1 workshop on road user charging systems beyond technology warsaw: june 12, 2007 presentation by:...
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WORKSHOP ON ROAD USER WORKSHOP ON ROAD USER CHARGING SYSTEMSCHARGING SYSTEMS
BEYOND TECHNOLOGYBEYOND TECHNOLOGY
WarsawWarsaw: : JuneJune 12,12, 2007 2007
Presentation by:Presentation by:
Zoltan Pap, Intertoll-EuropeZoltan Pap, Intertoll-Europe
12 June 2007 ROAD USER CHARGING SYSTEMS- BEYOND TECHNOLOGY
2Workshop on Road User Charging Systems, WarsawZoltan Pap
CONTENT:
Brief introduction to Intertoll
Road User Charging Systems:
Framework
Technology
Roles according to CESARE III.
ETC Models
Implementation Options
Conclusion
12 June 2007 ROAD USER CHARGING SYSTEMS- BEYOND TECHNOLOGY
3Workshop on Road User Charging Systems, WarsawZoltan Pap
INTERTOLL EUROPE IS AN INDEPENDENT TOLL AND MOTORWAY INFRASTRUCTURE DEVELOPER AND OPERATOR.
OUR MISSION IS TO:
• Successfully Develop And Manage Motorway Infrastructure
Projects;
• Pursue Road User Charging, Tolling And Allied Activities As A
Specialist Integrator And Operator;
• Effectively Manage The Diverse Activities Necessary For The
Operation And Maintenance Of Concession Motorways.
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PROJECTS (OUTSIDE EUROPE)• SOUTH-AFRICA
• Toll collection, motorway operations and maintenance
• 13 toll collection location over the country
• INDIA / Delhi – NOIDA bridge• Toll collection
• Bridge, motorway operations & maintenance
• Toll collection equipment supply
• BANGLADES / JAMUNA bridge• Toll collection
• Bridge, motorway operations & maintenance
• Toll collection equipment supply
• BRAZIL / Linha Amarela, Rio Teresopolis• Toll collection equipment supply
• Consultancy appoitments
• USA / Bob Sikes bridge• Toll collection
• Bridge, motorway operations & maintenance
• Toll collection equipment supply
• CANADA, Vancouver Gateway project• Consultancy appoitment
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INTERTOLL EUROPE
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The A1 Project in Poland
Gdansk to Torun
Links ports of Gydnia and Gdansk to Silesia Industrial Area
North South Heavy Vehicle Traffic
Closed Toll network
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A1 Contract Structure
State Treasury
Minister of Infrastructure (MoI)
GTC
Direct Agreements
EPCContractor
MESCOContractor
Intertoll
O&MContractor
Intertoll Polska
Shareholders LendersSenior Debt
Equity and Sub debt
Concession Agreement
EPC Contract
MESCO Contract
O&MContract
12 June 2007 ROAD USER CHARGING SYSTEMS- BEYOND TECHNOLOGY
8Workshop on Road User Charging Systems, WarsawZoltan Pap
CONTENT:
Brief introduction to Intertoll
Road User Charging Systems:
Framework
Technology
Roles according to CESARE III.
ETC Models
Implementation Options
Conclusion
12 June 2007 ROAD USER CHARGING SYSTEMS- BEYOND TECHNOLOGY
9Workshop on Road User Charging Systems, WarsawZoltan Pap
FRAMEWORK
• DIRECTIVE 2004/52/ECTo obtain agreement on European Electronic
Toll Service (EETS)Target is common service in EC using:-
– One OBU per User
– Single contract - i.e. one invoice?
• CESARE III – Definition of common charging and/or
payment services
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TECHNOLOGY
• 2 Basic Technologies proposed in Directive 2004/52/EC– GNSS/GPRS as a future objective for all systems
– Microwave 5.8GHz
• Other technologies that do not discriminate against non-equipped users are also provided for
• Directive prohibits specifying technologies
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ROLES - CESARE III
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TOLL LEGAL STATUS
• USAGE FEE (Austria)– Fee for a service provided i.e. right to access domain– Tolls subject to VAT
• TAX/DUTY (Germany, Switzerland)– Charged on the basis of public law and considered
revenue to the state– Toll not subject to VAT
• Usage Fee or Tax defines the business model of the EP
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ETC MODELS
• RESALE MODEL– Electronic Toll Service Provider (EP) “buys” tolls
from Toll Charger (TC) and invoices to Service User (SU )
– Not applicable where Toll is regarded as a tax
• AGENCY MODEL– Toll Charger (TC) sells Toll directly to Service User
(SU) and:• EP acts as agent to TC – issues invoices in name
of TC, or• EP acts as agent of SU – ensures payment to TC
by SU– Applies to Tolls that are both fees and taxes
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Country A Country B Country C
Toll Charger Toll Charger Toll Charger Toll Charger
EFCO B1
Road Owner A
Road Owner B
EFCO B2EFCO* A
Road Owner B1
EFCO B4 EFCO B4
EFCO B4
Concessionaire
Electronic Toll Service Provider Electronic Toll Service Provider
Electronic Toll Service Provider
Tolling Agent
Operator X
Back Office Y (BO)
Country A Country CCountry B
Country B
Country A
Country C
Country X
Operator and BO
Operator Z
BO Y C C
Operator SPV
DSRC
* Organisation that operates infrastructure and/or receives toll on behalf of Road Owner
GNSS DSRCGNSS & DSRC
BO
OBE
CS
EF
LS
COMBINATIONS
Operator SPV
CS OBE
Operator
BO
LS
Call Centre
C C
EF
12 June 2007 ROAD USER CHARGING SYSTEMS- BEYOND TECHNOLOGY
15Workshop on Road User Charging Systems, WarsawZoltan Pap
CONTENT:
Brief introduction to Intertoll
Road User Charging Systems:
Framework
Technology
Roles according to CESARE III.
ETC Models
Implementation Options
Conclusion
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IMPLEMENTATION OPTIONS:
• Public Procurement Implemented and Operated by
Private SPV Company on Service Contract
• Traditional Public Procurement for System Supply
with Operation by Public Sector
• PPP Concession Structure
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IMPLEMENTATION OPTIONS:
1. PUBLIC PROCUREMENT IMPLEMENTED AND OPERATED
BY PRIVATE SPV COMPANY ON SERVICE CONTRACT
• Private Sector tenders technology solution and price
• Private Sector paid on tendered system delivery milestones and time
based fee for operations and maintenance of system varied by
performance regime
• All tolls collected paid to Public Sector
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IMPLEMENTATION OPTIONS:
2. TRADITIONAL PUBLIC PROCUREMENT FOR SYSTEM
SUPPLY WITH OPERATION BY PUBLIC SECTOR
• Private Sector tenders technology solution and price
• Private Sector paid on tendered system deliverability milestones
• Requires Immediate Transfer of Expertise from Private Sector to
Public Sector Operator
• Public Sector operates and maintains system and collects tolls
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IMPLEMENTATION OPTIONS:
3. PPP CONCESSION STRUCTURE
• Private Sector tenders to design, implement, finance and operate the
system
• Tender adjudication on basis of retained Toll Income to repay loans and
operate and maintain system. Balance of Toll Income paid to Public
Sector
• Private Sector takes risk of system deliverability and performance
• Private Sector returns based on system performance
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IMPLEMENTATION OPTIONS: FACTORS TO CONSIDER
1. Public Sector Decides Level of Toll and Routes to be Tolled.
• Traffic & Revenue Risk should be with Public Sector
2. Private Sector has Necessary Technical Skills & Experience
• Deliverability and System Performance Risk should be with Private
Sector
3. Complex Technology & Interoperability
• Public and Private Sectors need to work together to resolve these issues
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PPP Concession Structure – Can it Work?
• Uses Private Finance to Implement System
• Places Risks with the Party Best Able to Manage Them
• Uses Proven Know How of Private Sector
• Uses Proven PPP Track Record of Better Delivery
AND:
• Reduces Public Sector Resource Requirement
12 June 2007 ROAD USER CHARGING SYSTEMS- BEYOND TECHNOLOGY
22Workshop on Road User Charging Systems, WarsawZoltan Pap
CONTENT:
Brief introduction to Intertoll
Road User Charging Systems:
Framework
Technology
Roles according to CESARE III.
ETC Models
Available Options for Financing
Conclusion
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CONCLUSIONSTO SELECT THE BUSINESS MODEL BEST SUITED FOR POLAND:
• Use the Experiences, and Future Plans, of Neighbouring Countries;
• Accommodate EU Guidelines;
• Consider the Advantages of a “Turnkey” Approach;
• Apply a Flexible System to Allow for Future Development;
• Identify the Risks and Place Them with the Party Best Able to Manage Them;
and
• Don’t Rule Out a PPP Concession Structure – It Does Have Advantages – and
Collects the Cash Sooner!
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THANK YOU FOR YOUR ATTENTION!
For further information please visit: http://www.intertoll.eu
Or contact
ZOLTÁN PAP Project Development Director Intertoll-Europe ZRt.Fehérvári út 50-52, 1117 Budapest, HungaryTel: (+36 1) 371 0762; Fax: (+36 1) 215 6165Mobile: (+36 30) 349 8963E-mail: [email protected]
TOLLS R US!