standardised monitoring plans

A) new sites
 
 
A1) Estimate Trip Generation
Each planning application requires a transport assessment (TA) or transport statement (TS) to be undertaken. In each case the process includes an estimate of trip generation and mode split (see DfT’s Guidance on Transport Assessment for details of how and when to prepare a TA or TS).

Data in the TRICS® database is used in combination with other relevant data to determine these estimates. In some circumstances it may be appropriate to utilise a first principles, or lifestyle analysis approach to help determine the trip rates.

It should be noted that most trip generation databases currently contain little information for sites with effective Travel Plans in operation. Due to these current data limitations it may be necessary to calculate the likely trip generation for a proposed site, assuming no Travel Plan will be implemented. A revised figure can then be calculated to account for the impact of an effective Travel Plan. Naturally, the expected impact of the Travel Plan will depend on the specific opportunities for trip reduction and for mode transfer.

It is essential that the methodology used to determine the trip generation figures and mode splits is logical, transparent and explained concisely in a manner easy to understand.

The local authority will need to validate and agree the trip generation estimate before the data is used to establish appropriate targets.

If required, it is possible to provide trip generation and mode share estimates through the TRICS® Bureau Service.


A2) After Survey
Following the before survey the Travel Plan will be implemented. The Travel Plan will be more successful if it is designed with the results of the survey in mind – for example, if there are many staff living a short distance from work, it might target a shift to walking and cycling.

An after survey will be required following the operation of the Travel Plan for a reasonable period of time (as determined by the local authority, dependent on the specific circumstances of the application). As a guideline, DfT recommend a minimum period of 1 to 2 years to achieve an effective Travel Plan. For new developments, it may be important to wait until the end of the occupational period or until a specific development phase is complete.

The Travel Plan initiatives and measures should be recorded using the TRICS® Travel Plan Record Sheet© which has now been incorporated into the standard TRICS® survey methodology following specially commissioned research. The record sheet defines the initiatives and measures in a manner that will facilitate future statistical analysis of the relative effectiveness of Travel Plan packages.

The after survey carried out is a repeat of the survey carried out in Step 1. To ensure consistency and reliability, the after survey should be carried out during a similar period of the year and on the same day of the week as the before survey.


A3) Analyse Survey Results
A statistically robust comparison of the baseline predicted trip rates with the actual trip rates can now be made.

From this analysis it will be possible to determine transfers between modes and any significant reductions in trip rate. The trip rates can be calculated and analysed according to the targets set, for example per person, or per gross floor area.

On request TRICS® can produce a summary report detailing the analysis of the two surveys and the degree to which the targets have been met. The LPA (local planning authority), LHA (local highway authority) or HA (Highways Agency) may be asked to provide details of the targets agreed.

In cases of dispute ACT are able to act as independent arbiters to verify the results of the analysis and to consider any mitigating circumstances.
TRICS now live on the web measuring travel plan impacts Guide to Transport Assessment new 2008(a) demo TRICS/RTPI Transport & Development Conference