standardised monitoring plans
B) expanding sites
 
A before survey will be required to establish the current trip generation and mode share.
Expanding Sites
This data should be used to ascertain the potential for reducing single occupancy car use and the number of journeys, and for increasing the use of walking, cycling, public transport and car-sharing as relevant to the site’s circumstances and Travel Plan measures to be implemented.


B1) Baseline Calculation –
           i) Before Survey


To establish the baseline mode split of employees/visitors, a before survey is required for each location. This information will assist considerably in the setting of appropriate trip rate and mode split targets.

The survey should, wherever possible, be performed before the implementation of proposed Travel Plan measures, preferably over one period of one day in March, April, May, June, September or October (the survey should be long enough to capture 95% of trips to and from the site over the survey day). School holidays should be avoided. For some sites additional weekend surveys may be required. In agreeing to the Travel Plan monitoring methodology, the organisation whose Travel Plan is to be monitored also agrees that the monitoring can take place unannounced, within a pre-specified period of 4 weeks.

Each survey must be commissioned by the appropriate local authority and should be carried out by an approved independent specialist survey organisation. This should not include any organisation associated with the site, or any business employed by the organisation tasked with developing or implementing the Travel Plan.

The local authority should approve the specialist survey company and may chose to commission either:
  • TRICS® to manage and undertake the survey;
  • A preferred survey company/ contractor; or
  • Utilise an internal capability.

In each case the survey will need to be validated by TRICS® to ensure it meets the required standard. TRICS® will undertake a comprehensive validation exercise before authorising the survey. No survey will be accepted until it has met the validation criteria. Each survey will be made available to the appropriate LPA (local planning authority), LHA (local highway authority), HA (Highways Agency) and local organisations. It will also be made publicly available in the following 2 yearly TRICS® data release.

Different types of survey will be required dependent on the circumstances of the site, as shown in the table below. TRICS® can provide advice and/or undertake a site audit to specify the survey requirements. TRICS® can provide advice and/or undertake a site audit to specify the survey requirements (see costs below [hotlink ‘costs’ to later section]).

Site Type

Survey requirements

Contained

  • Small number of site access/ egress
  • Public transport services run onto site
  • Little off-site parking
  • Travel plan aimed at all site users



Fully classified manual observational count
– all vehicles, vehicle occupancy and pedestrians entering site counted

Non-Contained

  • Significant off-site parking
  • Some public transport use not observable from cordon
  • Many access/ egress points
  • Travel plan aimed at all site users



Mixed fully classified manual observational count and selective interview surveys
– as above, but also with interviews at some cordon points.

Complex

  • Mixture of off-site parking locations
  • Public transport use not observable from cordon
  • Large number of access/ egress points
  • Travel plan aimed at only one site user group
    (e.g. staff but not visitors)



Mixed fully classified manual observational count and interview surveys – as above, but also with interviews at a majority of cordon points.

Note: Please contact TRICS® Survey Programme Manager Ian Coles to determine appropriate survey technique.

B1) Baseline Calculation –
       ii) Estimate Trip Generation –
see A1


A trip generation estimate will need to be calculated for the additional development proposed for the site. Data from the before study will be required to calculate the increase in trips.

The relationship between an expanded site and trip generation is complex and very rarely can a direct extrapolation of existing ratios of trip rates be used. For example, an expansion of sites as varied as a factory, school, or business park, would not necessarily imply a need to increase the trip rates for support services, delivery vehicles, teachers or managers.

Therefore care must be taken to adopt a logical and transparent methodology that can be explained concisely in a manner easy to understand.

B2) After Survey – see A2

B3) Analyse Survey Results – see A3

TRICS now live on the web measuring travel plan impacts Guide to Transport Assessment new 2008(a) demo TRICS/RTPI Transport & Development Conference