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Introduction This appendix contains the 12 congestion pricing project case studies conducted as the main component of the original research undertaken for NCHRP Project 08-75. These case studies represent three major congestion pricing categories, as shown in Table A-1. Case study locations are provided in Figure A-1. The process for having assembled these case studies is described below. First, the Research Team completed national and international inventories of congestion pric- ing projects, identifying a total of 12 projects, and grouped them into three major categories: · Variably priced managed lanes · Toll facilities with variable pricing · Cordon and area pricing The research for the case studies was then completed in two phases. Initially, the Research Team conducted internet-based research to identify germane reports and other documenta- tion available on performance measurement activities associated with these active congestion pricing projects. The Research Team identified reports and other publicly available materi- als describing the methodologies used and the results of these performance evaluation pro- grams. In many cases, the research was supplemented with telephone conversations with staff from the transportation agencies sponsoring the projects to obtain additional information and clarifications. Table A-1. Case study congestion pricing projects by type. Colorado Department of Transportation I-25 Express Lanes Florida Department of Transportation 95 Express Harris County Toll Road Authority Katy Managed Lanes Variably Priced Managed Lanes Minnesota Department of Transportation MnPASS Lanes Orange County Transportation Authority 91 Express Lanes San Diego Association of Governments I-15 Express Lanes Washington State Department of Transportation SR 167 HOT Lanes Toll Facilities with Variable Ontario Ministry of Transportation Highway 407 Express Toll Route Pricing The Port Authority of New York and New Jersey Congestion Pricing Program Central London Congestion Charging Cordon and Area Pricing Singapore Electronic Road Pricing Stockholm Congestion Tax 90
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Congestion Pricing Case Studies 91 Figure A-1. Case study congestion pricing projects by location. Following this initial effort, the Research Team conducted telephone and in-person interviews with staff from each of the sponsoring agencies of the 12 pricing projects. These interviews used a comprehensive list of questions to explore gaps in knowledge remaining from the initial inves- tigations. These discussions focused on (1) the unique goals and contexts of the different pricing projects, (2) a review of the specific performance metrics used to assess them, (3) how the spon- soring agencies use those different pieces of information in managing their facilities, and (4) the information they provide about them to the public and interested stakeholders. These discus- sions also explored the challenges sponsoring agencies had in developing monitoring procedures for their pricing projects, the types of information that would have been helpful to them in over- coming those challenges, and lessons derived from their experiences that would be helpful to other peers implementing pricing projects. Following the case study research, the Research Team organized its findings in written case studies providing salient information on the contexts in which the pricing projects had been implemented and the programs used to monitor and document their performance. The case studies are intended to provide readers with parallel information about each of the congestion pricing project case studies, enabling readers to identify parallels and distinguish unique aspects. Each case study consists of the following: · An overview of the agency sponsoring the congestion pricing project · A review of the agency's congestion pricing program
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92 Evaluation and Performance Measurement of Congestion Pricing Projects · A discussion of the different metrics used to monitor the performance of the agency's conges- tion pricing projects · Identification of other data collection efforts associated with the implementation of the agency's congestion pricing projects · A review of why performance evaluation takes place and how the agency uses the performance monitoring data it collects · A review of lessons learned and discussion of additional data or information that would be helpful to the sponsor or other agencies considering the use of congestion pricing In addition the case studies are accompanied by a detailed Facility Performance Monitor- ing Summary Matrix providing a comprehensive record of all current, known metrics used to monitor performance on the facility, organized by evaluation category. In addition, the matrices provide the following information for each individual metric: · Frequency of collection · Purpose · A simple indication of overall importance · Characterizations of the metric that relate back to agency or facility goals · Sources of information · Related notes The matrices, presented in a parallel format, list each and every performance metric identified among the 12 case studies, along with an indication of whether the different measures are actu- ally tracked for each specific project. This approach was used to facilitate easy comparison of the monitoring procedures used for the 12 case studies and to facilitate a further distillation of best practices by type of priced facility. The matrices organize the performance metrics in the follow- ing broad categories: · Traffic Performance · Public Perception · Facility Users · System Operations · Environment · Transit · Economics · Land Use