AHEAD OF THE CURVE ENHANCEMENTS TO ONTARIO'S AUTOMATED VEHICLE PILOT PROGRAM - MINISTRY OF TRANSPORTATION ONTARIO - OGRA Conference

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AHEAD OF THE CURVE ENHANCEMENTS TO ONTARIO'S AUTOMATED VEHICLE PILOT PROGRAM - MINISTRY OF TRANSPORTATION ONTARIO - OGRA Conference
AHEAD OF THE CURVE
ENHANCEMENTS TO ONTARIO’S AUTOMATED
VEHICLE PILOT PROGRAM
MINISTRY OF TRANSPORTATION ONTARIO
PRESENTATION TO THE ONTARIO GOOD ROADS ASSOCIATION

                                                     February 23rd, 2019
AHEAD OF THE CURVE ENHANCEMENTS TO ONTARIO'S AUTOMATED VEHICLE PILOT PROGRAM - MINISTRY OF TRANSPORTATION ONTARIO - OGRA Conference
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Context
• January 1, 2016: Ontario became the first Canadian
  jurisdiction to regulate the testing of connected and
  automated vehicles (CAVs) on public roads.

• Ministry of Transportation continues to:
  ▫ consider how CAVs can help us meet our broader
    transportation goals;
  ▫ consider impacts of CAVs to our existing legislation,
    regulations, and policies;
  ▫ assess data and information from on-road testing and
    engage stakeholders to ensure that our testing pilot is
    flexible and responsive.
AHEAD OF THE CURVE ENHANCEMENTS TO ONTARIO'S AUTOMATED VEHICLE PILOT PROGRAM - MINISTRY OF TRANSPORTATION ONTARIO - OGRA Conference
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AV Pilot Status
• Currently, nine participants testing 10 vehicles in Ontario:
  ▫ The University of Waterloo, The Erwin Hymer Group,
    QNX, Continental, X-Matik Inc., Magna, Uber, Aptiv,
    and Logics Academy.

• July 31, 2017: Magna and Continental completed North
  America’s first publicized national, cross-border
  automated vehicle drive through Southern Ontario and
  Michigan.

• October 12, 2017: QNX completed the first automated
  vehicle drive that connected with live city infrastructure.
AHEAD OF THE CURVE ENHANCEMENTS TO ONTARIO'S AUTOMATED VEHICLE PILOT PROGRAM - MINISTRY OF TRANSPORTATION ONTARIO - OGRA Conference
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Jurisdictional Overview: Canada
Testing Programs
• January 2018: Manitoba announced plans to introduce an AV pilot
  regime.

• August 2018: Quebec became the second Canadian jurisdiction to allow
  AV testing – and first to permit the testing of driverless shuttles on public
  roads.

• Other provinces have pilot projects for CV/AVs that are not operating on
  public roads (BC, Alberta, Manitoba and Saskatchewan).

Other Activities
• May 2018: Transport Canada – Guidelines for Trial Organizations
• June 2018: CCMTA – Jurisdictional Guidelines – Testing and Deployment
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Jurisdictional Overview: United States

                      Source: U.S. National Conference of State Legislatures (NCSL)
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Government Responsibility
             Federal                         Provincial/                        Municipal
                                             Territorial

•   Setting and enforcing            •   Testing/licensing human      •   Enacting and enforcing
    compliance with Motor Vehicle        drivers and registering          bylaws.
    Safety Standards for new motor       motor vehicles.
    vehicles.
                                     •   Enacting and enforcing       •   Managing public
•   Investigating and managing the       traffic laws and                 transportation.
    recall and remedy of non-            regulations (including
    compliances and safety-related       trials).                     •   Advocating for and
    motor vehicle defects                                                 accommodating testing.
    nationwide.                      •   Conducting safety
                                         inspections.
                                                                      •   Enforcing traffic laws and
•   Public education on motor
    vehicle safety issues.           •   Regulating motor vehicle         regulations.
                                         insurance and liability.
•   Setting and enforcing                                             •   Adapting infrastructure to
    compliance with technical        •   Public education on motor        support AV deployment.
    standards related to wireless        vehicle safety issues.
    technologies integrated in
                                                                      •   Public education on motor
    vehicles and roadside            •   Adapting infrastructure to
    infrastructure                       support AV deployment.           vehicle safety issues.
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Changing Landscape
• Vehicles with SAE level 3 technology
  (conditional automation) will be
  commercially available in the near
  future – likely by 2020.

• Driverless shuttles are being tested in
  other jurisdictions. These vehicles
  provide a potential first-mile last-mile
  transit solution.

• Cooperative truck platooning is being
  tested in other jurisdictions. Research
  suggests it lowers fuel consumption and
  may help to improve road safety and
  efficiency.
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Enhancements to the AV Pilot
• January 1, 2019: Ontario introduced three enhancements to the AV
  pilot regulation, in order to keep pace with technological
  advancements.

• These enhancements include:

  1.   Allow the testing of driverless AVs as part of the pilot, under
       specific conditions to ensure safety;

  2.   Allow the testing of cooperative truck platoons as part of the
       pilot, under specific conditions to ensure safety; and

  3.   Exclude from the pilot conditionally automated vehicles
       (Society of Automotive Engineers (SAE) Level 3), if they are
       originally manufactured with a driving automation system, and
       eligible for sale in Canada.
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AV Pilot Program Overview: Conditions
                                    ❑   Effective Jan. 1, 2016; amended Jan. 1, 2019
                                                                                                ❑       Driver must remain seated in the driver’s
                                                                                                        seat at all times monitoring the safe
                                    ❑   10-year pilot program
                                                                                                        operation of the AV and be capable of
Level 0 – no                                                                                            taking over immediate manual control –
                                    ❑   Restricted to testing purposes only
automation                                                                                              unless approved for driverless testing
                      GENERAL
                                    ❑   Applicants must complete & submit AV
                    REQUIREMENTS                                                                ❑       Current Highway Traffic Act (HTA) rules of
                                        application to MTO and keep an approved copy
                                                                                                        the road and penalties apply
                                        in the vehicle as this constitutes acceptance
                                        into the pilot program
Level 1 – driver                                                                                ❑       Penalties in HTA s. 228(8) also apply to
assistance                          ❑   Vehicles with SAE level 3 technology included if
                                                                                                        violations of the pilot regulation (fine of
                                                                                                        $250 – $2,500)
                                        retrofitted with an automated driving system

                                    ❑   Only vehicles manufactured and equipped by recognized parties permitted:
                                               ✓      Original Equipment Manufacturers
Level 2 – partial                              ✓      Technology Companies
automation                                     ✓      Academic/Research Institutions
                     ELIGIBILITY/              ✓      Component and Systems Manufacturers
                       DRIVER
                    QUALIFICATION   ❑   Driver must hold a valid licence for the class of vehicle (A, B, C, D, E, F or G), a valid licence from
Level 3 –                               another jurisdiction, or a valid international driver’s permit
conditional                         ❑   Participant must have liability insurance of at least $5 million, or if the vehicle has a seating capacity
automation                              of 8 or more passengers, $8 million
                                    ❑   Permitted: passenger, street cars and commercial vehicles | Not Permitted: motorcycles, motorized
                                        bicycles and farm vehicles
Level 4 – high                      ❑   Must be in good working order | registered and plated | equipped with an alert to notify the driver
automation             VEHICLE          when AV system disengages
                    TECHNOLOGY/
                      EQUIPMENT     ❑   Must specify the actions, design choices and measures they have taken to ensure the vehicles they
                                        plan to test have accounted for cybersecurity risks, as they might impact road safety.

Level 5 – full                      ❑   Vehicles must comply with any requirements of the Canadian Motor Vehicle Safety Act that apply
automation                              to AV driving systems for the vehicle’s year of manufacture
                                    ❑   Must report collision involving an AV no later than 10 days afterward to the Registrar
                       DATA         ❑   Must provide the Ministry will an up to date list of vehicles participating in the pilot at all times
                    REQUIREMENTS    ❑   Must provide the Ministry with an annual report using template provided
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AV Pilot Program Overview: Driverless Testing
(Additional Conditions)
GENERAL          ❑   Effective January 1, 2019
REQUIREMENTS
                 ❑   Applicants (including existing pilot participants) must complete & submit AV application to MTO and
                     keep an approved copy in the vehicle in a visible location as well as by the remote operator

DECLARATIONS     ❑ Applicant must declare that the technology is safe and effective based on satisfactory results from
                   prior testing (e.g., closed course)

                 ❑ Applicant must declare the operational design parameters of the vehicle (e.g. maximum speed,
                   weather conditions)

                 ❑ Upon request from MTO, applicant must provide tangible evidence of the vehicle’s ability to
                   effectively and lawfully interact with traffic

                 ❑ Applicant must accept full liability

VEHICLE          ❑ Vehicle must have a direct oversight function capable of bringing the vehicle to a safe stop (e.g., a
TECHNOLOGY/        trained passenger with access to a switch that stops the vehicle or a remote operator)
EQUIPMENT
                 ❑ Must have vehicle signage indicating that the vehicle is self-driving

ALERT RELEVANT   ❑ Applicant must provide to MTO, municipalities and relevant authorities a law enforcement and work
AUTHORITIES        zone interaction plan prior to testing

                 ❑ Participant must alert the impacted municipality and/or regional municipality prior to testing

                 ❑ If testing on a provincial highway, prior approval from MTO is required
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AV Pilot Program: Application & Registration Process
                                                                        Pilot Participation – Approval Process
Overview
❑   Auto manufacturers, software companies,
    academic and research institutions are
    eligible for participation

❑   The pilot is designed to allow vehicles
    manufactured with automated technology
    and retrofitted vehicles (e.g. adding
    operating systems) to be tested on
    Ontario’s roads

❑   To participate, an application form must be
    received and approved by MTO
❑   The application form is available through
    MTO’s website
❑   Participants will be able to add or remove
    vehicles in the pilot

❑   A copy of the approved application must
    be kept in the vehicle(s) being tested at all   MTO Webpage: http://www.mto.gov.on.ca/english/vehicles/automated-vehicles.shtml
    times                                           Ontario Regulation 306/15: http://www.ontario.ca/laws/regulation/r15306

❑   Vehicles will either be eligible for a          QUESTIONS:
    manufacturer plate or regular series plate      Application/Registration Process – Vehicle Programs Office (416) 235-3600 or
                                                    VPO@ontario.ca
                                                    AV Pilot General – Safety Policy & Education Branch (416) 235-3585 or SPEB@ontario.ca
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Manufacturer Plate (M-Plate) Program
• Applies to driverless vehicles that do not meet a federal vehicle classification (i.e.
  most driverless shuttles).

• M-plates allow motor vehicle and component manufacturers to operate vehicles
  on Ontario roads for the purposes of testing, demonstration, evaluation and
  exhibition.
   ▫ To be authorized to purchase manufacturer licence plates, eligible manufacturers are
     required to complete and submit an application to MTO.
   ▫ Licence plates are registered to motor vehicle and component manufacturers and are not
     vehicle specific (can be moved from one vehicle to another).

• Third party entities that are interested in testing a non-compliant driverless
  vehicle will need to work directly with the vehicle’s manufacturer to meet the
  requirements of the M-Plate Program, prior to acceptance into the AV pilot.
   ▫ A manufacturer number plate shall not be used on a motor vehicle that is used for hire, a
     commercial vehicle that is loaded with/transporting goods.
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Autonomous Vehicle Innovation
Network (AVIN)
• The Province is investing $80 million over five years to create
  the Autonomous Vehicle Innovation Network, in partnership
  with Ontario Centres of Excellence.

• The network will capitalize on the economic potential of
  CV/AVs and help the province’s transportation systems and
  infrastructure adapt to CV/AV technology.

• Ontario’s investment will support industry-led CV/AV R&D
  projects; create sites across the province to develop, test and
  validate new technology, including a Demonstration Zone in
  Stratford; and attract and grow talent in the CV/AV sector.
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Resources
Pilot Regulation:
Ontario Regulation 306/15

MTO Website – AV Pilot:
http://www.mto.gov.on.ca/english/vehicles/automat
ed-vehicles.shtml

MTO Website – Platooning Pilot:
http://www.mto.gov.on.ca/english/trucks/cooperativ
e-truck-platooning.shtml

AVIN:
https://www.avinhub.ca/
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Erik Thomsen
Team Leader, Road Safety Policy Office
Ministry of Transportation Ontario
T: 416-235-3902
E: Erik.Thomsen@Ontario.ca
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Appendix A: Cooperative Truck Platoon
Testing
• Ontario has created a new pilot (under the existing AV pilot
  regulation) that allows testing of cooperative truck platooning, with
  a driver present in each vehicle, under strict conditions and along
  specified routes.

• Cooperative Truck Platoons utilize a form of adaptive cruise control.
  What makes them 'cooperative' is the V2V communication, which
  could allow closer following distances and improved efficiencies.

• MTO has allowed a limited ‘pilot’ operation of cooperative truck
  platoons to evaluate their potential, compatibility with existing
  road users and infrastructure, and to confirm their overall safety,
  while operating on Ontario’s roadways.
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Appendix B: Platooning Program Elements
Driver Qualifications Driver in each vehicle; valid Class A, C or D driver's licence (with Z (air brake) endorsement
                      as applicable); 5 years truck driving experience; trained by technology provider
Carrier                   Carriers with 'Conditional' or 'Unsatisfactory' Carrier Safety Ratings may not qualify;
Qualifications            minimum $5M liability insurance coverage; 5 years trucking experience
Vehicle                   Certain vehicle configuration types not permitted; vehicle weights and dimensions as set-out
Configuration Types       in O.Reg 413/05 [Schedule 1 &19-25]; lead vehicle must be the heaviest
Cooperative Truck         Maximum of 3 vehicles permitted within the platoon; following distance between platooning
Platoon Restrictions      vehicles must be at a minimum of 20 metres (65.6 feet), or a minimum of 1.7 seconds
                          following distance, whichever the greater; requirement to disengage platooning technology in
                          certain situations (e.g. allow vehicles to merge)
Safe Operation &          Where practical, travel in the right-most lane; report to any Truck Inspection Station as
Inclement Weather         required; accompaniment by well-signed pilot/escort vehicles; must not operate in Winter
                          Road Conditions
Areas of Operation        Carriers must receive approval from MTO in advance of their intended testing and provide
                          details; the Cooperative Truck Platooning Network generally consists of controlled access,
                          multi-lane, divided highways including connecting ramps
Cargo Restrictions &      Must not carry placarded dangerous goods, livestock or special provision loads; functioning
Special Equipment         ADAS and V2V systems and air brakes; audible and visual alert for disengagement or other
Requirements              issue; braking systems must be fully inspected
Rear Signage              Sign must be displayed on the rear of all platooning vehicles
Data Collection           Record of each trip including location/date/time/distance etc; report collision within 10
Requirements              days; annual reports; 6 month touchpoint conversations with MTO
HTA Exemptions            Display screens, handheld wireless communication device; following too closely, careless
                          driving – only when platooning technology engaged, to facilitate the close proximity of the
                          vehicles
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