Discrete Choice Models and Behavioral Response to Congestion Pricing Strategies Mark Fowler & Stacey Falzarano, Resource Systems Group, Inc. Prepared for: The TRB National Transportation Planning Applications Conference Kazem Oryani and Cissy Kulakowski, Wilbur Smith Associates 11 May, 2011 Southern California Association of Governments Today Nation’s largest MPO 6 Counties 38,000 square miles 19 million residents 550 million daily VMT 20 minutes of delay per driver per day 2030 24 million residents 30 minutes of delay per driver per day San Bernardino Ventura LA Riverside Orange Imperial 2 SCAG Express Travel Choices Study Objectives Understand how congestion pricing can be used in the SCAG region to: 1. Reduce congestion and improve transportation system performance 2. Improve air quality 3. Enhance transportation revenues Approach Outreach and public participation Case studies for existing pricing projects Update SCAG regional travel demand model to incorporate pricing Understand behavioral response to pricing Stated preference surveys Performance and feasibility analysis, develop regional strategy, identify pilot projects, etc... 3 Pricing Strategies Under Consideration Express Lanes Single Facility Pricing Corridor Pricing Regional Facility Pricing Cordon Pricing Area Pricing Express Parking VMT Pricing 4 Stated Preference Survey Evaluate the behavioral response of travelers in the region to the 8 different congestion pricing strategies Estimate proportions of Route shift Mode shift (HOV, transit) Departure time shift Changes in destination Trip reduction Estimate traveler values of time (VOT) Provide inputs to the travel demand model 5 Stated Preference Questionnaire Developed SP questionnaire with four main groups of questions: Revealed Trip Characteristics Stated Preference Exercises • Details of a recent trip in the region • Trip purpose, time of day, origin, destination, occupancy, frequency, etc. • Ability to shift destination/time of day • How would you travel under hypothetical future conditions that may include pricing? • Mode, time of day, route, trip reduction Debrief and Opinion • Debrief of SP experiments • Opinion of pricing strategy, tolling in general Demographics • Basic household demographics • Income, gender, age, household size, household vehicles, etc. 6 What are the behavioral responses for each strategy? Behavioral response depends on: Type of pricing Specifics of pricing implementation Revealed trip details (origin, destination, time of day, etc.) Example trip: Santa Monica to Staples Center Depart at 6 PM, 14.7 miles, 20-60 minutes Pricing Example 1: Express Lanes on I-10 Add tolled Express Lanes to I-10 Discount for off-peak travel Drive on I-10 Express Lanes and pay toll Drive on I-10 Express Lanes earlier or later (reduced toll) Discount for HOV GP Lanes remain toll-free Drive on I-10 Express Lanes in a carpool (reduced toll) Drive on I-10 regular lanes (toll free) Take transit Don’t make trip Take transit to Staples Center Don’t make trip Pricing Example 2: Cordon Pricing around Downtown LA Price all travel into downtown LA Discount for off-peak travel Drive to Staples Center and pay toll Drive to Staples Center earlier or later (reduced toll) Discount for HOV Drive to Staples Center in a carpool (reduced toll) Change destination? 7 Comparison of Behavioral Responses Pricing Strategy Don’t Make Trip Single Facility Pricing X Express Lanes X Change Destination Take Transit Form Carpool Change Departure Time Change Route X Regional Facility Pricing Corridor Pricing Cordon Pricing Area Pricing X Express Parking X VMT Pricing Significant impact (if applied equally) Some impact Minimal impact X No impact 8 Stated Preference Exercises Behavioral response information used to develop SP exercises Each SP exercise presented up to 5 alternatives for making their trip in the future, described by relevant attributes Attributes varied across all 8 exercises Each respondent saw two sets of 8 SP exercises for two different pricing strategies Alternatives Toll route during the peak Toll route outside the peak Toll route in a carpool (HOV) Alternate route Alternate destination Transit Attributes Travel time Travel cost (toll cost/fare) Departure time Occupancy Mode 9 Example Stated Preference Exercise: Express Lanes 10 Trip Suppression Questions Ask about trip reduction under a specific travel scenario Follow-up to find out how trips would be reduced 11 Survey Administration and Sample Characteristics Survey administered online to residents of all six counties 3,590 responses Each respondent evaluated 2 different pricing strategies County of Residence Pricing Strategies Evaluated 51.4% 54.7% Los Angeles 17.6% 16.8% Orange Riverside 12.9% 11.8% San Bernardino 12.3% 11.2% 0% Regional Facility and Corridor Pricing 30.3% VMT Pricing 1.3% 0.9% Imperial 29.9% Cordon/Area Pricing and Express Parking 4.5% 4.5% Ventura Individual Facility Pricing and Express Lanes 10% 20% Sample 30% 40% 50% 60% 9.9% 29.9% 0% 5% 10% 15% 20% 25% 30% 35% Census *Census data from the 2009 American Community Survey 12 Sample Characteristics Alternate destination availability Differs by trip purpose Is an alternate destination available for this trip? Work Commute 14% Business-Related 16% 73% 65% Peak Non-Work 28% Off-Peak Non-Work 13% 19% 44% 26% 28% 44% Yes 30% No Unsure Ability to shift departure time earlier or later Earlier Departure time shift 54% can shift earlier 62% can shift later Later Not at all 46% 38% Up to 30 minutes 29% 35% Up to 1 hour 11% 13% Up to 2 hours 7% 7% More than 2 hours 7% 7% 60% 40% 20% 0% 20% 40% 60% Opinion of pricing strategy Opinion of pricing strategy Opinion decreases as the ability to avoid the toll/fee decreases Individual Facility Pricing & Express Lanes 19% 23% 58% Regional Facility & Corridor Pricing 15% 20% 65% Cordon and Area Pricing & Express Parking 14% 22% 64% VMT Pricing 11% Favor 19% Neutral 70% Oppose 13 Choice Model Estimation Multinomial Logit (MNL) models estimated using the SP data Tested numerous utility specifications Variables from the SP experiments (travel time, cost, etc.) Revealed trip characteristic variables (trip purpose, time of day, etc.) Demographic variables Models segmented by trip purpose and time of day Final model specification chosen based on: Expected application Statistical significance of parameter estimates Model fit Intuitiveness and reasonableness of the results Segment Description Work Commute Work commute trips at any time of day Business-related Business-related trips at any time of day Non-work Peak All other trip purposes during peak hours (6:00 AM – 10:00 AM; 3:00PM – 7:00 PM) Non-work Off-peak All other trip purposes during off-peak hours (10:00 AM – 3:00 PM; 7:00 PM – 6:00 AM) 14 Choice Model Results Model Coefficients for Commute Segment Coefficients specified for: Coefficient Values Travel time Coefficient Toll cost Mode/route specific constants Departure shift Dummy variables for current HOV/transit users Bias removing variables VOT varies from $6.00 to $20.00 depending on traveler segment and household income $25.00 VOT ($/hr) $20.00 β TTNOpp β TTOpp β CostNOpp* β CostOpp β ShiftE β ShiftL β Occ β HOV β TTTransit β FareTransit β ModeTransit β TollConstant2 β TollConstant3 β TollConstant4 β TollConstant5 β TollConstant6 β TollConstant7 β FreeAlt β FreqTransit Description Not Opposed Travel Time Units Minutes Value -0.0568 -30.2 Opposed Travel Time Minutes -0.0434 -23.2 Not Opposed Cost Dollars -2.20 -25.1 Opposed Cost Dollars -0.385 -31.5 Shift Earlier Minutes -0.0149 -17.1 Shift Later Minutes -0.0184 -20.1 Vehicle Occupancy – 1 additional passenger Persons -0.308 -3.69 Current HOV – 2 or more people (0,1) 1.45 15.9 Transit Travel Time (0,1) -0.0464 -23.3 Transit Fare (0,1) -0.495 -18.4 Transit Mode - Bus Penalty (0,1) -0.359 -6.27 Toll Route Shift Earlier Constant (0,1) 0.234 3.74 Toll Route Shift Later Constant (0,1) 0.383 5.00 Toll Route HOV Constant (0,1) -0.678 -5.24 AlternateRoute/General Purpose Lanes Constant (0,1) 0.985 27.1 Alternate Destination Constant (0,1) -0.289 -3.04 Transit Constant (0,1) -0.346 -3.94 Free Alternative (0,1) 0.616 15.6 Transit Use Frequency - at least once a week (0,1) 1.35 18.2 T-Test(0) $15.00 Work Commute $10.00 Business-related Non-work Peak $5.00 Non-work Off-peak $0.00 Annual Household Income 15 Sample Model Sensitivities: Express Lanes Attribute Travel Time Toll Cost Express Lanes Express Lanes Express Lanes Express Lanes Regular Lanes Shift Early Shift Late HOV 35 minutes 30 minutes 30 minutes 40 minutes 50 minutes 60 minutes $0.10-$1.00/mi 50% discount 50% discount 50% discount Toll free $2.00 fare 60 minutes 60 minutes Shift Amount Occupancy +1 passenger 100% Notes Work Commute Segment Illustrative only Based on uncalibrated choice model Results presented for only 1 example trip with the characteristics outlined above Results do not include interactions with regional network model 4% 5% 5% 6% 6% 6% 6% 7% 7% 7% 90% 80% 70% Percent Share Transit 48% 52% 57% 60% 61% 65% 68% 71% Transit 74% 76% 50% 40% 30% 20% 10% 0% 78% Express Lanes HOV 10% 3% 2% 33% General Purpose Lanes 10% 3% 2% 28% Express Lanes Shift Late 10% 3% 2% 24% 9% 3% 2% 20% 9% 3% 2% 16% Express Lanes Shift Early 8% 2% 2% 7% 2% 2% 14% 11% Express Lanes 7% 2% 2% 9% 6% 2% 2% 7% 6% 2% 1% 6% $0.10 $0.20 $0.30 $0.40 $0.50 $0.60 $0.70 $0.80 $0.90 $1.00 Express Lanes Toll Rate ($/mi) 16 Sample Model Sensitivities: Area Pricing Attribute Travel Time Area Pricing Fee Current Destination Current Dest Shift Early Current Dest Shift Late 30 minutes 40 minutes 50 minutes 60 minutes $1.00-$10.00 50% discount 50% discount 50% discount Toll free $2.00 fare 60 minutes 60 minutes +1 passenger 100% Notes Work Commute Segment Illustrative only Based on uncalibrated choice model Results presented for only 1 example trip with the characteristics outlined above Results do not include interactions with regional network model 90% 80% 70% Percent Share Transit 30 minutes Occupancy Alternate Destination 35 minutes Shift Amount Current Dest HOV 5% 3% 19% 4% 3% 6% 4% 18% 4% 3% 7% 4% 18% 4% 3% 60% 9% 5% 17% 5% 3% 11% 5% 16% 5% 4% 13% 6% 16% 5% 4% 16% 7% 15% 5% 4% 50% 19% 23% 27% 7% 8% 8% 14% Transit 13% 5% 4% 12% 5% 4% 6% 4% 40% 30% 20% 67% 65% 63% 61% 59% 56% 53% 50% 46% 43% Alternate Destination Current Destination HOV Current Destination Shift Late Current Destination Shift Early Current Destination 10% 0% $1.00 $2.00 $3.00 $4.00 $5.00 $6.00 $7.00 $8.00 $9.00 $10.00 Area Pricing Fee ($) 17 Trip Suppression Model Estimation Linear regression model Dependent variable: percent of trips reduced Independent variable: difference in utility (before/after pricing) Model included trip distance and household income effects Work Commute Suppression Results Toll Difference Travel Time Difference 0 -5 -10 -15 -20 $0.00 0.0% +0.7% +1.4% +2.2% +2.9% $2.00 -1.3% -0.6% +0.2% +0.9% $4.00 -2.5% -1.8% -1.1% $6.00 -3.8% -3.1% $8.00 -5.1% $10.00 -6.4% Non-work Peak Suppression Results Toll Difference Travel Time Difference 0 -5 -10 -15 -20 $0.00 0.0% +1.2% +2.4% +3.6% +4.7% +1.6% $2.00 -3.8% -2.6% -1.5% -0.3% +0.9% -0.4% +0.3% $4.00 -7.6% -6.5% -5.3% -4.1% -2.9% -2.4% -1.7% -0.9% $6.00 -11.5% -10.3% -9.1% -7.9% -6.7% -4.4% -3.7% -2.9% -2.2% $8.00 -15.3% -14.1% -12.9% -11.7% -10.6% -5.6% -4.9% -4.2% -3.5% $10.00 -19.1% -17.9% -16.7% -15.6% -14.4% 18 Trip Suppression Results Trip Suppression by Income and Trip Distance Work Commute Segment No travel time difference $2.00 toll Distance (miles) Income 19 Conclusions Tolling can have a significant impact on travel behavior The models developed using the survey data indicate that facility pricing and regional facility pricing could substantially affect travel behavior in three ways: Time-of-day shifts Changes in mode Use of express lanes Similarly the models show that area, cordon, or VMT pricing could, in addition: Affect trip destinations Cause suppression of trips These effects can collectively become quite significant as prices increase Incorporating the survey results into the travel demand model will allow the project team to evaluate a wide range of congestion pricing strategies. 20 Chicago Contact Vermont Utah Mark Fowler Tom Adler Stacey Falzarano Resource Systems Group, Inc. mfowler@rsginc.com (802) 295-4999 Kazem Oryani Cissy Kulakowski Wilbur Smith Associates koryani@wilbursmith.com (203) 865-2191 Thanks to: Annie Nam, Guoxiong Huang, Wesley Hong, and Warren Whiteaker of the Southern California Association of Governments 21