HomeMy Public PortalAbout06 June 04, 2010 SR-91 Advisory AGENDA
State Route 91 Advisory Committee Meeting
Page 1 of 4
Committee Members
Bob Magee, RCTC, Committee Chairman
Bill Campbell, OCTA, Committee Vice Chairman
Jerry Amante, OCTA
Arthur C. Brown, OCTA
Bob Buster, RCTC
Carolyn V. Cavecche, OCTA
Malcom Miller, RCTC
Curt Pringle, OCTA
Cindy Quon, Caltrans District 12
Ron Roberts, RCTC, Alternate
Karen Spiegel, RCTC
John Tavaglione, RCTC
Ray W. Wolfe, Caltrans District 8
City of Corona - City Hall
Council Chambers - First Floor
400 South Vicentia Avenue
Corona, California
Friday, June 4, 2010, at 9:00 a.m.
Any person with a disability who requires a modification or accommodation in order to
participate in this meeting should contact the OCTA Clerk of the Board, telephone
(714) 560-5676, no less than two (2) business days prior to this meeting to enable
OCTA to make reasonable arrangements to assure accessibility to this meeting.
Agenda descriptions are intended to give members of the public a general summary of
items of business to be transacted or discussed. The posting of the recommended
actions does not indicate what action will be taken. The Committee may take any
action which it deems to be appropriate on the agenda item and is not limited in any
way by the notice of the recommended action.
All documents relative to the items referenced in this agenda are available for public
inspection at www.octa.net or through the Clerk of the Board’s office at the OCTA
Headquarters, 600 South Main Street, Orange, California.
Call to Order
Committee Chairman Magee
Pledge of Allegiance
Member Spiegel
1. Public Comments
AGENDA
State Route 91 Advisory Committee Meeting
Page 2 of 4
Special Calendar
2. Introduction of New Committee Members
3. Election of New State Route 91 Advisory Committee Chairman
4. Election of New State Route 91 Advisory Committee Vice Chairman
Consent Calendar (Items 5 and 6)
All items on the Consent Calendar are to be approved in one motion unless a
Committee Member or a member of the public requests separate action or
discussion on a specific item.
5. Approval of Minutes
Of the December 18, 2009, State Route 91 Advisory Committee meeting.
6. 91 Express Lanes Monthly Reports
Kirk Avila, General Manager of the 91 Express Lanes, Orange County
Transportation Authority
Overview
The 91 Express Lanes status reports for the months of November 2009 through
April 2010 have been prepared for State Route 91 Advisory Committee review.
The reports highlight operational and financial activities.
Recommendation
Receive and file the 91 Express Lanes Monthly Status Reports for the months of
November 2009 through April 2010.
AGENDA
State Route 91 Advisory Committee Meeting
Page 3 of 4
Regular Calendar
7. 91 Express Lanes and the Foothill Transportation Corridor
(State Route 241) Connector Update
Dan Phu, Section Manager of Project Development, Orange County
Transportation Authority
Overview
In 2009, the Orange County Transportation Authority, in cooperation with the
Transportation Corridor Agencies and the California Department of
Transportation, completed a feasibility study for a median -to-median connection
between the 91 Express Lanes and the Foothill Transportation Corridor
(State Route 241). The study recommended three alternative concepts be
carried forward for further evaluation. Project development activities are
continuing and next steps are presented for review and approval.
Recommendation
Direct staff to return in July 2010 with the traffic and revenue study for the
proposed project.
8. Draft 2010 State Route 91 Implementation Plan
Alison Army, Senior Transportation Analyst, Orange County Transportation
Authority
Overview
AB 1010 (Chapter 688, Statutes of 2002) and subsequently SB 1316
(Chapter 714, Statutes of 2008) require the Orange County Transportation
Authority to annually issue a plan and proposed schedule for the
Riverside Freeway (State Route 91) improvement projects eligible for funding by
potential excess toll revenue. The Draft 2010 State Route 91 Implementation
Plan is provided for review and approval.
Recommendation
Approve the Draft 2010 State Route 91 Implementation Plan.
AGENDA
State Route 91 Advisory Committee Meeting
Page 4 of 4
Discussion Items
9. Riverside County Transportation Commission's State Route 91 Corridor
Improvement Project Update
Michael Blomquist, Toll Program Director, Riverside County Transportation
Commission
The State Route 91 Corridor Improvement Project focuses on increasing
capacity for an existing 12-mile stretch of the State Route 91 from
State Route 241 to Pierce Street in the City of Riverside. Improvements include
adding one general-purpose lane and replacing the existing High Occupancy
Vehicle lane with two tolled express lanes in each direction. Riverside County
Transportation Commission staff will provide an update on the progress of the
project.
10. Chief Executive Officer's Report
11. Committee Members' Reports
12. Closed Session
There is no Closed Session scheduled.
13. Adjournment
The next regularly scheduled meeting of this Committee will be held at 9:00 a.m.
on Friday, July 30, 2010, at the Orange County Transportation Authority
Headquarters, 600 South Main Street, First Floor – Board Room, Orange,
California.
MINUTES
State Route 91 Advisory Committee Meeting
December 18, 2009 Page 1 of 4
Committee Members Present
Bob Magee, Chairman
Bill Campbell, Vice Chairman
Jerry Amante, OCTA
Arthur C. Brown, OCTA
Bob Buster, RCTC
Carolyn V. Cavecche, OCTA
Ron Roberts, RCTC
Karen Spiegel, RCTC
Jim Beil for
Cindy Quon, Caltrans Dist. 12
Staff Present
Will Kempton, OCTA, Chief Executive Officer
Jim Kenan, OCTA, Deputy Chief Executive Officer
Anne Mayer, RCTC, Executive Director
Kirk Avila, General Manger of 91 Express Lanes
Kennard R. Smart, Jr., OCTA, General Counsel
Steve DeBaun, RCTC, Legal Counsel
Laurena Weinert, OCTA, Assistant Clerk of the Board
Mary K. Burton, OCTA, Deputy Clerk of the Board
OCTA and RCTC staff and General Public
Committee Members Absent
Malcolm Miller, RCTC
Curt Pringle, OCTA
John Tavaglione, RCTC
Ray W. Wolfe, Caltrans Dist. 8
Call to Order
The December 18, 2009, regular meeting of the State Route 91 Advisory Committee
was called to order by Committee Chairman Magee at 9:00 a.m.
Pledge of Allegiance
Committee Chairman Magee led in the Pledge of Allegiance.
1. Public Comments
No public comments were received.
Special Calendar
There were no Special Calendar matters.
Consent Calendar (Items 2 through 4)
2. Approval of Minutes
A motion was made by Committee Vice Chairman Campbell, seconded by
Member Spiegel, and declared passed by those present, to approve minutes of
the May 29, 2009, meeting.
MINUTES
State Route 91 Advisory Committee Meeting
December 18, 2009 Page 2 of 4
3. 91 Express Lanes’ Monthly Status Reports
A motion was made by Committee Vice Chairman Campbell, seconded by
Member Spiegel, and declared passed by those present, to receive and file the
91 Express Lanes Monthly Status Reports for the months of May 2009 through
October 2009.
4. Fiscal Year 2008-09 - 91 Express Lanes’ Annual Financial Statements
A motion was made by Committee Vice Chairman Campbell, seconded by
Member Spiegel, and declared passed by those present, to receive and file the
fiscal year 2008-09 - 91 Express Lanes Annual Financial Statement.
Regular Calendar
5. Results of 91 Express Lanes’ 2009 Customer Satisfaction Survey
Stella Lin, OCTA, Manager of Marketing, provided opening comments and
informed Members that Insights Worldwide Research conducted the 2009
survey. Ms. Lin introduced Barbara Foster, President of Insights Worldwide
Research.
Ms. Foster presented the summarized survey results as reported in the staff
report, and there was additional discussion regarding:
Five percent of the customers surveyed were aware of the toll decreases.
The 91 Express Lanes does not have any social media accounts (i.e., twitter
or facebook); however, staff is evaluating an integrated communications
program.
Member Buster suggested reviewing the decline of traffic on the State Route
(SR) 91 general-purpose lanes and whether commuters consider that factor
versus the toll costs.
No increase in accidents on the tollroad.
Member Buster suggested communicating to commuters that using the
tollroad is safe. He recommends review of how the Express Lanes accident
rates compare to other toll facilities.
The declined usage on the Express Lanes, SR-91 general-purpose lanes and
unemployment figures indicates a decline in employment.
Committee Chairman Magee requested that Anne Mayer, RCTC, Executive
Director, provide a copy of the survey to John Husing, Economist, in
Riverside County.
A motion was made by Member Amante, seconded by Member Cavecche, and
declared passed by those present, to receive and file as an information item.
MINUTES
State Route 91 Advisory Committee Meeting
December 18, 2009 Page 3 of 4
Discussion Items
6. Riverside County Transportation Commission State Route 91 Corridor
Improvement Project
Michael Blomquist, RCTC, Toll Program Director, presented an update on
RCTC’s efforts to extend the 91 Express Lanes in Riverside County to
SR-15. The environmental studies and document phase are in progress and
RCTC is pursuing authority to use a design-build method.
There was additional discussion regarding:
Riverside County improvements on the Express Lanes and general-purpose
and auxilary lanes would be done at the same time.
Levels one and two toll feasibility work has contemplated the same financing
package in order to deliver both sets of improvements at the same time.
RCTC is reviewing traffic and revenue projections, financial market, potential
use of toll revenue bonds, and other funding sources for the Express Lanes
and general-purpose lanes improvements to go forward at the same time.
The total project costs are approximately $1.4 billion (i.e. right-of-way
acquisition, services, construction, etc). Currently, RCTC does not have the
final numbers to show the breakdown by Express Lanes or by
general-purpose/auxilary lanes. The right-of-way costs are approximately
$175 million.
Member Campbell suggested review of the tollroad legislation and if OCTA’s
portion could potentially fund the Riverside County toll corridor
improvements.
7. General Manager’s Report
General Manager of the 91 Express Lanes, Kirk Avila, reported:
The Committee was emailed the November 2009 91 Express Lanes’ status
report. In November, there was an increase of traffic by 4.5 percent and
revenue increase of 3.8 percent, as compared to November 2008.
Effective January 1, 2010, there is a toll decrease of fifty cents on
Wednesday from 3 p.m. to 4 p.m. and Friday from 2 p.m. to 3 p.m.
The Express Lanes’ current outstanding debt is $171 million, and $100
million of the debt is privately placed with the Orange C ounty (O.C.)
Treasurer’s office.
In summer 2010, OCTA staff will come forward to the full OCTA Board and
fall 2010 to this Committee regarding the debt strategy with the
O.C. Treasurer’s office.
MINUTES
State Route 91 Advisory Committee Meeting
December 18, 2009 Page 4 of 4
8. Committee Members’ Reports
Jim Beil, Caltrans District 12, referenced the handout distributed to the
Committee regarding adding one general-purpose lane on the eastbound SR-91
from the SR-241 to SR-71.
Member Spiegel received complaints from commuters regarding not receiving
enough lane closures notifications. She recommended additional signage
notification for the commuters. Mr. Beil responded that Caltrans provides
advance notification of construction and lane closures , and SR-91 lane addition
project does not require any lane closures.
Member Buster inquired about the Green River interchange soil removal
limitations for the SR-91 eastbound additional lane project. Mr. Beil responded
that the soil removal design has been revised, which involved a coordinated
effort with several agencies.
9. Closed Session
A Closed Session was not conducted at this meeting.
9. Adjournment
The meeting adjourned at 10:00 a.m. The date for the next meeting of this
Committee is yet to be determined and will take place in Corona, California.
ATTEST
Laurena Weinert
Assistant Clerk of the Board
Bob Magee
Committee Chairman
91 Express Lanes Monthly Reports
Staff Report
Orange County Transportation Authority
550 South Main Street / P.O. Box 14184 / Orange / California 92863-1584 / (714) 560-OCTA (6282)
June 4, 2010
To: State Route 91 Advisory Committee
From: Kirk Avila, General Manager, 91 Express Lanes
Subject: 91 Express Lanes Monthly Status Reports
Overview
The 91 Express Lanes status reports for the months of November 2009 through
April 2010 have been prepared for State Route 91 Advisory Committee review.
The reports highlight operational and financial activities.
Recommendation
Receive and file the 91 Express Lanes Monthly Status Reports for the months
of November 2009 through April 2010.
Background
Monthly status reports are prepared to document 91 Express Lanes activity and
provided for State Route 91 Advisory Committee review.
Discussion
The November 2009 status report for the 91 Express Lanes is provided in
Attachment A. In November 2009, traffic volume in the 91 Express Lanes
increased 4.5 percent over the same period in 2008 and gross potential toll
revenue increased by 3.8 percent as compared to the prior year.
The December 2009 status report is provided in Attachment B. In
December 2009, traffic volume increased by 3.7 percent over the same period
in 2008 with gross potential toll revenue increasing by 3.8 percent.
The January 2010 status report for the 91 Express Lanes is provided in
Attachment C. As compared to the same period last year, in January 2010
traffic volume and gross potential revenue increased by 1.1 percent and
1 percent, respectively.
91 Express Lanes Monthly Status Reports Page 2
As provided in Attachment D, for the month of February 2010, traffic volume in
the 91 Express Lanes was up by 10.3 percent over the same period in 2009
and gross potential toll revenue increased by 9.4 percent as compared to the
prior year.
As reflected in Attachment E, for the month of March 2010, traffic volume in the
91 Express Lanes increased by 10.4 percent over the same period last year, with
gross potential toll revenue increasing by 11.7 percent.
The April 2010 status report is provided in Attachment F. In April 2010, traffic
volume increased by 7.7 percent over the same period in 2009 with gross
potential toll revenue increasing by 8.4 percent.
Fiscal year 2009-10 year-to-date (YTD) traffic volume as of the end of
April 2010 was up, increasing by 5.7 percent with YTD potential toll revenue up
5.3 percent.
Staff will continue to closely monitor traffic and revenue data and report back to
the State Route 91 Advisory Committee regularly.
Summary
The 91 Express Lanes status report for the months of November 2009 through
April 2010 are provided for review. The report highlights operational and
financial activities.
Attachments
A. 91 Express Lanes Monthly Status Report – As of November 30, 2009
B. 91 Express Lanes Monthly Status Report – As of December 31, 2009
C. 91 Express Lanes Monthly Status Report – As of January 31, 2010
D. 91 Express Lanes Monthly Status Report – As of February 28, 2010
E. 91 Express Lanes Monthly Status Report – As of March 31, 2010
F. 91 Express Lanes Monthly Status Report – As of April 30, 2010
91 Express Lanes Monthly Reports
Attachment A
ATTACHMENT A
Orange County Transportation Authority
SSttaattuuss RReeppoorrtt
NNoovveemmbbeerr 22000099
As of November 30, 2009
2
. . . . . . . . .
Operations Overview
Traffic and Revenue Statistics
Total traffic volume on the 91 Express Lanes for November 2009 was 966,883. This represents
a daily average of 32,229. This is a 4.5% increase in total traffic volume from the same period
last year when traffic levels totaled 925,096. Potential toll revenue for the month was $2,845,965
which represents an increase of 3.8% from the prior year’s total of $2,742,186. Carpool
percentage for the month was 24.2% as compared to the previous year’s rate of 23.2%. Average
hourly revenue per trip is $2.94 or 5.4 percent higher than projected by Stantec.
Month-to-date traffic and revenue data are summarized in the table below. The following trip and
revenue statistics tables represent all trips taken on the 91 Express Lanes and associated
potential revenue for the month of November 2009.
Current Month-to-Date as of November 30, 2009
(2008/2009 data is for the corresponding month in that fiscal year)
Trips
Nov-09
MTD
Actual
Stantec
MTD
Projected
#
Variance
%
Variance
Nov-08
MTD
Actual
Yr-to-Yr
%
Variance
Full Toll Lanes 733,253 751,354 (18,101)(2.4%)710,912 3.1%
3+ Lanes 233,630 227,714 5,916 2.6%214,184 9.1%
Total Gross Trips 966,883 979,068 (12,185)(1.2%)925,096 4.5%
Revenue
Full Toll Lanes $2,779,674 $2,642,639 $137,035 5.2%$2,678,828 3.8%
3+ Lanes $66,291 $91,643 ($25,352)(27.7%)$63,357 4.6%
Total Gross Revenue $2,845,965 $2,734,282 $111,683 4.1%$2,742,186 3.8%
Average Revenue per Trip
Average Full Toll Lanes $3.79 $3.52 $0.27 7.7%$3.77 0.5%
Average 3+ Lanes $0.28 $0.40 ($0.12)(30.0%)$0.30 (6.7%)
Average Gross Revenue $2.94 $2.79 $0.15 5.4%$2.96 (0.7%)
3
. . . . . . . . .
The 2009/2010 fiscal year-to-date traffic volume is 4.7% higher than the same period last year.
The 2009/2010 fiscal year-to-date revenue is 3.7% higher than for the same period last year.
Year-to-date average hourly revenue per-trip is $2.98 or 2.4 percent higher than projected by
Stantec.
Fiscal year-to-date traffic and revenue data are summarized in the table below. The following trip
and revenue statistics tables represent all trips taken on the 91 Express Lanes and associated
potential revenue for the months of July 2009 through November 2009.
Fiscal Year 2009/2010 to Date as of November 30, 2009
(2009/2010 data is for the period July 1, 2009 through November 30, 2009; 2008/2009 data is for the corresponding
period in that fiscal year.)
Trips
2009/2010
YTD
Actual
Stantec
YTD
Projected
#
Variance
%
Variance
2008/2009
YTD
Actual
Yr-to-Yr
%
Variance
Full Toll Lanes 3,941,542 3,966,020 (24,478)(0.6%)3,778,082 4.3%
3+ Lanes 1,219,213 1,145,057 74,156 6.5%1,150,391 6.0%
Total Gross Trips 5,160,755 5,111,077 49,678 1.0%4,928,473 4.7%
Revenue
Full Toll Lanes $14,990,209 $14,406,221 $583,988 4.1%$14,445,280 3.8%
3+ Lanes $392,131 $491,600 ($99,469)(20.2%)$391,446 0.2%
Total Gross Revenue $15,382,340 $14,897,821 $484,519 3.3%$14,836,725 3.7%
Average Revenue per Trip
Average Full Toll Lanes $3.80 $3.63 $0.17 4.7%$3.82 (0.5%)
Average 3+ Lanes $0.32 $0.43 ($0.11)(25.6%)$0.34 (5.9%)
Average Gross Revenue $2.98 $2.91 $0.07 2.4%$3.01 (1.0%)
4
. . . . . . . . .
Traffic and Revenue Summary
The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for
Fiscal Year 2009/10 on a monthly basis.
824,796 791,498 785,555 806,440 733,253
272,474 256,496 229,141 227,472
233,630
175,000
350,000
525,000
700,000
875,000
1,050,000
1,225,000
1,400,000
Jul -09 Aug -09 Sep -09 Oct-09 Nov-09 Dec -09 Jan -10 Feb-10 Mar-10 Apr -10 May -10 Jun -10
Vo
l
u
m
e
Month
Fiscal Year 2009-2010 Traffic Volume Overview
3+ Lanes Full Toll Lanes
The chart below reflects the gross potential revenue breakdown between Full Toll trips and
HOV3+ trips for Fiscal Year 2009/10 on a monthly basis.
3,146,095
2,950,074 3,031,035 3,083,332
2,779,674
87,763
79,035
79,814
79,227
66,291
$2,500,000
$2,650,000
$2,800,000
$2,950,000
$3,100,000
$3,250,000
$3,400,000
Jul-09 Aug -09 Sep -09 Oct-09 Nov -09 Dec-09 Jan -10 Feb-10 Mar-10 Apr-10 May-10 Jun -10
Re
v
e
n
u
e
Month
Fiscal Year 2009-2010 Revenue Summary
Full Toll Lanes 3+ Lanes
5
. . . . . . . . .
Four times during the month of November 2009, peak hour eastbound traffic exceeded 90% or
more of defined capacity. As demonstrated on the next chart, westbound peak hour traffic
volumes top out at 75% of defined capacity.
EASTBOUND PEAK-HOUR VOLUMES
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 229 1,558 46%$4.05 252 1,932 57%$4.05 255 1,692 50%$4.15 269 1,891 56%$4.10 410 2,803 82%
1500 - 1600 $4.35 486 2,508 74%$3.70 496 2,820 83%$5.45 473 2,719 80%$5.90 495 2,892 85%$9.50 630 3,092 91%
1600 - 1700 $5.55 422 2,610 77%$7.75 479 2,902 85%$8.25 479 2,863 84%$9.90 498 2,890 85%$9.30 505 3,226 95%
1700 - 1800 $5.35 473 2,657 78%$7.25 482 2,713 80%$7.75 473 2,710 80%$9.05 545 2,801 82%$7.25 372 2,162 64%
1800 - 1900 $4.35 528 2,389 70%$4.10 565 2,778 82%$3.60 559 2,667 78%$4.90 550 2,874 85%$5.25 572 2,944 87%
1900 - 2000 $3.10 265 1,053 31%$3.10 344 1,950 57%$3.10 331 1,573 46%$4.45 405 2,198 65%$4.90 395 1,693 50%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 245 1,602 47%$4.05 258 1,717 51%$4.05 350 1,649 49%$4.15 242 1,886 55%$4.10 372 2,789 82%
1500 - 1600 $4.35 461 2,521 74%$3.70 499 2,835 83%$5.45 551 2,354 69%$5.90 522 2,956 87%$9.50 574 2,897 85%
1600 - 1700 $5.55 459 2,778 82%$7.75 488 2,859 84%$8.25 444 2,245 66%$9.90 475 2,716 80%$9.30 513 2,920 86%
1700 - 1800 $5.35 469 2,757 81%$7.25 488 2,662 78%$7.75 486 2,301 68%$9.05 518 2,919 86%$7.25 498 2,837 83%
1800 - 1900 $4.35 533 2,526 74%$4.10 591 2,740 81%$3.60 542 2,203 65%$4.90 599 2,730 80%$5.25 542 2,419 71%
1900 - 2000 $3.10 300 1,214 36%$3.10 357 1,599 47%$3.10 384 1,216 36%$4.45 357 1,821 54%$4.90 431 1,781 52%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 234 1,606 47%$4.05 243 1,750 51%$4.05 275 1,789 53%$4.15 264 1,962 58%$4.10 390 2,677 79%
1500 - 1600 $4.35 453 2,581 76%$3.70 485 2,761 81%$5.45 480 2,714 80%$5.90 479 2,852 84%$9.50 616 2,969 87%
1600 - 1700 $5.55 482 2,686 79%$7.75 487 2,851 84%$8.25 475 2,804 82%$9.90 497 2,864 84%$9.30 545 3,058 90%
1700 - 1800 $5.35 484 2,725 80%$7.25 488 2,708 80%$7.75 545 2,804 82%$9.05 518 2,800 82%$7.25 499 2,873 85%
1800 - 1900 $4.35 527 2,516 74%$4.10 617 2,796 82%$3.60 596 2,812 83%$4.90 630 3,060 90%$5.25 540 2,470 73%
1900 - 2000 $3.10 329 1,313 39%$3.10 330 1,539 45%$3.10 331 1,658 49%$4.45 371 1,843 54%$4.90 436 1,778 52%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 289 1,706 50%$4.05 353 1,936 57%$5.85 554 3,053 90%$4.15 479 1,433 42%$3.95 304 1,015 30%
1500 - 1600 $4.35 513 2,853 84%$3.70 578 3,033 89%$6.80 564 3,030 89%$3.95 389 1,115 33%$3.95 334 1,096 32%
1600 - 1700 $5.55 539 2,732 80%$7.75 530 2,983 88%$6.80 597 2,995 88%$3.95 374 933 27%$3.95 352 1,102 32%
1700 - 1800 $5.35 499 2,713 80%$7.25 579 2,985 88%$6.80 569 2,586 76%$3.95 533 1,200 35%$3.95 340 1,058 31%
1800 - 1900 $4.35 591 2,563 75%$4.10 647 3,025 89%$4.85 507 2,065 61%$4.15 670 1,378 41%$3.95 296 833 25%
1900 - 2000 $3.10 406 1,668 49%$3.10 483 2,490 73%$4.60 427 1,607 47%$4.15 734 1,445 43%$3.95 259 603 18%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 211 1,495 44%
1500 - 1600 $4.35 448 2,527 74%
1600 - 1700 $5.55 447 2,658 78%
1700 - 1800 $5.35 457 2,771 82%
1800 - 1900 $4.35 518 2,382 70%
1900 - 2000 $3.10 294 1,237 36%
Friday 12/04/09Wednesday 12/02/09 Thursday 12/03/09Monday 11/30/09 Tuesday 12/01/09
Monday Tuesday Wednesday Thursday 11/06/0911/02/09 11/03/09 11/04/09 11/05/09 Friday
11/13/0911/09/09 11/10/09 11/11/09 11/12/09 FridayMonday Tuesday Wednesday Thursday
11/20/0911/16/09 11/17/09 11/18/09 11/19/09 FridayMonday Tuesday Wednesday Thursday
11/27/0911/23/09 11/24/09 11/25/09 11/26/09 Friday Monday Tuesday Wednesday Thursday
6
. . . . . . . . .
WESTBOUND PEAK-HOUR VOLUMES
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 208 508 15%$2.40 220 502 15%$2.40 226 491 14%$2.40 222 505 15%$2.40 193 448 13%
0500 - 0600 $3.95 435 1,563 46%$3.95 449 1,467 43%$3.95 475 1,643 48%$3.95 473 1,601 47%$3.80 396 1,377 41%
0600 - 0700 $4.05 469 2,434 72%$4.05 549 2,319 68%$4.05 539 2,253 66%$4.05 551 2,309 68%$3.95 509 2,049 60%
0700 - 0800 $4.50 556 2,555 75%$4.50 492 2,368 70%$4.50 526 2,450 72%$4.50 519 2,444 72%$4.35 447 2,070 61%
0800 - 0900 $4.05 264 2,190 64%$4.05 221 1,850 54%$4.05 233 2,030 60%$4.05 206 1,697 50%$3.95 222 1,647 48%
0900 - 1000 $3.25 179 1,488 44%$3.25 194 1,414 42%$3.25 176 1,350 40%$3.25 169 1,230 36%$3.25 195 1,394 41%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 215 551 16%$2.40 215 507 15%$2.40 182 401 12%$2.40 218 525 15%$2.40 177 460 14%
0500 - 0600 $3.95 433 1,498 44%$3.95 446 1,537 45%$3.95 313 1,110 33%$3.95 427 1,533 45%$3.80 378 1,379 41%
0600 - 0700 $4.05 526 2,261 67%$4.05 560 2,346 69%$4.05 375 1,578 46%$4.05 557 2,331 69%$3.95 501 2,089 61%
0700 - 0800 $4.50 506 2,310 68%$4.50 509 2,431 72%$4.50 315 1,361 40%$4.50 504 2,453 72%$4.35 448 2,123 62%
0800 - 0900 $4.05 226 1,860 55%$4.05 251 1,962 58%$4.05 311 1,314 39%$4.05 205 1,756 52%$3.95 224 1,332 39%
0900 - 1000 $3.25 235 1,707 50%$3.25 213 1,364 40%$3.25 364 1,330 39%$3.25 235 1,309 39%$3.25 167 1,105 33%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 201 484 14%$2.40 201 497 15%$2.40 219 530 16%$2.40 222 536 16%$2.40 173 454 13%
0500 - 0600 $3.95 440 1,581 47%$3.95 453 1,545 45%$3.95 433 1,414 42%$3.95 463 1,547 46%$3.80 405 1,409 41%
0600 - 0700 $4.05 536 2,315 68%$4.05 534 2,326 68%$4.05 493 2,113 62%$4.05 525 2,203 65%$3.95 509 2,108 62%
0700 - 0800 $4.50 515 2,380 70%$4.50 548 2,537 75%$4.50 527 2,475 73%$4.50 520 2,380 70%$4.35 467 2,149 63%
0800 - 0900 $4.05 243 1,843 54%$4.05 238 1,856 55%$4.05 274 2,266 67%$4.05 251 1,981 58%$3.95 210 1,389 41%
0900 - 1000 $3.25 193 1,238 36%$3.25 190 1,352 40%$3.25 213 1,630 48%$3.25 220 1,532 45%$3.25 192 1,088 32%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 194 500 15%$2.40 186 449 13%$2.40 204 489 14%$1.30 19 31 1%$1.30 33 90 3%
0500 - 0600 $3.95 418 1,465 43%$3.95 455 1,526 45%$4.05 429 1,408 41%$1.30 18 38 1%$1.30 61 205 6%
0600 - 0700 $4.05 505 2,182 64%$4.05 519 2,213 65%$4.15 430 1,714 50%$1.30 30 69 2%$2.05 87 324 10%
0700 - 0800 $4.50 504 2,179 64%$4.50 481 2,135 63%$4.60 400 1,781 52%$1.30 51 121 4%$2.40 109 373 11%
0800 - 0900 $4.05 316 1,836 54%$4.05 286 1,594 47%$4.60 231 1,259 37%$1.30 87 229 7%$2.40 131 386 11%
0900 - 1000 $3.25 260 1,292 38%$3.25 248 1,299 38%$4.15 234 1,000 29%$2.05 228 494 15%$3.10 215 599 18%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 198 523 15%
0500 - 0600 $3.95 452 1,578 46%
0600 - 0700 $4.05 511 2,322 68%
0700 - 0800 $4.50 446 2,229 66%
0800 - 0900 $4.05 219 1,917 56%
0900 - 1000 $3.25 167 1,215 36%
Friday 12/04/09
Friday
11/13/09Friday
11/27/09Friday
11/20/09
Monday 11/30/09 Tuesday 12/01/09 Wednesday 12/02/09 Thursday 12/03/09
Monday Tuesday Wednesday Thursday 11/02/09 11/03/09 11/04/09
Monday Tuesday Wednesday Thursday11/09/09 11/10/09 11/11/09 11/12/09
11/06/0911/05/09
Monday Tuesday Wednesday Thursday11/16/09 11/17/09 11/18/09 Friday
11/26/09Monday Tuesday Wednesday Thursday 11/23/09 11/24/09 11/25/09
11/19/09
7
. . . . . . . . .
Customer Service and Violations Processing
Since OCTA and Cofiroute are currently working with Integrated Technology and Nortel to
develop reports from the new Nortel telephone system, the Customer Service Center phone
activity is not available. All other performance levels specified in the operating contract were well
within established standards.
Performance Measures
Nov-09
Performance
CUSTOMER SERVICE
**Call Wait Time Monthly Not to exceed 120 seconds unavailable
**Abandon Rate Monthly No more than 4.0% unavailable
Customer Satisfaction Monthly At least 75 outbound calls 75
Convert Violators to Customers Quarterly 8% or more 12%
Convert Violators to Customers Annually 10% or more 13%
VIOLATION PROCESSING
Response Time Monthly within 2 business days of receipt 1
CUSA Violation Collection Rate Quarterly 70% or more Quarterly 77%
CUSA Violation Collection Rate Annually 74% or more Annually 78%
TRAFFIC OPERATIONS
Initial & Secondary Reviews Monthly = to or less than 15 days 2
*Plate Misread Errors Monthly = to or less than 0.4% 0.1%
CAS Response Time Monthly 20 minutes per call 16
ACCOUNTING
Exceptions Monthly No more than 3 0
INFORMATION TECHNOLOGY
TollPro Uptime Monthly 99% Availability 100%
Network Uptime Monthly 99% Availability 100%
**Call Wait Time and Abandon Rate performance are not currently available through the Nortel phone system
* Plate Misread Error performance is accumulated over a 60-day period. Percentage reported is for September 2009
REPORTING REQUIREMENT Reporting
Period PERFORMANCE STANDARD
8
. . . . . . . . .
Transponder Distribution Status
At the end of November 2009, the 91 Express Lanes had 113,360 active customer accounts,
with 169,835 transponders assigned to those accounts.
Tags % of Total Tags % of Total
Issued
To New Accounts 626 31.7%650 30.2%743 31.1%
Additional Tags to Existing Accounts 279 14.1%319 14.8%375 15.7%
Replacement Transponders 1,069 54.2%1,181 54.9%1,272 53.2%
Total Issued 1,974 2,150 2,391
Returned
Account Closures 587 33.8%722 33.1%675 33.1%
Accounts Downsizing 160 9.2%197 9.0%186 9.1%
Defective Transponders 989 57.0%1,261 57.8%1,181 57.8%
Total Returned 1,736 2,180 2,041
FY 09/10TRANSPONDER DISTRIBUTION November-09 October-09
Average To-Date
TRANSPONDER INVENTORY STATUS Internal External Total
Available for Distribution:6,789 188 6,977
Customer-Returned Tag Classification
1. Under Warranty - will Return to Sirit:0
2. Out of Warranty - will Destroy:3,692
3. Not yet Classified:809
11,478
169,835
TRANSPONDERS ON-HAND:
Total Transponders On-hand:
Transponders Currently Assigned to Accounts:
November, 2009
Number of Accounts by Fiscal Year
As of November 30, 2009
88,902
94,308 95,440 97,001 98,569 100,528
106,280
113,263
118,416 119,992 117,888
114,556 113,360
25,000
45,000
65,000
85,000
105,000
125,000
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
9
. . . . . . . . .
Operational Highlights
On-road Operations
Customer Assistance Specialists (CAS) responded to 133 calls during November. The CAS
team received 60 calls to assist disabled vehicles, 35 calls to remove debris and conducted 28
assists or traffic breaks. There were 8 accidents in the Express Lanes and 2 accidents in the
general-purpose lanes.
10
. . . . . . . . .
Financial Highlights
91 Express Lanes
Operating Statement
Description Actual Budget Dollar $Percent (%)
Operating revenues:
Toll revenue 14,540,510.50 13,494,674.00$ 1,045,836.50$ 7.7
Fee revenue 2,974,608.93 2,645,009.00 329,599.93 12.5
Total operating revenues 17,515,119.43 16,139,683.00 1,375,436.43 8.5
Operating expenses:
Contracted services 2,629,614.80 2,720,640.00 91,025.20 3.3
Administrative fee 734,471.55 829,675.00 95,203.45 11.5
Other professional services 114,609.28 634,382.00 519,772.72 81.9
Credit card processing fees 463,637.39 469,664.00 6,026.61 1.3
Toll road account servicing 157,114.33 426,400.00 269,285.67 63.2
Other insurance expense 166,049.50 312,000.00 145,950.50 46.8
Toll road maintenance supply repairs 56,037.26 216,340.00 160,302.74 74.1
Patrol services 160,970.81 208,000.00 47,029.19 22.6
Building equipment repairs and maint 173,363.34 440,128.00 266,764.66 60.6
Other services 11,836.58 75,712.00 63,875.42 84.4
Advertising fees 21,963.29 - (21,963.29) N/A
Utilities 6,164.80 7,488.00 1,323.20 17.7
Office expense 17,864.97 56,285.00 38,420.03 68.3
Bad debt expense - - - N/A
Miscellaneous 73,093.33 114,332.00 41,238.67 36.1
Leases 154,615.98 171,392.00 16,776.02 9.8
Property taxes - - - N/A
Depreciation and amortization 3,781,619.27 - (3,781,619.27) N/A
Total operating expenses 8,723,026.48 6,682,438.00 (2,040,588.48) (30.5)
Operating income (loss)8,792,092.95 9,457,245.00 (665,152.05) (7.0)
Nonoperating revenues (expenses):
Interest income 398,994.01 173,960.00 225,034.01 129.4
Interest expense (5,541,396.68) (4,340,890.00) (1,200,506.68) (27.7)
Other 20,053.17 1,667.00 18,386.17 (1,102.9)
Total nonoperating revenues (expenses)(5,122,349.50) (4,165,263.00) (957,086.50) (23.0)
Transfers in - - - N/A
Transfers out - - - N/A
Net income (loss)3,669,743.45$ 5,291,982.00$ (1,622,238.55)$ (30.7)
¹Actual amounts are accounted for on the accrual basis of accounting in an enterprise fund. Budget amounts are
YTD as of November 30, 2009 YTD Variance
Capital Asset Activity
During the five months ending November 30, 2009, capital asset activities included approximately
$220,376 for the purchase of transponders and $2,000 for buildings and improvements.
91 Express Lanes Monthly Reports
Attachment B
ATTACHMENT B
Orange County Transportation Authority
SSttaattuuss RReeppoorrtt
DDeecceemmbbeerr 22000099
As of December 31, 2009
2
. . . . . . . . .
Operations Overview
Traffic and Revenue Statistics
Total traffic volume on the 91 Express Lanes for December 2009 was 1,057,659. This
represents a daily average of 34,118. This is a 3.7% increase in total traffic volume from the
same period last year when traffic levels totaled 1,020,168. Potential toll revenue for the month
was $3,117,178 which represents an increase of 3.8% from the prior year’s total of $3,003,500.
Carpool percentage for the month was 24.2% as compared to the previous year’s rate of 23.6%.
Average revenue per trip is $2.95 or 2.8% higher than projected by Stantec.
Month-to-date traffic and revenue data are summarized in the table below. The following trip and
revenue statistics tables represent all trips taken on the 91 Express Lanes and associated
potential revenue for the month of December 2009.
Current Month-to-Date as of December 31, 2009
(2008/2009 data is for the corresponding month in that fiscal year)
Trips
Dec-09
MTD
Actual
Stantec
MTD
Projected
#
Variance
%
Variance
Dec-08
MTD
Actual
Yr-to-Yr
%
Variance
Full Toll Lanes 802,149 755,532 46,617 6.2%778,935 3.0%
3+ Lanes 255,510 219,957 35,553 16.2%241,233 5.9%
Total Gross Trips 1,057,659 975,489 82,170 8.4%1,020,168 3.7%
Revenue
Full Toll Lanes $3,031,350 $2,704,207 $327,143 12.1%$2,926,237 3.6%
3+ Lanes $85,828 $93,000 ($7,172)(7.7%)$77,264 11.1%
Total Gross Revenue $3,117,178 $2,797,207 $319,971 11.4%$3,003,500 3.8%
Average Revenue per Trip
Average Full Toll Lanes $3.78 $3.58 $0.20 5.6%$3.76 0.5%
Average 3+ Lanes $0.34 $0.42 ($0.08)(19.0%)$0.32 6.3%
Average Gross Revenue $2.95 $2.87 $0.08 2.8%$2.94 0.3%
3
. . . . . . . . .
The 2009/2010 fiscal year-to-date traffic volume is 4.5% higher than the same period last year.
The 2009/2010 fiscal year-to-date revenue is 3.7% higher than for the same period last year.
Year-to-date average revenue per-trip is $2.97 or 2.1% higher than projected by Stantec.
Fiscal year-to-date traffic and revenue data are summarized in the table below. The following trip
and revenue statistics tables represent all trips taken on the 91 Express Lanes and associated
potential revenue for the months of July 2009 through December 2009.
Fiscal Year 2009/2010 to Date as of December 31, 2009
(2009/2010 data is for the period July 1, 2009 through December 31, 2009; 2008/2009 data is for the corresponding
period in that fiscal year.)
Trips
2009/2010
YTD
Actual
Stantec
YTD
Projected
#
Variance
%
Variance
2008/2009
YTD
Actual
Yr-to-Yr
%
Variance
Full Toll Lanes 4,743,691 4,721,552 22,139 0.5%4,557,017 4.1%
3+ Lanes 1,474,723 1,365,014 109,709 8.0%1,391,624 6.0%
Total Gross Trips 6,218,414 6,086,566 131,848 2.2%5,948,641 4.5%
Revenue
Full Toll Lanes $18,021,559 $17,110,428 $911,131 5.3%$17,371,516 3.7%
3+ Lanes $477,959 $584,600 ($106,641)(18.2%)$468,709 2.0%
Total Gross Revenue $18,499,517 $17,695,028 $804,490 4.5%$17,840,226 3.7%
Average Revenue per Trip
Average Full Toll Lanes $3.80 $3.62 $0.18 5.0%$3.81 (0.3%)
Average 3+ Lanes $0.32 $0.43 ($0.11)(25.6%)$0.34 (5.9%)
Average Gross Revenue $2.97 $2.91 $0.06 2.1%$3.00 (1.0%)
4
. . . . . . . . .
Traffic and Revenue Summary
The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for
Fiscal Year 2009/10 on a monthly basis.
The chart below reflects the gross potential revenue breakdown between Full Toll trips and
HOV3+ trips for Fiscal Year 2009/10 on a monthly basis.
5
. . . . . . . . .
Eight times during the month of December 2009, peak hour eastbound traffic exceeded 90% or
more of defined capacity. As demonstrated on the next chart, westbound peak hour traffic
volumes top out at 73% of defined capacity.
EASTBOUND PEAK-HOUR VOLUMES
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 215 1,579 46%$4.05 242 1,708 50%$4.15 251 1,923 57%$4.10 349 2,754 81%
1500 - 1600 $3.70 457 2,742 81%$5.45 456 2,667 78%$5.90 486 2,841 84%$9.50 569 3,039 89%
1600 - 1700 $7.75 462 2,792 82%$8.25 470 2,822 83%$9.90 533 2,961 87%$9.30 518 3,078 91%
1700 - 1800 $7.25 499 2,719 80%$7.75 482 2,732 80%$9.05 474 2,746 81%$7.25 508 2,736 80%
1800 - 1900 $4.10 537 2,676 79%$3.60 596 2,935 86%$4.90 565 2,863 84%$5.25 535 2,485 73%
1900 - 2000 $3.10 323 1,523 45%$3.10 340 1,739 51%$4.45 369 1,874 55%$4.90 437 1,721 51%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 197 1,607 47%$4.05 209 1,551 46%$4.05 215 1,712 50%$4.15 232 1,961 58%$4.10 333 2,625 77%
1500 - 1600 $4.35 424 2,448 72%$3.70 451 2,777 82%$5.45 482 2,815 83%$5.90 447 2,934 86%$9.50 537 2,934 86%
1600 - 1700 $5.55 392 2,479 73%$7.75 456 2,806 83%$8.25 480 2,924 86%$9.90 460 2,927 86%$9.30 505 2,873 85%
1700 - 1800 $5.35 487 2,798 82%$7.25 488 2,786 82%$7.75 528 2,832 83%$9.05 509 2,926 86%$7.25 486 2,640 78%
1800 - 1900 $4.35 440 2,449 72%$4.10 579 2,851 84%$3.60 532 2,828 83%$4.90 584 2,980 88%$5.25 488 2,354 69%
1900 - 2000 $3.10 211 1,131 33%$3.10 331 1,586 47%$3.10 368 1,694 50%$4.45 402 1,822 54%$4.90 383 1,551 46%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 216 1,536 45%$4.05 210 1,695 50%$4.05 225 1,679 49%$4.15 244 1,972 58%$4.10 345 2,540 75%
1500 - 1600 $4.35 435 2,561 75%$3.70 491 2,816 83%$5.45 463 2,756 81%$5.90 502 3,094 91%$9.50 577 2,957 87%
1600 - 1700 $5.55 417 2,713 80%$7.75 481 2,962 87%$8.25 518 2,931 86%$9.90 539 3,184 94%$9.30 512 3,045 90%
1700 - 1800 $5.35 510 2,818 83%$7.25 505 2,849 84%$7.75 548 2,901 85%$9.05 521 2,864 84%$7.25 576 3,061 90%
1800 - 1900 $4.35 559 2,753 81%$4.10 577 3,017 89%$3.60 527 3,000 88%$4.90 556 3,055 90%$5.25 573 2,729 80%
1900 - 2000 $3.10 323 1,588 47%$3.10 388 1,674 49%$3.10 430 2,016 59%$4.45 454 2,069 61%$4.90 410 1,646 48%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 297 1,800 53%$4.05 305 1,957 58%$4.05 425 2,744 81%$4.10 594 2,880 85%$4.85 666 1,677 49%
1500 - 1600 $4.35 476 2,734 80%$3.70 456 2,872 84%$5.45 477 3,003 88%$9.50 681 2,545 75%$4.85 594 1,511 44%
1600 - 1700 $5.55 512 2,890 85%$7.75 491 2,914 86%$8.25 561 3,031 89%$9.30 672 2,235 66%$4.85 545 1,224 36%
1700 - 1800 $5.35 525 2,904 85%$7.25 547 3,071 90%$7.75 584 3,055 90%$7.25 609 1,966 58%$4.85 534 1,187 35%
1800 - 1900 $4.35 560 2,786 82%$4.10 586 2,946 87%$3.60 532 2,599 76%$5.25 590 1,786 53%$4.85 609 1,267 37%
1900 - 2000 $3.10 381 1,574 46%$3.10 419 1,719 51%$3.10 440 1,813 53%$4.90 549 1,454 43%$4.85 738 1,399 41%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 304 1,759 52%$4.05 362 1,977 58%$4.05 404 2,566 75%$4.10 460 2,621 77%
1500 - 1600 $4.35 431 2,437 72%$3.70 478 2,710 80%$5.45 531 2,949 87%$9.50 468 2,147 63%
1600 - 1700 $5.55 429 2,364 70%$7.75 509 2,814 83%$8.25 539 2,891 85%$9.30 430 1,856 55%
1700 - 1800 $5.35 468 2,501 74%$7.25 499 2,572 76%$7.75 526 2,791 82%$7.25 436 1,673 49%
1800 - 1900 $4.35 445 1,821 54%$4.10 515 2,279 67%$3.60 508 2,471 73%$5.25 370 1,385 41%
1900 - 2000 $3.10 310 1,081 32%$3.10 370 1,370 40%$3.10 386 1,551 46%$4.90 306 938 28%
Friday 01/01/10Wednesday 12/30/09 Thursday 12/31/09Monday 12/28/09 Tuesday 12/29/09
Monday Tuesday Wednesday Thursday 12/04/0911/30/09 12/01/09 12/02/09 12/03/09 Friday
12/11/0912/07/09 12/08/09 12/09/09 12/10/09 FridayMonday Tuesday Wednesday Thursday
12/18/0912/14/09 12/15/09 12/16/09 12/17/09 FridayMonday Tuesday Wednesday Thursday
12/25/0912/21/09 12/22/09 12/23/09 12/24/09 Friday Monday Tuesday Wednesday Thursday
6
. . . . . . . . .
WESTBOUND PEAK-HOUR VOLUMES
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 207 502 15%$2.40 220 542 16%$2.40 213 498 15%$2.40 175 437 13%
0500 - 0600 $3.95 463 1,714 50%$3.95 472 1,589 47%$3.95 460 1,546 45%$3.80 402 1,381 41%
0600 - 0700 $4.05 541 2,399 71%$4.05 510 2,226 65%$4.05 510 2,209 65%$3.95 266 1,051 31%
0700 - 0800 $4.50 539 2,411 71%$4.50 534 2,498 73%$4.50 509 2,343 69%$4.35 557 2,206 65%
0800 - 0900 $4.05 224 2,102 62%$4.05 232 1,771 52%$4.05 229 1,811 53%$3.95 331 2,096 62%
0900 - 1000 $3.25 187 1,373 40%$3.25 159 1,221 36%$3.25 198 1,381 41%$3.25 185 1,588 47%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 187 482 14%$2.40 194 453 13%$2.40 186 445 13%$2.40 185 459 14%$2.40 146 405 12%
0500 - 0600 $3.95 348 1,141 34%$3.95 478 1,577 46%$3.95 455 1,594 47%$3.95 433 1,514 45%$3.80 376 1,422 42%
0600 - 0700 $4.05 306 1,474 43%$4.05 536 2,262 67%$4.05 545 2,186 64%$4.05 543 2,188 64%$3.95 477 1,920 56%
0700 - 0800 $4.50 528 2,373 70%$4.50 451 2,098 62%$4.50 480 2,246 66%$4.50 352 1,558 46%$4.35 364 1,747 51%
0800 - 0900 $4.05 265 2,147 63%$4.05 185 1,445 43%$4.05 223 1,893 56%$4.05 229 1,698 50%$3.95 168 1,272 37%
0900 - 1000 $3.25 165 1,681 49%$3.25 168 1,175 35%$3.25 174 1,341 39%$3.25 209 1,998 59%$3.25 123 1,038 31%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 190 492 14%$2.40 199 458 13%$2.40 189 432 13%$2.40 184 466 14%$2.40 163 422 12%
0500 - 0600 $3.95 445 1,584 47%$3.95 569 1,620 48%$3.95 431 1,546 45%$3.95 466 1,554 46%$3.80 397 1,471 43%
0600 - 0700 $4.05 486 2,166 64%$4.05 521 2,238 66%$4.05 500 2,240 66%$4.05 528 2,248 66%$3.95 504 2,050 60%
0700 - 0800 $4.50 488 2,362 69%$4.50 515 2,341 69%$4.50 494 2,375 70%$4.50 507 2,338 69%$4.35 456 2,096 62%
0800 - 0900 $4.05 221 1,557 46%$4.05 235 1,753 52%$4.05 244 1,749 51%$4.05 214 1,803 53%$3.95 232 1,411 42%
0900 - 1000 $3.25 173 1,217 36%$3.25 157 1,266 37%$3.25 171 1,202 35%$3.25 167 1,291 38%$3.25 219 1,320 39%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 176 444 13%$2.40 173 437 13%$2.40 173 426 13%$2.40 78 199 6%$1.30 9 15 0%
0500 - 0600 $3.95 413 1,432 42%$3.95 355 1,346 40%$3.95 386 1,364 40%$3.80 176 581 17%$1.30 6 20 1%
0600 - 0700 $4.05 400 1,895 56%$4.05 419 1,990 59%$4.05 398 1,808 53%$3.95 179 698 21%$1.30 17 44 1%
0700 - 0800 $4.50 339 1,803 53%$4.50 366 1,847 54%$4.50 289 1,446 43%$4.35 179 702 21%$1.30 13 53 2%
0800 - 0900 $4.05 217 1,317 39%$4.05 232 1,410 41%$4.05 220 1,233 36%$3.95 138 627 18%$2.40 53 150 4%
0900 - 1000 $3.25 262 1,228 36%$3.25 243 1,454 43%$3.25 219 1,178 35%$3.25 175 686 20%$2.50 195 468 14%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 113 328 10%$2.40 117 310 9%$2.40 125 344 10%$2.40 79 207 6%
0500 - 0600 $3.95 314 1,161 34%$3.95 327 1,110 33%$3.95 299 1,030 30%$3.80 193 670 20%
0600 - 0700 $4.05 313 1,239 36%$4.05 321 1,361 40%$4.05 294 1,212 36%$3.95 190 817 24%
0700 - 0800 $4.50 243 1,153 34%$4.50 251 1,194 35%$4.50 257 1,219 36%$4.35 185 797 23%
0800 - 0900 $4.05 191 1,063 31%$4.05 230 1,126 33%$4.05 199 1,067 31%$3.95 150 699 21%
0900 - 1000 $3.25 214 943 28%$3.25 241 1,009 30%$3.25 273 1,128 33%$3.25 168 693 20%
Friday 01/01/10
Friday
12/11/09Friday
12/25/09Friday
12/18/09
Monday 12/28/09 Tuesday 12/29/09 Wednesday 12/30/09 Thursday 12/31/09
Monday Tuesday Wednesday Thursday 11/30/09 12/01/09 12/02/09
Monday Tuesday Wednesday Thursday12/07/09 12/08/09 12/09/09 12/10/09
12/04/0912/03/09
Monday Tuesday Wednesday Thursday12/14/09 12/15/09 12/16/09 Friday
12/24/09Monday Tuesday Wednesday Thursday 12/21/09 12/22/09 12/23/09
12/17/09
7
. . . . . . . . .
Customer Service and Violations Processing
Since OCTA and Cofiroute are currently working with Integrated Technology and Nortel to
develop reports from the new Nortel telephone system, the Customer Service Center phone
activity is not available. All other performance levels specified in the operating contract were well
within established standards.
Performance Measures
Dec-10
Performance
CUSTOMER SERVICE
**Call Wait Time Monthly Not to exceed 120 seconds unavailable
**Abandon Rate Monthly No more than 4.0% unavailable
Customer Satisfaction Monthly At least 75 outbound calls 78
Convert Violators to Customers Quarterly 8% or more 11%
Convert Violators to Customers Annually 10% or more
VIOLATION PROCESSING
Response Time Monthly within 2 business days of receipt 1
CUSA Violation Collection Rate Quarterly 70% or more Quarterly 77%
CUSA Violation Collection Rate Annually 74% or more Annually
TRAFFIC OPERATIONS
Initial & Secondary Reviews Monthly = to or less than 15 days 2
*Plate Misread Errors Monthly = to or less than 0.4% 0.1%
CAS Response Time Monthly 20 minutes per call 15
ACCOUNTING
Exceptions Monthly No more than 3 0
INFORMATION TECHNOLOGY
TollPro Uptime Monthly 99% Availability 100%
Network Uptime Monthly 99% Availability 100%
**Call Wait Time and Abandon Rate performance are not currently available through the Nortel phone system
* Plate Misread Error performance is accumulated over a 60-day period. Percentage reported is for October 2009
REPORTING REQUIREMENT Reporting
Period PERFORMANCE STANDARD
8
. . . . . . . . .
Transponder Distribution Status
At the end of December 2009, the 91 Express Lanes had 113,247 active customer accounts,
with 169,695 transponders assigned to those accounts.
Tags % of Total Tags % of Total
Issued
To New Accounts 1,146 30.0%1,069 29.4%1,251 29.4%
Additional Tags to Existing Accounts 2,203 57.6%1,974 54.4%2,359 55.5%
Replacement Transponders 475 12.4%587 16.2%642 15.1%
Total Issued 3,824 3,630 4,252
Returned
Account Closures 1,082 46.6%989 39.8%1,164 41.9%
Accounts Downsizing 1,722 74.1%1,736 69.8%1,988 71.5%
Defective Transponders -481 -20.7%-238 -9.6%-371 -13.4%
Total Returned 2,323 2,487 2,781
FY 09/10TRANSPONDER DISTRIBUTION December-09 November-09
Average To-Date
TRANSPONDER INVENTORY STATUS Internal External Total
Available for Distribution:5,064 175 5,239
Customer-Returned Tag Classification
1. Under Warranty - will Return to Sirit:0
2. Out of Warranty - will Destroy:1,676
3. Not yet Classified:336
7,251
169,695
TRANSPONDERS ON-HAND:
Total Transponders On-hand:
Transponders Currently Assigned to Accounts:
December 2009
Number of Accounts by Fiscal Year
As of December 31, 2009
88,902
94,308 95,440 97,001 98,569 100,528
106,280
113,263
118,416 119,992 117,888
114,556 113,247
25,000
45,000
65,000
85,000
105,000
125,000
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
9
. . . . . . . . .
Operational Highlights
On-road Operations
Customer Assistance Specialists (CAS) responded to 157 calls during December. The CAS
team received 72 calls to assist disabled vehicles, 41 calls to remove debris and conducted 34
assists or traffic breaks. There were 8 accidents in the Express Lanes and 2 accidents in the
general-purpose lanes.
10
. . . . . . . . .
Financial Highlights
91 Express Lanes
Operating Statement
Description Actual Budget Dollar $Percent (%)
Operating revenues:
Toll revenue 17,476,037.25 16,215,069.00$ 1,260,968.25$ 7.8
Fee revenue 3,636,308.01 3,217,199.00 419,109.01 13.0
Total operating revenues 21,112,345.26 19,432,268.00 1,680,077.26 8.6
Operating expenses:
Contracted services 3,155,537.76 3,270,000.00 114,462.24 3.5
Administrative fee 881,365.86 995,610.00 114,244.14 11.5
Other professional services 276,581.31 863,436.00 586,854.69 68.0
Credit card processing fees 550,486.22 564,500.00 14,013.78 2.5
Toll road account servicing 209,052.18 512,500.00 303,447.82 59.2
Other insurance expense 199,259.40 375,000.00 175,740.60 46.9
Toll road maintenance supply repairs 63,841.89 270,000.00 206,158.11 76.4
Patrol services 184,402.28 250,000.00 65,597.72 26.2
Building equipment repairs and maint 303,505.03 529,000.00 225,494.97 42.6
Other services 12,586.21 91,000.00 78,413.79 86.2
Advertising fees 26,963.29 25,000.00 (1,963.29) (7.9)
Utilities 7,316.50 9,000.00 1,683.50 18.7
Office expense 27,957.45 67,750.00 39,792.55 58.7
Bad debt expense - - - N/A
Miscellaneous 105,748.73 161,896.00 56,147.27 34.7
Leases 186,819.25 206,000.00 19,180.75 9.3
Property taxes - - - N/A
Depreciation and amortization 4,535,669.22 - (4,535,669.22) N/A
Total operating expenses 10,727,092.58 8,190,692.00 (2,536,400.58) (31.0)
Operating income (loss)10,385,252.68 11,241,576.00 (856,323.32) (7.6)
Nonoperating revenues (expenses):
Federal assistance grants 39,547.00 - 39,547.00 N/A
Interest income 640,782.91 196,725.00 444,057.91 225.7
Interest expense (6,652,013.43) (5,217,416.00) (1,434,597.43) (27.5)
Other 42,309.12 1,832.00 40,477.12 (2,209.4)
Total nonoperating revenues (expenses)(5,929,374.40) (5,018,859.00) (910,515.40) (18.1)
Transfers in - - - N/A
Transfers out - - - N/A
Net income (loss)4,455,878.28$ 6,222,717.00$ (1,766,838.72)$ (28.4)
¹Actual amounts are accounted for on the accrual basis of accounting in an enterprise fund. Budget amounts are
accounted for on a modified accrual basis of accounting.
²Miscellaneous expenses include: Bond Insurance Costs, Bank Service Charge, Transponder Materials.
³Depreciation and amortization are not budgeted items.
YTD as of December 31, 2009 YTD Variance
Capital Asset Activity
During the six months ending December 31, 2009, capital asset activities included approximately
$220,376 for the purchase of transponders and $48,000 for buildings and improvements.
91 Express Lanes Monthly Reports
Attachment C
ATTACHMENT C
Orange County Transportation Authority
SSttaattuuss RReeppoorrtt
JJaannuuaarryy 22001100
As of January 31, 2010
2
. . . . . . . . .
Operations Overview
Traffic and Revenue Statistics
Total traffic volume on the 91 Express Lanes for January 2010 was 973,118. This represents a
daily average of 31,391. This is a 1.1% increase in total traffic volume from the same period last
year when traffic levels totaled 962,868. Potential toll revenue for the month was $2,935,766
which represents an increase of 1% from the prior year’s total of $2,906,709. Carpool
percentage for the month was 22.9% as compared to the previous year’s rate of 22.6%. Average
revenue per trip is $3.02 or 3.8% higher than projected by Stantec.
Month-to-date traffic and revenue data are summarized in the table below. The following trip and
revenue statistics tables represent all trips taken on the 91 Express Lanes and associated
potential revenue for the month of January 2010.
Current Month-to-Date (MTD) as of January 31, 2010
(2009 data is for the corresponding month in that fiscal year)
Trips
Jan-10
MTD
Actual
Stantec
MTD
Projected
#
Variance
%
Variance
Jan-09
MTD
Actual
Yr-to-Yr
%
Variance
Full Toll Lanes 749,772 776,507 (26,735)(3.4%)745,186 0.6%
3+ Lanes 223,346 221,329 2,017 0.9%217,682 2.6%
Total Gross Trips 973,118 997,836 (24,718)(2.5%)962,868 1.1%
Revenue
Full Toll Lanes $2,857,793 $2,803,637 $54,157 1.9%$2,832,594 0.9%
3+ Lanes $77,972 $95,200 ($17,228)(18.1%)$74,115 5.2%
Total Gross Revenue $2,935,766 $2,898,837 $36,929 1.3%$2,906,709 1.0%
Average Revenue per Trip
Average Full Toll Lanes $3.81 $3.61 $0.20 5.5%$3.80 0.3%
Average 3+ Lanes $0.35 $0.43 ($0.08)(18.6%)$0.34 2.9%
Average Revenue Per Trip $3.02 $2.91 $0.11 3.8%$3.02 0.0%
3
. . . . . . . . .
The 2010 fiscal year-to-date (YTD) traffic volume is 4.1% higher than the same period last year.
The 2010 fiscal year-to-date revenue is 3.3% higher than for the same period last year. Year-to-
date average revenue per-trip is $2.98 or 2.4% higher than projected by Stantec.
Fiscal year-to-date traffic and revenue data are summarized in the table below. The following trip
and revenue statistics tables represent all trips taken on the 91 Express Lanes and associated
potential revenue for the months of July 2009 through January 2010.
Fiscal Year (FY) 2010 to Date as of January 31, 2010
(FY 2010 data is for the period July 1, 2009 through January 31, 2010; FY 2009 data is for the corresponding period in
that fiscal year.)
Trips
FY 2010
YTD
Actual
Stantec
YTD
Projected #
Variance %
Variance
FY 2009
YTD
Actual
Yr - to - Yr
%
Variance
Full Toll Lan es 5,493,463 5,498,059 (4,596) (0.1%) 5,302,203 3.6%
3+ Lanes 1,698,069 1,586,343 111,726 7.0% 1,609,306 5.5%
Total Gross Trips 7,191,532 7,084,402 107,130 1.5% 6,911,509 4.1%
Revenue
Full Toll Lanes $20,879,352 $19,914,065 $965,28 8 4.8% $20,204,110 3.3%
3+ Lanes $555,931 $679,800 ($123,869) (18.2%) $542,824 2.4%
Total Gross Revenue $21,435,283 $20,593,865 $841,419 4.1% $20,746,934 3.3%
Average Revenue per Trip
Average Full Toll Lanes $3.80 $3.62 $0.18 5.0% $ 3.81 (0.3%)
Average 3+ Lanes $0.33 $0.43 ($0.10) (23.3%) $0.34 (2.9%)
Average Gross Revenue $2.98 $2.91 $0.07 2.4% $3.00 (0.7%)
4
. . . . . . . . .
Traffic and Revenue Summary
The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for
Fiscal Year 2010 on a monthly basis.
824,796 791,498 785,555 806,440 733,253 802,149 749,772
272,474 256,496 229,141 227,472
233,630
255,510
223,346
175,000
350,000
525,000
700,000
875,000
1,050,000
1,225,000
1,400,000
Jul -09 Aug -09 Sep -09 Oct-09 Nov -09 Dec-09 Jan -10 Feb-10 Mar-10 Apr-10 May-10 Jun -10
Vo
l
u
m
e
Month
Fiscal Year 2010 Traffic Volume Overview
3+ Lanes Full Toll Lanes
The chart below reflects the gross potential revenue breakdown between Full Toll trips and
HOV3+ trips for Fiscal Year 2010 on a monthly basis.
3,146,095
2,950,074 3,031,035 3,083,332
2,779,674
3,031,350
2,857,793
87,763
79,035
79,814
79,227
66,291
85,828
77,972
$2,500,000
$2,650,000
$2,800,000
$2,950,000
$3,100,000
$3,250,000
$3,400,000
Jul -09 Aug -09 Sep -09 Oct-09 Nov-09 Dec -09 Jan -10 Feb-10 Mar-10 Apr-10 May-10 Jun -10
Re
v
e
n
u
e
Month
Fiscal Year 2010 Revenue Summary
Full Toll Lanes 3+ Lanes
5
. . . . . . . . .
Eighteen times during the month of January 2010, peak hour eastbound traffic reached or
exceeded 90% or more of defined capacity. As demonstrated on the next chart, westbound peak
hour traffic volumes top out at 72% of defined capacity.
EASTBOUND PEAK-HOUR VOLUMES
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 230 608 18%
1500 - 1600 $4.05 278 612 18%
1600 - 1700 $4.05 243 613 18%
1700 - 1800 $4.05 274 647 19%
1800 - 1900 $4.05 311 643 19%
1900 - 2000 $3.75 291 556 16%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 261 1,552 46%$4.05 283 1,738 51%$4.05 267 1,868 55%$4.15 271 1,973 58%$3.60 361 2,758 81%
1500 - 1600 $4.35 526 2,757 81%$3.70 470 2,535 75%$4.95 500 2,951 87%$5.90 527 2,959 87%$9.50 572 2,971 87%
1600 - 1700 $5.55 524 2,965 87%$7.75 495 2,767 81%$8.25 536 3,408 100%$9.90 513 2,774 82%$9.30 556 3,066 90%
1700 - 1800 $5.35 506 2,833 83%$7.25 608 3,085 91%$7.75 553 3,022 89%$9.05 576 3,021 89%$7.25 537 3,101 91%
1800 - 1900 $4.35 576 2,523 74%$4.10 662 3,068 90%$3.60 621 3,129 92%$4.90 621 3,055 90%$5.25 571 2,763 81%
1900 - 2000 $3.10 320 1,226 36%$3.10 463 1,957 58%$3.10 366 1,726 51%$4.45 445 2,043 60%$4.90 468 1,833 54%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 236 1,721 51%$4.05 241 1,719 51%$4.05 224 1,777 52%$4.15 228 1,995 59%$3.60 385 2,935 86%
1500 - 1600 $4.35 483 2,786 82%$3.70 468 2,939 86%$4.95 445 2,818 83%$5.90 516 2,984 88%$9.50 644 3,246 95%
1600 - 1700 $5.55 497 2,875 85%$7.75 491 2,945 87%$8.25 491 2,946 87%$9.90 496 3,021 89%$9.30 563 3,187 94%
1700 - 1800 $5.35 523 2,991 88%$7.25 520 3,167 93%$7.75 511 2,990 88%$9.05 576 3,183 94%$7.25 595 3,075 90%
1800 - 1900 $4.35 576 2,955 87%$4.10 596 3,146 93%$3.60 526 2,800 82%$4.90 623 3,193 94%$5.25 644 3,250 96%
1900 - 2000 $3.10 333 1,554 46%$3.10 352 1,744 51%$3.10 338 1,547 46%$4.45 400 2,403 71%$4.90 559 2,497 73%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 290 1,774 52%$4.05 218 1,966 58%$4.05 220 1,828 54%$4.15 227 1,690 50%$3.60 296 2,236 66%
1500 - 1600 $4.35 459 2,438 72%$3.70 456 2,607 77%$4.95 451 2,621 77%$5.90 432 2,517 74%$9.50 562 2,717 80%
1600 - 1700 $5.55 394 2,312 68%$7.75 438 2,514 74%$8.25 489 2,595 76%$9.90 409 2,351 69%$9.30 488 2,625 77%
1700 - 1800 $5.35 365 2,356 69%$7.25 426 2,608 77%$7.75 512 2,832 83%$9.05 417 2,350 69%$7.25 498 2,987 88%
1800 - 1900 $4.35 347 1,618 48%$4.10 441 2,287 67%$3.60 489 2,611 77%$4.90 392 1,976 58%$5.25 563 2,569 76%
1900 - 2000 $3.10 253 922 27%$3.10 257 1,197 35%$3.10 253 1,364 40%$4.45 220 1,122 33%$4.90 304 1,329 39%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 195 1,617 48%$4.05 225 1,733 51%$4.05 242 1,656 49%$4.15 257 1,967 58%$3.60 430 3,007 88%
1500 - 1600 $4.35 471 2,662 78%$3.70 388 2,295 68%$4.95 503 2,853 84%$5.90 480 2,953 87%$9.50 667 3,257 96%
1600 - 1700 $5.55 439 2,862 84%$7.75 473 2,797 82%$8.25 468 2,873 85%$9.90 550 3,145 93%$9.30 508 3,163 93%
1700 - 1800 $5.35 465 2,901 85%$7.25 483 2,694 79%$7.75 476 2,839 84%$9.05 514 2,976 88%$7.25 550 2,979 88%
1800 - 1900 $4.35 524 2,724 80%$4.10 560 2,781 82%$3.60 553 2,942 87%$4.90 577 3,018 89%$5.25 580 2,941 87%
1900 - 2000 $3.10 294 1,561 46%$3.10 471 2,711 80%$3.10 362 1,660 49%$4.45 382 2,125 63%$4.90 530 2,623 77%
Friday 01/29/10Wednesday 01/27/10 Thursday 01/28/10Monday 01/25/10 Tuesday 01/26/10
Monday Tuesday Wednesday Thursday 01/01/1012/28/09 12/29/09 12/30/09 12/31/09 Friday
01/08/1001/04/10 01/05/10 01/06/10 01/07/10 FridayMonday Tuesday Wednesday Thursday
01/15/1001/11/10 01/12/10 01/13/10 01/14/10 FridayMonday Tuesday Wednesday Thursday
01/22/1001/18/10 01/19/10 01/20/10 01/21/10 Friday Monday Tuesday Wednesday Thursday
6
. . . . . . . . .
WESTBOUND PEAK-HOUR VOLUMES
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $1.30 21 36 1%
0500 - 0600 $1.30 25 59 2%
0600 - 0700 $1.30 17 44 1%
0700 - 0800 $1.30 25 53 2%
0800 - 0900 $1.30 25 84 2%
0900 - 1000 $2.40 85 182 5%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 190 464 14%$2.40 201 437 13%$2.40 210 444 13%$2.40 200 459 14%$2.40 166 401 12%
0500 - 0600 $3.95 444 1,552 46%$3.95 466 1,530 45%$3.95 486 1,583 47%$3.95 475 1,515 45%$3.80 415 1,324 39%
0600 - 0700 $4.05 445 1,839 54%$4.05 559 2,153 63%$4.05 514 2,195 65%$4.05 551 2,206 65%$3.95 477 1,991 59%
0700 - 0800 $4.50 405 1,786 53%$4.50 434 2,055 60%$4.50 451 2,176 64%$4.50 447 2,081 61%$4.35 408 1,832 54%
0800 - 0900 $4.05 305 1,999 59%$4.05 259 1,524 45%$4.05 225 1,590 47%$4.05 220 1,624 48%$3.95 226 1,368 40%
0900 - 1000 $3.25 244 1,303 38%$3.25 217 1,171 34%$3.25 216 1,240 36%$3.25 213 1,194 35%$3.25 173 1,053 31%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 215 517 15%$2.40 210 506 15%$2.40 204 482 14%$2.40 216 518 15%$2.40 180 422 12%
0500 - 0600 $3.95 454 1,613 47%$3.95 481 1,578 46%$3.95 428 1,494 44%$3.95 475 1,515 45%$3.80 434 1,440 42%
0600 - 0700 $4.05 544 2,285 67%$4.05 547 2,219 65%$4.05 502 2,170 64%$4.05 564 2,169 64%$3.95 502 2,001 59%
0700 - 0800 $4.50 514 2,359 69%$4.50 503 2,335 69%$4.50 482 2,439 72%$4.50 476 2,307 68%$4.35 458 1,987 58%
0800 - 0900 $4.05 224 1,940 57%$4.05 208 1,641 48%$4.05 241 2,107 62%$4.05 225 2,062 61%$3.95 238 1,498 44%
0900 - 1000 $3.25 187 1,919 56%$3.25 156 1,137 33%$3.25 154 1,319 39%$3.25 173 1,441 42%$3.25 184 1,150 34%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 153 409 12%$2.40 187 436 13%$2.40 178 435 13%$2.40 168 409 12%$2.40 125 374 11%
0500 - 0600 $3.95 282 1,136 33%$3.95 437 1,499 44%$3.95 427 1,520 45%$3.95 379 1,353 40%$3.80 387 1,361 40%
0600 - 0700 $4.05 239 1,233 36%$4.05 566 2,168 64%$4.05 496 2,016 59%$4.05 438 1,705 50%$3.95 440 1,820 54%
0700 - 0800 $4.50 200 1,083 32%$4.50 382 1,946 57%$4.50 371 1,779 52%$4.50 442 2,050 60%$4.35 424 1,893 56%
0800 - 0900 $4.05 141 993 29%$4.05 167 1,494 44%$4.05 170 1,391 41%$4.05 204 1,674 49%$3.95 234 1,611 47%
0900 - 1000 $3.25 203 924 27%$3.25 118 1,067 31%$3.25 120 994 29%$3.25 122 1,080 32%$3.25 132 1,064 31%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 185 463 14%$2.40 175 419 12%$2.40 187 422 12%$2.40 194 452 13%$2.40 186 406 12%
0500 - 0600 $3.95 445 1,484 44%$3.95 427 1,455 43%$3.95 466 1,523 45%$3.95 442 1,398 41%$3.80 408 1,319 39%
0600 - 0700 $4.05 479 1,969 58%$4.05 514 2,050 60%$4.05 518 2,019 59%$4.05 513 2,149 63%$3.95 462 1,889 56%
0700 - 0800 $4.50 459 2,280 67%$4.50 423 2,109 62%$4.50 401 2,014 59%$4.50 464 2,322 68%$4.35 431 1,959 58%
0800 - 0900 $4.05 201 1,707 50%$4.05 200 1,718 51%$4.05 211 1,556 46%$4.05 224 2,025 60%$3.95 225 1,496 44%
0900 - 1000 $3.25 167 1,332 39%$3.25 130 1,228 36%$3.25 162 1,140 34%$3.25 184 1,400 41%$3.25 183 1,193 35%
Friday 01/29/10
Friday
01/08/10Friday
01/22/10Friday
01/15/10
Monday 01/25/10 Tuesday 01/26/10 Wednesday 01/27/10 Thursday 01/28/10
Monday Tuesday Wednesday Thursday 12/28/09 12/29/09 12/30/09
Monday Tuesday Wednesday Thursday01/04/10 01/05/10 01/06/10 01/07/10
01/01/1012/31/09
Monday Tuesday Wednesday Thursday01/11/10 01/12/10 01/13/10 Friday
01/21/10Monday Tuesday Wednesday Thursday 01/18/10 01/19/10 01/20/10
01/14/10
7
. . . . . . . . .
Customer Service and Violations Processing
Since OCTA and Cofiroute are currently working with Integrated Technology and Nortel to
develop reports from the new Nortel telephone system, the Customer Service Center phone
activity is not available. All other performance levels specified in the operating contract were well
within established standards.
Performance Measures
Jan-10
Performance
CUSTOMER
** Call Wait Time Monthly Not to exceed 120 seconds unavailable
** Abandon Rate Monthly No more than 4.0% unavailable
Customer Satisfaction Monthly At least 75 outbound calls 76
Convert Violators to Customers Quarterly 8% or more 7%
Convert Violators to Customers Annually 10% or more 11%
VIOLATION PROCESSING
Response Time Monthly within 2 business days of receipt 1
CUSA Violation Collection Rate Quarterly 70% or more 84%
CUSA Violation Collection Rate Annually 74% or more Annually 80%
TRAFFIC OPERATIONS
Initial & Secondary Reviews Monthly = to or less than 15 days 2
* Plate Misread Errors Monthly = to or less than 0.4% 0.0%
CAS Response Time Monthly 20 minutes per call 13
ACCOUNTING
Exceptions Monthly No more than 3 1
INFORMATION TECHNOLOGY
TollPro Uptime Monthly 99% Availability 100%
Network Uptime Monthly 99% Availability 100%
*** Call Wait Time and Abandon Rate performance are not currently available through the Nortel phone system ** Plate Misread Error performance is accumulated over a 60-day period. Percentage reported is for November 2009
REPORTING REQUIREMENT Reporting
Period PERFORMANCE STANDARD
* CUSA = Cofiroute USA; CAS = Customer Assistance Specialists
8
. . . . . . . . .
Transponder Distribution Status
At the end of January 2010, the 91 Express Lanes had 113,150 active customer accounts, with
169,545 transponders assigned to those accounts.
TRANSPONDER INVENTORY STATUS Internal External Total
Available for Distribution:7,824 164 7,988
Customer-Returned Tag Classification
1. Under Warranty - will Return to Sirit:0
2. Out of Warranty - will Destroy:3,018
3. Not yet Classified:811
11,817
169,545
TRANSPONDERS ON-HAND:
Total Transponders On-hand:
Transponders Currently Assigned to Accounts:
January 2010
Number of Accounts by Fiscal Year
As of January 31, 2010
88,902
94,308 95,440 97,001 98,569 100,528
106,280
113,263
118,416 119,992 117,888 114,556 113,150
-
20,000
40,000
60,000
80,000
100,000
120,000
140,000
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Fiscal Year
Tags % of Total Tags % of Total
Issued
To New Accounts 784 36.0% 701 31.8% 776 32.2%
Additional Tags to Existing Accounts 336 15.4% 356 16.2% 379 15.7%
Replacement Transponders 1,060 48.6% 1,146 52.0% 1,257 52.1%
Total Issued 2,180 2,203 2,412
Returned
Account Closures 653 35.9% 475 27.6% 661 32.9%
Accounts Downsizing 176 9.7% 165 9.6% 188 9.3%
Defective Transponders 988 54.4% 1,082 62.8% 1,162 57.8%
Total Returned 1,817 1,722 2,011
FY 2010 TRANSPONDER DISTRIBUTION January-10 December-09
Average To-Date
9
. . . . . . . . .
Operational Highlights
On-road Operations
Customer Assistance Specialists (CAS) responded to 125 calls during January. The CAS team
received 68 calls to assist disabled vehicles, 28 calls to remove debris and conducted 19 assists
or traffic breaks. There were 8 accidents in the Express Lanes and 2 accidents in the general-
purpose lanes the CAS provided assistance to.
10
. . . . . . . . .
Financial Highlights
91 Express Lanes
Operating Statement
Description Actual Budget Dollar $Percent (%)
Operating revenues:
Toll revenue 20,302,121.78 18,961,066.00$ 1,341,055.78$ 7.1
Fee revenue 4,264,592.54 3,823,129.00 441,463.54 11.5
Total operating revenues 24,566,714.32 22,784,195.00 1,782,519.32 7.8
Operating expenses:
Contracted services 3,683,356.99 3,812,820.00 129,463.01 3.4
Administrative fee 1,028,260.17 1,161,545.00 133,284.83 11.5
Other professional services 376,811.33 983,167.00 606,355.67 61.7
Credit card processing fees 633,040.35 658,207.00 25,166.65 3.8
Toll road account servicing 255,342.16 597,575.00 342,232.84 57.3
Other insurance expense 232,469.29 437,250.00 204,780.71 46.8
Toll road maintenance supply repairs 72,926.77 310,670.00 237,743.23 76.5
Patrol services 216,415.95 291,500.00 75,084.05 25.8
Building equipment repairs and maint 314,348.21 616,814.00 302,465.79 49.0
Other services 15,246.76 106,106.00 90,859.24 85.6
Advertising fees 26,963.29 25,000.00 (1,963.29) (7.9)
Utilities 7,583.88 10,494.00 2,910.12 27.7
Office expense 48,230.81 78,955.00 30,724.19 38.9
Bad debt expense - - - N/A
Miscellaneous 120,106.81 182,338.00 62,231.19 34.1
Leases 219,022.52 240,196.00 21,173.48 8.8
Property taxes - - - N/A
Depreciation and amortization 5,289,769.08 - (5,289,769.08) N/A
Total operating expenses 12,539,894.37 9,512,637.00 (3,027,257.37) (31.8)
Operating income (loss)12,026,819.95 13,271,558.00 (1,244,738.05) (9.4)
Nonoperating revenues (expenses):
Federal assistance grants 39,547.00 - 39,547.00 N/A
Interest income 693,995.08 223,685.00 470,310.08 210.3
Interest expense (7,769,917.82) (6,083,507.00) (1,686,410.82) (27.7)
Other 52,086.37 2,488.00 49,598.37 (1,993.5)
Total nonoperating revenues (expenses)(6,984,289.37) (5,857,334.00) (1,126,955.37) (19.2)
Transfers in - - - N/A
Transfers out (901,621.01) - (901,621.01) N/A
Net income (loss)4,140,909.57$ 7,414,224.00$ (3,273,314.43)$ (44.1)
¹Actual amounts are accounted for on the accrual basis of accounting in an enterprise fund. Budget amounts are
accounted for on a modified accrual basis of accounting.
²Miscellaneous expenses include: Bond Insurance Costs, Bank Service Charge, Transponder Materials.
³Depreciation and amortization are not budgeted items.
YTD as of January 31, 2010 YTD Variance
Capital Asset Activity
During the seven months ending January 31, 2010, capital asset activities included
approximately $326,048 for the purchase of transponders and $49,012 for buildings and
improvements.
91 Express Lanes Monthly Reports
Attachment D
ATTACHMENT D
Orange County Transportation Authority
SSttaattuuss RReeppoorrtt
FFeebbrruuaarryy 22001100
As of February 28, 2010
2
. . . . . . . . .
Operations Overview
Traffic and Revenue Statistics
Total traffic volume on the 91 Express Lanes for February 2010 was 993,807. This represents a
daily average of 35,493. This is a 10.3% increase in total traffic volume from the same period last
year when traffic levels totaled 900,641. Potential toll revenue for the month was $3,038,873
which represents an increase of 9.4% from the prior year’s total of $2,779,003. Carpool
percentage for the month was 21.98% as compared to the previous year’s rate of 21.31%.
Average revenue per trip is $3.06 or 4.8% higher than projected by Stantec.
Month-to-date traffic and revenue data are summarized in the table below. The following trip and
revenue statistics tables represent all trips taken on the 91 Express Lanes and associated
potential revenue for the month of February 2010.
Current Month-to-Date (MTD) as of February 28, 2010
(2009 data is for the corresponding month in that fiscal year)
Trips
Feb 2010
MTD
Actual
Stantec
MTD
Projected
#
Variance
%
Variance
Feb 2009
MTD
Actual
Yr-to-Yr
%
Variance
Full Toll Lanes 775,333 737,300 38,033 5.2%708,704 9.4%
3+ Lanes 218,474 209,400 9,074 4.3%191,937 13.8%
Total Gross Trips 993,807 946,700 47,107 5.0%900,641 10.3%
Revenue
Full Toll Lanes $2,958,381 $2,672,752 $285,629 10.7%$2,708,434 9.2%
3+ Lanes $80,492 $90,600 ($10,108)(11.2%)$70,569 14.1%
Total Gross Revenue $3,038,873 $2,763,352 $275,521 10.0%$2,779,003 9.4%
Average Revenue per Trip
Average Full Toll Lanes $3.82 $3.63 $0.19 5.2%$3.82 0.0%
Average 3+ Lanes $0.37 $0.43 ($0.06)(14.0%)$0.37 0.0%
Average Gross Revenue $3.06 $2.92 $0.14 4.8%$3.09 (1.0%)
3
. . . . . . . . .
The 2010 fiscal year-to-date (YTD) traffic volume is 4.8% higher than the same period last year.
The 2010 fiscal year-to-date revenue is 4% higher than for the same period last year. Year-to-
date average revenue per-trip is $2.99 or 2.7% higher than projected by Stantec.
Fiscal year-to-date traffic and revenue data are summarized in the table below. The following trip
and revenue statistics tables represent all trips taken on the 91 Express Lanes and associated
potential revenue for the months of July 2009 through February 2010.
Fiscal Year (FY) 2010 to Date as of February 28, 2010
(FY 2010 data is for the period July 1, 2009 through February 28, 2010; FY 2009 data is for the corresponding period in
that fiscal year.)
Trips
FY 2010
YTD
Actual
Stantec
YTD
Projected
#
Variance
%
Variance
FY 2009
YTD
Actual
Yr-to-Yr
%
Variance
Full Toll Lanes 6,268,796 6,235,359 33,437 0.5%6,010,907 4.3%
3+ Lanes 1,916,543 1,795,743 120,800 6.7%1,801,243 6.4%
Total Gross Trips 8,185,339 8,031,102 154,237 1.9%7,812,150 4.8%
Revenue
Full Toll Lanes $23,837,733 $22,586,816 $1,250,917 5.5%$22,912,544 4.0%
3+ Lanes $636,423 $770,400 ($133,977)(17.4%)$613,393 3.8%
Total Gross Revenue $24,474,156 $23,357,216 $1,116,940 4.8%$23,525,937 4.0%
Average Revenue per Trip
Average Full Toll Lanes $3.80 $3.62 $0.18 5.0%$3.81 (0.3%)
Average 3+ Lanes $0.33 $0.43 ($0.10)(23.3%)$0.34 (2.9%)
Average Gross Revenue $2.99 $2.91 $0.08 2.7%$3.01 (0.7%)
4
. . . . . . . . .
Traffic and Revenue Summary
The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for
Fiscal Year 2010 on a monthly basis.
824,796 791,498 785,555 806,440 733,253 802,149 749,772 775,333
272,474 256,496 229,141 227,472
233,630
255,510
223,346 218,474
175,000
350,000
525,000
700,000
875,000
1,050,000
1,225,000
1,400,000
Jul -09 Aug -09 Sep -09 Oct-09 Nov-09 Dec -09 Jan -10 Feb-10 Mar-10 Apr-10 May-10 Jun -10
Vo
l
u
m
e
Month
Fiscal Year 2010 Traffic Volume Overview
3+ Lanes Full Toll Lanes
The chart below reflects the gross potential revenue breakdown between Full Toll trips and
HOV3+ trips for Fiscal Year 2010 on a monthly basis.
3,146,095
2,950,074 3,031,035 3,083,332
2,779,674
3,031,350
2,857,793
2,958,381
87,763
79,035
79,814
79,227
66,291
85,828
77,972
80,492
$2,500,000
$2,650,000
$2,800,000
$2,950,000
$3,100,000
$3,250,000
$3,400,000
Jul -09 Aug -09 Sep -09 Oct-09 Nov-09 Dec -09 Jan -10 Feb-10 Mar-10 Apr-10 May-10 Jun -10
Re
v
e
n
u
e
Month
Fiscal Year 2010 Revenue Summary
Full Toll Lanes 3+ Lanes
5
. . . . . . . . .
Thirty-five times during the month of February 2010, peak hour eastbound traffic reached or
exceeded 90% or more of defined capacity. As demonstrated on the next chart, westbound peak
hour traffic volumes top out at 73% of defined capacity.
EASTBOUND PEAK-HOUR VOLUMES
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 226 1,629 48%$4.05 225 1,728 51%$4.05 239 1,787 53%$4.15 251 1,967 58%$3.60 358 2,749 81%
1500 - 1600 $4.35 474 2,809 83%$3.70 505 2,969 87%$4.95 477 2,857 84%$5.90 526 3,010 89%$9.50 524 2,688 79%
1600 - 1700 $5.55 496 3,054 90%$7.75 487 2,951 87%$8.25 506 3,111 92%$9.90 534 3,106 91%$9.30 471 2,611 77%
1700 - 1800 $5.35 512 2,886 85%$7.25 528 2,991 88%$7.75 515 2,985 88%$9.05 434 2,335 69%$7.25 508 2,802 82%
1800 - 1900 $4.35 538 2,748 81%$4.10 574 2,850 84%$3.60 586 3,032 89%$4.90 511 2,478 73%$5.25 576 2,822 83%
1900 - 2000 $3.10 309 1,509 44%$3.10 342 1,620 48%$3.10 341 1,845 54%$4.45 505 2,724 80%$4.90 545 2,322 68%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 264 1,674 49%$4.05 243 1,939 57%$4.05 220 1,709 50%$4.15 291 2,086 61%$3.60 497 3,230 95%
1500 - 1600 $4.35 540 2,687 79%$3.70 457 2,874 85%$4.95 471 2,888 85%$5.90 496 2,836 83%$9.50 662 3,154 93%
1600 - 1700 $5.55 484 2,867 84%$7.75 444 2,616 77%$8.25 472 3,055 90%$9.90 442 2,653 78%$9.30 604 3,146 93%
1700 - 1800 $5.35 482 2,810 83%$7.25 524 2,821 83%$7.75 512 3,179 94%$9.05 527 3,065 90%$7.25 594 3,081 91%
1800 - 1900 $4.35 558 2,527 74%$4.10 569 2,951 87%$3.60 581 3,040 89%$4.90 623 3,025 89%$5.25 659 3,017 89%
1900 - 2000 $3.10 390 1,746 51%$3.10 492 2,775 82%$3.10 380 2,292 67%$4.45 567 3,050 90%$4.90 548 2,351 69%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 375 1,722 51%$4.05 254 1,848 54%$4.05 309 1,992 59%$4.15 303 2,243 66%$3.60 389 3,165 93%
1500 - 1600 $4.35 580 2,502 74%$3.70 546 3,024 89%$4.95 563 3,033 89%$5.90 535 3,120 92%$9.50 601 3,177 93%
1600 - 1700 $5.55 442 2,263 67%$7.75 526 3,067 90%$8.25 540 3,119 92%$9.90 558 3,264 96%$9.30 577 3,215 95%
1700 - 1800 $5.35 512 2,464 72%$7.25 518 3,066 90%$7.75 572 3,274 96%$9.05 536 3,179 94%$7.25 544 3,022 89%
1800 - 1900 $4.35 536 1,887 56%$4.10 604 2,967 87%$3.60 627 3,196 94%$4.90 603 3,078 91%$5.25 672 2,940 86%
1900 - 2000 $3.10 408 1,294 38%$3.10 357 1,765 52%$3.10 414 2,192 64%$4.45 445 2,292 67%$4.90 457 2,064 61%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 217 1,581 47%$4.05 229 1,921 57%$4.05 240 1,895 56%$4.15 283 2,108 62%$3.60 401 3,041 89%
1500 - 1600 $4.35 471 2,791 82%$3.70 496 2,969 87%$4.95 526 3,104 91%$5.90 550 3,200 94%$9.50 666 3,237 95%
1600 - 1700 $5.55 458 2,732 80%$7.75 572 3,334 98%$8.25 553 3,172 93%$9.90 530 3,129 92%$9.30 528 3,248 96%
1700 - 1800 $5.35 505 3,207 94%$7.25 529 3,194 94%$7.75 539 3,065 90%$9.05 521 3,147 93%$7.25 569 3,134 92%
1800 - 1900 $4.35 536 2,962 87%$4.10 564 2,849 84%$3.60 599 2,982 88%$4.90 547 2,984 88%$5.25 606 2,829 83%
1900 - 2000 $3.10 329 1,539 45%$3.10 406 2,064 61%$3.10 374 1,803 53%$4.45 407 2,305 68%$4.90 444 1,823 54%
Monday Tuesday Wednesday Thursday 02/26/1002/22/10 02/23/10 02/24/10 02/25/10 Friday
Monday Tuesday Wednesday Thursday 02/19/1002/15/10 02/16/10 02/17/10 02/18/10 Friday
02/10/10 02/11/10 FridayMonday Tuesday Wednesday Thursday 02/12/1002/08/10 02/09/10
02/05/1002/01/10 02/02/10 02/03/10 02/04/10 FridayMonday Tuesday Wednesday Thursday
6
. . . . . . . . .
WESTBOUND PEAK-HOUR VOLUMES
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 187 463 14%$2.40 204 430 13%$2.40 211 499 15%$2.40 197 456 13%$2.40 150 390 11%
0500 - 0600 $3.95 453 1,500 44%$3.95 452 1,430 42%$3.95 474 1,550 46%$3.95 449 1,480 44%$3.80 388 1,300 38%
0600 - 0700 $4.05 495 2,069 61%$4.05 538 2,125 63%$4.05 524 2,148 63%$4.05 710 2,385 70%$3.95 475 1,919 56%
0700 - 0800 $4.50 474 2,312 68%$4.50 474 2,318 68%$4.50 512 2,370 70%$4.50 494 2,416 71%$4.35 343 1,665 49%
0800 - 0900 $4.05 249 1,982 58%$4.05 220 1,857 55%$4.05 256 2,013 59%$4.05 229 1,892 56%$3.95 196 1,304 38%
0900 - 1000 $3.25 169 1,420 42%$3.25 172 1,452 43%$3.25 182 1,465 43%$3.25 158 1,190 35%$3.25 138 1,040 31%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 187 468 14%$2.40 196 440 13%$2.40 185 422 12%$2.40 204 445 13%$2.40 174 391 12%
0500 - 0600 $3.95 401 1,447 43%$3.95 439 1,501 44%$3.95 455 1,541 45%$3.95 444 1,546 45%$3.80 385 1,326 39%
0600 - 0700 $4.05 458 2,082 61%$4.05 563 2,258 66%$4.05 523 2,171 64%$4.05 570 2,170 64%$3.95 464 1,925 57%
0700 - 0800 $4.50 418 2,111 62%$4.50 472 2,467 73%$4.50 432 2,251 66%$4.50 520 2,452 72%$4.35 410 1,754 52%
0800 - 0900 $4.05 294 1,768 52%$4.05 186 1,775 52%$4.05 219 1,616 48%$4.05 268 2,099 62%$3.95 252 1,424 42%
0900 - 1000 $3.25 251 1,337 39%$3.25 153 1,432 42%$3.25 123 954 28%$3.25 230 1,529 45%$3.25 229 1,138 33%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 145 327 10%$2.40 208 473 14%$2.40 212 482 14%$2.40 205 477 14%$2.40 166 417 12%
0500 - 0600 $3.95 273 906 27%$3.95 493 1,645 48%$3.95 485 1,551 46%$3.95 521 1,535 45%$3.80 351 1,056 31%
0600 - 0700 $4.05 237 1,058 31%$4.05 611 2,431 72%$4.05 534 2,321 68%$4.05 550 2,265 67%$3.95 491 1,988 58%
0700 - 0800 $4.50 193 932 27%$4.50 492 2,327 68%$4.50 551 2,295 68%$4.50 481 2,455 72%$4.35 498 2,350 69%
0800 - 0900 $4.05 200 938 28%$4.05 292 2,022 59%$4.05 260 2,041 60%$4.05 263 2,109 62%$3.95 241 1,805 53%
0900 - 1000 $3.25 268 1,027 30%$3.25 204 1,567 46%$3.25 227 1,639 48%$3.25 199 1,531 45%$3.25 176 1,199 35%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 188 492 14%$2.40 215 493 15%$2.40 213 485 14%$2.40 194 477 14%$2.40 169 397 12%
0500 - 0600 $3.95 425 1,482 44%$3.95 473 1,563 46%$3.95 480 1,594 47%$3.95 496 1,559 46%$3.80 426 1,353 40%
0600 - 0700 $4.05 514 2,225 65%$4.05 562 2,306 68%$4.05 543 2,315 68%$4.05 543 2,247 66%$3.95 512 2,127 63%
0700 - 0800 $4.50 428 2,338 69%$4.50 473 2,222 65%$4.50 459 2,387 70%$4.50 467 2,476 73%$4.35 424 2,051 60%
0800 - 0900 $4.05 199 1,794 53%$4.05 230 1,962 58%$4.05 243 2,079 61%$4.05 239 1,860 55%$3.95 206 1,275 38%
0900 - 1000 $3.25 171 1,182 35%$3.25 211 1,613 47%$3.25 174 1,534 45%$3.25 170 1,305 38%$3.25 165 1,113 33%
02/18/10
02/25/10Monday Tuesday Wednesday Thursday 02/22/10 02/23/10 02/24/10
02/11/10
02/05/1002/04/10
Monday Tuesday Wednesday Thursday02/15/10 02/16/10 02/17/10
Monday Tuesday Wednesday Thursday02/08/10 02/09/10 02/10/10
Monday Tuesday Wednesday Thursday 02/01/10 02/02/10 02/03/10 Friday
02/12/10Friday
02/26/10Friday
02/19/10Friday
7
. . . . . . . . .
Customer Service and Violations Processing
Since OCTA and Cofiroute are currently working with Integrated Technology and Nortel to
develop reports from the new Nortel telephone system, the Customer Service Center phone
activity is not available. All other performance levels specified in the operating contract were well
within established standards.
Performance Measures
Feb-10
Performance
CUSTOMER SERVICE
**Call Wait Time Monthly Not to exceed 120 seconds unavailable
**Abandon Rate Monthly No more than 4.0% unavailable
Customer Satisfaction Monthly At least 75 outbound calls 77
Convert Violators to Customers Quarterly 8% or more 8%
Convert Violators to Customers Annually 10% or more 11%
VIOLATION PROCESSING
Response Time Monthly within 2 business days of receipt 1
CUSA Violation Collection Rate Quarterly 70% or more Quarterly 79%
CUSA Violation Collection Rate Annually 74% or more Annually 78%
TRAFFIC OPERATIONS
Initial & Secondary Reviews Monthly = to or less than 15 days 2
*Plate Misread Errors Monthly = to or less than 0.4% 0.0%
CAS Response Time Monthly 20 minutes per call 14
ACCOUNTING
Exceptions Monthly No more than 3 0
INFORMATION TECHNOLOGY
TollPro Uptime Monthly 99% Availability 100%
Network Uptime Monthly 99% Availability 100%
CUSA = Cofiroute USA; CAS = Customer Assistance Specialists
**Call Wait Time and Abandon Rate performance are not currently available through the Nortel phone system
* Plate Misread Error performance is accumulated over a 60-day period. Percentage reported is for December 2009
REPORTING REQUIREMENT Reporting
Period PERFORMANCE STANDARD
8
. . . . . . . . .
Transponder Distribution Status
At the end of February 2010, the 91 Express Lanes had 113,440 active customer accounts, with
169,642 transponders assigned to those accounts.
TRANSPONDER INVENTORY STATUS Internal External Total
Available for Distribution:5,500 154 5,654
Customer-Returned Tag Classification
1. Under Warranty - will Return to Sirit:0
2. Out of Warranty - will Destroy:4,032
3. Not yet Classified:1,444
11,130
169,642
TRANSPONDERS ON-HAND:
Total Transponders On-hand:
Transponders Currently Assigned to Accounts:
February 2010
Number of Accounts by Fiscal Year
As of February 28, 2010
88,902
94,308 95,440 97,001 98,569 100,528
106,280
113,263
118,416 119,992 117,888 114,556 113,440
-
20,000
40,000
60,000
80,000
100,000
120,000
140,000
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Fiscal Year
Tags % of Total Tags % of Total
Issued
To New Accounts 991 43.4%784 36.0%774 33.3%
Additional Tags to Existing Accounts 358 15.7%336 15.4%366 15.7%
Replacement Transponders 933 40.9%1,060 48.6%1,188 51.0%
Total Issued 2,282 2,180 2,327
Returned
Account Closures 647 39.3%653 35.9%644 33.5%
Accounts Downsizing 168 10.2%176 9.7%180 9.3%
Defective Transponders 832 50.5%988 54.4%1,101 57.2%
Total Returned 1,647 1,817 1,924
FY 2010TRANSPONDER DISTRIBUTION February-10 January-10
Average To-Date
9
. . . . . . . . .
Operational Highlights
On-road Operations
Customer Assistance Specialists (CAS) responded to 169 calls during February. The CAS team
received 83 calls to assist disabled vehicles, 37 calls to remove debris and conducted 31 assists
or traffic breaks. There were 15 accidents in the Express Lanes and 3 accidents in the general-
purpose lanes the CAS provided assistance to.
10
. . . . . . . . .
Financial Highlights
91 Express Lanes
Operating Statement
Description Actual Budget Dollar $Percent (%)
Operating revenues:
Toll revenue 23,174,261.10 21,594,693.00$ 1,579,568.10$ 7.3
Fee revenue 4,944,641.20 4,401,944.00 542,697.20 12.3
Total operating revenues 28,118,902.30 25,996,637.00 2,122,265.30 8.2
Operating expenses:
Contracted services 4,213,072.49 4,355,640.00 142,567.51 3.3
Administrative fee 1,175,154.48 1,327,480.00 152,325.52 11.5
Other professional services 392,920.24 1,102,898.00 709,977.76 64.4
Credit card processing fees 712,271.07 751,914.00 39,642.93 5.3
Toll road account servicing 309,516.57 682,650.00 373,133.43 54.7
Other insurance expense 265,679.18 499,500.00 233,820.82 46.8
Toll road maintenance supply repairs 83,299.25 351,340.00 268,040.75 76.3
Patrol services 244,257.93 333,000.00 88,742.07 26.6
Building equipment repairs and maint 357,251.42 704,628.00 347,376.58 49.3
Other services 16,951.85 121,212.00 104,260.15 86.0
Advertising fees 26,963.29 25,000.00 (1,963.29) (7.9)
Utilities 9,273.34 11,988.00 2,714.66 22.6
Office expense 54,519.66 90,160.00 35,640.34 39.5
Bad debt expense - - - N/A
Miscellaneous 186,768.51 202,780.00 16,011.49 7.9
Leases 251,809.90 274,392.00 22,582.10 8.2
Property taxes - - - N/A
Depreciation and amortization 6,042,516.50 - (6,042,516.50) N/A
Total operating expenses 14,342,225.68 10,834,582.00 (3,507,643.68) (32.4)
Operating income (loss)13,776,676.62 15,162,055.00 (1,385,378.38) (9.1)
Nonoperating revenues (expenses):
Federal assistance grants 39,547.00 - 39,547.00 N/A
Interest income 797,781.75 279,900.00 517,881.75 185.0
Interest expense (8,855,254.56) (6,949,598.00) (1,905,656.56) (27.4)
Other 52,086.37 2,764.00 49,322.37 (1,784.5)
Total nonoperating revenues (expenses)(7,965,839.44) (6,666,934.00) (1,298,905.44) (19.5)
Transfers in - - - N/A
Transfers out (901,621.01) - (901,621.01) N/A
Net income (loss)4,909,216.17$ 8,495,121.00$ (3,585,904.83)$ (42.2)
¹Actual amounts are accounted for on the accrual basis of accounting in an enterprise fund. Budget amounts are
accounted for on a modified accrual basis of accounting.
²Miscellaneous expenses include: Bond Insurance Costs, Bank Service Charge, Transponder Materials.
³Depreciation and amortization are not budgeted items.
YTD as of February 28, 2010 YTD Variance
Capital Asset Activity
During the eight months ending February 28, 2010, capital asset activities included approximately
$326,048 for the purchase of transponders, $50,212 for buildings and improvements, and
$162,547 for the purchase of computer and support equipment.
91 Express Lanes Monthly Reports
Attachment E
ATTACHMENT E
Orange County Transportation Authority
SSttaattuuss RReeppoorrtt
MMaarrcchh 22001100
As of March 31, 2010
2
. . . . . . . . .
Operations Overview
Traffic and Revenue Statistics
Total traffic volume on the 91 Express Lanes for March 2010 was 1,154,299. This represents a
daily average of 37,235. This is a 10.4% increase in total traffic volume from the same period last
year when traffic levels totaled 1,045,387. Potential toll revenue for the month was $3,528,128
which represents an increase of 11.7% from the prior year’s total of $3,158,085. Carpool
percentage for the month was 21.58% as compared to the previous year’s rate of 21.97%.
Average revenue per trip is $3.06 or 4.8% higher than projected by Stantec.
Month-to-date traffic and revenue data are summarized in the table below. The following trip and
revenue statistics tables represent all trips taken on the 91 Express Lanes and associated
potential revenue for the month of March 2010.
Current Month-to-Date (MTD) as of March 31, 2010
(2009 data is for the corresponding month in that fiscal year)
Trips
Mar-10
MTD
Actual
Stantec
MTD
Projected
#
Variance
%
Variance
Mar-09
MTD
Actual
Yr-to-Yr
%
Variance
Full Toll Lanes 905,247 818,400 86,847 10.6%815,740 11.0%
3+ Lanes 249,052 232,500 16,552 7.1%229,647 8.4%
Total Gross Trips 1,154,299 1,050,900 103,399 9.8%1,045,387 10.4%
Revenue
Full Toll Lanes $3,433,572 $2,966,976 $466,596 15.7%$3,075,774 11.6%
3+ Lanes $94,556 $100,529 ($5,972)(5.9%)$82,311 14.9%
Total Gross Revenue $3,528,128 $3,067,504 $460,624 15.0%$3,158,085 11.7%
Average Revenue per Trip
Average Full Toll Lanes $3.79 $3.63 $0.16 4.4%$3.77 0.5%
Average 3+ Lanes $0.38 $0.43 ($0.05)(11.6%)$0.36 5.6%
Average Gross Revenue $3.06 $2.92 $0.14 4.8%$3.02 1.3%
3
. . . . . . . . .
The 2010 fiscal year-to-date (YTD) traffic volume is 5.4% higher than the same period last year.
The 2010 fiscal year-to-date revenue is 4.9% higher than for the same period last year. Year-to-
date average revenue per-trip is $3.00 or 3.1% higher than projected by Stantec.
Fiscal year-to-date traffic and revenue data are summarized in the table below. The following trip
and revenue statistics tables represent all trips taken on the 91 Express Lanes and associated
potential revenue for the months of July 2009 through March 2010.
Fiscal Year (FY) 2010 to Date as of March 31, 2010
(FY 2010 data is for the period July 1, 2009 through March 31, 2010; FY 2009 data is for the corresponding period in
that fiscal year.)
Trips
FY 2010
YTD
Actual
Stantec
YTD
Projected
#
Variance
%
Variance
FY 2009
YTD
Actual
Yr-to-Yr
%
Variance
Full Toll Lanes 7,174,043 7,053,759 120,284 1.7%6,826,647 5.1%
3+ Lanes 2,165,595 2,028,243 137,352 6.8%2,030,890 6.6%
Total Gross Trips 9,339,638 9,082,002 257,636 2.8%8,857,537 5.4%
Revenue
Full Toll Lanes $27,271,305 $25,553,792 $1,717,513 6.7%$25,988,318 4.9%
3+ Lanes $730,979 $870,929 ($139,949)(16.1%)$695,704 5.1%
Total Gross Revenue $28,002,285 $26,424,721 $1,577,564 6.0%$26,684,022 4.9%
Average Revenue per Trip
Average Full Toll Lanes $3.80 $3.62 $0.18 5.0%$3.81 (0.3%)
Average 3+ Lanes $0.34 $0.43 ($0.09)(20.9%)$0.34 0.0%
Average Gross Revenue $3.00 $2.91 $0.09 3.1%$3.01 (0.3%)
4
. . . . . . . . .
Traffic and Revenue Summary
The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for
Fiscal Year 2010 on a monthly basis.
824,796 791,498 785,555 806,440 733,253 802,149 749,772 775,333
905,247
272,474 256,496 229,141 227,472
233,630
255,510
223,346 218,474
249,052
175,000
350,000
525,000
700,000
875,000
1,050,000
1,225,000
1,400,000
Jul -09 Aug -09 Sep -09 Oct-09 Nov -09 Dec-09 Jan -10 Feb-10 Mar-10 Apr-10 May-10 Jun -10
Vo
l
u
m
e
Month
Fiscal Year 2010 Traffic Volume Overview
3+ Lanes Full Toll Lanes
The chart below reflects the gross potential revenue breakdown between Full Toll trips and
HOV3+ trips for Fiscal Year 2010 on a monthly basis.
3,146,095
2,950,074 3,031,035 3,083,332
2,779,674
3,031,350
2,857,793 2,958,381
3,433,572
87,763
79,035
79,814 79,227
66,291
85,828
77,972
80,492
94,556
$2,500,000
$2,650,000
$2,800,000
$2,950,000
$3,100,000
$3,250,000
$3,400,000
$3,550,000
$3,700,000
Jul -09 Aug -09 Sep -09 Oct-09 Nov-09 Dec -09 Jan -10 Feb-10 Mar-10 Apr-10 May-10 Jun -10
Re
v
e
n
u
e
Month
Fiscal Year 2010 Revenue Summary
Full Toll Lanes 3+ Lanes
5
. . . . . . . . .
Fifty-eight times during the month of March 2010, peak hour eastbound traffic reached or
exceeded 90% or more of defined capacity. As demonstrated on the next chart, westbound peak
hour traffic volumes top out at 74% of defined capacity.
EASTBOUND PEAK-HOUR VOLUMES
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 233 1,731 51%$4.05 233 1,882 55%$4.05 268 1,964 58%$4.15 276 2,135 63%$3.60 397 2,983 88%
1500 - 1600 $4.35 512 2,814 83%$3.70 518 2,977 88%$4.95 550 2,972 87%$5.90 501 3,058 90%$9.50 633 3,035 89%
1600 - 1700 $5.55 507 3,030 89%$7.75 511 3,038 89%$8.25 529 3,001 88%$9.90 529 3,120 92%$9.30 502 3,025 89%
1700 - 1800 $5.35 529 3,121 92%$7.25 535 3,148 93%$7.75 510 3,076 90%$9.05 550 3,153 93%$7.25 557 3,107 91%
1800 - 1900 $4.35 552 2,791 82%$4.10 556 2,945 87%$3.60 596 3,184 94%$4.90 604 3,175 93%$5.25 679 3,151 93%
1900 - 2000 $3.10 325 1,481 44%$3.10 393 1,782 52%$3.10 365 1,830 54%$4.45 424 2,088 61%$4.90 457 2,150 63%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 255 1,713 50%$4.05 236 1,776 52%$4.05 233 1,911 56%$4.15 299 2,273 67%$3.60 437 3,116 92%
1500 - 1600 $4.35 530 2,881 85%$3.70 526 3,058 90%$4.95 543 3,185 94%$5.90 532 3,233 95%$9.50 650 3,243 95%
1600 - 1700 $5.55 455 2,538 75%$7.75 527 3,159 93%$8.25 569 3,154 93%$9.90 587 3,147 93%$9.30 556 3,058 90%
1700 - 1800 $5.35 490 3,116 92%$7.25 505 3,089 91%$7.75 545 3,237 95%$9.05 552 3,383 100%$7.25 532 3,313 97%
1800 - 1900 $4.35 455 2,233 66%$4.10 589 2,959 87%$3.60 577 3,042 89%$4.90 624 3,218 95%$5.25 628 2,982 88%
1900 - 2000 $3.10 468 2,569 76%$3.10 355 1,868 55%$3.10 396 1,805 53%$4.45 407 2,087 61%$4.90 502 2,024 60%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 235 1,712 50%$4.05 267 1,916 56%$4.05 267 1,842 54%$4.15 294 2,305 68%$3.60 430 3,209 94%
1500 - 1600 $4.35 564 2,896 85%$3.70 531 3,024 89%$4.95 459 2,601 77%$5.90 565 3,137 92%$9.50 648 3,148 93%
1600 - 1700 $5.55 515 3,078 91%$7.75 519 3,124 92%$8.25 548 2,930 86%$9.90 543 3,050 90%$9.30 556 3,046 90%
1700 - 1800 $5.35 488 3,112 92%$7.25 497 2,947 87%$7.75 533 3,153 93%$9.05 553 3,061 90%$7.25 579 3,229 95%
1800 - 1900 $4.35 546 2,832 83%$4.10 594 3,095 91%$3.60 588 3,299 97%$4.90 509 2,953 87%$5.25 624 3,093 91%
1900 - 2000 $3.10 288 1,586 47%$3.10 409 2,040 60%$3.10 415 2,171 64%$4.45 460 2,673 79%$4.90 454 2,032 60%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 255 1,775 52%$4.05 261 1,972 58%$4.05 287 1,972 58%$4.15 296 2,162 64%$3.60 453 3,116 92%
1500 - 1600 $4.35 546 2,954 87%$3.70 535 2,890 85%$4.95 563 3,129 92%$5.90 514 2,959 87%$9.50 657 3,251 96%
1600 - 1700 $5.55 562 3,143 92%$7.75 577 3,023 89%$8.25 555 3,059 90%$9.90 571 3,105 91%$9.30 582 3,128 92%
1700 - 1800 $5.35 523 3,387 100%$7.25 524 3,238 95%$7.75 568 3,234 95%$9.05 491 2,681 79%$7.25 561 3,185 94%
1800 - 1900 $4.35 541 2,665 78%$4.10 630 3,067 90%$3.60 581 3,158 93%$4.90 601 3,202 94%$5.25 566 2,730 80%
1900 - 2000 $3.10 302 1,495 44%$3.10 376 1,848 54%$3.10 411 1,874 55%$4.45 495 2,635 78%$4.90 478 2,042 60%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 262 1,728 51%$4.05 308 1,864 55%$4.05 315 1,948 57%
1500 - 1600 $4.35 557 2,903 85%$3.70 563 3,043 90%$4.95 511 3,087 91%
1600 - 1700 $5.55 561 2,992 88%$7.75 593 3,281 97%$8.25 546 3,159 93%
1700 - 1800 $5.35 476 3,110 91%$7.25 505 3,014 89%$7.75 501 3,013 89%
1800 - 1900 $4.35 504 2,801 82%$4.10 577 2,840 84%$3.60 468 2,711 80%
1900 - 2000 $3.10 323 1,474 43%$3.10 349 1,783 52%$3.10 350 1,677 49%
03/26/1003/22/10 03/23/10 03/24/10 03/25/10 Friday Tuesday Wednesday Thursday
03/19/1003/15/10 03/16/10 03/17/10 03/18/10 FridayTuesdayWednesdayThursday
03/10/10 03/11/10 FridayMonday Tuesday Wednesday Thursday 03/12/1003/08/10 03/09/10
Wednesday Thursday 03/05/1003/01/10 03/02/10 03/03/10 03/04/10 Friday
Monday 03/29/10 Tuesday 03/30/10
Monday Tuesday
Monday
Monday
Wednesday 03/31/10 Thursday 04/01/10 Friday 04/02/10
6
. . . . . . . . .
WESTBOUND PEAK-HOUR VOLUMES
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 206 500 15%$2.40 213 495 15%$2.40 218 489 14%$2.40 185 455 13%$2.40 171 420 12%
0500 - 0600 $3.95 461 1,562 46%$3.95 489 1,524 45%$3.95 485 1,569 46%$3.95 475 1,544 45%$3.80 454 1,407 41%
0600 - 0700 $4.05 559 2,383 70%$4.05 545 2,331 69%$4.05 560 2,355 69%$4.05 559 2,395 70%$3.95 526 2,036 60%
0700 - 0800 $4.50 498 2,444 72%$4.50 521 2,517 74%$4.50 507 2,445 72%$4.50 473 2,438 72%$4.35 458 2,021 59%
0800 - 0900 $4.05 249 2,023 60%$4.05 215 1,802 53%$4.05 227 1,804 53%$4.05 239 1,939 57%$3.95 219 1,359 40%
0900 - 1000 $3.25 188 1,420 42%$3.25 183 1,335 39%$3.25 166 1,218 36%$3.25 175 1,410 41%$3.25 230 1,611 47%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 190 498 15%$2.40 203 459 14%$2.40 200 461 14%$2.40 211 481 14%$2.40 169 404 12%
0500 - 0600 $3.95 452 1,533 45%$3.95 479 1,547 46%$3.95 517 1,620 48%$3.95 489 1,583 47%$3.80 457 1,443 42%
0600 - 0700 $4.05 475 2,065 61%$4.05 535 2,368 70%$4.05 542 2,382 70%$4.05 568 2,330 69%$3.95 526 2,194 65%
0700 - 0800 $4.50 525 2,385 70%$4.50 478 2,461 72%$4.50 493 2,418 71%$4.50 489 2,440 72%$4.35 464 2,006 59%
0800 - 0900 $4.05 252 2,038 60%$4.05 247 1,943 57%$4.05 223 1,846 54%$4.05 248 1,997 59%$3.95 250 1,496 44%
0900 - 1000 $3.25 220 1,672 49%$3.25 155 1,470 43%$3.25 173 1,265 37%$3.25 167 1,372 40%$3.25 239 1,396 41%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 209 475 14%$2.40 225 512 15%$2.40 213 482 14%$2.40 212 498 15%$2.40 176 416 12%
0500 - 0600 $3.95 480 1,560 46%$3.95 489 1,546 45%$3.95 491 1,566 46%$3.95 490 1,523 45%$3.80 466 1,427 42%
0600 - 0700 $4.05 512 2,180 64%$4.05 572 2,313 68%$4.05 562 2,321 68%$4.05 601 2,323 68%$3.95 499 2,163 64%
0700 - 0800 $4.50 525 2,409 71%$4.50 511 2,507 74%$4.50 540 2,432 72%$4.50 537 2,453 72%$4.35 495 2,264 67%
0800 - 0900 $4.05 247 1,929 57%$4.05 241 1,744 51%$4.05 241 1,846 54%$4.05 237 1,906 56%$3.95 268 1,731 51%
0900 - 1000 $3.25 186 1,348 40%$3.25 179 1,338 39%$3.25 187 1,555 46%$3.25 208 1,499 44%$3.25 221 1,321 39%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 213 508 15%$2.40 226 507 15%$2.40 215 510 15%$2.40 197 462 14%$2.40 184 414 12%
0500 - 0600 $3.95 489 1,636 48%$3.95 507 1,631 48%$3.95 517 1,613 47%$3.95 481 1,472 43%$3.80 442 1,442 42%
0600 - 0700 $4.05 580 2,315 68%$4.05 595 2,344 69%$4.05 595 2,409 71%$4.05 279 853 25%$3.95 582 2,180 64%
0700 - 0800 $4.50 497 2,377 70%$4.50 491 2,421 71%$4.50 497 2,396 70%$4.50 315 1,145 34%$4.35 445 2,059 61%
0800 - 0900 $4.05 287 2,034 60%$4.05 275 1,894 56%$4.05 284 1,970 58%$4.05 461 2,220 65%$3.95 211 1,307 38%
0900 - 1000 $3.25 216 1,391 41%$3.25 264 1,602 47%$3.25 259 1,547 46%$3.25 296 2,173 64%$3.25 206 1,203 35%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 221 506 15%$2.40 225 483 14%$2.40 177 439 13%
0500 - 0600 $3.95 468 1,583 47%$3.95 521 1,687 50%$3.95 448 1,473 43%
0600 - 0700 $4.05 578 2,255 66%$4.05 585 2,311 68%$4.05 539 2,250 66%
0700 - 0800 $4.50 486 2,313 68%$4.50 488 2,372 70%$4.50 501 2,428 71%
0800 - 0900 $4.05 253 1,805 53%$4.05 281 1,785 53%$4.05 252 1,758 52%
0900 - 1000 $3.25 206 1,318 39%$3.25 196 1,484 44%$3.25 187 1,454 43%
Friday 04/02/10
Friday
03/12/10Friday
03/26/10Friday
03/19/10
Monday 03/29/10 Tuesday 03/30/10 Wednesday 03/31/10 Thursday 04/01/10
Monday Tuesday Wednesday Thursday 03/01/10 03/02/10 03/03/10
Monday Tuesday Wednesday Thursday03/08/10 03/09/10 03/10/10 03/11/10
03/05/1003/04/10
Monday Tuesday Wednesday Thursday03/15/10 03/16/10 03/17/10 Friday
03/25/10Monday Tuesday Wednesday Thursday 03/22/10 03/23/10 03/24/10
03/18/10
7
. . . . . . . . .
Customer Service and Violations Processing
Since OCTA and Cofiroute are currently working with Integrated Technology and Nortel to
develop reports from the new Nortel telephone system, the Customer Service Center phone
activity is not available. All other performance levels specified in the operating contract were well
within established standards.
Performance Measures
Mar-10
Performance
CUSTOMER SERVICE
**Call Wait Time Monthly Not to exceed 120 seconds unavailable
**Abandon Rate Monthly No more than 4.0% unavailable
Customer Satisfaction Monthly At least 75 outbound calls 74
Convert Violators to Customers Quarterly 8% or more 12%
Convert Violators to Customers Annually 10% or more 13%
VIOLATION PROCESSING
Response Time Monthly within 2 business days of receipt 1
CUSA Violation Collection Rate Quarterly 70% or more Quarterly 75%
CUSA Violation Collection Rate Annually 74% or more Annually 77%
TRAFFIC OPERATIONS
Initial & Secondary Reviews Monthly = to or less than 15 days 2
*Plate Misread Errors Monthly = to or less than 0.4% 0.1%
CAS Response Time Monthly 20 minutes per call 15
ACCOUNTING
Exceptions Monthly No more than 3 0
INFORMATION TECHNOLOGY
TollPro Uptime Monthly 99% Availability 100%
Network Uptime Monthly 99% Availability 100%
CUSA = Cofiroute USA; CAS = Customer Assistance Specialists
**Call Wait Time and Abandon Rate performance are not currently available through the Nortel phone system
* Plate Misread Error performance is accumulated over a 60-day period. Percentage reported is for January 2010
REPORTING REQUIREMENT Reporting
Period PERFORMANCE STANDARD
8
. . . . . . . . .
Transponder Distribution Status
Tags % of Total Tags % of Total
Issued
To New Accounts 1,069 41.8%991 43.4%834 34.5%
Additional Tags to Existing Accounts 421 16.5%358 15.7%382 15.8%
Replacement Transponders 1,067 41.7%933 40.9%1,200 49.7%
Total Issued 2,557 2,282 2,416
Returned
Account Closures 600 34.5%647 39.3%647 33.5%
Accounts Downsizing 177 10.2%168 10.2%183 9.5%
Defective Transponders 962 55.3%832 50.5%1,101 57.0%
Total Returned 1,739 1,647 1,931
Average To-Date
FY 2010TRANSPONDER DISTRIBUTION March-10 February-10
At the end of March 2010, the 91 Express Lanes had 113,735 active customer accounts, with
169,937 transponders assigned to those accounts.
TRANSPONDER INVENTORY STATUS Internal External Total
Available for Distribution:8,661 139 8,800
Customer-Returned Tag Classification
1. Under Warranty - will Return to Sirit:0
2. Out of Warranty - will Destroy:689
3. Not yet Classified:502
9,991
169,937
TRANSPONDERS ON-HAND:
Total Transponders On-hand:
Transponders Currently Assigned to Accounts:
March 2010
Number of Accounts by Fiscal Year
As of March 31, 2010
88,902
94,308 95,440 97,001 98,569 100,528
106,280
113,263
118,416 119,992 117,888 114,556 113,735
-
20,000
40,000
60,000
80,000
100,000
120,000
140,000
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Fiscal Year
9
. . . . . . . . .
Operational Highlights
On-road Operations
Customer Assistance Specialists (CAS) responded to 166 calls during March. The CAS team
received 76 calls to assist disabled vehicles, 40 calls to remove debris and conducted 40 assists
or traffic breaks. There were 5 accidents in the Express Lanes and 5 accidents in the general-
purpose lanes the CAS provided assistance to.
Project Update
An agreement with Sirit Inc. (Sirit) was executed in March 2010 for the upgrade of the 91 Express
Lanes’ Electronic Toll and Traffic Management system. Much of the computing hardware and
vehicle identification equipment are at the end of their useful lives and require upgrades to
various components of the aging system. During the month, the project kick-off meeting was
held with staff, Cofiroute, and Sirit to discuss the functional requirements of the system. It is
estimated this project should be completed by the end of the calendar year.
10
. . . . . . . . .
Financial Highlights
91 Express Lanes
Operating Statement
Description Actual Budget Dollar $Percent (%)
Operating revenues:
Toll revenue 26,460,874.02 24,726,254.00$ 1,734,620.02$ 7.0
Fee revenue 5,658,925.82 5,055,351.00 603,574.82 11.9
Total operating revenues 32,119,799.84 29,781,605.00 2,338,194.84 7.9
Operating expenses:
Contracted services 4,744,684.26 4,905,000.00 160,315.74 3.3
Administrative fee 1,322,048.79 1,493,415.00 171,366.21 11.5
Other professional services 438,122.12 1,377,548.00 939,425.88 68.2
Credit card processing fees 819,839.54 846,750.00 26,910.46 3.2
Toll road account servicing 382,747.04 768,750.00 386,002.96 50.2
Other insurance expense 294,486.45 562,500.00 268,013.55 47.6
Toll road maintenance supply repairs 93,736.40 405,000.00 311,263.60 76.9
Patrol services 272,099.91 375,000.00 102,900.09 27.4
Building equipment repairs and maint 383,869.74 793,500.00 409,630.26 51.6
Other services 18,656.94 136,500.00 117,843.06 86.3
Advertising fees 26,963.29 25,000.00 (1,963.29) (7.9)
Utilities 10,328.62 13,500.00 3,171.38 23.5
Office expense 59,079.33 101,625.00 42,545.67 41.9
Bad debt expense - - - N/A
Miscellaneous 174,776.78 230,344.00 55,567.22 24.1
Leases 288,122.37 309,000.00 20,877.63 6.8
Property taxes - - - N/A
Depreciation and amortization 6,799,564.97 - (6,799,564.97) N/A
Total operating expenses 16,129,126.55 12,343,432.00 (3,785,694.55) (30.7)
Operating income (loss)15,990,673.29 17,438,173.00 (1,447,499.71) (8.3)
Nonoperating revenues (expenses):
Federal assistance grants 39,547.00 - 39,547.00 N/A
Interest income 934,013.64 307,378.00 626,635.64 203.9
Interest expense (9,968,491.16) (7,826,124.00) (2,142,367.16) (27.4)
Other 52,086.37 3,060.00 49,026.37 (1,602.2)
Total nonoperating revenues (expenses)(8,942,844.15) (7,515,686.00) (1,427,158.15) (19.0)
Transfers in - - - N/A
Transfers out (1,283,227.88) - (1,283,227.88) N/A
Net income (loss)5,764,601.26 9,922,487.00 (4,157,885.74)$ (41.9)
¹Actual amounts are accounted for on the accrual basis of accounting in an enterprise fund. Budget amounts are
accounted for on a modified accrual basis of accounting.
²Miscellaneous expenses include: Bond Insurance Costs, Bank Service Charge, Transponder Materials.
³Depreciation and amortization are not budgeted items.
YTD as of March 31, 2010 YTD Variance
Capital Asset Activity
During the nine months ending March 31, 2010, capital asset activities included approximately
$434,253 for the purchase of transponders, $61,012 for buildings and improvements, and
$231,464 for the purchase of computer and support equipment.
91 Express Lanes Monthly Reports
Attachment F
ATTACHMENT F
Orange County Transportation Authority
SSttaattuuss RReeppoorrtt
AApprriill 22001100
As of April 30, 2010
2
. . . . . . . . .
Operations Overview
Traffic and Revenue Statistics
Total traffic volume on the 91 Express Lanes for April 2010 was 1,142,020. This represents a
daily average of 38,067. This is a 7.7% increase in total traffic volume from the same period last
year when traffic levels totaled 1,060,485. Potential toll revenue for the month was $3,452,840
which represents an increase of 8.4% from the prior year’s total of $3,184,736. Carpool
percentage for the month was 22.64% as compared to the previous year’s rate of 22.61%.
Average revenue per trip is $3.02 or 3.4% higher than projected by Stantec.
Month-to-date traffic and revenue data are summarized in the table below. The following trip and
revenue statistics tables represent all trips taken on the 91 Express Lanes and associated
potential revenue for the month of April 2010.
Current Month-to-Date (MTD) as of April 30, 2010
(2009 data is for the corresponding month in that fiscal year)
Trips
Apr-10
MTD
Actual
Stantec
MTD
Projected
#
Variance
%
Variance
Apr-09
MTD
Actual
Yr-to-Yr
%
Variance
Full Toll Lanes 883,436 794,185 89,251 11.2%820,662 7.6%
3+ Lanes 258,584 225,586 32,998 14.6%239,823 7.8%
Total Gross Trips 1,142,020 1,019,771 122,249 12.0%1,060,485 7.7%
Revenue
Full Toll Lanes $3,363,258 $2,878,928 $484,330 16.8%$3,103,166 8.4%
3+ Lanes $89,582 $97,714 ($8,132)(8.3%)$81,570 9.8%
Total Gross Revenue $3,452,840 $2,976,642 $476,198 16.0%$3,184,736 8.4%
Average Revenue per Trip
Average Full Toll Lanes $3.81 $3.63 $0.18 5.0%$3.78 0.8%
Average 3+ Lanes $0.35 $0.43 ($0.08)(18.6%)$0.34 2.9%
Average Revenue Per Trip $3.02 $2.92 $0.10 3.4%$3.00 0.7%
3
. . . . . . . . .
The 2010 fiscal year-to-date (YTD) traffic volume is 5.7% higher than the same period last year.
The 2010 fiscal year-to-date revenue is 5.3% higher than for the same period last year. Year-to-
date average revenue per-trip is $3.00 or 3.1% higher than projected by Stantec.
Fiscal year-to-date traffic and revenue data are summarized in the table below. The following trip
and revenue statistics tables represent all trips taken on the 91 Express Lanes and associated
potential revenue for the months of July 2009 through April 2010.
Fiscal Year (FY) 2010 to Date as of April 30, 2010
(FY 2010 data is for the period July 1, 2009 through April 30, 2010; FY 2009 data is for the corresponding period in that
fiscal year.)
Trips
FY 2010
YTD
Actual
Stantec
YTD
Projected
#
Variance
%
Variance
FY 2009
YTD
Actual
Yr-to-Yr
%
Variance
Full Toll Lanes 8,057,479 7,847,944 209,535 2.7%7,647,309 5.4%
3+ Lanes 2,424,179 2,253,829 170,350 7.6%2,270,713 6.8%
Total Trips 10,481,658 10,101,773 379,885 3.8%9,918,022 5.7%
Full Toll Lanes $30,634,563 $28,432,720 $2,201,843 7.7%$29,091,484 5.3%
3+ Lanes $820,562 $968,643 ($148,081)(15.3%)$777,274 5.6%
Total Revenue $31,455,124 $29,401,363 $2,053,762 7.0%$29,868,758 5.3%
Full Toll Lanes $3.80 $3.62 $0.18 5.0%$3.80 0.0%
3+ Lanes $0.34 $0.43 ($0.09)(20.9%)$0.34 0.0%
Revenue Per Trip $3.00 $2.91 $0.09 3.1%$3.01 (0.3%)
4
. . . . . . . . .
Traffic and Revenue Summary
The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for
Fiscal Year 2010 on a monthly basis.
824,796 791,498 785,555 806,440 733,253 802,149 749,772 775,333
905,247 883,436
272,474 256,496 229,141 227,472
233,630
255,510
223,346 218,474
249,052 258,584
175,000
350,000
525,000
700,000
875,000
1,050,000
1,225,000
1,400,000
Jul -09 Aug -09 Sep -09 Oct-09 Nov-09 Dec -09 Jan -10 Feb-10 Mar-10 Apr-10 May-10 Jun -10
Vo
l
u
m
e
Month
Fiscal Year 2010 Traffic Volume Overview
3+ Lanes Full Toll Lanes
The chart below reflects the gross potential revenue breakdown between Full Toll trips and
HOV3+ trips for Fiscal Year 2010 on a monthly basis.
3,146,095
2,950,074 3,031,035 3,083,332
2,779,674
3,031,350
2,857,793 2,958,381
3,433,572 3,363,258
87,763
79,035
79,814 79,227
66,291
85,828
77,972
80,492
94,556
89,582
$2,500,000
$2,650,000
$2,800,000
$2,950,000
$3,100,000
$3,250,000
$3,400,000
$3,550,000
$3,700,000
Jul-09 Aug -09 Sep -09 Oct-09 Nov -09 Dec-09 Jan -10 Feb-10 Mar-10 Apr-10 May-10 Jun -10
Re
v
e
n
u
e
Month
Fiscal Year 2010 Revenue Summary
Full Toll Lanes 3+ Lanes
5
. . . . . . . . .
Thirty-eight times during the month of April 2010, peak hour eastbound traffic reached or
exceeded 90% or more of defined capacity. As demonstrated on the next chart, westbound peak
hour traffic volumes top out at 73% of defined capacity.
EASTBOUND PEAK-HOUR VOLUMES
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.15 310 2,232 66%$3.60 507 3,143 92%
1500 - 1600 $5.90 543 3,069 90%$10.25 594 2,829 83%
1600 - 1700 $9.90 516 3,109 91%$9.30 552 2,819 83%
1700 - 1800 $9.05 323 1,644 48%$7.25 425 2,354 69%
1800 - 1900 $4.90 587 3,125 92%$5.25 425 1,912 56%
1900 - 2000 $4.45 448 2,257 66%$4.90 396 1,383 41%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 285 1,668 49%$4.05 315 2,389 70%$4.05 386 2,140 63%$4.15 379 2,384 70%$3.60 489 2,950 87%
1500 - 1600 $4.35 430 2,557 75%$3.70 570 3,261 96%$4.95 621 3,039 89%$5.90 597 3,174 93%$10.25 657 3,081 91%
1600 - 1700 $5.55 461 2,723 80%$7.75 532 3,173 93%$8.25 584 3,058 90%$9.90 614 3,136 92%$9.30 573 3,226 95%
1700 - 1800 $5.35 427 2,564 75%$7.25 529 3,146 93%$7.75 534 3,151 93%$9.05 555 3,092 91%$7.25 538 2,970 87%
1800 - 1900 $4.35 418 2,068 61%$4.10 493 2,561 75%$3.60 566 2,952 87%$4.90 545 2,849 84%$5.25 464 2,795 82%
1900 - 2000 $3.10 266 1,141 34%$3.10 396 1,993 59%$3.10 474 2,397 71%$4.45 482 2,384 70%$4.90 425 1,877 55%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 114 779 23%$4.05 256 1,911 56%$4.05 277 2,005 59%$4.15 321 2,321 68%$3.60 386 3,099 91%
1500 - 1600 $4.35 411 2,355 69%$3.70 571 3,077 91%$4.95 559 3,111 92%$5.90 359 2,216 65%$10.25 666 3,265 96%
1600 - 1700 $5.55 428 2,773 82%$7.75 520 3,071 90%$8.25 513 2,915 86%$9.90 574 3,094 91%$9.30 530 3,135 92%
1700 - 1800 $5.35 457 2,836 83%$7.25 496 3,022 89%$7.75 549 3,090 91%$9.05 529 2,975 88%$7.25 454 2,846 84%
1800 - 1900 $4.35 421 2,229 66%$4.10 486 2,736 80%$3.60 565 3,093 91%$4.90 583 3,166 93%$5.25 581 2,845 84%
1900 - 2000 $3.10 249 1,290 38%$3.10 330 1,885 55%$3.10 362 1,887 56%$4.45 437 2,343 69%$4.90 436 1,921 57%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 243 1,814 53%$4.05 274 2,153 63%$4.05 245 2,037 60%$4.15 286 2,228 66%$3.60 379 2,939 86%
1500 - 1600 $4.35 522 2,922 86%$3.70 485 2,934 86%$4.95 523 2,997 88%$5.90 519 3,092 91%$10.25 628 3,106 91%
1600 - 1700 $5.55 504 3,101 91%$7.75 517 2,798 82%$8.25 504 3,070 90%$9.90 542 3,042 89%$9.30 538 3,040 89%
1700 - 1800 $5.35 491 2,817 83%$7.25 537 2,851 84%$7.75 512 2,842 84%$9.05 532 3,222 95%$7.25 524 3,095 91%
1800 - 1900 $4.35 462 2,401 71%$4.10 548 2,933 86%$3.60 439 2,635 78%$4.90 486 2,613 77%$5.25 534 2,769 81%
1900 - 2000 $3.10 341 1,509 44%$3.10 393 2,477 73%$3.10 327 1,535 45%$4.45 318 1,687 50%$4.90 403 1,936 57%
PM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
1400 - 1500 $4.05 241 1,819 54%$4.05 263 1,926 57%$4.05 231 1,871 55%$4.15 281 2,221 65%$3.60 368 2,917 86%
1500 - 1600 $4.35 463 2,725 80%$3.70 546 3,157 93%$4.95 498 2,964 87%$5.90 533 3,063 90%$10.25 668 3,269 96%
1600 - 1700 $5.55 563 3,122 92%$7.75 472 2,833 83%$8.25 544 3,059 90%$9.90 504 3,000 88%$9.30 543 3,033 89%
1700 - 1800 $5.35 507 2,879 85%$7.25 536 3,214 95%$7.75 501 2,985 88%$9.05 516 3,115 92%$7.25 571 3,254 96%
1800 - 1900 $4.35 488 2,566 75%$4.10 522 2,861 84%$3.60 468 2,643 78%$4.90 594 3,005 88%$5.25 501 2,639 78%
1900 - 2000 $3.10 333 1,588 47%$3.10 318 1,559 46%$3.10 416 1,878 55%$4.45 354 1,859 55%$4.90 389 1,840 54%
Friday 04/30/10Wednesday 04/28/10 Thursday 04/29/10Monday 04/26/10 Tuesday 04/27/10
Monday Tuesday Wednesday Thursday 04/02/1003/29/10 03/30/10 03/31/10 04/01/10 Friday
04/09/1004/05/10 04/06/10 04/07/10 04/08/10 FridayMonday Tuesday Wednesday Thursday
04/16/1004/12/10 04/13/10 04/14/10 04/15/10 FridayMonday Tuesday Wednesday Thursday
04/23/1004/19/10 04/20/10 04/21/10 04/22/10 Friday Monday Tuesday Wednesday Thursday
6
. . . . . . . . .
WESTBOUND PEAK-HOUR VOLUMES
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 179 436 13%$2.40 144 371 11%
0500 - 0600 $3.95 457 1,526 45%$3.80 385 1,253 37%
0600 - 0700 $4.05 546 2,267 67%$3.95 382 1,552 46%
0700 - 0800 $4.50 409 2,121 62%$4.35 306 1,434 42%
0800 - 0900 $4.05 218 1,537 45%$3.95 211 1,161 34%
0900 - 1000 $3.25 196 1,649 49%$3.25 230 1,102 32%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 158 464 14%$2.40 205 478 14%$2.40 197 473 14%$2.40 196 461 14%$2.40 168 413 12%
0500 - 0600 $3.95 414 1,511 44%$3.95 480 1,563 46%$3.95 474 1,561 46%$3.95 495 1,567 46%$3.80 434 1,439 42%
0600 - 0700 $4.05 432 2,154 63%$4.05 520 2,243 66%$4.05 537 2,267 67%$4.05 488 2,210 65%$3.95 459 1,989 59%
0700 - 0800 $4.50 328 2,150 63%$4.50 364 2,069 61%$4.50 400 2,186 64%$4.50 411 2,140 63%$4.35 336 1,640 48%
0800 - 0900 $4.05 229 1,428 42%$4.05 262 1,711 50%$4.05 299 1,723 51%$4.05 317 2,064 61%$3.95 289 1,411 42%
0900 - 1000 $3.25 198 1,268 37%$3.25 274 1,438 42%$3.25 299 1,407 41%$3.25 309 1,509 44%$3.25 255 1,184 35%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 171 570 17%$2.40 213 498 15%$2.40 204 471 14%$2.40 204 474 14%$2.40 191 435 13%
0500 - 0600 $3.95 406 1,545 45%$3.95 484 1,565 46%$3.95 528 1,667 49%$3.95 511 1,654 49%$3.80 419 1,455 43%
0600 - 0700 $4.05 548 2,395 70%$4.05 582 2,259 66%$4.05 552 2,315 68%$4.05 590 2,328 68%$3.95 519 2,100 62%
0700 - 0800 $4.50 447 2,318 68%$4.50 461 2,356 69%$4.50 489 2,435 72%$4.50 469 2,413 71%$4.35 447 2,089 61%
0800 - 0900 $4.05 201 1,634 48%$4.05 228 1,965 58%$4.05 259 1,836 54%$4.05 238 1,908 56%$3.95 237 1,507 44%
0900 - 1000 $3.25 141 1,265 37%$3.25 186 1,439 42%$3.25 194 1,365 40%$3.25 199 1,460 43%$3.25 191 1,199 35%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 182 447 13%$2.40 212 498 15%$2.40 196 450 13%$2.40 186 471 14%$2.40 171 423 12%
0500 - 0600 $3.95 472 1,745 51%$3.95 485 1,654 49%$3.95 464 1,546 45%$3.95 480 1,580 46%$3.80 410 1,349 40%
0600 - 0700 $4.05 569 2,379 70%$4.05 584 2,385 70%$4.05 549 2,294 67%$4.05 548 2,307 68%$3.95 507 2,083 61%
0700 - 0800 $4.50 519 2,438 72%$4.50 457 2,426 71%$4.50 420 2,264 67%$4.50 429 2,307 68%$4.35 469 2,010 59%
0800 - 0900 $4.05 236 1,913 56%$4.05 247 1,885 55%$4.05 211 1,739 51%$4.05 215 1,624 48%$3.95 215 1,374 40%
0900 - 1000 $3.25 173 1,417 42%$3.25 154 1,280 38%$3.25 136 1,309 39%$3.25 152 1,219 36%$3.25 191 1,222 36%
AM Time Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.Price HOV Vol. Cap.
0400 - 0500 $2.40 196 502 15%$2.40 221 491 14%$2.40 186 573 17%$2.40 193 455 13%$2.40 184 416 12%
0500 - 0600 $3.95 454 1,600 47%$3.95 464 1,611 47%$3.95 487 1,618 48%$3.95 480 1,633 48%$3.80 433 1,417 42%
0600 - 0700 $4.05 493 2,083 61%$4.05 597 2,420 71%$4.05 522 2,285 67%$4.05 564 2,293 67%$3.95 533 2,051 60%
0700 - 0800 $4.50 525 2,395 70%$4.50 500 2,396 70%$4.50 507 2,495 73%$4.50 492 2,424 71%$4.35 440 1,993 59%
0800 - 0900 $4.05 289 2,119 62%$4.05 231 1,820 54%$4.05 264 2,040 60%$4.05 211 1,731 51%$3.95 187 1,163 34%
0900 - 1000 $3.25 217 1,583 47%$3.25 173 1,409 41%$3.25 174 1,478 43%$3.25 158 1,529 45%$3.25 161 995 29%
Friday 04/30/10
Friday
04/09/10Friday
04/23/10Friday
04/16/10
Monday 04/26/10 Tuesday 04/27/10 Wednesday 04/28/10 Thursday 04/29/10
Monday Tuesday Wednesday Thursday 03/29/10 03/30/10 03/31/10
Monday Tuesday Wednesday Thursday04/05/10 04/06/10 04/07/10 04/08/10
04/02/1004/01/10
Monday Tuesday Wednesday Thursday04/12/10 04/13/10 04/14/10 Friday
04/22/10Monday Tuesday Wednesday Thursday 04/19/10 04/20/10 04/21/10
04/15/10
7
. . . . . . . . .
Customer Service and Violations Processing
Since OCTA and Cofiroute are currently working with Integrated Technology and Nortel to
develop reports from the new Nortel telephone system, the Customer Service Center phone
activity is not available. All other performance levels specified in the operating contract were well
within established standards.
Performance Measures
Apr-10
Performance
CUSTOMER SERVICE
**Call Wait Time Monthly Not to exceed 120 seconds unavailable
**Abandon Rate Monthly No more than 4.0% unavailable
Customer Satisfaction Monthly At least 75 outbound calls 75
Convert Violators to Customers Quarterly 8% or more 12%
Convert Violators to Customers Annually 10% or more 13%
VIOLATION PROCESSING
Response Time Monthly within 2 business days of receipt 1
CUSA Violation Collection Rate Quarterly 70% or more Quarterly 75%
CUSA Violation Collection Rate Annually 74% or more Annually 77%
TRAFFIC OPERATIONS
Initial & Secondary Reviews Monthly = to or less than 15 days 2
*Plate Misread Errors Monthly = to or less than 0.4% 0.1%
CAS Response Time Monthly 20 minutes per call 13
ACCOUNTING
Exceptions Monthly No more than 3 0
INFORMATION TECHNOLOGY
TollPro Uptime Monthly 99% Availability 100%
Network Uptime Monthly 99% Availability 100%
CUSA = Cofiroute USA; CAS = Customer Assistance Specialists
**Call Wait Time and Abandon Rate performance are not currently available through the Nortel phone system
* Plate Misread Error performance is accumulated over a 60-day period. Percentage reported is for February 2010
REPORTING REQUIREMENT Reporting
Period PERFORMANCE STANDARD
8
. . . . . . . . .
Transponder Distribution Status
Tags % of Total Tags % of Total
Issued
To New Accounts 1,093 42.2%1,069 41.8%836 35.2%
Additional Tags to Existing Accounts 397 15.3%421 16.5%374 15.7%
Replacement Transponders 1,101 42.5%1,067 41.7%1,167 49.1%
Total Issued 2,591 2,557 2,377
Returned
Account Closures 565 31.9%600 34.5%632 33.4%
Accounts Downsizing 201 11.4%177 10.2%182 9.6%
Defective Transponders 1,003 56.7%962 55.3%1,077 57.0%
Total Returned 1,769 1,739 1,890
March-10
Average To-Date
FY 2010TRANSPONDER DISTRIBUTION April-10
At the end of April 2010, the 91 Express Lanes had 114,055 active customer accounts, with
170,284 transponders assigned to those accounts.
TRANSPONDER INVENTORY STATUS Internal External Total
Available for Distribution:11,325 121 11,446
Customer-Returned Tag Classification
1. Under Warranty - will Return to Sirit:0
2. Out of Warranty - will Destroy:2,017
3. Not yet Classified:686
14,149
170,284
TRANSPONDERS ON-HAND:
Total Transponders On-hand:
Transponders Currently Assigned to Accounts:
April 2010
Number of Accounts by Fiscal Year
As of April 30, 2010
88,902
94,308 95,440 97,001 98,569 100,528
106,280
113,263
118,416 119,992 117,888 114,556 114,055
-
20,000
40,000
60,000
80,000
100,000
120,000
140,000
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Fiscal Year
9
. . . . . . . . .
Operational Highlights
On-road Operations
Customer Assistance Specialists (CAS) responded to 186 calls during April. The CAS team
received 94 calls to assist disabled vehicles, 38 calls to remove debris and conducted 40 assists
or traffic breaks. The CAS provided assistance to 13 accidents in the Express Lanes and 1
accident in the general-purpose lanes.
Project Update
An agreement with Sirit Inc. (Sirit) was executed in March 2010 for the upgrade of the 91 Express
Lanes’ Electronic Toll and Traffic Management system. Much of the computing hardware and
vehicle identification equipment are at the end of their useful lives and require upgrades to
various components of the aging system. During the month of April, the Sirit team began the
development of the detail design documentation. A meeting is planned to be held with the project
team in May to review and to discuss the design documentation. It is estimated this project
should be completed by the end of the calendar year.
10
. . . . . . . . .
Financial Highlights
91 Express Lanes
Operating Statement
Description Actual Budget Dollar $Percent (%)
Operating revenues:
Toll revenue 29,693,082.77 27,648,965.00$ 2,044,117.77$ 7.4
Fee revenue 6,321,475.91 5,713,624.00 607,851.91 10.6
Total operating revenues 36,014,558.68 33,362,589.00 2,651,969.68 7.9
Operating expenses:
Contracted services 5,274,399.76 5,447,820.00 173,420.24 3.2
Administrative fee 1,468,943.10 1,659,350.00 190,406.90 11.5
Other professional services 458,924.98 1,497,279.00 1,038,354.02 69.3
Credit card processing fees 916,369.28 940,457.00 24,087.72 2.6
Toll road account servicing 441,643.26 853,825.00 412,181.74 48.3
Other insurance expense 323,293.72 624,750.00 301,456.28 48.3
Toll road maintenance supply repairs 101,954.69 445,670.00 343,715.31 77.1
Patrol services 300,321.41 416,500.00 116,178.59 27.9
Building equipment repairs and maint 430,825.36 881,314.00 450,488.64 51.1
Other services 20,362.03 151,606.00 131,243.97 86.6
Advertising fees 26,963.29 25,000.00 (1,963.29) (7.9)
Utilities 11,390.26 14,994.00 3,603.74 24.0
Office expense 59,428.55 112,830.00 53,401.45 47.3
Bad debt expense - - - N/A
Miscellaneous 188,293.73 250,786.00 62,492.27 24.9
Leases 320,140.25 343,196.00 23,055.75 6.7
Total operating expenses 10,343,253.67 13,665,377.00 3,322,123.33 24.3
Depreciation and amortization 7,556,896.55 - (7,556,896.55) N/A
Operating income (loss)18,114,408.46 19,697,212.00 (1,582,803.54) (8.0)
Nonoperating revenues (expenses):
Federal assistance grants 39,547.00 - 39,547.00 N/A
Interest income 1,082,965.15 327,304.00 755,661.15 230.9
Interest expense (11,065,710.72) (8,692,215.00) (2,373,495.72) (27.3)
Other 60,075.99 2,999.00 57,076.99 1,903.2
Total nonoperating revenues (expenses)(9,883,122.58) (8,361,912.00) (1,521,210.58) (18.2)
Transfers in - - - N/A
Transfers out (1,283,227.88) - (1,283,227.88) N/A
Net income (loss)6,948,058.00$ 11,335,300.00$ (4,387,242.00)$ (38.7)
¹Actual amounts are accounted for on the accrual basis of accounting in an enterprise fund. Budget amounts are
accounted for on a modified accrual basis of accounting.
²Miscellaneous expenses include: Bond Insurance Costs, Bank Service Charge, Transponder Materials.
³Depreciation and amortization are not budgeted items.
YTD as of April 30, 2010 YTD Variance
Capital Asset Activity
During the ten months ending April 30, 2010, capital asset activities included approximately
$541,528 for the purchase of transponders, $61,012 for buildings and improvements, and
$235,214 for the purchase of computer and support equipment.
91 Express Lanes and the Foothill Transportation Corridor (State Route 241) Connector Update
Staff Report
Orange County Transportation Authority
550 South Main Street / P.O. Box 14184 / Orange / California 92863-1584 / (714) 560-OCTA (6282)
June 4, 2010
To: State Route 91 Advisory Committee
From: Will Kempton, Chief Executive Officer
Subject: 91 Express Lanes and Foothill Transportation Corridor (State Route 241)
Connector Update
Overview
In 2009, the Orange County Transportation Authority, in cooperation with the
Transportation Corridor Agencies and the California Department of Transportation,
completed a feasibility study for a median-to-median connection between the
91 Express Lanes and the Foothill Transportation Corridor (State Route 241).
The study recommended three alternative concepts be carried forward for
further evaluation. Project development activities are continuing and next steps
are presented for review and approval.
Recommendation
Direct staff to return in July 2010 with the traffic and revenue study for the
proposed project.
Background
The Transportation Corridor Agencies (TCA) has previously completed a technical
memorandum that investigated four alignment alternatives for a high-occupancy
vehicle (HOV) lane access at the Riverside Freeway (State Route 91)/
Foothill Transportation Corridor (State Route 241) interchange. The TCA’s 1992
Environmental Impact Report/Environmental Impact Statement for the
State Route 231 toll road (later known as State Route 241 [SR-241]) also
included an analysis of the potential connection between the proposed toll road
and State Route 91 (SR-91). In addition, the SR-241/91 Express Lanes project
has been an element of the SR-91 Implementation Plan.
In 2007, the Orange County Transportation Authority (OCTA), in cooperation
with the TCA and the California Department of Transportation (Caltrans), initiated
a feasibility study to develop and evaluate concepts for a median-to-median
91 Express Lanes and Foothill Transportation
Corridor (State Route 241) Connector Update
Page 2
connection between SR-241 and the 91 Express Lanes. The study included
analysis of the need for capacity to accommodate the added traffic from the
SR-241 facility. OCTA entered into a cooperative agreement with the TCA to
fund one-half or up to $350,000 of the feasibility study. At the onset of the
feasibility study, meetings were held with the stakeholders that included staff from
OCTA, Caltrans Districts 8 and 12, the Riverside County Transportation
Commission (RCTC), TCA, and the cities of Anaheim and Corona.
Several issues were taken into consideration throughout the development of the
feasibility study. These included determining the project’s compatibility with the
ultimate build out of the SR-91 corridor, a logical terminus for the new connector
lanes, and the operations of high-occupancy toll (HOT) versus HOV lanes.
The feasibility study, completed in March 2009, recommended three alternative
concepts (AC) for further consideration. These included a two-lane connector
(one lane in each direction) for HOT/HOV operation (AC 1), a two-lane
reversible connector for HOT/HOV operation (AC 2), and a four-lane connector
(two lanes in each direction) for HOT/HOV operation (AC 3). Detailed
descriptions of each AC are included in Attachment A.
Discussion
The project is proposed as a toll-to-toll connector and it is important to
understand how the 91 Express Lanes and the TCA system would be impacted
by the project. Accordingly, OCTA is undertaking a SR-91/SR-241 traffic
and revenue study. The study will include the proposed termini of the
91 Express Lanes to the Ontario Freeway (Interstate 15) and provide information
on tolling implications to the 91 Express Lanes and SR-241. In addition, this
study is analyzing operational impacts to the 91 Express Lanes and SR-241.
This study is anticipated to be completed in summer 2010, and will help
determine the effectiveness of the project and how best to proceed in the
development phase.
On a parallel path, OCTA, TCA, and Caltrans have been working together to
better define the scope and type of project development documents necessary
to comply with environmental and design requirements for the project. These
discussions include review of existing project development and environmental
work to determine the scope of work needed to prepare the project for design
and construction. Given the extent of work conducted by the TCA for the
connector as part of the agency’s prior efforts, staff believes TCA is the likely
lead for the project report/environmental document phase of this connector.
91 Express Lanes and Foothill Transportation
Corridor (State Route 241) Connector Update
Page 3
In addition, staff is working with RCTC staff during the development of the
91 Corridor Improvement Project (CIP), which is in the environmental studies
phase. The CIP is RCTC’s extension of the 91 Express Lanes in Riverside County.
The limits of the analysis are from SR-241 to Interstate15. The project analyzes and
accommodates the additional travel lane needed for the SR-241/91 Express Lanes
connector project.
Staff presented an update on this project to the Highways Committee and
Board of Directors (Board) at the April 5 and April 12, 2010 meetings,
respectively. Below is a summary of some of the feedback from these meetings:
• How will the toll revenue from the connector be shared between the
TCA (SR-241) and OCTA (91 Express Lanes)?
• How will the project be funded?
• The implementation of this project cannot interfere with the existing and
future operations of the 91 Express Lanes.
• A higher priority should be placed on the SR-91 westbound to SR-241
southbound movement to relieve morning congestion occurring on SR-55.
• The proposed bridge connectors will affect the SR-91 mainline corridor
width.
• RCTC’s proposed tolling structure must be compatible with the
91 Express Lanes operation.
In the next several months, staff will continue work on the traffic and revenue
study and develop a cooperative agreement between OCTA and TCA to
document roles and responsibilities for the next phase of the project. Staff will
also address the issues/feedback provided by the Highways Committee and
Board at the April 2010 meetings and return with the outcome in summer 2010.
Summary
A feasibility study was completed in March 2009, that included three alternative
concepts recommended for further evaluation. A traffic and revenue study is
currently underway to determine tolling implications to the 91 Express Lanes and
SR-241. Contingent upon a favorable finding of viability from the SR-91/SR-241
traffic and revenue study (to be completed in summer 2010), OCTA will pursue
the median-to-median connection between the 91 Express Lanes and the
SR-241 in coordination with TCA and Caltrans. The proposed next logical step in
the project development process would be a combined project study
report/project report with TCA leading this effort. Staff recommends pursuing
further project development efforts after completion of the traffic and revenue
study.
91 Express Lanes and Foothill Transportation
Corridor (State Route 241) Connector Update
Page 4
Attachment
A. 91 Express Lanes/Foothill Transportation Corridor (State Route 241) -
Feasibility Study Alternative Concepts
Prepared by:
for
Approved by:
Dan Phu Kia Mortazavi
Section Manager, Project Development
(714) 560-5907
Executive Director, Development
(714) 560-5741
91 Express Lanes and the Foothill Transportation Corridor (State Route 241) Connector Update
Attachment A
ATTACHMENT A
91 Express Lanes/Foothill Transportation Corridor (State Route 241)
Feasibility Study Alternative Concepts
1
AC 1
Description
One lane connector in each direction for HOT or HOV operation. The connectors would bring
HOT/HOV traffic from the median of northbound SR-241 to the existing eastbound
91 Express Lanes, which would transition to one lane at Green River Road on SR-91.
A parallel lane that tapers back into the existing 91 Express Lanes would be needed for the
northbound SR-241 to eastbound SR-91 movement. Estimated cost $135 million -
$151 million.
Potential Benefits
• Least costly AC since this is a single lane
connector and short overall improvement
length;
• Consistent with the SR-241 environmental
document;
• Promotes carpool and transit uses; and
• One lane is likely sufficient capacity for
HOTs/HOVs.
Issues
• Minimal operations benefits.
AC 2
Description
Two-lane reversible connector for HOT/HOV. The facility would provide two lanes connecting
westbound 91 Express Lanes to southbound SR-241 in the morning peak traffic period.
In the afternoon peak traffic period, the operations would be reversed. Appropriate signing
and barriers would be needed to prevent wrong-way movements on SR-241 and the
91 Express Lanes. A variation of this concept would be a connector with three lanes and a
moveable median barrier where two lanes would operate in the direction of peak traffic and
one would operate in the direction of non-peak traffic. Estimated cost $113 million -
$127 million.
Potential Benefits
• Minimizes construction cost by providing a
single structure;
• Promotes carpool and transit uses;
• Allows for some toll revenue; and
• Focuses on bi-directional traffic operations.
Issues
• Increases Caltrans maintenance
responsibility;
• Requires complex signing and
control on 91 Express Lanes and
SR-241;
• Future directional splits may not be
as severe;
• Minimal operational benefits; and
• Potential operations issues if the
91 Express Lanes are not extended
in Riverside County.
91 Express Lanes/Foothill Transportation Corridor (State Route 241)
Feasibility Study Alternative Concepts
2
AC 3
Description
A four lane connector with two-lanes in each direction for HOT/HOV operation. Similar to the
existing 91 Express Lanes, HOVs could be given a discount/free toll during off-peak periods.
AC 3 assumes that RCTC will extend the 91 Express Lanes (two lanes in each direction)
from the Riverside/Orange County line to at least the Ontario Freeway (Interstate 15).
Connectors would bring traffic from the median of northbound SR-241 to the existing
eastbound 91 Express Lanes. A third eastbound express lane would be added from SR-241
to the Corona Expressway (State Route 71).
The extra lane would drop in the vicinity of State Route 71 (SR-71) interchange, without a
direct connection to SR-71. The reverse movement would also be accommodated
with a new third westbound express lane from SR-71 to SR-241, bringing the westbound
91 Express Lanes connector to the median of southbound SR-241. Estimated cost
$387 million - $442 million.
Potential Benefits
• Traffic operation;
• Consistent with toll use of the
91 Express Lanes, SR-241, and RCTC’s SR-91
Corridor Improvements Project;
• Focuses on critical traffic operations; and
• Toll revenue generated from new connector
provides potential benefit for carpool and transit
uses.
Issues
• Relatively high cost;
• Requires coordination with RCTC’s
Corridor Improvements Project;
• Right of way constraints; and
• SR-71 may not be the most logical
location to terminate the new third
express lane.
91 Express Lanes and the Foothill Transportation Corridor (State Route 241) Connector Update
PowerPoint
91 Express Lanes and
Foothill Transportation
Corridor (State Route 241)
Connector Update
2
Purpose of Feasibility Study
Purpose of study
}Provide connectivity between 91 Express Lanes
and SR-241
}Determine a logical termination of the addition of the
third express lane
Concept originated from TCA’s SR-241 Project
}TCA completed feasibility study in 2001
Process begin with six alternative concepts
}Narrowed down to three
Completed in March 2009
SR-241 –Foothill Transportation Corridor (State Route 241)
TCA –Transportation Corridor Agencies
3
Concepts Analyzed
Alternative Concepts (ACs)
1) Two-lane high-occupancy vehicle (HOV)/
high-occupancy toll (HOT) connector to existing
91 Express Lanes
2) Two-lane reversible HOT connector to existing
91 Express Lanes
3) Four-lane HOT connector with two lanes in each
direction to existing 91 Express Lanes
4
AC 1: Two-lane HOV/HOT Connector to
Existing 91 Express Lanes
5
AC 1: Two-lane HOV/HOT Connector
to Existing 91 Express Lanes
Pros
}Consistent with Caltrans’ HOV design standards
}Minimizes construction cost
}Consistent with SR-241 environmental document
}3+ free promotes carpool and transit
}One lane is likely sufficient capacity for HOV/HOT
Cons
}May conflict with plans to extend the toll lanes into
Riverside County
Caltrans –California Department of Transportation
6
AC 2: Two-lane Reversible HOT
Connector to Existing 91 Express Lanes
7
AC 2: Two-lane Reversible HOT
Connector to Existing 91 Express Lanes
Pros
}Minimizes construction cost
}Allows for some toll revenue
}Focuses on peak travel conditions
Cons
}Increases ongoing maintenance costs
}Requires complex signing and control on both the
91 Express Lanes and SR-241
}Future directional splits may not be as severe
}Potential operations issues if Express Lanes
extension is not built
8
AC 3: Four-lane HOT Connector to
Existing 91 Express Lanes
9
AC 3: Four-lane HOT Connector to
Existing 91 Express Lanes
Pros
}Highest capacity option
}Allows for some toll revenue
Cons
}Potential operations issues if 91 Express Lanes
extension is not built
}Higher construction cost
}Right-of-way constraints
10
Next Steps
Complete traffic and revenue study
Outline roles and responsibilities with TCA and
Caltrans
Identify and initiate next project development
phase
}Update project to reflect RCTC’s corridor
improvement, SR-91/SR-71, and
SR-91/I-15 projects
}Further development of the three ACs
SR-91 –Riverside Freeway (State Route 91)
SR-71 –Ortega Highway (State Route 71)
I-5 –Santa Ana Freeway (Interstate 5)
Draft 2010 State Route 91 Implementation Plan
Staff Report
Orange County Transportation Authority
550 South Main Street / P.O. Box 14184 / Orange / California 92863-1584 / (714) 560-OCTA (6282)
June 4, 2010
To: State Route 91 Advisory Committee
From: Will Kempton, Chief Executive Officer
Subject: Draft 2010 State Route 91 Implementation Plan
Overview
AB 1010 (Chapter 688, Statutes of 2002) and subsequently SB 1316 (Chapter 714,
Statutes of 2008) require the Orange County Transportation Authority to annually
issue a plan and proposed schedule for the Riverside Freeway (State Route 91)
improvement projects eligible for funding by potential excess toll revenue.
The Draft 2010 State Route 91 Implementation Plan is provided for review and
approval.
Recommendation
Approve the Draft 2010 State Route 91 Implementation Plan.
Background
AB 1010 requires the Oran ge County Transportation Authority (OCTA), in
consultation with the California Department of Transportation (Caltrans)
and the Riverside County Transportation Commission (RCTC), to annually
issue a plan and a proposed completion schedule for the Riverside
Freeway (State Route 91) improvements from the Ontario Freeway (Interstate 15)
to the Costa Mesa Freeway (State Route 55). On September 30, 2008,
SB 1316 was signed into law by the Governor, which enables RCTC to operate a
toll facility along the portion of the State Route 91 (SR-91) in Riverside County
by partial assignment to RCTC or by amendment to the franchise agreement
from OCTA. OCTA and RCTC staff are currently investigating which option
would best fit the needs of both agencies. The intent of the annual plan is to
establish a program of projects eligible for funding by potential excess
91 Express Lanes toll revenue. The Draft 2010 SR-91 Implementation Plan (Plan)
is attached for review and approval.
Draft 2010 State Route 91 Implementation Plan Page 2
Discussion
A major update to the Plan occurred in 2006, with Caltrans, RCTC, and
corridor cities providing input. The update focused primarily on including and
incorporating recommendations from the approved Riverside County-Orange
County Major Investment Study (MIS) into the Plan, as well as inclusion of
preliminary traffic analysis describing the general benefits of major projects.
The projects for the Plan have been updated based on the RCTC’s 10-year
Delivery Plan, the state Proposition 1B Corridor Mobility Improvement
Account (CMIA) process, and the Orange County voter-approved Measure M2
program. Further, several major projects have been advanced through the
project development process and new information has been incorporated
into the Plan. OCTA staff collaborated with Caltrans, RCTC, Transportation
Corridor Agencies, and corridor cities for the Plan update. OCTA retained an
engineering consultant for the update that included convening technical
meetings with agencies’ staff. The draft Plan, which included input from the
stakeholders, is included in Attachment A. The Plan describes projects and
transportation benefits, anticipated implementation schedules by milestone
year, and costs for major projects from now through 2030. The projects are
organized by readiness and logical sequencing; however, full funding for all
projects has not been secured.
The first set of projects is anticipated to be completed by 2013 and includes
two improvements at a total cost of approximately $149 million. The projects
include the eastbound SR-91 lane addition from the Eastern Transportation
Corridor (SR-241) to the Corona Expressway (State Route 71); and the
addition of a fifth general purpose lane in each direction of SR-91 between
State Route 55 (SR-55) and State Route 241 (SR-241). The first project is in
construction, while the second project is in final design, as noted in the project
summaries.
The second set of projects is proposed to be completed by 2015. This group
includes four projects, with a total cost of approximately $1.95 billion. The
projects include the State Route 71/SR-91 interchange improvements; the
initial SR-91 Corridor Improvement Project (CIP) from SR-241 to Pierce Street,
which will widen SR-91 by one general purpose lane in each direction east of
the county line, add collector-distributor roads, and direct south connectors at
Interstate 15 (I-15)/SR-91, extend the express lanes to I-15, and add system
interchange improvements; a westbound SR-91 lane at Tustin Avenue; and the
SR-241/SR-91 direct high-occupancy vehicle/high-occupancy toll connector.
Projects for implementation by 2023 are anticipated to cost up to $804 million.
The first two projects in this group, proposed for implementation by 2016,
Draft 2010 State Route 91 Implementation Plan Page 3
include a short-term Metrolink expansion plan and Express Bus improvements
between Orange County and Riverside County. Additional Metrolink service and
station improvements and an eastbound SR-91 lane between the
Orange Freeway (State Route 57) and SR-55 complete the group. OCTA,
Caltrans, and RCTC will be initiating preliminary planning activities to define
the scope and costs for these projects and to advance readiness when local,
state, or federal funding becomes available. Consequently, there may be
opportunities to advance these projects if additional funding is made available.
Projects for implementation post 2025 focus on longer lead time. These projects
include a proposed new interchange or overcrossing at Fairmont Boulevard;
the ultimate SR-91 CIP which includes widening SR-91 by one lane in each
direction from SR-241 to SR-71, direct north connectors at I-15/SR-91, express
lanes on I-15 and SR-91 improvements east of I-15; an elevated four-lane
facility (major investment study [MIS] corridor A) from SR-241 to the I-15;
Irvine Corona Expressway from SR-241/Laguna Freeway (State Route 133) to
I-15/Cajalco Road; and the Anaheim to Ontario International Airport high-speed
rail. These proposed projects require a significant amount of planning, public
input, design, funding, and potential changes in policy decisions. In addition,
some of these projects may require phasing which could include previously
discussed project components. Accordingly, the projects may not be
implemented as described within this project summary, but annual Plan
updates will capture the most current phasing and funding assumptions.
The Plan includes traffic analysis for major SR-91 projects. The results indicate
that improvements planned will decrease congestion and improve peak hour
travel speeds. Specifically, in the eastbound direction, average travel times
through the corridor decrease by 43 percent (from 1 hour 15 minutes in 2010
to 43 minutes in 2015) moving westbound the travel times will be about the same
as today. Westbound traffic improvements will come about when the full scale of
the Riverside County improvements for SR-91 are implemented by 2030. While
both Corridors A and B are still concepts, the introduction of potential new
corridors identified in the MIS by 2030 offer the potential for additional capacity to
manage future SR-91 demand. Further feasibility studies will determine if these
concepts move forward in the project development process.
Summary
The Orange County Transportation Authority has completed the Draft 2010
State Route 91 Implementation Plan required by AB 1010 and subsequently
SB 1316 legislation. The Draft 2010 State Route 91 Implementation Plan is
presented for Board of Directors’ review and approval. The final document will
be transmitted to appropriate members of the state legislature.
Draft 2010 State Route 91 Implementation Plan Page 4
Attachment
A. Draft 2010 State Route 91 Implementation Plan
Prepared by:
Approved by:
Alison Army Kia Mortazavi
Senior Transportation Analyst,
Project Development
(714) 560-5537
Executive Director, Development
(714) 560-5741
Draft 2010 State Route 91 Implementation Plan
Attachment A
DRAFT
ATTACHMENT A
DDDRRRAAAFFFTTT
2010 SR-91 IMPLEMENTATION PLAN i
Table of Contents
TABLE OF CONTENTS ......................................................................................................................................I
SECTION 1: 2010 STAT US REPORT AND UPDATE.........................................................................................1
SECTION 2: IMPLEMENT ATION PLAN .............................................................................................................7
BY YEAR 2013 ...................................................................................................................................................8
BY YEAR 2015 .................................................................................................................................................11
BY YEAR 2023 .................................................................................................................................................16
BY YEAR POST-2025/2030 .............................................................................................................................21
SECTION 3: COMPLETED PROJECT EXHIBITS ............................................................................................27
SECTION 4: REFERENCES.............................................................................................................................30
2010 SR-91 IMPLEMENTATION PLAN 1
SECTION 1: 2010 Status Report and Update
INTRODUCTION
Previous law authorized the California Department of
Transportation (Caltrans) to enter into franchise
agreements with private companies to construct and
operate four demonstration toll road projects in California.
This resulted in the development of the 91 Express Lanes
facility in Orange County. The four-lane, 10-mile toll road
runs along the median of the Riverside Freeway (State
Route 91) in northeast Orange County between the
Orange/Riverside County Line and the Costa Mesa
Freeway (State Route 55). Since the 91 Express Lanes
carried its first vehicle on December 27, 1995, the facility
has saved users over 32 million hours of commuting time.
While the 91 Express Lanes facility has improved travel
time along the State Route 91 (SR-91) corridor, provisions
in the franchise agreement between Caltrans and the
private franchisee, the California Private Transportation
Company (CPTC), prohibited Caltrans and county
transportation agencies from adding transportation
capacity or operational improvements to the SR-91
corridor from the Ontario Freeway (Interstate 15) in
Riverside County to the Orange/Los Angeles Counties
border through the year 2030. Consequently, the public
agencies were barred from adding new lanes, improving
interchanges, and adding other improvements to decrease
congestion on the SR-91 freeway.
Recognizing the need to eliminate the non-compete
provision of the franchise agreement, Governor Gray
Davis signed Assembly Bill 1010 (Lou Correa) (AB 1010)
into law in September 2002, paving the way for much-
needed congestion relief for thousands of drivers who use
SR-91 to travel between Riverside and Orange Counties
each day. The bill allowed the Orange County
Transportation Authority (OCTA) to purchase the 91
Express Lanes franchise and eliminate the existing clause
that prohibited any capacity-enhancing improvements
from being made to SR-91 until the year 2030. The
purchase agreement for the 91 Express Lanes was
completed in January 2003, placing the road in public
hands at a cost of $207.5 million. With the elimination of
the non-compete provision through AB 1010 and the
subsequent 91 Express Lanes purchase by the OCTA,
Orange County and Riverside County public officials and
Caltrans Districts 8 and 12 have been coordinating
improvement plans for SR-91.
Senate Bill 1316 (Lou Correa) (SB 1316) was signed into
law in August 2008 as an update to the provisions of AB
1010. SB 1316 authorizes OCTA to transfer its rights and
interests in the Riverside County portion of SR-91 toll
lanes by assigning them to the Riverside County
Transportation Commission (RCTC), and authorizes
RCTC to impose tolls for 50 years. SB 1316 also requires
OCTA, in consultation with Caltrans and RCTC, to
annually issue a plan and a proposed completion
schedule for SR-91 improvements from State Route 57
(SR-57) to Interstate 15 (I-15). The previous SR-91
Implementation Plan included a westerly project limit of
State Route 55 (SR-55). This plan establishes a program
of projects eligible for funding by the use of potential
excess toll revenue and other funds.
This 2010 SR-91 Implementation Plan (Plan) is the result
of the requirement to provide the State Legislature with an
annual Implementation Plan for SR-91 improvements and
builds on the 2009 report, which was a major update of
the previous annual Implementation Plans. This year’s
update includes projects identified in the Riverside County
– Orange County Major Investment Study (MIS) as well as
other project development efforts and funding programs
such as the RCTC 10-Year Western County Highway
Delivery Plan that outlines a number of projects such as
the extension of High Occupancy Toll (HOT) Lanes from
the Orange/Riverside County Line to I-15, the California
Transportation Commission (CTC) Corridor Mobility
Improvement Account (CMIA) that provides a funding
source for transportation projects, the extension of the
Measure A program that provides funding for
transportation projects in Riverside County, and the
Renewed Measure M program that provides funding for
transportation projects in Orange County. The 2010 Plan
includes an overview, identification of issues and needs,
time frames for project packages to improve mobility on
SR-91, and are listed based on a logical sequence for
2010 SR-91 IMPLEMENTATION PLAN 2
implementation. Project descriptions include conceptual
lane diagrams (as appropriate), cost estimates (in 2009
dollars, or as noted), and discussion of key considerations
that need to be addressed in the planning and
development of each project. This plan will provide OCTA,
RCTC, and Caltrans with a framework to implement
SR-91 and other related improvements. Future annual
plan updates will continue to refine the scope, cost, and
schedule of each project included in this version of the
plan.
SR-91 CORRIDOR CONDITIONS
Project Limits
The project study limits encompass the segment of SR-91
from west of the junction of SR-57 and SR-91 in the City
of Anaheim in Orange County, to east of the junction of
SR-91 and I-15 in the City of Corona in Riverside County.
The freeway segment is approximately 20.3 miles long,
and includes approximately 12.7 miles within Orange
County and approximately 7.6 miles within Riverside
County.
Traffic Conditions Summary
A review of traffic conditions in the Corridor indicates that
the existing carrying capacity of the facility is inadequate
to accommodate current and future peak demand
volumes, and that Level of Service (LOS) F prevails in the
peak direction during the entire peak period, where LOS F
is defined as the worst freeway operating condition and is
defined as a density of more than 45 passenger
cars/lane/mile. The results also indicate that there are
several physical constraints that generate unacceptable
traffic queues. The following list summarizes the
deficiencies identified along the SR-91 Corridor:
Heavy traffic volumes from I-15 (North and South)
converge with SR-91. The weaving and merging
condition is complicated by the close proximity of the
Westbound (WB) Main Street off-ramp.
High demand from several on-ramps within the
eastern segment exacerbates traffic conditions during
rush hours.
An eastbound (EB) general purpose (GP) lane is
dropped just east of the Corona Expressway (State
Route 71).
The second EB High Occupancy Vehicle (HOV) lane
becomes a GP lane. Heavy downstream congestion
forces traffic to exit at the Green River off-ramp. The
backup caused by the off-ramp blocks the right lane
of the mainline freeway.
High traffic volumes from Gypsum Canyon Road and
Santa Ana Canyon Road contribute to congestion on
the mainline.
The Foothill Transportation Corridor (State Route
241) merges with SR-91 causing additional
congestion in the EB direction. Both EB lanes from
State Route 241 (SR-241) are dropped prior to State
Route 71 (SR-71).
Heavy traffic reentering the freeway merges at slow
speeds from existing WB and EB truck scales,
impacting the general-purpose lanes.
SR-55 merges with SR-91. An EB lane on SR-91 is
dropped at Lakeview Avenue and a second EB lane
is dropped at Imperial Highway creating a severe
merge condition.
WB SR-91 drops a GP lane and a 91 Express Lane to
SB SR-55, which contributes to mainline congestion.
This drop also occurs on the left-hand side of SR-91
as opposed to the typical right-hand exit.
High demand from Weir Canyon Road, Imperial
Highway and Lakeview Avenue.
WB traffic entering SR-91 at Lakeview Avenue
weaving through three lanes from WB SR-91 to
southbound (SB) SR-55 contributes to mainline
congestion.
PROJECT SUMMARY
Many of the projects identified in this 2010 Plan are based
on the MIS that was completed in January 2006. The
projects are presented based on potential implementation
schedules and priorities established in the MIS as well as
through subsequent project development. Table 1
summarizes the various projects in the 2010 Plan, and
they are outlined below by implementation schedule (see
Section 2 for detailed project summaries):
The first set of projects is anticipated to be completed
by 2013 and includes two improvements at a total
cost of approximately $149 million. The projects
include the EB SR-91 lane addition from SR-241 to
SR-71, and new travel lanes between SR-55 and
SR-241. These projects are in the process of final
2010 SR-91 IMPLEMENTATION PLAN 3
design, construction, or procurement and
implementation, as noted in the project
summaries.
The 2015 improvements include four projects, with
a total cost of approximately $1.95 billion. The
projects include interchange improvements at
SR-71/SR-91; the Initial SR-91 Corridor
Improvement Project (CIP) will widen SR-91 by
one GP lane in each direction east of the County
Line, collector-distributor (CD) roads and direct
south connectors at I-15/SR-91, extension of 91
Express Lanes to I-15, and system interchange
improvements; a new WB lane at Tustin Avenue;
and a SR-241/SR-91 HOV/HOT direct connector.
Four projects for implementation by 2023 include
the Metrolink short-term expansion plan, Express
Bus improvements, a significant expansion of
Metrolink service and station improvements, and
SR-91 improvements between SR-57 and SR-55.
OCTA, RCTC, and Caltrans will be initiating
preliminary planning activities for these projects to
ensure readiness when local, state, or federal
funding becomes available. Consequently, there
may be opportunities to advance these projects if
additional funding is made available. Projects for
implementation by 2023 would cost approximately
$805 million. Some of these projects may become
components of Post-2025/2030 projects.
Projects for Post-2025/2030 implementation focus
on longer-lead time projects and include: a
potential new interchange or overcrossing at
Fairmont Boulevard; the Ultimate CIP that widens
SR-91 by one GP lane in each direction from
SR-241 to SR-71, I-15/SR-91 Direct North Connector,
extension of Express Lanes on I-15 and SR-91
improvements east of I-15; an elevated 4-lane facility
(MIS Corridor A) from SR-241 to I-15; Irvine-Corona
Expressway (ICE) 4-lane facility from SR-241/SR-133
to I-15/Cajalco Road (formerly known as MIS Corridor
B); and the Anaheim to Ontario International Airport
High Speed Rail. The $77 million dollar interchange
project and the other four, multi-billion dollar potential
projects require a significant amount of planning,
design, and future policy and public input. In some
cases, these projects may include previous projects
as project components, such that all projects may not
be implemented within this project summary.
Traffic Analysis
For the 2010 Plan, the traffic analysis for major SR-91
capacity projects has been updated from the 2009 Plan.
This analysis used the latest freeway operations software
model available from UC Berkeley and traffic data
calibrated to reflect new traffic patterns since November
Table 1 – SR-91 Implementation Plan Projects
Project
No. Project Summary (Implementation Year) Cost
($M)
By Year 2013
1 Eastbound Lane Addition from SR-241 to SR-71 (2010) 51.2
2 Widen SR-91 between SR-55 and SR-241 by Adding a
5th GP Lane in Each Direction (2013)
98.0
SUBTOTAL 149.2
By Year 2015
3 SR-71/SR-91 Interchange Improvements (2015) 123.5
4 Initial CIP: Widen SR-91 by One GP Lane in Each
Direction East of County Line, CD Roads and I-15/SR-91
Direct South Connector, Extension of Express Lanes to
I-15 and System Interchange Improvements (2015)
1,300
5 SR-91 WB Lane at Tustin Avenue (2015) 91.5
6 SR-241/SR-91 HOV/HOT Connector (2015) 440.0
SUBTOTAL 1,955
By Year 2023
7 Metrolink Short-Term Expansion Plan (2016) 35.4
8 Express Bus Improvements Orange County to Riverside
County (2016)
9.5
9 Metrolink Service and Station Improvements (2020) 335.0
10 SR-91 between SR-57 and SR-55 (2023) 425.0
SUBTOTAL 804.9
By Post-2025/2030
11 Fairmont Boulevard Improvements (Post-2025) 76.8
12 Ultimate CIP: Widen SR-91 by One GP Lane in Each
Direction from SR-241 to SR-71, I-15/SR-91 Direct North
Connector, Extension of Express Lanes on I-15 and SR-
91 Improvements East of I-15 (Post-2025)
TBD
13 Elevated 4-Lane Facility (MIS Corridor A) from SR-241 to
I-15 (TBD)
2,720
14 Irvine-Corona Expressway (ICE) 4-Lane Facility from
SR-241/SR-133 to I-15/Cajalco Road (TBD)
8,855
15 Anaheim to Ontario International Airport High Speed Rail
( Post-2030)
TBD
SUBTOTAL 11,652+
2010 SR-91 IMPLEMENTATION PLAN 4
2009. This freeway operations model provides a better
depiction of actual travel delays experienced by motorists
compared to traditional travel demand models. The model
can be used to analyze freeway bottlenecks sometimes
neglected in traditional travel demand models. This
approach is especially important given high SR-91 traffic
volumes and the potential for relatively few vehicles to
significantly slow down traffic. For example, a minor
freeway merging area can cause many vehicles to slow,
cascading delay through the traffic stream, and suddenly
both speed and volume rapidly decrease for major
segments of the freeway.
The operations analysis quantified travel time savings for
WB morning and EB afternoon conditions for the following
major capacity enhancing projects:
EB lane addition from SR-241 to SR-71 by 2010
(Project 1).
New WB/EB lanes from SR-55 to SR-241 by 2013
(Project 2).
New WB/EB lanes from SR-71 to I-15 by 2015 (Initial
CIP, Project 4).
SR-241/SR-91 connector with lanes to SR-71 by
2015 (Project 6).
EB lane between SR-57 and SR-55 by 2023 (Project
10).
New WB/EB lanes, various segments, from SR-241 to
I-15 by Post-2025 (Ultimate CIP, Project 12).
New capacity provided by Corridor A and ICE by
Post-2025/2030 (Projects 13 and 14).
The results indicate that the WB morning travel times
increase for 2013 as there are no planned SR-55/SR-91
interchange bottleneck improvements, but by 2015 the
travel time decreases due to the Interim CIP
improvements. The 2023 projects do not offer significant
capacity improvements; therefore, WB travel times
increase. WB and EB results for 2030 illustrate travel time
significantly decreases with the Ultimate CIP project. The
2013 afternoon travel times increase for EB SR-91 as no
projects in Riverside County are planned for 2013,
whereas the 2015 Initial CIP project will significantly
decrease EB travel times. EB travel times increase for
2023 as there are only improvements between SR-57 and
SR-55 within the SR-91 corridor. The current design of the
SR-55/SR-91 interchange limits the ability to move traffic
into north and central Orange County via SR-55, and
significant future vehicle delays may result without major
interchange improvements and downstream capacity
increases or diversion to other corridors.
The introduction of Corridors A and B by Post-2025/2030
offers the potential capacity to manage future SR-91 traffic
demand in both directions. While both of these corridors
are still concepts, they provide substantial relief to EB and
WB traffic congestion in the future. Further feasibility
studies will determine if one or both concepts move
forward in the project development process. The charts
below describe the travel time benefits by year including
these various project concepts. The 2030 scenario shows
travel time without the Corridor A and B improvements.
Figure 1-1 – Mainline Westbound SR-91 from I-15 to SR-57 A.M. Peak Hour Average Travel Time
2010 SR-91 IMPLEMENTATION PLAN 5
PROJECT ACCOMPLISHMENTS
Much progress has been made since the initial 2003
SR-91 Implementation Plan was approved. New for the
2010 Plan is the inclusion of select completed project
exhibits as a reference, see Section 3.
Recently Completed Construction/Improvement
Projects
As of May 2010, the following physical improvements
have been constructed/implemented:
Repaved and sealed pavement surfaces, replaced
raised channelizers, and restriped lanes on the 91
Express Lanes.
EB SR-91 restripe and median barrier reconstruction
project that removed the CHP enforcement area and
extended the EB auxiliary lane from SR-71 to the
Serfas Club Drive off-ramp.
Express Bus improvements are implemented for the
Galleria at Tyler to South Coast Metro route.
WB auxiliary lane extension between the County Line
and SR-241. This project eliminated the lane drop at
the 91 Express Lanes and extended the existing
auxiliary lane from the County Line to SR-241 in the
westbound direction. This improvement minimized the
traffic delays at the lane drop area, resulting in
improved vehicle progression.
WB restripe project extended the auxiliary lane
between SR-71 and the County Line resulting in a
new continuous auxiliary lane between SR-71 &
SR-241.
Safety Improvements at the Truck Scales. Existing
shoulders were improved, lanes were re-striped,
illumination improved, and signage was modified into
and out of the EB facilities.
Green River Road overcrossing replacement (See
Section 3).
Metrolink parking structure at the North Main Street
Corona Metrolink Station (See Section 3).
These projects provide enhanced freeway capacity and
improved mobility for one of the most congested segments
of the freeway.
In addition, there are two projects that are currently in the
project development phase that have a direct impact upon
SR-91 widening projects. The first is the $2 billion U.S.
Army Corps of Engineers (Corps) Santa Ana River
Mainstem (SARM) improvement project that provides
flood protection from the recently improved Prado Dam
(near SR-71) to the Pacific Ocean. As part of the Corps’
project, existing riverbanks have been improved due to the
increased capacity of the Prado Dam outlet works, which
can now release up to 30,000 cfs compared to the
previous facility capacity of 10,000 cfs. The only remaining
segment of the Santa Ana River to be improved is Reach
9, which includes areas along SR-91 from the Coal
Canyon Wildlife Corridor Crossing to SR-71. SR-91
project design teams have coordinated with the Corps;
Caltrans; and other federal, regional, and local agencies in
order to accommodate future SR-91 improvements by the
Corps bank protection project within Reach 9 by relocating
the Santa Ana River while it would have been otherwise
disturbed by the original Corps project to protect-in-place
the riverbank protection for SR-91. This will greatly
Figure 1-2 – Mainline Eastbound SR-91 from SR-57 to I-15 P.M. Peak Hour Average Travel Time
2010 SR-91 IMPLEMENTATION PLAN 6
enhance the ability of Caltrans and other regional
transportation agencies to implement many of the SR-91
improvement projects listed herein. The Corps SARM
Reach 9 improvements are under construction with
American Recovery and Reinvestment Act (ARRA)
“stimulus” funding.
The other project with a direct impact to SR-91 is the $100
million Santa Ana Regional Interceptor (SARI) sewer trunk
line relocation. The existing SARI line is within the Santa
Ana River floodplain and is in jeopardy of failure due to
scour from the potential increased flood releases by the
aforementioned Corps project. In order to relocate the
proposed 48-inch diameter SARI line outside of the
floodplain, which is immediately adjacent to SR-91,
highway R/W needs to be relinquished to the Orange
County Flood Control District (OCFCD) for location of the
SARI line. SR-91 project teams have coordinated with the
OCFCD; Caltrans; and other federal, regional, and local
agencies in order to accommodate planned SR-91
improvements within the remaining State R/W subsequent
to relinquishment. This project initiated the preliminary
engineering phase in early 2009 and is scheduled to
complete construction by summer 2012.
Recently Completed PSR’s and other Reports
In addition to the physical improvements in the corridor,
there are several reports and PSR’s that are completed, in
draft form, or anticipated to be approved that identify
improvements that will provide improved mobility. The
reports and PSR’s include (also see Section 4):
Project Study Report “On State Route 91 Between
the SR-91/SR-55 Interchange and the SR-91/SR-241
Interchange in Orange County” (April 2004).
MIS – Final Project Report: Locally Preferred Strategy
Report (January 2006).
Project Study Report “On Route 91 from State Route
241 in Orange County to Pierce Street in the City of
Riverside in Riverside County” (October 2006).
Renewed Measure M Transportation Investment Plan
(November 2006).
Project Study Report for SR-71/SR-91 Interchange
(December 2006).
RCTC 10-Year Western County Highway Delivery
Plan (December 2006).
Renewed Measure M Early Action Plan, approved
August 2007.
91 Express Lanes Extension and State Route 241
Connector Feasibility Study (March 2009).
Project Study Report “On State Route 91 Between
the SR-91/SR-55 Interchange and the SR-91/SR-241
Interchange in Orange County” (April 2009).
Plans, Specifications and Estimates (PS&E) for
Eastbound SR-91 lane addition from SR-241 to
SR-71 (May 2009).
Renewed Measure M Strategic Plan (June 2009).
SR-91 Feasibility Study from SR-57 to SR-55
(December 2009).
SR-91/Fairmont Boulevard Feasibility Study
(December 2009).
Updates from the 2009 SR-91 Implementation Plan
In addition, to the improvements and progress noted
above, the following projects that were included in the
2009 SR-91 Implementation Plan have been modified or
dropped for the 2010 Plan:
A new Section 3 has been added to the 2010 Plan
that includes exhibits of completed projects from prior
plans as a reference.
The North Main Street Corona Metrolink parking
structure improvements have been completed and the
project is moved to Section 3 of the Plan.
The SR-55/SR-91 interchange improvements project
has been deleted as a standalone for 2010 and is
consolidated with Project 10 from SR-57 to SR-55.
The CIP project is split into two phases: Initial (Project
4) and Ultimate (Project 12).
The 2011 horizon year has been updated to 2013 to
capture projects to be implemented before 2015.
The 2022 horizon year has been updated to 2023 to
capture projects to be implemented before 2025.
Various project costs and schedules have been
updated from the 2009 Plan based on continued
project development.
2010 SR-91 IMPLEMENTATION PLAN 7
SECTION 2: Implementation Plan
OVERVIEW
The 2010 Plan describes projects, implementation
schedules, key consideration, benefits, and costs (in 2009
dollars, or as noted) for major projects through Post-
2025/2030. Most of the projects identified in this
Implementation Plan are based on the MIS that was
completed in January 2006. The projects are presented
based on potential implementation schedules and
priorities established in the MIS. The schedules for
implementation of the packages of projects include 2013,
2015, 2023, and Post-2025/2030. The 2013 and 2015
projects are capable of being implemented through the
project development process with minimal to moderate
environmental constraints. Some of the longer-range
projects for 2023 and Post-2025/2030 require more
significant planning and environmental assessment prior
to design.
Each of the project improvements includes an estimate of
project schedules. It is important to note that implementing
various time saving measures, such as design-build or
contractor incentives for early completion, may potentially
reduce project schedules. The implementation phases are
defined as follows:
Conceptual Engineering = Pre-Project Study
Report (Pre-PSR) – Conceptual planning and
engineering for project scoping and feasibility prior to
initiating the PSR phase.
Preliminary Engineering = Project Study Report
(PSR) – Conceptual planning and engineering phase
that allows for programming of funds.
Environmental = Project Report/Environmental
Documentation (PR/ED) – The detailed concept
design that provides environmental clearance for the
project and programs for final design and right of way
acquisition. The duration for this phase is typically 2-3
years.
Design = Plans, Specifications and Estimates
(PS&E) – Provide detailed design to contractors for
construction bidding and implementation.
Construction = The project has completed
construction and will provide congestion relief to
motorists.
The intent of these implementation plan project packages
is to provide an action list for OCTA, RCTC and Caltrans
to pursue in the project development process or for
initiating further studies.
Figure 2-1 – SR-91 Project Study Area from SR-57 to I-15
2010 SR-91 IMPLEMENTATION PLAN 8
By Year 2013
The first set of projects will be completed by 2013 and includes two improvements at a total cost of approximately $149 million
(in 2009 dollars). The projects include the EB SR-91 lane addition from SR-241 to SR-71, and new travel lanes between SR-
55 and SR-241. These projects are in the process of final design, construction, or procurement and implementation. These
projects are recommended for the first few years of the Plan and will provide mobility improvements to the corridor when
implemented. These near term projects provide immediate operational benefits with a minimum of effort required relative to
environmental documentation and Right-of-Way constraints
.
Project No. Project Summary (Implementation Year) Cost ($M)
1 Eastbound Lane Addition from SR-241 to SR-71 (2010) 51.2
2 Widen SR-91 between SR-55 and SR-241 by Adding a 5th GP Lane in Each Direction (2013) 98.0
SUBTOTAL 149.2
Figure 2-2 – Summary of Projects for Implementation By 2013
2010 SR-91 IMPLEMENTATION PLAN 9
2010 SR-91 IMPLEMENTATION PLAN 10
2010 SR-91 IMPLEMENTATION PLAN 11
By Year 2015
The next set of improvements includes four projects, which would be implemented by 2015 at a total cost of approximately
$1.95 billion (in 2009 dollars, or as noted). One of the projects is the interchange improvements at SR-71/SR-91. The second
project is the Initial SR-91 Corridor Improvement Project (CIP) that will widen SR-91 by one general purpose (GP) lane in each
direction east of the County Line, collector-distributor (CD) roads and direct south connectors at I-15/SR-91, extension of 91
Express Lanes to I-15, and system interchange improvements. The other two projects that will be completed in this time frame
include the WB lane at Tustin Avenue, and a SR-241/SR-91 HOV/HOT direct connector.
Project No. Project Summary (Implementation Year) Cost ($M)
3 SR-71/SR-91 Interchange Improvements (2015) 123.5
4 Initial CIP: Widen SR-91 by One GP Lane in Each Direction East of County Line, CD Roads and I-15/SR-91
Direct South Connector, Extension of Express Lanes to I-15, and System Interchange Improvements (2015)
1,300
5 SR-91 WB Lane at Tustin Avenue (2015) 91.5
6 SR-241/SR-91 HOV/HOT Connector (2015) 440.0
SUBTOTAL 1,955
Figure 2-3 – Summary of Projects for Implementation By 2015
2010 SR-91 IMPLEMENTATION PLAN 12
2010 SR-91 IMPLEMENTATION PLAN 13
2010 SR-91 IMPLEMENTATION PLAN 14
2010 SR-91 IMPLEMENTATION PLAN 15
2010 SR-91 IMPLEMENTATION PLAN 16
By Year 2023
Projects for implementation by 2023 include the Merolink short-term expansion plan, Express Bus improvements from Orange
County to Riverside County, a significant expansion of Metrolink service and station improvements, and SR-91 improvements
between SR-57 and SR-55. OCTA, RCTC, and Caltrans will be initiating preliminary planning activities for these projects to
ensure readiness when local, state, or federal funding becomes available. Consequently, there may be opportunities to
advance these projects if additional funding is made available. Projects for implementation by 2023 are expected to cost
approximately $805 million (in 2009 dollars, or as noted). Some of these projects may become components of post-2025/2030
projects.
Project No. Project Summary (Implementation Year) Cost ($M)
7 Metrolink Short-Term Expansion Plan (2016) 35.4
8 Express Bus Improvements Orange County to Riverside County (2016) 9.5
9 Metrolink Service and Station Improvements (2020) 335
10 SR-91 between SR-57 and SR-55 (2023) 425
SUBTOTAL 804.9
Figure 2-4 – Summary of Projects for Implementation By 2023
2010 SR-91 IMPLEMENTATION PLAN 17
2010 SR-91 IMPLEMENTATION PLAN 18
2010 SR-91 IMPLEMENTATION PLAN 19
2010 SR-91 IMPLEMENTATION PLAN 20
2010 SR-91 IMPLEMENTATION PLAN 21
By Year Post-2025/2030
Projects for implementation by Post-2025/2030 focus on longer-lead time projects. This multi-billion dollar program includes: a
potential new interchange or overcrossing at Fairmont Boulevard; the Ultimate CIP that widens SR-91 by one GP lane in each
direction from SR-241 to SR-71, I-15/SR-91 Direct North Connector, extension of Express Lanes on I-15 and SR-91
improvements east of I-15; an elevated 4-lane facility (MIS Corridor A) from SR-241 to I-15; Irvine-Corona Expressway (ICE)
4-lane facility from SR-241/SR-133 to I-15/Cajalco Road (formerly known as MIS Corridor B); and the Anaheim to Ontario
International Airport High Speed Rail. The $77 million dollar interchange project and the other four, multi-billion dollar potential
projects include significant environmental constraints and right of way requirements in addition to requiring a significant
amount of planning, design, and future policy and public input. The Corridor A project may incorporate projects being
developed in the earlier programs as project components, such that all projects may not be implemented within the Plan in
addition to Corridor A.
Project No. Project Summary (Implementation Year) Cost ($M)
11 Fairmont Boulevard Improvements (Post-2025) 76.8
12 Ultimate CIP: Widen SR-91 by One GP Lane in Each Direction from SR-241 to SR-71, I-15/SR-91 Direct
North Connector, Extension of Express Lanes on I-15 and SR-91 Improvements East of I-15 (Post-2025)
TBD
13 Elevated 4-Lane Facility (MIS Corridor A) from SR-241 to I-15 (TBD) 2,720
14 Irvine-Corona Expressway (ICE) 4-Lane Facility from SR-241/SR-133 to I-15/Cajalco Road (TBD) 8,855
15 Anaheim to Ontario International Airport High Speed Rail (Post-2030) TBD
SUBTOTAL 11,652+
Figure 2-5 – Summary of Projects for Implementation by Post-2025/2030
2010 SR-91 IMPLEMENTATION PLAN 22
2010 SR-91 Implementation Plan 23
2010 SR-91 Implementation Plan 24
2010 SR-91 Implementation Plan 25
2010 SR-91 Implementation Plan 26
2010 SR-91 Implementation Plan 27
SECTION 3: COMPLETED PROJECT EXHIBITS
The following exhibits represent completed projects from previous Plans and are intended to be used as a reference to
illustrate the progress made since the inception of the Plan. Note, some projects listed in the Plan as completed (see Section
1, Project Accomplishments) are not included herein since there was no exhibit created for use with prior Plans (such as for
restriping projects, various safety enhancements, minor operational improvements, etc.).
2010 SR-91 Implementation Plan 28
2010 SR-91 Implementation Plan 29
2010 SR-91 Implementation Plan 30
SECTION 4: REFERENCES
The following documents and resources were used in the development of the 2010 Plan. Data was provided by OCTA, RCTC,
Caltrans Districts 8 and 12, Transportation Corridor Agencies (TCA), and other agencies.
Project Study Report/Project Report “Right of Way Relinquishment on Westbound State Route 91 Between Weir Canyon
Road and Coal Canyon”, May 2010
SR-91/Fairmont Boulevard Feasibility Study, December 2009
SR-91 Feasibility Study from SR-57 to SR-55, December 2009
Feasibility Evaluation Report for Irvine-Corona Expressway Tunnels, December 2009
Renewed Measure M Strategic Plan, June 2009
Plans, Specifications and Estimates (PS&E) for Eastbound SR-91 lane addition from SR-241 to SR-71, May 2009
Project Study Report “On State Route 91 Between the SR-91/SR-55 Interchange and the SR-91/SR-241 Interchange in
Orange County”, April 2009
91 Express Lanes Extension and State Route 241 Connector Feasibility Study, March 2009
Project Study Report/Project Report “On Gypsum Canyon Road Between the Gypsum Canyon Road/SR-91 Westbound Off-
Ramp (PM 16.4) and the Gypsum Canyon Road/SR-91 Eastbound Direct On-Ramp (PM 16.4)”, June 2008
California Transportation Commission, Corridor Mobility Improvement Account (CMIA), February 2007
Project Study Report “On Route 91 from Green River Road to Serfas Club Drive in the City of Corona in Riverside County”,
December 2006
Orange County Transportation Authority Renewed Measure M Transportation Investment Plan, November 2006
Project Study Report “On Route 91 from State Route 241 in Orange County to Pierce Street in the City of Riverside in
Riverside County”, October 2006
Riverside County-Orange County Major Investment Study (MIS) – Final Project Report: Locally Preferred Strategy Report,
January 2006
Preliminary design plans for Eastbound Lane Addition from SR-241 to SR-71, 2006
Project Study Report “Westbound State Route 91 Auxiliary Lane from the NB SR-55/WB SR-91 Connector to the Tustin
Avenue Interchange”, July 2004
Project Study Report “On State Route 91 Between the SR-91/SR-55 Interchange and the SR-91/SR-241 Interchange in
Orange County”, April 2004
California – Nevada Interstate Maglev Project Report, Anaheim-Ontario Segment; California-Nevada Super Speed Train
Commission, American Magline Group, August 2003
SR-91 Congestion Relief Alternatives Analysis, Caltrans, January 2003
Route Concept Reports for SR-91, Caltrans Districts 8 and 12
Various Preliminary Drawings and Cross Sections, Caltrans Districts 8 and 12
Draft 2010 State Route 91 Implementation Plan
PowerPoint
Draft 2010 State Route 91
Implementation Plan
2
Background
Assembly Bill 1010
}Enabled OCTA purchase of 91 Express Lanes
}Eliminated non-compete clause
}Required annual plan submittal to legislature
Senate Bill 1316
}Authorizes OCTA transfer of express lanes
rights within Riverside County
}Allows for additional capital and transit projects
}Extends OCTA/RCTC toll operation window
to 2065
3
Plan Background
Emerged from 2005 Major Investment Study and
state legislation
Comprehensive plan to improve inter-county travel
Many projects now in development phase
Unconstrained plan
Updated annually
Organized by project readiness
4
Overview
2010 plan update incorporates:
}SB 1316
}RCTC 10-year delivery plan
}OCTA Measure M2
}RCTC Measure A
}Proposition 1B
}Recent project development activities
Projects are grouped by implementation year
2010 traffic analysis
Next steps
5
By 2013
Project No.Project Summary (Implementation Year)Cost ($M)
1 Eastbound Lane Addition from SR-241 to SR-71 (2011) 51.2
2 Widen SR-91 between SR-55 and SR-241 by Adding a 5th GP Lane in Each Direction (2013) 98.0
SUBTOTAL 149.2
GP – General purpose
6
By 2015
Project No.Project Summary (Implementation Year)Cost ($M)
3 SR-71/SR-91 Interchange Improvements (2015) 123.5
4 Initial CIP: Widen SR-91 by One GP Lane in Each Direction East of County Line, CD Roads and I-15/SR-
91 Direct South Connector, Extension of Express Lanes to I-15 and System Interchange Improvements
(2015)
1,300.0
5 SR-91 WB Lane at Tustin Avenue (2015)91.5
6 SR-241/SR-91 HOV/HOT Connector (2015)440.0
SUBTOTAL 1,955.0
CD –Collector-distributor
WB – Westbound
HOV/HOT – High-occupancy vehicle/high-occupancy toll
7
By 2023
Project No.Project Summary (Implementation Year)Cost ($M)
7 Metrolink Short-Term Expansion Plan (2016)35.4
8 Express Bus Improvements Orange County to Riverside County (2016)9.5
9 Metrolink Service and Station Improvements (2020)335.0
10 SR-91 between SR-57 and SR-55 (2023)425.0
SUBTOTAL 804.9
8
Post-2025
Project No.Project Summary (Implementation Year)Cost ($M)
11 Fairmont Boulevard Improvements (Post-2025) 76.8
12 Ultimate CIP: Widen SR-91 by One GP Lane in Each Direction from SR-241 to SR-71, I-15/SR-91 Direct
North Connector, Extension of Express Lanes on I-15 and SR-91 Improvements East of I-15 (Post-2025)
TBD
13 Elevated 4-Lane Facility (MIS Corridor A) from SR-241 to I-15 (TBD)2,720.0
14 Irvine-Corona Expressway (ICE) 4-Lane Facility from SR-241/SR-133 to I-15/Cajalco Road (TBD)8,855.0
15 Anaheim to Ontario International Airport High Speed Rail (Post-2030)TBD
SUBTOTAL 11,652
TBD –To be determined
9
Traffic Analysis
Operations model focused primarily on mainline
traffic queuing
Shows benefits of major projects
Results presented for existing, interim, and
horizon years
10
Traffic Summary (PM, eastbound)
11
Traffic Summary (AM, westbound)
12
Summary of Projects
2013 projects are fully funded
Funding plan in place for 2015 projects
Efforts continue to get projects shelf-ready
and seek funding for post-2023 projects
13
Recommendation/Next Steps
Approve draft plan
Provide to OCTA Board of Directors and
RCTC Commission in early June and July
Forward approved plan to state legislature
Continue project implementation efforts
Continue to seek funding opportunities
Riverside County Transportation Commission's State Route 91 Corridor Improvement Project
Update
PowerPoint
State Route 91 Corridor Improvement
Project Update
State Route 91 Advisory Committee
June 4, 2010
Presentation Agenda
•Recent Project Milestones
•Project Development Schedule
•Environmental Permitting
•Design-Build
•Inter-Agency Agreements
•Finance Plan
•Project Phasing Plan
•January –Design-Build authority application submitted
•January –Project scope and direction confirmed by Commission
•March –Project conflict of interest policy adopted by Commission
•April –Design-Build authority approved by CTC
•April –Advanced property acquisition began
•April –Toll financing underwriting team appointed by Commission
•May –Application process started for federal stimulus funds
•May –Procurement of final traffic & revenue study consultant began
Recent Project Milestones
•June 2010 –Request for Expression of Interest
•July 2010 –Public Information Meeting
•August 2010 –Public Circulation of Draft Environmental Document
•August 2010 –Request for Qualifications
•September 2010 –Public Hearing
•January 2011 –Request for Proposals
•September 2011 –Environmental Record of Decision
•September 2011 –Award of Design-Build Contract
•January 2012 –Financial Close
•January 2012 –Begin Final Design and Start Construction
•2016 –Additional Lanes Open to Traffic
Project Development Schedule
Environmental Permitting
•Project Report and Environmental Document work…
•Started in September 2007
•Approximately 63% Complete
•Locally Preferred Alternative
•Draft Environmental Document
•Public Hearing
•Planned completion (Record of Decision)
Design-Build
•Project and Construction Manager hired October 2009
•Activities underway…
Inter-agency agreements
Property acquisition
Refined project cost and schedule
Toll operations planning
Request for Qualifications
•Activities to start soon…
Utility relocation
Advanced engineering work
Development of the design-build contract
Development of the design-build Request for Proposals
Design-build industry outreach efforts
Inter-Agency Agreements
•OCTA and RCTC
•Cooperative Agreement
Addresses design, construction, and startup of the RCTC lanes
Governs long-term operations and maintenance
Continued progress by OCTA and RCTC staff
Majority of draft agreement terms are complete
Future agenda item for SR-91 Advisory Committee
•Operations and Maintenance Agreement
Three-party agreement between OCTA, RCTC, and operator
Defines roles, responsibilities, costs, etc.
Initial meetings starting now
Inter-Agency Agreements
•Caltrans and RCTC
•Design-Build Cooperative Agreement
Addresses design, construction, and right-of-way acquisition
Negotiations well underway
•Toll Facilities Agreement
Defines corridor requirements from startup through hand-back
Negotiations of term sheet complete
Drafting agreement language recently started
Similar to the existing Caltrans/OCTA franchise agreement
OCTA options
Inter-Agency Agreements
•SR-241/SR-91 Direct Connector
•Previous agenda item provided status of this project
•The SR-91 Corridor Improvement Project was designed…
with the SR-241/SR-91 direct connector in mind through
coordinated efforts by OCTA/TCA/RCTC staffs
to provide three Express Lanes in each direction
Finance Plan
•Three-legged funding stool
•Toll revenue bonds
•Federal TIFIA loan (Transpo. Investment Finance Innovation Act)
•Measure A sales tax (and other public funds)
•Maximize use of toll revenue
bonds and federal TIFIA loan
•Use Measure A and other pubic
funds to close funding gap
Finance Plan
•Financial Model Update
•Recently-appointed toll financing underwriter team
New financial model underway
Use of most recent cost and economic data
Apply underwriter team experience
Results due in mid-July
•Toll Revenue Bonds
Build America Bonds and Capital Appreciation Bonds
•Federal TIFIA loan application (part of TIGER II)
•Reauthorization of Federal Surface Transportation bill
Finance Plan
•Measure A component of Finance Plan
•Previous financial model showed significant Measure A required
New model expected results
•Economic reality of 2006/2007 vs. 2010
•$500 million Measure A debt limit
•Reduce capital costs to improve financial feasibility
•Defer (“phase”) certain work elements to the future
•Reduces Measure A requirement
•Five phasing options selected
cuts costs by an estimated $600 million
impact to project’s financial feasibility
Initial Project
Future Phased Improvements
Project Phasing Plan
Future Phased Improvements
Phase 1 –Tolled Express Lane Direct Connectors to and from I-15 North
Phase 2 –General Purpose Lanes from SR-241 to SR-71
Phase 3 –SR-71/SR-91 interchange improvements
Phase 4 –SR-91 improvements east of I-15
Phase 5 –Extend Tolled Express lanes on I-15 from Ontario Avenue to
Cajalco Road
Project Phasing Plan
•Initial Project Construction…
•Extends the 91 Express Lanes into Riverside County
•Constructs General Purpose lanes from SR-71 to I-15
•Provides major improvements at the I-15/SR-91 interchange
•Improves five local interchanges
•Constructs merging/weaving lanes
•Allows construction and congestion relief sooner
•Deferred phases part of master plan concept and design
•Improves the project’s financial feasibility
Phasing Benefits
Project Phasing Plan
General Purpose Lanes between SR-241 and SR-71
•Value of this work to both OCTA and RCTC
•Measure A and Measure M voter commitments
•Provides additional capacity and congestion relief
•Recent efforts
•Recently updated cost estimate
•Increased RCTC and OCTA staff coordination
•Financial model work started
•Next Steps
•Financial model results
•Advance concepts to include this work in the Initial Project
Thank you.
Questions?
Michael Blomquist
Toll Program Director
David Thomas
PB Project Manager
Environmental Phase