Road Usage Charging and Finance Conference - IBTTA
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Road Usage Charging and Finance Conference May 15-17, 2022 | Denver, CO EARLY SESSIONS SUNDAY, MAY 15, 2022 10:00am – 12:30pm RUC 101 WORKSHOP If you work in tolling but have not had much experience with road-usage charging (RUC), then don’t miss this Workshop. Depending on your region of the world, you may have heard RUC referred to as a vehicle-miles-traveled (VMT) charges or mileage-based user fees (MBUF) but the concepts are the same. Participants will get an overview of the basic concepts, business approaches, and technology alternatives. You’ll gain an understanding of the history and evolution of RUC and how it relates to other forms of road pricing, including traditional tolling, managed lanes, and congestion pricing. Presented by experts in the field from both private and public sectors, the session will provide attendees with a foundational understanding of RUC before heading to different sessions of the IBTTA RUC- Finance conference. Join us for this unique event presented by IBTTA and the Mileage- Based User Fee Alliance (MBUFA). MODERATOR: Mark Muriello, Director, Policy & Government Affairs, IBTTA, Park Ridge, NJ Frederic Charlier, CEO, ClearRoad, New York, NY Vickie Dewey, Global Innovation: Tolling and Next Generation User Fees, AECOM, Orange, CA Nina Elter, Senior Vice President, Global Market Development, EROAD Inc., Albany, Aukland, New Zealand Steve Morello, Senior Advisor, CDM Smith, Sarasota, FL 1
Road Usage Charging and Finance Conference May 15-17, 2022 | Denver, CO 1:30pm – 2:30pm THE STATE OF PLAY: HOW DO RUC AND TOLLING COEXIST? Toll systems have been operating in the United States for more than 100 years while Road Usage Charging (RUC) systems are a recent innovation. With the completion of several voluntary pilots and full roll out of RUC systems planned in several states, attention is focused now on how RUC systems might be operated and administered when implemented. This session will explore the synergies between tolling and RUC. Will the roll out of RUC systems and subsequent operations change the way the public feels about paying for infrastructure? Will RUC be managed by DOTs, DMVs, toll operators, and/or private account managers? What role can toll agencies play in managing RUC? How might a national RUC program feature tolling as an integral component? Can future infrastructure funding systems accommodate both programs? How will we address equity concerns? The answers to all of these and more will form the core of this session. MODERATOR: Terri Slack, Vice President, National Toll Program Manager, CDM Smith, Pittsburgh, PA Express Lanes Tolling and RUC: Getting the most out of complimentary strategies Daryl Ballantyne, RUC Program Manager, Utah Department of Transportation, Salt Lake City, UT Planning for Tolling in a State with RUC Lucinda Broussard, Toll Program Director, Oregon Department of Transportation, Portland, OR Learnings for Tolling and RUC from Other Industries Kevin Kelly, Principal, Deloitte Consulting LLP, Portland, OR RUC and Tolling: Meant to Be Friends Lauren Prehoda, Road User Charge Program Manager, California Department of Transportation (Caltrans), Sacramento, CA 2
Road Usage Charging and Finance Conference May 15-17, 2022 | Denver, CO 3:00pm – 4:00pm POLICY OUTLOOK: LOOKING TOWARD A NATIONAL APPROACH This session will dovetail with the preceding session—The State of Play: How Do RUC and Tolling Coexist?—to provide the ideas and insights of prominent industry thought leaders to the previous session’s state-level case studies and examples from other industries. Attendees will learn more about what pilots have been successful and how they might begin to scale up into a national approach to RUC. MODERATOR: Joseph Averkamp, Senior Vice President Business Development and Sales, Neology, San Diego, CA Presentation Title TBD Jeff Davis, Senior Fellow, The Eno Center for Transportation, Washington, DC How the Toll Industry Can Lead the RUC Transition Robert Poole, Director of Transportation Policy, Reason Foundation, Plantation, FL Road User Charging: The End Game Ed Regan, Consultant, Ed Regan Consulting, Lake Mary, FL Assessing the Scalability of Surface Transportation System Funding Alternatives (STSFA) Pilot Projects Elizabeth Repko, Director, Physical Infrastructure, Government Accountability Office, Washington, DC Perspectives of the Mileage-Based User Fee Alliance Barbara Rohde, Executive Director, Mileage-Based User Fee Alliance, Washington, DC 5:00pm – 6:30pm WELCOME RECPETION WITH EXHIBITORS 3
Road Usage Charging and Finance Conference May 15-17, 2022 | Denver, CO MONDAY, MAY 16, 2022 7:00 – 8:30am Registration 7:00 – 8:30am Breakfast with Exhibitors 8:30am – 10:30am GENERAL SESSION 8:30am – 9:00am WELCOME REMARKS Patrick Jones, Executive Director and CEO, International Bridge, Tunnel and Turnpike Association, Washington, DC Diane Gutierrez-Scaccetti, Commissioner, State of New Jersey Department of ; Transportation, Trenton, NJ; President, International Bridge, Tunnel and Turnpike Association, Washington, DC Carol Kuester, Director of Electronic Payments, Bay Area Toll Authority, Metropolitan Transportation Commission, San Francisco, CA Michael Davis, P.E., DBIA, Vice President, Tolls and Technology Service Group Leader, RS&H, New Smyrna Beach, FL 9:00am – 10:30am STATE RUC PROGRAM SHOWCASE: WHAT'S BEEN DONE AND LESSONS LEARNED When IBTTA first conducted a survey to gather ideas for the RUC conference program, this was among the most popular suggestions—a rapid-fire group of presentations focused on up to eight different state RUC programs and pilots. Each presentation will provide a summary of the project, what went well, what went wrong, and what was learned through the implementation and operation of the program. Then the session will take the form of a more interactive panel focused on identifying next steps and future directions for these programs, and addressing how each state program would integrate, or not integrate, into a national program. Moderator: TBD Utah Washington Daryl Ballantyne, RUC Program Reema Griffith, Executive Director, Manager, Utah Department of Washington State Transportation Commission, Transportation, Salt Lake City, UT Olympia, WA Oregon California Maureen Bock, Chief Innovation Lauren Prehoda, Road User Charge Program Officer, Oregon Department of Manager, California Department of Transportation/OReGO Program, Transportation (Caltrans), Sacramento, CA Salem, OR Hawaii Minnesota Ging Ging Fernandez, Sr. Project Manager – Trey Baker, Associate Vice Transportation, CDM Smith, Honolulu, Hawaii Presient, Advisory Services, WSP USA, Austin, TX 4
Road Usage Charging and Finance Conference May 15-17, 2022 | Denver, CO 10:30am – 11:00am Refreshment Break with Exhibitors 11:00am – 12:30pm BREAKOUT SESSIONS DEVELOPMENTS IN TECHNOLOGY Today’s transportation is defined by rapid advancements in automation, sensors, connectivity, and software. These technological evolutions both demand new transportation financing and present the opportunity for a new RUC paradigm of data accuracy and integrity, minimized administrative burden, enhanced user experience, and seamless integration with other services and systems as part of a holistic transportation network. This session will explore the opportunities and implications of in-vehicle and roadside technologies for RUC and its place in the larger transportation landscape. This includes the roles of new and existing technology market players (e.g. OEMs, telematics providers, third-party aggregators, payment collectors, etc.), the use of technology to address equity concerns, enable interoperability and expand services (e.g. MaaS, mobility wallets, etc.), technological solutions to allow user choice and protect privacy, and the need for standardization as these technologies interact with and integrate into the RUC market. MODERATOR: John Peracchio, Managing Member, Peracchio & Company, LLC, Grosse Pointe Shores, MI RUC at Scale: Convergence of Tolling, RUC, and the Connected Vehicle Ecosystem Jeffrey Adler, Ph.D., P.E., Vice President, Solution Consulting, Kapsch TrafficCom, Rockville, MD FHWA's Identification and Test of Technologies for Implementation of a National Road Usage Charge Pilot Angela Fogle, Congestion Pricing Program Manager, Federal Highway Administration, Washington, DC Collecting RUC Data from Automated Vehicles Richard Foote, Chief Technologist for Advanced Mobility Systems, Jacobs, Boston, MA How Technology and RUC Work Hand in Hand Gerd Nees, Product Owner RUC and Logistics, Be-Mobile, Melle Belgium 5
Road Usage Charging and Finance Conference May 15-17, 2022 | Denver, CO THE POST PANDEMIC WORLD AND THE NEW NORMAL: CHALLENGES AND OPPORTUNITIES FOR TRANSPORTATION FINANCE As we enter the third year of the COVID-19 pandemic, there is considerable uncertainty regarding the determinants of short-term and long-term changes in travel behaviors, including the shape of growth in journey-to-work travel and small- package deliveries. This uncertainty makes it harder to predict the growth and characteristics of personal and commercial vehicle travel. The impact of the pandemic on travel patterns so far has varied by geography, economic sector compositions, government policies, and work-from-home policies. Willingness to pay a road usage charge may also change as the pandemic impacts travel patterns, household income, and supply chains. Vehicle automation and electrification will add to this uncertainty. This session will address how to acknowledge and incorporate these uncertainties in traffic and revenue forecasts and their impact on capital programs, decision-making, and equity concerns. MODERATOR: Nathan Macek, AICP, Infrastructure Finance Director, HDR, Washington, DC Revenue Forecasting throughout COVID - one size doesn't fit all Phil Eshelman, Senior Project Manager, Stantec Consulting Services Inc., New York, NY What is the New Normal? Kamran Khan, Senior Vice President, CDM Smith, Lisle, IL Adapting To Lessons Learned From Traffic Performance Through The Pandemic May Require Operational Changes John Medina, Vice President - Senior Credit Officer, Moody's Investors Service, New York, NY Financial Strategy for Tolling Resilience Mary Sallach, Director of Strategic Initiatives, State Road & Tollway Authority, Atlanta, GA Financial Implications of COVID on Toll Roads Anne Tricerri, Director, Fitch Ratings, New York, NY 12:30pm – 2:00pm Lunch with Exhibitors 6
Road Usage Charging and Finance Conference May 15-17, 2022 | Denver, CO 2:00pm – 3:30pm BREAKOUT SESSIONS AROUND THE WORLD: INTERNATIONAL DEVELOPMENTS This session looks at road usage charging from an international perspective. While other sessions often have a decidedly North American perspective, this session explores what Europe is working on, including rate setting and pricing, the European green deal, and lessons learned from pilots in Belgium and Italy. MODERATOR: René Moser, Senior EU and International Affairs Manager, ASFINAG, Vienna, Austria Rate Setting To Reach Goals Jan Cools, CEO, Be-Mobile, Melle Belgium Technologies For a Seamless Road Usage Charging In Europe: Lessons Learned Paolo Guarnieri, Head of Business Development, Movyon S.p.A., Rome, Italy A Case Study of SmartMove Brussels: The Future of Charging Kevin Kelly, Principal, Deloitte Consulting LLP, Portland, OR The EU Green Deal Political and Legislative Framework: A Path Towards Decarbonization Goals Emanuela Stocchi, Director of International Affairs, AISCAT (Associazione Italiana Società Concessionarie Autostrade e Trafori), Rome, Italy RATE SETTING AND PRICING: HOW MUCH DO I HAVE TO PAY? Static, time of day, and dynamic tolls are set and adjusted through various processes including indexing, legislative approvals, and automatic adjustments based on usage. The uses of toll revenues vary from paying off the debt used to fund the infrastructure capital cost to helping pay for other transportation modes. Current concerns about reduced fuel tax revenues, pandemic-induced changes in travel behavior, equity, and climate change have spawned renewed discussions about toll rate setting parameters, policies and processes. This session will examine fundamental questions and provide solutions regarding rate setting for tolling and RUC to advance sustainable revenue, equity, and climate change. MODERATOR: Adrian Moore, Vice President, Reason Foundation, Sarasota, FL The Importance of Understanding the Who and the How in Pricing Impacts Nikhil Puri, Principal, Cambridge Systematics, Inc., Jersey City, NJ Addressing Low-Income Impacts of Tolling and Road Usage Charging Carl See, MPA, Deputy Director, Washington State Transportation Commission, Olympia, WA Setting RUC Rates: What Can We Learn from Highway Cost Allocation Studies? Amna Shafique, Graduate Student, Research Assistant, San José State University, San Jose, CA Asha Weinstein Agrawal, Director, San José State University, San Jose, CA 7
Road Usage Charging and Finance Conference May 15-17, 2022 | Denver, CO 3:30pm – 4:00pm Refreshment Break with Exhibitors 4:00pm– 5:30pm GENERAL SESSION ADDRESSING THE CHALLENGES OF MULTIPLE JURISDICTIONS Over the years the tolling industry has developed policies, business rules, legislation and legal agreements to manage among and between jurisdictions issues such as enforcement, compliance and out-of-state reciprocity, all towards the goal of maximizing collection of toll revenue. With the emergence of RUC, the same questions arise both for how to capture revenue and how to be equitable and fair to all users of the system. The tolling experience can provide important guidance for any new road funding mechanism. This session will showcase innovative RUC solutions that respond to specific multijurisdictional challenges of the RUC transition, including cross border and out-of-state users, enforcement and compliance, audit and financial management, and adjudication of delinquent accounts. Other issues addressed by this session will include in-vehicle payments and technology, agency and internal processes, easing the burden of collections, equity, and opportunities for combining tolling and RUC. MODERATOR: Shoshana Lew, Executive Director, Colorado Department of Transportation, Denver, CO RUC West’s Study of RUC Evasion and Enforcement Maureen Bock, Chief Innovation Officer, Oregon Department of Transportation/OReGO Program, Salem, OR Channeling a Universal Approach to RUC implementation to mitigate Multi-Jurisdictional Matters (Commercial Vehicles) Patricia Hendren, Ph.D., Executive Director, The Eastern Transportation Coalition, Silver Spring, MD Why a Clearinghouse Enables Expansion of RUC Beyond Borders Andrew Peppard, Vice President, Tolling Business Development, ClearRoad, New York, NY 6:00pm – 9:00pm Evening Event at Rein Haus 1415 Market Street, Denver, Colorado 8
Road Usage Charging and Finance Conference May 15-17, 2022 | Denver, CO TUESDAY, MAY 17, 2022 7:00 – 8:30am Registration 7:00 – 8:30am Breakfast with Exhibitors 8:30am – 10:00am GENERAL SESSION: RUC ESSENTIALS -- COMMUNICATION MATTERS While several agencies have initiated RUC pilots and conducted communications research, broad public education campaigns to introduce RUC concepts and policies have been limited. This session will focus on: strategies to educate drivers about the need for RUC; what specific RUC terminology and policies are most easily understood by drivers; the coexistence of RUC with tolled facilities; approaches to ensure equity for lower-income drivers, and ideas for evaluating user acceptance and satisfaction with RUC. MODERATOR: Jessica Carson, Director of Operations, E-470 Public Highway Authority, Louisville, CO What Do Americans Think About Mileage Fees? 2022 Results from a National Trends Survey Asha Weinstein Agrawal, Director, San José State University, San Jose, CA and Hilary Nixon, Deputy Executive Director, Mineta Transportation Institute, National Transportation Finance Center, San Jose, CA People finally get RUC: the Evolution of OReGO Messaging Jennifer Rash, Director of Transportation West, PRR, Inc., Seattle, WA Michelle Godfrey, Education & Outreach Coordinator, Oregon Department of Transportation, Salem, OR Addressing Common Misconceptions related to Road Usage Charging Patricia Hendren, Ph.D., Executive Director, The Eastern Transportation Coalition, Silver Spring, MD Bringing a Midwest voice to the national RUC conversation Joel Skelley, Director of Policy, Kansas Department of Transportation, Wichita, KS 9
Road Usage Charging and Finance Conference May 15-17, 2022 | Denver, CO 10:30am – noon GENERAL SESSION: WORKING WITH LEGISLATIVE AND STAKEHOLDER INTERESTS In this session, we examine the challenges or working wtih state legislative leaders and other stakeholders to help them understand the implications of alternative road funding methods including RUC. It is more than simply launching a communications campaign. It is about sustaining a long-term policy conversation across mulitiple legislative sessions, with regular changes among incumbents, on a topic that may seem to offer small short-term rewards. MODERATOR: Andrew Fremier, P.E., Deputy Executive Director, Operations, Bay Area Toll Authority, Metropolitan Transportation Commission, San Francisco, CA Advancing the MBUF Recommendations of a Statewide Revenue Alternatives Task Force Melissa Batula, P.E., Acting Executive Deputy Secretary, Pennsylvania Department of Transportation, Harrisburg, PA Sustaining a Long-term Policy Conversation About Road Usage Charging Reema Griffith, Executive Director, Washington State Transportation Commission, Olympia, WA OmniAir RUC Certification - Stakeholder Engagement Workshop Markell Moffett, PMP, Transportation Operations Strategy Specialist, WSP USA, Portland, OR 12:30pm – 1:30pm Lunch with Exhibitors 10
Road Usage Charging and Finance Conference May 15-17, 2022 | Denver, CO 1:30pm – 3:00pm GENERAL SESSION: TRANSITIONING FROM THE GAS TAX The writing has been on the wall for the gas tax in the United States since the turn of the century when highway trust fund revenues were first outpaced by spending. As U.S. states and many countries around the world consider various options, there seems to be general agreement that transportation revenue should eventually draw primarily from a usage fee (RUC or MBUF) and be supplemented by other sources of dedicated and sustainable transportation revenue. Technology and innovative business practices enable many transition pathways and policy outcomes that are often the subject of vigorous debate. Some suggest implementing RUC for specific vehicle segments such as electric vehicles and fleets; others focus on the backend of streamlining accounts and enrollment; and still others espouse a universal switchover. Options must respond to issues of public acceptance, political palatability, administrative practicality, equity, sustainability and, of course, sufficient revenue generation. This session will explore the opportunities and challenges of the potential pathways that would transition us away from the century-old gas tax. MODERATOR: Trey Baker, Associate Vice Presient, Advisory Services, WSP USA, Austin, TX Odometer-based RUC: A Low-Cost, Low-Risk Approach To Transition From Fuel Tax To RUC Matthew Dorfman, Associate, CDM Smith, Arlington, VA Transportation Revenue Bonding and Transitioning to RUC Tim Kirby, Senior Lead Consultant, RUC Specialist, WSP USA, Denver, CO Leveraging Blockchain Technology to Transition Infrastructure Funding Tyler Milligan, Managing Partner, Milligan Partners LLC, Dallas, TX Bridging the Gap: Four Complementary Methods to Compensate for Gas Tax's Diminishing Revenue During the Transition to RUC Luis Nunes, Chief Operating Officer, A-to-Be, powered by Brisa, Downers Grove, IL Looking Beyond the Fuel Tax for Sustainable Transportation Funding Saad Shbaklo, Senior Program Manager, AECOM, Piscataway, NJ 3:00pm Adjourn 11
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