We are in the process of updating the Planning and Investment Knowledge Base to reflect the new draft Investment Assessment Framework (IAF) that has been developed to help give effect to the draft Government Policy Statement on land transport (GPS) during the 2018–21 National Land Transport Programme (NLTP).
The following Activity Class and Assessment pages have been updated, although changes may still be made to take into account any further changes that may be made to the draft GPS, and feedback from our investment partners that we have received on the draft IAF.
This section provides guidance for assessing walking and cycling improvement activities that target a specific increase in levels of service in part of a walking and/or cycling network.
The assessment under the Investment Assessment Framework considers business cases developed using Business Case Approach principles.
Prior to any assessment using the Investment Assessment Framework, the business case must first be assessed by the Transport Agency to provide assurance that a robust case has been developed under Business Case Approach principles.
The walking and cycling activity class includes the following work categories:
Where applicable, walking and cycling activities are expected to be delivered together in a cohesive programme of works, delivering complete end to end journeys by foot and/or cycle.
A programme can include a component of education, promotion and/or advertising activities and emerging services like Bikeshare schemes to attract users to the cycling network.
For activities to be accepted as a single programme/package (with a single assessment profile), the Transport Agency requires evidence that the activities in the programme/package are interdependent and that the programme/package is able to be delivered within a reasonable timeframe.
A programme/package is assessed based on its primary corridor and the single assessment profile may result in the smaller collector routes, in the programme/package, gaining a higher profile than if they were assessed on a standalone basis.
Delivering activities as a programme/package of works should be a more effective and cost efficient way to deliver them and this should be reflected in the ratings for the Results Alignment and Cost-benefit Appraisal factors in the assessment.
Requirements for Low rating
A walking and cycling activity may be given a Low Results Alignment rating if the problem, issue or opportunity is:
Requirements for Medium rating
A walking and cycling activity may be given a Medium Results Alignment rating if the problem, issue or opportunity is:
Requirements for High rating
A walking and cycling activity must only be given a High Results Alignment rating if the problem, issue or opportunity is:
Further information on Strategic Fit assessment is provided in the guidance on Developing an Assessment Profile.
The Government Policy Statement on Land Transport 2018 (GPS) includes the outcome of improving linkages to the NZ Cycle Trails. Activities that achieve this outcome have a High Results Alignment rating.
Defining the criteria
The addition to the criteria prioritises funding to projects that provide a link to complete connections to the NZ cycle trails.
A link may include work required to:
All links should be on routes identified by the Transport Agency and shown on the New Zealand Cycling Network map. The New Zealand Cycling Network map can be provided upon request.
Funding for developing and extending existing Great Rides and for maintaining the quality of existing Great Rides (external link) can be sought via the Ministry of Business, Innovation and Employment (MBIE). Further information can be found on the MBIE website (external link) .
The Transport Agency requires that Approved Organisations and the Transport Agency (state highways) use the Transport Agency Economic Evaluation Manual (external link) procedures and templates to determine the BCR for public transport improvement activities.
Where activities are being delivered as a programme/package, the BCR should include the costs and benefits of educational, promotion and/or advertising activity to attract users to the cycling network, and education and/or advertising to encourage the sharing of roads and pathways and safe use.
Refer to the NLTP Assessment Framework page for information on calculating the BCR and on the resulting rating.
Use of generic or default BCR
No placeholder, generic or default BCRs are to be used.
The Transport Agency reserves the right to require a peer review of benefit and cost appraisal determinations and measures, including any non-monetised/additional benefits and adverse impacts, regardless of the scope, prior to an investment decision.
Insufficient information (1*)
An activity can be included in the National Land Transport Programme (NLTP) when no benefit and cost appraisal has been made or when no robust evidence is lacking to support the assessment. In such cases the rating for benefit and cost appraisal will default to 1 for improvement activities. The Transport Agency represents these activities as 1* to indicate that more information is required to achieve a robust assessment profile.
An activity will not be considered for funding approval with a 1* status.
Further information on Benefit and Cost Appraisal is provided in the section on Developing an Assessment Profile.
Advertising guidelines: All advertising activities must comply with the NZTA advertising guidelines. All advertising activities with a cost of over $300k per annum must be submitted to the NZTA Education and Advertising team (firstname.lastname@example.org)for comment regarding adherence to the guidelines prior to release.
Education and promotion activities to encourage new users to cycling network: In order to help deliver the outcomes and benefits identified in planning the cycling network, any advertising and promotional activities must be targeted at the users that the cycle network is designed to attract. A business case or other strategic document should capture how the promotional, and safety activities complement the cycling network.
These activities can be targeted to encouraging use of the existing network, launching and promoting new infrastructure/routes, and activities to raise the profile of cycling in communities in advance of engagement, design and consultation process for planned routes.
Supporting (or behaviour change) activities to maximise investment in the cycling network can be funded through the following work categories, along with the situations when the different categories may apply: