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SUMMARY Evaluation and Performance Measurement of Congestion Pricing Projects NCHRP Report 694: Evaluation and Performance Measurement of Congestion Pricing Proj- ects is the result of NCHRP Project 08-75. This material is designed for practitioners involved in planning, design, and operation of congestion pricing projects or practitioners consider- ing implementation of such projects. This report will help practitioners understand how and when to put evaluation and performance measurement programs in place as well as how to identify and develop appropriate performance measures, collect necessary data, evaluate performance, and communicate results. The report contains five chapters; a list of abbreviations, acronyms, and initialisms; a glos- sary of key terms; and an appendix. Throughout the chapters, "real-life" anecdotes appear inside text boxes offering additional context on the material presented. These anecdotes are taken directly from operational examples of and issues surrounding today's congestion pric- ing projects. Chapter 1 discusses why this report was prepared, including the problem statement behind the research for NCHRP Project 08-75. The chapter defines the three forms of con- gestion pricing (i.e., variably priced managed lanes, toll facilities with variable pricing, and cordon or area pricing) around which the report's recommendations are organized. The chapter also presents a detailed context in which the application of congestion pricing and its performance evaluation and measurement takes place. Planning, design and construc- tion, and operations are considered. Chapter 2 presents the methodology used to prepare this report. It discusses the important aspects of the underlying research undertaken and the primary products used to compile the findings and recommendations. The chapter also summarizes the state of the practice of congestion pricing in the United States and briefly discusses its likely future. Chapter 3 provides detailed recommendations and key considerations on initiating con- gestion pricing project performance evaluation programs and selecting specific performance measures. The chapter synthesizes the findings of the research behind this report to present a comprehensive list of potential performance measures organized into eight evaluation areas. For each of the three forms of congestion pricing, guidelines are offered on selecting the most relevant, cost-effective measures based on goals, identified constraints, and other factors. The guidelines are organized further by evaluation area. Chapter 4 presents detailed information and recommendations for integrating performance evaluation and measurement and public outreach, including the advantages and disadvan- tages of doing so, and specific recommendations on market research techniques and con- stituency-building tactics. Chapter 5 summarizes the main findings of the report. 1
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2 Evaluation and Performance Measurement of Congestion Pricing Projects Appendix A contains case studies of 12 active congestion pricing projects produced as the primary research product from NCHRP Project 08-75, as described in Chapter 2. Each case study includes a description of the facility's performance evaluation program and a detailed matrix identifying each performance measure applied in practice. The case studies are designed to supplement the recommendations of the guidelines and offer users detailed contexts that may be relatable to users' specific needs.