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Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA 1 Making Making the State of the Art the State of the Art the State of the Practice: the State of the Practice: Modeling Tools for Road Pricing Modeling Tools for Road Pricing Peter Vovsha William Davidson Robert Donnelly PB Consult, Parsons Brinckerhoff Inc

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA1 Making the State of the Art the State of the Practice: Modeling Tools for Road

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Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

1

Making Making the State of the Art the State of the Art the State of the Practice:the State of the Practice:Modeling Tools for Road PricingModeling Tools for Road Pricing

Peter VovshaWilliam Davidson Robert Donnelly PB Consult, Parsons Brinckerhoff Inc

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Presentation Outline Presentation Outline General issues:

1. Classification of pricing forms2. Overview of modeling approaches

Major breakthrough directions:3. Reliability4. Heterogeneity of users in choice context5. Heterogeneity of users in traffic simulation6. Advanced time-of-day / peak spreading technique7. Toll road as travel choice

Conclusions

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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1. Classification of Pricing Forms1. Classification of Pricing Forms

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Pricing CharacteristicsPricing Characteristics Facility Vehicle /

traveler Unit of travel Collection

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Pricing CharacteristicsPricing Characteristics Facility Vehicle /

traveler Unit of travel Collection

Individual Area / cordon Sub-network

(inter-city) Entire network

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Pricing CharacteristicsPricing Characteristics Facility Vehicle /

traveler Unit of travel Collection

Flat Type (car, truck,

CV) Auto occupancy Truck weight /

axles / PCE Emission / fuel Residence Chains

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Pricing CharacteristicsPricing Characteristics Facility Vehicle /

traveler Unit of travel Collection

Flat per trip By TOD period By area Entry-exit Distance-based Time-based Congestion-based Daily / bulk

discount

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Pricing CharacteristicsPricing Characteristics Facility Vehicle /

traveler Unit of travel Collection

Manual Pass Vehicle equipment Automatic

<

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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2. Overview of Modeling 2. Overview of Modeling ApproachesApproaches

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Wide Range of TechniquesWide Range of Techniques Simplified sketch planning:

Short-term / Established facility Spreadsheet based on elasticity Sample enumeration

“Real” models: Long-term / New facility Regional model Corridor-specific model

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Focus on Regional ModelsFocus on Regional Models Network simulation (Route choice):

Static UE assignment Dynamic Traffic Assignment / Micro-

simulation Demand models (Mode /

destination / TOD choices): Conventional trip-based 4-step Advanced activity-based tour-based

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Static Traffic AssignmentStatic Traffic Assignment

!! ??

Simplicity Large networks VDF for distance time &

congestion-based tolls

Route choice only Vehicle type, occupancy, VOT,

payment type, leads to multi-class w/full trip tables

Cannot handle non-link and non-trip forms (entry-exit, daily)

Cannot incorporate reliability / time variability

Simplified toll-collection delays

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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DTAssignment / MCSMDTAssignment / MCSM

!! ??

Entire-route (non-link) pricing Linkage across TOD slices Queues / realistic delays Individual vehicle types Reliability / time variability

Route choice only Small & medium networks Cannot handle daily pricing

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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4-Step Trip-Based Model 4-Step Trip-Based Model

!! ??

Simplicity Mode & trip distribution OD time & cost / reliability

Limited segmentation Inconsistent TOD Inconsistent mode choice Car occupancy as mode Cannot handle daily pricing

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Activity-Based Tour-Based Activity-Based Tour-Based ModelModel

!! ??

Consistent mode choice Consistent TOD & daily

schedule Unlimited segmentation by VOT Vehicle type & occupancy as

intra-household choices Payment type as individual

choice

Complexity

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Breakthrough DirectionsBreakthrough Directions Relevant and applicable in

different modeling frameworks Theoretically substantiated and

practically estimated & tested Based on conventional data

sources Can be applied TODAY

<

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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3. Reliability3. Reliability

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Willingness to PayWillingness to Pay Value of Time (VOT)

Lost participation in activities Disutility of travel

Value of Reliability (VOR) Non-recurrent congestion Accidents / Weather / Road works

Other Values: Safety Information

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Quantification of ReliabilityQuantification of Reliability Alternative-specific constants (Indirect) :

Rail bias Toll road bias

Distance / time based terms (Indirect) : Rail distance term Toll-road distance/time/time-savings term

Deviation from average travel time (Direct) : Time distribution-based statistics Schedule adherence indices for transit Transit wait time curves

Probability of significant delay (Direct) : SP estimation Function of V/C in application

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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VOR, Small et al, 2005, VOR, Small et al, 2005, SR-91SR-91

00.10.20.30.40.50.60.70.80.9

1

25 30 35 40 45 50 55 60

Travel time, min

Cum

ula

tive p

robabilit

y Differencebetween the 80th and 50th

percentile

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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VOR, Small et al, 2005, VOR, Small et al, 2005, SR-91SR-91 Being late is more onerous than

being early; thus 80th-50th is better than STD

Distribution of travel times is assumed known to travelers based on their experience

VOR is roughly equal to VOT Reliability accounts for 1/3 of the

attraction of express lanes

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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VOR IllustrationVOR IllustrationPercentile Road 1 Road 2 Preference

10 41 min 29 min

20 42 min 30 min

30 43 min 35 min

40 44 min 39 min

50 45 min 40 min

60 46 min 41 min

70 47 min 45 min

80 48 min 50 min

90 49 min 51 min

100 50 min 52 min

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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VOR IllustrationVOR IllustrationPercentile Road 1 Road 2 Preference

10 41 min 29 min

20 42 min 30 min

30 43 min 35 min

40 44 min 39 min

50 45 min 40 min

60 46 min 41 min

70 47 min 45 min

80 48 min 50 min

90 49 min 51 min

100 50 min 52 min

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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VOR IllustrationVOR IllustrationPercentile Road 1 Road 2 Preference

10 41 min 29 min

20 42 min 30 min

30 43 min 35 min

40 44 min 39 min

50 45 min 40 min 2nd road

60 46 min 41 min

70 47 min 45 min

80 48 min 50 min 1st road

90 49 min 51 min

100 50 min 52 min

<

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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4. Heterogeneity of Users in 4. Heterogeneity of Users in Choice ContextChoice Context

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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VOT Distribution VOT Distribution Hensher & Goodwin, 2003Hensher & Goodwin, 2003

Density (normal)

VOTMean

TollTime saved

Payers

Density (skewed)

VOTMean

TollTime saved

Payers

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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VOT – NY ModelVOT – NY Model

$0

$5

$10

$15

$20

$25

$30

$35

$40

Work School Univ Maint Discr Atwork

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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VOT – Montreal Model VOT – Montreal Model

$0

$2

$4

$6

$8

$10

$12

MaleLowOff

MaleLowPeak

MaleHighOff

MaleHighPeak

FemLowOff

FemLowPeak

FemHighOff

FemHighPeak

Work Maintenance Discretionary

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Possible SegmentationPossible Segmentation 3-4 income groups 3-4 travel purposes 2 genders 2-3 person types 2-3 TOD periods 2-3 vehicle occupancy classes

×

200-300 segments / trip tables

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Probabilistic ApproachProbabilistic Approach All possible segments cannot be

handled Significant situational variability (intra-

segment and intra-person): Trip to airport In a hurry for business meeting Driving home because child is sick Late for a music show Flexible vs. fixed work hours

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Random Coefficients Logit Random Coefficients Logit Small et al, 2005 Small et al, 2005

iiiii COSTTIMEU

iiiii YOUNGFEMALE

DISTANCEINCOME

DISTANCEINCOME

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Random Coefficients LogitRandom Coefficients LogitSmall et al, 2005 Small et al, 2005 Simultaneous and consistent estimation

of: Observed heterogeneity - segmentation Unobserved heterogeneity – random terms

Software for estimation is available Easily applied in micro-simulation by

direct generation of random utilities Requires numerical integration of

probability for aggregate models<

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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5. Heterogeneity of Users in 5. Heterogeneity of Users in Traffic SimulationTraffic Simulation

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Bi-Criterion Route ChoiceBi-Criterion Route Choice

O D$1 $1

30 min$2

35 min$1

45 min$040 min

$1

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Extreme Efficient Paths, Extreme Efficient Paths, Mahmassani et al, 2004Mahmassani et al, 2004

Time

Cost

Extremeefficientpaths

OtherPareto-optimalpaths

C3C2C1

T1

T2

T3

<

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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6. Advanced TOD Choice / 6. Advanced TOD Choice / Peak Spreading Technique Peak Spreading Technique

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Entire-Tour EffectsEntire-Tour Effects

5 23

Work tour to schedule

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Entire-Tour EffectsEntire-Tour Effects

5 23

Work tour to schedule

Considerations for departure time:•Office hours (7-10)•Avoid congestion (10+)•Give ride to child (7)

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Entire-Tour EffectsEntire-Tour Effects

5 23

Work tour

10

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Entire-Tour EffectsEntire-Tour Effects

5 23

Work tour

10

Considerations for arrival time:•Office hours (<=20)•Avoid congestion (<16)•Tennis before dark (<17)

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Entire-Tour EffectsEntire-Tour Effects

5 23

Work tour

10

15

Considerations for duration:•8 work hours •Finish presentation on Pricing

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Entire-Tour EffectsEntire-Tour Effects

5 23

Work tour

9 19

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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4-Step Model4-Step Model Focus on one period (AM peak) AM peak spreading isolated from other

periods Sensitivity to pricing is overestimated:

Aggregation bias over VOT segments Entire-day constraints ignored

AM peak spreading can make PM congestion worse! Shifting part-time workers to AM shoulder Shifting non-work travel from AM period

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Activity-Based ModelActivity-Based Model Entire-day schedule AM Peak / PM peak spreading are

modeled together Sensitivity to congestion pricing is

realistic: Various VOT segments Entire-day constraints

Impact of AM peak spreading on PM peak is modeled explicitly

<

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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7. Toll Road as Travel Choice7. Toll Road as Travel Choice

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Existing ApproachesExisting Approaches Assignment only (no demand changes) Binary choice (toll/non-toll):

Non-toll users diverted to other routes Non-toll users diverted to other periods

(peak spreading) Non-toll users diverted from highway

(diversion curves) Incorporation in mode / TOD /

destination choice

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Mode & Toll Road ChoiceMode & Toll Road ChoiceDestination

Time of Day

Mode

Private Public

SOV HOV Bus Subway Rail

Wal

k

Au

to

Wal

k

Bu

s

Au

to

Wal

k

Bu

s,S

ub

way

Au

toT

oll

No

To

ll

To

ll

No

To

ll

To

ll

No

To

llMain TransitOccupancy

Access/Egress

To

ll

No

To

ll

SP

Fixed

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Additional ComplicationsAdditional Complications Payment type choice (manual, EZ

pass, transporder) Non-trip-based pricing forms (daily

area pricing) Person-based exemptions /

discounts / reimbursement Basic order of choices (mode,

destination, TOD) is still an open issue

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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SR-91 (Yan, et al, 2002)SR-91 (Yan, et al, 2002)TOD Period Basedon Toll Schedule

Mode(Car Occupancy)

BeforePeak

4-5AM2-3PM

EarlyShoulder

5-7AM3-5PM

Peak7-8AM5-6PM

LateShoulder

8-9AM6-7PM

AfterPeak

9-10AM7-8PM

SOV HOV2 HOV3+

Joint Transponder and Route Choice

TransponderSR 91

Express

TransponderEastern Toll

Road

TransponderSR 91

Free Lanes

No TransponderEastern Toll

Road

No TransponderSR 91

Free Lanes

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Inclusion Inclusion RecommendationsRecommendations

Trip generationTrip distribution

TOD choice

Mode choice

Payment typeToll road choice

Network route

Car occupancy

? Large-scale projects & policies? Large-scale projects & policies TOD-specific pricing

Strong transit alternative

Occupancy-specific pricing

Several technologies

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Applied CombinationsApplied CombinationsTrip

generationTrip distribution

TOD choice

Mode choice

Payment typeToll road choice

Network route

Car occupancy

?

?

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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How many applied models How many applied models address all aspects in a address all aspects in a consistent way? consistent way?

<

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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ConclusionsConclusions Right tool for the planning need and context:

Available information / surveys Existing modeling framework Form / scale of pricing and expected impacts

Progress relates to general advances in modeling:

Dynamic traffic assignment / micro-simulation Activity-based demand models Synthesis of good ideas & best practices

Integrated approach – “Bigger picture”: Network simulation Demand modeling Evaluation / optimization

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Integrated Decision Integrated Decision MakingMaking

Generation,distribution,

mode, & TODsensitivity

Representationin networksimulation

Impact on traveldemand

Evaluation &optimization

Willingnessto pay for

time savings& reliability

Pricingforms &

technologies

VOT & VOR bytravel segments

VOT & VOR byuser/vehicle types

VOT & VOR bytravel segments& vehicle types

Form & technology byfacility & vehicle type

NetworkLOS

Pricing scheme& strategy

Form, strategy &collection

AutoTrips

LU & networkdevelopment,

policyimplications

Networkequilibrium

Policyequilibrium

Expert Forum on Road Pricing, USDOT, November 14-15, 2005, Alexandria, VA

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Thank You for Your Thank You for Your Attention!Attention!

Q?