Integrating Transit with Road Pricing Projects     

(Center Identification Number: 77948-00)

Principal Investigator:

Steven Reich, Transportation Program Evaluation & Economic Analysis (TPEEA) Program Director

Phone: 813-974-6435
E-mail: reich@cutr.usf.edu
Fax: 813-974-5168
Center for Urban Transportation Research
University of South Florida

Co-Principal Investigator:

Janet Davis, Transportation Program Evaluation & Economic Analysis (TPEEA)  Deputy Director

Phone: 813-974-6920
E-mail: davis@cutr.usf.edu
Fax: 813-974-5168
Center for Urban Transportation Research
University of South Florida

External Project Contact:

Diane Quigley
Florida Department of Transportation, Public Transportation Office
diane.quigley@dot.state.fl.us
Phone: 850-414-4520

I.  Project Objective/Problem Statement/Background

At the heart of the concept of congestion pricing rests the fundamental economic principles of allowing market forces and pricing to allocate the use of scarce infrastructure capacity efficiently. However, by focusing congestion pricing applications exclusively on roadways and highways, the power of harnessing the entire transportation system (especially existing or new transit services) to meet travel demand may not be fully realized. As the nation seeks new means to address global climate change and the role that transportation systems may play in advancing effective solutions, industry professionals must ensure that congestion pricing initiatives are efficiently account for the relationships and impacts across the modal spectrum. There is a need to research and illustrate the utility of transportation pricing as a means of managing trip making demand, not just vehicular demand, which is critical to ensuring that pricing projects are responsive to today’s environmental, productivity, and financial imperatives. To ensure that road-pricing projects are targeted to comprehensively address improved transportation network performance in a multimodal manner, additional research into the relationship of transit services and road pricing is required.

II. Objectives/Tasks

The objective of this research is to study and report on practices leading to a better integration of transit services with road pricing strategies.  The objective is to understand to what extent a multi-modal approach to congestion pricing would lead to a better utilization of the transportation infrastructure.  These objectives will be achieved by exploring past and current practices in the multimodal integration of priced roadways, and in the understanding of how current plans for managed lanes in Florida could potentially impact transit service and pricing.

Task 1.  Project Kickoff and Project Management

This task will cover project management at CUTR including producing required progress reports and carrying out deliverable reviews before submittal to FDOT.  A kick-off meeting shall be scheduled to occur within the first 30 days of execution by the university.  The preferred method for the kick-off meeting is via teleconference or video conference.  As a minimum, the project manager and the principal investigator will attend.  The Research Center staff shall be advised of the meeting and given the option to attend.  Other parties may be invited, as appropriate.  The subject of the meeting will be to review and discuss the project’s tasks, schedule, milestones, deliverables, reporting requirements, and deployment plan.  A summary of the kick-off meeting shall be included in the first progress report.

Task 2.  Document Transit Integration Practices

The research would begin by gathering information on the state of practice of multimodal integration for priced roadways and facilities, including information on current access (for bus, single‐occupant vehicles, and HOVs) and mode transfer points, historical funding policies/ patterns that may support or hinder integration or connectivity, public perception/ education/ communication issues related to multiple modal options in managed lanes, and the benefits of integrated systems to both highway and transit operators and their users.  Special attention will be paid to park and ride lot facilities. This documentation will be accomplished through the review of project reports, a review of the literature, consultation with staff of the National Bus Rapid Transit Institute and conversations with transit agency personnel involved with providing services in a managed lane context.

Task 3. Synthesize Transit Agency Responses to Various Managed Lane Operations

The methods and techniques identified in Task 2 will be analyzed to find any themes or trends that relate the extent, type and incremental transit service relative to the nature of the managed lane projects that have been implemented.  Examples of the service adjustments include: re-routing of existing express service, additional express bus service, addition of feeder bus service; elimination of parallel routes; etc.  The nature of managed lane projects that have been implemented include, but are not limited to: conversion of HOV to HOT; new HOT construction; peak hour static pricing; dynamic pricing; and others found in the conduct of the project.

As a part of this task, transit trip pricing and road pricing relationships will also be examined in attempt to determine if there is any discernable relationship between the trip cost differential and transit ridership in corridors where managed lanes and transit services have been implemented.

Task 4. Assess Transit Successes Post Implementation

Though research and dialogue with transit service providers, this task will indentify the lessons learned from the projects examined in Tasks 2 and 3.  The objective of this task will be to identify best practices found in the implementation of transit services in conjunction with managed lanes projects.  A summary of these findings will serve as the primary basis for the draft final and final reports.

Task 5. Final Report

At the conclusion of the project funding period (90 days before the end date), CUTR will summarize and synthesize all of the data collected in the previous tasks and provide a draft final report to FDOT’s Research Center.  The 90-day review period will allow adjustments resulting from FDOT comments.

The revised document will be provided to the FDOT Project Manager and the Research Center within 12 months of the issuance of the Task Order.  Further details on the final report are described below in the Deliverables section. Work not included in this scope of service is not to be performed and will not be subject to compensation by the Department.

III. Deliverables

Project Kickoff Meeting

A kick-off meeting shall be scheduled to occur within the first 30 days of execution by the university. The preferred method for the kick-off meeting is via teleconference or video conference.  As a minimum, the project manager and the principal investigator will attend.   The Research Center staff shall be advised of the meeting and given the option to attend.  Other parties may be invited, as appropriate. The subject of the meeting will be to review and discuss the project’s tasks, schedule, milestones, deliverables, reporting requirements, and deployment plan.  A summary of the kick-off meeting shall be included in the first progress report.

Progress Reports  The Principal Investigator will submit quarterly progress reports on a calendar quarter basis to the Research Center.  The first report will cover the activity that occurred in the 90 days following the issuance of the Task Work Order.

Reports should be submitted within 30 days of the end of the reporting period.  Reports are due even if little or no progress has occurred (in which case, the report should explain delays and/or lack of progress).  Progress reports should be sent in MS Word to Sandra Bell, sandra.bell@dot.state.fl.us  not to the Project Manager

Progress reports must include the following information:

  • Contract Number, Task Work Order Number, and Title in the report and in the subject line of all e-mail correspondence for the submission of reports
  • Work performed during the period being reported
  • Work to be performed in the following period
  • Anticipated modifications (i.e., to funding, schedule, or scope).  This section is for reporting/informational purposes, not for officially requesting an amendment. Note:  To request an amendment to a contract, the contractor must provide the project manager with the appropriate information (i.e., what is being requested with justification) in the required format.  If the project manager concurs with the request, he/she shall forward it with his/her approval and commentary, as appropriate, to the Research Center for administrative review and processing (pending available funds, etc.
  • A Progress Schedule (figures A, B, and C) updated to reflect activities for the period being reported.

Failure to submit progress reports in a timely manner may result in termination of the work order.

Draft Final Reports  The Draft Final Report is due 90 days prior to the end date of the task work order. The draft final report will be submitted to Sandra Bell, sandra.bell@dot.state.fl.us. It should be edited for technical accuracy, grammar, clarity, organization, and format prior to submission to the Department for technical approval.  The Executive Summary in the beginning of the report must be written in the Governor’s prescribed Plain English.  The Principal Investigator will provide a double sided copy of the report for the Project Manager’s review. The Research Center expects contractors to be able to provide well-written, high quality reports that address the objectives defined by the scope of service. Draft final reports must be prepared in accordance with the “Guidelines for Preparing Draft Final and Final Reports.”

Final Reports- Once the draft final report has been approved; the university shall prepare the final report.  The university will deliver a minimum eight (8) copies on CD or DVD – seven (7) CDs should contain the final report in PDF format, one (1) CD should contain the final report in PDF format, MS Word format and a Summary of the Final Report.  The CD/DVDs should be labeled in a professional manner and include at a minimum the contract number, task work order number, project title and date.  The final report is due no later than the end date of the task work order and should be delivered to the following address:

The Florida Department of Transportation

Research Center, MS 30

605 Suwannee Street

Tallahassee, FL 32399-0450

Project Closeout

A closeout meeting shall be scheduled during the final 30 days of the project.  The purpose of the closeout meeting is to review project performance, the deployment plan, and next steps. Attendees shall include, as a minimum, the project manager, the principal investigator, and the Research Center performance coordinator. This meeting is to occur prior to the expiration of the contract and subsequent to the approval of the draft final report.

IV. Project Schedule

Start Date:  December 2011              Expected End Date: July 2013

V. Project Budget

Total Lump Sum Amount (Salaries and Benefits)              $85,985.23

Cost Reimbursable Subtotal                                                     $8,082.72

Indirect Cost (subtotal x 10%)                                                       $808.27

Total Project Cost                                                                       $94,876.22

VI. Equipment

No equipment is anticipated nor requested for the completion of this study.

VII. Travel

No travel is anticipated for this project. All travel shall be in accordance with Section 112.061, Florida Statutes. FDOT employees may not travel on research contracts.

VIII. Personnel

Principal Investigator: Stephen L. Reich is the Program Director of the Transportation Program Evaluation & Economic Analysis (TPEEA) team at the Center for Urban Transportation Research (CUTR) at the University of South Florida.   Mr. Reich has over 30 years of transportation experience, much of it at the policy level.  His background in transportation financing and programming includes having been responsible for a state department of transportation’s six-year multi-billion dollar capital program, implementing innovatively financed projects, and acting as staff to a state secretary of transportation during two successful statewide transportation revenue increase initiatives.

Co-PI and Researcher: Janet L. Davis is the TPEEA deputy director.  Ms. Davis will participate in the project from start to finish, and as Co-PI will exercise project management duties, in addition to researching, gathering and analyzing data, and writing and editing for this project.

Researcher:  Joel Volinski is the director of the National Center for Transit Research (NCTR) program at CUTR. He will provide internal review of the draft final report and oversight throughout the project period, and while his effort is small on this project, his expertise is essential to this project and the program. The budget figure reflects his estimated input for this project.

Researcher: Alexander Kolpakov, research associate, will conduct research on Task 1 and Task 2 of this report.  He has previous grant funded research in analyzing the impact of toll way pricing on behavioral changes.

Program Assistant:  Will provide assistance with contract administration including quarterly reporting, layout and editing of the draft final report as well as other programmatic and clerical assistance needed for this project. While OPS, the program assistant is a highly skilled staff member with a wide-range of essential duties. As stated earlier, the annualized salary proposed is a calculation of a part-time hourly rate.

Graduate Research Assistant:  A graduate research assistant will perform most of the detailed data analysis of the under Task 3. The graduate student selected will need to be enrolled at the Masters level.  College coursework in advanced statistics and data analysis will be needed as they are required for the project work.  Again, his or her annualized salary proposed is a calculation of their hourly rate and is competitive with similar graduate students in the college.

 

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