A managed lane facility is one that increases freeway efficiency by packaging various operational and design actions. Operating agencies may adjust lane management operations at any time to better match regional goals. However, as a new concept in operating freeways, managed lanes has a limited experience base, creating a knowledge vacuum in emerging key areas that are critical for effective implementation. The potential complexities associated with user groups and operational options will require agencies to have an appropriate number of qualified staff to ensure adequate oversight of operations and to ensure satisfactory customer service to the users. Thus, the task documented in this report identifies those staffing needs related to operational options and training that might be required to ensure those staff are fully prepared to perform their duties to the satisfaction of both the agency and the customer. Other issues addressed are the roles of job positions within the framework of managed lanes, the competencies required of those positions, and accessibility to appropriate training, education, and technical assistance to ensure these needs are met.

Texas cities are currently considering the managed lane concept for major freeway projects. As a new concept of operating freeways in a flexible and possibly dynamic manner, the managed lane concept has a limited experience base, thereby creating a knowledge vacuum in emerging key areas that are critical for effective implementation. . Complicating the effort is the rapid progress of several freeway improvement projects in Texas in which TxDOT is proposing managed lane operations. The operational experience both in Texas and nationally for managed lanes is minimal, particularly for extensive freeway reconstruction projects. The managed lane projects currently in existence involve retrofits of existing freeway sections within highly fixed access, geometric, and operational configurations, and established eligibility considerations. There are few projects in operation from which to draw experiential data on the implementation of managed lane freeway sections with complex or multiple operational strategies, including variations in eligible vehicle user groups by time of day. The objectives of this project are to investigate the complex and interrelated issues surrounding the safe and efficient operation of managed lanes using various operating strategies and to develop a managed lanes manual to help the Texas Department of Transportation (TxDOT) make informed planning, design, and operational decisions when considering these facilities for its jurisdiction. This document presents the critical research results obtained over the five years of this project.

Cover -- Half Title Page -- Title Page -- Copyright Page -- Original Title Page -- Original Copyright Page -- Dedication Page -- Contents -- Preface -- Acknowledgments -- Introduction -- Section I Instructional Systems -- Chapter 1 Technical Considerations -- Chapter 2 Management Considerations -- Section II Assessment -- Chapter 3 Needs Assessment -- Chapter 4 Analysis of Performance Problems -- Section III Design -- Chapter 5 Program Background -- Chapter 6 Target Groups -- Chapter 7 Performance Objectives -- Chapter 8 Budgets -- Chapter 9 Project Management -- Chapter 10 Miscellaneous Stipulations -- Chapter 11 Line Review -- Section IV Implementation -- Chapter 12 Task Analysis -- Chapter 13 Entry Level Skills -- Chapter 14 Instructional Objectives -- Chapter 15 Instructional Strategy -- Chapter 16 Media -- Chapter 17 Lesson Plans -- Chapter 18 In the Classroom -- Section V Follow-up -- Chapter 19 Transfer of Training -- Chapter 20 Formative Evaluation -- Chapter 21 Process Evaluation -- Chapter 22 Outcome Evaluation -- Title Index -- Author Index

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Although managed lanes will largely function under their intended standard operating procedures, certain conditions (i.e., construction, special events, incidents, or emergencies) may require unusual interim use of the facilities. Because interim managed lane use may detract from the facilities' intended performance, carefully crafted interim use policies should guide these decisions. Given the lack of formal policies or guidelines, variability in observed practices and limited understanding of potential benefits or concerns surrounding interim use of managed lanes (noted through a review of published literature and observed national practice), the objectives of this task were to: (1) discern any positive procedural trends in interim managed lane use that could be recommended for widespread implementation, (2) identify and describe potential benefits and concerns surrounding interim use of managed lanes, and (3) assimilate this information into recommended guidelines addressing all aspects of managed lane facility interim use. This information forms the basis of the recommendations contained in the Managed Lanes Manual developed for TxDOT and FHW A. Following a brief introduction, this report describes motivating conditions and strategies for interim use, general considerations for interim use (i.e., operational and safety effects, public acceptance and perceptions, etc.), and national interim use practice and experience. Based on these findings, recommendations for interim use based on the: (1) severity and nature of conditions; (2) time-of-day, anticipated duration, and traffic impacts; and (3) availability of alternative facilities or strategies are provided. Recommended planning activities and requirements for implementation are also provided.

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