in these types of householdsmaynot have the sameflexibility of vehicle use as individuals in householdsthat makejoint or cooperative vehicle purchase and use decisions. As a final note on the role of life cycle on NEV choice and as an introduction to the next section, in Table 5.6 below, we look at whichhouseholdsdecided their next newvehicle wouldbe an additional vehicle in their household,not a replacementfor an exasting vehicle. 102 Across the wholesample, only 13.6 percent (57 of 420) of householdsindicate that the next newvehicle they purchasewill be an additaonal vehicle. Of all the hfe cycle groups, only those householdswith two or moreadults whoseyoungest child is older than 5 or older than 16 chose to add vehicles to their holdings moreoften than we expect. Nearly 27 percent of households madeup of two or moreadults whoseyoungest child is older than 16 chose to add another vehicle--nearly twice the rate of the wholesample. As wewill see in the next section, a household’sability and desire to add morevehicles to its fleet facihtates the choice of a NEV. Table 5.6: Life cycle by WhetherNewVehicle will be an Addition to the Household Stock of Vehicles Next new vehicle an addition to the Total Life cycle household fleet? Observed RowTotal Observed Count No, replace a vehicle Yes, add a vehicle CIAs 73 7 C2As 64 13 77 C3As 47 17 64 C3SA 12 2 14 NCAs 146 18 164 21 0 21 NCRAs Test Likehhood Ratio Pearson 57 il II 363 chi-squsre Prob.>chi-square 17.108 15.760 8O 420 0 0043 0.0076 Changes in Household Fleets In theprevious chapter on thehousehold NEVtrials, we chscussed howhouseholds incorporated a NEVintotheir stock of vehicles. In somecases, there wasthepossibility of a simple one-for-one substitutmn. In otherhouseholds, whiletheNEVcouldbe incorporated 103 into the householdfleet, we can not say the NEV"replaced" a vehicle because the household mayhave madesubstantial reassignments in howthe household’s vehicles were used. In such a household, we say the NEVdisplaces a gasoline vehicle. Several households discussed the possibility of the NEVbeing an additional vehicle. In a few householdswith younger children, parents speculated that such an addition might be coordinatedwith a child becoming old enoughto acquire a license to drive. It is difficult to distinguish betweenreplacementand displacementof a vehicle with the data in the statewide survey. However,as we stated in the previous section, we do have data on whetherthe chosen vehicles were additions to each household’sfleet of vehicles. Wecross-tabulate this data by vehicle choice in Table 5.7. Table 5.7: Vehicle Choice by WhetherNext NewVehicle will Household Stock of Vehicles Vehicle Choice: Next new vehicle an addition to household fleet? Observed Count No Yes be an Addition to the Total Observed RowTotal Neighborhood EV 11 8 19 Cornmtmity EV Regional EV 23 5 28 I03 16 119 41 3 44 135 78 19 154 10 88 Hybdd EV Gasoline, Reform Natural Gas Total [] Test Likelihood Ratio Pearson chi-square 12.332 15.978 391 61 ~ 452 Prob.>ehi-square 0.0305 0.0069 Thoughthe test statistics indicate a significant relationship does exist betweentype of vehicle and whetherthat vehicle is an addition to the householdfleet, the chi-square test depends almost entirely on differences in households that chose NEVs.Householdsthat chose NEVs ~re far morelikely to state that this vehiclewill be an additional vehicle in the householdfleet wewouldexpect if choice of vehicle type and the decision to replace or add a vehicle were ¯nt. AmongNEVchoosers, 42 percent of households stated the NEVwould be an 104 additional vehicle in their fleet. Further, if wecross-tabulate all three variablesmvehicletype, life cycle, and add a vehicle--we find that amongNEVchoosers whobelong to the two life cycle groups whochoose NEVsmoreoften than expected, 60 percent say the NEVwill be an additional vehicle. Across the entire sample, only 13.5 percent of all householdschoose, to add an additional vehicle and only 12.3 percent of householdsthat choose a gasoline vehicle. Thehigh level of vehicle ad&fionsshould not lead us to believe that NEVswere only chosen as ad&fionalvehicles. It is still true that mostof all NEVchoosersindicated the NEV will displace or replace one of the household’scurrent vehicles. It is also true that virtually all the households in which the NEVw~not an additional vehicle, already ownmore vehicles than they havelicensed drivers. Theavailabdity of a "long range" vehicle is never a constraint on any of the households’drivers, thus at is relatively easy for themto adapt to a NEV. The adaptations required by the householdsthat chose a NEVmaybe relatively minor, given that someof the householdsare simply adding a NEVto then" stock of vehicles. Further, most of those households in which the NEVdisplaced a gasoline vehicIe already ownedmanycars and trucks. However,simply by choosing an NEV,most of these households are makingan adaptation or adjustment, comparedto their original velucle purchaseintentions as expressedin Part Oneof the survey. In Part Oneof the questionnaire, we asked householdsto teU us about the next newvehicle they thought they wouldacquire. Weasked themwhat the body style of that vehicle was most likely to be. Wedefine this to be their preferred body style. Weatso asked respondentsto consider a defining trip purpose for their cholce of bodystyle. Weprovidedthemwith the exampleof a householdthat buys a sport-utility vehicle to makeweekendski trips, despite the fact the vehicle is used for commuting to workmostof the time. In this case, the defining trip purposethat leads to the choice of a sport-utility vehicle rather than someother bodystyle is "weekendtrips". Oneadaptation wesee is the choice of an entirely different bodystyle and intended use for the next newvehicle. Weexaminethese changes in body style choices and intended use of the next newvehicle below. Changesin Body Style Choices qince NEVsare not part of the choice set from which consumersnowchoose vehicles, the ¯,ice of a NEVin our survey requires a changeof bodystyles. In Part Oneof the donnaire, weasked our respondents about their most likely choice of bodystyle for their ¯ , vehicle. In Part Four, we then offered thema variety of vehicles-but not all offered in all bodystyles. Noelectric vehicle could be had in a full size body 105 style. Therefore welabel all small, compactand midsize body styles (including minivans) "EVbodystyles" and full size bodystyles as "non-EVbody styles". Wecross-tabulate their preferred (most likely) bodystyle choice fromPart Oneby their actual body"style choice m Part Four (irrespectave of motive power)in Table 5.8. Weshowthe expected values for each cell, as well as the observedvalue, to highlight the strength of the relationship. Cells in whichthe observedvalue is larger than the expectedvalue are shownin bold. Table 5.8: Actual Bodystyle Choice by Preferred Body style Body Style of Body Style Preference for next New Vehicle Chosen Vehicle Total Count Expe,cted Non-EVBody Style Non -EV Body Style EV Body Style 60 10 34.45 35.55 Observed Count 7O 205 I50 174.70 NEVBody Style EV Body Style 8 355 180.30 10 8.86 18 9.14 r, Test LikehhoodRatm Pearson 218 225 !ichi-square Prob.>chi-square 48.292 44.358 IJ 443 0.0000 0.0000 Wedrawthree conclusions. First, across the entire sample, people were far morelikely to choosea bodystyle in Part Fourthat wassmaller than their stated preference for the bodystyle of their next newvehicle in Part One.Second,there is almost no switchingto larger cars. Onlyten of the 225 people whostated their likely bodystyle choice wasone of the smaller EV bodystyles chose a larger, non-EVbodystyle vehicle in the choice exercise. Again, across the entre sample, wereject the hypothesis that bodystyle preference and bodystyle choice are independent.Overall, there is a pronouncedshift to smaller bodystyles. Forty-nine percent of the sampleindicated their imtial preferencewasfor a full-size vehicle, yet only sixteen percent 106 choosea full-size vehicle in Part Four. Whenweighing(~,:dres, needs, optaons, and prices most people choose a smaller vehicle than whenasked fo~ an unrestricted preference. Thethird conclusion has to do with the body style choices of the householdsthat chose NEVs. Nearly half the householdsthat chose a NEVindicated they wanteda full-size bodystyle for their next new vehicle. Thus manyhouseholds that chose NEVschangedfrom a preferred body style that in no wayresembled the NEVthe chose. The observed and expected values for NEV bodystyles in Table 5.8 are very close and these table cells contribute very little to the statistical sigrfificance of the overall table. This statistical independence signals that something substantively important is happening.Whilethe statistical expectation is one of independence, substantively we expect that only people whoare already considering the purchase of a small vehicle wouldconsider a vehicle as small as a NEV.Yet nearly half the people whochose a NEVhad previously stated they preferred a full size vehicle. Thesehouseholdsprovide examplesof people willing to construct an entirely different householdfleet whenoffered a NEVthan they maght otherwise. Intended uses of the NEVs Besides changesin bodystyle, the choice of a NEVmaychangethe intended use of the next newvehicle. After our respondents madetheir vehicle choice in Part Four of the questionnaire, we asked them to reflect on the defining trip purposeand tell us whetherit had changed. These defining trip purposes are shownin Table 5.9 for households that chose NEVs. TableS.9: Definin 9 Trip Purposes for Households which chose NEVs Def’m~~,~ trip purpose for ~e NEv Definingtrip purposefor the next (from, ~rt Four) newvehicle (form Part One) Count Commuteto and fromwork Commuteto and from work 8 Commuteto and fromwork Weekendtravel 1 Commuteto and fromwork Other 2 Chauffeur familymembers Chauffeur family members 1 Business errands Business errands I Runlocal errands Commute to and fromwork 1 Runlocal errands Weekendtravel 2 Other Other 1 107 Householdswhodiscover a NEVwould be suitable commutervehicle makeup the largest single group. Twoother households found that NEVscould be used for the trap purpose that defined their likely next newvehicle---chauffeunng non-driving family membersand business errands. In each case, the defining trip purposefor the NEVwasampor type of trip that entails travel on local, low-speedtrips for that household. Patterns of Daily Vehicle Distances Identifying generalcharacteristicsof the households that chooseNEVs,to identify likely NEV marketsegments,is mademoredifficutt by the variety of different travel patterns that those hou,~eholdsexhibit. Accordingto the travel they recordedin their 3-day diaries, wecan classify the NEVhouseholdsinto three broad categories based on the distances traveled and each driver’s ability to completethe travel containedin their diary withouttraveling on freeways, expressways, or other high speed roads. Weuse the samecategories we used in the previous chapter on the householdvehicle trials. Each group must makeprogressively greater changes to accommodate an NEVin then" household stock of vehicles. Five households have travel that appears pre-adaptedto NEVuse. Neither of the household vehicles traveled morethan 40 miles on any of the three days and both drivers indicated it wouldhave been possible for themto completeall three days without traveling on a high speed road. Thetravel of four householdscould be easily adapted to a NEV.In these households, one vehicle in particular is usually used for long distance travel, evenon a daily basis. The other vehicle therefore travels less than 40 miles every day. As with the previous group, both drawersindicate they could have completedall three diary days without traveling on a freeway or expressway. These two groups might makesomeminor adjustments in either their travel or vehicle ownership to accommodatea NEV,but do not necessarily have to makethem. The last group must makesome adjustments to accommodatea NEV.To explain howthe seven householdsin this last group could use a NEVrequires reference to information other than the characterisUcs of the travel diaries. Fromthe diaries welearn that on any given day, either or both of the following are true--neither driver could have completedmorethan one of t,heh" three travel days withouttraveling on a high speed road and at least one, and sometimes bo~t, vehicles travel morethan 40 miles. To use a NEV,these householdsmust either make changesin their choices of routes or destinations, makean exclusive assignmentof the NEVto one driver (with no opportumtyto use vehicle swappingas a strategy to overcomea potential problemcreated by the range or speed limits of the NEV),the NEVmust be an addition to the 108 householdstock of vehicles, or if the NEVdisplaces one of the household’scurrent vehicles, that householdmust already ownmore~ehicles the- ~t has drivers. Conclusions Th~=xlall apparent market share wonby NEVsin this study of newcar buying households in California should not be taken as evidencethat such a marketis too small to be viable. The householdssampledfor this study represent a very difficult test for the NEVconcept. These households live in highly suburbanized cities and towns. The dispersed land use development and roadwayinfrastructures in these communiUes have been designed for automobiles capable of long distance, high-speed travel. If the bad newsis few householdsm our sampleappear willing to buy NEVs,the good newsis any households at all are willing. Within the expanses of our suburbanized metropolises, somehouseholds have madechoices about homelocation and vehicle ownerslup that allow them to consider and choose a NEV. While the numberof households that choose a NEVis too small to allow defmiuveconclusions regarding the size of the market for NEVswithin the subset of newcar buyers sampledfor this study, these householdssuggest that several of our premisesand earlier conclusionsare credible. Wehave emphasizedthe h’aportance of the interaction betweenhouseholdactivity space and physical infrastructure in defining markets for NEVs.Thehouseholds in this survey that choose a NEVdemonstrate that somehouseholds living in suburban communitiesaround the state can visualize that NEVs providethemaccess to an importantpart of their activity space. Theydemonstratethat householdsare willing to construct entirely different household fleets of vehicles around a NEV,lending credence to our premise that householdvehicle purchasedecisions are based on the vehicles the householdalready ownsas well as the vehicles they are considering for purchase. The householdsthat choose a NEVreinforce the conclusmnwe have previously maderegarding the= LVmarket, namely that people whochoose EVsregard themas practical transportation tools fn’st, and as expressions o~ .~nvironmentahsm second,if at all. This sample of householdsthat have considered a variety of vehicles and chosen a NEV demonstratesthe difficulty in identifying marketsfor NEVsby moretraditional descriptors of market segments. Webefieve that most households that chose a NEVdid so because their travel and vehicle ownershippatterns were already adapted to NEVuse or the household was willing to add the NEVas an additional vehicle. Wecannot ignore that NEVscost less than other vehicle types within our experimentaldesign. Neverthe less, a householdwouldnot choose a velucle they could not use. These households appear to be no more mouvatedby 109 envtronmentalconcerns than are the householdsthat chose any other EVand they are on average certainly no morelikely to believe that large, tmme&ate lifestyle changesare required to address environmental problems. Thus, to some households m suburban Cahfornia, NEVs will be seen as entirely suitable meansto maintainthe mobility that comesw~thmultiple vehicle ownership, but at a greatly reduced cost° Their minimalemissions are an advantageand home rech~a’gmga convenience--butwe see nothing in the data to suggest that NEVsare chosen for any other reason than that they providepractical transportation. The life cycle groups that do, and do not, choose NEVsmust be interpreted with care. While we did expect householdsof mxddleage parents with children to be moreresponsive to EVs (based on prior research), the low cost of NEVsconfoundsany expectations we mayhave had based on household income. The apparent disinterest toward NEVsshown by households madeup of retired persons should not dissuade us from believing that householdsof retired peop]!e will be an important market for NEVs.These householdsin particular highhght the importance of the specific communityin whichthe NEVmight be used. Whileit is possible that rettred householdsin our sampledid not choose NEVsbecause they do not foresee enlarging their stoek of vehicles and maybe conservative regarding newtechnology, we need only recall the case studies of PalmDesert and SunCity to knowthat within appropriate environments, retired households will be important NEVmarket segments. II0 Vi. CONCLUSIONS: MAE ETS FOR NEVs Cynthia Dettelbach. In the Driver’s Seat: AStudy of the Automobilein AmericanLiterature and Popular Culture. "...while the energy crisis maychangeconsumerbuying habits--from large, gas gulling models to smaller, moreeconomicallyrun cars--it will never changethe basic premisesunder whichcars are boughtin the first plac~o. The phenomenon of space as well as the itch to conquerit will alwaysbe w~thus..." One Size Does Not Fit All Dettelbach develops four themesin her analysis of Americans’relationship to the automobileas expressedin literature and popculture: youth, ..’ .edom,success and possession (Dettelbach, 1974). Shedevelopseach themeas thesis and antithesis. If the auto at first liberates, it also enslaves. If first we possess it, it ultimately possess us. As she makesclear in the quote above, her analysis of popular culture mdlcatesth:" Americansbuy cars (in part) to conquer space. Whilethis is undoubtedlytrue, wewould~ incon’ect to refer that all cars must conquer vast distances. Thekey to introducing small cars is dispensingwxththe "one size fits all" mentality that pervadesthe transportation system (Garrison and Clarke, 1977). It is true that many,and perhaps most, Americanslive in communitieswhereactivities are separated by spaces seeminglyinsurmountableto pedestrians and cyclists---further separated by the inhospitability to low speed modesof the roadwaysthat conveniend)tink activities via automobiles.However,werecognizethat not aI1 vehicles that can link activities within a city, must also be able to travel from one city to the next. As weand others have cogently argued elsewhere, the openingof markets for NEVsrequires changesin rigid safety regulations that discourageinnovation, auto makerhostility to small cars, standardized infrastructure designs that discriminateagainst small vehicles, and traffic control rules that serve only large vehicles. The point we makehere is that opening markets for NEVsalso requires households to specialize their vehicle holdings. Wemaystill wish to drive the openroad, but as a matter of gaining daily access to activities, NEVsmayserve us well one travel tool amongmany. Defining Neighborhood Electric Vehicles Thegeneral defining characteristic of NEVs is their specialization for local travel. As such, they will have limited range and low top speeds and thus, low energy storage and low power needs. Consistent with keeping energy arid power requirements low, NEVswill be small. Theywill likely accommodate two or three persons plus storage space, but somemaybe larger so as to accommodate families with children. Wee"~" :slon that NEVswill range from top-end III vehiclIes that are intendedto travel on arterial streets at speedsof up to 45mph,to bottom-end NEV,;, with top speeds of about 25mphJBottom-endNEVsmight have separate right-ofways, only mixing with other motor vehicles in specialmedcircumstances, such as streets with stringent vehicle speed and size restrictions. Wesee little reason for the driving range of NEVs to exceed40 miles or so, since they will only be driven on sequencesof short trips and can be readily rechargedeach night. Wereturn to this definitiorl after a discussion of NEVmarkets. NEV Markets are defined first by places, and second, by people Thetheoretical construct we employedto provide a unifying thread to the research presented in this report is the householdactivity space. Weexplored with householdswhether they would be abte to access the activities that makeup their daily lives using a householdfleet of vehicles that included a NEV.Within this framework,we conclude that, unlike gasoline vehicles which can be marketedalmost independently of where they are intended to travel, markets for NEVs will l:e def’medprimarily be characteristics of the environmentsin whichthey are intended to be used, and secondarily, by characteristics of persons. That is, the samegasoline car is sold throughoutthe state, the country and the world. Marketsfor those cars are differenttated primarily by the characteristics of the people to whomthey are sold. NEVs,because they have speed and range limits, cannot be driven everywhere. Therefore, markets for them are defined prim~u’ilyby characteristics of the places the vehicles are intendedto be driven. Becausesmall, low speed, short range cars are so far outside the experience of consumers, marketresearch methodsthat engageconsumersin reflection on their travel needs and desires are required. Weemployeda variety of such research techniques. Wetested specific hypothesis about the market for NEVswithin a frameworkthat incorporates the real behavior of householdsinto their deliberations regarding NEVs.Four of the market segmentswe examinedwere residents of resort and retirement communities,environmentalists, EV hobbyists, and multi-vehicle households. Weexplored the assumptionsthat led to the imtial choices of these hypothetical market segmentsby also examiningsomehouseholds outside these., groups. Within these market segments, we found that advance tecbaucal knowledgeof EVsand strong environmental convictions have muchless to do with responses to NEVsthan does a household’sability to visualize a NEVprovidingpractical access to householdactivities. 1 Etectfc-assist bicycles are considered by someto be NEVs.Wedo not include them mthis discussion since there are few pohcy,infrastructure or markeung~ssues that dlfferentaate electric-assisted fromnon-assmted bicycles In fact, electric-assist btcycles enjoy the advantage,relative to other NEVs,of already being exphcitly recognizedin vebacle codes. 112 An exampleNEVmarket defined by location: retirement age households Aprevious feasibility assessmentof NF"~, did not find differences in responsesto the concept of NEVsacross different types of households (Theodore Barry and Associates, 1992). Wetoo fred that manytypes of households are responsive to NEVs.But we also find that differences in responses betweenand within householdtypes are related primarily to place and location, and secondarily to persons and households. For example, we found wide spread purchase and use of electric golf carts for general transportation amongstretirement age householdsmgolf resort communities,yet in our statewide survey, no retirement age household chose a NEV. It is the differences betweenthe location the retirment age householdsin these two samplesthat explains &, erences in their response to NEVs.Householdsin the golf resort commumties of PalmDesert and SunCity are already driving NEVsbecause of supportive local institutions, NEV-amenable roadwayinfrastructure, and activity and lifestyle choices that favor ownership of a golf cart (a low performanceNEV).For the statewide survey, we did not sampleform either golf resort townsor other small townsor resort locations that weexpected,a priori, to be favorable to NEVs,rather we sampled from the large urban and suburban metropohtanareas of the state. Theretirement age householdswholive in these communitiesare malangdifferent activity and life style choices--different choicesdriven, in part, by differences in the characteristics of the locations in whichthese householdsreside. Retirement age households in the statewide survey did not chose NEVsfor two reasons. First, across all householdsin the survey, if the next newvehicle the householdintends to buy is to be an addition to the househotd’svehicle holdings, then that householdis morelikely to choosea NEVthan if the next newvehicle is intended to displace an existing vehicle fromthe household’sfleet. Retirementage householdswere far less likely to be planning to add another vehicle than were any other household types. Second, the single most common reason for the purchase of the next newvehicle amongretirement age households was weekendand vacation travel--a use clearly not compatiblewith the purchaseof a NEV. Throughthis example,weillustrate the detailed insights into the marketfor NEVsthat can be developedthrough the application of activity analysis and the importanceof implementing appropriate market research tools. If wehad conducted only the storewide survey, we would have inappropriately concludedthat retirement age householdsare not goodcandidates for NEVpurchase. Instead, we supplementthe conclusions of the statewide survey with the results of a study focused on locations amenableto NEVsin which retirement age households reside. Weconcludethat the activity, life style and vehicle choices of these older households are compatible with NEVs.Outside these NEV-friendlylocatious, retirement age households 113 ! are morelikely to be limiting and reducing then" vebacleholdings (thus reducingpossibdities for vehicJe speciahzation) and buying vehicles whoseintended use is not compatible with the speed and range constraints of NEVs. Answers to the initial Research Questions Twoquestions that we set out to answer about households’ responses to NEVswere these: ¯ "Will households create NEVactivity sub-spaces?" - "Is the existence of these NEVactivity sub-spaces a necessary con&tionfor householdsto include NEVs in their choice sets for their next vehicle purchase declsions~" Creating NEV Activity Sub-spaces Theanswerto the fn"st questionis yes. Wefoundmthe weeklong vehicle trials that householdswhouse several distinct travel modesorganize their activities into sub-spaces defined by the travel modeused to access those activities. In householdsthat use both automobilesand bicycles, each modeis used to regularly access distinct sets of activities. In the case stu&es of SunCity and PalmDesert, wesaw that householdsconstructed activity subspaces that they accessed by golf cart. Thesecart activity spaces included recreauonand social activities located at golf courses and community centers, as well as shopping, bankingand other personal business errands located near home.The participants in the EVand NEVrideand-drive clinics whochose NEVslived in the downtownarea of Sacramento. A NEV providedaccess to an importantsub-set of their activities as so manyof their activities were located near their residence and were accessible by suitable streets. Householdswho participated in the week-longvehicle trials in both Davisand Sacramentocould be differentiated into those whocould construct sub-sets of their activities access~le by NEVsand those who could not. Webelieve therefore it is entirely plausible that somehouseholdswill be able to const~ruct distinct sets of activities that they access by NEVs.Thesesets of activities are what we c~l the NEVactivity subrspace. NEV Activity Sub-spaces and Vehicle Choice Sets To answer the second question, we makea distinction here betweenwhether a NEVis included in a household’svehicle choice set and whetherit is included in the household’svehicle fleet. Vehicles in the household’schoice set are those vehicles it considers for purchase; a household mus~buy a NEVin order for it to be included m the householdfleet. Theexistence of a viable NEVactivity sub-space is a necessary pre-condiraon of whether a household includes NEVs I14 in its vehicle choice set. The formation of this NEVspace is a necessary condmonfor householdsto consider the purchase of a NEV.Before L" : ~eholds will include a NEVin the set of vehicles they will consider buying, they must visuahze the possible activity sub-space the NEVwill access. Theymust assess whethertlus sub-space is sufficiently different from that accessed by someother travel modeavailable to the household, and evaluate whetherthe NEVactivity sub-spacecontains sufficient activities to warrant inctusmnof a NEVin the household’s fleet of vehicles. Wefind no evidence that any household was so motivated by env/.ronmental goals or fascmauonwith EVtechnology that they wouidbuy a NEVif it chd not pmwdevalued transportation services to the household. Activity Space and NEV Market Potential Wefound that NEVpurchaseand use Is mostlikely when: a high density of the household’sactivities are located within a compact geographic area around a locatton at which the NEVwouldregularly be charged, usually homebut possibly also work; these householdactivmes are accessible by low speed, or otherwise appropriate, streets; the householdhas few binding authority constraints or binding coupling constraints associated with its routine activities; and the householdhas a high degreeof flexibility in assigning travel tools to household members(because of high automobile ownership, use of multiple travel modes, or a compatible structure of links betweenhousehold members’ activities). Householdsthat rejected the notion of buying a NEVdo so for one (or more) of three masons the small size of NEVs(expressed as a response to passenger occupancy, cargo capacity or safety perceptions of small vehicles) ruled themout; the speed limitation of the NEVscreated a binding capability constraint that precluded travel on somecrucial roadwaynetwork links to important activities; or the NEV-space was not clearly differentiated from the activity sub-space of somesuperior (cleaner, cheaper, safer, bigger, etc.) modeor modes. Acceptingthat a householdmust fast be able to define someuseful NEV-acttvityspace prior to competently imagining a NEVpurchase decision, our workleads us to someconclusions about the possible markets for NEVs. 115 Compact Activity Space Accessible by Surface Streets To plan for, and market, vehicles that are not capableof long-distance, high-speedtravel, weneed to shift our perspective. Weneed to shift from our stereotypical vision of our sprawling, urban metropolises and begin to look for those householdsthat can reapportion their activity spaces into a local activity space, accessible by a lowspeed, short rangevehicle and an activity space that requires a high speed, long range vehicle. Weneed to focus on providingaffordable, clean transportation options to urban residents whocan and will allocate their travel to specialized vehicles. Weneed to developdemonstrationprojects and other learnJ~ngexperiencesfor consumersto foster the reflection and visualizataon required to assess their abihty to adapt to a vehiclespecializedfor local travel. Part of this shift requires that weexaminehouseholdactivity space, rather than geographical space itself. Theportion of any given urban area that correspondsto any one household’s acuvity space will be muchsmaller than the urban area xtself. Wittunthese smaller spatial units centered around householdlocations, NEVsmayprovide a superior transportation option to manymulti-car households, allowing themto maintain a high level of accessibihty at a lower cost° If we can identifying these households, we can develop markets for NEVsOnce we haveidentified these households,wecan construct aggregates of their activity spaces to guide possible infrastructure and land use changesthat maybe helpful, or required, to allow households to actually buy and use a NEV. NEVs in Household Vehicle Fleets A householdthat combineselectric and gasoline vehicles in its stock of vehicles is one example of what wecall a hybrid househoM.In contrast to a hybrid vehicle that combinesdifferent propulsion systems in one vehicle, a hybrid householdchooses two vehicles with different propulsion systems and then must allocate household travel accordingly. A householdthat chooses to buy a NEVwouldbe a hybrid householdand wouldhave to realloeate travel to its vehicles based not only on range, but also on speed, passenger and payloadcapabilities. Thecase studies of golf resort eommumties, the householdvehicle trials and the statewide survey all provide information on howhouseholds can and will becomehybrid households. Householdswill change their stocks of vehicles, and changehowthose vehicles are used, in order to accommodatea NEV.The case stuches of PalmDesert, California and Sun City, Arizonaindicate the real potential for householdsto restructure their vehicle holdings so that a smaLll, clean, lowspeed vehicle displaces the use of a full size gasoline vehicle for someof that vehicle’s mostpolluting trips. Particularly in SunCity, with its long history of golf cart 116 use for local transportation, weheard evidencein our focus groupsand interviews that householdsdisplace an automobilew~th a golf cart. PalmDesert’s morerecent experience has yet to producea preponderanceof evidence for such shifts m vehicle ownership. However,we found no reason to believe that manyof ~ts residents wlll not give up one gasoline car, becominghybnd households, as they becomefamd~ar with the new roadway infrastructure, accustomedto accessingnon-golfactivltaes in their carts, and habituated to seeing golf carts on the streets. Thein-depth interviews conductedafter the week-longvehicle trials allowedfor discussion of which vehicles could be displaced by a NEVand what adapUvestrategies households use. We heard households of hrmted financial meansmakecogent argumentthat a NEVcould be their only vehicle. Weheard howsome households could &splace one of their gasoline vehicles with a NEVand we heard households express a desire to add a NEVto their vehicle holdings. Weobserved households construct hypothettcal household fleets that included NEVs. The process of developing these newhypothetical household fleets indicates NEVsmay also represent a superior transportation option to used ICEVs.Wesawthat manyolder cars were driven primarily for local travel becauseof then" bagh cost of operatmnand perceived unreliability. If NEVsare mexpenswe to buy, cheap to operate and reliable, then they mayrepresent a superior transportation option even in householdsthat do not nowbuy new vehacles. This competiUonwith used ICEVsopens the immediatepossibility of NEV ownershipto manyhouseholdswhomight not otherwise participate in the market for electric vehicles until there are manyused, freeway-capableelectric vehicles. Theseinterviews reveal that often speed and range are not the important limits on NEVuse. Rather, a NEV’slimited passenger and payloadcapacities will often cause a gasoline vehicle to be used on a given day or for a given trip whena NEVcould have otherwise been used. In using their temporaryhouseholdfleet during the NEVtrial week, the coupling constraints imposedby links between the activities of household members(and non-householdmembers) often caused a gasoline vehicle to be used whena NEVcould have otherwise madethe trip(s). Theresults of our statewide survey indicate that, even within the suburbanland use patterns of California’s cities, somehouseholdscan displace a gasoline vehicle with a NEV.Someof these householdsownmorevehicles than they have drivers, thus allaying any fears the limited speed and short range might "strand" a household member.Others of these households, with the meansand moUvation,wiUadd a NEVto their fleet of vehicles. These households made choices of limited range, low speed vehicles that could provide themwith practJcal, affordable 117 transportation within the context of their ownactavlty space and the fleet of vehicles that they would construct around a NEV. The fide-and-drive clinics confa’medthat common measures of household soclo-economic, demographicand attitudinal characteristtcs are less useful in identifying possible NEVmarkets than are the actiwty space concepts used throughoutthis research. Further, the response of EV hobbyists and environmentalists to NEVsare driven less by speciahzed knowledgeof EVs, envhonmentalattitudes and incomethan by the location of the household,its activ:ties, and its fleet of vehicles and other available transportation opUons. New Vehicle Ownership Arrangements In adaplanga NEVto their use, manyhouseholdsin the vehicle trials speculated about the posstble, beneficial effects of newvehicle ownershiparrangements. These discussions followed two lines: arrangementsin whichthe household wouldnot have to buy the NEVitself and l~us wouldnot have to absorb the risk of this newvehicle type; and, arrangementsthat wouldallow the household to ownonly NEVs,but have easy access to a long-range, highspeed vehicle. Examplesof the fast type wouldbe NEVsoperated as station cars or employerprovided vebacles. Examplesof the second include cooperatives that rent ICEVsto their membersor expanded, neighborhoodlevel availability of commercialrental ICEVs. Ownershiparrangements in which an employer or other vehicle provider owns the NEVsand rent:; or leases themto employeesare potentially valuable waysto provide consumerswith expe, rience with NEVs.Large institutional buyers, whomight otherwise be goodprospects for NEVsfor their ownfleet use, could operate NEVdemonstration programsfor their employees. PotentiaUy, manylarge industrial, commercial,educational or health-related complexescould use NEVsin their ownfleets of vehicles and in demonstrationprojects for their employees. Ma~rket Niches for NEVs Ourefforts to distinguish hypothetical early market segmentsfor EVsand NEVsmet with mixedsuccess. Ourefforts to identify NEVbuyers by characteristics of the households themselvesrevealed a complexset of relationships that chd tittle to clarify whowouldbuy NEVs.The concept that consistently identified households amenableto NEVpurchases was the householdactivity space. Aboveweprovided a description of householdactivity spaces that were amenableto NEVuse, but becauseit is multi-dimensional(including not only space and time but also types of activities, householdrelationships, and available travel tools), virtually no existing surveys of householdsor travel provide us all the informataonneededto 118 identify those households. Oneuseful wayto employthe concept is to rephrase the answerto the question of whowill by NEVs.Rather than attempting to answer the que:~:1on using only characteristacs of the people whorepresent particular market segments,we describe some possible NEVmarket niches belowby identifying characteristics of the environmentsin which the vehicles wouldbe used° Oneimportant niche for NEVsis resort communitiesand faclhties. These are often located on mountains,at seashores, in deserts and mother environmentallyfragile areas, whereclean and uncongestedenvironmentsare highly valued. A subset of this market niche is ownersof second homesin vacation areas. Anothersubset of this market roche is areas such as naUonal and state parks where vehacle exhaust is damagingumquenatural environments. Oneplausible strategy for heavily used natural environmentsis to ban gasohneand diesel vehicles and replace themwith electric buses and NEVs.Proposals to severely curtail automobileaccess to places such as Yosen’ute Valley have been &scussedfor years. Evenif automobiles were allowed access to the valley, they could be limited to entry and egress only, with all vebaclemovements witban the valley madeby transit or rented NEVs. A second niche is neighborhoodsand towns where speeds are controlled and the communitaes are receptive to NEVs.Again, a sub-groupof these is resort towns. The possible markets in resort townssuch as PalmDesert for small, light-weight, electric vehicles are large. Interstate 10 and State Highway111 m California’s Coachella Valley string together a long series of such resort towns. Other golf resort clusters and communitiesexist throughout California and more are planned. Oneimportantfeature of resort clusters is that the estimates of their permanent resident population grossly understate the potential market niche for NEVsbecause resort ~wnsexperience large seasonal changesin population. One&sfinguishing feature of our tocus group participants in both PalmDesert and SunCity is that they are permanentresidents of those towns. Thelarge influx of non-permanentresidents in winter increases the possible market for small, low-speedvehicles. In fact, these migratory households maywish to have a NEVat both their sunny, winter homesand at their summerhomes. Golf resort communitieshave a large existing population of small, low-speedvehicles. In communitiesthat lack an existing population of golf carts, it maybe harder to demonstratethe samelatent demandfor the use of a cart-like vehicles. A numbe~: non-resort communiUes aroundCalifornia are currently seekinglegislation to allowthen: , :~ngagein golf cart demonstrations~ch as PalmDesert’s. While they are unnecessarily limiting then" focus on a very specialiTex~vehicle, these townsare clearly demonstratingan unterest in small, low-speed vehicles. Thesecommunitieswill require either a coordinated effort to simultaneouslyprovide 119 vehicles and infrastructure or the availability of NEVs that are able to mixwith existing traffic on most existing streets. A third marketniche is newresidential, maxeduse, or industrial developmentsdesigned specifically for NEVs.In California alone, neighborhoodelectric vetucles are being considered as integral elements in some newtown developments. Somedevelopers are considering providing a NEVwith someor all homessold in the newtowns. The potential market in these new1ownsis in the hundredsof thousands. Industrial parks are another exampleof land use patterns that could readily be designed to accommodate NEVs. Thougha fourth marketniche is seeminglyidentified by characteristics of the people who might use NEVs,we can define thts niche more generally as "persons whomovethrough a tightly circumscribedactivity space." This group of people includes mobility-impaired indiwduals, estimated to include about 10 million people in the U.S. NEVsare easy to drive partly because they operate at slow speeds and are small and easy to maneuver.This ease of driving can be enhancedby specialized controls, similar to the thousandsof motorized wheelchairs and manyretrofitted gasoline vehicles. Anotherenhancement is the use of partially or fu~tly automatedcontrols. Partial controls could be installed on NEVsto aid with steering or braking and to avoid colhsions. With the expandingpopulation of elderly people, manyof them mobihty-impaired, neighborhoodcars could becomeincreasingly important as a modeof transportation. Thesemarketniches are just the beginning. Initially, neighborhoodelectric cars will not be accelY~din manylocations because of safety problemsin mixing NEVswith muchlarger vehk:les and becauseroad infrastructure is not perceivedas suited to their use. But as neighborhoodcars gain acceptance in various niches, local governmentsand developers are likely to alter road and parking infrastructure to accommodate and even reward users of these vehicles. At the sametime, lobbyinggroups will emergeto push for changesin liability and traffic control rules that hinder the marketpenetration of neighborhoodEVs. Wit.b, varying levels of both NEVperformanceand commitmentby local governmentsto providing NEV-centricmf:rastructure improvements,the total potential sales of NEVswill continue to be difficult to estimate. But as the demonstrationprojects and surveys reported here indicate, householdsthroughout California are receptive to NEVs.This reception is based on an expectation that, within the context of increasingly speclalized householdvehicle holdings, a can NEVprovidea superior transportation alternative if it is inexpensiveto buy, cheapto operate, and reliable. 120 Safe Vehicles or Safe Systems? Becauseof the concernsraised by pamcipantsin both the ride-and-drive clinics and the vehacle trials, werevisit the issue of safety. Safety maybe the mostcontroversial aspect of small cars. Safety regulators in the U.S. are diligent, determined,and effectwe Their mJssi:,n is to increase the survivability of vehicle occupantsin an accident. Safe~ .tebates ~,, ~uidedby this regulator ¢ mission. But this regulatory approachis narrow;it missesthe larger benefits that result from a safer transportation system. Thestandards promulgatedby tiffs approachare neither necessarily consistent nor abovereproach: for morethan a decade, minivansmet only the less stringent safety standards of light trucks, not passengercars, thoughminivan~are disproportionately bought by famihes with children. In an expandedapproachvision, traveler’s safety could be er.hanced, for instance, by limiting the mirangof large and small vehicles or by controlling speeds of all vehicles m neighborhoodsand on NEV-deslgnated roads, using speed bumps,intelligent vehicle technologyand other traffic "calming" techniques. Moreover,local residents along speed-controlled and vehicle-resmcted streets benefit by being liberated to bicycle and walkha relatwe safety. Unfortunately, safety data do not exist for such a transpormUonsystem to determine howlarge and important these safety benefits mtght be. Thenarrowedsafety debate will therefore probablyfocus on the undeniablephysical reality that an occupantof a small car is morevulnerableto injury than an occupantof a larger car, all else being equal. But even at this level of argument,it is not evident that occupantsof very small cars will be at greater risk, becauseall else need not be equal. Thesmall car could be made safer through better design and use of safety devices inside the cabin. As an extremeexample, race car drivers routinely survive crashes at 150mphand higher by using ultra-stiff shells with internal restraints. TheHorlacherCity used ha the vehicle fide-and-drives has already passed the slightly less stringent Europeancrash tests using this design philosophy. Currently there are no safety regulations or laws specific to EVsof any size or type--although several proposed rules regarding recharging, crash avoidance, and crash-worthiness were issued in the early 1990s---andnone specifically targeted at .,maUvehicles. A class of lightweight vehicles wasrecognized by the National HighwayTraffic Safety Administration in the past. In 1967 a broad exemptionfrom the standards was granted for four-wheeledvehicles weighingless than 10130lbs., becauseit wasbelieved impossible for such vehicles to meet the general standards; that exemptionwassubsequently removedha 1973. NITTSA subsequently rebuffed several efforts to re-instate a similar exemption, reflecting its insistence on atl vehicles meetingthe samestandards (Sparrowand Wlufford, 121 1984; Lipman,Kurani and Sperling, 1994). It is uncertmnhowdifficult it wouldbe to obtain an exemptionor to create a newcategory for NEVs. Thesafety of NEVsis possibly the most critical issue in determininghowand whereto introduce NEVs.Unfortunately, httle evidenceis available to makea reasonable determination, largely becausethe safety record is sensitive to the design of the vehicle, and howand whereit is used. Whatis neededis bolder thi "nking. Safety regulators mustconsider safety in context. The context wesuggest here includes two newvehicle definitions: slow and small cars designed specially for neighborhoodsor use on specified roadwayinfrastructure and larger, faster (but still not freeway-capable)vehicles for moregeneral urbanuse. NEVs for Household Markets: Two Types of NEVs? Based on the preceding discussion of markets for NEVs,responses to specific NEVattributes by our research participants, and on the design of possible NEVimplementationstrategies, we believe it is importantto idenufydifferent classes of NEVs.Vehicles that can travel on much of oar existing urban roadwayinfrastructure will need higher top speeds and increased safety engineering--yielding a moreexpensive vehicle--than will vehicles that could safely and practically be used in an environmentspecifically designed for low-speed velucles. Wesaw m the ride-and-drive clinics that the dlstmctions betweenfreewaycapable and non-freeway capable vehicles are important. Evento those people wholearn that a large amountof then" daily travel can be accomplishedin a non-freewayvehicle, the non-freewaylimit is an tmportant perceivedbarrier to purchase. ThusNEVs are a dmtinctclass of vehicles; but within this class are finer distinctions still. At least two types of NEVscan be distinguished from each other based upon our work: vehicles suitable for use in communities, industrial parks or other facilities designedspecifically for, or otherwise amenableto, low speed vehicles and vehicles statable for immediateuse in many urb~mizedareas. Wesummarizepossible characteristics of these two types of NEVsin Table 6.1. Modifications to the FMVSS for the higher performancevehicles to be used in existing cornmumtiesmayneed only require that we specify performancecriteria rather than design criteria. For example,it is desirable to specify a level of occupantprotection, withoutrequiring that protection be provided (in part) by a crush-zone of someminimum distance. The top speed, acceleration, seating capacity and price targets are taken from a synthesis of responses to the various vehicles reviewedby participants in the focus groupsin golf resort communities, the ride-and-drive clinics, the weeklong vehicle trials and the statewide survey. 122 Table 6.1 : Possible Characteristics of Twc~Classes of NEVs NEVsfor ~ .~ in NEVs for use in existing communities purpose built Characteristic: environments Top Speed 40 miles per hour 25,milesper’- ~ ,’r Acceleration 0-40 mph_< 8 seconds 0-25 mph_< 7 seconds. Seating Capacity Availablein 2 to 4 seat configurations. Availablein 2 to 4 seat configurations. Safety Standards Meetsslightly modified FMVSS l Meets highly modified FMVSSor exempt. 2Price Targets $5,0O0 to $10,000 $3,000 to $5,000 1. FederalMotorVetucleSafetyStandards 2. Theseare pncetargets, not cost targets Webelieveexisungconsumer incenuves for electric vehiclesshould be availablefor buyersof NEVs too Preciseprices will dependonthe level of purchasemcenuve andconsumer choicesof opuonsandtrim levels NEV Driving Range Wehave previously described NEVsas having driving ranges of 40 miles, but we did not specify a lower bound on range for the NEVsin Table 6.1. Fewhouseholds in the NEVtrials experiencedany problemswith the 20 to 30 mile range capabilities of the vehicles in the trials. Continuedexperience with the velucles might lead somehouseholdsto explore further afield and thus to desire morerange. The range requirements for NEVsare likely to be a function of wherethey he on the spectrumfrom electric-assist cycles to short-hop freeway vehicles. The lowerthe vehicle’s top speedcapabLqty,the morelikely it is that time, not distance, will be the important constra~t ~ on a NEV-activityspace. People traveling slower will not chooseto travel as far becausethe time it takes to get to an activity becomesprohibitively long. HEMs and the ZEV Mandate Mostinstrumental of all in aiding the introduction of neighborhoodcars will likely be the zero emission vehicle (ZEV)mandate.As major auto makersconfront the high cost of meeting th,~ ZEVmandatewith EVsthat attempt to mimic(or even approach) the driving range of full-size gasoline car, ’,.ey maybecomehacreasmglyreceptive to new means. Recognizingthe poor energystorage characteristics of batteries, they mayconclude, for reasons listed below, that 123 NEVsare economicallyand environmentallysuperior and technically moresensible than larger, freeway-capable EVs. NEVsare arguably the most compelling apphcation of battery-powered electric propulsion. NEVsdo not suffer from the shortcomingsof batteries as do larger EVs, simply because they require relatively httle energy and power. Their low energy needs are due to low weight, low top speed, and short driving range. In addition, the low weightof the battery packallows for a lighter structural design, and therefore still greater weight and energy reductions. Though based on simple designs and relatively unsophisticated engineering, the City-CornCity-E1 used in this study carries only 240 Ibs. of conventionallead-acid batteries, costing $250. The KewetEI-Jet cames600 Ibs. of batteries, and another prototype NEV,the Trans2, carries less than 300 lbs. of batteries. In contrast, a typical subcompactEVwouldneed perhaps 1,000 lbs. of lead-acid batteries (GM’svery energy-efficient Impactprototype currently carries 900 lbs. of batteries). NEVs,under mass-production, should be muchcheaper to buy, ownand operate than fuU-s~e gasoline or electric cars. As major auto makersbegin to recogmzethe relative ease of builchng a co:st-competitive NEV,they mayreconsider then" historic disinterest m small vehicles. Closing Thekey question is this: will there be a marketfor whatis easiest and cheapest to build? This research leads us to believe the answerto this question is yes. Throughall the research tasks reported here, householdshying in manydifferent townsand cities, faced with a variety of real or hypothetical NEVs,madereal or hypothetical choices of NEVs.They constructed both meaningfulsets of their activities to wincha NEVaffords themaccess and householdvehicle holdings that included a NEV. NEVsare not a panaceafor near term problems,but they are energyefficient, low-polluting, and scaled for neighborhooduse. NEVswoulduse less space than conventional vehicles, provide the premise for lowering vehicle speeds in neighborhoods,and help create a more pedestrian-friendly setting, while still providinghigh levels of accessibility. Theyalso would be economical,in part becausethey are an ideal application of battery-poweredelectric protmlsion. Indeed, it is a fortunate coincidencethat the marketapplications in whichelectric vekieles are best suitedwshort tripsmare also the applications in which NEVsprovide the largest environmentalbenefits. NEVsclearly are an attractave opuon.Theyfit well into any vision of a sustainable transportation-energyfuture. 124 But will this goodidea ever be realized? NEVsconfront large perceptual, physical and regulatory bamers. There is a uniformity of expectations by consumers, govemrnent regulators, and baghway suppliers that results in all vehicles being expectedto satisfy all purposes, all roads serving all vehicles, and all rules being designedfor the standard vehicle of the past. Theresult is a strong inertia that discouragesinnovation and changeby vehicle suppliers and users. The success of NEVswill dependon an openness by regulators and highwaysuppliers to newtypes of vehicles, and entrepreneurial Lrfifiative by vehicle manufacturers. Researchinto the size of the potential market for NEVsremains speculauvein its conclusions. The statewide survey was not intended to measureall, nor even the most likely, NEVmarkets. If wetake the results of that survey as a starting point though, the annualmarketfor our higher performanceNEVs(as specified in Table 6.1) is just under 1 percent of the newlight-duty vehicle market in California. The households we sampled ownedmultiple vehicles, buy new cars, and ownat least one vehicle that is not a fuU-sLzebodystyle. Thesamplewasnot designedto reflect the attractiveness of NEVsin particular operating environments.It does not count sales to the market segmentswediscussed earlier in this section-- resort towns, other townsthat choose to control vehicle speeds and are receptive to NEVs,environmentally sensitive areas, newresidential, commercial,industrial or mixeduse developmentsdesigned for low speed vehicles, and individuals whoeither through disability or choice movethrough tightly constrained activity spaces. Sales to these market segmentscould easily dwarf sales to those households whoare located throughout our existing suburban landscape. Whileit appears that the long term market for NEVscould be millions per year in the U.S., in the short term, with tittle changein consumerexpectations and various governmentrules, the market might still be sizable. However,this "no change" scenario requires NEVmanufacturers to build vehicles to meetexisting vehicle definitions, including goff carts, motorcycles,and motor-drivenbicycles. Theexisting marketsfor such vehicles are so specialized as to make them a poor basis for predict~.g future markets for NEVsdeveloped under newconditions. Marketpenetration of a newclass of NEVswill dependon a large numberof factors related to the ZEVmandate, vehicle safety rule making,local initiatives to accommodate and encourage NEVs,liability rulings, developments in traffic control, and the entrepreneurial initiative of manufacturers. Consumers,for their part, mayrequire education and incentive to reflect on their travel needs and desires. Giventhat reflection, NEVsare chosenby someas a practical, desirable travel tool. Thesethoughts lead us to the following recommendations. 125 Recommendations Demonstration projects To develop these markets, there is no moreimportant task than contanueddemonstrations of a variety of NEVs.As a distract class of vehicles that embodiesperformancecharactersfics well outside the bounds consumersusually experience, markets for NEVswill dependon education, reflection and increased familiarity. Wehavedemonstratedthat the ability of a householdto conceptualize a distinct and valued set of activities to whicha NEVprovides access is central to purchase consideration. Householdswill have to examine,and possibly reconsider modechoices, route choices, activity choices and a variety of other travel and life style choices that simplyare not as relevant to the vehicle purchasedecisions they nowmake. In somecommunities,such as golf resorts, this process is already underway.If many householdsare driving about in golf carts, it is mucheasier for others to imaginethey can too. In other communities,greater effort will be required to provide examplesand imagesfor householdsto use in constructing their ownNEVspaces. Deinonstration projects must be designed with clear goals and objectives. Thedistinction we makebetweentypes of NEVsin Table 6.1 highlights that there are alternate pathwaysto introduce NEVs.Whether households choose to buy NEVsdepends on whether they can use NEVsto access somesubstantial subset of activities. This NEVspace is constrained, in part, by (he interaction betweenthe capability constraints imposedby the NEVand the objective spatial structures (primarily transportation infrastructure) of the city or townmwhichthe householdhves. Matchingvehicle capabihties to intended use environmentswill increase the effectiveness of NEVdemonstrations.Vehicles with capability constraints that are too limiting maylead to peremptoryrejection of NEVsby consumers.Vehicles that are of greater performancecapabilities than required will unnecessarily drive up the cost of NEVs.Either error will lead to misguidedinvestments msupporting infrastructures, including roadway, recharging, and vehicle sales and service. Coahtion building Coalitions of NEVproponents will likely be requu~cl to overcomeseveral key problems. Theseproblemsinclude the currently limited variety and limited production of NEVsand balriers to the acceptanceof NEVs by safety regulators. Theseissues are important to consumeracceptance because they represent barriers to consumersever having the opportunity to evaluate NEVs.Whilelegislative approval of specific demonstrationprojects (such as that PalmDesert) can be time-consuming,such approval for large-scale demonstrations might 126 generate sufficient demandfor production of NEVs.Thoughthey have chosen to irdually invest ha freeway capable EVs, the National Station Car Consoruum is one modelfor a coalition that is trying to caUforth EVproduction. In order to address safety problemswithin the existing institutional structures for transportaUonsafety, coahtions of NEVmanufacturers, NEVusers, and communitiesand policy makers interested in promoting NEVsshould lobby for changesin existing vehicle definitions to legitimize NEVsin the codes and regulations governingthe design, sale, and registration of vehicles and the design of roadway Lnfrastructure. Quantitative market estimates Whilethe intent of the market research reported here wa; to understand the dynamicsof markets for NEVs,it will be beneficial to develop quanutative estimates of the NEVmarket niches. Such estimates could also build momentum and legitimacy for continued development of NEVs.Wewould caution against analyses based on such simplistic measures as counts of golf carts, even within golf resort communities.Weobserve that the introduction of a variety of NEVscreates fundamentally newdynamicsinto the market for household vehicles. A more appropriate starting point is to examinethe activity spaces of householdsliving within the types of vehicle use environmentsidentified as NEVmarket niches m this report. 127 RFFERENCES Bui,;t, D.R. (1993) "An AutomotiveManufacturer’sAlternative Fuels Perspective." Proceedings of the First Annual WormCar 2001 Conference. University of California, Riverside: The Center for EnvironmentalResearch and Technology, pp. 51-55 Chapin, F.S. (1974) HumanActivity Patterns in the City: Things People do in Timeand Space. London: John Wiley and Sons. Darnels, PoW.and A.M. Warnes(1980). Movementin Cities: Spatial Perspectives on Urban Transport and Travel. London: Methuen. Dettelbach, Cynthia Golomb.In the Driver’s Seat: A Study of the Automobilein American Literature and Popular Culture. Dissertation. Case WesternReserveUniversity: Departrnent of Enghsh. 1974. EPA. Report #420-R-93-007,1993, cited in E.W.Johnson. "Tamingthe Car and Its User: Should WeDo Both?" Bulletin, The AmericanAcademyof Arts and Sciences. Vol 46, No. 2, November,1992, pp. 13-29. Fried M., J. Havensand M. Thall (1977) Travel Behaviour--ASynthesised Theory. Final Report to the National Cooperative HighwayResearch Program. WashingtonD.C. Ga~dson, W.L.and J.F. Clarke, Jr. (1977) Studies of the NeighborhoodCar Concept. University of California, Berkeley: College of EngmgeeringReport 78-4. Hi~gerstrand, T. (1970) "Whatabout People in Regional Science?" Papers of the Regional Science Association, v. 24 pp. 7-21. Horton, F.E. and D.R. Reynolds(1971) "Effects of UrbanSpatial Structure on Individual Behavior." EconomicGeography. 47:1 pp. 36-48. Jones, P.M., M.C. Dix, M.I. Clarke and I.G. Heggie (1983) Understanding Travel Behaviour. Aldershot, U.K.: Gower. Jones, P., F. Koppelman and J.P. Orfueil (1990) "Activity Analysis: State-of-the-Art and Future Directions." in P. Jones (ed.) Developmentsin Dynamicand Activity-Based Approaches to Travel Analysis. Aldershot, U.K.:Gower. Kit,amura, R., IC Nishi and K. Goulias (1990) "Trip Chaining Behavior by Central City Commuters:A Causal Analysis of Time-SpaceConstraints." in Jones, P. (ext.) Developmentsin Dynamicand Activity-Based Approachesto Travel Analysis. Aldereshot, U.IC: Gower. Kurani, ICS and T. Turrentiae (1993) "Electric Vehicle Owners:Tests of Assumptionsand Lessons on Future Behavior from 100 Electric Vehicle Ownersin California." Universityof California, Davis: Institute of TransportationStudies. Kurani, ICS, T. Turrentine and D. Sperling (1994) "Demandfor Electric Vehicles in Hybrid Households: An Exploratory Analysis." Transport Policy. v.1. n.4. Lipman, T.E., ICS Kurani and D. Sperling (1994a) Regulatory Policy Developmentfor NeighborhoodElectric Vehicles. Report prepared for the CALSTART Program on NeighborhoodElectric Vehicles. University of California, Davis: ITS-Davis. UCDITS-RR-94-21. November 1. 128 Lipman, T.E., K.S Kurani and D. Sperling (1994b) Incentive Polices for Neighborhood Electric Vehicles. Report prepared for the CALSTART Program on Neighborhood Electric Vehilces. University of Cahfomia, Davis: rrs-Davls. UCD-ITS-RR-94-20. November 1. Rogers, E.M. (1983) Diffusion of Innovations, 3rd edition. NewYork: The Free Press. Sparrow, F.T. and R.K. Whitford (1984). "The ComingMmi/MlcroCar Crisis: a NewDefinition?" Transportation Research. Vol. 18A. pp. 289- 303. Do WeNeed Sperling, D. (1994). Future Drive: Electric Vehicles and Sustainable Transportation. Washington,D.C.: Island Press. Soules, G., M.W.Brarmanand A.G. Letzkus (1993) Golf Cart-Vehicle Accident Analysis. Phoenix, AZ: MaricopaCounty Departmentof Transportation, Traffic Eng~meering Division. June 23. Stein, A., K.S Kurani and D. Sperling (1994) Infrastructure Planning and Developmentfor Neighborhood Electric Vehicles. Report prepared for the CALSTART Programon NeighborhoodElectric Vehicles. University of California, Davis: ITS-Davis. Report UCD-ITS-RR-94-22. November 1. TheodoreBarry and Associates (1992) NeighborhoodElectric Vehicle Concept Feasibilty Study. Report prepared for Southern Califorrfia Edison, the South Coast Air Quality Management District and Caltrans. Turrentine, T. and K.S Kurani (1995) The HouseholdMarketfor Electric Vehicles: Testing the Hybrid Household Hypothesis. A Reflexively Designed Survey of New-CarBuying, Multi-Vehicle California Households. Report to the Califorma Air Resources Board. University of Califorma, Davis: ITS-Davis. Turrentine, T. (1995) Lifestyles and life politics: Towardsa green car market. Ph.D. dissertation. Available as research report from University of California: ITS-Davis. Turrentine, T. and K.S Kurani (1994) "Segmentationand Size of the Marketfor Battery Poweredand Hybrid Electric Vehicles in California: A Diary Based Survey of New Car Buyersin California." Proceedings. The 12th International Electric Vehicle Symposium(EVS-12) and Electric Vehicle Exposition. Anaheim, CA. December5-7. Turrentine, T. and D. Sperling (1992) Theories of NewTechnologyand Social Choice Decision Strategies: The Case of Alternative Fueled Vehicles. Berkely, CA:The Univerity of California Transportation Center WorkingPaper No. 129. Turrentine, .T., D. Sperling and K.S Kurani (1992) MarketPotential of Electric and Natural GasVehicles. Davis, Califorrfia: Institute of TransportauonStudies, University of California. UCD-ITS-RR-92-8. Turrentine, T., M. Lee-Gosellin, D. Sperling and K.S Kurani (1991) A Study of Adaptive and Optimizir, g Behaviorfor Electric Vehicles based on Interactive Simulations Games and RevealedBehavior of Electric Vehicle Owners.Available from University of California, Davis: ITS-Davis RP-24-92. U.S. Federal HighwayAdministration. Summaryof Trends. Washington, D.C., 1990. p. 14. Wachs,M. and M. Crawford(eds.) (1991) The Car and the City: The Automobile, the Built Environment, and Daily Urban Life. AnnArbor, MI: The University of Michigan Press. a-i APPENDIX A: PALM DESERT, CALIFORNIA GOLF CART LANE DESIGN CRITERIA The information provided here is contained m Exhibit "A" of City of PalmDesert Resolution No. 93-2, City of PalmDesert Golf Cart Lane Plan/Transportation Pilot Program. Golf Cart Lane Design Criteria (a) Minimum General DesignCriteria for Class I Golf Cart Lanes--Class I golf cart lanes shall be a minimum of six (6) feet in width in each &rection, have minimum clearance of seven (7) feet, improvedhardened surface capable weights of up to 2,300 pounds,totally separated fromvebacle traffic or separated by a minimum six-inch vertical and six-inch horizontal curbing, designedwith a maximum grade of 10%,rachus of curvature maynot be less than fifteen (15) feet, shall be designedfor golf carts to be safely operatedat speedsof 15 miles per hour unless posted with speeds of less than 15 miles per hour, and clearly designatingall transiuons to other golf cart routes. (b) M~nimum General Design Criteria for Class 1] Golf Cart Lanes Class II golf cart lanes shall be a minimum of six feet in width, have a minimum clearance of seven (7) vertical feet, haveconsistent street surface, haveseparation from vebacletraffic designatedby a sold whiteline and either a street symbolstenciled onto street pavementor golf cart lane symbolor sign posted along route designed with safe and clearly markedstreet transitions, and shall be parallel to only local highwaysthat meet critical CalfformaTraffic Manualdesign criteria. (c) Minimum General DesimaCriteria for Class HI golf Cart Lanes--Class III goff cart lanes shall be designatedgolf cart routes parallel to local highwayswith a minimum posted speed limit of 25 miles per hour. All golf cart route transitions shall be clearly marked.It is the intent of Class IT[ golf cart routes to be shared wlth pedestrians, bicycles, and motorists. (d) SymbolDesign--TheCity shall design a golf cart route symboland provide said symbolto National Traffic ControlDevicesCox’m-nitteeand State of California Traffic Control Devices Committeefor review, comment,and approval. Until said symbolis approved, City mayutilize an existing symbolfor purposes of marking golf cart routes. After approval, if different from State and National design, City shall modifyexisting symbols. (e) Symboland MarkingPlacementDThe City shall clearly markall Class I and Class ]I golf cart routes with signs and by symbolsa minimum of every 300 feet in each direction. TheCity shall markall dangerousconditions, obstacles, and hazardsalongall golf cart routes as required. TheCity shall markall golf cart route transitions and shared facdlties with bicycles and pedestrians. APPENDIX B: PALM DESERT, CA and SUN CITY, AZ FOCUS GROUP OUTLINES Desert, California Introduction Whowe are -- UCDavis. ITS-Davis Whywearc here - To discuss golf cart use for local travel Smallelectric vehicles designed for local, neighborhoodtravel Howweare funded- Calstart: a consortiumof private industry, utilities, and Federal agencies State AnonymousparticipaUon II. Describe your Community In general terms, tell meabout your community.Whydo you choose to hve here? III. Describe vehicles, recharging, use Vehicles Size Howlarge are they? Howmanyseats for people? Howmuchcargo space is there? Golf bags, grocery bags, etc. Speed andacceleration Whatis yourvehicles topspeed? Istheacceleration adequate? Brakes Howgood are the brakes? Doyou always feel you can cometo a controlled stop? Comfortand amenities -- seats, enclosure Range Whatis the longest distance the vehicle will travel before it needs to be recharged? Maintenanceand repair Whattypes of maintenancedo the vehicles require? Haveany of your vehicles required repairs other than rouUnemaintenance?Whereis the maintenance and repair work done? b-ii Describe vehicles, recharging, use (continued) Licensing Cart: Howare the vehicles hcensed? Driver: Is driver’s license required? Restrictions I)o restrictions apply to either license? Wherethe vehicle can be used? Axe drivers’ licenses restricted specifically to carts available? Insurance Insured by auto or homeowners policy? Amountof Liability, collision, injury insurance required is it the sameas for your autos? Whatis the cost of the insurance on your cart relative to your auto insurance? Recharging Home Wheredo you recharge the cart at home?Howdo you recharge at home?When do you recharge? After every trip? Onlyin the evening? 13~ homerecharging a convenience? Away-from-home ,~u-e there any locaUonsawayfrom homewhereyou can recharge? golf courses, shoppinglocations, friends homes,etc. Whendo you recharge away from home? Cart Use For whattypes of trtrps, in addition to trips to the golf course, do youuse your cart? 1)o youlink together errands to different places, or maketrips to only one place? Howfar are these trips? Whattypes of streets and roads? Timeof year? Timeof day? Whatproportion of all your local travel? IV. Safety Intersections Whereare specific intersections at whichyou feel unsafe? Whereare specific intersections at whichyoufeel safe? Special lanes and signs 1"7oyoufeel moreor less safe mthese lanes? b-ill IV. Safety (continued) Vehicles Howsafe do you feel in your cart whenyou are in traffic wxthfull sine motor vehicles? Whatabout your cart makesyou feel safe or unsafe? Changes to make golf carts a better transportation option Vehicles Top Speed, Range, Vehicle size. Specific safety features: Passenger enclosures, Seat Belts Infrastructure Streets, Roads,Lanes: cite specific locations. Signs Policy Licensing. Registration. Insurance. Permitted uses of cart. b-iv Sun I. CilLy, Arizona Introduction Whowe are -- UCDavis, ITS Whyweare here -- To discuss golf cart use for travel other than to play golf Smallelectric vehicles are being designedfor local, neighborhoodtravel Howwe are funded - Consortiumof businesses, State and Federal Agencies /~zaonymity II. Describe your Community Izl general terms, tell meabout your community.Whydo you choose t o hve here? [II. Describe vehicles, recharging, use Vehicles Are your carts Electric or Gas? Whydid you choose an electric or a gas-powered cart? Size Howlarge are they? Howmanyseals for people? Howmuchcargo space is there? Golf bags, grocery bags, etc. Speed and acceleration ~fhat is your vehicles top speed?Is the accelerataon adequate? Brakes Howgood are the brakes? Do you always feel you can cometo a controlled stop.? W’hatare the various safety features -- Lights, seat belts, hornsrear vexwrmrrors, etc. Comfortand amertitaes--seats, enclosure Range Whatis the longest chstance the vehicle will travel before it needsto be recharged or refueled? b-v III. Describe vehicles, recharging, use (continued) Maintenanceand repan" Whattypes of maintenancedo the vehicles require? Whereis the maintenanceand repair work done? Licensing Cart: Howare the vehicles hcensed?Dothey have special license plates, regular Arizonamotorvehicle plates, no plates? Driver: Is drivers license required? Restrictions Do restrictions apply to either license? Wherethe vetucle can be used? Whenit can be driven’~ Aredrivers’ hcensesrestricted specifically to carts available? Insurance Insured by auto or homeownerspohcy? Amountof Liablhty, insurance requu-edmsameas for your autos? Recharging (Electric colhsion, injury Only) Home Wheredo you recharge the cart at your residence? Howdo you recharge at home?Whendo you recharge? After every trip? Only m the evening? Is there a special recharging apphancein your home,o~ do you simply plug into an outlet? 110 Volt? Is homerecharging a convenience? Away-from-home Are there any locations away from homewhere you can recharge? golf courses, shopping locations, friends homes, etc. Whendo you recharge away from home? Refueling (Gasoline Only) Wheredo you refuel your gasoline cart? Is there one "usual" station? Is this a station whereyou often refuel your car? Whydo you refuel at this(theses) station(s)? Cart Use For whattypes of trips, in addition to trips to the golf course, do youuse your ca-t? Doyoulink together errands to different places, or tend to maketrips to only one place? Howfar are these trips? Whattypes of s~"eets and roads7 Timeof year? Timeof day? Whatproportion of all your local travel? b-vi IV. Safety Howmuchof your driving is on public streets and roads as opposedto golf cart paths? Intersections Whereare specific intersections at whichyou feel unsafe? Whereare specific intersections at whichyou feel safe? Special lanes Arethere places wherethere are special lanes for golf carts, other than on golf courses? Describe these lanes. Whereare they? Are they striped on regular roads or are they separate right-of-ways? Doyou feel moreor less safe in these lanes? Signs ,Are there special signs to indicate golf cart right-of-ways?Whatdo these signs look like? Left turn, nght turn, ymld,stop, lane indicators, parking? Howsafe do you feel in your cart whenyou are in traffic with full size motor vehicles? Whatabout your cart makesyou feel safe or unsafe? V. ]Desired Changes to make golf carts a better transportation option Vehicles ’Wouldan increase in your carts performance(top speed and acceleration) make you feel safer? Anincrease in size? Enclosures? .Aside from safety, what other changesin your cart wouldmakeit possible for youto use it for mostof yourlocal travel local travel? Infrastructure Whatchangesin Streets, Roads, Lanes or Signs wouldyou like to see before you woulduse your cart for most of your local travel? Policy Licensing, Registration, Insurance, other. c-i APPENDIX C: PERCEIVED HAZARDOUS UNCERTAIN ROUTES iNTERSECTiONS DESERT GOLF in or and the CART PALM NETWORK Routes which focus group discussants generally felt were "unsafe" or "’uncomfortable"to drive along inelectric golf carts: E1 Paseo from State Highway111 to Portola; Fred WaringDrive; Portola (near Grapevine); Portola (near Post Office at El Paseo). Intersections which discussants felt were "unsafe" or "uncomfortable"or created uncertainty as to which were permitted movements: State Highway111 at both ends of El Paseo; State I-hghway111 at San Pablo; State Highway111 at Deep Canyon; * State Highway74 at Grapevine; * State Highway74 at Haystack; * State Highway74 at Sommerset;* Portola at Haystack; Portola at Marrakesh; Portola between Larrea and E1Paseo; Portola at Rutledge; Fred Waring at Deep Canyon. ¯ Not a legal crossing under Phase I Pilot Programinfrastructure m place at time of site visit. d-il Green Market Part A 1. Beloware combmauons of words joined by lines. Put a vertical markthrough each line at the point whichindicates howyour image of EVscomparesto your linage of the gasolinepoweredcars and trucks you actually buy. Thefreddie point of the line inchcates you imaginethere is no difference betweenEVsand the gasoline cars you buy. Try to recall your imageof EVsprior to seeing the City-El at the WholeEarth Festival. Compared to the gasoline cars and trucks I usually buy, EVsare: small ........... I ............ large slow ............ I ............ fast unsafe ............ I ............ safe non-polluting ............ ! ............ polluting inconvenient ............ I ........... convement cheap to mn ............ I ........... expensive to run cheap to buy ........... I ............ expensive to buy I ............ pracucal I ............ stylish I .......... futuristic impractical unstyhsh ............ ............ old fashaoned ............ . Accordingto what you knowabout EVs, do you agree or disagree that EVsare the key to solving air pollution in the Davis-Sacramento area? Crrcle one. 1 = strongly agree 2 = agree 3. 3 = indifferent Electric vehicles are not yet practical to replace gasoline fueled vehicles. (Circle one.) 1 = strongly agree 2 = agree , 3 = indifferent 4, 4 = disagree 5 = strongly disagree 4 = disagree 5 = strongly disagree Whatare the sources of reformation upon which you base your images of EVs?Please list the three most influential sources of information mformingyour Linage of EVs. d-i APPENDIX D: RIDE-AND-DRIVE SURVEYS and CLINIC FOCUS GROUP OUTLINES Surveys Duringthe ride-and-drive chnic itself participants completedthree survey forms. Onesurvey (Part A) was completedprior to their review of the vehicles. Aninterviewer accompaniedthem through thelr reviewof the vehicles, recording their answersto Part B. Lastly, the participants completeda third section (Part C)after they had reviewedthe vehicles. Twodifferent versions of Parts A and were administered; one to the "innovators" the other to the "envzrortmentalists". This wasdone to allow for differences in inforrnauon we already possessed on the two groups and to allow EV ownersin the "innovators" group to respond to somequestions based on their experience with their ownvehicles. Page layouts have been changedto fit the format of this append1×. d-iii o Lookover the hst below. If tins list remindsyou of any important information sources whichyou did not list myour answerto the last questaon, please write themhere. Electric Utility (SMUD or PG&E) Television or Radio news Newspapers Television showsor specials Automotive magazines Technologyand science magazines Environmentalorganizations Seeing EVson the road Word of mouth Automobilemanufacturers Science Fiction Electric Vehicle Clubs Other(specify). o If EVswere widelyavailable at auto dealers and you were in the marketfor a newcar, which of the following most closely describes what you would you do? (Mark one.) 1() I wouldnot consider an EVuntil they had been on the market for several years. 2() I wouldconsider an EV,but wouldinvestigate carefully the costs and usefulness of each vehicle type before makinga commitment. 3() I wouldbuy an EVimmediatelym spite the uncertainty. d-iv innovators Part A I. Wewould like to start with someinformation about the EV(s) you nowown. If you do not currently ownan EV,please skap to the third page of this questionnaire. 1. Howmanytotal vehicles does your household own? Howmanyof these are EVs? Howmanyof these EVsare currently operating? Therest of the questions in this section will refer only to the EVthat is driven mostoften. 2. Whatis the total system voltage? 3. Is this vehiclea: ® 1( manufactured car (Name: ) 2( at car (Name: ) 3( steel frame conversion (Nameof body: ) 4( other (specify:. ) Whichof the following body styles best describes this EV? subcompact compact ~mid-size ~hght van ~sports truck full size car 5. Howlong have you ownedthis vehicle? 6. Whatis the (continuous) horsepowerrating of this vehicle’s motor? 7. Is it a single or multi-speedvehicle? 8. Howmanyseats does this vehicle have? other months d-v 9, Doyou have as muchluggage space as you want in ttus vebacle? yes ~.no 10. Whatis the top speed of this vehicle? If the top speed is high enoughfor freewaytravel, is the acceleration adequatefor freeway on-ramps? ~yes no 11. Doyou ever use this vehicle on freeways? 12. Whatdo you consider to be the driving range of your EVwhenit is fully charged? miles 13. Arethe batteries in your vehicle: lead-acid Are they: 6 yes ~no other(specify volt 12 volt Whatis the amp-hourrating of each battery" 14. Doyou carry your recharger on-board your vehicle? 15. Doyoutry to recharge your batteries after every use? If yes, why?(choose one) amp-hours yes no yes no to always have maximumrange goodfor batteries ) other (speclfy- 16. Doyou recharge at: 110volts other (specify: 220 volts switchable ) dovl I7. Doesyour charger have an automatic shut-off? 18. Did you have to modify the wiring m your house to accommodaterecharging? yes 19. yes no no Whatcharacteristic of your vebacle do you consider to be the single most ~mportantbarrier to your being able to use your EVfor moreof your driving? driving other range ~top speed acceleration body style (specify, 20. Beloware combinations of words joined by lines. Put a vertical markthrough each line at the point which indicates howyour image of EVscomparesto your image of the gasoline-powered cars and trucks you actually buy. Themiddle point of the line re&caresyou see no chfference. Comparedto the gasoline cars and trucks I usually buy, EVsare: small ............ [ ........... large slow ............ I ........... fast I ........... safe .I polluting inco~verfient .I ............ convenient cheap to run I expensive to run cheap to buy ! expensive to buy impractical ! practical unstylish t styhsh old fashioned [ unsafe ........... non-polluting futufisitic 21. Accordingto what you knowabout EVs, do you agree or disagree that EVsare the key to solving air pollution in the Davis-Sacramento area? (Circle one.) 1 = strongly agree 2 = agree 3 = indifferent 4 = disagree 5 = strongly disagree d-vii 22. Electric vehicles are not yet practical to replace gasoline fueled vehicles. (Circle one.) 1 = strongly agree 2 = agree 3 = indifferent 4 = disagree 5 = strongly disagree 23. Please indicate the degree to which you agree or disagree with the following statements. 1 = strongly agree 2 = agree 3 = indifferent 4 = disagree 5 = strongly disagree Air quality is an important problem in my community. _ Reducingpetroleum consumptionwill benefit the environment. Compared to other sources, motorvehicles are a minorsource of air pollution. I buy environmentally"friendly" products wheneverI can. I do not supporta gas tax to improveair quality. Acuonstaken by mchvldualscan affect at.," quality. Myhouseholdcould use a vehicle with a 50 mile per day driving range. 24. Whatare the sources of information upon which you base your images of EVs?Please list the three most influential sources of informationin formingyour nuageof EVs. Electric Utility (SMUD or PG&E) Seeing EVson the road Television or Radio news Word of mouth Newspapers Automobilemanufacturers Television showsor specials Science Fiction Automotive magazanes Electric Vehicle Clubs Technologyand science magazines Other (specify) Environmental orgamzations d-viii 25. If EVswere widely available at auto dealers and you were in the market for a newcar, which of t2 allowing most closely describes what you would you do? (Mark one.) !() I w~ ~d not consider an EVuntil they had been on the market for several years. 2() I wouldconsider an EV,but wouldinvestigate carefully the costs and usefulness of each vehicle type before makinga commitment. 3() I wouldbuy an EVimmediatelyin spite the uncertainty. d-ix Green Market and Innovator Part B: Test Drive Phase (Repeat for Each Vehicle) Indicate whichVehicle: 1( City-E1 4( HorlacherCity 2( GeoStorm 5( Hor]acherSport 3( GeoPrism 6( Esoro 7( Kewet On-sight Impressions: Howclose is this bodystyle to your tastes and needs in vehicles? 1 ( ) Verydifferent 2 ( ) Different 3 ( ) Similar 4 ( ) Very ShowFeatures and briefl2~ describe attributes: Rechargingpoint. Battery and motor. Safety features and differences WhalLare your ftrst impressionsof the vehicle and motor? Probes: Instrument location, Motor, Batteries, Entry/Egress, Seating Position, Controls Howdoes starting and driving feel? Probes: Starting,Sound Acceleration, Speed Steering, Stability Braking Safety, including visibiUty - both howeasy is it to see and be seen This car performs 1 ( ) Worsethan I expected 2 ( ) Aboutas well as I expected 3 ( ) Better than I expected Is there anything else about tiffs vehicle whichyou believe deserves comment? d-xJ Green Market Part C: Post-Test Drive Nowthat you have had an opportunity to drive a few examplesof small EVs,please answer the following questions. 1. Electric vebaclesare not yet practacal to replace gasoline fueled vehicles. (Circle one.) 1 = ,,;trongIy agree 2 = agree o 3 = indifferent 4 = disagree 5 = strongly disagree Canyou imaginereplacing one of your gasoline vehicles with one of these EVs? ~yes ~.no If yes, whichone of these EVswouldyou most be interested in acquiring? 2 ( ) Nordskog 1 ( ) City-E1 3 ( ) KewetEl-Jet 4 ( ) HodacherCity 5 ( ) HodacherSport 6 ( ) If no, wouldyou consider adding one of these EVsto your current set of vehicles9 ~.no ~yes (Winch one? ) Howoften do you drive more than 10 miles from home? . 1( ) Daily 2( ) Weekly 3( ) Monthly4( ) Less than monthly 5( ) Almostnever Morethan 30 rmles? 1( ) Daily 4~ 2( ) Weekly 3( ) Monthly4( ) Less than monthly 5( ) ALmostnever Are any of the cars in your householdconsistently driven less than 20 miles per day? yes no .yes no If yes, please describe the use of that vehicle. Primarily used for commutingto work Primarily used for commutingto school Primarily used for local errands Usedfor manypurposes, just not driven very far Usedonly infrequently Other Is this the vehicle you are most likely to replace with an EV? d-xh ® Other than the vel’ucle you just described, are any of the cars in your householdconsistently driven less than 56 miles per day? yes no If yes, please describe the use of that vehicle. Primarily used for commuting to work Primarily used for commutingto school Primarily used for local errands Usedfor manypurposes, just not driven very far Used only infrequently Other Is this the vehicle you are mostlikely to replace with an EV? o no Youhave driven a variety of EVswith driving ranges of 20 to 70 miles betweencharges and top speeds ranging from 35 to 70 miles per hour. Whichof these characterisncs, driving range or top speed, seemslike the moreimportant barrier to your using an EV? Driving Range e yes Top Speed Body Styles Electric vehicles can be recharged at your homeover a few hours. Whatdo you think of this idea? 1( I don’t like the idea 2( I like the idea 3( I wouldhave no place at myresidence to recharge If you answered"’1", please answerthis: I don’t like the idea because(choose one) a ( ) it soundsdangerous b ( ) mydriving habits are so varied I wouldnot always be hometo recharge c ( ) having to plug and unplugthe recharger all the time wouldbe inconvenient d ( ) other (please specify). If you answered"2", please answerthis: I like the idea because (choose one): a ( ) I won’thave to go to gasohnestations b ( ) I like the idea of a monthlyutility bill rather than payinga gasolinestation c ( ) it seemslike it mightbe cheaper d ( ) I like the idea of a "full tank" eachmorning e ( ) other (please specify). d-xih , Someof the vehicles you drove or rode m today are intended to meet all USDepartmentof Transportation passenger vehicle safety standards and some are not. Considenngalso how you nught use one of these vehicles, whichof the following statements most nearly matchesyour feeling regarding the safety of these vehicles. I would not consider buying any vehicle which is not fully safety certified as a passenger vehicle. __ I wouldconsider buying a vehicle whichmeets some, but not all, safety standards as long as I was informed about which standards were met and which were not. I wouldconsider buyinga vehicle evenif it were registered as a motorcycleand thus wasnot required to meet passenger vehicle safety standards and thxs meantI had to wear a helmet. If you were buying a newcar and believed EVscould improveair quahty, but EVswere only offered in the small bodystyles you have seen today, whichof the following statements do you beheve most nearly describes howyou would act? (Chooseonly one.) I wouldconsider buying a small EV. I wouldnot consider buying a small EVbecause the driving range betweencharges is too short. I would not consider buying a small EVbecause the top speed Is too slow. I wouldnot consider buying a small EVbecause I don’t believe they wouldbe safe. I would not consider buying a small EV because (specify) 10. If you were to choose one wayyou could improveair quality in tlns region, which would you choose: carpool to work bicycle or walkinstead of driving buy an EV use transit instead of mycar other 11° Are you proficient or handy in a waywhichyou believe makesyou moreadaptable to owning and using EVs? ~yes no d-xiv 12. Are you (check one): Employed outside my home Work in my home Temporarily Student Retired not working If you are currently employedoutside your home,what is the approximatelocation of your workplace? UCD Elsewhere xn Davis Woodland West Sacramento ~mSacramento Other 13. Howmanypeople in your household have valid drivers’ licences? 14. Howmanymotor vehicles are available to your household memberson a daily basis? Please include vehicles your householdownsor leases and vehicles whichare "’company cars" but are available for personaluse. 15. Please describe these vehicles. If you have morethan four, please provide this information on the four vehicles whichare most used in a typical week. Vehic~ 1 Make Model Model year Acqutred Newor Use d Total Miles on this Vehicle Vehicle 2 VeNcle3 Vetch4 d-xv 16o Doyou and other drivers in your household regularly swapvehicles? 17o Howlong have you lived at your current residence? ~years ,months 18. Howlong have you lived in the Yolo/Solano/Sacramentoarea? years months 19. Doyou plan on remaining in this area? 20. ~yes no Whendo you plan to purchase or lease your next newor used motor vehicle (choose one): in the next 6 months in the next 1 year in the next 2 years in the next 5 years after 5 years or possibly never This vehicle mostlikely will be acquired: new This vehicle mostlikely will be a: sedan with a trunk subcompact subcompact used hatchback compactsedan with a trunk compact hatchback compact stationwagon mid-size sedan mid-size stationwagon full size sedan full size stationwagon mini-vanor full size van ~pickup truck ~.sport utility ~sports car vehicle d-xvi 21. Including yourself, howmanypeople in your householdare in these age categories: under 6 years 6 to 15 years 16 to 24 years 25 to 64 years 65 years or older 12. Do youbelong totheSierra Club, Friends oftheEarth, Clean AirCoalition oranyother environmental organization? yes 13. In the past 12 monthshave you acuvely worked,either as a volunteer or a paid employee, for an envn’onmentalorganization yes 14. no ~ no Is your residence a: single family residence multi-family residence (apartment, townhouse, mulU-plex) dormitory other 15. Whatwas your households, total pre-tax incomefor this past tax year? less than 25,000 25,000 to 40,000 40,000 to 60,000 60,000 to 80,000 80,000 to 100,000 morethan100,000 Thank youforyourtime,we hopeyouhaveenjoyed theride/drive clinic. Please remember to attend yourgroup&scussion on Wednesday night. Please usethespacebelowto addany comments. Innovators Part C: Post-Test Drive Nowthat you have had an opportunity to drive a few examplesof small EVs, please answer the following questions. 1. Electric vehicles are not yet practical to replace gasoline fueled vehicles. (Circle one.) 1 = strongly agree 2 = agree 2A. 3 = indifferent 4 = disagree 5 = strongly disagree If you ownan EV, do any of the vehicles you rode in or drove during this clinic seemto be improvements over your own EV? yes no If yes, whichones: 2B. If you do not nowownan EV,can you imagine replacing one of your gasoline vehicles with one of these EVs? yes no If yes, whichone of these EVswouldyou most be interested in acquiring? 1( City-E1 4 ( ) HorlacherCity 2( Nordskog 5 ( ) HorlacherSport 3( KewetEl-Jet 6 ( ) Esoro If no, wouldyou consider adding one of these EVsto your current set of vehicles? yes Which one? no o 4. Whatcharacteristics of these vehicles are better than your EV? Whatcharacteristics of these vehicles are worsethan your EV? Independentof price, wouldyou consider buying any of the vehicles in the drive climc? . ~yes Which ones: d-xviii no Howoften do you drive more than 10 zmles from home? . 1( ) Daily 2( ) Weekly 3( ) Monthly4( ) Less than monthly 5( ) Almost never Morethan 30 miles? I( ) Daily 2( ) Weekly . 3( ) Monthly 4( ) Less than monthly 5( ) Almostnever Are any of the cars in your household, including your EVs,consistently driven less than 20 miles per day? ~yes no If yes, please describe the use of that vehicle. Primarily used for commuting to work Primarily used for commuting to school Primarily used for local errands Used for many purposes, just not driven very far Used only infrequently Other o Other than the vehicle you just described, are any of the cars in your householdconsistently driven less than 50 miles per day? ~3res If yes, please describe the use of that vehicle. Primafdy used for commuting to work Primarily used for commuting to school Primarily used for local errands Used for many purposes, just not driven very far Used only Other infrequently no d-xix . Someof the velucles you drove or rode in today are intended to meet all USDepartmentof Transportation passenger vehicle safety standards and someare not. Consideringalso how you might use one of these vehicles, whichof the following statements most nearly matchesyour feeling regarding the safety of these vehicles. I wouldnot consider buyingany vehicle whichis not fully safety certified as a passenger vehicle. I wouldconsider buying a vehicle whichmeets some, but not all, safety standards as long as I was informed about which standards were met and which were not. I would consider buying a vehicle even if it were registered as a motorcycle and thus wasnot required to meet passenger vehicle safety standards and flus meantI had to wear a helmet. I0. If you were buying a newcar and believed EVscould improveair quality, but newEVs were only offered in the small bodystyles you have seen today, whichof the following statements do you beheve most nearly describes howyou wouldact? (Chooseonly one I would consider buying a small EV. I wouldnot consider buying a small EVbecause the driving range betweencharges Is too short. ~_I would not consider buying a small EVbecause the top speed is too slow. I wouldnot consider buying a small EVbecause I don’t believe they wouldbe safe. 11. If you were to choose one wayyou could improveair quality in this region, which would you choose: ___. carpool to work bicycle or walkinstead of driving ~buy an EV use transit instead of mycar other Demographic, Household Vehicle InformaUon 1. Are you proficient or handy m a waywhich you believe makesyou moreadaptable to owning and using EVs? ~yes no ® Are you (check one): ~.Empl, d outside my home Retired Work~: ,ny home ~Temporarily not Student workmg If you are currently employedoutside your home,what is the approximatelocation of your workplace? 3. Davis any of the commtmJtJeseast of Sacramento,for Downtown Sacramento example, Citrus Heights, Orangevale, Roseville .______North Sacramento West Sacramento ~South Other ( Sacramento ) Howmanypeople m your household have valid drivers’ licences? Howmanymotor vehicles are available to your household memberson a daily basis? Please include vehicles your household ownsor leases and vehicles w~,t~:h are "company cars" but are available for personal use. o Please describe these vehicles. If you have morethan four, please provide this information for the four vehicles whichare most used in a typical week. If you live in a householdof non-related adults whodo not share cars, describe your vel-Acles(s). Vehicle1 Vehic~ 2 Vehicle3 Vetch4 Make Model Model year Acquired Newor Use¢ Total MAleson this Vehicle Doyou and other drivers in your householdregularly swapvehicles? . yes no d-xxi Doyou ownor rent your residence? own 8. Howlong have you hved at your current residence? ~years ~.months 9. Howlong have you lived in the Yolo/Sacramentoarea? 10. Doyou plan on remainingin tb2s area? 11. Including yourself, howmanypeople in your householdare in these age categories: . under ~.months yes 6 years 65 years 25 to 64 years or older Doyou have a reserved or dedicated place to park at least one of your motorvehicles? yes 13. no 6 to 15 years 16 to 24 years 12. ~years rent Is your residence a: no single family residence multi-family residence (apartment, towrthouse, multiplex) dormitory other 14. ( Whendo you plan to purchase or lease your next newor used motor vehicle (choose one): in the next 6 months in the next 1 year in the next 2 years __ m the next 5 years after 5 years or possibly never Tins vehicle most likely will be acquired: new used d-xxii This vehicle most hkely will be a: subcompact sedan with a trunk subcompact hatchback compactsedan wlth a trunk compact hatchback . compact stationwagon mid-size sedan mid-size stafionwagon full size sedan full size stationwagon mini-vanor full size van ~pickup truck ~.sport utilityvehicle __sports 15. Doyou belongto the Sierra Club, Friends of the Earth, Clean Air Coalition or any other environmental organizaUon? no 5’es 16. In the past 12 monthshave you acuvely worked,either as a volunteer or a paid employee, for an environmentalorganization no __yes 17. car Whatwasyour households, pre-tax incomefor this past tax year? less than 25,000 to 40,000 ~.25,000 40,000 to 60,000 60,000 to 80,000 __80,000 more than to 100,000 100,000 Thankyou for your time, we hope you have enjoyed the clinic. Please rememberto attend your group discussion on Tuesdaynight. Please use the b, ~. ~ of this page to add any commentsyou wouldlike. d-xxiii FOCUS GROUP OUTLINE I. Introduction A. ITS Davis B. Discuss in greater detail the vebacles you sawon Saturday D. C. Commentsserve to: 4. 1. inform manufacturers, vendors 2. inform SMUD 3. reform ITS EVmarketing studies informyou of the variety of opinions Anonymous -- tape recorded and notes taken E. Rules - Oneat a time - Everyone needs to be heard from - Specific outline of questaonsto be considered, comments at the end F. RoundtableIntroduction - Name - Howlong a memberof the Electric AutomobileClub - Do you own an EV? II. Vehicle Use A. Recalling the attributes of each vehicle, for what purposescan you imagine using them? Be very personal -- can ~ drive to work in a City-El? Whyor whynot? Can another memberof your household makethese trips in these vehicles? 1. City - E1 2. Kewet 3. Geo Metro 4. Horlachers, Esoro Bo Prompts I* Travel m work or school 2. Travel to grocerystore 3. Travel to doctor or dentist 4. Out to dinner Emergencytrips 5. II. Vehicle Use (continued) C. Whatis the knportant characteristic of the vehicle whichprevents you from using one of these vehicles for a specific purpose? Range 1. 2. 3. 4. 5. 6. D. Whydoes vehicle attribue apply? Distances too far 1. 2. 3. 4. 5. 6. E. III. Top Speed AccleraUon Body Style Safety Other Haveto travel on freeway or other high speed route Haveto haul cargo or passengers Vehicle not safe Have to wear helmet Other Howmanyof your activities can you travel to in this vehicie? Vehicle Comparisons-- Basedon your years of experience and learning, the test drives and the discussion wejust had about using these vehicles: A. Comparethe cars you saw Saturday to the EVsyou nowdrive (for those that do nowdrive EVs) 1. Whattrips can you makein the test drive vehicles that you can’t makein your own? 2. Whattrips can you makein your vehicle that you wouldnot makem one of the test vehicles? B. Comparethe test vehicles to each other. 1. Independent of price, which vehicle wouldyon most like to own?next7 Least like to own? why? a. follow-up on vehicles betweenmost and least favorite? b. Whatis the value of special features of EVs?(Tell air bag story.) A. Elicit list of special EVfeatures, prompts(if necessary) Homerecharging. Emissions. Cost to run. Quiet. Other Howdo you value these features? B. Is homerecharging really a convemence? d-xxv V° VI. Doyou compareEVsto gasoline cars? Is your choice to ownan EVdriven by a comparisonto gasoline cars and trucks? A. Is your rankangof the test vehicles based on comparisonsto gasoline cars, or just to the EVs? B. Whatother standard might you use? 1. Transit or other modesof travel? 2. Changesin lifestyle? Purchase and Price A° Doany of you see yourselves buyingone of the test vehicles or a vehicle similar to any of them? . B° Is your interest to ownthe best possible EVyou can buy, or is the process of building and converting your ownvehicles the central interest you have in EVs? Wehave talked about vehicle use, you have your ownexperiences with EVs, you have told mewhich vehicles you prefer independent of price. Nowlet us imaginethat the followingprices apply to each of the vetucles (not countingtax incentives),: City-E1 Kewet Geo Horlacher City Esoro Horlacher Sport $5,000 $10,000 $15,000 $17,500 $20,000 $22,500 Wouldyou buy any of these vehicles? Which?Why? (Play with prices if necessaryto causeinitial purchase. Adjust prices to cause switch to next lower and higher vehicle.) *This is only an exampleof the sets of prices offered. Pnceswere changedfrom gro~,Jp to group to observethe effects of changesin prices on choices. Therank order of the prices of the vehicles was preserved from group to group. e-i APPENDIX E: HOUSEHOLD iNTERViEW VEHICLE FORM NEV Household interview Log version" 2.03 Household #: Town/City: Diary Week: interview Date: if found, please return to: Ken Kurani Inst=tute of Transportation Studies University of California, Davss Daws, CA 95616 TRIALS INTRODUCTION NeighborhoodElectric Vehicle Demonstratmnand Marketing Study WS-Davis, Caistart, PG&E,SMUD Background Information HouseholdInformation (pre-record available info.) All regular household membersand guests -~;taymg with householddunngthe diary week. First Name Occup. Relation Drivers License FemaleHousehold Head Male Household Head Child 1 Child 2 Child 3 Other Housing Type: T’~JLcal Week Are thel e any trips you often makewhich you just happenedto havenot madeduring the weekyou kept your diaries? (prompt for: non-car trips; personal business, errands -banksr hair cuts; work errands; chauffeur t= ips. Locate these activities on the map.) Destination Mode Distance Howoften? Unusual Trips m the diary Other than trips you madejust to play we.’ the EV, are there any trips in the diary which are extremely unusal? (prompt of non-car trips) Destmat=on/Day Mode Distance Howoften? The next few questions deal with trips you makeby somemodeother than one of your householdscars. Regular travel in vehicles not belonging to the household Car.pooling, van pocimg~re q. ular sh, armqof rides for non-workurposes. Destination Mode Distance Howoften9 Transit Use Doeshouseholduse transit? Yes / No Howmanyminutes walk to nearest transit stop? Whichtransit service is available at that stop? Doyou beiseve there are places it Is easy to reach by transit from your home?Yes / No if yes, namea few e-IV Walking and Cvchng Other than for recreation~ does anyonein ~’our householdwalk or bicycle regulary9 Destination Mode Distance Howoften? WeekendTravel 9 (out-of-town trips, Whatkinds of trips do you often makeon weekends people, etc.) Destination Mode Distance hauling loads or Howoften? SeasonafNacatlon/Hohday Travel Special trips for vacation or holidays9 M~for seasonaltrips - e~l. ski trips9 Destlnat|on ]i Mode Distance Howoften? Car Rental Do you ew rent cars for local travel? other) (prompts: family, friends visiting; car in the shop, Where is your: Usual Grocery Store Doctor Dentist EmergencyMedical Serv=ces Local family or friends you regularly visit Bank Favontecoffee shop, cafe~ restaurant Recreation spot (park, sports venue, gym) Other ( ) Refueling Behavior Whendo each of you refuel? (prompts: gauge level; odometer miles, schedule) Atso, context: whenleaving town, on way homefrom work, etc. Howfar do they think they can still drive whenthey typicaly refuel? Wheredo you buy gasoline? (prompts: regular statIon, typical |ocatlons) e-vi Car Purchase Story Descnbevehicles household owns: Make Model Year Bought new or used Which car was most recently purchased? Whydid you buy this specific car? (How does this vehicle reflect lifestyle choices?) Tell us about Driving the NEV (Briefly, wewill cover details in later questions.) NEV TOPICS Range Limit vehicle use? Did the rangeof the vehicle ever limit youruseof it9 Did you ever run out of charge? Recharging ~ Howdid you feel about the state-of-charge gauge?Wasit useful9 stressful Did you use it to decide whento recharge, or did you recharge on a schedule? Recharging locations Home:Tell-us about recharging at home Where? When? Time of Day~Depthof Discharge Conventence/Inconven)enceof recharging Away-from-Home: Did you ever recharge away from home? WhereO When9 Time of Day~Depthof Discharge Convenience~inconvenience Safety Werethere any occasslons whenyou felt uneasy about your safety whendriving this vehtcle? Describe those occassions Why?Where’~ When?Was discomfort caused by vehicle size, speed, both, other? Speed Minimumacceptable speed?Desired top speed?Describe those specific situations (Iocat{on, speed, trip, traffic) in whtchspeedwasfelt to be inadequate.Are they different from those situations in which they felt unsafe? Wherespecifically were they’~ Single lane or two Lanesof traffic? Wastraffic light or heavy9Evenif they never felt speedwastoo slow, wouldthey still want higher top speed9 Traffic Did you feel safe in the vehicle whenin traffic? Routes Did you changeyour usual routes to destinatEons basedon speed, safety perceptions? Vehicle Size Visibility Being Seen, Heard Did you feel the vehicle could be seenby other drivers, cyclists, pededstrians? Did ~ ~ ever feel you had "snuck up on" a pedestrian or cylc=st whohadn’t heard you coml~ ~? Parking Describe parking the vehicle. out? Easy/hard. Convenient/Inconvenient. Being seen backing Occupancy/Cargo capacity Did you ever makea tnp in a larger vehicle swmplybecausethe NEVdid not have enough seats’~ cargo space? Howmuchmore space would you have neededin the NEV? ACTIV|TY SPACE is it usual for your trips out of town (prompt: off the map)tobe plannedwell in advance? Whenwas the last time you madea last minute (prompt: did not knowit the night before) out-of-town trip’~ ACTIVITY SPACE DESCRIPTION Whatare the modesyou use to access various activities? (makeI=st) Whatare the things you do within the range of walking, cychng and the NEV?(prompts: soc=alize, recreatmon,go to school, shop, work) Whereare these activit=es located on the map?(Record locations on maptoo.) Draw boundaries around "ModeSpaces" =- walk space, bike space, small EVspace, car space Howflexible etc.? are these boundaries? Whatchangesthem == weather, whois taking trip, GAMING Space Games The householdnowownsa small EV. It replaces an existing car m the householdfleet. Which vehicle is replaced? Reconstructtravel days ustng the newhouseholdfleet. Householdcan changecharactermstJcsof their act=vity space, but not of the vehmlein order to accomplish mrs travel Promptwith positive and negative attributes of proxtmity -shorter travel t=mevs increased nmseand traff=c, ability to walk vs attraction of others m autos, etc. (Find one diary day which creates problemsin veh=cie use. Be able to trace all travel for that day. Maketable wh=chsummarizestravel for household.) Whotakes which vehicles where and when’~ Day/Trip ,r Driver Actual Mode Destination New Mode Notes Howare, these decisions made? Wouldthe householdprefer to contract or expandtheir actwity space given theNEV9For what modedoes the NEVsubstitute? Car Games: if unable to replace one of the householdvehicles, wouldyou add th,s NEVto your household stock? Yes / No (Descnbe the replacementladdlt=on choice. Howwas it made?Whomade=t? Whois most affected by choice? Is there a pnmarydriver of the NEV?To what actlwtles is it asslgned’~ Whataffected the cho=ce-- vehicle character=stlcs, travel characteristics, location of actwitles? DEBRIEFING Anything we have not discussedwhich would makeit easier for you to use such a vehcle? Woulda small electric vehicle like the one you drove handle all of your in-town travel needs (include walk and bike trips)9 Yes/No Wouldit increase your householdslocal travel? Cons~denng your experience with the vehicle and all we have discussed, this evemng,what would you need in order to decide to buy such a vehJcleO (What other information? What newor enhancedor improvedattribute? Whatother vehIcle is the point of reference for the NEV-- a car, or a bicycle’S) Anectodes/Observat~qn~ Whatdo cars meanto th~s household?imagevs. function. Lifetyle choice. Howstable are the hfestyle choices of this householdlikely to be over the next few years? Presenceor absence of children? Housing choices? Job choices? APPENDIX F: VEHICLE DESCRIPTIONS the STATEWIDE SURVEY in The appendix contains the vehicle descriptions supphed to the statewide mail survey. respondents in Part 4 of the questionnaire. Neighborhood electric vehicle Neighborhoodelectric vehicle is designed for around the town dnving. Easy parking, hanoi;ling anduse. Comesas two passengerversion or small rear seat for two additional passengers.Cargoroom for four bagsof groceries. Vehicle overall length is 11 feet, width is 5 feet. Canpark in small places Turning radius 15 ft. Top;speed is 40 mph. Accelerates 0-40 in 15 seconds. The range before recharging is 40 miles. The overall weight of the vehgcle is 1200 lbs. Compositestructure is fully crash tested and passesall federal crash safety. Optional amrbags. The neighborhoodelectdc is not intended for freeway and highway dnving. Cost~sless than a pennyper mile for electricity. Plugs into any 110 volt plug. Rechargesin one to two hours dependingon the charge level of the battery. Replacementcost of battery back is just $500 Optional solar panels. Offers 7 mdesextra of range on sunny day. Batteries are guaranteed for 20,000 miles. Drive train and motor is warranteed for ten years or 60,000 miles. Service is minimal. MeetsCalifornia Zero Emissionsvehsc~estandards for small vehicles. Quahfies for sometax credits. Community electric vehicle Do all of your refueling at home;no gasoline on your handsor fumes. Costs less than 2 cents per mile to drive, whenchargedat night, 6 cents per mile for daytime charging. Simply plug into any 110 volt wall socket for a slow charge (slow charge takes 8 - 10 hours if batteries fulty discharged), or Install a special 220 volt quick charge circuit and outlet in your garage, carport or driveway of your home, condominiumor apartment* (quick charge takes 2-4 hours if batteries fully discharged) *(Utility rebates available for installing newcircuit) Communityeiectnc does not have fast charging capabihtles Features two battery ranges 60 miles per charge, lead acid gel ceils Warranteedto 25, 000 miles (replacement cost $800). 80 miles per charge, lead acid gel ceUs. Warranteedto 25, 000 raises (replacement cost $12oo). Newrange instrumentation : Tells precisely how many miles are left (smart instruments estemate range based on how your dnve). Drive train: 60 horsepower, three phase, alternating on the vehicle. current motor. Top speed 75 mph(speed is governed to reduce drain to batteries) Accelerates 0-60 in 13 seconds (some sports models faster). HEATING AND AIR CONDiTIONiNG Standard interior of vehicle pre=air condit=onedor heated while recharging. Options A. Heatedand cooledseats. B. Advancedheat-pumpstyle air conditiomng. Minimal energy use. Optional Solar panels for roof and hood. Provides 10 extra miles on sunny days or can extend range by offsetting alr-conditeonmg load. Maintenance: 10 minute battery and check up service each 10,000 miles. Warranty: 2 years or 24, 000 miles warranty on electronics, 8 year or 100,000 mile warranty on motor and drive train, 25,000 mite warranty on batter=es. Regional electric vehicle Do ,all of your refuehng at home;no gasoline on your handsor fumes. Costs less than 2 cents per mile to drive, whenchargedat night, 6 cents per mile for daytime charging. Simply plug into any 110 volt wall socket for a slow charge (slow charge takes 8 - 10 hours if batteries fully discharged), or Install a specaal220 volt quick charge circuit and outlet in your garage, carport or dnvewayof your home, condomimum or apartment* (qu,ck charge takes 2-4 hours if batteries fulty dfscharged) *(Ut=hty rebates available for installing newcircuit) Fast charging capabilities are standard equipment, recharge up to 80% of your battery in around20 minutesat special fast charge stations. Features two battery ranges 100 miles per charge, wovenlead acid "sandwach"ceils. Warranteedto 25, 000 miles (replacement cost $2000 130 miles per charge, nickel metal hydnde. Warranteed to 50,000 miles (replacement cosi ~ $5000). Newrange instrumentation : Tells precisely how manymiles are left (smart instruments estimate range based on howyour drive). Drive train: 140 horsepower, three phase, alternating on the vehicle. current motor. Top speed 85 mph (speed is governed to reduce drain to batteries) Accelerates 0-60 in 8-9 seconds (some sports models faster). HEATING AND AIR CONDITIONING Standard Interior of vehicle pre-air conditioned or heated while recharging. O ptio n s A. Heatedand cooled seats (Japanesestyle heating and air) B. Advancedheat-pumpstyle air conditioning. Minimal energy use. Optional Solar panels for roof and hood. Provides 10 extra miles on sunny days or can extend range by offsetting air-conditioning load. Maintenance: 10 minute battery and check up service each 10,000 redes Warranty: 2 years or 24, 000 miles warranty on electronics, 8 year or 100,000 mile warranty on motor and drive train, 25,000 mile warranty on lead acid, 50,000 miles on mckel metal hydride battenes. f-iv Hybrid elect: c vehicle Hybrid vehicle extends range of battery poweredelectric, has on small sized on=board reformulated gasoline engine to provtde extra miles and gasohnerefuehng for long tnps. Gasohneragne extender automatically fires whenbatteris reach mimmum level. One hundredand forty miles of range, dependingon bodytypes. Twosetups. Type one: Minimal battery setup. 40 miles of advancedlead acid battery range, automated switch to 40 horsepowerrange extender for 100 additional miJes on gasoline. Type two battery pack replacement = $1000. Rechargetime on 220 volt Js 1-3 hours depending on level of battery charge. Typetwo: Maximum battery setup. 80 miles of advancedlead acid batteries range, automatedswitch to 40 hsp gasoline fired range extender 60 additional miles on gasohne. Battery repalcement for type one =$1700. Rechargehmeon 220 volt recharge circuit is 2-4 hours dependingon level of battery charge. Fast Charging available on Type 2 maximumvehicle only. Standard pre-heating and cooling while charging. Optional heat pump air-conditlomng. Meets CahfomiaUltra-Low Emissions Vehicle requlrements.(Does not qualify for Zero Emissions vehicle standards becauseof emissions whenrange extender operating as well as vapor emissions from gasohne refuehng). Economy modelscome with AM FM radio, and manual transmission (air optional) conditsoning is Standard models come with AM/FMand Cassette, manuai or auto transmission (electrics do not have transm=ssions) anti-lock brakes, drivers air-bag, power windowsand cruise control (air conditioning is optional) Luxury models comealso with CDStereo sytem, automatic chmate control, all poweraccessories, leather seats and sunroof, keyless entry dual airbags, Maintenance: Oil change each 7,500 miles, Lube, safety check, belts, exhaust, minor tune-up and safety check, every 25,000 miles, major service at 75,000 miles, replace belts, coolants, catalytic converter on range extender. Warranty : Four year or 50,000 mile on emissions system. Three year or 36,000 mile power train warranty, two year or 24, 000 on rest of vehicle. 25,000 mile warranty on the batteries. Compressed natural gas vehicle Natural gas: The sameclean and safe fuel used for heating and cooking at your home. Natural gas has been usedfor decadesin NewZealand, Canadaand other nations in place of gasohneto powervehicles. Available in all sizes of vehicles through full sized vehicles. Clean fuel and low engine wear. Impact resistant compressiontanks, madeof spun aluminum and wrappedwith fiberglass. Refueled: at qumk-fill stations in about ten minutes. Optional empty. HomeRefueling Appliance: can be slow filled Driving Range: overnight, 6=8 hours when Single cylinder (80 miles range) Double cylmder (120 miles range) Fuel price: the equivalent of paying 70 cents per gallon for gasohne Dedicated: natural gas only vehicle -- not a dual-fueled conversion-- optimized for htgh octane natural gas, samehigh performanceas gasohne. Powered: by 4, 6 or 8 cylinder fuel injected combustion engines Meets California credits). Annual smog check Ultra-Low Emissions Vehicles standards ($1000 tax required Maintenance: Fuel cyhnder safety test required every five years. Oil changeeach 7,500 mUes,lube, safety check, belts, exhaust, minor tune-up and safety check, every 25,000 mile,s, major service at 75,000 miles, replace belts, catalytm converter. Warranty: Lifetime warranty on cyimders Four year or 50,000 mile on emissions system. Three year or 36,000 mile power train warranty, two year or 24,000 mile warranty on rest of vehicle (same as reformulated gasohne) Economy:models comewith AM/FMradio, and manual transmission (a,r conditioning optional). is Standard: models comewith AM/FMand cassette, manual or auto transmission, anti-lock brakes, dnvers air-bag, powerwindowsand cruise control (air conditioning is optional). Luxury: models comealso with CDStereo system, automatic cl,mate control, dual airbags, air poweraccessories, leather seats and sunroof, keyless entry. Reformulated GaFoline Vehicle Fuel and mileageThis vehicle runs on reforrhuiated gasoline, which is a less polluting type of gasoline, =s not dffferent in any other waysfrom previous gasoline vehicles, gets between18 and 38 miles to the gallon dependangon the model. Available in all sizes and models. Powered:by 4,6, and 8 cylinder fuel rejected combustion engines. Options: Four wheel drive, a=r condJt=oning (standard on luxury models) and automatic transmission. Meets Low Emissions Vehicle credit) requirements for State of California (no tax Annual smog check required Maintenance:Oil change each 7,500 miles, Lube, safety check, belts, exhaust, minor tune up and safety check every 25,000 miles, major service at 75,000 Warranty: Four year or 50,000 miles on emisstons system. Three year or 36,000 mile power train (engine and transmission) warranty, two year or 24,000 mites on rest vehicle. Economy:models comewith AM/FMrad=o, and manual transmission (air optional) cond=tioning is Standard: models comewith AM/FMand cassette, manual or auto transmission, anti-lock brakes, drivers air-bag, power windowsand cruise control (air condltiomng is optional) Luxury: models comealso with CDStereo system, automatic chrnate control, dual airbags, all poweraccessories, leather seats and sunroof, keyless entry