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Introduction

This section provides guidance for assessing walking and cycling improvement activities over $1,000,000 that target a specific increase in levels of service as part of a walking and/or cycling network. For activities under $1,000,000 refer to guidance for the assessment of Low cost, low risk improvements.

For general information about developing an assessment profile including relevant reference frameworks, see Developing an assessment profile.

Prior requirements for assessment 

Before assessing a proposal against the Investment Assessment Framework (IAF) a business case must be developed, which the Transport Agency will assess to ensure it:

  • is robust and has been developed using Business Case Approach principles
  • meets the requirements for being included in the National Land Transport Programme (NLTP) and is eligible for NLTP funding.

The proposal must also be included in a regional land transport plan. 

For further information about prior requirements see Developing an assessment profile.

Work categories

 

Results alignment

For walking and cycling improvement activities, the rating can be low, medium, high or very high (see below).

For further information on results alignment see Developing an assessment profile

 

  • Requirements for a low rating

     A walking and cycling improvement activity may be given a low results alignment rating if the activity addresses one or more of the following criteria:

    Strategic priority Criteria for a low rating
    Safety
    • Addresses identified safety issues
    Access – thriving regions; liveable cities
    • Addresses a gap in access to social and economic opportunities

     

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  • Requirements for a medium rating

     A walking and cycling improvement activity may be given a medium results alignment rating if the activity addresses one or more of the following criteria:

    Strategic priority Criteria for a medium rating
    Safety
    • Addresses a predicted medium walking or cycling safety risk
    • Addresses a perceived safety risk to use of the mode
    Access – thriving regions
    • Address an identified gap in an approved regional economic development (RED) programme
    • Targets the completion and promotion of strategic networks to enable access to social and economic opportunities
    • Addresses an identified problem with the ability to use existing facilities including use by people who identify as disabled and young people
    • Addresses a high resilience risk in a  corridor
    Access – liveable cities
    • Targets the completion and promotion of networks in urban areas to enable access to social and economic opportunities
    • Addresses a high resilience risk in a corridor in an urban area
    • Supports agreed integrated land use and multi-modal plans in urban areas
    • Addresses an identified problem with the ability to use existing facilities, including use by people who identify as disabled and young people
    • Addresses an identified gap in access to new housing in medium growth urban areas
    Environment
    • Enables a modal shift from private motor vehicles to active modes

     

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  • Requirements for a high rating

     A walking and cycling improvement activity may be given a high results alignment rating if the activity addresses one or more of the following criteria:

    Strategic priority Criteria for a high rating
    Safety
    • Addresses a high predicted walking or cycling safety risk
    • Addresses a high perceived safety risk to use of the mode
    Access – thriving regions
    • Address a significant gap in an approved RED programme
    • Supports development of the connections to the NZ Cycle Network and Te Araroa Trail, including the premium tourism trails
    • Addresses a significant problem with the ability to use existing facilities including promotion, and use by people who identify as disabled and young people
    • Supports increasing the uptake of children using walking and cycling especially to and from school
    • Addresses a very high resilience risk in a  corridor
    Access – liveable cities
    • Targets the completion and promotion of networks in major metros to enable access to social and economic opportunities
    • Addresses a significant problem with the ability to use existing facilities including use by people who identify as disabled
    • Supports increasing the uptake of children using walking and cycling especially to and from school
    • Addresses a high or very high resilience risk in a corridor in a major or large urban area
    • Supports agreed integrated land use and multi-modal plans in major metros
    • Addresses a  significant gap in access to new housing in high growth urban areas
    Environment
    • Enables a significant modal shift from private motor vehicles to active modes

     

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  • Requirements for a very high rating

    A walking and cycling improvement activity may be given a very high results alignment rating if the activity addresses one or more of the following criteria:

    Strategic priority Criteria for a very high rating
    Safety
    • Addresses a very high predicted walking or cycling safety risk
    Access – thriving regions
    • Addresses a critical missing link in a strategic network connection
    Access – liveable cities
    • Addresses a critical missing link in a strategic network or multi-modal interchange in major metros.

     

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Cost–benefit appraisal

The Transport Agency requires approved organisations and the Transport Agency (state highways) to use the Economic Evaluation Manual(external link) procedures and templates to determine the benefit–cost ratio (BCR) for walking and cycling improvement activities.

For further information on cost–benefit appraisal see the relevant section in Developing an assessment profile.

 

  • Further considerations and requirements

    Programmes/packages of activities

    Where activities are being delivered as a programme/package, the BCR should include the costs and benefits of educational, promotional and/or advertising activity to attract users to the walking and cycling network, and education and/or advertising to encourage the sharing of roads and pathways and safe use.

    Use of generic or default BCR

    No placeholder, generic or default BCRs are to be used.

    Ranking

    Refer to  Prioritisation of activities for information on calculating the BCR and on the resulting ranking.

     Peer review

    The Transport Agency reserves the right to require a peer review of cost–benefit appraisal determinations and measures, including any non-monetised/additional benefits and adverse impacts, regardless of the scope, prior to an investment decision.

    Insufficient information (L*)

    An activity can be included in the NLTP when no cost–benefit appraisal has been made or when no robust evidence is lacking to support the assessment. In such cases the rating for cost–benefit appraisal will default to 1 for improvement activities. The Transport Agency represents these activities as L* to indicate that more information is required to achieve a robust assessment profile.

    An activity will not be considered for funding approval with an L* status.

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Programmes of walking and cycling activities

In order to deliver complete end-to-end journeys, walking and cycling activities should be delivered together in a cohesive programme of works, where applicable.

 

  • Programme components

     A programme can include a component of:

    • an educational activity
    • promotion and/or advertising activities
    • 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
    • the programme/package can be delivered within a reasonable timeframe.
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  • Programme assessment

    The Transport Agency assesses a programme/package is assessed based on its primary road corridor. This single assessment profile may result in the smaller collector routes 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 than delivering them individually. The ratings for the results alignment and cost–benefit appraisal will reflect this in the assessment.

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Levels of service and other definitions

Walking and cycling network guidance in this section helps determine what is fit for purpose regarding levels of service (see below). 

 

  • Cycling network guidance

    The Transport Agency continues to recommend use of the Cycle Network Guidance – Planning and Design(external link) (CNG) to guide appropriate LoS to determine what is fit for purpose when considering new cycling facilities. A NZ LoS tool for cycling is under development.  In the interim the CNG recommends Austroads LoS tool.

    The CNG aims to promote a consistent, best-practice approach to cycling network and route planning throughout New Zealand. It sets out a principles-based process for deciding what cycling provision is desirable, and provides best-practice guidance for the design of cycleways.

    Regional transport committees and approved organisations need to have a clear understanding of who the cycling programme is targeting, what LoS is required in delivering the activity or activities, and how different activities might complement each other to maximise the benefits of investment.

    The main factors influencing LoS relate to safety, comfort, and delays, which have the highest impact on network characteristics such as; traffic volumes and speed, degree of separation from motor traffic, facility width and delays.

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Nga Haerenga NZ Cycle Trail and Te Araroa trail

One of the outcomes in the Government Policy Statement on Land Transport 2018 (GPS) is to improve NZ Cycle Trail and Te Araroa trail links.  

A link might include work required to:

  • put the full end-to-end potential ‘Heartland Ride’, previously called ‘cycle touring routes’, and the Te Araroa trail into service
  • complete end-to-end links between current cycle trails or Te Araroa trail sections and the nearby accommodation hub and/or the transport hub for the region.

 

Supporting activities (engagement, promotion, and education)

Supporting (or behaviour change) activities to maximise investment in the walking and cycling network can be funded through a number of work categories, along with situations when more than one work category may apply.

Specific requirements for education, promotion and/or advertising activities apply.

 

  • Work categories for funding supporting activities

    The Transport Agency assesses and funds supporting engagement, promotion and education activities for walking and cycling improvement activities under the following work categories: 

    • Work category 451: Walking facilities:
      To be funded under this work category, the activities must relate to and support uptake on planned pedestrian infrastructure improvements (whether as part of the low cost, low risk programme of larger standalone improvement activities). Community engagement activities for an infrastructure project are funded from this work category, as part of the overall cost.

    • Work category 452: Cycling facilities:
      To be funded under this work category, the activities must relate to and support uptake on planned cycling infrastructure improvements (whether as part of the low cost, low risk programme or larger standalone improvement activities). Community engagement activities for an infrastructure project are funded from this work category, as part of the overall project cost.
    • Work category 341: Low cost, low risk roading improvements:
      To be funded under this work category the activities must relate to and support uptake on planned walking and cycling infrastructure improvements (whether as part of the low cost, low risk programme or larger standalone improvement activities) and comply with the definition for the work categories 451 and 452. Community engagement activities for an infrastructure project are funded under this work category, as part of the overall project cost.
    • Work category 421: Travel demand management:
      This category includes all promotional activities that focus on improving the performance of the land transport system by changing transport demand and travel behaviour.
    • Work category 432: Safety promotion, education and advertising:
      All promotional activities with a road safety focus, including walking and cycling education programmes should be part of a road safety promotion programme and  funded through this activity class.
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  • Requirements for supporting activities

    The following requirements apply regarding education, promotion and/or advertising activities:

    • Advertising guidelines
      All advertising activities must comply with the Transport Agency advertising guidelines.  All advertising activities with an overall cost of delivery over $250,000 must be submitted to the Transport Agency Education and Advertising team (advertising@nzta.govt.nz) for comment regarding adherence to the guidelines prior to release.
    • Education and promotion activities to encourage new users to cycling network
      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.
    • Targeting of activities:
      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.
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