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Road Usage Charge Program Documents

Following is a list of all of the guiding documents and final reports that were produced by ODOT and the consultant team for the Road Usage Charge Pilot Project. Documents that are formatted and ready for sharing are provided with a live link to a pdf version.  Documents still in progress are not linked and will be updated as the items become available.  Please note:  As the voluntary program mandated in Senate Bill 810 is implemented, these documents or the recommendations within may evolve and change as they are incorporated into the implementation work.

Sequence
Document Title
Description
NEW!​ RUCPP Final Report - May 2014 ​Describes Oregon’s development of road usage charging policy, 2007 to present, including the 2012-13 Road Usage Charge Pilot Program. Following the pilot, the Oregon Legislature enacted Senate Bill 810 (July 2013) deploying the nation's first road usage charging system.
​0 Policy Framework ​Background and evolution of road usage charge policy in Oregon from the enactment of House Bill (HB) 2138 in 2011 to the enactment of Senate Bill (SB) 810 in 2013. The report provides an analysis and understanding of both the “letter and the spirit” of current RUC policy in Oregon as well as policy gaps for future consideration by the Road User Fee Task Force (RUFTF) and Oregon Legislature.
This report addresses a market based method to achieve a comprehensive approach to electronic road usage charging in the State of Oregon and interoperability within the State and the surrounding region.  It explains the difference between open and closed IT systems in the context of various types of road charging such as tolling, per mile, and congestion pricing, and presents the case for an open system for road usage charging.  It defines the functional system components, the various “actors” and their roles, and explains how an open system encourages private sector competition and promotes interoperability.  Six (6) principles for an open system architecture model are provided, as well as some state and federal policy background.
2
This is the “plan of plans” of the Oregon RUC Program, providing a vision for a full roll out of a mandatory RUC system over an eight year timeframe.  The document is based on policy directives made by the statutory Road Use Fee Task Force in 2010 and 2011.  A two-phased approach is proposed but also broken down further into five detailed schedule phases, along with detailed information about twelve critical work streams. 
3
Preliminary Concept of Operations (2011)
This document provided a user-friendly view of the mileage-based taxation system designed for highly fuel-efficient vehicles, with special focus on electric and plug-in electric hybrid vehicles that were entering the market at the time ODOT was preparing to implement the 2012 Road Usage Charge Pilot Project.  This document was updated after the pilot was completed (Please see Pre-Legislative Concept of Operations below).
4
The SRS, a technical document, was designed for the successful 2012 RUC pilot project, but with a future mandatory system in mind.  It contains an overview of the system and its requirements including context, security, performance, assumptions, dependencies and facilities.  Mileage Collection, RUC Processing and Accounting subsystems are described in detail that covers data, hardware, trained personnel and process requirements. 
5
The ICD, a technical document, covers the interface between the Mileage Collection subsystem, RUC Processing subsystem, and the mileage message.  It also explains the interface between the RUC Processing and RUC Accounting subsystems.
6
This document picks up where ODOT’s first RUC pilot project in 2007 left off.  It provides a complete overview of the more recent and successful second pilot project (RUCPP) that demonstrated the viability of an open system architecture using the latest technology including the use of a smartphone app.  The document provides the policy strategy used to design and operate the project and recommends next steps towards implementation of the first mandated RUC system in the nation as set forth by Senate Bill 810.
7
Financial and Economic Cost Model (2013)
This is a planning tool that consists of Excel spreadsheets that can be used to estimate operations and transactional costs of the RUC system under a wide range of possible combinations of assumptions, or scenarios. 
8
This report explains the study of impacts of RUC in rural, urban and mixed counties in Oregon.  The analysis describes various impacts a mileage tax policy will have on the various county characteristics in Oregon.  It includes total cost impact relative to current cost burden of the existing gas tax system.  The document also discusses the expected behavioral impacts on users who would have to adapt to new technological features of the proposed RUC system. 
9
This report describes the results of work with six focus groups of Oregon voters to test attitudes and perceptions toward a proposal for a mileage fee on new highly fuel efficient vehicles.  The research probed participants’ views about existing and ideal methods of funding transportation improvements and explored several possible approaches, include a specific proposal to charge fees on miles driven on new highly fuel efficient vehicles. 
10
The economic viability analysis identifies and analyzes stakeholder interests  for “Day One” and “Mature” scenarios.  It also provides market analysis for RUC, explaining various business cases, key observations, scenarios for private market involvement, and cost and revenue categories.  A summary of costs and revenues is included, along with information about the ODOT financial model. 
11
The Pre-Legislative “ConOps” is ODOT’s best guess as to how to move the RUC program forward using the latest information from the 2012 pilot project results combined with pending legislative direction.  “Pre-Legislative” means prior to the passing of Senate Bill 810 while House Bill 2453 (which did not pass) was under consideration.  The voluntary aspect of the Senate Bill was included in HB 2453 and is thus examined in this report.   The document includes background RUC and Road Use Fee Task Force history in Oregon, explains the visioning process and program goals, and provides operational details and scenarios.  
12
Road Usage Charge Program Implementation Plan (2013)
This is a bar chart schedule showing all the activities and milestones that must be accomplished and in place to initiate RUC operations by the actual state date set in Senate Bill 810 (July 1, 2015).  It includes supporting text and explanatory notes about what is involved and lists the major tasks for each activity/milestone, the responsible entity, required resources, rough order-of-magnitude cost estimate and milestone current status.
13
This explains the “Help Desk” system designed and used for the 2012 Road Usage Charge Pilot Project (RUCPP).  It includes an overview of the three-pronged customer support team structure, Help Desk operations procedures, and instructions for handling specific issue scenarios.