oregon’s road usage charge program - sb810 implementation 2015 aashto audit conference july 21,...
TRANSCRIPT
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Oregon’s Road Usage Charge
Program -SB810
Implementation
2015 AASHTO Audit Conference July 21, 2015
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Motivations for Change in Road FundingDeclining 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
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Defining Road Usage ChargeA fee charged for the distance a vehicle is driven
Count the milesand fuel
Administer the program
Collect the tax
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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
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The Project: Road Usage Charge Program – SB810 Implementation
Scope Schedule Budget
$8.1 millionCreate business line
Engage account managers
Develop ODOT systems
Recruit volunteers
Wages36%
OT 2%
Other Payroll
15% Legal
2%
Prof. Serv.41%
IT1%
Rent2% Other
1%
SB810 Effective
Contracts Signed
Operational Trial
Go Live
July 2013
November 2014
April – June 2015
July 2015
December 2015Project Closes
RUCAS dev startsJuly 2014
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The volunteer experience
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Volunteer Experience – Start up
1. Select provider 2. Sign up and select from the offerings
3. Install mileage reporting device
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Daily volunteer experience
4. Drive
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Volunteer experience - Billing
What bill your charges are on
How it looks
How you payWhen you pay
Account manager dependent
5. Account settlement
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Azuga uses a prepaid wallet
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Verizon charges your credit card monthly
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Sanef invoices quarterly if threshold met
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The RUC System
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Design principles
Open architectureTax payer choices
Scalable
15
Policy Neutral
Geographically Unlimited
Who manages account
How miles are counted
How much data to share
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ODOT Account Manager
Bank
ODOT
Mileage Collection
Commercial Account Manager(s)
Reporting
Transaction Processing
Account Management
Oregon Road Usage ChargingOpen System Concept
Mileage and fuel data
$ Tax Reconciliation
Public Outreach
EvaluationManager Volunteer
Manage Account Managers
Monitor & Reporting
Inquires & Issue Resolution
Tax Collection
DMV
Accounting
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Mileage Collection
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Mileage CollectionAccuracy
Requirement Precision
Miles and Fuel +/- 5%
In / out of state ½ mile
Public / Private Miles 50 feet
Mapping• ODOT certified map providers to
standards• ODOT did not provide the maps
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• 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
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Account Managers
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Account Managers
• 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
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Account ManagersThe 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
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Account Manager compliance
• Up front certification• Contract
• Service level agreements• Key performance indicators
• Noncompliance impacts payments
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Certification process
Pre-contract
Initial Certification
Step 1 Step 2
Submit/Review Qualification
Documentation
Conduct/Witness Product
Demonstrations
Formal Certification
Step 3 Step 4 Step 5
Conduct Self Certification
Integration Testing
Systems Acceptance
Testing
Post contract
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• 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 RequirementsService Level Agreement
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• 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
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ODOT
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Operations
ODOT will have 5 staff to perform program functions
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ODOT Operations
Processes for: • Compliance
• Contract Administration
• Accounting
• Program management • Volunteer & Public Engagement
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Now
Very little
Vs.
Requires experience with operations
Future
???
Penalties and interest
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Many applications used for RUC
Built on ODOT standard infrastructure
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RUC Administration SubsystemODOTs RUC specific – Custom developed application
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Interface to DMVRequired to validate registration
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Communications
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WHO
Communications
Contracted services (PRR)
Project team
WHAT
Account manager toolkits
Social media
Traditional media
Website
HOW
Research
Outreach
Branding
CommunicationsMarketing & Communications Strategies
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• Continue recruiting volunteers
• Change messaging if all available spots are full
• Continue marketing the concept– Social Media– Blog
CommunicationsSupport for operations
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Next Steps
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• 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
TransitionOverlap of Project and Operations
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Post 7/1
- Refine processes- Monitor compliance
(contract administration, key performance measures, etc.)
- Monitor volunteer activity- Execute evaluation plan- Projects?
Next StepOperations
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OperationsReporting Dashboard
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Activities after launch
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