2. Oregon’s Road Usage Charge Program - SB810 Implementation 2015 AASHTO Audit Conference July 21, 2015

3. Motivations for Change in Road Funding Declining revenue & increasing unfairness of fuel tax Changes to nation’s vehicle fleet CAFE standard to 54.5 MPG by 2025 Societal inequity resulting from new vehicle purchases

4. Defining Road Usage Charge A fee charged for the distance a vehicle is driven Count the miles and fuel Administer the program Collect the tax

5. SB 810 Overview 5,000 volunteer vehicles Restrictions by MPG categories Operational on July 1, 2015 1.5 cents per mile Credit for fuels tax Mileage reporting choices Personal information protection Minimal enforcement provisions

6. The Project: Road Usage Charge Program – SB810 Implementation Scope ScheduleBudget $8.1 million Create business line Engage account managers Develop ODOT systems Recruit volunteers SB810 Effective Contracts Signed Operational Trial Go Live July 2013 November 2014 April – June 2015 July 2015 December 2015 Project Closes RUCAS dev starts July 2014

7. The volunteer experience

8. Volunteer Experience – Start up 1.Select provider2. Sign up and select from the offerings 3. Install mileage reporting device

9. Daily volunteer experience 4. Drive

10. Volunteer experience - Billing What bill your charges are on How it looks How you payWhen you pay Account manager dependent 5.Account settlement

11. Azuga uses a prepaid wallet

12. Verizon charges your credit card monthly

13. Sanef invoices quarterly if threshold met

14. The RUC System

15. Design principles Open architectureTax payer choices Scalable 15 Policy Neutral Geographically Unlimited Who manages account How miles are counted How much data to share

18. Mileage Collection

19. Accuracy RequirementPrecision Miles and Fuel+/- 5% In / out of state½ mile Public / Private Miles50 feet Mapping ODOT certified map providers to standards ODOT did not provide the maps

20. Technology and processes validated in upfront certification Beginning and ending odometer collected Mileage data sent to ODOT – For monitoring weekly – Can be used to study trends and anomalies All error data is sent to ODOT ODOT has authority to audit Verifying Mileage data

21. Account Managers

22. Collect data Process transactions Manage mileage reporting device Manage RUC payer accounts – Account setup – Billing / Refunds – Customer service Provide customer web portal Report and remit tax to ODOT Report monitoring data to ODOT Functions of the account manager

23. Account Managers The RUC Market Choose market Advanced Reporting Offer value added services Commercial Account Managers Accept any volunteer Basic Reporting (no GPS) No value added services ODOT Account Manager

24. Account Manager compliance Up front certification Contract Service level agreements Key performance indicators Noncompliance impacts payments

25. Certification process Pre-contract Initial Certification Step 1Step 2 Submit/Review Qualification Documentation Conduct/Witness Product Demonstrations Formal Certification Step 3Step 4Step 5 Conduct Self Certification Integration Testing Systems Acceptance Testing Post contract

26. System Uptime & Scheduled Maintenance – Online service available 99.9% of a 24/7 site – Exception for scheduled maintenance Change & Configuration Management – Monthly report summarizing changes, effect & impact (ODOT & RUC payer) Daily, Monthly, Quarterly Reports – VIN summary – Errors & events – RUC revenue Quarterly Reports – VIN summary – Errors & events – RUC revenue Contract Requirements Service Level Agreement

27. Incoming Calls Email Inquiry resolution Escalated inquiry resolution Monthly reporting: Call activity report Inquiry classification report (billing, program, general, MRD reporting, feedback, other Inquiry resolution Contract Requirements Key Performance Indicators

28. ODOT

29. Operations ODOT will have 5 staff to perform program functions

30. ODOT Operations Processes for: Compliance Contract Administration Accounting Program management Volunteer & Public Engagement

31. Now Very little Vs. Requires experience with operations Future ??? Penalties and interest

32. Many applications used for RUC Built on ODOT standard infrastructure

33. RUC Administration Subsystem ODOTs RUC specific – Custom developed application

34. Interface to DMV Required to validate registration

35. Communications

36. WHO Communications Contracted services (PRR) Project team WHAT Account manager toolkits Social media Traditional media Website HOW Research Outreach Branding Communications Marketing & Communications Strategies

37. Continue recruiting volunteers Change messaging if all available spots are full Continue marketing the concept – Social Media – Blog Communications Support for operations

38. Next Steps

39. Project – Write Transition Plan – Document Lessons Learned – Develop a Roadmap to Viability – Finish other project deliverables Program – Oversee account managers – Collect tax – Manage volunteers – Resolve issues/inquiries – Monitor and report Transition Overlap of Project and Operations

40. Post 7/1 -Refine processes -Monitor compliance (contract administration, key performance measures, etc.) -Monitor volunteer activity -Execute evaluation plan -Projects? Next Step Operations

41. Reporting Dashboard

42. Activities after launch