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Step 2: Goals & Objectives - Performance-Based Approach to TSP Metrics

Performance-Based Approach to TSP Metrics

Please note: Only cities and counties in metropolitan areas and Metro are required to follow this performance-based approach during the TSP process. “Metropolitan area” means the local governments that are responsible for adopting local or regional transportation system plans within a metropolitan planning organization (MPO) boundary. This includes cities, counties, and, in the Portland metropolitan area, Metro.

Recent changes to the Transportation Planning Rules (TPR) (OAR 660-012) emphasize and require a performance-based approach to TSP development in metropolitan areas. This includes:

  • Inclusion of performance measures and targets that support achievement of greenhouse gas reduction performance measures and targets established either through regional scenario planning or the process outlined in OAR 660-012-0905, if available. Otherwise, supporting the performance measures in rule 0905 and identifying targets. Cities and counties in metropolitan areas, and Metro, must report progress towards achieving the performance targets per rules 0900, 0905 and 0910. Within Metro, Metro is responsible for completing the annual reporting for all local jurisdictions; cities and counties within Metro shall coordinate with Metro on the reporting.
  • Identifying and applying local performance measures and/or evaluation criteria based on the jurisdiction's goals and objectives to identify needs, evaluate alternatives, and develop TSP modal plans. These will support the selection of performance standards for rule 0215.
  • Adopting at least two local performance standards per rule 0215 to apply to subsequent comprehensive plan amendments (including TSP updates) and land use decisions (measures applied for site development may be different). These must be supportive of achieving the performance targets from either an approved regional greenhouse gas reduction scenario plan, if existing, or those adopted consistent with rule 0905. There may be overlap in the rule 0215 performance standards and the rule 0905 reporting performance measures.
  • Prioritizing facilities and projects using a framework that incorporates prioritization factors established in the TPR and considers local evaluation criteria per rules 0155, 0520, 0620, 0720, and 0820.

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Definitions

Although these terms may be used differently in other contexts, the following table provides their definitions and uses for implementing the TPR in metropolitan area TSPs.

Term
DefinitionConsiderations for Local Agencies
Performance Measures
(rule 0905)
Indicators used to assess the performance of the transportation system and demonstrate progress towards meeting OAR 660-044 greenhouse gas reduction performance targets. Jurisdictions in a metropolitan area are required to report progress on performance measures from an approved regional scenario plan or from the list outlined in OAR 660-012-0905[1]. The required performance measures can be supplemented with local evaluation criteria and local performance measures based on TSP goals and objectives to inform development of the TSP.
Performance Targets
(rule 0910)
Future year targets set for performance measures to be used in major reports to demonstrate progress towards meeting the region's greenhouse gas reduction target. They include an established baseline and benchmarks for performance of the planned system to track progress over time.If not using performance measures and targets included in an approved regional scenario plan, performance targets must be set by local agencies for the required rule 0905(2) performance measures at levels that are reasonably likely to achieve the regional greenhouse gas reduction target.
Performance Standards
(rule 0215)
Performance standards are adopted by a city or county during development of a TSP and include a threshold to determine whether the measured, estimated, or projected transportation facility performance meets the performance standard.  Performance standards may vary by facility and are used by cities and counties to review comprehensive plan and land use regulation amendments consistent with rule 0060. The same standards are typically used to review land development applications consistent with the local development code but are not required to be the same.Cities and counties within metropolitan areas must adopt at least two performance standards per rule 0215. At least one must support increasing transportation options and avoiding principal reliance on the automobile. Performance standards are selected by the local government but must be supportive of achieving the performance targets required by rule 0910.
ThresholdsNumerical value set for each performance standard to determine if the performance standard is met.Thresholds can be set for different facility types, locations, or other factors. Thresholds shall be set at the end of the planning period, time of development, or another time.
Evaluation CriteriaUsed to compare and select alternatives.Selected by local agencies based on TSP goals and objectives.
Prioritization FactorsCriteria specified in the TPR used for prioritizing facilities and services by mode, in specific areas, and systemwide (rules 0155, 0520, 0620, 0720, and 0820)    Within metropolitan areas, cities and counties must prioritize specific types of facilities to improve access, equity, and safety, among other factors. These can be supplemented with local prioritization factors.



[1] Within Metro, Metro is responsible for completing the annual reporting, the cities and counties within Metro shall coordinate with Metro on the reporting.


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When are the different tools or strategies used during the TSP development?

The tools described above are used in different ways throughout the TSP update process. The table below summarizes when each is used throughout the TSP development steps described in the TSP Guidelines. See the TSP Guidelines for more details.

TSP Guideline StepHow the Tools are Used
Scope PhasePlan to integrate the performance measures and targets required by rule 0905 throughout the TSP update process (see rule 0905 Performance Measures relevant to the TSP). 
Step 2: Goals, Objectives, and Performance TrackingConsider how the performance measures and targets (-0905), performance standards (-0215) and project prioritization factors (-0155) can work together to support the community's vision and strengthen TSP outcomes. While a direct connection is not required, the performance standards must generally support the performance targets required by rule 0905. Consider the options included in ODOT's Analysis Procedures Manual (see Selecting Performance Standards).

Step 3: Existing Conditions

 

Step 4: Future Conditions

Assess performance and progress towards rule 0905 performance targets and TSP goals. Identify potential thresholds to for rule 0215 performance standards. Use the rule 905 performance targets and potential rule 0215 performance standards to identify system needs.

Step 5: Solution Development & Evaluation

 

Step 6: Funding Program

Consider the potential rule 0215 performance standards that will be adopted with the TSP and rule 0155 prioritization factors to identify solutions, develop modal plans, and evaluate performance of the planned system.  Complete these steps incorporating local values per rule 0120.

Prioritize projects by mode consistent with rules 0520, 0620, 0720, and 0820 and engaging underserved populations per rule 0130. Develop a combined prioritized project list per rule 0170 that emphasizes reducing VMT, reducing burdens on underserved populations, and that that helps achieve the rule 0910 targets.

Step 7: TSP Documentation &

 

Adopt Phase

Document and adopt (via the TSP and implementing ordinances) the two or more rule 0215 performance standards that will be applied when reviewing comprehensive plan and land use regulation amendments and may be applied (the same measures or related measures) when reviewing site development applications.

Document and adopt the local government baseline and future reporting year targets for the rule 0905 performance measures into the TSP. Initial targets will be established outside of the TSP and through a separate regional process.

Implement Phase (Monitoring)Report on progress toward achieving the rule 0905(2) performance targets. While reporting does not need to occur with a TSP update, data and analysis produced during the TSP process may support reporting. The performance measures and targets must be adopted in the TSP.



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