WC 003: Activity management planning

Examples of qualifying activities include, but may not be limited to:

• • development of national and regional speed management plans (from 2020)
  • improvement of:
    • transport network activity management plans (AMPs)
    • regional public transport plans (RPTPs)
    • road safety action plans (RSAPs)
    • procurement strategies

including:

• • • community consultation related to the improvement of AMPs and RPTPs and development of regional and national speed management plans
    • associated demand forecasting and demand management planning
    • development of levels of service targets and implementation plans
    • asset performance and service gap analysis
    • optimisation process development, including development of network operating plans
    • financial forecasts
    • development and improvement of asset deterioration models.

You can discuss with Waka Kotahi NZ Transport Agency whether other potential activities not listed above might also be eligible for inclusion in this work category.

Work category 003 excludes:

• development and improvement of transport models are funded under work Category 002: Transport model development
• business case development beyond the programme business case – this is part of the cost of the programme, project or activity,
• the following activities funded under work Category 151: Network and asset management for roads:
  • regular, routine updates to the plan
  • implementation and operation of asset management systems
  • updating asset information
  • application of AMPs to activities
  • operation and management of the land transport network
  • roughness and condition rating surveys
  • traffic count and congestion surveys
    
    
• the following activities funded under work category 524: Public transport information supply, operations and maintenance:
  • routine updates to the RPTP or other public transport planning documents, where public consultation is not required
  • updating asset information in an RPTP or in other public transport planning documents
  • updating statistical records or forecasts in an RPTP or in other public transport planning documents.

Public infrastructure investment includes the following activities:

• network operations and services (including demand management)
• maintenance of land transport infrastructure
• renewal of land transport infrastructure
• improvement and creation of land transport infrastructure. 

Consideration should be given to:

• changes in travel demand and demand management
• changes to levels of service targets relating to transport user satisfaction, safety and access
• quality assurance
• innovation.

While the NAMS Group manual provides general guidance for asset and activity management plans, Waka Kotahi expects a land transport AMP to include the following matters:

• the detail specified in clause 2 of schedule 10 of the Local Government Act 2002(external link)
• an awareness of community views and expectations relating to the use of the land transport network
• evidence of links to regional and national land transport strategies and targets
• proposed transport levels of service targets and implementation plans
• the organisation’s transport demand management strategy, including demand forecasts and the proposed additional asset capacity, non-asset-based solutions (including inter-agency and community initiatives), or changes to service levels and standards
• life-cycle management strategies
• current asset value, annual depreciation, asset condition and expected asset lives
• major risks and a risk management strategy (including safety and sustainability issues)
• how best value for money will be achieved in the delivery of the organisation's land transport services.
• the organisation’s procurement strategy for the activities in the plan
• the organisation’s decision-making and prioritisation process for including activities in a regional land transport plan (RLTP)
• a detailed list of activities for the first three years and an outline of actions for the following seven years
• a financial plan that is clearly linked to an RLTP and a long-term plan (LTP) or annual plan
• how the performance and use of the network is monitored
• indications of the completeness and accuracy of asset information, assumptions and financial projections.

Waka Kotahi expects approved organisations and Waka Kotahi (state highways) to maintain the following priorities in their plans:

• achievement of a high level of data integrity, including:
  • asset inventory
  • treatment history
  • condition data
  • cost data
  • traffic data
    
    
• decision-making methods for optimising asset treatments on the network and over time. Treatment decisions should recognise:
  • the life-cycle costs of treatments
  • the effect of the treatments on asset condition throughout the life cycle
  • how the treatments impact on transport system performance. 

Only when approved organisations and Waka Kotahi (state highways) have complete confidence in these elements should they consider moving onto advanced predictive methods of long-term planning.

Performance prediction modelling can be used to assist the forecasting needed for forward-looking activities. Modelling of future conditions must be adapted to local conditions due to the complex range of:

• materials used
• pavement types and conditions
• climate and traffic loadings.

Even with local calibration, performance prediction modelling is not definitive. Forecasts of pavement condition and estimates of life-cycle costs must recognise the limitations of the many assumptions involved.

RSAPs must be developed from an inter-agency perspective and contain:

• an evidence-based assessment of existing safety issues that are being addressed
• the individual activities that will be delivered
• the objectives and outcomes for each activity (including expected achievement against regional targets)
• a list of the partners that will participate in the activities
• a monitoring programme and post-implementation evaluation of effectiveness
• a list of supportive policies, strategies and plans (including regional and local road safety strategies and AMPs). 

Regular RSAP meetings enable monitoring of service delivery and progress towards the achievement of outcomes.

The minimum information the terms of reference must cover for the application, is:

• reason for the preparation or improvement of the plan:
  • statement of purpose for plan development (or supporting study or strategy)
  • context and scope for the task(s)
  • activities to be covered (including demand management, network operations, public transport, infrastructure improvements, community engagement, performance monitoring)
  • background/reference documentation for the task(s)
  • relationships with higher-level policies, strategies and plans (including government and regional strategies and policies)
  • relationship to land-use policies and development activities (including those planned and in progress)
    
    
• how the funding is to be used:
  • issues to be addressed
  • modes to be considered, with reasons
  • method used, including modelling, project management and process for political engagement
  • possible alternatives and options to be considered (including demand management, education, enforcement, asset disposal)
  • a timeframe for the plan development, with realistic allowance for consultation and a clear completion point
  • estimated cost of completing the task(s)
  • parties involved
  • how the plan development (or supporting study or strategy) is to be procured
    
    
• outcomes and deliverables:
  • deliverables/outputs
  • expected outcomes of the plan development
  • process for sign-off by the approved organisation (or Waka Kotahi for state highway activities)
  • process for peer review.