This section provides information, processes and procedures to assist Approved Organisations and the Transport Agency (state highways) in developing walking and cycling activities.
The government has set out its expectations of the land transport system in the 2015 Government Policy Statement on Land Transport (external link) (GPS).
The government expects these short to medium term results from National Land Transport Fund investment in Walking and cycling:
And expects these longer term results:
To be considered for funding, Approved Organisations and the Transport Agency (state highways ) must develop activities for inclusion and prioritisation within a Regional Land Transport Plan. The programmes must take into account regional priorities and the strategic environment.
Note that Walking & Cycling activities should consider the need for a Road Safety Audit.
To qualify, the facilities must:
The Transport Agency would expect that, where it makes sense to do so, projects will be packaged together in a programme to deliver a complete end to end journey of footpaths, cycle lanes and or cycle paths.
For projects to be accepted as a single programme, the Transport Agency (planning & investment) must be confident that Approved Organisations and the Transport Agency (state highways) are ready and able to deliver the entire programme within a reasonable timeframe.
By delivering projects as part of a programme, the entire programme is assessed based on the primary corridor within that programme. The collective value of the programme is likely to be reflected in the assessment profile. Whereas, if components were brought forward for funding separately, they would be assessed individually.
Delivering projects as part of a programme is effective and cost efficient and this is likely to be reflected in the effectiveness and benefit and cost appraisal portions of the investment assessment.
See general guidance on the Business Case Approach.
Walking and cycling activities are developed using the 'Improvement activity' module in Transport Investment Online.
General requirements for development of Walking and cycling activities are set out in the table below.
|Sources of funding|
Approved Organisations, the Transport Agency(state highways) and Regional Transport Committees may propose the sources of funding (external link) for activities they include in their transport programmes and RLTPs, based on the criteria that apply to the sources.
The Transport Agency will make the final decision as to which source of funding will be applied to assist the activity when it comes forward for funding approval. In some cases the decision may be applied retrospectively to ensure compliance with Transport Agency policy, e.g. R funds policy
The Transport Agency requires that a safety audit procedure must be applied to the development of any improvement or renewal activity that involves vehicular traffic, and/or walking and/or cycling, proposed for funding assistance from the National Land Transport Fund. It does not apply to auditing of the existing network or specialist applications, such as traffic control at roadwork sites.
Safety audits must be undertaken at key stages of a project’s development (see section 6 of the Road safety audit procedures for projects (external link) (Transport Agency May 2013) for when to undertake a safety audit). The latest audit report and the project manager’s response to issues are to be attached to any Transport Investment Online funding application.
If the project manager considers there is justification for not conducting a safety audit at a particular stage, then they must complete an exemption declaration for that stage, keep it on file for audit purposes and attach it to any Transport Investment Online funding application.
Road safety audit procedures for projects (external link) (Transport Agency May 2013) provides guidance in relation to safety audits. It includes a sample completed audit form a sample completed exemption form and checklists.
Approved Organisations and the Transport Agency(state highways) are expected to provide robust cost estimates for their activities prepared by competent people. The cost estimation process should follow the principles set out in the Transport Agency’s Cost Estimation Manual, SM014 (external link) .
Where risk analysis is required to provide 5th and 95th percentile cost estimates, the results are expected to reflect the project phase and type of cost estimate, e.g. a feasibility estimate would be expected to have a much wider range around the expected estimate than a construction estimate.
The cost estimate is to be uploaded to the Transport Investment Online funding application as supporting information.
Transport Agency requirements and guidance on peer review of improvement activities are available at this link.
The peer review shall be uploaded to the Transport Investment Online funding application.
|Parallel cost estimate|
The Transport Agency requires that all improvement projects over $20 million estimated construction cost will be subject to a parallel cost estimation process as set out in the Transport Agency’s Cost Estimation Manual, SM014 (external link) .
A summary of the parallel cost estimate and reconciliation is to be attached to the Transport Investment Online funding application as supporting information.
|Risk assessment, analysis and management|
Approved Organisations and the Transport Agency(state highways) are expected to apply risk assessment and management processes to the development and implementation/construction of their activities that are appropriate to the scale and risk involved, following the guidance and applying the procedures set out in the Transport Agency's Risk Management Process Manual (external link) .
The risk register and management plan(s) for projects under development are to be attached to the Transport Investment Online funding application as supporting information.
|Consultation and engagement|
Programme consultation is managed by the RTC when it consults on the RLTP. However, the need to take into account the views of affected communities under the LTMA, to give early and full consideration of alternative options, implies a need to consult or engage at the activity level in the course of activity development. This may also be required under other legislation, e.g. Resource Management Act.
|Transport Agency decision conditions|
The Transport Agency may apply conditions to any support, endorsement or approval that it may provide for a strategy, package, programme or activity. These will generally fall into one of two categories:
Conditions are recorded and managed through Transport Investment Online.
Walking and cycling activities proposed for funding from the National Land Transport Fund are assessed under the Transport Agency's Assessment Framework. See Assessment of Walking and Cycling Improvements.
The following guidelines provide assistance:
Transport Agency, Cycle network and route planning guide (currently being updated).