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Planning programming and funding manual cover.

Planning, programming and funding manual

Published: 25 08 2008

The Planning, programming and funding manual sets out the NZTA's policies, procedures and guidance for the planning and management of land transport activities that can be funded from the national land transport fund.

This manual will guide the 2009/10–2011/12 regional land transport programmes (RLTPs) and the National Land Transport Programme (NLTP) – the first three-year transport programmes. It sets out policy and procedures for developing and managing the RLTPs and NLTP during those cycles.

The manual was also used to manage the 2008/09 NLTP.

The procedures described in this manual have been developed to assist approved organisations to prepare and plan projects and activities for which they seek funding from the NZTA, within the framework of the NZTA’s overall funding allocation process.

The Planning, programming and funding manual is also available in PDF, either as the whole document or in parts. The PDF version is the master document.

Note: The online version and PDF section for the Planning, programming and funding manual now incorporate the changes from Amendment 1 and is effective from 1 July 2009.

Chapter G1 Creating an assessment profile

G1.3 Assessment factors

Description of the assessment factors

The following table describes the assessment factors used in the assessment profile.

Assessment factor Focus Description Rating

Strategic fit

Focus on the problem, issue or opportunity being addressed

A strategic fit assessment considers how an identified problem, issue or opportunity aligns with the NZTA's strategic investment direction. Strategic fit ensures that the activities the NZTA approves for funding address issues that are significant from a national perspective.

High, medium or low

Effectiveness

Focus on the effectiveness of the proposed solution

The effectiveness assessment considers the contribution that the proposed solution makes to achieving the potential identified in the strategic fit assessment and to the purpose of the LTMA and the relevant NZTS objectives.

High, medium or low

Economic efficiency

Focus on the economic efficiency of the proposed solution

The economic efficiency assessment considers how well the proposed solution maximises what is produced from the resources used.

High, medium or low

Additional factors

Additional factors, not otherwise captured by the above assessment factors, must be specific to the activity or combination of activities being assessed and relevant to determining its overall priority and funding source in the programme.

Evidence will be required if additional factors are to be considered.