1. (1) This rule applies to tollway operators, including those operating jointly with the Department under an OIPP agreement.
2. (2) A tollway operator shall provide a written annual performance review of the tollway to the Department and Commission no later than one year from the date of commencing operations. Subsequent annual reviews shall cover a state fiscal year and be due after the end of the fiscal year. If the tollway operator intends to propose revised toll rates in the coming fiscal year, the tollway operator shall include the analysis and documentation described in OAR 731-040-0056 in the review.

3. (3) The written annual performance review must include the following:

   1. (a) Revenue and administration costs for the tollway project and tollway.
   2. (b) Status of tollway project investments, financing requirements, and needs for maintenance, operations, preservation, and rehabilitation.
   3. (c) A report on mobility and safety of the tollway and adjacent roadways included in the tollway project footprint and any changes to travel patterns associated with imposing tolls.
   4. (d) Overall amount of tolls collected, and tolls collected, including tolls owed, by vehicle classification.
   5. (e) Information on transportation mobility and air quality, where monitoring data is available, that would inform the Department’s pursuit of state greenhouse gas emissions reduction and air quality goals.
   6. (f) Number and classification of vehicles receiving reductions and exemptions, the impact of reductions and exemptions to revenue and administration costs.
   7. (g) If a low-income toll program applies to the tollway, the number of vehicles enrolled in a low-income toll program as a percentage of the estimated number of potentially qualifying customers for that tollway, the impact to revenue and administration costs, and a report on the aggregate travel patterns of vehicles participating in a low-income toll program.
   8. (h) Information on vehicle trip counts and transit passenger counts, both on the tolled facility and adjacent facilities that may experience diversion as a result of tolling.

Statutory/Other Authority

ORS 184.619, 381.010, 381.098 & 383.004

Statutes/Other Implemented

ORS 383

History

DOT 6-2024, adopt filed 12/04/2024, effective 12/05/2024