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Ensuring Equity with Priced Managed Lanes
Monday, April 29, 20192:00-3:30 PM ET
TRANSPORTATION RESEARCH BOARD
The Transportation Research Board has met the standards and
requirements of the Registered Continuing Education Providers Program.
Credit earned on completion of this program will be reported to RCEP. A
certificate of completion will be issued to participants that have registered
and attended the entire session. As such, it does not include content that
may be deemed or construed to be an approval or endorsement by RCEP.
Purpose
To discuss methods for identifying, evaluating, and mitigating access and affordability challenges for priced managed lanes facilities.
Learning Objectives
At the end of this webinar, you will be able to:
• Determine common equity challenges projects face and the tools available to mitigate them
• Identify which project team members are positioned to lead equity efforts
• Identify when equity concerns arise in various project life cycles
North Central Texas TEXpress Lanes System:Achieving Horizontal Equity by Optimizing
Local/Regional Accessibility
April 29, 2019 Transportation Research Board (TRB) Webinar Program:AHB 35 Standing Committee on Managed Lanes – Ensuring Equity with Priced Managed Lanes
Presented by: Jeffrey C. NealNorth Central Texas Council of Governments (NCTCOG)
2
North Central Texas TEXpress Lanes SystemRegional Overview – Development of an Integrated Network
Source: TEXpress Lanes (https://www.texpresslanes.com/maps/texpress-lanes-map)
Initial segments opened in 2014
In 2019, a connected system of TEXpress Lanes over 100 miles now open on eight roadway corridors: Public-Private Partnerships (PPPs):
LBJ Express (IH 35E & IH 635 – Dallas County)
North Tarrant Express Segments 1, 2, & 3A/3B (IH 35W, IH 820, & SH 121/183 – Tarrant County)
Texas Department of Transportation (TxDOT): DFW Connector (SH 114/121 – Tarrant County)
IH 30 (Dallas/Tarrant County)
35Express (IH 35E – Dallas/Denton County)
Midtown Express (SH 114/183 & Loop 12 –Dallas/Tarrant County)
3
North Central Texas TEXpress Lanes SystemRegional Overview – Continued Service Expansion
Two programmed projects will expand the TEXpress Lanes system another 20 miles within the next 5 years: IH 635 LBJ East – US 75 to IH 30 (Dallas
County)
IH 35W North Tarrant Express Segment 3C –US 287 to Eagle Parkway (Tarrant County)
By 2045, TEXpress Lanes will exceed 200 miles in overall length
TEXpress Lanes comprise much of the regional priced facilities network
Seamless operation provided by the North Texas Tollway Authority (NTTA)
4
North Central Texas TEXpress Lanes SystemBusiness Terms/Policies for Tolled Managed Lanes
Approved by the Regional Transportation Council (RTC) in 2006 (modified in 2007, 2012, & 2018)
Supports regional goals of maximizing transportation choice, ensuring travel reliability, incentivizing HOV/transit use, and providing stable revenue for PPPs: Fixed-fee schedule applied during first six months of operation; dynamic pricing applied thereafter
Market-based tolls utilized during dynamic operation with an established toll rate cap
At all times, full toll rate is effective for SOV users and no tolls will be paid by transit vehicles
HOV users (2+ persons) will receive a 50% peak-period toll discount (M – F: 6:30 – 9:00am & 3:00 – 6:00pm)
Toll rates will be established to maintain a minimum average corridor speed of 50 MPH
All corridors, including comprehensive development agreement (CDA) facilities, operate under the same policy
For CDA-leased corridors, duration should maximize potential revenue and tolls will remain after conclusion
Enforcement to include more advanced (automated) verification technology phased in over time
Delivery only within a System Policy Boundary (Mobility 2045: The Metropolitan Transportation Plan for North Central Texas) to address widespread tolling concerns – includes 13% of NCTCOG area, but 79% of overall congestion
5
North Central Texas TEXpress Lanes SystemDemonstrating Successful Performance
10+ MILLIONvehicles have used TEXpress in 5 years (DFW population –7.5 million in 2019)
32% of TEXpress users each month are new
15% of TEXpress vehicles are luxury brands
95% of TEXpress users are casual users with an average bill less than $50/month
Average speeds in TEXpress corridors up 10-15%, including non-tolled lanes
10-15% of TEXpress users are positive about their experience
Dallas-Fort Worth (DFW) TEXpressLanes provide reliable access to/from a variety of destinations:
+ +
80%
6
North Central Texas TEXpress Lanes SystemCharacteristics Promoting Equity Through Physical Accessibility
Physical separation from general purpose lanes Perception of quality and safety by users, ability to allow
truck traffic, and justification for differential speed limits
Dedicated entrance/exit lanes Multiple ramp varieties:
T-Ramps
Wishbone Ramps
Slip Ramps
Exclusive Direct Connectors
Slip Ramp
Exclusive Direct ConnectorWishbone Ramp
T-Ramp
Source: TEXpress Lanes (https://www.texpresslanes.com/maps/texpress-lanes-map)
7
North Central Texas TEXpress Lanes SystemCharacteristics Promoting Equity Through Modal Accessibility
High-Intensity Bus/Guaranteed Transit: Influenced by the TRB’s “Transit Cooperative Research Program Report 166:
“Characteristics of Premium Transit Services that Affect Choice of Mode”
Exemption from tolls and high reliability of TEXpress Lanes provides strategic opportunity to operate high-intensity bus routes across the full network
In 2017, the RTC funded a $14 million pilot study under cooperation with the region’s transit providers to implement corridor concepts:Dallas Area Rapid Transit (DART) –
South Garland Transit Center – Dallas-Fort Worth International Airport (IH 635)
DART/Trinity Metro –
Downtown Dallas to Downtown Fort Worth via Grand Prairie/Arlington (IH 30)
Trinity Metro/Denton County Transportation Authority (DCTA) –
Downtown Fort Worth to Downtown Denton via Alliance Airport (IH 35W)
8
North Central Texas TEXpress Lanes SystemCharacteristics Promoting Equity Through Automation Technology
Procurement
Research
Request for Information
Demonstration
FHWA Value Pricing Pilot Program (VPPP): Multi-year effort utilizing IH 30 (Tom Landry Freeway) as a pilot test corridor for innovative products “Regional Value Pricing Corridor Evaluation and Feasibility Study (2005)”
“Influence of Travel Behavior, Sensitivity to Environmental Justice, and Use of Innovative Technology (2011)”
“Vehicle Occupancy Detection Technology Proof-of-Concept Testing for the North Central Texas Council of Governments (2014)”
Following collaborative TxDOT/NCTCOG RFP in 2016, Carma Technology Corporation was issued Notice to Proceed to develop a mobile auto occupancy detection/verification technology framework: DFW Connector Pilot Test (2017) – 98.4% exact match in reported occupancy
Acceptance testing completed in 2018 with confirmation of statewide interest
FY 2019-21 implementation funding approved by RTC in October 2018
Over $3 million in expected direct cost savings from existing system in the next decade
9
North Central Texas TEXpress Lanes SystemAutomation Technology – Why Mobile Occupancy Verification?
No additional roadside infrastructure: No right-of-way for HOV declaration areas or staging locations, lights,
and/or technologies for law enforcement
Compatible with existing infrastructure and monitoring technologies
Reliability and privacy: 100% road network coverage, works 24 hours/day and 365 days/year,
and is invulnerable to weather, traffic, and/or vehicle variances
Opt-in by users (no interaction required after initial setup), and no “peering” inside vehicles
No PII data: Toll Tag plus verified occupancy
Network benefits: Improved safety, increased average network flows, enhanced air
quality, leakage reductions, and optional occupancy “perks”
“Big data” analytics for performance measurement and aggregate planning information
Roadside Sensing
PatrolEnforcement
HOV
ManualDeclaration
MobileOccupancyVerification
10
North Central Texas TEXpress Lanes SystemEnvironmental Justice Analysis
Traffic Survey Zone Category
Below Poverty All Protected Classes Non-Protected Classes
No-Build(of TolledFacilities)
Build(including Tolled
Facilities)
No-Build(of TolledFacilities)
Build(including Tolled
Facilities)
No-Build(of TolledFacilities)
Build(including Tolled
Facilities)Jobs Within 30Minutesby Automobile
667,698 686,394 634,685 654,315 362,123 376,509
Average Speed(mph) 24.99 26.41 23.71 25.15 23.88 25.07
Minutes to Travel 20 Miles 48.02 45.43 50.60 47.70 50.25 47.87
Year 2045 Toll Road/TEXpress Lanes Build Scenario benefits all North Central Texas commuters
Results indicate that continued construction of the planned system would create no disproportionate impacts on environmental justice populations
Natalie BettgerSenior Program Manager
(817) [email protected]
Jeffrey C. NealProgram Manager
(817) [email protected]
Dan LamersSenior Program Manager
(817) [email protected]
NCTCOG Transportation Department Contacts:
April 29, 2019 Transportation Research Board (TRB) Webinar:Ensuring Equity with Priced Managed Lanes
North Central Texas TEXpress Lanes System:Achieving Horizontal Equity by Optimizing
Local/Regional Accessibility
I-15 Express LanesTRB Webinar Program – Ensuring Equity with Priced Managed LanesRyan Ross, San Diego Association of GovernmentsMarch 2019
2
Project Goal: Enhance Mobility –Congestion Relief Travel choices (Transit, ridesharing,
FasTrak) Legislative Authority – AB 713 (1993)
Congestion relief through pricing Excess revenue be used on transit
improvements FHWA Value Pricing Pilot Program (1996-
1999) 8-Mile Reversible Lane demonstration:
2-phases Broad public support for Congestion
Pricing $1.1B 4-Lane ML facility (Opened 2012)
Expanded to 20-miles Dynamic pricing $0.50 to $8.00 Moveable barrier maximizes capacity 5 Direct Access Ramps - Bus Rapid
Transit Stations 20+ Intermediate Access Points
How we got here
3
Who can use the Express Lanes
Free (no transponder required) HOV2+ (Carpools, Vanpools, Transit) Clean Air vehicles with proper sticker Motorcycles
Paying a fee (transponder required) Solo Drivers
Business Rules
Traffic, Revenue & Operating Expenses (FY18) AWDT: 236,500 GP Lanes 84% HOV (40,900) 16% SOV (8,200) $13.96M Total Revenue ($2.66 Toll) $6.25 million OpExAccounts and Transponders 29,214 FasTrak accounts 43,901 active transpondersBus Rapid Transit / Rapid Express 6,440 AWR
Enforcement CHP ~360 citations / monthJoint Agency Corridor Management Cost-sharing O&M Caltrans, SDMTS and SANDAG
Performance Overview
4
5
Completed during Program design (2001)
Methodology Qualitative and quantitative techniques Stakeholders interviews, Focus groups, Surveys
Findings Perception from all groups was that project was fair and equitable Support across all income groups and among both users and non-users
Recommendations Step-Up Public Information and Customer Marketing Efforts Ensure High-Quality Transit Service and System Connectivity Continue to Address Long-Range Regional and Inter-County Planning Issues
Equity – Early research
66
79
7067 66
56
68 67
61 60 59
72 70
0
10
20
30
40
50
60
70
80
90
Overall 18-24 25-34 35-44 45-54 55+ White Hisp. Asian >40 40-70 70-100 100+
%
Income ($000’s)EthnicityAge
6
Public Outreach Findings
Approval of FasTrak Program By Age, Ethnicity, and Income
7
Facility access Intermediate access throughout the
facility Need more data to understand who
is benefiting Pricing
Dynamic pricing based on the level of congestion
Revenue Dedicated to Transit $1M annual subsidy ~ $ 11.5M
Total Project provides options for non
SOV travelers Express Lanes ease congestion
on the main lanes
Equity – How we operate today
8
Increased peak period congestion Increase in "HOV Only" events
Limitations of current toll policy Maximum toll of $8.00
Enforcement
Lacking transponder requirements for HOV and Clean Air Vehicles
Today's Operational Challenges
9
Decisions triggering a Social Equity Impact Assessment Plan for a new program or service Capital projects Expanding/Reducing/Removing a
service, program, or funding Determining allocation of funding or
benefits Adding or modifying charges or fees
Tools and resources available: Social Equity Handbook Social Equity Data Viewer Social Equity Training Language Assistance Plan Legal advisor on Title VI and other
applicable laws
Social Equity at SANDAG
10
Step A. Identify Communities of Concern Select communities impacted by the proposed activity Conduct community characteristics inventory using GIS and census data
Step B. Create Public Involvement Plan tailored to community needs Step C. Using demographics, travel behavior information, surveys and focus groups, determine whether the
activity may cause a disproportionately high and adverse effect or inhibit equal access to services or benefits for low income or minority populations or other Communities of Concern
Step D. Evaluate proposed activity Consider its likely effects Work with impacted communities in an iterative manner to decide on alternatives to be used for
comparative impacts analysis Step E. Conduct Title VI Analysis Step F. If a disparity exists of 20% or more between the low income or minority populations and their
counterpart populations for the preferred alternative, further Title VI Analysis required Review alternatives and incorporate mitigation measures identified during community engagement Analyze potential enhancement measures or offsetting benefits to avoid a disproportionately high and
adverse effect on low income or minority populations Step G. Will there still be a disparate impact after modifications are made or alternatives are utilized? Step H. Document findings for an override (if necessary) due to choosing the least impactful alternative after
mitigations. Ensure negatively impacted populations are supportive of override to avoid litigation
SANDAG Social Equity Impact Assessment Process Outline
THANK YOURyan RossSan Diego Association of [email protected]
11
Environmental Justice Studies of Georgia Express Lanes
Richard O’HaraProject Manager, Office of Innovative DeliveryApril 29th, 2019
22
We Will Cover
• Georgia Express Lanes Network• Post-Open Environmental Commitment• Survey Design and Implementation• Corridor Impacts• Network Applications
33
Georgia Express Lanes Network
44
Express Lanes Operations
No trucks or trailers
Peach Pass required
Everyone paysNo vehicle occupancy/vehicle type exemptions
Only registered transit vehicles, vanpools, and emergency
vehicles are toll-exempt
System-to-system
connectivityProvided between
express lane corridors
Dynamic pricingPrices rise and fall to
maintain performance (e.g., speed of
45 mph)
55
Express Lanes Benefits
More Reliable Travel Times
More Consistent Travel Speeds
Increased Transit Options and Opportunities
66
Hispanic11.7%
Asian6.6%
Other2.1%
White41.9%
Black37.7%
Racial Profile
Below Poverty
Level15.8%
Above Poverty
Level74.2%
Income Profile
Atlanta Regional Commission Environmental Justice Profile
Are the benefits equitably distributed?
Do the Express Lanes cause adverse impacts?
If so, what is the best way to mitigate?
77
Environmental Commitment Timeline
2022:Regional EJ and Express Lanes Trend Analysis
2013:Low-Income Quantitative Analysis
2015:Environmental CommitmentStudy Design
2016-2017:Pre-Open Baseline Data Collection and Reporting
2018-2021:Post-Open Annual Data Collection and Reporting
88
Environmental Commitment
“Annual Surveys of users over a three-year period will be conducted;
dissemination of monitoring information will be provided on the State Road
and Tollway Authority (SRTA) and the GDOT websites. While the data
gathered from these surveys may not enable near-term mitigation with this
particular toll project, it will be available to assist in making decisions about
any future toll-related projects that might be studied in the future.”
99
Survey Design
• Executive Order 12898• Requires each Federal Agency to make achieving Environmental Justice a
part of its mission by, “identifying and addressing, as appropriate, disproportionately high and adverse human health and environmental effects of its programs, policies, and activities on minority populations and low-income populations in the United States.”
• FHWA Order 6640.23A• Defines Minority and low-income as Environmental Justice populations.
• Atlanta Regional Commission• Average Environmental Justice populations by category
1010
Georgia State University
• Institutional Review Board review and approval
• Academically rigorous standard of research
• Defensible findings• Data collection conducted by
trained Research Assistants
1111
Data Collection and Analysis
• Pre-survey notification postcard to Targets Households
• Student pairs visit Target Households• Interview Eligible adult resident• Identify adjacent address for Grid
Sample• Leave paper survey with pre-
stamped return envelope• Independent Variables
• Income Status• Minority Status
• Dependent Variables• EL Attitudes• EL Behaviors• 95% Confidence Level
5472
5208
5216
I-85 Extension
I-75 South Metro
Northwest Corridor
Planned Sample
7800Planned Responses Over Four Years
2512 Responses to Date
1212
Sample Stratification
1313
Northwest Corridor Express Lanes Success
Travel speeds are 30% faster in the express lanes than in the general
purpose lanes
Rush hour has been reduced by 1 hour
Total trips: 2.5 million
Weekly trip average: 23,600
23.6K
Average daily fare: $1.60
2.5M
1414
SR 400 Express Lanes and BRT
• GDOT is partnering with regional transit agencies to accommodate potential BRT access to Express Lanes
• Georgia issued $100M transit bond• Future success is the full integration of
premium transit service within an Express Lanes corridor
1515www.dot.ga.gov/MMIP@GeorgiaDOT @GADeptofTrans @gadeptoftrans
THANKYOU
For Viewing
495 and 95 Express Lanes
Customer choice, regional benefit
ELISA BELL, Customer Experience Director
Transurban
Prepared for:
TRB | April 2019
ABOUT TRANSURBANSmarter ways to get around cities
$32B market cap
TOP 15listed company on ASX
$19B of key
infrastructure
delivered with
government
partners
8.5Mcustomers
INNOVATIONin projects – procurement –
financing – startup investment
– operations – safety $1.3M in community
investment
328,000 hours average
workday travel time savings
$16B in financed
toll road
projects in
the last 12
months
$1.6Bin supply chain spend
20,000+current indirect jobs
1.5Mdaily trips
2ndtransportation company
globallyin the Dow Jones
Sustainability Index
495, 95 and 395 EXPRESS LANES NETWORKA growing network that is supporting the region’s economy
2012
495 Express
Lanes open
2014
95 Express
Lanes open
2017
95 S. Terminus
Extension opens
2022
95 Fred Ex
opening
$4 billion+TRANSPORTATION
NETWORK
2019
395 Express
Lanes opening
Beyond 2022
495 Northern
Extension
$6.3 billion generated in economic activity
28,000+jobs created
3 milliontravel hours saved per year
80-minute averagetravel time savings across the network
ECONOMIC AND TRAVEL BENEFITS
PROVIDING PREDICTABILITY TO TRAVELERS
Full length rush hour 495 southbound Express and regular lanes
PROVIDING TRAVEL CHOICES FOR ALLTransit, commuter-friendly network
2012
495 Express
Lanes open
97Kdaily tolled trips
across the network
800+daily bus trips across
the network
100Kdaily HOV users
across the network
(HOV+3)
WHO IS USING THE EXPRESS LANES?Frequent customers are working families with young children
At least 7 in 10 customers check
traffic apps when deciding to
choose the Lanes
53% have
children
under the
age of 18
73% use
convenience
services like
Amazon at
least once a
month
Customers use the Express Lanes for:
Commuting to
work
Visiting family and
friends
Getting to the
airport
Vacation
travel
Frequent customers see value
See personal benefit
Satisfied
Positive impression
83%
76%
86%
83%
80%
86%
495 Express Lanes 95 Express Lanes
60%of frequent
customers
make less
than $100,000
2018 State of the Lanes research study performed by APCO
Frequent customers
top 2 reported vehicles +
Over 1/3 of frequent
customers have
employers who fund
or reimburse toll trips
HONDA TOYOTA
amazon.cominstacart
CUSTOMERS ARE SEEING VALUEMost trips on the Express Lanes cost less than a lunch out at a fast casual restaurant
The vast majority of
customers spend
more on a single tank
of gas than they do on
tolls throughout an
entire month.74%of customers
spend less than
$20 a month*
of customers
spend less than
$20 a month*
85%
76%of trips
were less
than $12*
Average toll
$5.35
Average toll
$8.45
87%of trips
were less
than $12*
On-road data from Q1 FY 2019
WHAT OUR CUSTOMERS ARE SAYING
2012
495 Express
Lanes open
They get me from
point A to Point B in
the shortest amount of
time.
“
They at least give you the
chance to not sit in traffic for
what seems like an eternity.“ There is never any
traffic on the Express
Lanes, which is the
whole point of using
them!
“
I can breeze through without any problems.“
Express Lanes are a great solution
to ease the proverbial gridlock that
plagues the major highways in the
region 7 days a week.
“
Express Lanes provide a more
reliable trip for buses, vanpools
and sluggers and motorists
traveling in the congested
Northern Virginia region.
““ “ “
““ “
IMPLEMENTING CUSTOMER INITIATIVESResearch and data-driven solutions to support and educate customers
Customer programs and
travel giveawaysSocial care and outreach
Customer and road safety
programs
Customer education
programs
Research driven
approachFirst Time Forgiveness
97%of trips are paid,
HOV or exempt
at time of travel
Approximately
3% of trips are
unpaid
LEVERAGING DIGITAL TOOLSEnhancing the customer experience
Express Lanes mobile app Express Lanes websiteExpress Lanes social media
• Pay for missed tolls
• Real-time toll prices
• Live traffic camera feeds
• Education and promotion
• Project updates
• Customer engagement
• Road updates and timely alerts
• Education and promotion
• Real-time toll prices
• Live traffic camera feeds
• Trip planning
• Education
• Missed toll management
DEEP DIVE: LINKTGOProviding resources for frequent and casual users
DEEP DIVE: FAIR TRAVEL PROGRAMEnsuring fair and correct use of the Lanes
2012
495 Express
Lanes open
LOCAL GRANT PROGRAMSBuilding strong, connected communities
Meals on Wheels
Carpenter Homeless Shelter
Alexandria Police Foundation
Fairfax County, Arlington and Alexandria Schools
The Arc of Northern Virginia
Habitat for Humanity
The Women’s Center
and more…
$850,000 awarded to more
than 200 organizations
Transurban
Today’s Speakers• John Freyermuth, HNTB, [email protected]• Matt Click, HNTB, [email protected]• Jeff Neal, North Central Texas Council of Governments,
[email protected]• Ryan Ross, San Diego Association of Governments,
[email protected]• Rick O’Hara, Georgia Department of Transportation,
[email protected]• Elisa Bell, Transurban, [email protected]
Get Involved with TRB• Getting involved is free!• Join a Standing Committee (http://bit.ly/2jYRrF6)• Become a Friend of a Committee
(http://bit.ly/TRBcommittees)– Networking opportunities– May provide a path to become a Standing Committee
member• Sponsoring Committee: AHB35• For more information: www.mytrb.org
– Create your account– Update your profile
Receiving PDH credits
• Must register as an individual to receive credits (no group credits)
• Credits will be reported two to three business days after the webinar
• You will be able to retrieve your certificate from RCEP within one week of the webinar