# Presentation: 301569

## HOV Pooled Fund StudyHOV Lane Performance Monitoring,Evaluation, and ReportingHandbookProject Presentation

**◊**

**Notes:**
	This PowerPoint presentation summarizes the High-Occupancy Vehicle (HOV) Lane Performance Monitoring, Evaluation, and Reporting Handbook developed through the HOV Pooled Fund Study (PFS).  It is the  shorter PowerPoint presentation, which highlights the key elements of the PFS project and the handbook.  A longer, more detailed PowerPoint presentation describing monitoring, evaluating, and reporting on the performance of HOV facilities is also available.

## Presentation

- HOV Pooled Fund Study
- Handbook Objectives/Audiences
- Overview of Handbook Chapters
- Other Pooled Fund Study Projects

**Notes:**
	The presentation will cover four major topics.  The objectives of the HOV Pooled Fund Study and the participating agencies are described first.  Second, the handbook objectives are highlighted, and the audiences for the handbook and related documents are summarized.  Third, the handbook chapters are summarized.  The presentation concludes by highlighting other projects sponsored by the HOV Pooled Fund Study.

## HOV Pooled Fund Study

- Identify Issues Common Among Agencies
- Suggest Projects and Initiatives
- Select and Initiate Projects
- Disseminate Reports
- Assist in Solution Deployment
- Track Innovations and Practices

**Objectives**

**Notes:**
	The HOV Pooled Fund Study was undertaken to accomplish a number of objectives.  These objectives include identifying common issues related to HOV facilities and suggesting and selecting projects and initiatives to address these issues.  Disseminating reports, handbooks, and research results, as well as assisting in solution deployment and tracking innovations and practices represent other objectives.

## HOV Pooled Fund Study

| √ California | √ New Jersey |
| --- | --- |
| √ Georgia | √ New York |
| √ Maryland | √ Tennessee |
| √ Massachusetts | √ Virginia |
| √ Minnesota | √ Washington |

**Participating State Transportation Agencies**

**Federal Highway Administration (FHWA)**

**Notes:**
	Currently, state transportation agencies in 10 states are participating in the HOV Pooled Fund Study, along with the Federal Highway Administration (FHWA).  The 10 states are California, Georgia, Maryland, Massachusetts, Minnesota, New Jersey, New York, Tennessee, Virginia, and Washington.  Additional state departments of transportation, public transportation agencies, and other organizations are welcome to join the HOV Pooled Fund Study.  Contact information is provided at the end of the PowerPoint presentation for those interested in joining the HOV Pooled Fund Study.

## Handbook Developer

- Texas Transportation Institute
- The Texas A&M University System
- Dr. Katherine F. Turnbull

**Notes:**
The Texas Transportation Institute (TTI), a part of The Texas A&M University System, was selected to conduct this project through a competitive procurement process managed by the FHWA.  TTI is part of the Battelle team on the FHWA Office of Operation Indefination Quantities contract.  Dr. Katherine Turnbull served as the Principal Investigator on the project and was the author of the Handbook.

## Project Objectives

- Advance the State-of-the Practice in Monitoring, Evaluating, and Reporting on the Performance of HOV Facilities
- Communicate Benefits of Performance Monitoring and HOV Facilities

**Notes:**
The first objective of this project is to advance the state-of-the-practice in monitoring, evaluating, and reporting on the performance of HOV facilities.  The second objective is to communicate the benefits of performance monitoring and the benefits of HOV facilities to different stakeholders.

## Project Deliverables

- HOV Performance Monitoring, Evaluation, and Reporting Handbook
- Outreach Material – Project Fact Sheets, Brochure, Primer, Frequently Asked Questions, PowerPoint Presentations

**Notes:**
The HOV Lane Performance Monitoring, Evaluation, and Reporting Handbook represents the major product from this project.  Outreach materials developed through this project include project fact sheets, a brochure, a primer, frequently asked questions, and PowerPoint presentations.

## Audiences

- Handbook – Transportation Professionals Responsible for HOV Facilities
- Outreach Material – Agency Management Personnel and Policy Makers

**Notes:**
The handbook and outreach materials are targeted toward a variety of audiences and stakeholder groups.  The handbook is intended for use by transportation professionals responsible for planning, designing, operating, and traffic enforcement on HOV facilities.  The audiences for the outreach materials include agency management personnel and policy makers, as well as other groups interested in the performance of HOV facilities.

## Handbook Chapters

- Chapter One – Introduction
- Chapter Two – Executive Summary
- Chapter Three – Developing HOV Performance Monitoring Programs
- Chapter Four – HOV System Objectives, Measures of Effectiveness, and Data Requirements

**Notes:**
	The handbook is divided into nine chapters and four appendices.  The chapters include:

Chapter One – Introduction
		Introduces the handbook purpose, topics, and format.
Chapter Two – Executive Summary
		Highlights the objectives and types of HOV facilities.  Summarizes the key topics of each chapter.
Chapter Three – Developing HOV Performance Monitoring Programs
		Describes the agencies involved in performance monitoring and the basic steps in developing an HOV performance monitoring program.
Chapter Four – HOV  System Objectives, Measures of Effectiveness, and Data Requirements
		Describes typical objectives and measures of effectiveness for HOV facilities and the data needed to assess these measures.

## Handbook Chapters

- Chapter Five – HOV Data Collection
- Chapter Six – Data Reduction and Analysis Techniques
- Chapter Seven – Conducting Ongoing HOV Performance Monitoring Programs
- Chapter Eight – HOV Performance Reporting
- Chapter Nine –  Case Studies

**Notes:**
Chapter Five – HOV Data Collection
	Describes the common methods for collecting different data.
Chapter Six – Data Reduction and Analysis Techniques
	Discusses data reduction, storage, management, and analysis techniques associated with HOV performance monitoring programs.  Also highlights approaches to ensure data quality control.
Chapter Seven – Conducting Ongoing HOV Performance Monitoring Programs 
	Highlights the major elements of conducting and maintaining ongoing performance monitoring activities.
Chapter Eight – HOV Performance Reporting
	Describes reporting methods for different stakeholder groups.
Chapter Nine –  Case Studies
	Presents case studies on HOV performance monitoring programs used in different areas.

## Handbook Appendices

- Appendix A – References and Additional Resources
- Appendix B – Glossary of Terms
- Appendix C – List of Abbreviations
- Appendix D – Agency Contacts

**Notes:**
	The four appendices contain the references used in the handbook and additional resources, a glossary of terms, a list of abbreviations, and contacts of participating agencies.
Appendix A – References and Additional Resources
	Provides the references used in the handbook and additional resources.
Appendix B – Glossary of Terms
	Provides a glossary of commonly used terms in HOV performance monitoring, evaluation, and reporting.
Appendix C – List of Abbreviations
	Provides a list of abbreviations associated with HOV performance monitoring.
Appendix D – Agency Contacts
	Provides contacts at states involved in the Pooled Fund Study.

## Handbook Features

- Highlights Chapter at-a-Glance

- Highlights Good Ideas

**Notes:**
The handbook provides an easy to use guide to HOV performance monitoring, evaluation, and reporting.  Icons are used to highlight key points.  The eyeglass icons are used to highlight the chapter-at-a-glance at the start of each chapter.  The light bulb icon highlights good ideas based on best practice case studies.

## Handbook Features

- Highlights Keys to Successful Practices

- Highlights Case Study Examples

**Notes:**
The keys icon highlights keys to successful practices.  Finally, the notebooks icon highlights case study examples.  The case studies in the chapters provide examples to reinforce key points.  The case studies in Chapter provide more detailed descriptions of ongoing HOV performance monitoring programs and expand on many of the examples in the chapters.

## Chapter One – Introduction

- Welcome
- Handbook Features
- Chapters-at-a-Glance

**Notes:**
This section of the presentation describes the major topics discussed in each chapter.  Chapter One presents the objectives and audiences for the handbook, highlights the use of the four icons, and summarizes the topics covered in each chapter.

## Defining HOV Facilities
Key Points of Each Chapter

- Key Points of Each Chapter

**Chapter Two – Executive Summary**

**Notes:**
Chapter Two provides an overview of HOV facilities and highlights the key points in each chapter.  HOV facilities are designed and operated to provide travel time savings and trip time reliability to buses, vanpools, and carpools.  HOV lanes increase the person-movement, rather than vehicle-movement, of congested travel corridors.  Currently there are approximately 130 HOV facilities on freeways and in separate rights-of-way in the 32 metropolitan areas shown on the map.

## Chapter Three – Developing HOV Performance Monitoring Programs

- Federal Interest in HOV Performance Monitoring
- Uses and Benefits of HOV Performance Monitoring
- Transportation Plans and HOV Systems
- Agencies Involved
- HOV Performance Monitoring Process

**Notes:**
Chapter Three covers the five topics listed on the slide.  It begins with an overview of the federal interest in HOV performance monitoring.  Next, the uses and benefits of HOV performance monitoring programs are described.  The relationship between the various transportation plans and HOV elements in metropolitan areas is then described, along with the agencies typically involved in HOV performance monitoring.  Finally, the HOV performance monitoring program is summarized.

## Chapter Four – HOV System Objectives, Measures of Effectiveness, and Data Requirements

- HOV Objectives and Measures of Effectiveness (MOEs)
- HOV Performance Data Requirements

**Notes:**
The objectives of an HOV facility or project should be clearly articulated and should be measurable, as the monitoring program focuses on gathering the data needed to analyze HOV performance and determine if the objectives have been met.  Measures of effectiveness (MOEs) identify specific performance levels.  The data needed to assess the MOEs can then be identified.

## Chapter Five – HOV Data Collection

- HOV Facility Inventory
- Vehicle and Vehicle-Occupancy Counts
- Travel Time and Travel Speed
- Bus Routes and Ridership
- Park-and-Ride and Park-and-Pool Lot Use
- Violation Data
- User and Non-User Surveys
- Crash Data
- Emissions and Air Quality
- Cost-Benefit Data

**Notes:**
Chapter Five presents techniques for collecting the data needed to assess the MOEs.  Information on the techniques typically used to collect the data highlighted on this slide is described.

## Chapter Six – HOV Data Reduction and Analysis Techniques

- Data Reduction, Storage, and Management
- Analysis Techniques

**Notes:**
Data reduction, storage, and management and data analysis techniques used to assess various MOEs are discussed in Chapter Six.  Elements to consider in data reduction, storage, and management are described.   Commonly used analysis techniques, including calculating vehicle and person throughput, average vehicle occupancy (AVO), travel times, travel time index, trip time reliability, buffer index, violation rates, and crash rates are presented.

## Chapter Seven – Conducting Ongoing HOV Performance Programs

- Developing a Data Collection Program
- Frequency of Data Collection
- Potential Funding Sources
- Staffing and Resources

**Notes:**
Chapter Seven describes conducting ongoing HOV monitoring programs.  The four major topics presented are developing a data collection program, the frequency of data collection, potential funding sources, and staffing and resource needs.

## Chapter Eight – HOV Performance Reporting

- Stakeholder Information Needs and Reporting Methods
- HOV Performance Reporting Methods

**Notes:**
Approaches for reporting the results of HOV performance monitoring programs to different stakeholders is presented in Chapter Eight.  Use of the information by various stakeholder groups is discussed and reporting methods are presented.

## Chapter Nine – Case Studies

- Seattle/Washington State
- Los Angeles
- Northern Virginia
- Houston
- Minneapolis
- San Diego

**Notes:**
Chapter Nine presents more detailed case studies on HOV performance monitoring programs in the six areas listed on the slide.  The case studies provide information on the HOV objectives and measures of effectiveness, the data collection techniques, the data analysis methods, and the reporting approaches used with HOV monitoring programs in these areas.  The Northern Virginia case study includes a discussion of monitoring exempt low-emission and energy-efficient vehicle use of the HOV lanes and the Houston, Minneapolis, and San Diego case studies include information on monitoring HOT vehicles.

## Other HOV Pooled Fund Study Projects

- HOV Eligibility Requirements and Operating Hours Handbook
- HOV Lane Safety Considerations Handbook
- HOV Lane Enforcement Handbook
- HOV Inventory

**Notes:**
Other HOV pooled fund study projects are highlighted on this slide.

## HOV Pooled Fund Study

**Project Website**
- _[http://hovpfs.ops.fhwa.dot.gov/index.cfm](http://hovpfs.ops.fhwa.dot.gov/index.cfm)_
**Contact Information**
- Mr. Neil Spiller
- Federal Highway Administration
- Voice: (202) 366-2188
- E-mail:  neil.spiller@fhwa.dot.gov

**Notes:**
More information on HOV Pooled Fund Study projects, including the HOV Performance Monitoring, Evaluation, and Reporting Handbook, can be obtained from the website shown on the slide or by contacting Neil Spiller at FHWA.