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05 May 18, 2007 SR-91 Advisory80382 EH, CB, JH, JS STATE ROUTE 99 ADVISORY COMMITTEE AGENDA Date: Time: Friday, May 18, 2007 9:30 a.m. 1D({E©COWLSD u MAY 142007 RIVERSIDE COMMISSION Where: Orange County Transportation Authority - Headquarters 600 South Main Street, First Floor, Room 154 Orange, California MEMBERS Jeff Miller Committee Chairman Carolyn Cavecche Committee Vice Chairman Bob Buster Curt Pringle RCTC OCTA Bill Campbell OCTA John Tavaglione RCTC Jerry Amante Frank Hall Ron Roberts OCTA RCTC Committee Alternate RCTC Art Brown Bob Magee OCTA RCTC EX-OFFICIO MEMBERS Michael A. Perovich Cindy Quon (vacant) Caltrans District 8 Caltrans District 12 SANBAG For further information, please contact Wendy Knowles, Orange County Transportation Authority Clerk of the Board, at (714) 560-5676. HH.35.02 AGENDA State Route 91 Advisory Committee Meeting Orange County Transportation Authority Headquarters 600 South Main Street, First Floor-- Room 154 Orange, California Friday, May 18,- 2007, at 9:30 a.m. NOTE: new start time and location Any person with a disability who requires a modification or accommodation in order to participate in this meeting should contact the Orange County Transportation Authority 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 The agenda descriptions are intended to give notice to 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. Public Comments on Agenda Items Members of the public wishing to address the Committee regarding any item appearing on the agenda may do so by completing a Speaker's Card and submitting it to the Clerk of the Board. Speakers will be recognized by the Chairman at the time the agenda item is. to be considered. A speaker's comments shall be limited to three (3) minutes. Call to Order Chairman Miller Pledge of Allegiance Member Tavaglione Special Calendar There are no Special Calendar matters. Page 1 of 4 AGENDA State Route 91 Advisory Committee Meetirig Consent Calendar (Items 1 and 2) All rnatters: on the =Consent Calendar are to .be approved in, one motion unless a. Committee member or member of the public requests separate action on a specific item. 1. Approval of Minutes Of the February 2, 2007, State Route 91 Advisory Committee meeting. 91 Express Lanes Monthly Status Reports Kirk Avila, Orange County Transportation Authority, General Manager o 91 Express Lanes Overview The 91 Express Lanes status reports for the months of January 2007, February 2007, and March 2007 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 January 2007, February 2007, and March 2007. Regular Calendar 3. Stantec Inc. Update on Traffic and Revenue Kirk Avila, Orange County Transportation Authority, General Manager of 91 Express Lanes Overview The Orange CountyTransportation Authority contracts with Stantec Inc. (formally known as Vollmer Associates LLP) to provide : traffic and revenue .forecasting services for the 91 Express Lanes. In fiscal year 2007, Stantec Inc.. was asked to update the 91 Express Lanes Traffic and Revenue Study. A representative from the firm will be present to provide an overview of the results of the updated Traffic and Revenue Study. Recommendation Receive and file as information item. s AGENDA State Route 91 Advisory Committee Meeting 4. Draft 2007 State Route 91 Implementation Plan Kurt Brotcke, Orange County Transportation Authority, Director of Strategic Planning Overview Enabling legislation related to the 91 Express Lanes requires the .Orange County Transportation Authority to annually issue a plan and proposed schedule for Riverside Freeway (State Route 91) improvement projects eligible for funding by potential excess toll revenue. The Draft 2007 State Route 91 Implementation Plan is provided for review and approval. Recommendation Approve the Draft 2007 State Route 91 Implementation Plan. Other Matters 5. Introduction of Audit Team Kathleen O'Connell, Orange County Transportation Authority, Manager of Internal Audit 6. 91 Express Lanes 2007 Customer Satisfaction Survey Stella Lin, Orange County Transportation Authority, Manager of Marketing 7. Riverside County Transportation Commission Proposed . Toll Road Legislation Anne Mayer, Riverside County Transportation Commission, Deputy Executive Director 8. Riverside Freeway (State Route 91 ) Eastbound Lane Project Update Tom Bogard, Orange County Transportation Authority, Director of Highway Project Delivery 9. General Manager's Report 10. Committee Members' Reports 11. Public Comments 12. Closed Session There is no Closed Session scheduled. Page 3 of 4 AGENDA State Route 91 Advisory Committee Meeting 13. Adjournment The next regularly scheduled meeting of the State Route 91 Advisory Committee will be held at 9:00 a.m. on Friday, August 3, 2007, at the City of Corona City Hall, City Council Chambers, First Floor, 400 South. Vicentia Avenue, Corona, California. Page 4 of 4 Item 1 MINUTES State Route 91 Advisory Committee Meeting Committee Members Present Other Attendees Jeff Miller, Chairman Eric Haley, RCTC, Executive Director Carolyn Cavecche, Vice Chair Arthur T. Leahy, OCTA, Chief Executive Officer Jerry Amante - Steve DeBaun, RCTC, Legal Counsel Art Brown Kennard R. Smart, Jr., OCTA, General Counsel Bob Buster Laurena Weinert, OCTA, Assistant Clerk of the Board Bill Campbell Mary Burton, OCTA, Deputy Clerk of the Board Paul Engstrom for OCTA and RCTC staff and members of the General Public Michael A. Perovich Frank Hall Bob Magee Curt Pringle Ron Roberts John Tavaglione Cindy Quon Committee Members Absent Alan Wapner Call to Order The February 2, 2007, meeting of the State Route 91 Advisory Committee was called to order by Committee Chairman Miller at 9:14 a.m. at the Orange County Transportation Authority Headquarters, 600 South Main Street; First Floor — Room 154. Pledge of Allegiance Member Brown led in the Pledge of Allegiance to the flag of the United States of America. Special Calendar 1. Election of New State Route 91 Advisory Committee Chairman Committee Chairman Miller opened nominations for the office of Committee Chairman. A motion was made by Member Cavecche, seconded by Member Campbell, and declared passed by those present, to approve Jeff Miller as the State Route 91 Advisory Committee Chairman. 2. Election of New State Route 91 Advisory Committee Vice Chairman Newly -re-elected Committee Chairman Miller opened nominations for the office_ of Committee Vice Chairman. A motion was made by Member Campbell, seconded by Member Am.ante, and declared passed by those present, to approve Carolyn Cavecche as the State Route 91 Advisory Committee Vice Chairman. February 2, 2007 Page 1 of 5 MINUTES State Route 91 Advisory Committee Meeting 0 Consent Calendar (Items 3 and 4) 3. Approval of Minutes A motion was made by Member Hall, seconded by Member Campbell, , and declared passed by those present, to approve minutes of - :the; State Route 91 Advisory Committee meeting of September 8, 2006 4. Proposed State Route 91 Advisory Committee Meeting Calendar for the Year. 2007 A motion was made by Member Hall, seconded by Member Campbell, and declared ' passed by those present, to adopt the State Route 91 Advisory Committee meeting calendar for the year 2007. Regular Calendar There were no Regular Calendar matters. Other Matters Metrolink Ridership Update Darrell Johnson, Orange County Transportation Authority, Manager, Programming, Development and Commuter Rail, provided a brief update on, the Metrolink 91 Line and Inland Empire — Orange County Line ridership, and he referenced the handout distributed to the Committee. Discussion ensued regarding the definition of boardings versus riders and the origin and destination of riders. . Update on Express Bus Route 794/A Gordon Robinson, Orange County Transportation Authority, Senior Transportation Analysis, provided a brief update on the Riverside/Corona to South Coast - Metro Express Bus Route 794/A` and referenced the handouts distributed to the Committee. Discussion ensued regarding the designated stops are upon the rider's request, stops will be reviewed for necessity, on -time perforrnance, day-by-day on -time performance will be analyzed, and 40-mile route °takes about one -hour to complete. Member Pringle requested a report on the route travel time. February 2, 2007 Page 2 of, 5 MINUTES State Route 91 Advisory Committee Meeting 7. Pavement Maintenance Project on State Route 91 Dipak Roy, Orange County Transportation Authority, Senior Project Manager, gave a verbal update on the 91 Express Lanes and State Route 91 pavement maintenance projects. The Committee commented that there is a noticeable difference. 8. 10-Year Delivery Plan for Western Riverside County: State Route 91 Express Lane Extension Anne Mayer, Riverside County Transportation Commission (RCTC), Deputy Executive Director, provided a verbal and PowerPoint presentation regarding Measure A approved actions, western Riverside County priority list, projects cost, proposed toll roads in Riverside County, legislative goals, and next steps. The Committee discussed review of private investors, public/private partnerships, impact concerns to the 241, one operator for OCTA and RCTC toll roads, OCTA's concerns, RCTC's intent, and prospective state legislation that would grant RCTC ability to deliver high occupancy toll lanes on the State Route 91 and Interstate 15. Members Amante and Campbell requested a presentation/briefing to the OCTA Board of Directors on Assembly Bill 1010, Riverside County's ten-year delivery plan, and how the agencies interrelate. The Committee . decided to form an ad hoc committee with representatives from both OCTA and RCTC to develop a strategy before proposed legislation are made in Sacramento regarding the RCTC toll lanes. In addition, it was suggested that the Transportation Corridor Agencies (TCA) be included in the discussions. Assemblyman Todd Spitzer attended the meeting and provided his perspective on the legislative process and his position on sponsoring tolling legislation. A motion was made by Member Pringle, seconded by Member Amante, and declared passed by those present, to request that the Committee Chairman create an ad hoc committee with Members appointed by the Chairman. 9. Proposition 1 B Applications Darrell Johnson, Orange County Transportation Authority, Manager of Programming, Development and Commuter Rail, provided a brief update on the Proposition 1 B Corridor Mobility Improvement Account. There was no additional discussion. February- 2, 2007 Page 3 of 5 MINUTES State Route 91 Advisory Committee Meeting 10. Renewal of Measure M Paul Taylor, Orange County Transportation Authority, Executive Director of Development, provided an update on OCTA's renewal of Measure M. An OCTA Board workshop is scheduled on February 26, 2007, to begin the process of establishing policies and priorities for the renewed Measure M and integrating it with the close out of the existing Measure M and potential Proposition 1 B grants. There was no additional discussion. 11. Status of State Route 74 Ortega Highway Safety improvement Project: Cindy Quon:, District Director of Caltrans District 12 and OCTA Board Member, provided opening comments and referenced the State Route 74 Ortega Highway fact sheet, which was distributed to the Committee. Jim Beil, Caltrans District 12, Deputy District Director for Capital Programs, provided an update on the safety improvement project components, and. Pam Gorniak, Caltrans District 12, Chief of Public Information, gave an update on the public outreach activities. Member Magee requested the presentation include that the City of Lake Elsinor would provide improvements at the intersections of Grand and Ortega. Member Buster suggested signage be provided on the State: Route 74 for the commuters about obtaining current information on the website. The Committee and Caltrans staff discussed that the :original project cost'. was $27 million;. and now is $40 million, which is :a reflection of the final design escalated cost. 12. General Manager's Report Kirk Avila, General Manager of the 91 Express Lanes, reported: • On January 22, 2007, the OCTA Board of Directors approved $250,000 :in 91 Express Lanes revenues for the Caltrans re -striping projects in Riverside County: • In December 2006, the OCTA Board of Directors selected Delcan Corporation to work on replacing thecameras on the 91 Express Lanes, which would be completed in summer 2007. • '' The traffic volumes on the 91 Express Lanes haveincreased by 4 percent through January 27 fiscal year to date. • OCTA and RCTC are collaborating on a Vollmer study that will review the tak road expansion into Riverside County and how it would :affect the existiriir 91 Express Lanes revenues. February 2, 2007 MINUTES State Route 91 Advisory Committee Meeting 13. Committee Members' Reports Member Brown recommended adding a TCA representative as an Ex-Officio Member on this Committee. Kennard R. Smart, Jr., OCTA General Counsel, responded that Assembly Bill 1010 states the composition of this Committee's voting Members and Ex-Officio Members, and the TCA is not mentioned. Member Amante stated that many of the Members on this Committee also are representatives on the TCA Board. Committee Chairman Miller recommended a joint elected officials (i.e., OCTA, RCTC, TCA, etc.) mid 2007 meeting to provide a status report. He also thanked OCTA for the financial commitment on the Riverside County side for a lane -drop. Member Hall stated that the Chairman of the Riverside Transit Agency, Chairman of Metrolink, and Chairman of OCTA need to assure the public that transportation and highway improvements are being addressed. 14. Public Comments There were no public comments. 15. Closed Session There was no Closed Session conducted. 16. Adjournment The meeting adjourned at 11:06 a.m. The next regularly scheduled meeting of the State Route 91 Advisory Committee will be held at 9:00 a.m. on May 18, 2007, at the City of Corona — City Hall, City Council Chambers — First Floor, 400 South Vicentia Avenue, Corona, California. ATTEST Laurena Weinert OCTA Assistant Clerk of the Board Jeff Miller Committee Chairman February 2, 2007 Page 5 of 5 2. 1 Item 2 ®CTA May 18, 2007 To: From: Subject: Overview State Route 91 Advisory Committee Kirk Avila, General Manager, 91 Express Lanes ki-1) 91 Express Lanes Monthly Status Reports The 91 Express Lanes status reports for the months of January 2007, February 2007, and March 2007 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 January 2007, February 2007, and March 2007. Background Monthly status reports are prepared to document 91 Express Lanes activity and provided for State Route 91 Advisory Committee review. Discussion The January 2007 status report for the 91 Express Lanes is provided in Attachment A. In January 2007, traffic volume in the 91 Express Lanes continued to outpace January 2006 levels.- Monthly trips were up 3.6 percent over the same period in 2006 with gross potential toll revenue increasing by 11.3 percent over the prior year. The February 2007 status report for the 91 Express Lanes is provided in Attachment B. In February 2007, traffic volume increased, by 0.3 percent over the same period in 2006 with gross potential toll revenue increasing by 8.2 percent. The March 2007 status report for the 91 Express Lanes is provided in Attachment C. In March 2007, traffic volume in the 91 Express Lanes. outperformed March 2006 levels with monthly trips up 5.7 percent over the Orange County Transportation Authority 550 South Main Street / P.O. Box 14184 / Orange / Califomia 92863-1584 / (714) 560-OCTA (6282) 91 Express Lanes Monthly Status Reports same period in 2006 and gross potential toll revenue increasing 7.9 percent as compared to the prior year. Fiscal year 2007 year-to-date (YTD) traffic volume as of the end of March 2007 was also up, growing by 3.8 percent with YTD potential toll revenue up 8.5 percent. Staff will continue to closely monitor traffic and revenue data and report back to the Advisory Committee regularly. Summary The 91 Express Lanes status report for the months of January 2007, February 2007, and March 2007 are provided for review. The report highlights operational and financial activities. Attachments Orange County .Transportation Authority 91 Express Lanes Status Report As of January 31 2007 Orange County Transportation Authority 91 Express Lanes Status Report As of February 28, 2007 Orange County Transportation Authority 91 Express LanesStatus Report- As of March 31, 2007 ATTACHMENT A oCTA Orange County Transportation Authority 04,, J L arpNers� Status Report January 2007 As of January 31, 2007 • Traffic and Revenue Statistics Total traffic volume .on the 91 Express tares for January 2007 was 1,18o, 543. This represents a daily average of 38, 2. This is .a 3.6% increase in total ro volume from the same nod last year when traffic levels totals 1,139,7 5. Potential toll revenue for the month was $3,423,061. which represents an increase of 11.3°A) from last years value of 3,075,492. Carpool percentage for the month was 20.0% compared to the previous year's rate of 19.7%. Month-t d e traffic and revenue data are surnmatized its the table below. The following trip and revenue statistics>> tables represent all trips taken on the 91 Express Lanes and associated potential revenge for the month of January 2007. Currant Month -to -Date as of January 1,>2007 2 The 2 007 fiscal year to date traffic volume is 4.0% higher than the same period last year and continues to be of r projections. lbe 20 7 fiscal year to date revenue is .7% higher than the same period last year and is still above Vollmer projections. Average hourly revenue P for tile month ending January 31, 2007 is $0.08 less than projected by Vollmer. Fiscal year-to-date c and revenue data are summarized in the table below. The following trip and revenue statistics tables represent all trip taken on the 91 Express Lanes and associated potential revenue for the months of July MO6 through January 2007. F seal 2007 Yestr-To-Dateof January 31, 2007 Full Toll Lanes Fu LIM Total Gross ReVerlii0 6,739,184 1,794,705 8,533,889 $22,800,823 $528,950 . $23,329,773 $3.38 $0.29 1,643900 $22,39,1!,,0116 $+se,zzs $22,850,314 $3.45 1111111111111111111111 239,698 150,805 390,503 `. $404,737 $479,458 3.7% 9.2% 4.6%'.. 1.8% 16.5% 2.1% (2.0%) 3.6% 6,527,639i 1,675;124 $21,017,647 5450,871 $21,4;518 $3.2.2 $0.2 9 $2.62 3.2% 7.1 % 4.0% 8.5% 17.3% Fifty-nine tees during the month of January 2007, peak hour eastbound traffic as reflected in the chart below exceeded 90% or more of definedcapacity, with the highest volume at 101 % of defined capacity on Thursday, January 18 at 3:00 prn. As demonstrated on the next chart, westbound peak hour traffic volumes top out at 73% of defined capacity. EASTE3C3UND c-HOUR VOLUMES PM Tinto 1400 -1500 1500- we Iwo • 1700 1700.1800 1800 -1900 1900.2000 Monday 01101/07 23.70 217 624 18% $3.70 242 630 19% 63.70 233 585 17% 53.70 298 669 20% $170 353 787 23% S140 325 641 1996 Tuesday 01ippY07 s 53.70 308 .1,625 2416 $3.95 491 Z835 83% $8A 411 2,635 74% $7.75 448 Z700 79% 24.70 02 Z117 62% $2:80 329 1,361 40% Wednesday 01t03107_ S3.Tf1 $6.50 $8.50 1420 S2 a0 335 2271 .67% 461 1871 84% 520 2274 V% 524 2,868 84% 418 1,958 58% Thiuradas . 91/04I07 $3.60 334 2,282 425 517 2,970 V% 5175 534 3,038 80% 84� 432 2,100 02% ,Friday i' :0110310Y a, 14e.. $4,35 386 2,784 82% $025 • 493 2,851 8496 87.25 478 2,936 86% 64.75 514 2,791 02% $4.40 442 1,932 58% PM Time 1400.1500 1500 - t600 1600 -1700 1700.1800 1800-.1900 1900 - 2000 PM Tine 1400.1500 1500 -1600 1000.1700 1700-1600 1800.1900 1900 - ?000 Monday 01109107 $3.70 . .. 226 1,975 . 58% 63111 547. Z917 88% UM) 212 . 1,019 48% Monday . 61H6i0T - • S a" U.70 U3 1286 65% $3.95 483 Z642. 84% 6165 445 • Z731 80% • $6.85 4M 2,733 80% 33.95 404 2,273 • 37% $2.80 355 1,460 43% Tuesday • 0141817 Wednesday 06107. .� o S. 93.70 255 2206 61% $3.70 287 2,119 WA 56.00 :280 340 t,914 56% $2.90 350 1,90 57% Tuesday. 01/18817 $170 241 1103 UM • $220 394 2,434 72% Wednesday 01117J07 Th OA $460 241 327 01/11167 2,364 1,930 Thursday 01118P17 711% 2170 " . 223 2,112 62% OM 241 . 2.209 861i 52.80 308 1922 67% $4 472 2,414 71 64,35 nun 325 2,786 82% 3411' • . tt4% 4V 2,990 88% 445 2,908 17% 1111 ; '2 20 34%. 466 : 2,350 19% $4A0 481 2,230 00% Mondry , Ammar Tuesday : , 01123M7 PM Time a 1400 -1500 83.70 228 1,991 59% " 53 70 213 2,111 8216 1500-1600 8391i 448 2,635 78'16 3>$= ;';'i :;1•>;3ft 1610-1700 1700 -1800 1900.2000 $160 417 2,248 .68% 5220 330 2,106 82% Wednesday. 61/24/07 $3.70 265 .2,185 64% 5180 382 $110 62% Thursday 81125/07 53l0 248 2,336 59% $4.110 408 2,27T 67% Friday 01126187 $4.76 612 3,0M 80% $4.41 471 2,138 83% Wednesday 91/31101- �.:.1,:n.. 1400.1500 1500 -1800 1000 -1700 1700 - 400 1800 -1900 1000 - M00 4 HVESTBOUNQ PEAK -HOUR VOLUMES Monday . 017 11 . , 114 0500 - 2000 91,15 _ 10 49 I% -. 0600 - 0700 91AS 12 84 0700 -0800 .91.15 23 71 010E0 = WOO $1,15 41 123 414 ONO-..1000 $2.20 . 77 : 217 : .:.6% . d Tune'. 0400 -.0500 0600.' 0000.0700 oleo one 0800-0000 0900 -10 . . Tent 0400-0500 : 050 0800 .0800-0700 WOO 0100 • -01070.. • 0900 -1000 .:• 414 Time 0400 0500 0500-09110 ODD-0700 07100500 0800 :2600 0900r 10Xt $4.05 66.70 5225 231 481 571 474 01. 03. 1895 2,331 Z251' 219'; 1057 47 1,304 • Adenday.: 09/15 07 2% 2% 21532327 W nesday 111. $220 We 326 18% $3210 406 1,560 4$% $3.70 V4 4007 50% $4.05 298 1,522 4555 $3.70 243 1210 39% 2.91 . 241 1,240 - 36% TavO $2.20 224 . . 13.E 01 1,78112% $3.70 480 2025 60% 14.05 3333 1,601 47% $3.70 281 .1,434 42% :. 1215 286 1,389 40% 1411007 M#7 218 887 . 20% 1330 447 1,789 51% 63.70 429 1 57%'. $4.05 415 2,035 50% 13.70 284 1,878 55% $2,06: 255 , 101 :..40%. 1. $3.45 348 1221 Ste► $300: • .418% 4,885 ... • 92135. : '270 1,371 40% 1500 20 1294 41% ' .3004 1,843 :54% 01112107 $2.22 in 618:::18% $300 358 1,588 47% 13.70 ':. 250 1,251 37% $4.05 212 1,120. 33% $3.70 104 4,0®5 32% $2.95 245 1,154.` '34% mai 6220 204 705 21% " 13X) 502 1,920 65% $3,70 558. Z343 19% $4.05 418 Z044 80% $3.70 213 1,847 54% 5215 180 1,562 a8% ', ,40 5220 227 $340 460 $3.70 VA 64.05 462 13.70 243. 5215 . -189 Tuesday $3.00 S3:70 $3.70 $2.05 1,636 2,157 2,021 2,W5 1,600 20% 65% 63% 50% 61% 47% 217 :750 22% 444 1,885 55% 557 Z472 73% 484 2,2n_. ee%. 227 2,254 67% 172 1,128. 46% Teen* 01 142:20 221 n 20% $3.80 411 097 5 $3,70 • 573 2,371 70% 1405 5 418 • 2201 55% 113.70 213 2,061 61% $2.95 • 159 1,558. 48% 9220 5310 $3.70 1406 $3.70 $2.95 225 463 587 502 271 162 IGO 1,706 2.202' 7203 1,946 1,333 . Wednesday 01/1F107 5014 67% 457% • 3914 b7% $2.20 218 888 20% . $3.60 457 1;867' 65% $3.70 .569 2,399 71% 84.05 472 2,176: 64% 53.70 226 .2,131 80% 12.11 145 1,581' ,..47% Wednesday 01t24407 " Toirat. $2.20 $3.80 $3.70 54.05 $3.70 231 475 588 475 251 192 511 .. 20% 1,885 55%: Z386 70%.. 2207 116%:: 2,122 62% 1,645 48% $220 , 92130 $.70 11485 53.70 VAS 221 . 470 . 549 483 211 175 870 1,886 Z274 2,233 1,41K 1337 T1tineny : 04/18i07 20% 53% 8 en, 5014 3916 $2220 ::' 218 . 2014 13 475 . 1,934 5, ; 53.70 591 2,311' ..70% $4.05 452 2,225 05 $3.70 203 .1,781i $ .05 :: 151 : :1,380 4414` 19220 2V : 708 '. : 21 13.60 . 501 9,537 54% $3.70: 597 2,430:,.:71% 94.05 449: Z247 :88% 33.70 210 .1,896 56% . $2$5. 164 1,827 $2 $3.45 $3,95 nee . 82.95 r M.+ 174 433 . 1,773 490 1,893 430 ' _ 2,150 t99 1,49E 177 1,255 01714I07' 17%' 52% 56% 63% 44% 37% 4w , ..3'; 201 : 814 18% 471 1,664 55% 526 Z120 62% +457 1,620 l 4% 209 1456 ' 46% 154- ..1,305 , 0400 - 0500 : 208 724. 21% $2:20' 234 858... 10% $2.20 218 083 0550.0300 $3 451, 1,771 529e `$3.00 464 1,898 55% $3.80 447 i,a3e . 0500 -.0700 $3.70 549 Z354 89% . . 53.70 653 2,330 59% $3.70 608 2,2n 071, 0700.0800' $4.05 510 Z322 68% $4A5 448 2,285 67% : 54.05 462 2,422 71' 0800-oleo . 133.70 235 1,983 68% ' 53.70' 194 1,020 54% 13.70 242 1,995 59% 0900 -1000 $2.95 183 1,012 .. 47% . $2:95 183 1,515 . 45% $225 152 1487 44% Customer Service and Violations Processing" REPORTING"R:E VIOLATION PROCESSING ReonseTime._ CUM Violation Collection Rate TRAFFIC OPERATIONS initial & Secondary Reviews *Platemisread 'Errors CAP Response Time INFORMATION TECHNOLOGY To11Pro Uptime Network Uptime. PERFORMANCE STANDARD monthly 99% Availability Monthly 99% Availabilfty anuary •formanc Plats Misread Error performance Ls accumulated over a' 8y park'ui. Percentage reported is salt the end of November ZOOS inCOMITig Call Activity CALL CENTER ACTIVITY Representatives Answered IVR Answered Abandoned Calls Total. Incoming Calls: January-07 December-06 FY Total Calls. � e. of Total`« Total: Calls �`'io of Total Average 20,025 13,990 1,268 56 8% 39.7% 3.6% 35,283 13,520 640 32,137 55.9%®. 42.1 % 2.0`i6 19,351 14,184 851 34,386 Transponder n At the end of January 2007, the 91 Express Laneshad 119,655 active customer accounts, with h 174,512 transponders assigned to those amounts. To to Accounts Additional Tagsto Existing Accounts Replacement Transponders .January -Or £?preniber-06 Tags VA %> of Total Tags % of Total „ 1,119 747 • 1'% 26.8% 926 ( 33.2% Total Issued 2,792 839 35.2% 2,383 1,165:. 696 se4 2,845 Returnii Account Closures Accounts Downsizing 655 201 39.7% 12.2% 459 32.4% . 172 12.1 % ', 650 202 TranspondersDefective _ 795 48.2% --. _ ... 785 55.4% _ , _....... .. 915 Total Returned 1,651 1,416 1,662 Net Distribution 1,141 967 1,183 incoming Email Activity During January, the Anaheim Processing Center received a total of 4,294 mails. On -roast Operations Customer Assistance Specially (CAS) responded to 149 oasis during January. The CAS team received 91 calls to assist disabled vehicles, 29 calls to remove debris .and conducted 21 assists or traffic breaks. There were 4 accidents in the EXpreSS Lanes and 4 accidents in the general- purpose lanes. Caltrans Slab Replacement There is no change from last month's report for this project. Project Update Projects to remodel the Traffic Operations Center, replace all in -lane cameras and replace the telephone system are ongoing. The anticipated completion date for the Traffic Operations Center upgrade is July 2007 Some in -lane cameras will be installed in February 2007 with the remaining cameras being installed and connected to the new Traffic Operations Center: by July 2007. 91 "Express Lanes Operating Statement YTD as of January 31, 2007 YTD Variance Descrl Actual B Dolby $ Perot % Operating revenues: Toll revenue Fee revenue: Other revenue 21,924,192.80 4,720,464.40 47,494.77 $ 15,750,936.00 1,983,598.00 350,840.00f $ 6,173,256.80 2,736 866.40 (303,345.23) 39.2 138.0 (86.5) Total operating revenues 26r692,151.97 18,085;374 00 8 606,777.97 47.6. s Operating expenses: Contracted services Administrative fee Other professional services Credit card processing fees Toil road account servicing Other insurance expense T011 road maintenance supply repairs Patrol services ' Building equipment repairs and maint Other services Advertising fees Utilities Office expense Bad debt expense Miscellaneous Leases Property taxes Depredation' and amortization 2,969,952.55 845,593.77` 596,797.82: 628,273.51 448,249.60 192,386.54 142,340.24I 235,565.00I 210,514.37- 40,288.03 87,592.11 20,790.20 74,123.18 4,192.10 127,659.88 238,899.67 - 5,3134,594.49 3,266,479.00 1339,562.00, 1,773,696.00 841,3[10,00 485,400.00 '. 250,000.00' 221,540.00 ; 282,350.00' 414,807.00' 174,900.00 227;076.00 11860.00 109,576.00 - 173,551.00 281,300.00 - - -.--_ 296,526.45 493,968.23 1,17689E1.18 13,026.49' : 20,150.40 : 57,613.46 79,199.76' 26,786.00' 204,292.63' 134,811.97 139;483.89: (9,13020) 35,482.84 (4,192.10) 45,891.12 42,400.33 - (5,364,594.49) 9.1 36.9 66.4 2,0 4.3 23,0' 35.7 10,2' 49`.3. 77.0 61.4 (78.3) 32.4 N/A 26.4 15.1 N/A N/A Total operating expanses 12,245,813.04'- : 9,614,197.00 (2,631,616.04) (27.4) Operating income (loss)) 14,446,338.93 I 8,471,177.00 1 5,975161.93: ( 70.5 Nonoperating revenues (expenses): Interest income Interest expense Advance refunding escrow 1,564,354.36 (5,818,097.46) 1,078,127.00' (6,119,660.00) 486,227.36 301,582.54 - 45.1 4.9 N/A Total nonoperating:revenues ,(expenses) (4,253,743.10) (5,041533.00) 787,789.90 15.6 Transfersln Transfers out - (4,961,330.00) 4,981,330.00 NIA 100.0 Net lncome (loss)) $ 10,192,595.83" I $ 8,390,974.00 $ 1,801,621.83 1 _ 21.5 8 ATTACHMENT • Sta.tus ReportFebrua. f 2007 As of February 28, 2007 Total traffic volume on tile 91 Express Lanes for February 2007 was 1,151,7M. This represents a daily average of 41,133 This is a 0.3% increase in tatal traffic volume from the same period last year vvhen trafficlevels totaled 1,148,295. Potential tall revenue for the month was $3,2 ,381 which repiesert an increase pf:82% from last year's value of $3,039,552. Carpool percentage for the month was 19 7% compare to the previous' year's rate of 18.7%. Month -to -date traffic and revenue data are summarized in the tabs below. The following trip and revenue statistics tables reprint all trite taken on the 91 ass Laney and associated potential revenue for the month of February:267. Current Month -to -Date as of February 28 2007 'Full Toil Lanes 3¢: Lanes 3+ LAMS Total Gros Revenue Average Full "roll Lanes Average 3+ Lames Average Gross Revenue 924,871 884,243 40,828 ; .:: , 4 6% 933i30+4 .9%) 228,881 $74.,305.:.: $3,288,381 $3.48 $0.33 $2.88.: 205,.100 2'1,781 10.8% 214,984 $82,000 $12,305 19.8% $83,519. $3,080,843 , +`• $3.39 $0.30 . $2.81 $227,538 $0.09 7,4% . 2.7% $0,03 10.0'b $0.05 11% $3,03&,552 3:19 , : $0.30 $2:85 . 5.5%:. 17:0% 8:2% 9.1% 10.0% 7.9% 2 The 20 p 007 fiscal year-to-date traffic volume is 3.6% higher than the same period fast year and continues to be above Vollmer's projections. The 2006/2007 fiscal year-to-date revenue is 8.6% higher than the same period last year and is still above Vollmer's projections. Average - hourly avenue : per -trip for the month ending February 28, 2007 is $0.06 less than projected by Vollmer. 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 2006 through Febnvary 2007. Fiscal 2007 Year -To -Date as of Febniary 28, 2087 $25,394,929 $516,229 $26,911,157 Traffic and Revenue Summary The chart below reflects the total trips breakdown between .Fuld Toil trips and HOV3+ trips for Fiscal Year 2006/07on a month basis: 1,200A00 1,025,600 850,000 0 E 0675,000 ; 500,000 325,000 150,000_- Fiscal Year 2006-2007 Traffic Volume, Overview Jul-06 : Aug-06 Sep-06 Oct-08 . Nor -06 Dec-06 Jac -07 Feb-07 .Mar-07 : Aor-07 May-07 Jun-07 Month M Fut Toll Lanes ■ 3+ Lanes The chart below reflects :the gross potential . revenue breakdown between Full Toil trips and HOV3+ trips for Fiscal Year 2006/07 on a monthly basis: $3,580,000 $3,400,000 $3,220,000 0 s $3,040,000 a" $2,860,000 $2,680,000 $2,500,000 Fiscal Year 2006-2007 Revenue Summary Jul-06 Aug-06 Sep•08 Oct 08 Nov-06 Dec-06 Jan-07 Feb-07 Mar-07 Apt-07 May-07 ,bar -07 Month i ■ FuN Top Lars 3+ Lames i till,Expr ess LEgli 4 Sixty-five times during the month of February 2007, peak hour eastbound traffic as reflected in the dart below exceeded 90% or more of defined capacity, with the highest volume at 109% of defined oapadty on Friday, February 23 at 5:00 pm. As demonstrated on the next chart, A estbound pear hour traffic volumes top out at 76% of defined capacity. EASTBOUND P -HOUR VOLUMES 1 1 Mandax PM Time 4400 -1500 $3.70 1500 -1803 MOO .1700 1703 -1800 1100.1000 1900 -2000 PM Time 4400.1500 1503, t800 1800 -1703 170Q-1800 . 1900.2000 PM Time 1400.1603 1530 -1600 1860 -1700 1700-1800 1800 =1900 4900.2030 PIA Tens 1400-1500 1500-1800 1800 -1760 1700.1800 1800.1900 1900.2001 WW2 502 2,700 82% 42.D0 338 .1,720 51% 42NJ 918 WSW Wednesday 91131/07 Tuesday . 02108107 $3.70 254 2,133 83% fondly 021207 Teem* 02117F07 2,165 83% ° $3.70 243 2,281 67% 4 I $2.8D 400 080 59% UM 343 2410 71% Tuesday 02241a I 53.n70C 348 1,891 • 50% 33.05 432 2,275 87% 88.65 329 1,907 56% $3.85 332 1,871 56% 83.95 386 1,525 48% 12.80 324 ' 1,132 33% $2.80 347 2,104 82% 83.95 .' 527 2,024 00% $7,80 356 1,072 589E 33.70 fi84 2,100 64% 33.70 204 88.00 4* $7.75 431 34.70 467 3220 294 2,t18 $987 $0g 2A81 1,879 62% 4: 61% 84% 79% 651E 93.70 251 2,374 44 95 486 2,841 USD 304 2,382 58.50 416 2,712 0014107 Munn* 02111107 i"d► . 021M? $4.75 523 2,721 80% 548 2,585 78% Thursday • 0212107 fddq 02729107 $4,00 394 2,333 80% 84.40 409 2,118 82% 5 VVESTBOUND -HOUR. VOLUMES $3:80 472 9 j33 65% $245 461 1762 52% $270 5p aomms3200 524 2209 e6% 54.6 433 2329 2094 13.E 454. 1164 586 #370. 217 1MO 55% 1390 250 1,791 524 2296 : 163 . 1,428 ..4294 _ 92.85 203 1990 4195 0400 -0500. .$220 223:: 703 :.. ;21% 1220 32t :':: 084 . -20% ! `22.20` ' : X3 130 1122 XS 681. 19% $2.20 Xe 921 1914 0500 - 0800 `.. _:13.40488 ..:1,727 51% 2390 488. 1,671: 55% ; $3.5a 470 1,812 53% : 3390 416 1978 . � :$3.45 404 1;71d3: 52% 0600 -0700 : ;. 23.70 491 2.18.5,. 8514 : 33.70 591 Z429 74% 33.70 602 2,415 7114 .53.70 672 Z430 7194 33.00 ' 554 2,192 64% C700.08 t 5492 588 Z437 72% : $5.C6 470 24327 . 6214. $4.05 508: 2,456 7215:. $4.05 4242,37/ 65% 13.95 483 22.30 X% 0803•0000.: 33.70 260 2239_ .:86% 33.70 X7 1,944. 57% 33.70 287 2,955 83% saio 237 1,9X 57% 13.60 233 1986 60% 0100-1000 $2.95 187 .1,755 .:..5214 22.95 _ :190 1,649:. :45% :2295 .. 202, 1,670 e% $2.95, 185 1,588.::47%2295 120- 1988 40%, 9211117 Tmotley 192f2t80F 02111127 ` Thuroetlg 9 1. 21310 AM nata 0400 - 0500 ° 9220 :: i140 531 : 16% 1220 : 235.. 705.... 2114 '9220 226 .. 730 ' .22%. ONO• 0300 .. $3.80 253 1,145 34% :.: 3310 464 1,926 56% . $9.80.:: : 502 1,928 57% 0600.0700 $3.70. 170 1,071 _32% . , `23.711 509 . un 70% 13.70 90 2394 7011. 0700 - 0S� , 64.05 174 977. 2914 : 14.05 479 um 71% 14 06 496 2,340 09% woo o9co " 13.70 167 1,orri so% 23.70 325 2,304 62% san 222 Z088 61% 0900 1000 ' 32.95 . 232 . 1,084 31 % 12.96 .215 1,711 60% 3295 222 . .1,731 51% 1220: 211 734 22% $3.80 480 1,683 55% 23.70 636 2,414 71% 2405 511 2,335 70% WO 255 2,178 84% 92.95 171 1,643. 48% 32.20 200 723 ' 2114 22.20 197 712 21% $3.80 429 1,711 50% 33.80 382 1,528 45% 23.70 439 MU 63% 53.70 355 1,N2 5 $4.05 540 2,438 72% 2605 595 Z571 78% 13.70 271 2,258 85% 33.70 224 2395 70% 12.95 163. _ 2911 59% 12.95 189. 2,105. 8244 13220 212 708 21% 32 179i 5114 17% , $ 280 4 $ 1,795 . : 53% : 1245 423 1,780 52% . 8270 487 2,216 85% . *SO 525 2268 88% ;4.M .420 2,321 Mt% $3.95 411 1915 58% $3.70 237 2,0112 61% UN 200 1,523 45% $295 972 1.710 50% $295. 157. 1222 36% us e rvice and Vio a tons Processing Customer service ° and Processing activities at OCTA's operating contractor, Cofiroute USA, continuer at a busy and productive rate. During the eight months ending February 28, 2007, a total of 2M,848 incoming calls were received at the Customer Service Center. All performance levels specified in the operating contract were well within established standards. Incoming Email Activity During February, the Anaheim Processing Center received a total of 3,685 &nails, with a year c. date total of 30,078 e-mails. Incoming Call Activity C 'N TER ACTIVITY February-07 al Calls I A of Total Tow Performance Measure REPORT NAG REQUIREMENT February Repor"g = PERFORMANCE STANDARD Performance Period l r a€t.cc .;. Cla Welt TIT* Abandon Rate Customer Satisfaction Monthly Convert Violators to Cuitomeis VIOLATION PkOCESSING Response Time CUM Violation Coition Rate TRAFFIC OPERATIONS lr isi & Secondary Rows *Plate Misread Errors Cam' Response Time a monthly ACCOUNTING ExceptIont , No more than 3 INFORMATION TECHNOLOGY TollPro Uptime 100.00% Network 1ptime e 100-00% Ply Misread Error performance is accumulated over a 80-day Period. Percentage reported is as.of the end of fiber 2, • . Not to exceed 120 seconds No more than 4.0°% At least 75 outbound calls • 574 2 0%. Monthly Quarterly Monthly Quarterly ply Monthly Monthly Monthly Monthly 5.0% or more cio% Annually) within 2 business days of receipt 70% or more (74% Annually) to or less than 15 clays to or less than 0.4% 20 minutes per call 99% Availability 99% Availability 3 0.07% . 14 D The 91 Express Lanes has experienced continuedgrowth in the number of drivers using the facility since its inception. T"ha stea h be � b n r or ders in Ysteady _ Y circulation each year. At the end of February 2007, the 91 Express Lanes had 119,908 awe customer amour, with 175,0 88 transponders assigned to the accounts. Total transponders available for distribution amounted:to 16,072 transponders. TRANSP Issued DER DISTFZIBLITIOI\I f' ebrtsa -07 Taus of Total f Jan ary-07 Tags oi'f, of 'Tote Average} To New Accounts 1;015 43 8% 1,119 40..1 % 1,146 Additional Tags to Existing; Accounts 606 26.1 % 747 26.8% 685 Replacement Transponders 699- 30.1 % 926 33.2% 948 Total Issued 2,321 2,792 2,779 Returned ::. Account Closures E 603 40.8% 655 39.7% 644 Accounts Domsizing 177 12.0% 201 12.2% 199 Defective Trap ceders 697 47 2% 795 48.2% 888 Tel Returned 1,477 1,651 1,639 Net Distribution ; , 844 1,141 1,140 INVENTORYSTATUS Ohl-llANO: Internal ;External T( to Available -for Distribution 15,954 118 16,072 Customer -Returned Tag Classification 1. Under Warranty - Return tic Sirit 459 2. Out of Warranty - Destroy 900 3. Not yet Classified 1,574 Total On -hand: 19,005 CURRENTLY ASSIGNED TO ACTIVE ACCOUNTS: 175,088 8 91 Express Lanes Operating Statement YTD as of February.28 2007 ` YTD Variance Deem on Actual. .. Dollar' Percent [@, t/9 Operating, revenues: Ton revenue ' 25,023,447.95; $ 19,577,183.00 $ 5,446,264.95 27.8 Fee n3venue 5,815,180.53 2,397,363.00 3,417,817.53 142.6 Other revenue 51,497.04 400,788.00 (349,290..96) (87.2) Total •• II , revenues 30 890 125.52; 22'375'334.00' 8 514`791.52 _ 38.1. Operating expenses: Contracted serfs 3,681,658.12 3,731,518.00 49,859.88 1.3 Administrative fee 986,392.138 1,530,928.00 564 535.12 36.9 Other professional services 680,844.00 1,994,704.00 1,313,860.00 65.9 Credit card processing fees 726,306.08 732,600.00 6,293.92 0.9 Toil road account servicing 541,656.91 532,800.00 (8,856.91) (1.7) Other insurance eirpense 219,525.03 750,0(10.00 530,474.97 70.7 Toll road maintenance supply repairs 111,571.49 253,080.00 141,508.51 55.9 Patrol services 270,547.46 299,700.00 29 152.54 9.7 Building equipment repairs and maint 239,419.01 473,862.00 234,442.99 49.5 Other services 40,288.03 199,800.00 159,511.97 79.8 Adyertising.fees 88,806.46 259,404.00 170597.54 65.8 Utilities 21,865.50 13,320.00 (8,545.50) (64.2) Office expense 90,974.15 125,176.00 34,201.85 27.3 Bad debt expense 4,373.40 - (4,373.40) N/A Miscellaneous 219,598.23 195,554.00 (24,044.23) (12.3) Leases 264,671.06 321,348.00 56,676.94 17.6 Property taxes - - - WA Depreciation and amortization 6,177,990.25 - (6,177,990.25) N/A Total operating expenses 14,346,488.06 11,413,794.00 12,932,694.06) (25.7) Operating income (loss) 16,543,637.46 10,961,540.00 5,582,097A6 50.9 Nonoperating revenues (expenses): Interest income 1,816,843.39 1,288,737.00 530,106.39 41.2 Interest expense (6,7'75,317.59) (6,990,898.00) 215,580.41 3.1 Advance refunding escrow - - - WA Total nonoperating revenues (expenses) (4,958,474.20) (5,704,161.00) 745,686.80 13.1 Transfers In - - - N/A Transfers out - (5,675,660.00) 5,675,660.00 100.0 Net income (loss)) $ 11,585,163.26 1 $ 10,933,039.00 I $ 652,124.26 1 6.0 Capital Asset Activity During the eight months ending February 28, 2007, capital asset activities included approximately $1,717,800 related to the 91 Express Lanes Pavement Maintenance project, $247,022 for the purchase of transponders and $346,186 related to tenant improvement and equipment purchases. Ex 10 ATTACHMENT C , stoo s :Rood ..Mt.r0h. 2007 i •. As of March 31, 2007 • Total traffic volume on the 91 Ems Lance for Marti 2007 was 1,292,581. is represents a daily average of 41,698 This is a 57% increase in tout tic volume from the same peril last year when traffic levels ;tamed 1,2.23?010 Potential toll revenue for the month vas $3,663,198 which represents an increase of :7.9% from the prig year's total of ,393,921. Gard fog- the month was 19 914 compared to the previous ear's rate of 13.1 %. percentageP� P Y Month -to -date traffic and : revenue data are summarized in the table below. The following trip and revenue statistics table represent all trips taken on the 91 Express Lanes and associated potential' revenue for the month of March 2007. Gamut Monthdto-Date of March 31 2007 Nil TOO Lanes 1,03 ,581 3+ Lard 257, 001 Gross Trip _ 1,292,581 44,210 000 24,100 88,310 }! Ff �.. �y' :✓ 991,371 232,900 1 224271 Average Full Tali Lanes . $3.0 ' $3.39 $0.07 _ 2.1%.: $3,36 3.3 Average 3+ Lanes. $0.33 $0.32 $0.01 31% Average Gross Revenue $2 83 $2.81 $0.02 0.7% $2.78 1.8% 2 The '2ooer2007 fiscal year-to-date traffic volume is 3.8% higher than the same period last year and continues to be above, Vollmer's projections. The 2008f2007 fiscal year-to-date revenue is 8 5% higher than the same period last year and is still above Vollmer's projections. Year-to-date average hourly revenue per, trip for the month ending March 31, 2007 is $0 05 or 1.8 percent less than projected by Vollmer. 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 2006 through March 2007. F scad 2007 Y r-To.Date as of march 31g 2007 3+ Lanes nes r Average Full Toil Lanes _ Aver 3+ Lines ‘Average Cross Re9lenue 2,278,566 $3.40 $0.30 $2.76 $2.81 (TAM (1:8%) $2.64 4.5% 2,08 900 9.4% rfkh...k'? (0.9%) 2,123,356 $3.23 7.3% . 15.7 .f0 f 8.5% 5.3%. $3.43 ($0.03) $0.28 $0.02 7.1 % $0.28 71% . • Traffic and Revenue Summary The chart below reflects the total trips breakdown between Full Toll traps and HOW+ trips for Fiscai Year 2006/07 on a month basis.. 1,400, 000 . 1,225,000 1,050,000 875,000 700,000 525,000 350,000 176,000 J*08 Fiscal Year 2006-2007 Traffic Volume Overview f 2 67, 7 0'8 ! 3 249,642 � I 2d7,862 ' '252.420 � 270;82tf = , 2366,162 Aug-08 " . 08 Oct 08 Nov-08 • Dao-08 Jan-07 : Feb-07 War-07 Apr-07 May-07 ,Jury-07 Month ® Fun Tod Lanes r 3+_ Lanes I The chart beloW reflects the gross potential revenge breakdown between Full . Toll trips and H©V3+ trips for Fiscal Yeas" 2006f07 on a monthly basis. $3,580,000 $3,400,000 m $3,220,000 $3,040,000 $2,880,000 $2,680,000 $2,500,000 73,455 Fiscal Year 2006-2007 Revenue Summary 7"6.638 85,03 839 ,57 C� 70,5 27 �. 30 9 ,3,418,013 3, 373,b34 3,180,794 338,025' :3,218,495 1257,42, , I3,214,076 :,01=F,53'S I I € Jul-08 Aug-03 Sep-06 Oct-08 Nov-06 Dec-06 Jan-07 Month I Fug TiU Lama ■ 3+ Lanes I Feb.07 Mar-07 Apr-07 fifty-07 .fun-07 4 Sixty-six times during the month of March 2007, peak houreastbound traffic as reflected in the chart below exceed 90%1 or more of defined capacity, with the highest volume at 100% of defined capacity on Tuesday, March 6 at 5:00 pm. As demonstrated on the next chart, westbound pear hour tragic volumes top out at 76% of defined capacity. EASTBOUND PEAK -HOUR VOLUMES PM Tim 1400.1500 1500 -1600 11300.1700 1700.1800 1800 -1-900 1900.2000 PM Thee 1400.1500 1500-1600 1600-1700 1700-1800 1800.1900 1900-2000 PM The 1400.1500 1500.1800 1500-1700 1700.11100 1800 -1900 1900.2000 P61 Tiara 1400 1500 1500-1600 1600 -1700 t700.1800 1800-1900 1900 - 2000 PM Time 1400 1500 1500-1600 1600 -17t0i 1700-1800 1800-1600 1900.20 0 3&65 444 3,024 89% $3.95 514 2,973 87% MO 355 1,814 53% Monday ' 0311E107 r NA* 33.70 255 2,122 62% ..:.3;107 . . 96.65 448 3,023 89% 6195 466 2,809 83% 32.80 341 1,878 55% Monday 03H0107 ATANZ $3.70 219 Z004 59% $195 470 . Z137 . 83%'. 92.80 321 1.669 , 49% r- lion* y Tuesday 07108107 $3.70. 253 2,199. 65% $8.00 $4.70 $2.80 486 2,996 88% 542 2,940 88% 358 Z470 73% TuAsday 03126107 63.70 16 $8.00 11.75 $4.70 _ $2.80 nil l �# � 2,081 61% $6.55 474 Z981 $8.65 •• 451 2,920 $3.95 505 2,671 $2.80 297 1,578 *Fatality accldonl on 3127107 88% 136% 79% 46% 225 Z1130 84% 464 Z950 V% 515 3,036 '89% 314 Z093. 59% ..,,day :..w12272i $3.70 267 Z413 71% $3.95 , 448 Z867 84% $&00 412 Z749 81% $7.75" 2 84 2% $4.70* 1 728 21% $2.80* 1 130 4% Wed/today 03107187 53.7 Thursday 53101107 $3.80 278. ' Z523 74% $4.00 451 .2,712 80% Thursday .03108107 4 Z,310 68% $3.80 275 2,479 4107 $2.M1 445 2,402 0?121t07 03115/07 71% $4.00 371 2,386 70% 33.70 246 2,242 56% $420 490 Z779 82% $2.80 325 ' ' Z009 59% Wadnosday 031tw $3.70 289 2,346 69% $4.20 521 2,98i 8896 $2.80 353 Z,060 61% Thrusd!ry : y 03d�07 . : • 33.80 313 Z461 72% 025 U3 Z939 16% 65.75 .492 2,827 83% $4.00 401 2,213 65% Thursday OtlIMI I -f Y l,llr.`l�MhMl M�i� .. $3.80 .264 2,417 71% $9.25 511 3,029 3,y $4.00 396 Z 118 62% 89% 73% 61% Frklay 03912107 $440 496 2,170 64% Friday U/09107 82% $4.75 574 Z863 84% $4.40 453 2,093 82% may 03111107 $4.35 422 3,024 89% $4.75. 523 2,647 78% 344D 461 .Z083 61% Friday 0323107 K, 67.25 4611 3,020 34.75439. 2,488 $4.40 437 Z063 03130107 Km 493 Z765 81% $4.40 495 2, t23 62% A! Male 0400-0500 0500-0500 s 0600:0700 „ 0700 -:0800 0600-09CO3 . 0900 -:1000 AM Time 0400-0500 0500 - 0800 ' 0600 - 0700 0700•-:0600 0800 -:0900 0900.-1000 'Monthly 13105,07 !ififoititft.fa,g'�It $2.20 236 : 757 22% 53.60 478: 1,963 5170 540 2,372 70% $4.05 539 . 2,335 69% $1.70 229 1936 57% $2.95 :. _ 203:.. 1,660 :. 49% Tuesday 0 107 52.20 2.% .. n3 $180 631 Z047 $3.70 593 2,546 $4.05 480 2,285 $170 259 4,939 $2.95 .. 193 1,464 21% 60% 75% 67'% 57% 449E $220 239 710: $340 531 1,962: :;.$3.70. 570 Z472 $4.05 502 Z380 6310 253 2,010 $2:95 .. 201.. , :1,512. 21% 58% 73% 69°% . 59%.: 44% $2.20 $3.60 $170 $4.05 $3.70 $2.95 0301167 243 .:..• 767 :.: '23% 11 1,988 5896 551 • 2 7196 580 2,428... 71% 241 .1,067 5616 . 183. . 1,041 48% Thutedry 244 $3110 .445 $3.70 593. $4.05 512 $3.70 232 $2.95: 215 $2.20 205 031 19% $3.45 454 1,040 54%' 5160 550 Z343 69% $3.95 434 2,063 51% 53.60 232 . 1,700 N % 02.95 .198 1,401 41% 7 ..,9.. 21%: $i 20 209 865 20% 1,800 47% $3.45 459 1,810 53% 2,559 76'5. $3:60 530 2,140 63%' 2,382 70'% $3.95 441 Z129 03% 1.067 56% $3.60 232 1,671 49% 1,90t 56% $2.95 177 . . t;412 42% , (�/ M Time 0500-0600 0600-0700 ; 0700 0800 - 0800.•'090D 0900.1(5(9 : 031121117;:., lifitt.113$Olikt 240 E. 850 :: 25%, . 906 2,195. 65% 578 2,533 . 7516 • 500 . 2, :73% 284 Z37'5: 70'%, 188 .:.1,952 . 57% $3.60 $4:05 :5170 $2,95 T 0N11/87 riedsolday 03114067. , ''Thursday 03115/07 Ys^ya $2.20 248 738_ 22% $3.60 4 1,920 58% .: 53,70 562 2,435 72% $4.05 544 2,303. 70% $170 272Z078 61%. $2.95 _ ..194 ..1,77e 52% Sit : $2.20 242 711 21% $3.60. 531 .1,886 55% 53.70 :490 Z212 05% $4,05 587 2,552 7516 $3.70 300 2,219 6516 $2.95:.. 230 1,768 5216 $2.20 240 720 217. $3.60 508 1,921, 57%. $3.70: 578 2,487 73% $4.05. 507 2 67'% $3.70 271. Z 183 64% $2.95 210. 1,633. 5496 $2.20 221 662 19% $145 486 1,804 53% $3.60 608 7,265 67% $3.95 465 Z082 01% $3.60 223 1,616 48% $2.95 207 1,415 42% Thne 0400- ONO 0500-0600 080E :0700 0700=08130. 0800 -0900 091X) -1000 Tuesday OM= 0 236 724 .:.:: 21%:. $2.20 210 .: 650 ;19% 5 $3.80 ' 48/ : 1,889 56% $3.60 447 1,076 49%, 03.70 568 2,355 69% $3.70 469 t;698' 58% $4.05 503 Z320 66% $4.05 469 1,910 56% $3.70 245 1,985 58% $3.70 273' 2,010: 511% $195 190. 1,4N 449E ' $2.95 , 212 .1,844. 54% Maw` 03119107..:': $2:20 $160 $3.70 $4.05 23/0 $215 0318110i Tlureday 0=07 224 604: 20% . $i 20 222 639 t 424 1,643 489E $3-66 434 9,618 48% 407 1,721 51+% ..;$3.70 491 1,860 55% 432 1,787 52% $4.05 79 233 7%'. 303 Z017 59%: $3.70 318 1,705 5096 209 2,017.. 59%: :$2.95. 283 _ 1,881 55% 2 20: $3.60 $3.95 $160 $2:95 . .:.312007 • 507 425 1.581 510 1,842 428 1,724 238 1,778 207 . 1,449. 17% . 47% 54°% 51% 52% 43% $2,20' 226 713. 21% $150 476 1,M 52% $3.70 517 1,971 58% 54.05 485 2,020 59% $3.70 270 1,864 55% $2:95 198 1A75 43% S2 2t1 236 845 2496 $3:60 425 1,872 55% $170 486 Z105 02% $4:05 455 Z074 61% $3.70 237 1,888 56% $295 1n 1,446 43% $2.20' 23+5 700 211E 43.80 460 1,803 53% $3.70 533 Z111 529E $4.05 477 2.106 82% $3.70 252 1,911 56% $2.95 215 1,836 54% $2.20 244 766 23% $3.80 498 1,759 53% $3.70 523 2,060 61% . 04.05 473 2,056 60% $3.70 250 1,852 54% $2 95 218 1,583 47% 'p Customer ervice and Violations Pro essin+ Customer service and Processing activities at TA=s operating contractor, Cafiroutfe USA, continuedat a y and pr ` rate. During the nine months ending March 312007, a total of 312,167 incoming calls were received at the Customer Ser ve Center. All performance teals specified in the operating contract well within established standards. incoming ail Activity During March, the Anaheim Processing Center received a total of 4,618 emails, with a year -to- . date total of 34,696 ails. Incoming Gall Ac CALL CENTES Repress rs#aiti Answered r n-ill To Cabs G.. of Total . Total Calls: alp of Total • 21,025 1,05e 38,E . 18,089 851. 32,606 2 0% Average. 19,398 14,387 85,1 Cal Wait Time Abandon Rate Customer Satisfaction Convert Violators to Customers . Monthly Not to'exoeed 120;seconds mote * No more than 4.0% . mammy At least 75 outbound calls Quarterly 8.0% or more (10%-Anri l y).. VIOLATION PROCESSING Response Time. CUaA Violation Collection Rate TRAFRC OPERATIONS Initial & Secondary Reviews *Plate Misread'Errors CAP Response Time ACCOUNTING Exceptions Monthly ouirterty within 2 business days of receipt ................... 70% or more (74% Mnualiy) monthly = to or less than 15 days monthly = to or less than 0.4% Ivey 20 minutes per calf No more than 1NFORMATION TECHNOLOGY Tollpro t tune monthly 99% Availability 1 Network tlpiinne" _ .. month*_... ....,__ 99 �._.._ ,...___ .._...,. _ ........ _ . �i6 Availability '100% to Misread Error performance is accumulated over a +may period• Pementage repoited is i the end of January 2007 Transponder Distribution Status The 91 Express Lanes has experienced Continued growth in the number of drivers using the facility since its inception. The steady growth Can be measured by the number of transponders in circulation each year. At the, end of March 2007, the 91 Express Lanes had 119,749 active customer accounts, with 17.5,595 transponders assigned to those aunts. Total transponders available for distribution amounted to 13,369 transponders. 125,000 105,000 85,000 65,000 45,000 25,000 TRANSPONDER DISTRIBUTION rued iilarch-07 February-07 FY Tags � or Total Average To NW/ Accounts 1,021 37.5% 1,016 43.8% 1,132 Additional Tags to Existing Accounts 715 26.2% 606 26.1% 688 Replacement Transponders 989 36.3% 699 = 30.1,% 953 Total issued 2,725 2,321 2,773 Returned Account Closures Accounts Downsizing Defective Transponders 703 41.9% 603 40.8% . 651 212 762 Total Returned 1,677 12.6% 45.4% 177 697 1,477 12.0% 47.2% 200 874 .1,643 'TRANSPONDER INVENTORY STATUS TRANSPONDERS ON -HAND: Internal External Tt l Available for Distribution: 13,266 103 13,369 Customer -Returned Tag Classification 1. Under Warranty - Return to Sint: 469 . 2. Out of Warranty = Destroy:. 2,100 3. Not yet. Classified: 1,977 Total Transponders On -hand: 17,905 TRANSPONDERS CURRENTLY ASSIGNED TO ACTIVE ACCOUNTS: 175,595 01996 01997 1998 01999 ■ 2000.0 2001 0 2002 0 2003 1112004 0 2005 0 2006 2007 History of Growing Number of Accounts by Fiscal Yesir As of March 31, 2007 8 Operationa Highlight On-roadors Custorrier Assistance Specialists (CAS) responded to 174 calls during Mardi.a CAS team received 1 calls to assist disabled vehicles, 48 calls toremove debris and conducted 23 assists or traffic ;breaks. Them were 7 accidents in the Evress Lanes and 5 accidents in the general- purpose lanes. Projects Update Traffic Operations Center The cons 'on permit has been secured. Construction of the TIM traffic operations center is set to begin the second week of April and it is anticipated project will be completed in June 2007. In -lane Cameras Replacement All thirty-five existing cameras have been replaced and installation of , the fiber optic video transmitters have begun. Pan/tilt/zoom and video recording biliti; are scheduled to be operational by the end of April. 91 Express Lanes Operating Statement YTD as of March 31, 2007 YTD;Variance Description _Actual Budget Dollar<8' Percent Operating revenues: Toll revenue 28,519,675.14 $ 23,988,823.00 $. 4,530,852.14` 18.9 Fee revenue 6,1360,285.87. • 2,881 870.00 `' 3,778,415.87 131.1 Other revenue 617.35 ` - r :. 617.35 WA Total operatln, revenues 35 180 578.36 26 870 693.00 8 309 885.36 30.9:. s .I: w..,, 'g. Pitt Operating expenses: Contracted. services' 4,156,128.50 4,202,160.00' 45,031.50' 1.1 Administrative fee 1,087,191.99 1,722,294.00<: 635,102.01 38.9 Other professional services 710,982.13 2,329,032.00': 1 A18,049:87 69.5 Credit cans processing fees 824,552.38 825,000.00 447.62 0.1 Toll road =auntserviang 840,394.35' 600,000.00 (40,394.35) (6.7) Other insurance expense 252,583.58 875,000.00 622,436.44 71.1 oIl road maintenance supply repairs 124,448.99' 285,000.00' 160,551.01 58.3' Patrol services 327,375.79^ 337,500.00 10,124.21' 3.0 Building equipment repairs and maint 270,301 20, 533,828.00 263,326.80 49.3 Other services 40,288.03 225,000.00 184,711.97 82.1 Advertising fees 102,206.46'= 292122.00 189,915.54' 65.0 Utilities 22,706.87 15,000.00' (7,706.87) (51.4) Office expense 120,627.99 140,964.00 20,338.01 14.4 Bad debt expense 4,695.85 - (4,695.85) WA Miscellaneous 239,406.35 217822.00 (21584.35) (9.9) Leases 315,805.15 361,878.00' 46,072.85 12.7 Properly taxes - - WA Depreciation and amortization 6,951,011.27 - (6,951 011.27) WA Total operating expenses 16,190,686.86 12,962,400.00' (3,228,286.86) (24.9) Operating income (loss) 18,989,891.50 13,908,293.00 5,081,598.50' 36.5 Nonopereting revenues (expenses): Federal assistance grants 441,000.00 (441,000.00) (100.0) Interest income 1,706,945.69 1,401,413.00 305,532.89 21.8 Interest expense (7,729,858.39) (7,872,633.00) 142,774.61 1.8 Other .. 50,879.89 10,338.00 40,541.69 (392.2) Total nonoperadng revenues (expenses) (5,972,033.01) (8,019,882.00) 47,848.99 0.8 Capital contributions - - WA Transfers: in. - - WA Transfers out (382,500.00) 382,500.00 100.0 Net income (loss) $ 13,017,858.49 1 $ 7,505,911.00' $ 5,511,947.49 73.4 Capital Asset Activity During the nine months ending March 31, 2007, capital asset activities included approximately $1,996335 related to the 91 Express lanes Pavement Maintenance and the Anaheim tenant improvement projects, $247,022 for the purchase of transponders and $332,844 related to equipment purchases. ret 10 fl ;I ern OCTA Item 3 May 18, 2007 To: State Route 91 Advisory Committee From: Kirk Avila, General Manager, 91 Express Lanes �4 9 P Subject: Stantec Inc. Update on Traffic and Revenue Overview The Orange County Transportation Authority contracts with Stantec Inc. (formally known as Vollmer Associates LLP) to provide traffic and revenue forecasting services for the 91 Express Lanes. In fiscal year 2007, Stantec Inc.. was asked to update the 91 Express Lanes Traffic and Revenue Study. A representative from the firm will be present to provide an overview of the results of the updated Traffic and Revenue Study. Recommendation Receive and file as information item. Background The Orange County Transportation Authority (Authority) contracts with Stantec Inc. (Stantec), formally known as Vollmer Associates LLP, to provide traffic and revenue forecasting services. Stantec analyses were used to assist the State Route 91 Advisory Committee with a toll policy recommendation, which was subsequently approved by the Authority's Board of Directors in 2003. In addition, Stantec produced an extensive Traffic and Revenue Study for the purpose of refinancing the 91 Express Lanes taxable debt. In fiscal year 2007, Stantec was asked to prepare an updated Traffic and Revenue Study which incorporated recent 91 Express Lanes trafficand revenue data and changes to the 2003 State Route 91 Implementation Plan. In addition, the updated study presented traffic and revenue projections under three alternatives to the baseline scenario. Gerald Nielsten, from Stantec, will be on hand to provide an overview of the. results of the updated Traffic and. Revenue Study. Orange County Transportation Authority 550 South Main Street / P.O. Box 14184 / Orange /,California 92863-1584 / (714) 560-OCTA (6282) Stantec Inc. 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XitmoD ap!siomx u salmi ssaidxa III 211pjmg urns puu TfiZ-lls off: uo pauuoj twit& sauul ssanha ling se uoisuapka qc ()pumas e sucgaa rom anumal muajod sso 9 pue a„jeij, sawn ssaxdxa � 6 to e • ATTACHMENT B MEMORANDUM TO: Orange County Transportation Authority FROM: Vollmer Associates LLP DATE: February 1, 2007 RE: 91 Express Lanes Traffic and Revenue Update EXECUTIVE SUMMARY As requested by The Orange County Transportation Authority (OCTA), Vollmer Associates (Vollmer) has updated the traffic and gross potential revenue projections for the 91 Express Lanes that we made in October 2003. Both the traffic and gross potential revenues have exceeded our projections from our work in October 2003. Average daily traffic (ADT) on the 91 Express Lanes for fiscal year (FY 2006 starts on July 1st, 2005 and ends on June 30th, 2006) 2006 was approximately 38,800 vehicles which is 15 percent higher than the original projection made in October 2003. Annual gross potential revenue for FY 2006 was approximately $37.5 million, which is approximately 18 percent higher than was previously forecasted. Traffic and gross potential revenue have increased at an average annual rate of 12.3 percent and 12.1 percent, respectively, from FY 2003 to FY 2006. Traffic and gross potential revenue increases can be attributed to the heavy congestion that drivers experience while traveling on . the Riverside Freeway / SR-91 general purpose lanes. Low travel speeds, especially during the AM peak westbound and. PM peak eastbound make the free -flowing 91 Express Lanes an attractive option. More drivers in the corridor have been willing to pay the toll to take advantage of the time savings than were assumed in the October 2003 work. The updated traffic and revenue model incorporates recent 91 Express Lanes traffic and gross potential revenue data, and count data from the Riverside Freeway / SR-91 general purpose lanes. A notable change to the model is the allocation of more eastbound SR-91 corridor traffic to the 91 Express Lanes during the AM peak, PM peak, and evening periods than in the 2003 report, resulting in the higher volumes, higher forecast toll rates, and the higher gross potential revenue that are currently observed. OCTA's revision of the year 2003 State Route 91 Implementation Plan also necessitated new traffic and gross potential revenue projections. Major differences between the 2003 and the current 2006 State Route 91 Implementation Plan are: ➢ Improvements scheduled for year 2008 have a new targeted completion date of 2011 Riverside Freeway / SR-91 capacity improvements previously scheduled for completion in 2013 are now projected to be finished in year 2015 and year 2020 91 Express Lanes Traffic and Revenue Update February 1 2007' Page 2 of 49 ➢ Provisions are made for Metrolink service and station improvements not identified in the 2003 plan The changes in project completion dates are due to the refinement of project costs and availability of local and state resources. The changes in project completion dates result in higher traffic and gross potential revenue forecasts in the interim years than were provided in the October 2003 study. By year 2020 many major improvement projects are anticipated to be completed. Gross potential revenues are expected to be lower than prior forecasts as additional transit service, amongst other factors, . results in lower corridor demand and thus lower 91 Express Lanes traffic and gross potential revenue. The updated model is also used to provide traffic and gross potential revenue projections under three alternatives to the baseline scenario not presented in the ` October 2003 study: • Scenario 2: Extend the 91 Express Lanes from the Orange / Riverside County Line to the Corona Freeway / 1-15 by providing two reversible express lanes by year 2015. The lanes would generally serve westbound traffic during the morning and eastbound traffic during the afternoon and evening. Variable tolls high enough to ensure a congestion -free ride on the extension would be charged in Riverside County. ➢ Scenario 3: Extend the 91 Express Lanes from the Orange/ Riverside County Line to 1-15 in both directions by year 2015. Instead of reversible express lanes between the county line and 1-15, a .full two-lane per direction facility would be provided. Direct connector ramps between the Eastern- Transportation Corridor / SR-241 and. the 91 Express Lanes (241 DC's) would be constructed by year 2030. Motorists using the extended express lanes would also be charged a toll as in Scenario 2, while those using the proposed 241 DC's would pay a toll that is equal to half of the charge for using OCTA's 91 Express Lanes. ➢ Scenario 3b: Similar to a full 91 Express Lanes extension, but include direct connector ramps between the 91 Express Lanes extension in Riverside County and the Chino Valley Freeway / SR-71 in addition to .the 241 DC's by year 2030. 91 Express Lanes forecast traffic and gross potential revenue under the three alternatives are similar to those in the baseline scenario. To a large degree, the decision to use either OCTA's 91 Express Lanes or the proposed extension of the 91 Express Lanes in Riverside County is expected to be independent. Motorists will choose to use the 91 Express Lanes because of the travel time savings in its 10 mile span. Travel time savings from using the 91 Express Lanes is expected to be unaffected by motorists' travel decisions elsewhere. VC')I.I 'O€ R 1 PROJECT DESCRIPTION 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 3 of 49 The 91 Express Lanes opened on December 27, 1995, and have provided an additional four lanes of capacity in the Riverside Freeway / SR-91 corridor to allow for traffic growth. The 91 Express Lanes, shown in Figure 1, is a four -lane, 10-mile toll road built in the median of California's Riverside Freeway / SR-91 between the Costa Mesa Freeway / SR-55 and the Riverside Freeway / SR-91 interchange in the west and the Orange/Riverside County line in the east. Other than the adjacent Riverside Freeway / SR-91, there are no other competing freeways in the immediate area; the closest competing freeway is Pomona Freeway / SR-60, which is approximately 10 miles to the north. The Riverside Freeway /. SR-91 carries east -west traffic between Riverside and Orange Counties, and continues into Los Angeles County. In the Riverside County portion of the Study Area (Figure 1), the Riverside Freeway / SR-91 has eight general purpose lanes and two HOV lanes. Between the Orange/Riverside County line and the Costa Mesa Freeway / SR-55, the Riverside Freeway / SR-91 has eight to ten general purpose lanes and four toll lanes, called the 91 Express Lanes. Between the Costa Mesa Freeway / SR-55 and the Orange Freeway / SR-57, the Riverside Freeway / SR-91 has six general purpose lanes plus two HOV lanes. Traffic in the Riverside Freeway / SR-91 corridor is separated by yellow channelizers between the general purpose lanes and the 91 Express Lanes. Vehicles not paying a toll and traveling on the four or five general purpose (toll -free) lanes in each direction are referred to as the general purpose traffic. Those vehicles using the two toll road lanes in each direction are referred to as the 91 Express Lanes traffic. The sum of the two streams of vehicle traffic is called the global traffic volume, and it represents all vehicles using the Riverside Freeway / SR-91 corridor. Figure Study Area 91 Express Lees Traffic and Revenue Update February 1, 2007 Page 4 of Old 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 5 of 49 2 91 EXPRESS LANES HISTORICAL DATA 2e / Global ' c Historical global overage daily traffic (ADT) traffic levels at the Orange and Riverside County Line on Riverside Freeway SR-91 from calendar year 1930 through 2006 are shown in Figure ° 2. The 91 Express Lanes ADT levels are also shown for context. The global ADT volume in 1995 was 207,000 vehicles. By 1997, the global ADT volume had . grown to 229,000 vehicles. From 2003 to 2006, global ADT volumes grew from approximately 264,000 to approximately 278,000 vehicles, an increase of Over five percent: Figure 2 SR-91 Historical Average Daily Traffic Levels 300000 250,000 200,000 m 150,000 a 100,000 50,000 0 1980 1985 Global ADT M 91 Express Lanes ADT. 1990 1995 Calendar Year 2000 2005 * 91 Express Lanes opened December 27, 1995 ** 20N ADT global volume is estimated pursuant to the 2006 hourly simulation model calibration 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page6 of 49. 2.2 91 Express Lanes Traffic and Gross Potential Revenue Figure 3 compares Riverside Freeway / SR-91 global traffic to 91 Express Lanes. traffic . from the opening year of 1996 to 2006, with 1997 indexed to 1. This illustrates the above average growth in the use of the 91 Express Lanes. While Riverside Freeway / SR-91 AST has grown approximately 21 percent since 1997 (1996 is not used to compare growth rates because the impact of ramp -up masks the underlying traffic growth), an average annual rate of just over two percent, the 91 Express Lanes ADT has grown some 87 percent, an average annual rate of just over seven percent in the same period (1996 has been ignored to reduce the impact of ramp -up on the 91 Express Lanes). Since 2003, the 91 Express Lanes ADT volume has grown annually at over 12 percent. Figure 3 91 Express Lanes Historical Average Daily Traffic Growth (1997 Indexed to 1) 2.00 1.80 A 2 1.60 W 1 1.40 C 6 1.20 1.00 • 0.80 • 0.60 t 0.40 a 0.20 0.00 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006* Global 9.1 Express Lanes Calendar Year 2006 global volumes are. estimated FY 2006 ADT on the 91 Express Lanes was approximately 38,800 vehicles resulting in approximately $37.5 million in gross potential annual revenue. Since the October 2003 forecast, traffic and gross potential revenues have increased at an average annual rate of 12.3 percent and 12.1 percent, respectively, from FY 2003 to FY 2006 The drop in 91 Express Lanes ADT and market share in FY 2000 (see Figure 4 below) is directly attributable to the opening of the Eastern Transportation Corridor (ETC) in October 1998. The ETC provides an alternative to using Costa Mesa Freeway / SR-55 as a connector 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 7 of 49 to Riverside Freeway / SR-91 and access to the 91 Express Lanes. However, the new ETC toll road did not provide a connection to the 91 Express Lanes resulting in a reduction in 91 Express Lanes traffic and gross potential revenue. The decline in FY 2004 gross potential revenues versus FY 2003 in spite of the increase in traffic was due to a change in HOV-3+ toll policy. Starting in FY 2004, OCTA allowed HOV-3+ vehicles to travel for free during all hours and in both directions, with the exception of the 4 to 6 PAS -time period during the weekdays in the eastbound direction. Before OCTA acquired the 91 Express Lanes, the prior toll policy required HOV-3+ vehicles to pay a 50 percent discounted toll during all hours in both directions. The average overall daily market share of vehicles using the 91 Express Lanes is currently approximately 14 perc,ent of the Riverside Freeway / SR-91 ADT global volume, a figure that has risen consistently from its 2003 share of approximately 11 percent. The 91 Express Lanes' market share exceeds 30 percent during peak hours (the 91 Express Lanes represent about 33 percent of the Riverside Freeway / SR-91 corridor's capacity) when volumes are greater and <the general purpose lanes are more congested, and are less than five percent during the less congested off-peak periods. Figure 4 91 Express Lanes Historical Daily Traffic and Gross Potential Annual Revenue so.° $35.0 a $30.0 ro $20.0 $15.0 m.0 4 $5.0 1996 1997 1998 1999 40,000 35,000 30,000 a 25,000 < 20,000 15,000 it et 10,000 5,000 0 2000 2001 2002 2003 2004 2005 2008 Fiscal Year BEE Annual Gross Potential Revartue (millions 91 Express Lanes ADT * FY 1996 (July 1995 to June 1996) accounts for about a half -year of traffic as the 91 Express Lanes opened for operation in December 1995. 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 8 of 4 Weekly traffic volumes and gross potential revenue on the 91 Express Lanes for FY 004 through 2006 are shown in Figures 5 and 6, respectively. Weeks With holidays or abnormal occurrences can be seen in Figure 5 below. Near the oenter of each graph is the week of the Christmas and New Year holidays. These graphs display the substantial year -over -year growth that has exceeded the grovvth forecasted in the October 200 study. 350,000 300000 E 250,000 200,000 150,000 100,400 50,000 Figure 1 Express Lanes WeeklyTraffic Volume 1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 49 52 -41- FY 04 --- FY 05 FY 06 Week of Fiscal Year (ending June 30th) Figure 6 91 Express Lanes Weekly Gross Potential Revenue $900,000 c $800,000 $700,000 $fi0O',000 $500,000 0 $400,000 e $300000 0 $200,000 • $100000 $0 13 I i f f l � _� i l. l l l i T i i. r l -T.i � � I L 13.S II 1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 49:52 Week of Fiscal Year (ending June 30th) -8- FY 04 - FY 05 FY 06 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 9 of 49 Eastbound and westbound 91 Express Lanes hourly traffic profiles for an average May weekday for FY 1999through 2006 are shown in Figures 7 and 8, respectively.. Eastbound, the broadening of the peak hoar portion of the curves is a result of the super- peak hours' (defined by the OCTA `toll Policy as an "hourly period, per day, and per direction with tragic volume use which rneets or exceeds the Trigger Point" of 3,128 vehicles) traffic levels increasing and the need for shoulder hours to accommodate spreading demand from the super -peaks. Both physical capacity constraints and OCT 's "doll Policy keep super:. -peak hours' throughput from exceeding the maximum traffic levels experienced today. Future SR-91 eastbound global demand growth will have to be : absorbed in shoulder and off-peak hours, which will increase the 91 Express Lanes eastbound market share and further broaden the hourly distribution curve. Westbound, morning peak hours of 6 t0 9 AM experienced FY 20 to-2'005 traffic volume growth of 30 to 40 percent. VVhile not as substantial, 91 Express Lanes westbound traffic volume growth throughout the day has been significant. 91 'Express Lanes Traffic and Revenue Update February 1, 2007 Page 10 0f 49 . Figure 7 s Lanes Eastbound Average May Weekday (Monday to Thursday) Hourly Traffic Profile 3,500 ,000 2,500 2000 1,500 1,000 500 0 12 00 AM3:00 AM 6:00 AM 9:00 AM 12:00'PM 3:00 PM 6:00 PM 9:00 PM Hour Beginning - '00 - --'01 '02 - 9 -'03 .04--4--'05 -106 j Figure 91 Express Lanes Westbound Average May Weekday (Monday to 'Thursday) Hourly Traffic Profile 3,500 3,000 2,500 2,0©0 > 1,500 1,000 500 0 ---al 12 00 AM 3:00 AM 6:00 AM 9:00 AM 12:00 PM 3:00 PM 6:00 PM 9:00 P Hour Beginning ---4-'99 -4 --'00 '01 '02 '03 '04 '05 --0 —'06 91 Express Lanes Traffic and .Revenue Update February 1, 2007 Page 11 of 4 2.3 -3+ H0V-3+ vehicles currently travel for free on the 91 Express Lanes during all hours except in the: eastbound direction on weekdays from 4 to 6 PM, during which time they pay a 50 percentdiscounted toll .:rate. This - existing HO-+ toll structure was implemented on May 19, 2003, =which is rear the end of FY 2003, Prior to January 1, 1998 OV-3+ vehicles traveled for free at all times. Between January 1998 and May 19, 2003, all O -3+ vehicles traveled at 50 percent of the posted tali' rate. For the purposes of our traffic and revenue pm1ections, in accordance with the Toll Policy, it is assumed that starting in FY 2011, H V- + vehicles will once again travel for free at all times. Figures 9 and 10, respectively, shove the weekday eastbound and westbound H V-3+ vehicle shares for FY 2002 through FY 2006. OCTA's Toll Policy change in 2003 resulted in a two to three percent increase in the share of eastbound 91 Express Lanes traffic that are H V-3+ vehicles during daytime hours. Overnight, lower overall 91 Express Lane traffic levels result in more inconsistent trends. Westbound, trends are not as clear during daytime hours, but similar HOV-3+ levels experienced eastbound also occur westbound'. Since OCTA adopted its Toll Policy in FY 2004, the H 3+ shard of 91 Express Lanes traffic has stayed at similar levels. 91 Express Lanes Traffic and Revenue Update February 1, 2007 . Page 12 of 49 Figure 9 91 Express Lanes Eastbound: HOV-3+ Percentage of Traffic 40 • 30% e 25%. 20% 6 15% O 10% • 5% 0% 12:00 AM 3:00 AM 6:00 AM 9:00 AM 12:00 PM 3:00 PM 6:00 PM 9:00 PM FY 2002 - FY 2003 -f-- FY 2004 FY 2005 E FY 2006 Figure 10 91 Express Lanes Westbound: HOV-3+ Percentage of Traffic 40% w 35°fc w gi 30% w w a 25% 20% + 1'5% 10% • 5% 0% 12:00 AM 3:00 AM 6:00 AM 9:00 AM 12:00 PM 3:00 PM FY 2002 —L.— FY 2003 —A— FY 2004 91 Express Lanes Traffic and Revenue Update Februaiy 1, 2007 Page 13 of 49 2.4 Hi r c l Toll Adjustments Since the opening of the 91 Express Lanes in 1995, toll rates have been increased 16 times. A selection of these toll rate increases for eastbound and westbound VVednesdays are shown on Figures 11 and 12 respectively (not all increases are shown for purposes of display clarity).00TA's Toll Policy requires toll rate increases when any hour's average hourly traffic volume exceeds 3,200 vehicles for at least six weeks in a 12 week period. In addition, the Toll 'Policy includes inflation adjustment on July l st of each year based on OCTA's contract inflation factor. OCTA's contract inflation factor is calculated by using a 75 percent Labor Index Adjuster and 25 percent Consumer Price Index Adjuster. There are currently three super -peak hours, all of which occur in the eastbound direction: to 4 PM on Friday and 4 to 6 PM Monday through Friday. There has also been one super -peak toll increase from 6 to 7 PM on both Tuesday ,and Thursday. 91 Express Lanes customers' reaction to super -peak toll increases has proven to be highly inelastic to date. Since the October 2003 forecast, there have been 12 dates on which a total of 46 ,super -peak toil increases have occurred'. The toll on the eastbound 91Express Lanes between 4 and 5 PM and .5 .and 6 PM on Thursday is currently $9.25, a $3.75 increase since 2003. In addition, the toll on Friday from 3 to 4 PM is also $9.25. Hourly usage of the eastbound 91 !Express Lanes continually exceeds 3,100 or 3,200 vehicles in the super -peak hours. Westbound traffic volumes have only warranted annual inflation adjustment toll increases. 91 express Lanes Traffic and Revenue Update February 1, 2007 Page 14 of 49 Figure 11 9.1 Express Lanes Eastbound Toll Rate History: Wednesdays $9.00 00 $7.00 -00 $6.00 0 $3.00 $2.00 $1.00 $0.00 12 00.AM 3:00 AM 6:00 AM 9:00 AM 12:00 PM 3:00 PM 6:00 PM 9:00 PM Hour Beginning —V--depr-98 i -00 w„- Nov-03 Oci-04 - - Aug-05 --a--,tar►-07 1 * Note: Not all increases are shown for better display purposes. Figure 12 91 Express Lanes Westbound Toll Rate History*: Wednesdays $9.00 — $3.00 $7.00 13 e $6.00 ,$5.00 $4.00 0 .00. $2.00 $1.00 $0.00 12 00 AM 3:00 AM 600 AM 9:00 AM 12:00 PM 3:00 PM 6:00 PM 9:00 PM Hour Beginning :X--Orig— —Apr-98 Aar-00 -01 - - JuI-04 Jul-05 -+--.fen-07� Note: Not all increases are shown for better display purposes. 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 15 of 49 3 MODEL. UPDATE 3./ Oct er 2003 Traffic and Revenue Projections Overview The goal of CTA's Toll Policy is to increase mobility in the highly. congested Riverside Freeway l SR-91 corridor by offering a congestion -free ride on the 91 Express Lanes. The 91 Express Lanes alternative has historically been most valuable to eastbound commuters who use the toll road on an as -needed basis when traveling home in the evening peak period. As the Riverside Freeway / SR-91 corridor expetiences increasing congestion during more hours of the day both eastbound and westbound, drivers have responded by increasing their use of the 91 Express Lanes. The hours when 91 Express Lanes customers are most impacted by toll increases, the super -peak hours of 3 to 4 P on Friday and 4 to 6 PM Monday to Friday eastbound, have shown highly inelastic demand characteristics. The result has been an extremely high growth rate for both 91 Express Lanes traffic: and gross potential revenue, averaging 12.3 . percent and 12.1 percent, respectively, annually from 2003 to 2006. Actual ADT on the 91 Express ;.Lanes for FY 2006 was approximately 38,300 vehicles, about 15 percent higher than forecasted. Annual gross potential revenue was approximately $37.5 million, about 19 percent higher than previously forecast. Figures 13 and 14 compare forecasted and 'actual 91 Express Lanes, weekly traffic and gross potential revenue, respectively, from FY's 2003 when the 2003 projection was made, through FY 2006. Figure 15 compares forecasted and actual 91 Express Lanes monthly average toll rates. Forecasted toll rates are average rates for the entire year since forecasts are trade on a yearly basis. As shown, the actual toll rates are almost always higher than those estimated in our previous forecast. 1 Express Lanes Traffic and Revenue Update Febtuary 1, 2007 Page 16 '0f 49 Figure 13 91 Express es Weekly Traffic: October 2003 Projections vs. Actual 350,000 300,000 it 250,000 et% q 200,000 e e 150,000 6/29/03 1229/03 6/29/04 12/29/04 6/29/05 1229/05 Week Beginning --•- Projected Traffic —Actual Tindfic Figure 14 1 Express Lanes Weekly Gross Potential Revenue: October 2003 Projections vs. Actual $900,000 $800,000 $700,000 $600,000 $500,000 $400 000 $300,000 6/29/03 12/29/03 629/04 12/29/04 6/29/05 1 Z29/05 Week Beginning Projected Revenue — - Actual Revenue 91 Exprses Lanes Traffic and Revenue Update February 1, 2007 Page 17 of 49 Figure 15 91 Express Lanes Monthly Average Toil: October 2003 Projections vs. Actual $300 $2.90 $280 $2.70 ° $260 I $2.50 $2AO 92.30 $220 $2.10 $2.00 July 2003 Jury 2004 T r l r z T I i. r r r I July 2004 January 2005 July 2005 January 2006 -•- Projected Avg Toll -a- Actual Avg Toll 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 18 of 49 3.2 Manual and Loop Count Program To supplement the 91 Express Lanes transaction data collected from the 91 Express Lanes, a manual and loop count program on the Riverside Freeway / SR-91 general purpose lanes was performed in June 2005 (loop count data was also provided for the 91 Express Lanes but the more reliable transaction data was .the focus for model development). Seven-day continuous 15-minute counts were performed from Monday, June 20t until Sunday, June 26th, 2005 at two locations: milepost 12.185 -and 17.053 (west and east of ETC, respectively). Fifteen -minute manual counts were performed from 5 AM to 8 PM on Tuesday, June 21 st and Friday, June 24th, 2005 at two locations, Weir Canyon and Green River Road, which also straddle the ETC. The count locations are shown in Figure 16. Figure 16 June 2005 Count Locations Loop Count Locations tU P 12185 ancl 17.053 The count program was necessary to gain information about hourly traffic volumes on the Riverside Freeway / SR-91 general purpose lanes and global traffic volume to capacity (v/c) ratios. Global v/c ratios combined with toil rate data formed the basis for market share curves used in our hourly simulation model. 91 Express Lanes Traffic and Revenue Update' February 1 2007 _ Page 19 of 49 . Overall, the loop and manual counts on the Riverside Freeway / SR-91 general purpose lanes offered inconsistent data. The loops in many of the Riverside Freeway / SR-91 general purpose lanes registered little or no activity during periods of heavy congestion. Missing or poor lane counts were replaced with estimates based on counts available from other lanes and time periods to create a more reasonable data set to work with. - Comparison of manual count data to loop data revealed inconsistencies with no clear relationship that allowed for reasonable adjustments. For this reason, the manual counts were largely ignored for model building purposes. Combining the adjusted Riverside Freeway / SR-91 general purpose lane ADT volumes from loop count locations 12.185 and 17.053 and the 91 Express Lanes transaction data provides a range of global volumes on the SR-91 corridor. Actual ADT global volumes range from 255,000 to 270,000. Congestion levels and 91 Express Lanes market share indicate this volume should be higher. For the purposes of our hourly simulation model, we maintained the October 2003 work assumption that ADT demand for the Riverside Freeway / SR-91 corridor in 2005 was 273,000 vehicles. 3.3 Hourly. Simulation Model Analysis of the 91 Express Lanes transaction data as well as the adjusted loop count data on the Riverside Freeway / SR-91 general purpose lanes from June 2005 formed - the basis for the updated hourly simulation model. Historical information from Caltrans was also used to develop an hourly distribution of global traffic in the Riverside Freeway / SR-91 Corridor. Typical conditions for hourly distribution of global traffic, hourly usage of HOV-3+ lanes, and daily relationships between global eastbound and westbound volumes were established. Also, the main driver of the 91 Express Lanes market share — global v/c data and its relationship to toll rates; — was studied extensively. A challenge throughout the creation of the hourly simulation model was the requirement to model demand for the SR-91 corridor (general purpose and 91 Express Lanes). Total corridor demand cannot be measured accurately for our needs because of capacity limitations on the roadway. This limitation is most obvious during congested peak periods. During periods of highest general purpose lane congestion, low travel speeds result in vehicle throughput that is lower than in other less congested hours of the day. As a result, traffic counts cannot be directly used as a measure of demand for SR-91 corridor capacity. In the production of the hourly simulation model, peak period demand is instead estimated based upon throughput data. In the October 2003 study, Vollmer provided a projection of future traffic demand for model years 2011 and 2025 based on forecasted improvements. This included modification of the regional transportation model known as OCTAM 3.1 and recalibration of the new 2000 base year traffic model. Global traffic volume inputs for future fiscal years 2010, 2020, and 2025 for the updated hourly simulation model are based on the VOCTAM (modified OCTAM 3.1 model) model outputs that assumed 2006 State Route 91 Implementation Plan specifications. The updated forecast also assumes increased ADT global growth from 2006 during initial years leading up to through 2010. Increased near term growth is consistent with FY 2006 observations. 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 20 of 49 3.4 2006 State Route 91 implementation Plan The updated 2006 91 Express Lanes traffic and revenue forecast assumes the timing and roadway improvements identified in the 2006 State Route 91 Implementation Plan. The 2011, 2015, 2020, and 2030 proposed improvements listed below were considered in the development of the forecasts. By Year 2011 ➢ Eastbound Lane Addition from SR-241 to SR-71 • Green River Road Overcrossing Replacement • Safety Improvements at Truck Scales ➢ Express Bus Improvements -Orange County to Riverside County ➢ Metrolink'Short-Term Expansion Plan By Year 2015 • Widen SR-91 by One GP Lane in Each Direction East of SR-241, CD Roads at SR-71/S'R-91 and I-15/SR-91, and System Interchange Improvements • SR-91 WB Lane at Tustin Avenue • New Interchange at Fairmont Boulevard ➢ SR-91 Reversible Express Lanes from County Line to 1-15 (Scenario 2 only): ➢ SR-91 full Express Lanes from County Line to 1-15 (Scenario 3 and 3b only) By Year 2020 ➢ Wide,n;SR-91 between'SR-55 and SR-241 by Adding a 5th GP Lane in Each Direction. ➢ SR-55/SR-91 Interchange Improvements • Metrolink Service and Station Improvements By Year 2030 ➢ SR-241/SR-91 Express Lanes Direct Connector (Scenario 3 and 3b only) • SR-71/SR-91 Express Lanes Direct Connector (Scenario 3b only) 3.5 Hourly Global Distribution The updated 91 Express 'Lanes hourly simulation model distributes more traffic to shoulder and off-peak hours and less to peak hours. As peak hours grow ;more congested due to increased global demand, 91 Express Lanes demand will be spread to shoulder and off-peak hours. The resulting hourly distribution is weighted more. toward shoulder and off-peak hours. This weighting is enhanced over time by the fact that _heavy congestion does not allow for additional traffic growth during super peak hours. A key input into the 91 Express Lanes hourly simulation model is the distribution of average daily global demand (provided from VOCTAM, the modified regional OCTAM 3.1 model). The updated 91 Express Lanes hourly simulation model distributes more traffic to shoulder and off-peak hours and less to peak hours. Within the updated hourly 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 21 of 49 simulation model, estimated demand that cannot be met in peak hours is redistributed to shoulder hours. 3.6 Market Share and Volume -Capacity Ratio Transaction data provided by the 91 Express Lanes as well as the loop and manual counts performed on the Riverside Freeway / SR-91 general purpose lanes in June 2005` established typical global conditions (91 Express Lanes and general purpose lanes as a whole). The relationship between global v/c ratios, 91 Express Lanes market share, and toll rates formed the basis for 91 Express Lanes demand curves used in the updated hourly simulation model. As the ratio of vehicles on the SR-91 corridor (general purpose and 91 Express Lanes) to the capacity of the corridor rises, drivers are more likely to decide to use the 91 Express Lanes. And while this rate of 91 Express Lanes usage also tends to decrease with increasing toll rates, the sustained high market share in super -peak hours (3 to 4 PM on Friday and 4 to 6 PM eastbound during the .week), even with super peak toll increases, shows that demand during these hours up to this point has been largely inelastic. Individual market share to v/c ratio curves were created for a range of toll rates. Curves were extrapolated for toll rates higher than those that exist now. In all, six sets of market share to v/c ratio curves were developed for the updated traffic and revenue forecast: ➢ Eastbound weekdays (Monday to Wednesday) ➢ Westbound weekdays (Monday to Wednesday) ➢ Eastbound Thursdays and Fridays ➢ Westbound Thursdays and Fridays ➢ Eastbound weekend (Saturday and Sunday) ➢ Westbound weekend (Saturday and Sunday) Plots of v/c ratios, market shares and toll rates continue to forecast that with similar v/c ratios, market share is significantly higher eastbound than westbound. 3.7 Toils Toll rates for model years 2010, 2020, and 2025 were estimated using 4CTA's Toll Policy as a guide, which states that a super -peak toll increase will be implemented when 91 Express Lanes volume exceeds 3,200 vehicles in a given hour for at least six weeks in a 12-week period. If no super -peak toll adjustment is implemented, the Toll Policy requires inflation adjustments on July 1st of each year (calculated by 75 percent of Labor Index Adjuster and 25 percent of Consumer Price Index Adjuster). For model years 2010, 2020, and 2025, model runs were performed with the appropriate inputs. When hourly 91 Express Lanes volumes reached levels beyond which would likely occur with the Toll Policy, super -peak toll increases were implemented in the years prior to the model year. A three percent annual rate was assumed for inflation of all other toll rates. 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 22 of 49 ` Table 1 shows present value toll equivalent rates for our 2005 base model year, 2010, 2020, and 2025. The highest super -peak (presently 4 to 5 PM Thursdays and Fridays), average (eastbound and westbound) and overnight rates are displayed. As shown, '. super -peak hour tolls are expected to rise steadily until FY 2011. Capacity increases that come online in years 2011, 2015, and 2020 improve general purpose lane. conditions and consequently reduce demand for the 91 Express Lanes. The reduction in FY2020 toll rates on a real dollar basis relative to FY 2010 reflects the expected drop in 91 Express Lanes' demand: The super -peak toll again is projected to rise steadily from FY 2020 until FY 2025. Average tolls are expected to follow a similar but less distinct pattern, while overnight tolls grow by three percent per year from FY 2005 through FY 2025. Table 1 91 Express Lanes Present Value Toll Equivalent Rates Fiscal Year ; Toll Period Future Value FY 05 Equivalent 2005 /(February '05) Super -Peak $7.00 $7.00` Average $2.55 $2.55- Overnight $1.05 ' $1.05 2010 Super -Peak $13.75 $11.86 Average $3.44 $2.97 Overnight $1.25: $1.05 2020. Super -Peak $14.90 $9.56 Average $4.10 $2.63 Overnight $1.65 $1.05 2025 Super --Peak $21.20 $11.74 Average $4.97 $2.75 Overnight $1.90 $1.05 Note:` 3:percent annual inflation is assumed and used as the discount factor 91 Express Lanes Traffic and Revenue Update February 1,:'2007 Page 23of 49 3.8 Hourly:Simulation Model Calibradon The hourly simulation model was calibrated to actual FY 2005 and FY 2006 91 Express Lanes traffic and gross potential revenue levels. The large increase in 91 Express Lanes traffic ' and gross potential revenue indicated that daily global demand for the Riverside Freeway '/ SR-91 was higher than previously projected ` by the regional model dulput generated for the October 2003 study. The FY 2006 ADT global traffic volume input was therefore increased from 275,100 t0 278,000. Table 2 shows the model output for FY 2005 and Table 3 details FY 2005 traffic and gross potential revenue forecasts by hour and direction for typical weekdays (Monday to Wednesday). Table 2 FY 2005 Traffic and Grass' Potential Revenue 91 Express Lanes ADT Hourly Simulation _Model Estimated FY 2005 Base Gates Potential Daily Revenue Annual 91 Express Lane Traffic Gross. Potential Annual Revenue General Purpose Lane ADT Global ADT EB Weekday WB Thursday EB /Friday VVB 21,400 16,100 24,100 16,300 $69,000 $33,000 $91,000 $34,000 3200000 2,400,000 2,400,000 1,60.0,0.00 $10,400000 $5,100,000 $9,200,000 $3,400,000 112,800 121,100 123,600 125,600 134,200 137,10.0 147,700 141,900 EB Saturday INB EB Sunday WB Totals Weekly 15,300 $23,000 900000 $1,30.0,000 124,200 139,500 13,100 9,900 $18,000 $13,000 700,000 600,000 $1,000,000 $800000 126,400 109,500 139,500 119,400 9,100. 240,700 R. $1.3000: $623 000 500,000 12,420,000 $700000 $31900,000 110,300 1,670,500 119,400 1,910,900 Daily Average 34,400. $89,000 239,000 273,000 * Note: Weekly and daily averages may not equal total of individual day volumes and gross potential revenue due to rounding error. 91 Express Lanes :Traffic and Revenue Update February 1, 2007 Page 24 of 49 " Table 3 FY 2005 Weekday (Monday to Wednesday) Hourly Traffic and Gross Potential. Revenue Weekday Eastbound 2005 General Purpose Lane Volume 91 Express Lane Volumes Nominal Toll Rate HOV3+ Toll Rate SOV, HOV2 Gross Potentlal Top Revenue HOV3+ Gross Potential Toll Revenue Number of Days Annual Gross Patentlal Revenue Hour Beginning Global Volume SOV, HOV2 HOV3+ 91 Express Volume 12:00 AM 1,887 1,832 37 18 55 $1.05 $0.00 $39 $0 151 $5,886 1:00 AM - 1,038 1,017 15 6 21 $1.05 $0.00 $16 $0 151 - $2,416 2:00 AM 770 761 7 2 9 $1.05 $0.00 $7 $0 151 , $1,084 . 3:00AM 731 722 7 1 9 $1.05 $0.00 $8 $0 151 $1,176 4:00 AM 1,548 1,503 40 5 45 $1.05 $0.00 $42 $0 151 $6,366 5:00 AM 3,933 ' 3,697 212 24 236 $1.05 $0.00 $223 $0 151 $33,633 6:00 AM 6,175 5,677 456 42 499 $1.75 $0.00 $799 $0 151 $120,601 7:00 AM 6,444 5,801 600 43 643 $1.75 $0.00 $1,051 $0 151 $158,672 . 8i00 AM 6,041 5,553 450 38 488 $1.75 $0.00 $768 $0 151 $119,037 9:00 AM 5,638 5,236 366 36 402 $1.75 $0.00 $640 $0 151 '. $96,584 10:00AM 5,504 5,112 351 41 392 $1.75 $0.00 $615; $0 151 - $92,790 11:00 AM 5,402 5,017 344 41 385 $1.75 $0.00 $601 $0 151 $90,785 12:00 PM 5,809 5,340 417 52 469 $1.75 $0.00 $730 $0 151 $110,206 1:00 PM 6,853 6,169 602 82 684 $2.35 $0.00 $1,415 $0 151 $213,658 2:00 PM . 7,931 ". 6,445 1,304 162 1,487 $3,40 $0.00 $4,435 $0 151 $669,641. 3:00 PM 8,772 6,171 2,209 392 2,602 $3.73 $0.00 $8,248 $0 151 $1,245,425 4:00 PM 10,001 6,913 2,649 439 3,088 $5.72 $2.86 $15,144 $1,255 151 $2,476,324 5:00 PM 10,162 7,024 2,703 435 3,138 $6.07 $3.03 $18,399 $1,319 151 : $2,675,496 6:00 PM 9,532 6,547 2,479 506 2,985 $3.78 $0.00 $9,378 $0 151 $1,416,061 7:00 PM 7,969 6,389 1,314 267 1,580 $2.60 $0.00 $3,415 $0 . 151 $515,723 8:00 PM, 7,017 6,016 783 218 1,001 $1.75 $0.00 $1,371 $0 _ 151 - $206,994' 9:00 PM 6,301 5,672 458 171 829 $1.75 . $0.00 $801 $0 151 $120,946 10 00 PM - 5,500 : 5,087 290 123 412 $1.05 _ $0.00 $304 $0 . 151 $45,903 11:00PM 3,288 : 3,140 104 44 148 $1.05 $0.00 $110 $0. 151 $16,557 Total 134,248 I 112,839 18,199 3,209 . _ . ._ 21,408 $3.66 $0.80 d_ $66,578 $2,575 " ; , 151 $10,441,964 Weekday Westbound Global Volume 2005 General Purpose Lane _ Volume 91 Express Lane Volumes Nominal HOV3+ Toll Rate Tolt Rate SOV, HOV2 Gros Potential Toll Revenue HOV3+ Gross Potential Toll Revenue Number of Da ° Annual Gross Potential Revenue Hour Beginning SOV, HOV2 HOV3+, 91 Express Volume 12:00 AM 1,146 1,135 49 3 11 $1.05 $0.00 $9. $0 151 $1,361 1:00 AM 790 788 3 1` 4 $1.05 . $0.00 $3 $0 151 $516 2:00 AM 860 856 3 1 5 $1.05 $0.00 $3 $0 151 $516 3:00 AM' , 1,586 1,570 10 6 18 $1.05 $0.00 $10 $0 151 $1,519 4:00 AM `, 6,033 5,623 276 135 410 $2.00 $0.00; $552 $0 151 $83,296 5:00 AM 8,830 7,265 1,157 407 1,564 $3.30 $0.00 $3,819 $0 151 $576,709 6:00 AM - 9,707 7,768, 1,510` 428 1,938 $3.40" $0.00.' $5,134 $0 151 $775,222' 7:00 AM - 9,771 7,800 1,551. 420 1,971 $3.75 $0.00 $5,817" : $0 151 $878,386 8:00 AM 9,268 7,626 1,422 220 1,642 $3.40` $0.00 $4,835 $0 151. $730.124 9:00 AM.. 8,570 7,231 1,165 „ 174 1,339 $2.75 $0.00 $3,200 ' $0 151 $483,175. 10:00AM 7,953 6,883 913 157 1,070 $1.75 $0.00 $1,598 $0 151 $241,346' 11:00 AM 7,130 6,367 843 120. 763 $1.75 $0.00 $1,125 $0 151 $169,889 12:00 PM 6,650 6,074 481 95 576 $1.75 $0.00 $841 $0 151 $126,977 1:00 PM 6,650 6,074 482 93 576 $1.75 $0.00 $844 $0 151 . $127,448 2:00 PM 6,746 6,162 496 88 584 $1.75 $0.00 $869 $0 151 $131,163.- 3:00 PM 7,061 6,308 642 114 756 $1.75 $0.00 $1,124 $0 151 $169,719 . 4:00 PM 7,267 6,489 659 119 778 $1.75 $0.00 $1,153 $0 151 $174,088, 5:00 PM. 7,130 6,367 637 126 763 $1.75 $0.00 $1,115 $0 151 $188,390 6:00 PM 6,582 6,012 458 112 570 $1.75 $0.00 $802 $0 151 $121,053 7:00 PM 5,457 5,116 269 72 341 $1.05 $0.00 $282 $0 151 $42,594 8:00 PM 4,497 4,284 168 46 214 $1.05 $0.00 $176 $0 151 $26,574 9:00 PM 3,147 3,053 74 20 94 $1.05 $0.00 $78 $0 151 $11,745 10:00 PM 2,548 2,497 40 11 51 $1.05 $0.00 $42 $0 151 $6,312 11:00 PM' 1,763 1,746 13 4 18 $1.05 $0.00 $14 $0 151 $2,087 r Total I 137,142 f 121,087 13,081 2,973 16,054 $2.56 $0.00 $33,445 -$0 151 $5,050,209 Table 4 compares FY 2005 and FY 2006 model outputs to actual data. Overall, modeled traffic and gross potential revenue are slightly lower than actual. 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 25 of 4.9 Table 4 91 Express Lanes ADT and Gross Potential Annual Revenue: Updated Model vs. FY 2005 and FY 2006 Actual Fiscal Year 91 Express Lanes ADT Gross Potential Annual Revenue Updated Model Actual % Difference from Actual Updated Model Actual % Difference from Actual FY 2005 34,386 34,892 -1% $31,942,560 $32,518,486 -2% FY 2006 36,740 38,837 -5% $36,601,289 $37,510,375 -2% 4 TRAFFIC AND GROSS POTENTIAL REVENUE PROJECTIONS ADT and gross potential annual revenue projections for OCTA's 91 Express Lanes using the updated traffic and revenue model, and 2006 State Route 91 Implementation Plan assumptions are presented in the following section. Forecasts for OCTA's 91 Express Lanes under three alternatives to the baseline scenario are also presented: • Scenario 2: 91 Express Lanes extension as reversible lanes ➢ Scenario 3: 91 Express Lanes extension as full -express lanes with direct - connector ramps to the Eastern Transportation Corridor / SR-241 ➢ Scenario 3b: 91 Express Lanes extension as full -express lanes with direct- connector ramps to the Eastern Transportation Corridor / SR-241 and the Chino Valley Freeway / SR-71. In addition to forecasts of OCTA's 91 Express Lanes traffic and gross potential revenue, an estimate of traffic and gross potential revenue for the proposed tolled direct -connector ramps to / from SR-241 under Scenario 3b is presented. 4.1 Traffic and Gross Potential Revenue Projections —Scenario 1: Baseline The baseline scenario assumes that the configuration of the existing 91 Express Lanes remain unchanged throughout the forecast period. Improvements to the Riverside Freeway / SR-91 general purpose lanes and intersecting arterials are expected to be completed as stated in the 2006 State Route 91 Implementation Plan. The forecast fiscal year 2010, 2020, and 2025 gross potential revenue projections assume the current Toll Policy decision process, which requires toll rate increases when each hour's average high hourly traffic volumes exceed 3,200 vehicles_ for at least 6 weeks in a 12-week period. In addition, the Toll Policy includes inflation adjustments on July 1st of each year, starting in 2005. All HOV-3+ vehicles are assumed to travel for free in FY 2011. The hourly profile of HOV-3+ usage is assumed to remain constant throughout our projections. The HOV-3+ profile used was generated from historical data. 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 26 of 49 4.1.1 2010 Traffic and Gross Potential Revenue — Scenario 1: Baseline In FY 2010, the forecasted gross potential revenue with the proposed Riverside Freeway / SR-91 corridor improvements is approximately $52.3 million based on an ADT volume of 42,100 vehicles on the 91 Express Lanes. The forecasted peak eastbound toll charged is $13.00 (Friday super peak hour). Super peak tolls were increased six out of a possible eight times from July 2006 to January 2010. Average gross potentialrevenue per trip (calculated over a 24-hour period and including HOV-3+ vehicles) is $3.44. The overnight toll is $1.25. Peak weekday market share of the eastbound 91 Express Lanes is estimated to be 30 percent of global traffic volume, while overall weekday market J share is estimated to be 14 percent. The updated FY 2010 gross potential revenue projection is 20 percent higher than the October 2003 forecast of'$43.6 million. The projections of 91 Express Lanes ADT are eight percent higher than the October 2003 forecast of 38,900 vehicles. Higher traffic and gross potential revenue projections are driven by the continuing acceptance of relatively high toll rates during super -peak hour travel as well as the postponement of Riverside Freeway / SR-91 improvements previously scheduled for completion in 2008 by three years to 2011. Table 5 shows forecast FY .2010 traffic and gross potential revenue by day -of -week and direction. 31 Express Lanes Traffic and Revenue Update February 1, 2007 Page 27 of 49 Table 5 FY 2010 Traffic and GrossPotential R Revenue ,scenario 'I..:.: Baseline Hourly Simulation Model Estimated FY 2010 91'. Express Lanes ADS' Gross Potential Daily Revenue 91 . Express LeirteS Annual Traffic Gross Potential Annual. Revenue General Purpose Lane AT Global ADT Weekday E'S VVB Thursday ES /Friday Saturday Sunday' Totals Weekly VVB ES EB Daily Average 24,600 $121,000 3,700,000 $18,000,000 118,500 143,100 146,200 157,400 151,200 148,7M 148,700 127,300 127,300 20,500 29,300 20,800 19,300 15,600. 13,000 11,200 294,600 42,100 $50000 3,100, 000 $157,000 3,000,000 $51,000 $34,000 $26,000 $21000 $18,000 $1,024,000' $146,000 2,100,000 1,100,000 900,000 700,000 600,000 ' 15,200,000 $7,400,000 $16,200,000 $5,200,000 $1,900,000 $1,400,000 $1,200,000 $1,000,000: 1 $52,300,000 125,700 128,100 130,400 129,400 133,1.00 114,400 116,100 1,742,400 248,900 2,037,000 291,000 * Note: Weekly and daily averages may not equal total of individual day volumes and gross potential revenue due to rounding error. Table 8 details the traffic and gross potential revenue forecasts by hour and direction for typical weekdays (Monday to Wednesday). As shown, 91 Express . Lanes usage will increase 'throughout the day as global traffic Riverside Freeway / SR-91 demand increases. Eastbound hourly demand for the 91 Express Lanes reaches almost 3,200 vehicles :between 4 and 7 PM. Westbound hourly demand for the 91 Express Lanes reach almost 2,500 vehicles from 7 to 8 AM. The forecast of eastbound 91 Express Lanes peak hour volumes higher than westbound 91 Express Lanes peak hour volumes is consistent with existing trends. 91 Express Lanes" Traffic and Revenue Update February 1, 2007 Page 28 of 49 Table 6 FY 2010 Weekday (Monday to Wednesday) Hourly Traffic and Gross Potential Revenue - Scenario 1: Baseline Weekday Eastbound 2010 General Purpose Lane Volume 91 Express Lane Volumes Nominal Toll Rate HOV3+ Toll Rate SOV, HOV2 Gross HOV3+ Gross Potential Toll Potential Toll Revenue of Days AnnualA»Huai Gross Potential Revenue Hour Beginning Global Volume SOY, HOV2 HOV3+ 91 Express Volume 12:00 AM 2,011 1,952 40 19 59 $1.25 $0.00 $49 $0 149 $7,370 1:00 AM 1,106 1,084 16 7 23 $1.25 $0.00 $20 $0 149 $3,026 2:00 AM 821 811 7 3 10 $1.25 $0.00 $9 $0 149 $1,357 3:00 AM 779 770 8 1 9 $1.25 $0.00 $10 $0 149 ; $1,472 4:00 AM 1,650 1,602 43 6 48 $1.25 $0.00 $54 $0 149 $7,972 .' 5:00 AM 4,193 3,941 226 25 252 $1.25 $0.00 $283 $0 149 $42,113 6:00 AM 6,583 5,926 601 58 657 $2.05 $0.00 $1,232 $0 149 $183,604 7:00 AM 6,869 6,183 640 45 686 $2.05 $0.00 $1,312 ' $0 149 $195,504 8:00 AM 6,439 5,797 593 49 643 $2.05 $0.00 $1,216 $0 149 $181,224 9:00 AM 6,010 5,525 442 44 485 $2.05 $0.00 ' $905 $0 149 $134,861 _ 10:00 AM 5,867 5,393 ., 424 %. 50 474 $2.05 $0.00: $870, $0. , 149 $129,563 11:00AM 5,758 5,293 415 50 485 $2.05 $0.00 $851 $0 149 $126,784 12:00 PM 6,192 5,692 445 56 500 $2.05 $0.00 $911 $0 149 $135,788 1:00 PM 7,305 6,283 917 125 1,042 $2.75 $0.00 $2,522 $0 149 $375,821 2:00 PM 8,454 6,296 1,894 264 2,158 $4.00 $0.00 $7,574 $0 149 $1,128,563 3:00 PM 9,351 6,422 2,487 442 2,928 $4.25 $0.00 $10,568 $0 . 149 $1,574,607 4:00 PM 10,661 7,480 2,729. 452 3,181 $10.47 $5.23 $28,562 $2,368 149 $4,608,550 5:00 PM 10,833 7,634 2,755 443 3,198 $11.07 $5.53.. - $30,490 _ $2,452 149 $4,908,407 6:00 PM 10,180 7,023 2,805 532 3,137 $6.75 $3.38 $17,586 $1,795 ' 149 $2,887,815 . 7:00 PM 8,495 6,271 1,849 375 2,224 $3.05 $0.00 + . $5,640 $0 149 $840,306 8:00 PM 7,480 6,413 835 232 1,067 $2.05 " $0.00 $1,712 $0 . 149 $255,043 9:00 PM 6,716 6,048 488 182 670 $2.05 $0.00 $1,000 $0 149 $149,021 10:00 PM 5,862 5,364 350 149 498 $1.25 $0.00 $437 $0 149' . $85,141 11:00 PM 3,505 3,321 130 54 184 $1.25 $0.00 $182 $0 149 $24,188 Total 143,099 [ 118,499 20,938 3,682 24,600 $5.44 $1.81 $113,975 $6,816 149 $17,968,083 Weekday Westbound Global Volume 2010 Genera! Purpose Lane Volume 91 Express Lane Volumes Nominal HOV3+ Toll Rate Toll Rate SOV, HOV2 Gross Potential Toll Revenue HOV3+ Gross Potential Toll Revenue ' Number of Days Annual Gross Potential Revenue Hour Beginning : SOV, HOV2 HOV3+ 91 Express Volume 12:00 AM 1,222 1,210 9 3 12 $1.25 $0.00 $11 $0 149 $1,704 1:00 AM 842 837 3 1 5 $1.25 $0.00 $4 $0 149 . $646 2:00 AM" 917 908 6 3 9 $1.25 $0.00 ' $8.: $0 149 $1,194 3:00 AM 1,690 1,673 10 :. 7 17 $1.25 $0.00 $13 $0 149 $1,902 . 4:00 AM 6,431 5,874 374 183 557 $2.35 $0.00 $879 $0 149 . $130,993: 5:00 AM 9,662 7,732 1,427 502 1,929 $3.90 $0.00 $5,586 $0 149 "$829,374 :6:00 AM 10,043 7,800 1,747 498 2,243 $4.00 $0.00 $8,989 $0 • ' 149 $1,041,294 7:00 AM 10,246. 7,800 1,925 521 2,446 $4.40 $0.00 $8,469 $0 149 $1,281,833 8:00 AM, 9,755 7,800 1,693 262 1,955 $4.00 $0.00 $6,774 . , $0 149 $1,009,306 9:00 AM 9,385 7,478 1,859 248 1,906 $3.20 $0.00 $5,308 $0 ` ' 149 $790,843 10:00 AM 8,552 7,189 1,164 199 1,363 $2.05 $0.00 $2,385 $0 149 $355,401 11:00AM 7,600 6,578 881 161 1,022 $2.05 $0.00 $1,766 $0 149 $263,108 12:00 PM 7,089 6,330 633 125 759 $2.05 $0.00 $1,298 $0 149 ' $193,447 ; 1:00 PM 7,089 6,330 636 123 759 $2.05 $0.00 $1,303 $0 149 $194,165 2:00 PM 7,191 6,421 854 115 770 $2.05 $0.00 $1,341 $0 149 $199,823 3:00 PM 7,527 6,514 861 152 1,013 $2.05 $0.00 $1,764 $0 149 $262,845 4:00 PM 7,746 6,704 883 159 1,042 $2.05 $0.00 $1,809 $0 149 $269,610, 5:00 PM 7,600 6,578 854 169 1,022 $2.05 $0.00 $1,750 $0 149 $260,787 6:00 PM 7,015 6,265 804 147 751 $2.05 $0.00 $1,238 $0 149 $184,421 7:00 PM 5,817 5,395 332 90 422 $1.25 $0.00 $415 $0 149 $61,868 8:00 PM 4,794 4,530 207 57 264 $1.25 $0.00 $259 $0 149 $38,529 9:00 PM 3,355 3,229 99 27 126 $1.25 $0.00 $123 $0 149 $18,383 10:00 PM 2,716 2,634 64 18 81 $1.25 $0.00 $80 $0 149 $11,855 - 11:00 PM 1,880 1,861 14 5 19 $1.25 $0.00 $18 $0 149 $2,613 . Total 1 146,162 125,671 16,719 3,772 20,491 $2.96 $0.00 $49,570 $0 149 ? 1 $7,385,945 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 29 of 49 4.1.2 2011, 2015, and 2020 Improvements Online — Scenario 1: Baseline A series of Riverside Freeway / SR-91 proposed improvements are anticipated to be completed by years 2011, 2015, and 2020. Generally, these improvements would improve throughput on the SR-91 general purpose lanes by adding additional general purpose lanes and improving interchanges. Improvements to the region's express bus service and the Metrolink rail service are also expected to improve regional mobility.The projects are forecast to have negative impacts on the 91 Express Lanes ADT (traffic reduced by 6 to 10 percent) and gross potential annual revenue (revenue reduced by 7 to 13 percent). Gross potential revenue reductions are a product of reduced demand for the 91 Express Lanes and of the toll rate reductions that are expected to follow. By year 2020 when the series of near -term improvement projects in the Riverside Freeway / SR-91 general purpose lanes are completed, the super -peak hour tolls that had been frequently increased according to the Toll Policy, will be reduced to levels that maintain 91 Express Lanes hourly traffic at levels deemed appropriate by the Toll Policy. FY 2020 super- peak hour toll rates in real dollars are assumed to be reduced to near FY 2006 levels (real dollars). Super -peak hour toll rates would also likely be reduced in years 2011 and 2015 when the 2006 State Route 91 Implementation Plan's Projects #4 and #6, respectively, are anticipated to be completed. The reductions are expected to be followed by annual toll increases and then reductions when general purpose lane capacity is added. The individual impacts of year 2011 and 2015 improvements on super -peak hour toll rates were not analyzed in the same level of detail as the year 2020 improvements. Non -super peak toll rates are expected to continue to be increased annually by the inflation adjuster (assumed to be 3 percent per year). The resulting FY 2020 average, super -peak hour, and overnight toll rates are displayed in Table 1 4.1.3 2025 Traffic and Gross Potential Revenue Forecasts — Scenario 1: Baseline In FY 2025, with the proposed Riverside Freeway / SR-91 corridor improvements in.. place, the forecasted gross potential revenue is approximately $81.2 million based on an ADT volume of 45,200 vehicles on the 91 Express Lanes. The forecast assumes an eastbound super -peak hourly rate of $21.20 on Thursdays and Fridays. Super -peak toll were increased six out of a possible 10 times from July 2020 to January 2025. Average gross potential revenue per trip is $4.97 and the overnight toll is $1.90. HOV-3+ vehicles travel for free in FY 2025 in accordance with the Toll Policy. Peak 91 Express Lanes market share is estimated to be 26 percent of global traffic volume. The 91 Express Lanes FY 2025 super peak market share is lower than in FY 2010 because of the planned expansion of the Riverside Freeway / SR-91 general purpose lanes in 2011, 2015, and 2020. The 91 Express Lanes are forecast to capture 14 percent of weekday global traffic volume in FY 2025. These updated FY 2025 gross potential revenue projections are 13 percent lower than the October 2003 forecast of $92.9 million. Traffic projections on the 91 Express Lanes 91 Express Lades Traffic and Revenue update Fe}xuary 1, 2007 Page 30 of 49 are 11 percent lower than the original forecast of 51,000 vehicles. Gross potential . revenues are :lower than forecast in the October 2003 study due in part to the expansion of Metrolink service. The 206 State 'Route 91 Implementation Plan°s proposed Project 12 is scheduled for completion by year 2020 and provides $335 million of funding for etrolink service and station improvements not identified in the 2003 SR-91 Implementation Plan. Global demand for the Riverside 'Freeway / SR-91 corridor is forecast to be lower than forecast in the October 2003 study. As a result, 91 Express Lanes AT and gross potential revenue are also expected to be lower. Table 7 shows FY 2025 traffic and gross potential revenue by period and direction. Table 7 FY 2025 Traffic and Gross Potential Revenue — Scenario 1 e Baseline Hourly Simulation Model Estimated FY 2025 91 Gross 91 Express Gross Express Potential Lanes Potential' Lanes Daily Annual Annual' . AQT Revenue Traffic Revenue Weekday Es VVB Thursday! EB Friday wB EB Saturday wB EB Sunday WB . Totals Weeldy oai Avers • e General Purpose Lane ADT Global A'T 24,700 $171,000 3 700,000 $25,500,000 21,700 $82,000 3,200,000 12000,000 29,600 $238,000 3,000,000 $24,300,000. 23,700 $88, 000 2,400,000 $9,000, 000 22,400 $60,000 1,300,000 $3,400,000 20,300. $52,000 1,100,000 $2,900,000 14,700 $36,000 900,000 $2,100,000 12,700 45 200 $32,000 $227, 000 700,000 $1,900,000 140,500 147,0'00 152,100 150900 149,300 151400 132,300 165200 r 168,800 181,700 174,600 171,700 171,700 147,000 147000 2,035800 2,352,000 290.800 336 000 * Note: weekly and daily averages may not equal total of individual day volumes and °gross potential revenue due to rounding error. Table 8 shows FY 2025 traffic and gross potential revenue forecasts by hour and direction for typical weekdays (Monday to wed'nesday) By year FY 2025, congestion in the eastbound, direction results in high 91 'Express Lanes use: In spite of global congestion, westbound 91 Express Lanes peak hour volumes are lower than eastbound volumes, which is consistent with existing levels. also as shown, 91 Express Lanes usage increases throughout the day as global Riverside Freeway f SR-91 demand increases. Eastbound hourly demand, even with continued super -peak toll increases, for the 91 Express Lanes still reaches approximately 3,200 vehicles between 4 and 7 PM: Off-peak hours continue to grow significantly as un-served super peak hour demand . is . 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 31 of 49 forced to spread to shoulder hours. Westbound, hourly demand for the 91 Express Lanes exceeds 2,800 vehicles from 7 to 8 AM. Table 8 FY 2025 Weekday (Monday to Wednesday) Hourly Traffic and Gross Potential Revenue - Scenario 1: Baseline Weekday Eastbound 2025 General Purpose Lane Volume 91 Express Lane Volumes Nominal HOV3+ Toll Rate Toll Rate SOV, HOV2 Gross Potential Toll Revenue HOV3+ Gross Potential To!! Revenue Number' of Days Annual Gross "Potential Reverse Hour Beginning Global Volume SOV, HOV2 HOV3+ 91 Express Volume 12:00 AM • 2,322 2,276 31 15 46 $1.90 $0.00 $59 $0 149 $8,825 1:00 AM 1,277 1,258 14 6 19 $1.90 $0.00 $26 $0 149 $3,858 2:00 AM . 948 938 7 2 9 $1.90 $0.00 $13 $0 149 $1,989 3:00 AM 899 890 8 1 9 $1.90 $0.00 $14 $0 149 $2,157 4:00 AM 1,905 1,867 34 4 38 $1.90 $0.00 $84 $0 149 $9,546 5:00 AM 4,841 4,648 174 20 194 $1.90 $0.00 $331 $0 149 $49,274 6:00 AM 7,600 6,840 - 695 65 760 $3.15 $0.00 $2,190 $0 149 $326,384 7:00 AM 7,931 7,138 740 53 793 $3.15 $0.00 $2,332 $0 149 $347,537 8:00 AM 7,435 6,692 686 57 744 $3.15 $0.00 $2,162 $0 149 $322,153 9:00 AM 6,940 6,454 442 44 488 $3.15 $0.00 $1,392 $0 149 $207,352 10:00 AM 6,774 6,300 424 50 474 $3.15 $0.00 $1,337 $0 149 $199,206 11:00AM 8,648. 8,183 415 50 465 $3.15 $0.00 $1,308 $0 149 $194,902 12:00 PM 7,149 8,649 445 56 500 $3.15 $0.00 $1,401 $0 149 $208,777 1:00 PM 8,435 7,232 1,059 144 1,203 $4.25 $0.00 $4,501 $0 149 $670,631 2:00 PM 9,762 7,686 1,821 254 2,076 $6.15 $0.00 $11,201 $0 149 $1,668,887 3:00 PM 10,796 8,225 2,184 388 2,572 $9.85 $0.00 $21,512 $0 149 $3,205,261 4:00 PM 12,309 9,127 2,730 453 3,182 $14.75 $0.00 $40,261 $0 149 $5,998,940 5:00 PM 12,508 9,313 2,752 443 3,194 $16.95 $0.00 $48,642 $0 149 $6,949,604 • 6:00 PM 11,731 8,576 2,620 535 3,155 $7.70 $0.00 $20,174 $0 149 $3,005,993 7:00 PM 9,809 7,666 1,781 381 2,142 $4.70 $0.00 $8,370 $0 149 $1,247,202 8:00 PM 8,636 7,341 1,014 282 1,295 $3.15 $0.00 $3,194 $0 149 $475,875 9:00 PM 7,755 6,979 564 211 775 $3.15 $0.00 $1,778 $0 149 $284,907 10:00 PM 6,769 6,295 333 141 474 $1.90 $0.00 $632 $0 149 $94,151 11:00 PM 4,047 3,905 100 42 142 $1.90 $0.00 $190 $0 149 $28,301 Total 165,228 140,479 21,073 3,676 24,749 $8.12 $0.00 $171,085 $0 149 $25,491,714 Weekday Westbound 2025 General Purpose Lane 91 Express Lane Volumes Nominal HOV3+ Toll Rate Toll Rate D ._ SOV, HOV2 Gross Potential Toil Revenue HOV3# Gross Potential Toll Revenue Number of Days Gross! Potential D Revenue Hour Beginning Global Volume .... SOV, HOV2 HOV3+ 91 Express Volume 12:00 AM 1,411 1,400 8 3 11 $1.90 $0.00 $15 $0 ' 149 $2,243 1:00 AM 972 967 4 1 5 $1.90 $0.00 $8 $0 149 $1,134 2:00 AM 1,059 1,051 6 2 8 $1.90 $0.00 $11 $0 149 $1,572 3:00 AM 1,951 1,922 18 12 29 $1.90 $0.00 $34 $0 149 $5,008 4:00 AM 7,425 6,933 331 161 492 $3.60 $0.00 $1,190 $0 149 $177,331 5:00 AM 10,867 8,748 1,588 551 2,119 $5.95 $0.00 $9,327 $0 149 $1,389,785 6:00 AM 11,897 9,350 1,984 563 2,547 $6.15 $0.00 $12,203 $0 149 $1,818,309 7:00 AM . 12,151 9,549 2,047 554 2,601 $6.75 $0.00 $13,817 $0 149 $2,058,719 8:00 AM 11,307 9,102 1,909 295 2,205 $.8.15 $0.00 $11,743 $0 149 $1,749,717 9:00 AM 10,547 8,872 1,632 244 1,875 $4.95 $0.00 $8,078 $0 149 $1,203,551 10:00 AM 9,788 8,222 1,337 229 1,566 $3.15 $0.00 $4,211 $0 . 149 $627,474 11:00 AM 8,775 7,678 924 173 1,097 $3.15 $0.00 $2,911 $0 149 $433,735 12:00 PM 8,185 7,366 683 135 818 $3.15 $0.00 $2,152 $0 149 $320,667 1:00 PM 8,185 7,366 686 133 818 $3.15 $0.00 $2,160 $0 149 $321,857 2:00 PM 8,303 7,473 706 125 830 $3.15 $0.00 $2,223 $0 149 $331,237 3:00 PM 8,691 7,822 739 131 869 $3.15 $0.00 $2,328 $0 149 $346,640 4:00 PM 8,944 7,828 947 171 1,118 $3.15 $0.00 $2,983 $0 149 $444,453 5:00 PM 8,775 7,678 916 181 1,097 $3.15 $0.00 $2,885 $0 149 $429,908 6:00 PM 8,100 7,290 651 159 810 $3.15 $0.00 $2,052 $0 149 $305,706 7:00 PM 6,716 6,313 317 88 403 $1.90 $0.00 $603 $0 149 $89,861 8:00 PM 5,535 5,314 174 48 221 $1.90 $0.00 $330 $0 149 $49,179 9:00 PM 3,874 3,777 78 21 97 $1.90 $0.00 $144 $0 149 $21,509 10:00 PM 3,138 3,081 43 12 55 $1.90 $0.00 $81 $0 149 $12,137 11:00 PM 2,170 2,138 24 8 33 $1.90 $0.00 - $48 $0 149 $8,878 Total 168,765 147,039 17,729 3,997 21,726 $4.60 $0.00 $81,534 $0. ? I 149 $12,148,608 91 Express Lanes Traffic and Revenue Update February 1, 2007; Page 32 of 49 4.1.4 Projected Annual Traffic and Gross Potential Revenue. Stream Scenario 1 Baseline Vollmer modeled the forecast gross potential revenue in FY 2010, 2020, and 2025 as described herein. Vollmer included a modified straight line interpolation method to estimate annual traffic and gross potential revenues from FY 2007 through FY 2009, FY 2011 through FY 2019, FY 2021 through 2024, and beyond FY 2025. The actual and forecasted ADT volumes, ADT volume growth rates and gross potential toll revenues for the FY's 1996-2030 are shown in Table 9 and Figure 17. 91 Express Lanes Traffic and Reverie Update February 1, 2007 Page 33> of 49 Table Hourly Simulation Model Interim Year Toll Policy Forecasts - Scenario 1: Baseline Forecast ve` 6 Toll Policy Fiscal Year (ending Jove 3 ) 1988 1989 1990 1991 1992 1993 1994. 1995 1996 1997 1998 1999 20_00. 2001 ao2. `20032004* 2005 2006 2007 2008 2009 2010 201' 1 "A 2012 2013 2014 2015A 2016 2017 2018 2019 2020A 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Global AQT 75,000 183,000 197,000 206,000 206,000. 205,000 206,000 207,000 210,000 221,000 227,000' 224,000 232,000 240,000 250,000 263,000 270,000 273,000 278,000 282,000 285,000 288,000 291,000 296,000 298,000 300000 302,000 308,000 310,0.00 312,000 314,000 316,000 328,000 332,000 333,000 334,000 335,000_ 336,000 337,000 338,000 339,000 340,000 341,000 General 91 Express Growth Purpose Lance Lanes AT Rats ADT 175,000 183,000 197000 206,000 206,000. 205,000. 206,000. 203,900 200,200 202200 200,800 211,700 217900 226,100 235600 239,700 238,100 239,200 242300 244,600 246,700 248,900 256400 257,000 257,600 258,100 268,100 268,800 269,400 269,900 270,500 286,900 6,100 20,800' 24,800 23e200 . 20,300 22,100 23,900 27,400 30,300. 34900 38,800 39,700 40,400 41_,300 42,1,00 39,600 41,000 42,400 431900 39900 41,200 42,600 44,1`00 45,500 290000 I 42,000 41,100 290,200 42,800 290,400 290500 290,800 291,100 291,400 291,700 292,000 292,300 43,600 44,500. 45,200 45,900 46,600 47,300 48,000 48,700 Gross POten ' 1 Altritial Growth Revenue Rate (millions); $2.8 24:1 Rb_ $10.3 19•%$148 -6% $176 -1,3% $17.2 9°% $199 8% $23.3 15% $266 11 °% $26.4 1'5% $325 11 % $37.5 2% $41.3 2°% $45.0 2°% $48.6. 2% $52.3 -6% $46.4 4% $49.9 3% $53.9 4% $58.2 -9°% $50.6 3% $53.4 3% $56.6 4% $80.3 3°% $65.7 -1'0% $61.1 2% $65.0 2% $68.9 2% $73.1 2% $77.1 2% $81.2 2% $85.2 2% $89.5 2°% $94.0 1 % $98.7 1 °% $103.6 " HOV 3+ vehicles travel for free except eastbound weekdays 4-6 PM beginning FY 04 "' HOV-3+ vehicles travel for free at all times " SR 91 Major Improvement programs come online 268% 44% 19% -2°% 16% 17% 14°% -1% 23°% 15% 10% 9% 8% 8% -11 °% 8% 8% 8% -13'% 5°% 6% 6% 9% -7% 6% 6% 6% 5% 5% 5% 5% 5°% 5°% 5% 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 34 of 49 Figure 17 91 Express Lanes average. Daily Traffic & Annual Gross Potential Revenue — Scenario 1: Baseline $120.0 $110.0 • $100.0 0 $90.0 E $80.0 $70.0 ▪ $80.0 G a $50.0 o $40.0 . 1 $30.0 c Q $20.0 $10.0 $0.0 2000 i 111111 n111111111111111111 11111111111111111111111 111111111111111111111111111111 2005 2010 2015 Fiscal Year 2020 Annual Gross Potential Revenue (millions) --R— 91 Express Lanes ADT 2025 2030 90,000 75,000 60,000 45,000 w 30,000 ..vi 15,000 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 35 of 49 4.2 Traffic and Gross Potential Revenue Projections - Scenario 2: Reversible Express Lanes Riverside County has been reviewing the possibility of constructing an extension of the HOT lane concept from the end of the 91 Express Lanes in Orange County to the east, roughly from the Orange / Riverside County line to 1-15. This would provide users with an alternative means to bypass congestion in Riverside County. To a large degree, the decision to use either OCTA's 91 Express Lanes or the proposed extension of the 91 Express Lanes would be independent, but there are undoubtedly some users who would link the two trips, and thus look at the potential combined cost of the two facilities. We have reviewed the proposed extension of the 91 Express Lanes as reversible lanes in Riverside County, which is currently scheduled for completion by year 2015. Since people will choose to use the 91 Express Lanes because of the travel time savings in that 10-miles and their travel time savings on the 91 Express Lanes is unaffected by -travel time decisions elsewhere, our analysis indicates that the project is expected to have very little impact on utilization of the 91 Express Lanes in Orange County. As shown below, 91 Express Lanes traffic, toll rates, and gross potential revenue are similar to those in the baseline scenario. Since VOCTAM forecasts indicate slightly lower global traffic in the Riverside Freeway / SR-91 corridor, Scenario 2 average and super -peak tolls are also slightly lower than those in the baseline scenario. Table 10 presents Scenario 2 toll rates for FY 2020 and 2025. Table 10 91 Express Lanes (OCTA) Present Value Toll Equivalent Rates - Scenario 2: Reversible Exaress Lanes Fiscal Year Toll Period Future Value FY 05 Equivalent 2020 Super -Peak $14.10 $9.05 Average $4.15 $2.66 Overnight $1.65 $1.05 2025 Super -Peak $21.50 $11.90 Average $4.97 $2.75 Overnight $1.90 $1.05 Table 11 displays Scenario 2 traffic and gross potential revenue for FY 2025. 91 Express Lanes ADT is forecast to be 44,400 which is expected to generate gross potential annual revenue of $79.8 million. Traffic and gross potential revenue are both two percent less than they are in the baseline scenario forecasts. 91 Express Lanes Traffic and Revenue Update February 1, 2007; Page 36 of 49 Table 11 FY 2025 Traffic and Gross Potential Revenue ® Scenario 20 Reversible Express Lanes 91 Express Lanes A"T EB 24,700 Weekday WB 21,700 Thursday/ EB 29,000 Friday wEi 23,000 E6 21,800 Saturday VVB 19,300 ES 14,000 12,700 Sunday Totals Weekly Hourly Simulation ModeEstimated FY 2025 Gross Potential Daily Revenue $169,000 $8'1,000 $234,000 $86,000 $59,000 $50,000 $34,000 $32,000 310,900 $1,565,000 91 Express Gross Lanes Potential Annual Annual Traffic Revenue 3,700,000 $25,200,000 3,200,000 $12,100,000 3,000,000 $23,800,000. 2,300,000 $8,700,000 1,200,000 $3,300,000 1,100,000 $2,800,000 800000 $2,000,000 700,000 , $1,900,000 16,100)000 $79j800,000 Daily Average 44,400 $224,000 I" General Purpose n A° 140,000 146,600 152,200 151,100 149,400 1`51,900 ' 132,600 133, ° 2,034,200. 290,600 164,700 168,300 . 1,200 174,100 171,200 171,200 146,600 146,600 2,345,000 335000 Table 12 shows FY 2025 traffic and gross potential revenue forecasts by hour and direction for typical weekdays . (Monday to Wednesday). Conditions over the course of the day are expected to be similar to those in Scenario 1. Peak hour weekday eastbound 91 Express Lanes market share is approximately 26 percent and average weekday market share is approximately 14 percent 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 37 of 49 Table 12 FY 2025 Weekday (Monday to Wednesday) Hourly Traffic and Gross Potential Revenue - Scenario 2: Reversible Express Lanes Weekday Eastbound Global Volume 2025 General Purpose Lane Volume 91 Express Lane Volumes Nominal HOV3+ Toll Rate . Ton Rate SOV, HOV2 Gross HOV3+ Gross Potential Toll Potential Toll Revenue , tevenue Number of Days Annual Gross Potential Revenue Hour Beginning SOY, 91 HOV3+ Express HOV2 Volume 12:00 AM 2,315 2,269 31 15 46 $1.90 $0.00 $59 $0 , 149 $8,799 1:00 AM 1,274 1,255 14 6 19 $1.90 $0.00 $26 $0 149 $3,847 2:00 AM 945 936 7 2 9 $1.90 $0.00 $13 $0 149 $1,984 3:00 AM 897 888 8 1 9 $1.90 $0.00 $14 $0 149 $2,151 4:00 AM 1,899 1,861 34 4 38 $1.90 $0.00 $64 .$0 149 - $9,517 5:00 AM 4,827 4,634 174 20 193 $1.90 $0.00 $330 $0 149 , $49,128 6:00 AM 7,578 6,820 693 64 758 $3.15 $0.00 $2,184 $0 149 $325,413 7:00 AM 7,907 7,117 738 52 791 $3.15 $0.00 $2,326 $0 149 $346,503 8:00 AM 7,413 6,672 684 57 741 $3.15 $0.00 $2,156 $0. 149. $321,194 9:00 AM 6,919 6,435 440 44 484 $3.15 $0.00 $1,387 $0 149 $206,735 10:00 AM 6,754 6,281 423 50 473 $3.15 $0.00 $1,333 $0 149 $198,613 11:00AM 6,629.. 6,165 414 50 464 $3.15 $0.00 $1,304 $0 149 $194,322 12:00 PM 7,128 6,629 443 55 499 $3.15 $0.00 $1,397 $0 149 $208,155 1:00 PM 8,410 7,210 1,056 144 1,199 $4.25 $0.00 $4,487 $0. 149 $668,635 2:00 PM 9,733 7,663 1,816 254 2,069 $6.15 $0.00 $11,167 $0 149 $1,663,920 3:00 PM 10,764 8,200 2,177 387 2,564 $9.85 $0.00. $21,448 $0 149 $3,195,722 4:00 PM 12,273 9,100 2,721 451 3,173 $14.45 $0.00 $39,325 $0 149 $5,859,436 5:00 PM 12,470 9,272 2,755 443 3,198 $16.70 $0.00 $46,010 $0 149 $6,855,464 6:00 PM 11,696 8,551 2,612 533 3,146 $7.70 $0.00 $20,114 $0 149 $2,997,047 7:00 PM 9,779 7,643 1,776 360 2,136 $4.70 $0.00 $8,346 $0 149 $1,243,490 8:00 PM 8,611 7,319 1,011 281 1,292 $3.15 $0.00 $3,184 $0 149 $474,459 9:00 PM 7,732 6,958 563 210 773 $3.15 $0.00 $1,773 $0 149 $264,119 10:00 PM 6,749 6,276 332 ' 141 472 $1.90 $0.00 . $630 $0 '149 $93,871 11:00 PM 4,035 3,894 100 42 141 $1.90 $0.00 $189 $0 149 $28,217 Total 164,736 140,047 21,022 3,667 24,689 $8.05 $0.00 $169,267 $0 149 $25,220,740 Weekday Westbound Global Volume _ 2025 General Purpose Lane Volume 91 Express Lane Volumes Nominal HOV3+ Toll Rate Toll Rate S HOV2 Gross Potential Toll Revenue HOV3+ Gross Potential Toll Revenue Number of Days Annual Gross Potential Revenue Hour Beginning SOV, HOV2 HOV3+ 91 Express Volume 12:00 AM 1,406 1,396 8 3 11 $1.90 $0.00 $15 $0 149 $2,237 1:00 AM 969 964 4 1 5 $1.90 $0.00 $8 $0 149 $1,131 2:00 AM 1,056 1,048 6 2 8 $1.90 $0.00 $11 $0 149 $1,567 3:00 AM 1,946 1,916 18 12 29 $1.90 $0.00 $33 $0 149 $4,991 4:00 AM 7,403 6,913 330 161 490 $3.60 $0.00 $1,187 $0 149 $176,803 5:00 AM 10,835 8,722 1,563 550 2,113 $5.95 $0.00 $9,300 $0 149 $1,385,648 6:00 AM 11,862 9,322 1,978 561 2,540 $6.15 $0.00 $12,167 $0 149 $1,812,898 7:00 AM 12,114 9,521 2,041 553 2,594 $6.75 $0.00 $13,776 $0 149 $2,052,592 8:00 AM 11,273 9,075 1,904 .294 2,198 - $6.15 $0.00 $11,708 $0 149 $1,744,510 9:00 AM 10,516 8,646 1,627 243 1,870 $4.95 $0.00 $8,053 $0 149 $1,199,969 10:00 AM 9,759 8,197 1,333 228 1,561 $3.15 $0.00 $4,199 $0 149 $625,606 11:00 AM 8,749 7,656 921 172 1,094 $3.15 $0.00 $2,902 $0 149 $432,444 12:00 PM 8,160 7,344 681 135 816 $3.15 $0.00 $2,146 $0 149 $319,712 1:00 PM 8,160 7,344 684 132 816 $3.15 $0.00 $2,154 $0 149 $320,899 2:00 PM 8,278 7,450 704 124 828 $3.15 $0.00 $2,216 $0 149 $330,251 3:00 PM 8,665 7,799 736 130 867 $3.15 $0.00 $2,320 $0 149 $345,608 4:00 PM 8,918 7,803 944 171 1,115 $3.15 $0.00 $2,974 $0 149 $443,130 5:00 PM 8,749 7,656 913 180 1,094 $3.15 $0.00 $2,877 $0 149 $428,628 6:00 PM 8,076 7,269 649 158 808 $3.15 $0.00 $2,046 $0 ` 149 $304,796 7:00 PM 6,696 6,295 316 85 402 $1.90 $0.00 $601 $0 149 $89,594 8:00 PM 5,519 5,298 173 48 221 $1.90 $0.00 $329 $0 149 $49,032 9:00 PM 3,862 3,766 76 21 97 $1.90 $0.00 $144 $0 149 $21,445 10:00 PM 3,126. 3,072 .43 12 55 $1.90 $0.00 $81 $0 149 $12,101 11:00 PM 2,164 2,131 24 8 32 $1.90 $0.00 $46 $0 149 $6,858 Total _ 168,263 1 146,60211 17,676 3,985 21,661-.660 $0.00 $81,292 $0 t 149 ($12,112,451 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 38 of:49 Actual and forecasted 91 Express Lanes traffic and gross potential revenue for years 1996 through 2030 are displayed in Table 13 and Figure 18 below. Forecasts for FY 2007 through FY 2014 are identical to those in the baseline scenario as the proposed Scenario 2 is anticipated to be completed by 2015. Table 13 Hourly Simulation Model interim Year Toll Policy Forecasts a Scenario 2: Reversible Express Lanes Fiscal Year (ending. .June 30thi a lose 1989 1990 1991 1992 1903 1994 1995 1998 1997 1998 Global ADT 175,000: 183,000 197,000 206,000 206,000 205,000 206,000 207,000 210,000 . '221;000 227,000 Forecast Improvements 1 Toll Policy General Purpose Lanes ADT 175,000 183,000 197,000 206,000 206,000 205,000. . 206,000 207,000 203,900 4 Gross Potential 91 Express Growth Annual Growth Lanes ADT Rate Revenue slate (millions) 6,100 $2.8 200,20D 20,800 241% $10.3 268% 202,200 24,800 19% $14.8. 44% 1999 2000 2001 2002. 224,000 200,800 23,200 -8% $17.6. 232,000. 211,700 20,300 -13% $17.2 • 240,000 217,900 22,100. 9% $19.9. 19% 16% 250,000 226,100 23,900- 8%$23.3 17%_ . 2003 263.000 235,600 27,400 15% $26,6 14% 2004* 270,000 239,700 30,300 11% $26.4 -1% •.2005 273,000 238,100 34,900 1.5% $32,5 23% 2006 2007 2008 :.2009 38,800 11% 285,000 244,000 40,400 2% 288,000 248,700 41,300: 2%, $37.5 15% $45.0 $48.6 9% 8% 2010 291,000 248,900 42,100 2% $52.3 8% 2011 **A 2012 ,;:2013 • 2014 296,000 258,4.00 39,800 -6% $46.4 -11% 298,000 257,000 41,000 4% $49.9 8% 300,000. 257,800 . 42,400 3% $53.9 302,000... 258,100 43,900 4% $58.2.. 290k600 • • 44,400 •ysS.` g ff * HOV-3+ vehicles travel for free excepteastbound weekdays 4-6 PM beginning FY 04 . *' HOV 3+ vehicles travel for free at all times " SR 91 Major Improvement programs come online a% 8% 278,000, 239,900 2982,000 .242,300 39,700 2% - $41.3 10°A ■-- Baseline 91 Express Lanes ADT 91 Express Lanes Tragic and Revenue update February 1,2007 Page 39 of 49 Figure 18 91 Express Lanes Average Daily Traffic & Annual Gross Potential Revenue Scenario 2: Reversible Express Lanes $100.0 $N 0 $80.0 $70.0' .0 0 c� $40.0 $30.0` $20.0 2015 Fiscal Year 2020 awhile Gross Potential Annual Revenue (millions) Seen. 2 Gross .Potential Annual Revenue (millions) -4-- Scan. 2 91 Express Lanes ADT 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 40 of 49 4.3 Traffic and Gross Potential Revenue Projections Scenario 3: Full Express Lanes with Direct Connector Ramps to/from SR-241 Scenario 3 is an alternative to Scenario 2 that considers the possibility of extending. the 91 Express Lanes as a two-lane per direction facility rather than as a reversible facility by year 2015. Since the opening of the Eastern Transportation Corridor / SR-241 by the Transportation Corridor Agencies in October 1998, there has been an expressed need to connect SR-241 directly to the 91 Express Lanes. The primary deterrent to the connection was the cost of the interchange structures required to make the physical connection. Scenario 3 assumes the inclusion of the tolled direct connector concept, with year 2030 set as the date of completion. Since people will choose to use the 91 Express Lanes because of the travel time savings in that 10-miles and their travel time savings on the 91 Express Lanes is unaffected by travel time decisions elsewhere, our analysis of Scenario 3 finds 91 Express Lanes forecast traffic and gross potential revenue similar to that in the baseline and reversible . lanes scenarios. The full extension is expected to have little impact on utilization of the 91 Express Lanes in Orange County. Scenario 3 toll rates as presented in Table 14 are generally unchanged relative to those in the baseline scenario. Table 14 91 Express Lanes (OCTA) Present Value Toll Equivalent Rates - Scenario 3: Full Express Lanes with Direct Connector to/from SR-241 Fiscal Year Toll Period Future Value FY 05 Equivalent 2020 Super -Peak Average $14.45 $4.12: $9.27 $2.64 Overnight Super -Peak Average $.1.65 $21.20 $4.97 $1.05 $11.74 $2.75 Overnight $1.90 $1.05 91 Express Lanes Traffic and Revenue Update February 1,, 2007 Page 41 of 49 Table 15 displays Scenario 3 traffic and gross potential annual revenue for FY 2025. 91 Express Lanes ADT is forecast to be 45,200 which is expected to generate gross potential annual revenue of $81.2 million. Annual forecasts of traffic and gross potential revenue are equal to those in the baseline scenario. Table 15 FY 2025'Traffic and Gross PotentialRevenue - Scenario 3: Full Express Lanes with Direct Connector tolfro SR-241 Hourly Simulation Model Estimated FY 202 91 Express Lanes ADT Gross Potential Daily Revenue 91 Express Gross Laves Potential Annual Annual Traffic Revenue General Purpose Lane ADT Global, ADT Weekday EB WB Thursday/ EB Friday wB EB Saturday WB Sunday Totals Weekly EB WB Daily Average 24,700 21,70.0 29,600 23,70.0 22,400 20,300 14,700 12,700 316,300 45,200 $171,000 $82,000' $238,000 $88,000 $60,000 $52,000 $36,000 $321000 $1,591,000 $227,000 3,700,000 $25,500,000 33200,000 a $12,100,000 3,000,000 $24,300,000 2,400,000 $9,000,000 1,300,000 $3,400,000 1,100,000 $2,900,000 900,000 $2,100,000 700,000 $1,900,000 m 16,3001000 $81,200,000 140,500 147,0M 152,100 150,900 149,30D 151,400 132,300 134,300,_ 2,035,800 290,800 165,200 168,800 181,700 174,600. 171,700 171,700 147,000 147,000 2,352,000 336,000 91 Express Lanes traffic and gross potential revenue forecasts by hour and direction for typical weekdays are also generally unchanged relative to the baseline scenario. 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 42 of,49 . Table 16 FY 2025 Weekday (Monday to Wednesday) Hourly Traffic and Gross Potential Revenue Scenario 3: Full Express Lanes with Direct Connector to/from SR-241 Weekday Eastbound Global Volume 2025 General Purpose Lane Volume 91 Express Lane Volumes Nominal HOV3+ Toll Rate Toll Rate SOV, HOV2 Gross Potential Toll Revenue HOV3+ Gross Potential Toll Revenue Number .of Days Annual Gross . Potential Revenue Hour Beginning SOV, HOV2 HOV3+ 91 Express Volume 12:00 AM - , : 2,322 2,276 31 15 46 $1.90 $0.00 $59 $0 149 $8,825 1:00 AM :. 1,277 1,258 14 6 19 $1.90 $0.00 $26 $0 149 $3,858 2`:00AM 948 938 7 2 .. 9 $1.90 $0.00 $13 $0 149 $1,989 3:00 AM 899 890 8 1 9 $1.90 $0.00 $14 $0 149 $2,157 4:00 AM 1,905 1,867 34 4 38 $1.90 $0.00 $64 $0 . 149 $9,546 . 5:00 AM ' 4,841 4,648 174 20 194 $1.90 $0.00 $331 $0 149 $49,274 6:00 AM 7,600 6,840 695 65 760 $3.15 $0.00 $2,190 $0 149 $326,384 7:00 AM _, 7,931. 7,138 740 53 793 $3.15 $0.00 $2,332 $0 149 $347,537 8:00AM 7,435 6,692 686 57 744 $3.15 $0.00 $2,162 $0 ' " .:149. $322,153 9:00 AM 6,940 6,454 442 44 486 $3.15 $0.00 $1,392 $0 149 $207,352 10:00 AM . 6,774. 6,300 424 50 474 $3.15 $0.00 $1,337 $0 149 $199,206 11:00 AM •.6,648 6,183 415 50 465 $3.15 $0.00 $1,308 $0 - 149 $194,902 12:00 PM 7,149 6,649- 445 56 500 $3.15 $0.00 - $1,401 $0 . 149 $208,777 1:00 PM 8,435 "7,232 1,059 144 1,203 $4.25 $0.00 $4,501 $0 149 $670,631 2:00 PM 9,762 7,686 1,821 254 2,076 $6.15 $0.00 $11,201 $0 149 $1,668,887 3:00 PM 10,796 8,225 2,184 388 2,572 $9.85 $0.00 $21,512 $0 149 $3,205,261 4:00 PM 12,309 9,127 2,730 453 3,182 $14.75 $0.00 $40,261 $0 149 -. ` $5,998,940 5:00 PM' 12,508 9,313 2,752 443 3,194 $16.95 $0.00 $46,642 $0 149 $6,949,604 6:00 PM 11,731. 8,576 2,620 535 3,155 $7.70 $0.00 $20,174 $0 149 $3,005,993 7:00 PM 9,809 7,666 1,781 361 2,142 $4.70 $0.00 $8,370 $0 149 $1,247,202 . 8:00 PM 8,636 • 7,341 1,014 282 1,295 $3.15 $0.00 $3,194 $0 149 $475,875 9:00 PM 7,755 6,979 564 211 775 $3.15 $0.00 $1,778 $0 149 "$264,907 10:00 PM 6,769 6,295 333 141 474 $1.90 $0.00 $632 $0 • 149 $94,151 11:00 PM 4,047 3,905 100 42 142 $1.90 $0.00 $190 $0 149 $28,301 Total 165,228 140,479 21,073 3,676 24,749 $8.12 $0.00 $171,085 $0 149 $25,491,714. Weekday Westbound Global Volume 2025 General Purpose Lane Volume 91 Express Lane Volumes Nominal HOV3+ To!I Rate Toll Rate SOV, HOV2 Gross Potential Toll Revenue HOV3+ Gross Potential To/! ' Revenue Number of Days Annual Gross Potential Revenue _ _ Hour Beginning SOV, HOV2 HOV3+ _ 91 Express Volume 12:00 AM 1,411 ., 1,400 8 3 - 11 $1.90 $0.00 _._ $15 $0 149 $2,243 1:00 AM 972. 967 4 1 5 $1.90 $0.00 $8 $0 149 $1,134 2:00 AM 1,059 1,051 6.. 2 8 $1.90 $0.00 $11 $0 149 $1,572 3:00 AM 1,951 1,922: 18 12 29 $1.90 $0.00 $34 $0 149 . $5,006 4:00 AM 7,425 6,933'. 331 161 492 $3.60 $0.00 $1,190 $0 149 $177,331 5:00 AM 10,867 8,748. 1,568 551 2,119 $5.95 $0.00 $9,327 $0 : 149 .. $1,389,785 6:00 AM 11,897 9,350 1,984 563 2,547 $6.15 $0.00 $12,203 $0 149 $1,818,309 7:00 AM 12,151 9,549: 2,047 554 2,601 $6.75 $0.00 $13,817 $0 149 $2,058,719 8:00 AM 11,307 9,102` 1,909 295'" 2,205 $6.15 $0.00 $11,743 $0 149 $1,749,717 9:00 AM 10,547 8,672 1,632 244 1,875 $4.95 $0.00 $8,078 $0 149 $1,203,551 10:00 AM . 9,788 8,222 1,337 229 1,566 $3.15 $0.00 $4,211 $0 - 149 $627,474 1.1:00 AM 8,775 7,678 924 173 1,097 $3.15 $0.00 $2,911 $0 149 $433,735. 12:00 PM 8,185 7,366 683 135 818 $3.15 $0.00 $2,152 $0 149 $320,667 1:00 PM 8,185 7,366 . 686 133 818 $3.15 $0.00 $2,160 $0 149 $321,857 2:00 PM 8,303 7,473 706 125 830 $3.15 $0.00 $2,223 $0 149 $331,237 3:00 PM 8,691 7,822 739 131 869 $3.15 $0.00 $2,326 $0 149 $346,640 4:00 PM 8,944 7,826 947 171 1,118 $3.15 $0.00 $2,983 $0 149 $444,453 5:00 PM " 8,775 7,678 916. 181 1,097 $3.15 $0.00 $2,885 $0 149 $429,908 6:00 PM 8,100' 7,290 651 159 810 $3.15 $0.00 $2,052 $0 149 $305,706 7:00 PM 6,716 6,313 . 317 86 403 $1.90 $0.00 $603 $0 149 $89,861 8:00 PM 5,535 5,314 174 48 221 $1.90 $0.00 $330 $0 149 $49,179 9:00 PM 3,874 3,777 76 21 97 $1.90 $0.00" $144 $0 149 $21,509 10:00 PM 3,.136 3,081 43 12 55 $1.90 $0.00 $81 $0 149 $12,137 11:00 PM 2,170 . 2,138 24 8 33 $1.90 $0.00 $46 $0 149 $6,878 Total 168,765 147,039 17,729 3,997 21,726 $4.60 $0.00 $81,534 $0 149 $12,148,608. 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 43 of 49 Note that FY 2030 traffic and gross potential revenue forecasts are not provided in the traffic and gross potential revenue stream presented in Table 17. The proposed improvement in year 2030 assumes the addition of a direct connector between the Eastern Transportation Corridor / SR-241 and the 91 Express Lanes to/from the east (241 DC's). Construction of the proposed 241 DC's would require the addition of an auxiliary lane in each direction, making the 91 Express Lanes between SR-241 and SR- 71 three -lanes wide per direction. East of SR-71, the extension of the 91 Express Lanes reverts to two -lanes per direction without any opportunities to exit the facility. As forecast by VOCTAM, an imbalance between modeled traffic demand and actual capacity exists under this configuration. Traffic demand on the 91 Express Lanes that would result from processing the forecast VOCTAM global demand east of the direct -connector would exceed available capacity on the two-lane extension. Forecasts made for FY 2030 by VOCTAM (and in general by models like VOCTAM) under Scenario 3 are not representative of realistic conditions. The eastbound bottleneck condition on the extension east of SR-71 results in a traffic and gross potential revenue forecast for Scenario 3 in FY 2030 that is not meaningful. 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 44 of 49 Table 17 Hourly Simulation Model Interim Year Toll Policy Forecasts Scenario 3e Full Express Lanes with Direct Connector to/from SR-241 Fiscal Year (ending Global .tune 30th) ADT Forecast improvetnents.1 Toll Policy . General 91 Express Purpose Lanes Lanes ADT ADT 175,000 175,000 183,000 183,000 197,000 197,000 206,000 206,000 206,000. 206,000 1993 205,000._ 205,000 1994 206,000 206,000 1995 .207,000 207,000 Growth Rate Grp Potential Groff Anneal Raft® ReMMUS (tniillons) 1996 210,000 203,900111111 $2.8 1997 2221,000 200,200 20,800 241% L $10.3 268% 1998 227,000 202,200 24,800 19% $14.8 44% 1999 224,000 200,800 23,200 j -6% $17:6 19% 2000 232,000 6,100 211,700 20,300 -13% $17.2 -2% 2001.240,000 217,900 22,100 9% $19.9 16% 2002 250,000. 226,100 23,900 8% $23.3 17%, 2003 263,000 235,600 27,400 _ 15% $26.6 14% 2004* 270,000 239,700 30,300 11 % $26.4 . -1 % 2005 273,000 238,100 34,900 15% $32.5 23% 2006 278,000 239,900 11% $37:5. 15% 38,800 2007 282,000 242,300 39,700 2% $41.3 10% 2008 285,000 244,600 40,400 2% $45.0 9% 2009 288,000 246,700 -- 41,300. 2% $48.6 :8% 2010 291,000 248,900 42,100 2% $52.3 8% 2011 ** ! 296,000. 256,400 39,600 -6% $46.4 -11 % 2012 298,000. 257,000 41,000 4% $49.9 8% • 2013 300,000 257,600 42,400: 3% $53.9 .8% 2014. .302,000 258400 ..� 43t900 4%... $58.2 .. .8% *°H©V-3+ vehicles travel for free except eastbound weekdays 4-6 PM beginning FY 04 ** HUV=3+ vehicles travel for free at all tunes " SR 91 Major Improvement programs comae online 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 45 of 49 Figure 19 91 Express Lanes Average Daily Traffic & Annual Gross Potential Revenue Scenario 3: Full Express Lanes with Direct Connector to/from SR-241 $120 0 n $110.0 $100.0 $90.0 $80.0 C t $70.0 $60.0 gt $50.0 ® $40 0 0 I $30.0 c e c $20.0 2010 2015 Fiscal Year T 2020 2025 r 1 90,000 75,000 60,000 a 45,000 to LIJ 30,000 as 15,000 Baseline Gross Potential Annual Revenue (millions) Scen. 3 Gross Potential Annual Revenue (millions) -a-- Baseline 91 Express Lanes ADT. -4,--Seen. 3 91 Express Lanes ADT 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 46 of 49 4.4 Traffic and Gross Potential Revenue Projections — Scenario 3b: Full Express Lanes with Direct Connector ramps to SR-241 and SR-71 Scenario 3b is a variation of Scenario 3, but addresses the imbalance between traffic demand and capacity by adding a direct connector between the 91 Express Lanes and. SR-71 in addition to adding an auxiliary lane to the 91 Express Lanes between SR-241 and SR-71. In order for the year 2030 addition of a direct -connector ramp between the extension of the 91 Express Lanes and SR-71 to mitigate the imbalance between eastbound traffic demand and capacity present in Scenario 3, enough drivers must exit the eastbound extension and continue northbound on SR-71. Under these conditions, the eastbound lane -drop is less likely to cause a bottleneck. Broad analysis of VOCTAM output shows that about one-third of traffic on the eastbound extension exits to SR-71 northbound. The remaining two -lanes should have sufficient capacity to accommodate the remaining vehicles that continue east. A positive traffic and gross potential revenue impact on the 91 Express Lanes is forecast due to the availability of this direct move to SR-71. In FY 2030, 91 Express Lanes gross potential annual revenue is forecast to be $105.9 million, two percent higher than in the baseline `scenario. 91 Express Lanes ADT is forecast to be 49,800, also about two percent higher than in the baseline scenario. 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 47 of 49 Table 18 Hourly Simulation Model Interim Year Toll Policy Forecasts - Scenario 3b: Full Express lanes with Direct Connector ramps to SR-241 and SR-71 Fomr.ast improvements ! Toil Policy Fiscal Year s (ending Global ADT June 30th) 1988 175,000 1989 183,000 1990 197,000 1991 206,000 1992 206,000 1993 205,000 1994 206,000 1995 207,000 1996 210,000 1997 221,000 1998 227,000 1999 224,000 2000 232,000 General 91 Express Purpose Lanes ADT Lanes ADT 197,000 206;000 205,000 2€i6,000 207,000 203,900 • 6,100 Grows PotenBal Growth Annual Growth Rate Revenue Rate $2.8 200;200: 20,800 241%. $10.3 268% :202,200. 200;800 211;700 24,800 19% $14.8 44% 23,200 -6% $17.6 19% 20,300 -13% ! $17.2 -2% 2001 240,000 : 217,900 22,100 9% $19.9 16% 2002 250,000 226,100 23,900 8% $23.3 17% 2003 263,000 235,600 27,400 15% $26.6 14% 2004* 270,000 239;700 30;300 11% $26:4 -1 % 2005 273,000 238,100 34,900 15% $32.5 23% 2006 278,003 239,200 38;800 11 % $37.5 15% 2007 282,000 242,300 39,700 2% $41.3 10% 2008 285,000 244,600 40,400 2% $45.0 9% 2009 288,000 246,700 41,300 2% $48.6 8% 2010 291,000 248,900 42,100 2% $52.3 8% 20.11 **A 296,000 256,400 39,600 -6% $46.4 -11 % 2012 298,000 257;000 41,000 4% $49:9 8% 2013 300,000 257,600 42,400 3% $53.9 8% 2014.. 302,000 258,100 .43,900. 4% $58.2 8% 336,000 T 290,800 45,200 2% $81.2 6%. •y . * HOV 3+ vehicles travel for free except eastbound weekdays 4-6 PM beginning FY 04 ** HOV-3+ vehicles travel for free at all times ^ SR 91 Major Improvement programs come online 91 Express Lanes Traffic and Revenue Update February 1, 2007 Page 49 of 49 5 91 EXPRESS LANES TRAFFIC & REVENUE FORECAST BASIC ASSUMPTIONS & RISK FACTORS The following assumptions and risk factors have been included in the 91 Express Lanes 2006 updated traffic and revenue forecast: 1) The underlying economic estimates will come to fruition as outlined in Vollmer's October 2003 forecast; there will be no prolonged recession in the Southern California economy. 2) No national, regional or local emergency will arise which would restrict the use of motor vehicles in the Study Area during the forecast period. 3) Motor fuel will remain in adequate supply, and price increases in fuel will not significantly exceed the overall rate of inflation [no more than $4.00 per gallon (2006 Vs) over long-term]. 4) A rigorousprogram of violation enforcement will continue. Gross potential revenue projections do not consider the impact of toll violations, but a lack of vigilant enforcement has the potential to encourage traffic levels that exceed forecasted levels. 5) The capital program for the improvement of the Riverside, Freeway / SR-91 corridor will be undertaken as identified in the 2006 State Route 91 Implementation Plan 6) The definition of vehicles which are allowed free or discounted usage will not be significantly expanded during the forecast period. 7) Toll rates will be adjusted pursuant to the decision process in OCTA's Toll Policy. OCTA Item 4 May / 8, 2007 To State. Route 91 Advisory Committee From: Arthur T. Leah , Chief Executive Officer Subject: Draft 2007 State Route 91 Implementation Plan Overview Enabling legislation related to the 91 Express Lanes requires the Orange County Transportation Authority to annually issue a plan and proposed schedule for Riverside Freeway (State Route 91) improvementprojects eligible for funding by potential excess toll revenue. The Draft 2007 State Route 91 Implementation. Plan is provided for review and approval. Recommendation Approve the Draft 2007 State Route 91 Implementation Plan. Background State statute enacted by Assembly Bill 1010 (Chapter 688, Statutes of 2002) requires the Orange County Transportation Authority (OCTA), in consultation with the California Department of Transportation (Caltrans) and the Riverside County Transportation Commission (ROTC), 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). The intent of the plan is to establish a program of projects eligible for funding by potential excess 91 Express Lanes toll revenue. The Draft 2007 State Route 91 Implementation Plan is enclosed for review and approval. Discussion A major update to the implementation plan occurred in 2006, with Caltrans, ROTC, and corridor cities providing input. That update focused primarily on including recommendations from the :approved Riverside County -Orange County Major Investment Study (MIS) be incorporated into the plan, as well as Orange County Transportation Authority 550 South Main Street / P.O. Box 14184 / Orange / California 92863-1584 / (714) 560-OCTA (6282) Draft 2007 State Route 91 Implementation Plan Page 2 inclusion of preliminary traffic analysis describing the general benefits of major projects. The projects for the Draft 2007 State Route 91 (SR-91) Implementation Plan (Plan), have been updated based on the RCTC 10-Year Delivery Plan the state Proposition 1 B Corridor Mobility Improvement Account process, and. the Orange County voters approving the Renewed Measure M program. Further,' several major projects have been advanced through the project development process, and new information has been incorporated into the Plan. As before, OCTA collaborated with Caltrans, ROTC, and corridor cities for the Plan update. OCTA retained an engineering consultant for the update' that included convening technical meetings with agencies' staff. The results of this process are 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 first set of projects will be completed by 2011.and includes four improvements at a total cost of approximately $150 . million. The projects include the Green River Road interchange overcrossing replacement, Metrolink service improvements, Express Bus improvements, and the eastbound (EB) SR-91 lane addition from the Eastem Transportation Corridor (State Route 241) to the Corona Expressway (State Route 71). These projects are either in the preliminary engineering, final design, construction, or procurement and implementation phases. The second set of projects will be completed in . the 2015 timeframe and will include five projects, with a total cost of just over $1 billion. The projects include new travel lanes between State Route 55 (SR-55) and. State Route 241 (SR-241); new travel lanes from SR-241 to Pierce Street in Riverside to add a fifth general purpose lane in each erection on the SR-91, interchange improvements at State Route 71 (SR-71)/SR-91,: and collector -distributor roads for EB SR-91 to SR-71 and in both directions at Interstate 15 (1-15); a I-15/SR-91 direct connector; a westbound lane at Tustin Avenue; and a potential new interchange at Fairmont Boulevard. Projects for implementation by 2020 include SR-55/SR-91 interchange improvements, a significant expansion of Metrolink service, and the SR-241/SR-91 direct connector. OCTA, RCTC, and Caltrans 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 by 2020 are anticipated to cost approximately $775 million. Draft 2007 State Route 91 Implementation Plan Page 3 Projects for implementation by 2030 focus on longer lead time projects. These three multi -billion dollar potential projects require 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 as described within this project summary. The Plan includes traffic analysis for major SR-91 projects. The results indicate that improvements planned will decrease travel time and improve peak hour travel speeds. While still planning concepts, the introduction of potential new corridors identified in the MIS by 2030 offer the potential capacity to manage future SR-91 demand. Further feasibility studies will determine if one or both concepts move forward in the project development process. Summary The Orange County Transportation Authority has completed the Draft 2007 State Route 91 Implementation Plan required by enabling toll road legislation. The Plan is presented for review and approval, and the final document will be transmitted to appropriate members of the state legislature. Attachment A. Draft 2007 State Route 91 Implementation Plan Prepared by: Approved b Kurt Brotck Director, Strategic Planning (714) 560-5742 Kia Mortazavi� Executive Director, Development (714) 560-5741 • TABLE OF CONTENTS SECTION 1: 2007 STATUS REPORT AND UPDATE SECTION 2: IMPLEMENTATION PLAN BY YEAR 2011 BY YEAR 2015 BY YEAR 2020 BY YEAR 2030 SECTION 3: REFERENCES SR-91 IMPLEMENTATION PLAN Table of Contents I 1 6 7 12 18 22 26 • • SECTION 1: 2007 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 Califomia. 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 State Route 91 (SR-91) in northeast Orange County between the Orange/Riverside County line and State Route 55 (SR-55). Since the 91 Express Lanes carried its first vehicle in December 1995, the facility has saved users millions of hours of commuting time. While the 91 Express Lanes facility has improved travel time along the SR-91 corridor, provisions in the franchise agreement between Caltrans and the private franchisee, the Califomia Private Transportation Company (CPTC), prohibited Caltrans and county transportation agencies from adding transportation capacity or operational improvements to the SR-91 corridor from Interstate 15 (I- 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) 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 Lane 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. AB 1010 also requires OCTA, in consultation with Caltrans and the Riverside County Transportation Commission (RCTC), to annually issue a plan and a proposed completion schedule for SR-91 improvements from 1-15 to SR-55. This plan establishes a program of projects eligible for funding by the use of potential excess toll revenue and other funds. This 2007 SR-91 Implementation 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 2006 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 Project Delivery Plan that outlines a number of projects such as the extension of Express Lanes from the Orange/Riverside County Line to 1-15, the California Transportation Commission (CTC) Corridor Mobility Improvement Account (CMIA) that provides a funding source for transportation projects, and the Renewed Measure M program that provides funding for transportation projects in Orange County. The 2007 SR-91 Implementation 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 implementation. Project descriptions include conceptual lane diagrams (as appropriate), cost estimates (in 2007 dollars), 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 IMPLEMENTATION PLAN 1 • Heavy traffic volumes from 1-15 (North and South) converge with SR-91. Weaving and merging condition is complicated by the close proximity of the Main Street off -ramp. ❖ High demand from several on -ramps within the eastern segment exacerbates traffic conditions during rush hours. SR-91 CORRIDOR CONDITIONS Project Limits The project study limits encompass the segment of SR-91 from west of the junction of SR-55 and SR-91 in the City of Anaheim in Orange County to east of the junction of SR-91 and 1-15 in the City of Corona in Riverside County. The freeway segment is approximately 17.3 miles long, and includes approximately 9.7 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: •;. • 0' The right eastbound (EB) general purpose (GP) lane is dropped at State Route 71 (SR-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. ❖ SR-241 merges with SR-91 causing additional congestion in the EB direction. Both EB lanes are dropped prior to 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. The right EB lane on SR- 91 is dropped at Lakeview Avenue and the second lane is dropped at Imperial Highway creating a severe merge condition. ❖ High demand from Weir Canyon Road, Imperial Highway and Lakeview Avenue. ❖ Westbound (WB) traffic entering SR-91 at Lakeview Avenue weaving through three lanes from WB SR-91 to southbound (SB) SR-55 causes a mainline backup. PROJECT SUMMARY Many of the projects identified in this 2007 Implementation Plan are based on the Riverside County — Orange County Major Investment Study (MIS) that was completed in January 2006. The projects are presented based on potential implementation schedules and priorities established in the MIS. Table 1 summarizes the various projects in the 2007 SR-91 Implementation Plan. • The first set of projects will be completed by 2011 and include four improvements at a total cost of approximately $150 million. The projects include the Green River Road interchange overcrossing replacement, Metrolink service improvements, Express Bus improvements, and the eastbound SR- 91 lane addition from SR-241 to SR-71. These projects are in the process of preliminary engineering, final design, construction, or procurement and implementation, as noted in the project summaries. ❖ The 2015 improvements include five projects, with a total cost of approximately $1.1 billion. The projects include new travel lanes between SR-55 and SR-241; the 5th lane project from SR-241 to Pierce Street that will add a fifth GP lane in each direction on SR-91 and potentially extend the 91 Express Lanes to 1-15, interchange improvements at SR-71/SR-91, and collector -distributor (CD) roads for EB SR-91 to SR- 71 and in both directions at 1-15; an I-15/SR-91 direct connector; a WB lane at Tustin Avenue; and a potential new interchange at Fairmont Boulevard. ❖ Projects for implementation by 2020 include the SR- 241/SR-91 HOV/HOT connector, a significant expansion of Metrolink service and station SR-91 IMPLEMENTATION PLAN 2 • • enhancements, and SR-55/SR-91 interchange improvements. OCTA, RCTC, and Caltrans will be initiating some 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 2020 would cost approximately $775 million. Some of these projects may become components of 2030 and post-2030 projects. ❖ Projects for implementation by 2030 focus on longer -lead time projects. These three, 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 2007 SR-91 Implementation Plan, the traffic impacts for major SR-91 capacity projects are analyzed. This analysis used the latest freeway operations software model available from UC Berkeley and 2007 traffic data. 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 eastbound afternoon and westbound morning conditions for the following major projects: •❖ Eastbound lane addition from SR-241 to SR-71 by 2011 (Project 4). SR-91 IMPLEMENTATION PLAN Table 1 - SR-91 Implementation Plan Proiects Project Project Summary No. Cost (5M) By Year 2011 1 Green River Road Overcrossing Replacement 2 Metrolink Short -Term Expansion Plan 3 Express Bus Improvements — Orange County to Riverside County 4 Eastbound Lane Addition from SR-241 to SR-71 SUBTOTAL 24.3 35.4 9.5 80.5 149.7 By Year 2015 5 Widen SR-91 between SR-55 and SR-241 by Adding a 5th GP lane in Each Direction 6 Widen SR-91 by One GP Lane in Each Direction 585 East of SR-241, CD Roads at SR-71/SR-91 and I- 15/ SR-91, and System Interchange Improvements 7 I-15/SR-91 Direct Connector 8 SR-91 WB Lane at Tustin Avenue 9 New Interchange at Fairmont Boulevard SUBTOTAL 96 229 95 46 - 70 1,051 - 1,075 By Year2020 10 SR-241/SR-91 HOV/HOT Connector 11 Metrolink Service and Station Improvements 12 SR-55/SR-91 Interchange Improvements SUBTOTAL 240 335 200 775 13 14 15 By Year 2030 and Post-2030 Elevated 4-Lane Facility (MIS Corridor A) from SR- 241 to 1-15 4-Lane Facility (MIS Comdor B) from SR-241/SR- 133 to I-15/Cajalco Road Anaheim to Ontario International Airport High Speed Rail SUBTOTAL 3,200 5,700 TBD 8,900+ • New lanes in both directions from SR-55 to SR-241 by 2014 (Project 5). ❖ New lanes in both directions from SR-241 to 1-15 by 2015 (Project 6). • New capacity provided by Corridor A and Corridor B by 2030 as suggested by the 2006 Riverside County — Orange County Major Investment Study (Projects 13 and 14). The results indicate that improvements planned for 2015 will significantly decrease travel time and increase travel 3 • speeds EB in the afternoon. These improvements, plus planned widening of SR-91 between SR-55 and SR-241 by 2015, will help manage the future growth in WB moming travel. However, the WB moming travel time remains nearly the same as today's conditions even with these improvements. The current design of the SR-551SR- 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 or diversion to other corridors. The introduction of Corridors A and B by 2030 offer the potential capacity to manage future SR-91 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. Time period "2007 A" in Figure 1-1 represents the inclusion of an EB SR-91 restripe and median barrier reconstruction project that will remove the CHP enforcement area and will extend the auxiliary lane from SR-71 to the Serfas Club Drive off -ramp. The anticipated construction completion date is October 2007. Figure 1-1— Mainline Eastbound SR-91 From SR-55 to 1-15 P.M. Peak Hour Average Travel Time Mainline Eastbound SR-91 from SR-55 to 1.15 PM Peak Hour Average Travel Time (in Minutes) 120 100 60 — 60 40 20 — o 2005 Existing 2007 A 2011 2015 2020 2030 2030 A&B (2007) ❑ Orange County o Riverside County Figure 1-2 — Mainline Westbound SR-91 From 1-15 to SR-55 A.M. Peak Hour Average Travel Time 80 70 60 50 ao 30 20 0 0 Mainline Westbound SR-91 From 1-15 to SR-55 AM Peak Hour Average Travel Time (in Minutes) - -- — — `— 2005 Existing (2007) 2011 2015 2020 2030 2030 A&B 0 Orange County o Riverside County SR-91 IMPLEMENTATION PLAN 4 • • 411,1::* PROJECT ACCOMPLISHMENTS Much progress has been made since the initial 2003 Implementation Plan was approved. Recently Completed Construction/Improvement Projects As of May 2007, the following physical improvements have been constructed/implemented: ❖ Express Bus improvements are implemented for the Galleria at Tyler to South Coast Metro route. ❖ Westbound 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. ❖ Westbound 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 Truck Scales. Existing shoulders were improved, lanes were re -striped, illumination improved, and signage was modified into and out of the eastbound facilities. These projects provided enhanced freeway capacity and improved mobility for one of the most congested segments of the freeway. 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 or in draft form that identify improvements that will provide improved mobility. The reports and PSR's include: ❖ Project Report for Eastbound Lane from SR-241 to SR-71 (Expected 2007). ❖ 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). 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). ❖ Riverside County -Orange County Major Investment Study (MIS) — Final Project Report: Locally Preferred Strategy Report (January 2006). Updates from the 2006 Implementation Plan In addition, to the improvements and progress noted above, the following projects that were included in the 2006 SR-91 Implementation Plan have been modified or dropped for the 2007 Plan: ❖ SR-91 Reversible Lanes from the County Line to 1-15 project has been dropped since the time table will interfere with implementation of the 5th lane addition project from SR-241 to Pierce Street. Potential reversible operation is noted for the Corridor A project under the project description. ❖ The Green River Road overcrossing replacement project has begun construction in March 2007. ❖ The widening of SR-91 from SR-55 to SR-241 by adding a 5th GP lane in each direction has been moved up from 2020 to 2014 since it has received $22M in CMIA funding. ❖ The extension of Express Lanes to 1-15 is added to the 5th lane project widening from SR-241 to 1-15. ❖ The I-15/SR-91 direct connector project has been moved up from 2030 to 2015 to coincide with the schedule for 5th lane widening from SR-241 to 1-15. ❖ The SR-241/SR-91 HOV/HOT connector project has been moved up from 2030 to 2020 because of the accelerated schedules for projects along SR-91 that may impact the project and to potentially reduce throw -away costs from implementation of earlier improvements. ❖ RCTC, on behalf of Riverside Orange Corridor Authority (ROCA), a Joint Powers Agreement (JPA), has submitted the permit application to the United States Department of Agriculture (USDA) Forest Service for geotechnical studies within the Cleveland National Forest for the Corridor B (Irvine -Corona Expressway) 4-lane facility from SR-241/SR-133 to I- 15/Cajalco Road. RCTC anticipates completing the feasibility study by the end of 2008. SR-91 IMPLEMENTATION PLAN 5 • SECTION 2: implementation Plan • OVERVIEW The 2007 SR-91 Implementation Plan describes projects, implementation schedules, key consideration, benefits, and costs (in 2007 dollars) for major projects through 2030. Most of the projects identified in this Implementation Plan are based on the Riverside County — Orange County Major Investment Study (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 2011, 2015, 2020, and 2030. The 2011 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 2020 and 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 eariy completion, may potentially reduce project schedules. The implementation phases are defined as follows: •�9 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 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-55 to 1-15 SR-91 IMPLEMENTATION PLAN 6 • By Year 2011 The first set of projects will be completed by 2011 and include four improvements at a total cost of approximately $150 million (in 2007 dollars). The projects include the Green River Road interchange overcrossing replacement, Metrolink service improvements, Express Bus improvements, and the EB SR-91 lane addition from near SR-241 to SR-71. Most of these projects are in the process of preliminary engineering, 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. Most of these near term projects provide immediate operational benefits (with the overcrossing replacement accommodating future SR-91 capacity) with a minimum of effort required relative to environmental documentation and Right - of -Way constraints. Project No. 1 Project Summary Green River Road Overcrossing Replacement Cost (SW 24.3 2 Metrolink Short -Term Expansion Plan 35.4 3 Express Bus Improvements — Orange County to Riverside County 9.5 4 Eastbound Lane Addition from SR-241 to SR-71 80.5 SUBTOTAL 149.7 Figure 2-2 — Summary of Projects for Implementation By 2011 SR-91 IMPLEMENTATION PLAN 7 • Green River Road Overcrassing Replacement Project No; 1 Anticipated Completion: 2009 Project Cost Estimate Capital Cost Support Cost RAN' Cost Total Project Cost Project Schedule Preliminary Engineering Environmental Design Construction S 21.000,000 S 3,000,00C $301,000 S 24,301,000 Complete Complete Complete 2007-2009 Abbreviations: CD = Collector Distributor Lane FTR = Future HOV = High Occupancy Vehicle SHLD = Shoulder 23 Fr 41.2M I t iwj� LAW; rFww; � 14,.. it ,• fl 4 5 .,4.11 WB Project Description Improvements primarily consist of replacing the existing Green River Road overcrossing with a new: six -lane wide, 4-span overcrossing to accommodate future widening of SR-5.11. The intenor spans will accommodate up to eight mainline lanes In each direction including two HOV lanes. The exterior spans can accommodate two lanes, erther for auxiliary lanes or collector distributor roads. Entrance and exit ramps will be realigned and widened to accommodate the new bridge, vet the interchange will retain its current configuration. New signals will be installed at the ramp intersections. Ramp and bridge improvements ,will be constructed within existing right of way. Key Considerations Design interface is required with Projects #4 and #6. Benefits The project will improve level of service at ramp and loci+ street intersections at the interchange. Improvements will reduce ramp queues that extend into the freeway's general purpose lanes. thus contributing to congestion relief on SR-91. Current Status • Project began construction in March 2007 and 1s anticipated to be completed by March 2009. M ..Say sa s',1** a �1 t 41 9r / Proposed Bridge EB PRELIMINARY CROSS-SECTION GREEN RIVER BRIDGE NOTE: All dimensions in meters and are approximate 24.1m SR-91 IMPLEMENTATION PLAN 8 Metrolink Short -Term Expansion Plan Project No: 2 Anticipated Completion: 20'10 Project Cost Estimate OCTA Project Cost 5 35,400,000 Project Schedule To be completed by 2010 rid 7S Fd i ax 4.-vtees Ne F4SPsIC7 tY rrd'Ps 41 Centto f SabM ;Wog* Cooly i?AILY T*RAHvo 4ele 2000. 16 Year2014 18 Project Description OCTA, working with the Riverside County Transportation Commission, San Bernardino Associated Governments, and the Southern California Regional Rao Authority (SCRRAL plans a short-term expansion of train service from the Inland Empire to Orange County.. More trains are planned on the inland Empire - Orange County. (IEOC) tine that currently runs between San Bernardino, Riverside, and Grange Counties as well as the "91 Line' that goes from the Inland Empire to Los Angeles via Orange County, paralleling SR-91. Currently, 1 h trains a day run on the IEOC line and nine trains on the 91 Line for a total of 25 daily trains. The short-term expansion adds two additional 1E0C trains and four addifonal 91 Line trains by 2010 for a total of 3 t daily trains, subject to negotiations with BNSF, ROTC, and LACMTA. The planned short-term expansion is necessary to accommodate population and employment growth in the region as we as make the current service more convenient Key Considerations Capital costs necessary for this expansion includes the purchase of engines and coaches to operate the new service. OCTA costs are estimated at S35.4 million. The long-term plan (by 2020) adds more service and requires a significant capital investment (see Project #1 1 for long-term details). Coordination has been ongoing with the Metrolink extension studies (see also Project # 11 ). Benefits Enables development of expanded Metrolink Service, which will contribute to congestion relief on SR-91. Current Status SCRRA equipment procurement is underway with Rotern Company for the purchase of trailer and cab cars, and also with MotivePower, Inc. for locomotives. DAILY TRAINS Year 2046: 25 Year 201C: 31 3nSF lti2n, er et* matt die.} M1m'w a.. SR-91 IMPLEMENTATION PLAN 9 Project No: 3 Anticipated Completion: 2011 Project Cost Estimate Total Capital Cost 5 9.500,000 Total Annual Operating Cost S 900,000 Project Schedule Riverside;Corona to South Coast Metro implemented Fall 2006 Riverside/Corona to Tyler to Irvine Business ComplexfUCl in FY 2010/2011 RiversidelCorona to North EastAnaheim and CSUF in FY 2010/2011 Riverside;Corona to Anaheim Resort in FY 201012011 :!_qe-1 6ledical ,:ay. v�dkk Ana h=:'2:.e A Ta Sanh Ceas: htct'a 4firesetl Ta Express Bus Improvements Orange County to Riverside County Project Description OCTA. working with the Riverside County Transportation Commission. and the Riverside Transit Agency, plans an extensive expansion of express bus service between Riverside and Change Counties. Commuters lack direct transit connections to many Orange County employment centers, and new express Taus service will provide connections to gray..ing employment centers in Anaheim, Cost:, Mesa, Fullerton. and Irvine Four express bus routes are planned from Riverside County to the Northeast Anaheim Canyon Business Center and California State University Fullerton; Anaheim Civic Center, Western Medical Center, and Anaheim Resort; and Irvine Business Complex and UCI. Routes would run every. 30 to 45 minutes in the peak period, and service will be tailored to match demand. Implementation began in Fail 2006 with the Riverside County to South Coast Metro route. The other routes are planned for implementation by Fiscal Year 2010l2011 contingent on future budget author ty. Key Considerations Operating costs are estimated at 5900,000 each year. Costs are shared by Orange and Riverside Counties. Benefits Development of Express Bus Services will contribute to congestion relief on SR-91. Current Status OCTA is developing a procurement plan to purchase additional' vehicles. A cooperative agreement covering the Riverside/Corona to South Coast Metro service with Riverside County has been developed. The Riverside County to South Coast Metro express bus route is currently operating. Expansion of the program is dependent upon future financial committments with Riverside County: ?uG+miss: MAH.._ 3'ae#Y.'9-1?I1YiS • • ,.:Ir. ire &slaps Ciniptsx SR-91 IMPLEMENTATION PLAN 10 • Eastbound Lana Addition from SR-241 to Sit-71 Project No: Anticipated Completion: 2011 Project Cost Estimate Capital Cost Support Cost fL"dr'' Contingency Total Project Cost Project Schedule Preliminary Engineering Environmental Design Construction L 65,000.000 $ '14.900.000 L 800.000 $ 80.500,000 Completed 2004-2007 2007-2009 2009-20'11 Project Schedule Ca!trans Equivalents: • Preliminary Engineering = PID Environmental = PA1ED Design = PS&E f--�_ •- `` Gypsum Canyon Rd On off 1 Of` Or �ff _Off Project Description The project will provide an additional eastbound (EB) lane from the SR-91/SR-241 interchange to the SR-71iSR-41 interchange and will widen all EB lanes and shoulders to standard widths. Key Considerations Coordination with Green River Road Cwercrossing Replacement (Project # 1) will be required. Staged construction would be required for all ramp reconstruction and freeway widening. Freeway operations would most likely be affected by this project, however, freeway lane closures are not anticipated. An EB concrete shoulder will '•ze constructed with a 12 foot width to provide for future widening as contemplated by Project #6 (5th lane addition). Benefits The lane addition would improve wearing between SR-241 and SR-71, as well as remove vehicles from the SR-91 mainline traffic flow that would be exiting at Green River Drrve and SR-71. Current Status Project Report and Environmental Document are currently being prepared. Funding and schedule are from Corridor Mobility Improvement Account (CMIA) with CMIA funding of $71.44M approved. Caltrans will perform design and right-of-way certification by March 2009. Construction is anticipated to begin in August 2009 and be completed by September 2011. LEGEND ®s Erg -ling Highway Intenar+argeaRan^a County Lire Hoy ar HOT Lane Ewstirg Lane ariket Prmjeca Intanwenoent ar Ems Es,s:irg Lanes Cur ne Coal Carryon ,LC County Line Green RiverffRdOn On C'f ® WEIN On Cif On SR-91 IMPLEMENTATION PLAN 11 • By Year 2015 The next set of improvements includes five projects, which would be implemented by 2015 at a total cost of approximately $1.1 billion (in 2007 dollars). One of the projects includes SR-91 widening by one general purpose (GP) lane in each direction between SR-55 and SR-241. Another project is the 5th lane project from SR-241 to Pierce Street that adds a fifth GP lane in each direction on SR-91, improvements at the SR-71/SR-91 interchange, extension of the Express Lanes to 1-15, an EB SR- 91 collector -distributor (CD) road from Green River Road to SR-71, and CD roads in both directions just west of 1-15. The other three projects that will be completed in this time frame include the I-15/SR-91 Direct Connector, a WB lane at Tustin Avenue, and a potential new interchange at Fairmont Boulevard. Project No. Project Summary Cost($M) Widen SR-91 between SR-55 and SR-241 by Adding a 5th GP lane in Each Direction Widen SR-91 by One GP Lane in Each Direction East of SR-241, CD Roads at SR-71/SR-91 and I-15/ SR-91, Extension of Express Lanes to 1-15 and System Interchange Improvements I-15/SR-91 Direct Connector 96 585 229 8 SR-91 WB Lane at Tustin Avenue 95 9 New Interchange at Fairmont Boulevard 46 - 70 SUBTOTAL 1,051-1,075 Figure 2-3 — Summary of Projects for Implementation By 2015 SR-91 IMPLEMENTATION PLAN 12 • Truck Scale Project No: Anticipated C:Bmpletion: 2014 Project Cost Estimate Capital Cost Support Cost RIW Cost Total Project Cost Project Schedule Preliminary, Engineering Environmental Design Construction 5 69,800,000 5 23,100,000 $ 3.100.000 S 96,000.000 Complete 2007-2009 2009-2011 2011-2014 LEGEND iu Eosarg F grway= Iater_harce;Ral v ■em Eksarg tnterchang=- �� Praroseo inte'anange HC i or HO' Lane Exesarg Lane Projec Ioorokense-t are Ewe Exasirg Lanes C4,B: ne Off Oil kevieOOAv on On Widen SR-91 between SR-55 and SR-241 by Adding a 5th GP Lane in Each Direction Project Description This project proposes capacity and operational improvements by adding one general purpose (GP) lane on Eastbound IEB1 SR-91 between SR-91/55 connector and east of Weir Canyon Road interchange and on Westbound f.tiliB) SR-9 I between east of Weir Canyon Road interchange and Imperial Highway (SR-90) Interchange. Additionally, this project would modify_ the WB on -ramps from the Lakeview Avenue interchange. Key Considerations Coordination with the proposed Fairmont Boulevard interchange Project n9 will be required. RM. constraints need to be considered. Coordination is required for the proposed project to lengthen the WB on- and off -ramps at the truck scales as Caltrans is not considering relocation of the truck scales at this bme. Coordination may be required with SR-55;SR-91 interchange Improvement Project tii I2. Modification or reconfiguration of the We Lakeview Avenue on -ramps may also be considered to improve weaving Issues to SR-55. Separating traffic is a potential solution to the Lakeview Avenue merge issue. Benefits Alleviates congestion on SR-91 INB by eliminating the lane drop at the truck scales and providing a continuous general purpose jGPj lane to SR-90. Alleviates congestion on SR-91 EB by eliminating the lane drop for northbound SR-55 at SR-91 by providing an auxiliary lane to Lakeview Avenue, and at SR-90 by providing a continuous GP lane to Weir Canyon Road. Current Status A PSR was completed in April 2004. The PA/ED phase is anticipated to commence in 2007. The project received 522M of CMIA funding and 574ki of other funds. FFaairmontt Bl Off CAa Gypsum Weir Canyon Rd E'"/ Canyon Rd off NOTE: FAIRMONT BLVD IS CONTINGENT UPON IMPLEMENTATION OF PROJECT 49 SR-91 IMPLEMENTATION PLAN 13 Widen SR-91 by One GP Lane in Each Direction East of SR-241, CD Roads at SR-71/SR-91 and 1-151SR-91, Extension of Express Lanes to I-15, and System Interchange Improvements • • • Project No: 6 Anticipated Completion: 2015 Project Cost Estimate" Total Project Cost" $ 585.000,000 Project Schedule Preliminary Engineering Completed Environmental 2007-2010 Design?Construction 2010-2015 " Costs derived from RCTC 10-Year Delivery Plan *" Cost includes approximately $78M for SR-711SR-91 interchange 'Weir Canyon Rd On Off Project Description The improvements primarily consist of constructing a new EB and WB Stir general purpose (GP) lane, replacing existing and adding new auxiliary lanes, extension of SR-91 Express Lanes to 1-15. and new collector -distributor (CD) roads for freeway -to -freeway connectors at SR-71 and 1-15. The project is planned to include space within the median for the planned 1-15 HOV direct connectors. Key Considerations Implementation of MIS Corridor A (Project #13) within the SR-91 median would involve the placement of columns (mainline and outriggers) and access from the SR-91 median to 1-15, both of which would require space within the SR-91 median in the Project #6 vicinity_ Therefore, the loss of lanes during Corridor A construction could be two to four lanes assuming that Corridor A occurred as a separate project after completion of construction for Project #f. While Project #5 accommodates a total of two 1-15 HOV direct connector lanes (Project #7). the four lanes for Corridor A at 1-15 would require space that will be occupied by SR-91 lanes. Project #6 improvements need to be coordinated with the Green River Road overcrossing replacement Project #1. In the future, restriping to non-standard lane and shoulder widths could be accomplished to gain a 6th lane in each direction if needed. Multiple SR-91 Implementation Plan projects will interface ,within the project limits. The approved Project Study Report (PSR) Alternative 4 includes a new direct connector flyover from EB SR-91 to NB SR.-71, modifications to the existing west to north and south to ;west connectors, and a CD road from Green River Road and EB SR-91 to EB SR-91 and NB SR-71. Alternative 3 includes an ultimate SR-71iSR-91 interchange concept with flyover connectors for all movements and the Green River Road CD road (see Alt. 4). Alternative 2 modifies the existing SR-71fSR-91 connectors, most notably the SR 9 1 east to SR-71 north connector which is improved from a radius of 115 feet to 150 feet. A separate RFP has been released for SR-711SR-91 improvements and will require close coordination with the other improvement elements of Project #6. The RCTC '10-Year Delivery Plan intends to extend the Express Lanes. ;which could be phased and would be one additional lane beyond the originally approved PSR scope. Further, the SR-241.ISR-91 direct connector (Project #10) will also require that additional Express Lanes lanes be extended between SR-241, potentially to SR-7'I, with a possible direct connection with SR-71. Provision for these direct connector lanes should be considered. Possible use of Design -Build will alloy: traffic use by 2015. The project adds approximately two lanes in each direction excluding CD roads and auxiliary lanes. Benefits Will reduce congestion by providing additional capacity from SR-241 to Pierce Street and by ehminating vaav ng conflicts on SR-91 at 1-1F.: and SR-71 by the use of CD roads. Current Status A PSR has been prepared and approved by Caltrans. An RFP has been released by RCTC for the PALED phase, which is planned to commence in July 2007. Existing bike path ,will be preserved �. n-� LOW -Gypsum Canyon Rd " s0.rLC i ....4111111a. .n Lane shown is for EB Lane Addition Project #4 f Lanes shown are for the SR-71tSR-91 Interchange east to north flyover connector for PSR Alternative 4, and includes a 3-lane CD road from Green River Road, and the 5th EB GP 5th GP lane is existing. Project widens all SR-91 lanes to full standard lane and shoulder widths from SR-241 to SR-71 Coal Canyon County. Line Green River Rd Auto Center Dr Maple St On Off On Oif On Off On Off Off On Off On Serfas Club Dr Lane shown is for EB Green River On -Ramp. Joins SR-91 as a merge ramp Onncoin � On On St ff Expresstanes extension to interface with I-15/SR-91 Direct 41 Connector (Project #7) On On LEGEND +=woo Existing Highway mom Interchange:Ramp County Line Hot; or HOT Lan: Existing Lane gip Project improvement Lane Express Lams Extena©n CC Road Mr[ Auxiiar3 Lane mom, Existing Lanes Outline 3-Lane CD Road Connector from Main St. EB on -ramp braids to join SR-91 as a merge ramp SR-91 IMPLEMENTATION PLAN 14 1-15/5R-91 Direct Connector Project No': 7 Anticipated Completion: 2015 Project Cost Estimate` Total Project Cost S 229,000,000 Project Schedule Preliminary Engineering Environmental DesignlConstruction 2007-2010 2007-2010 2010-20'15 " Costs derived from RCTC 10-Year Delivery Plan LEGEND mem EkEst°ig Higgtmay rter.:yza,igs,Ramp ysow Exist rig �Rirarzna:"+]e mod- f^3T Lane Exist rig Lars ifr�re 'rc;ect antF o e^;ar: L=.rie •riom■ Exist Larc-ss Crtidine try=xgress -.arss .,tension Project not shown — Express Lanes Extension (Project #51 to Interface with 1-15JSR-91 Direct Connector (Project #7) Protect #6 not shown - - Project Description The improvements primarily consist of constructing a new freeway -to - freeway connector. The connector will carry, northbound (NB) 1-1 , High Occupancy Vehicle (HOV) traffic to westbound SR-91 and eastbound SR-91 HOV traffic to sorthbound 1-15. or to serve as a toll -to -toll connector based on the potential extension of he SR-91 Express Lanes and planned Express Lanes on 1-15. Key Considerations Implementation of Major Investment Study (MIS) Corridor A (Project # 13 may supercede the need for the direct connector improvements if the connector was to be HOV only. Coordination will be required with the extension of Express Lanes on SR-91 and potential HOV HOT Lanes on 1-15 per RCTCS 10-Year Delivery Plan. Toll collection issues will need to be resolved. Project #6 will be constructed with right-of-way allowance in the SR-9 1 median for connector columns between 1-15 and Maple St to avoid outside widening on the SR-9I with this project_ The project could be considered as a component of Project #6, widening from SR-241 to 1-15. The need for a NB 1-15 HOV connector would require further study. Benefits Will reduce congestion by providing additional capacity and eliminating weaving conflicts on SR-91 and 1-1 , for direct HOV access, or would provide direct toll -to -toll connection between potential SR-9 i and 1-15 Express Lanes, Current Status This project is identified in the Riverside County Transportation Improvement Plan. An RFP has been released by RCTC for the Pp.+ED phase (coincident with the 5th Lane Project ##6), which is planned to commence in July 2007. Maple St Lincoln Av Off On Main St Crff Off on On 2 v t a 61 of, On Off oe on _. RCTC 10-Year Delivery Plan to -- ,_ construct 1-15 HOW1-10T Lanes - ' -+ SR-91 IMPLEMENTATION PLAN 15 SR-91 WB Lane at Tustin Avenue Project No: 8 Anticipated Completion: 2014 Protect Cost Estimate Capital Lost Support Cost (25%) Rr°rti Cast Total Project Cost Project Schedule Preiim.nan; Engineering Environmental Design Construction Costs are derived from sheet data $ 74,200,000 $ 18:500,O00 $ 2,260,000 $ 95,000,000 Complete 2007-2009 2009-2011 2011-2014 CMIA fact LEGEND agar Easing Highway inlet-chargee:Ran) some Ex sting 17terv^harge Ho'J or HC} Tigre Ex sing Lane Pr:ie improvement Lane En Ong Lanes °utilise k5 Mprosernent Lane Project Description The project will add a Westbound (WB) auxiliary One on SR-91 beginning at the Northbound (NB) SR-65 to V.113 SR-91 connector through the Tustin Avenue interchange. Project :.ill also reconstruct the Tustin Avenue overcrossing structure. Key Considerations The four build -alternatives within the Project Study Report (PSR), Or; Westbound (WB) SR-91 Auxih'err Cane 'firm the ,Northbound ('NB) SR-55✓WB SR-91 Connector to the Tustin Avenue interchange, require additional right-of-way. City, of Anaheim utilities are within close proximity of the proposed widening section. Coordination may be required with SR-55iSR-91 interchange improvement Project #12. Replacement of the Tustin Avenue o•:ercrossing and widening of the Santa Ana River bridge is required for all alternatives. Benefits The project would reduce or enni pate operational problems and deficiencies on this section of WEI SR-9 I including weaving and merging maneuvers. This project would also address choke -point conditions, which are caused primarily by extensive weaving between the NB SR-55 to WB SR-91 connector and the 'NB Tustin Avenue off - ramp. Current Status The PSR was completed in July 2004. The PNED phase is planned to commence in 2007. Tustin A. :r C r Project #6 will Reconstru Tustin Avenue Overcrossin Of Lakeview Av on 4n jiff SR-91 IMPLEMENTATION PLAN 16 New interchange at Fairmont Boulevard Project No: 5 Anticipated Completion: 2015 Project Cost Estimate Capital Cost Support Cost {25%) Total Project Cost Project Cost Estimate Capital Cost Support Cost (25%) Total Project Cost (Option 1) $ 37,000,000 S 9,000,000 $ 46.000,000 {Option 2) $ 56,000,000 $ 14,000,000 $ 70,000,000 Project Schedule Preiirnnary. Engineenng 200E-200 + Environmental 2009-2011 Design 2011-2013 Construction 2013-201 'RAN cost is undetermined at this hme. Cost does not include potential Impact to Santa Ana River. LEGE!V Existng-hahhay ® Proposed In:en:harps Ramp Existing. irerana:-ge NOV or HOT Lane Existng :are i! Pr oae<d Intend,-arsge mos Exist% -arms audtne PPF_C`.-0F snplovei.eTs Ramps may be considered i Project Description The project ;mould provide a new interchange with SR-91 at Fairmont Boulevard. Two options are being considered as follows: OPTION 1- A new partial overcrossing at Fairmont Boulevard will provide northerly access for Yorba Linda. On- and off -ramps will connect Fairmont Boulevard to eastbound (EB) and westbound (WB) SR-91. No connection is proposed southerly into Anaheim. OPTION 2 - A new partial overcrossing at Fairmont Boulevard will provide northerly access for Yorba Linda from the 9 I Express Lanes. Crop ramps on the east side of the overcrossing provide an entrance to the EB Express Lanes and an exit from the :'.B express lanes. No connection is proposed southehy into A.naheim. Key Considerations For Option 2, toll collection for the drop ramp, traffic impacts to SR-91 Express Lanes, and drop ramps on the nest side need to be considered. Coordination with SR-91 EB and WRB widening project #5 is recommended as it may need to be constructed first or designed to accommodate the future interchange ramps. Interchange spacing and weaving (to SR-55) issues need to be evaluated for both options. Widening of SR-91 is needed to accommodate Option 2 ramps. A consideration for Option 1 would be to include only WB on- and off -ramps. Proximity of the Santa Ana River may require that the le6 ramp junction for Option 1 be located north of the river. Benefits The interchange is expected to relieve congestion at SR-90, Lakeview Avenue, and Weir Canyon Road Interchanges. Additional accessibility with Option 2 is expected to increase utilization of the SR-9I Express Lanes and reduce congestion in the general purpose lanes. Modeling shows a 10-15% decrease in volumes at Weir Canyon and In -penal Highway interchanges with the Option 'I Fairmont Blvd interchange scenario. Current Status The City of Anaheim and Caltrans are discussing a potential PSR. lvd Fainnou ■ Ramps may be considered On y*$� '*Iaaa�l��I on OPTION 1 Fairmont Blvd OPTION 2 On SR-91 IMPLEMENTATION PLAN 17 By Year 2020 0 Projects for implementation by 2020 include the SR-241/SR-91 HOV/HOT connector improvements, a significant expansion of Metrolink service and station improvements, and SR-55/SR-91 interchange enhancements. OCTA, RCTC, and Ca!trans will be initiating preliminary planning activities on 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 2020 are expected to cost approximately $775 million (in 2007 dollars). • Project No. Project Summary Cost ($M) 10 SR-241/SR-91 HOWHOT Connector 11 Metrolink Service and Station Improvements 12 SR55/SR-91 Interchange Improvements SUBTOTAL 240 335 200 775 Figure 2-4 — Summary of Projects for Implementation By 2020 SR-91 IMPLEMENTATION PLAN 18 • • SR-241/SR-91 HOV/HOT Connector Project No: 10 Anticipated Completion: 2020 Project Cost Estimate Capital Cost S 177.800.000 Support Cost (25%) 5 44.400.000 RI'11/ Contingency (10%) S 17.800.000 Total Project Cast` $ 240.060X000 Project Schedule Conceptual Engineering Preliminary Engineering Environmental Design Construction 2007-2008 2013-2014 2014-2016 2016-2018 2018-2020 "Assumed as a 2-lane connector from SR-241 to SR-4 ►, ending near SR-71. LEGEND sew Existing Inghway loterenangs,ri'ar o nonge Cat: _ne I•ir`ii: or Brit Lone Exisdrg Lane Mae Project imorevement Lan_ mm Existing Lanes J, t Pmjer. S=E I,npro•vements Express Lanes Extens or Project #5 Lane ?rojec ill#5 Lane Benefits Project Description The SR-2411SR-91 HOVfHOT connector will carry northbound SR-241 traffic to easthound SR-91 Express Lanes and carrywestbound SR-91 Express Lane traffic o southbound SR-241. ey Considerations Posts may vary significancy. depending on the implementation of earlier projects. The HOWNOT connector merges in :he median of SR-91 and requires outside widening of SR-91 and realignment of :lie Gypsum Canyon interchange. Implementation o; MIS Corridor A (Project #13) may supercede the need for the 1-10W1-I0T connector improvements Project #10 may become the west leg of Corridor A. The HOWHOT connector impact on SR-31 will depend upon whether the connectors are 4-lanes itoll-to-toll} or 2-lanes (HO'v). The impact of the connector on the Express Lanes may require the. connector fillies to be extended along SR-91 posaily to SR-71. which will require further evaluation. An optional project would include an extension of the HO.'!HOT connector to and from SR-71 Toll collection issues will need to he resolved. y1'ficening to accommodate the connector would impact the connectors to SR-71 and the lanes added by Project #6, including the potential extension of Express Lanes as currently proposed in RCTC's 10-Year Deliver Plan Costs are based on a 2 cane connector to SR-91 ending near SR-71 and will vary widely depending on the Frey considerations noted. Also, the project could be considered as a component of Project #6widening front SR-241 to 1-15. Realignment of EB lanes will be required. Improves access to SR-241 and South County for traffic tnat does not currently utilize SR-91 Express Lanes: which also improves SR-91 'dv'B by eliminating the need for toil users to weave across four general purpose lanes to use the existing SR-241 connector Alleviates congestion on SR-241 and EB SR-91 by allowing SR-241 toll andlor HOV users to bypass the general purpose EB SR-91 direct connector. Current Status Preliminary design concerns for a SR-2411SR-91 direct connector have Meer developed by TCA and Caltrans. Additional preliminary planning efforts (pre-PSR) are scheduled to commence in July 2007 to evaluate different options and considerations as noted above. Project 46 Lane {_- Gypsum Canyon Rd oar _ - i e _ _ Cn Coal Canyon County Line VvIC Project #5 and Aden Widening Lanes Green River Rd Cn rxr SR-91 IMPLEMENTATION PLAN 19 • Metrolink Service and Station improvements Project No: 11 Anticipated Completion: 2020 Project Cost Estimate Total Capital Cost $ 336.000,000 Project Schedule To be competed by 2020 Benefits Enables development of new Metrolink Services, which will contribute to congestion relief on SR-91. Current Status The proposed expansion is induded in the Measure M renewal. r. y . cy Aey)Me9 ne F'slertvr -11-4It Y TrErti(+iS Yeilr2010 Vie RI 2830 28 Project Description OCTA, +Narking with the Riverside County Transportation Commission, San Bernardino Associated Governments. and the Southern California Regional Rail Authonty (SCRRA), plans an extensive expansion of train service from the Inland Empire to Change County. More trains are planned on the Inland Empire - Orange County (1E0C) line that currently runs between San Bernardino, Riverside, and Orange Counties as well as the '91 Line" that goes from the Inland Empire to Los Angeles via Orange County, paralleling State Route 91. Currently. 16 trains a day run on the IE0C line and nine trains on the 91 Line. The long-term expansion plan builds on service levels that will be implemented by 2010. The "2010" plan includes two additionat IEOC trains and four additional 91 Line trains for a total of 31 trains a day. The long-term plan adds another 10 IE0C trains and five 91 Line trains for a total of 46 [laity trains. This planned expansion is necessary, to accommodate population and employment growth in the region as well as make the current service more convenient. Capital improvements necessary for this expansion include a third track on sections of the rail line in Orange, Riverside, and San Bernardino; new crossovers at critical locations to alloy trains to pass one another; new storage tracks in San Bernardino; parking improvements at key stations; and purchase of engines and coaches to operate the new service. Key Considerations The capital program is estimated to cost 5335 million, and costs would be shared by the member agencies of SCRRA. Service levels are subject to negotiation with BNSF, ROTC, and LACMTA. r':AUr' TRAIN4 +Y2'if 7rnn—,1.0 �I ..+44ew ?rut* �/ Fstnrirrlt^e'! ✓ kr .. us s4 170 *Ogre; p,e0,-lf10- SR-91 IMPLEMENTATION PLAN 20 SR-55ISR-91 Interchange Improvements Project 12 Anticipated Completion: 2020 Project Cost Estimate Capital Cost S 148,000,000 Support Cost (25%) S 37,000,000 RAN Contingency (10%) S 15.000,000 Total Project host S 200.000,000 Project Schedule Conceptual Engineering 2007-2008 Preliminary Engineering TBD Environmental TBD Design TBD Construction TBD Note: Project costs denved from the Riverside County - Orange County MIS. January 2006 Project Description Improvements consist of adding SR-91 capacity by reconstructing the interchange, re -striping existing lanes, modifying SR-55 connectors to SR-91, and improving the connector from westbound SR-91 to southbound SR-55. Key Considerations Right-of-way impacts, detailed SR-55./SR-91 interchange improvements, and downstream impacts to SR-55 require further evaluation in a subsequent phase of project development. Improvements will need to be coordinated with SR-91 widening from SR-55 to SR-241 (Project #5) and with Project #8 improvements at SR 91 and Tustin Avenue. Benefits Improvements are expected to provide congestion relief for westbound SR-91 traffic and improve the connection from .westbound SR-91 to southbound SR-55. Current Status This protect information was derived from the Final Alternatives Evaluation and Refinement Report, December2005, by the Riverside County - Orange County Major Investment Study (MIS), Initial preliminary planning efforts (pre-PSR) are scheduled for 200712008. I.! II SR-551SR-91 Interchange Improvements SR-91 IMPLEMENTATION PLAN 21 • By Year 2030 Projects for implementation by 2030 focus on longer -lead time projects. This mufti -billion dollar program (in 2007 dollars) includes three potential projects that require a significant amount of planning, design, and future policy and public input. These 2030 projects are identified as having significant environmental constraints and right of way requirements. The Corridor A project may incorporate projects being developed in the earlier programs to provide significant capacity enhancements; therefore, all of the earlier projects may not be implemented in addition to Corridor A. In addition to the Corridor A project are Corridor B, which was identified in the MIS, and the Anaheim to Ontario International Airport high speed rail project for the 2030 and post-2030 horizon period. Project No. Project Summary 13 Elevated 4-Lane Facility (MIS Corridor A) from SR-241 to 1-15 14 4-Lane Facility (MIS Corridor B) from SR-241/SR-133 to I-15/Cajalco Road 15 Anaheim to Ontario International Airport High Speed Rail SUBTOTAL Figure 2-5 - Summary of Projects for Implementation By 2030 3,200 5,700 TBD 8,900+ SR-91 IMPLEMENTATION PLAN 22 a Elevated 4-Lane Facility (MIS Corridor A) from SR-241 to 1-15 Project No: 13 Anticipated Completion: TBD Project Cost Estimate"" Capital Cost" $ 2,100,000.000 Support Cost (25%) $ 525,000,000 RM. Cost $ 575,000,000 Totai Project Cost $ 3,200,000.000 Project Schedule Conceptual Engineering Preliminary Engineering Environmental Design Construction 2006-2008 TBD TED TED TBD 'Capital costs include 51 65M for environmental mitigation and $470M for mainline SR-1331SR-241 improvements "Costs derived from Riverside Coun Orange County MIS. January 2006 �II Shld 2 WE Lanes Mekl Abbreviations: Shoulder = Shld Westbound = WE Eastbound = EB Elevated 4-Lane Facili Project Description The improvements primarily consist of constructing a new 4-lane elevated expressway within the Santa Ana Canyon with freeway -to - freeway connectors at SR-241. SR-71 and 1-15. The facility may include rnanaged lanes and potential reversible operations. Key Considerations Choice of alignment will be key to determining net capacity increase. Implementation of Corridor A may supercede the need for the direct connector improvement Projects #7 and #10. depending on the potential extension of the Express Lanes. Extensive right-of-way will be required to implement the improvements. If Project #6 is constructed and a 4-lane elevated facility is proposed within the median of SR-91 through Corona, extensive freeway lane closures would be required (thus reducing SR-9I capacity). Potential considerations for co -locating the Magle+ (see Project 015) adjacent to Corridor (and also SR-91) include providing a Ciao -column structure with a barrier between the trains and vehicles. Concepts for Corridor and Magler within the SR-91 median could complicate future opportunities for managed lanes within the SR-91 median, such as the extension of Express Lanes. The conceptual median viaduct study, completed after the MIS. shoos the median elevated Corridor with reduced SR-91 geometric standards to minimize WV. impacts. Also, direct connectors (such as for HOV at 1-15I5R-91) tolfrom the Median could be precluded by falaglev columns located within the same median area. Caftans and Magler highway R1W, maintenance, safety, and operations considerations would need to be analyzed if shared use with a Maglev facility were pursued. an 2 EB Lanes Shld y (MIS Corridor A) Cross -Section Benefits The project iuould provide significant congestion relief by allowing vehicles to bypass the at -grade freeway lanes and local arterial interchanges between SR-241 and I-15. Connections are provided directly between SR-91, SR-241, SR-71, and 1-15. Current Status This project is identified in the Riverside County - Orange County MIS as part of the Locally Preferred Strategy to improve mobility between Riverside County and Orange County. The results of the RCTC's Corridor Alignment Feasibility Study will be presented in June 2007. SR-91 IMPLEMENTATION PLAN 23 • • 4-Lane Facility (MIS Corridor B) from SR-2411SR-133 to I-15/Cajalco Road Project No: 14 Anticipated Completion: TBD Project Cost Estimate" Capital Cost` y 4,334,400.000 Support Cost (2:5%) $ 1,063,600.000 Rr"v4' Cost $ 282.000.000 Total Project Cost 6 5.700.000,000 Project Schedule Conceptual Engineering Preliminary Engineering Environmental Design Construction 2007-20(18 TBD TBD TBD TBD "Capital costs include S281 M for environmental mitigation "Costs derived from Riverside County - Orange County MIS, January 2006 LEGEND Existig Highwa+! -. � Ceurdor o Rspeasertat A igrvnert NOTE: REPRESENTATIVE ALIGNMENT SHOWN FOR ILLUSTRATIVE PURPOSES ONLY Project Description The improvements primarily consist of constructing a nevi 4-lane highway facility through the Cleveland National Forest with freeway - to -freeway connectors at SR-24'I;SR-133 and I-'15, Cajalco Road. The facility may include managed lanes. The 4-lane facility would essentially be a continuation of SR-133 on the west end. and Mid County Parkway on the east end. Key Considerations Choice of alignment type will be key in determining the cost of implementation (nearly full-length tunnel, or other facility type with less tunneling). Determining groundwater levels will be key in determining alignments and allowable depths for the tunnel portions. Costs associated with Major Investment Stud; (MIS) Corridor B are shown for the nearly full-length tunnel option. Extensive right-of-way will be required to implement the improvements. Toll needs will also require further study. Benefits The project would provide significant congestion relief by providing an alternative route between Orange and Riverside Counties and would allow vehicles to bypass SR-91 between SR-241 and 1-15. The project would not disrupt SR-91 traffic during construction and would allow for additional route selection for incident management. emergency evacuation, and for continuity of the highway network by linking SR-133 and the Mid County Parkway. Current Status This project is identified in the Riverside County - Orange County MIS as part of the Locally Preferred Strategy to improve mobility between Riverside County and Grange County. Geotechnical studies will be underway, and a permit application has been submitted to the USDA Forest Service for geotechnical borings within the Cleveland National Forest. di CORRIDOR 8 C AJA.LCO RD SR-91 IMPLEMENTATION PLAN 24 Anaheim to Ontario International Airport High Speed Rail Project No: 15 Anticipated Completion: Post-2030 Project Cost Estimate To Be Determined Project Schedule To Be Deterrr LEGEND Etatom Etistire Hgh tap High ^ape:_c ?fa I Rsvese^tatve r`.11y7'IIStE t: Project Description Proposals for a new high speed rail corridor from Anaheim to Ontario are included in this project. This project includes an altemafve that would use SR-91 right-of-way, or :iould be aligned adjacent to SR-91 right-of- way, or could potentially be co -located with the Major investment Study (MIS) Corridor A (Project ¢ 13) alignment. Another alignment opportunity is being investigated along SR-57, which is located west of SR-55. Key Considerations Alternative alignment impacts to SR-91 right-of-way envelope andlar Santa Ana River are undetermined. The choice of alignment will potentially impact MIS Corridor A (Project #13). Right-of-way will be required to implement the improvements. Potential considerations for co - locating the Maglev adjacent to Corndor A (and also SR-91 I include providing a tiro -column structure with a barner between the trains and vehicles. Caltrans and Maglev highway R'1°sl, maintenance, safety, and operations considerations would need to be analyzed if shared use with a Maglev facility were pursued. See the MIS Corridor Project #13 for additional considerations. Benefits The project would provide congestion relief by providing a direct high- speedihigh-capacity connection with Ontario International Airport for Orange County air passengers and business next -day deliveries. Relieves congestion on SR-91 by providing additional capacity in the corridor. Current Status Concept studies are currently underway. REPRESENTATIVE ALIGNMENT SHOWN FOR ILLUSTRATIVE PURPOSES ONLY SR-91 IMPLEMENTATION PLAN 25 SECTION 3: REFERENCES • The following documents and resources were used in the development of the 2007 SR-91 Implementation Plan. Data was provided by OCTA, ROTC, Caltrans Districts 8 and 12, TCA, and other agencies. • Califomia Transportation Commission, Corridor Mobility Improvement Account (CMIA), February 2007 Final Plans, Specifications and Estimates for Green River Road Overcrossing, 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 Orange County Transportation Authority Renewed Measure M Transportation Investment Plan, November 2006 Preliminary design plans for Eastbound Lane Addition from SR-241 to SR-71, 2006 SR-91 Choke Point Elimination - City of Corona, Prepared by Parsons, November 19, 2005 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 Altematives Analysis, Caltrans, January 2003 Draft Technical Memorandum, "High Occupancy Vehicle Access Study at Routes 91 and 241 (Westbound Route 91 Express Lanes to Southbound Route 241 and Northbound Route 241 to Eastbound Route 91 Express Lanes)", Prepared for Foothill/Eastem Transportation Corridor Agency, Prepared by CH2MHill, November 7, 2001 Route Concept Reports for SR-91, Caltrans Districts 8 and 12 Various Preliminary Drawings and Cross Sections, Caltrans Districts 8 and 12 2006 SR-911mplementation Plan 26 PowerPoint Item 4 Presentation Atta ched • z 2007 plan update incorporates: O RCTC 1 o-Year Delivery Plan G Renewed Measure M O Corridor Mobility Improvement Account Q Advancement of project development efforts ,f Projects organized by readiness and logical sequencing X¢ Traffic analysis updated to 2007 volumes Next steps m OCT. 2 By 2011 Proied (aa. Proiact Snrlmar,, Cost (SPA) By Year 2011 1 Groan hinter Road OvaasaadtgRepficianert i i Slsa g= Expstsion Plan 3 Express Bus Improvement — Drage Caw* to Rivets* Cat* 4 Eastent Dine Addion fon SR241 b SR-71 OCT11 13y 2015 By Year 1018 . S Whim 914-01 batmen $146 and SR-241 by Adding a 5I► GP lane in Each Madan S se i Mon SR 81 bjr One OP tale In Each Dhaka Eaetot 8R 241, CD Rib at 5115 911-7118R21 and 1-15/SR-91, and Systan Inawo mnga Impoavarnarde 7 1.15/SR• 11 DID Connector 229 i 81441 W8 Lana at Twin Avatars 95 tl ' Net Inanithanan etF iaabvaid 48 •.70 81160dR 51,t i1-91,0/5 OCTA By 2020 Project N Proiect Sumywiry 8y Year M i 1D SR341/SR91110V/HOTComila 11, idenea Samba at Skim impwwenart 18 SR-5 ISR11 Mahan pe imams* Fri OCTA Ccs iSW.) Sub alt $ 240 335 2�0 Tt5 By 2030 By Year 2030 13 _ EkwaBd Ram F ea pm Caddy A) km WN1 fa i-% 14 4Lane FaPiti oms Cants B) taa SR-341/SR-133 b i-15/Catico Road 15 Amhara b Otab kaandiand Mut High Shed Rai OCTA s 3,200 5,7m TEO Subic $ MOO s 3 e°tlos model focused primarily on mainline traffic queuing Shows benefits of major projects Results presented for existing, interim, e horizon yeas OCTA H^ Approve draft plan Present to OCTNRCTCBoards i June/July 7.Forward approved plan to State Legislature Continue project implementation OCTA 10 _ P_ f rill • OCTA Item 6 MEMO May 18, 2007 To: State Route 91 Ad isory Committee From: Arthur T. Leahy, Chief Executive Officer Subject: 91 Express. Lanes 2007 Customer Satisfaction Survey The 91 Express Lanes is a ten -mile toll road that operates between Orange and Riverside counties. The 91 Express Lanes currently has over 118,000 customers. Every year, a customer satisfaction survey is conducted to gauge and track customer usage, satisfaction, attitudes and awareness. This year's survey will be conducted in June 2007, with final results expected in summer 2007. In previous studies, a total of 400 telephone interviews were conducted. To identify any differences between frequent and infrequent users, this year's study will include a total of 600 telephone interviews to maintain high level of data precision. "Frequent user" is defined as a customer who travels on the 91 Express Lanes three trips or more per week. To compare data to the previous studies, the survey will include questions from the 2006 study. In addition, new questions related to some potential customer service features, as well as the Riverside County Transportation Commission's plan to extend the express lanes into Riverside will be included. Attachment A is the proposed survey methodology and questionnaire for review and comment. Please forward any suggestions you have to Stella Lin, Marketing Manager, by Monday, May 28, 2007. She is available at (714) 560-5342, or by email at slin@octa.net. Attachment A. 91 Express Lanes 2007 Customer Satisfaction Survey Proposed Survey Methodology and Questionnaire ATL:sI ATTACHMENT A © IWR Group, Inc. c 2007 Version 3.0 Page 1 Insights Worldwide Research 91 Express Lanes 2007 Customer Satisfaction Survey Proposed Survey Methodology and Questionnaire GOALS: The main goal of the Customer Satisfaction Research is to measure levels of satisfaction among customers of the 91 Express Lanes and to identify the issues most relevant to these customers. The research will be configured to make six major determinations: To determine any changes in usage patterns of 91 Express Lanes customers ► To determine customer satisfaction among those who use the 91 Express Lanes To determine customer expectations and perceptions of OCTA management of the 91 Express Lanes ► To determine customer attitudes about benefits of lanes, toll policy, customer service and other service characteristics To determine awareness of existing communication programs and identity effective channels for delivery of information to 91 Express Lanes customers To identity any differences between frequent and infrequent users METHODOLOGY: Insights Worldwide Research will meet these goals by conducting a total of 600 telephone interviews, which includes frequent (3 trips a week or more) and infrequent users. Respondents will be selected using a random digit dialing (IRDD) sampling methodology from customer lists provided by OCTA. Lists be provided by OCTA will include the names and contact information of all 91 Express Lanes current customers. Potential © IWR Group, Inc. 2007 Version 3.0 Page 2 respondents will be first asked a series of questions to ensure they qualify for this research. Please refer to the questionnaire for the proposed qualification criteria. CUSTOMER SATISFACTION RESEARCH 712 TO THE RESPONDENT; Hi, my name is (FIRST AND LAST NAME) with Insights Worldwide Research, Inc. (IWR). Today (tonight) we are °conducting a brief survey on the 91 Express Lanes. I can assure you that everything you say will be held confidential. We are strictly a research company. Your opinions are valuable and we would like to include them in our survey. S1. Are you the individual most responsible for deciding whether or not to travel on the 91 Express Lanes or other lanes requiring a FasTrakTm transponder? Yes 1 GO TO Q1 No 2 ASK QS2 S2. ASK ONLY IF NO TO QS1. May I speak with that person? RECORD Yes 1 No 2 (THANK AND DISCONTINUE) USAGE OF THE TOLL ROADS 1. Which toll road do you use most often? DO NOT READ. RECORD ONE RESPONSE ONLY Q1 Q2 91 Express Lanes 1 1 241 toll road (Foothill/Eastern Transportation Corridor) 2 2 73 toll road (San Joaquin Hills Transportation Corridor) 3 3 261 toll road (Foothill/Eastern Transportation Corridor) 4 4 133 toll road (Foothill/Eastern Transportation Corridor) 5 5 -15 6 6 Others RECORD 7 7 4 IWR Group, Inc. .0 2007 Version 3.0 Page 3 How many transponders do you currently have in your household? One 1 Two 2 Three 3 Four 4 Five or more 5 Who pays for your toll on the 91 Express Lanes? READ AND RECORD 1 pay for my own toll 1 My employer pays for it directly or by reimbursing me 2 Y pays YAnother family member a s for m tolls 3 Other 4 What is the zip code where you are leaving from? What is the zip code. where you are traveling to? Approximately how many total one-way trips per week do you take on the 91 freeway including trips taken on the 91 Express Lanes toll road? DO NOT READ. RECORD. And approximately how many one-way trips per week do you take on just the 91 Express Lanes toll road, not the 91 freeway? DO NOT READ. RECORD BEST FIT. Q6 Q7 None 1 1 Less than one trip a week 2 2 One or two trips a week 3 3 Three trips a week 4 4 Four trips a week 5 5 Five trips a week 6 6 Six trips a week 7 7 More than six trips a week 8 8 . And of those trips on the 91 Express Lanes, how many are during rush hour (5am-8am, 4pm-7pm)? How many one-way trips do you take on the 91 Express Lanes during non. -rush hour, excluding weekends? 10 How many one-way trips do you take on the 91 Express Lanes on weekends? © IWR Group, Inc. c 2007 Version 3.0 Page 4 11. How long have you been a 91 Express Lanes customer? DO NOT READ. RECORD BEST FIT. Less than 6 month 1 6 months to 1 year 2 More than 1 but less than 3 years 3 More than 3 but less than 6 years 4 More than 6 but less than 8 years 5 More than 8 but less than 10 years 6 More than 10 but less than 12 years 7 12 years 8 Refused/Don't know 9 12. Thinking back to when you signed up for the 91 Express Lanes toll road, what motivated you to sign up and use the 91 Express Lanes? DO NOT READ MULTIPLE RESONSES ALLOWED Moved to the Riverside/Corona area 1 Lived in Riverside/Corona area but got a job in Orange County ....2 Got tired of sitting in traffic 3 received it as a gift 4 was tired of putting so much strain on my car 5 My children's activities (school, sports etc) are in Orange County ... ,:..., 6 Lived in Orange County but got a job in Riverside/Corona area 7 Convenience 8 Use on other toll roads 9 Safer than traveling on the 91 10 My company pays for it 11 Received it when buying our home 12 Travel on the 91 for vacation/leisure trips 13 Other 14 13. Within the last six months, would you say the number of times you travel on the 91 Express Lanes toll road, not the 91 Freeway, has increased, stayed the same, or decreased? Increased 1 ASK Q14 Stayed the same 2 GO TO Q15 Decreased 3 ASK Q14 14. Why have your driving habits changed? PROBE AND CLARIFY. © IWR Group, Inc. co 2007 Version 3.0 Page 5 15. Using a scale of 1 to 7 where 7 means I strongly agree and 1 means strongly disagree, please tell me how much you agree or disagree with the following statements. READ AND ROTATE Strongly Strongly Agree Disagree DK expect the lanes to be free flowing at all times, even if 1 have to pay higher tolls 7 6 5 4 3 2 1 0 Using the 91 Express Lanes gives me value for the money7...6 5 4 3 2 1 0 always check for the current toll on the Express Lanes price signs before 1 decide to use the Express Lanes 7...6 5 4 3 2. 1 0 don't need a pre -notice because I mostly rely on the Express Lanes price signs to tell me about the price 7 ..:6 5 4 3 2 1 0 rarely look at or rely on the Express Lanes price signs 7:.:6 54 3 2 1 0 mostly rely on the 91 Express Lane's website to find out about any price changes 7...6 5 4 3 2 1 0 would travel a little earlier or a little later to avoid the heaviest rush hour if the toll was lower during these hours 7...6 5 4 3 2 1 0 16. In your opinion, what is the best thing about traveling on the 91 Express Lanes toll road? Anything else? DO NOT READ. RECORD. MULTIPLE RESPONSES ALLOWED. Less/No traffic 1 Saves time 2 Able to travel faster 3 Convenient/Easy 4 Less stress/relaxing 5 Less wear & tear on car6 More safe/safety 7 Unsure 8 Other 9 17. About how much time do you think you save per one-way trip during rush hour when you travel on the 91 Express Lanes in the morning? minutes 18. About how much time do you think you save per one-way trip during rush hour when you travel on the 91 Express Lanes in the afternoon? minutes • © IWR Group, Inc. 0 2007 Version 3.0 Page 6 19. In your opinion, what has been your greatest concern or complaint about the road or the service you receive from the 91 Express Lanes? Anything else? DO NOT READ. RECORD. MULTIPLE RESPONSES ALLOWED. Rates increase too often Too expensive Express Lanes are still congested Express Lanes are too short Minimum monthly toll fees Hard to reach someone at customer service center Bottleneck at the 55/91 interchange 3+ carpools should travel free all the time No information about rates/charges 1 Billing Complaints 10 2 People cutting into the lanes 11 3 Poor customer service 12 4 Transponder doesn't always work 13 5 Speeding by other drivers 14 6 No complaints 15 7 Other 16 8 9 20. How would you rate the overall safety of the 91 Express Lanes toll road? Would you say it is very safe, safe, somewhat safe, somewhat unsafe,: unsafe, very unsafe or extremely unsafe? RECORD RESPONSE. Very safe 7 SKIP Q21 Safe 6 SKIP Q21 Somewhat safe 5 SKIP Q21 Somewhat unsafe 4 GO TO Q21 Unsafe 3 GO TO Q21 Very unsafe 2 GO TO Q21 Extremely unsafe 1 GO TO Q21 21. Why do you feel this way? 22. Overall, how would you rate your satisfaction with your experience in using the 91 Express Lanes toll road? Please use a scale of 1 to 7 where seven means you are extremely satisfied and one means you are extremely dissatisfied. RECORD RESPONSES. Extremely Satisfied Extremely Dissatisfied DK 7 6 5 4 3 2 1 0 23. Can you please tell me the primary reason you rated your experience that way? IWR Group, Inc. .0 2007 Version 3.0 Page 7 24. I am going to read several attributes that might be important to those who use the 91 Express Lanes toll road. As I read each statement, please tell me how important each one is to you personally. Please use a scale of one to .: seven -where seven means it is extremely important to you personally and : one means it is totally unimportant to you. READ AND ROTATE. DK It is a fast safe reliable commute every time I'm always treated professionally My concerns are responded to in a timely manner The 91 Express Lanes constantly pursues new and better ways to serve their customers OCTA is financially responsible when managing the 91 Express Lanes OCTA should use excess toll revenues to make improvements on the 91 freeway corridor OCTA should use excess toll revenues to repay debt as early as possible and make the 91 Express lanes free... 7 It is easy to get a hold of customer service when I need to 7 Extremely Important 7 Totally Unimportant 6 5 4 3.2 1 0 7 6 5 4 3 2. 1 0 7 6 5 4 3 2 1 0 7 6 5 4 3 2 1 0 7 6 5: 4 3 2 1 0 7 6 5 4 3 2 1 0 6 5 43 2 0 6 5 4 3 2 1 0 25. Now I am going to read this same list of attributes and this time please tell me how you feel the 91 Express Lanes toll road performs on each of these attributes. Please use a scale of 1 to 7 were seven means their performance is outstanding and one means their performance is unacceptable. READ AND ROTATE. Outstanding Unacceptable DK It is a fast, safe, reliable commute every time 7 6 5 4 3 2 1 0 I'm always treated professionally 7 6 5 4 3 2 1 0 My concerns are responded to in a timely manner 7 6 5 4 3 2 1 0 The 91 Express Lanes constantly pursues new and better ways to serve their customers 7 6 5 4 3 2 1 0 OCTA is financially responsible when managing the 91 Express Lanes 7 6 5 4 3 2 1 0 OCTA should use excess toll revenues to make improvements on the 91 freeway corridor 7 6 5 4 3 2 1 0 It is easy to get a hold of customer service when I need to 7 6 5 4 3 2 1 0 26. As I read a list of potential new and expanded features for the 91 Express Lanes, please tell me if you are extremely(4), very(3), somewhat(2), or not likely(1) to utilize this feature. Extremely DK © IWR Group, Inc. °3 2007 Version 3.0 Page 8 Partners offering discounts and specials 4 3 2 1 0 E-statements (on-line) 4 3 2 1 0 Real time traffic coverage 4 3 2 1 0 weekend only transponder with lower monthly fee 4 3 2 1 0 Lower monthly fee on 4th, or more transponders 4 3 2 1 0 Frequent driver program providing points that can be used to redeem for prizes 4 3 2 1 0 27. Approximately how much do you spend per month on toll charges to use the 91 Express Lanes? DO NOT READ. RECORD BEST FIT $ 1 Unsure/Don't know 2 28. How often do you take advantage of the free carpools for three or more people? Would you say you travel on the 91 Express Lanes for free with three or more people extremely often, very often, somewhat often, not very often, or not at all? Extremely often 5 Very often 4 Somewhat often 3 Not very often 2 Not at all 1 Unsure/Don't know 0 29. As you may be aware, within the last 12 months there have been toll increases for the 91 Express Lanes. Have your travel patterns changed because of the toll increases? Yes 1 ASK Q 30 No 2 SKIP Q 31 30 How have they changed? RECORD BEST FIT. DO NOT READ Travel at different times 1 Leave earlier/later to avoid higher tolls 2 Use the 91 Express Lanes less often 3 Use the 91 Express Lanes more often 4 Carpool more often 5 Use different roads to avoid the 91 Express Lanes 6 Other 7 31 How do you prefer to receive information about the 91 Express Lanes? DO NOT READ.. MULTIPLE RESPONSES ALLOWED Mail 1 E-mail 2 Website 3 © IWR Group, Inc. co 2007 Electronic message sign 4 Newspaper 5 Radio 6 Cell phone 7 PDA (Palm pilot) 8 iPod 9 TV 10 Road signs 11 Text message (SMS) 12 Unsure/Don't know :13 None 14 Other 15 Version 3.0 Page 9 32 Do you recall any ads for the 91 Express Lanes in the past 12 months? Yes 1 ASK Q38 No 2 SKIP Q38 33. What other OCTA services have you used in the past? DO NOT :READ. RECORD BEST FIT OCTA's OC' Express service 1 OCTA regular bus service 2 Metrolink weekday service 3 Metrolink Weekends 4 Other None 5 34. Are you aware of any plans by the Riverside County Transportation Commission to extend the express lanes into Riverside? Yes 1 ASK Q37 No 2 SKIP Q37 © IWR Group, Inc. .0 2007 Version 3.0 Page 10 110 35. How would this future extension impact your travel patterns? DO NOT READ. RECORD ONE ANSWER ONLY I will use the 91 Express Lanes more often 1 will use the 91 Express Lanes less often 2 I will no longer use the 91 Express Lanes 3 My travel patterns will not change 4 do not know 5 36. As I read several items associated with the 91 Express Lanes, please tell me flow aware you are of each item. Please use a scale of one to five where 5 means you are extremely aware of this item and 1 means you are not at all aware of this item: READ AND ROTATE The balance on my 91 Express Lanes toll account 5 4 3 2 1: My monthly spending on the 91 Express Lanes 5 4 3 2 1 The 91 Express Lanes violation policy 5 4 3 2 1 Hours of operation for the 91 Express Lanes customer service center 5 4 3 2 1 91 expresslanes.com (or 91 Express Lanes website) 5 4 3 2 1 How to contact 91 Express Lanes customer service 5 4 3 2 1. Lower toll charges just before and immediately following rush hours 5 4 3 2 1 Toll charges during non -rush hours 5 4 3 2 1 Toll charges during weekends 5 4 3 2 1 37. Within the next 12 months, do you plan to add another transponder to your existing account? Yes .1 ASK Q45 No 2 GO TO Q46 38. Why is that? RECORD VERBATIM. PROBE AND CLARIFY RESPONDENT CHARACTERISTICS Just a few more questions for classification. 39. Please stop me when I reach your age range. READ AND RECORD. Under 18 01 45-48 05 65 - 70 08 18-24 02 49-54 ........... 06 71 - 74 09 25-34 03 55-64 07 75 and older 10 35-44 ...........04 DO NOT READ Refused 11 © IWR Group, Inc. .0 2007 Version 3.0 Page 11 40. Are :you currently: READ AND RECORD Self-employed Employed full-time Employed part-time 1 Retired 4 2 Homemaker 5 3 Unemployed 6 DO NOT READ Refused7 41. Please stop me when I reach your highest level of education. Grade school 1 High School 2 Some: College 3 College Graduate 4 Some Graduate school 5 Graduate school 6 DO NOT READ Refused7 42. Stop me when I reach the range of your annual household income before taxes? READ AND RECORD Less than $30,000 1 $30,001 to $49,999 2 $50,000 to $59,999 3 $60,000 to $74,999 4 $75,000 to $99,999 5 $100,000 to $124,9996 $125, 000 to $149,999 .7 $150, 000 to $174, 999 8 $175, 000 to $199, 999 9 $200,000 or more 10 Refused 11 43. Could you please tell me your ethnic background: READ AND RECORD Caucasian 1 African American 2 Hispanic 3 Other 7 44. DO NOT ASK: RECORD Sex: Male 1 Female 2 Asian American 4 Native American 5 Pacific Islander 6 DO NOT READ Refused 8 Name Telephone Number We really value your answers, responses, and patience. -Thank you very much for your time.