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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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