25 June 2019
The Investment Decision-Making Framework (IDMF) review has completed the investigation phase with a series of four workshops around the country. The team held workshops in Auckland, Wellington, Christchurch, and Dunedin, which were attended by almost 100 representatives from local government. The workshops were held to discuss the investigation phase and to get feedback from councils’ perspective about where the IDMF needs to be changed. Here are the slides from the workshop [PDF, 1.9 MB].
The events were organised by the NZ Transport Agency in conjunction with the Ministry of Transport, and with the support of Local Government New Zealand.
The feedback from the attendees described the workshops as ‘frank and honest’, that they provided an opportunity to genuinely share ideas for better outcomes, and left the attendees positive about working with the Transport Agency in the future.
There were also some strong themes to come out of the events: the Transport Agency needs to provide better guidance around right-size business cases, take a co-design approach to business cases, and better alignment is needed between business cases and other strategic plans and documents.
The next steps for the IDMF review will be the publication of the full investigation report, with more information and analysis on the information that was gathered during this phase.
The programme is now moving into the design phase, using the information from the investigation phase and working with councils and other stakeholders to co-design changes in how business cases are developed, how we assess and prioritise activities, and how we build capability. The design phase will be completed by the end of the year, and implementation of those changes by June 2020.
For more information about the programme of work, see the information below and in the frequently asked questions.
The New Zealand Transport Agency is reviewing how investments are developed, assessed and prioritised. We're looking at a fundamental change in how we make land transport investment decisions; putting people and place, rather than vehicles and networks, at the centre of our decision-making.
The Transport Agency uses its IDMF to develop, assess and prioritise funding transport investment proposals. The review of this framework has been prompted by changes in the Government Policy Statement on Land Transport 2018 (GPS), which places more emphasis on social, economic, cultural and environmental outcomes in transport planning.
This includes environmental impact, safety, resilience, access to transport, public health, urban development, and network benefits in transport planning and investment. GPS 2018 also required an investigation of the Transport Agency’s evaluation methods, and this has been incorporated as a core part of the review.
The review will take into account the principles outlined in GPS 2018; that all modes of transport, land use, technology, and innovation are considered and valued in transport investment. We also want to improve the business case approach to making the case for investment.
The Transport Agency and the Ministry of Transport are working together to revise the Investment Decision-Making Framework, with support from Local Government New Zealand (LGNZ). We’ll also be working with other local government and local authority representatives, as well as NZ Treasury, to get their input into the investigation, design and delivery stages of the review.
The review will result in changes to investment decision-making principles and policies, processes, tools and systems to ensure:
We’ll be providing support and resources to help with embedding the new requirements.
The review will focus on five key workstreams:
The IDMF review will largely take place throughout 2019 and will be implemented in June 2020, in time for the National Land Transport Programme (NLTP) 2021–24 to be developed.
Implementation will include updated investment policies, processes, tools, and guidance (including updates to the business case approach, criteria for prioritisation and assessment, and evaluation methodologies).
We are working with LGNZ about how best to engage with local government to seek their input and feedback.
We’ll update this page regularly throughout the process.
For more information you can email our programme management team email@example.com