standardised monitoring plans
Memo to Development Control Officers
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Travel Plan Monitoring:
A national standard for monitoring development-related travel plans has been researched and developed by TRICS in collaboration with ACT.
 

It has been devised to provide a means of assessing the outcome of Transport Assessments (TA) and related Travel Plans following build-out of development plans.

The approach has already been endorsed by a significant number of local authorities across the UK and the Highways Agency.

A leaflet has been produced setting out the process of monitoring (download from www.TRICS.org) and copies can be circulated. More information and a list of Frequently Asked Questions is also available on the website.

The standard provides a robust and fair means of ensuring that the predictions / statements within a TA and travel plan are actually delivered and measured against the undertakings committed to in the planning application.

The principal stages are:

1)

Transport Assessment

 

We would expect to see one of the following:

a)

A multi–modal (TRICS® compliant) survey if an existing user is expanding on site, or moving from a site elsewhere. If a new survey is undertaken this should be validated by TRICS and made available to the database.

b)

TRICS® multi-modal data from the database used to establish trip rates by all modes and set targets.

c)

First principles, usually only if a) and b) are not possible, or to refine approach.

2)

Set Travel Plan Targets

 

The targets are established within the TA and then applied to the travel plan which accompanies the planning submission or which is submitted /agreed at a later date.

3)

Post Development Monitoring

 

Post development a survey will be undertaken in full accordance with the TRICS® multi modal survey. The requirements are set out in the downloadable UK Standard for Measuring Travel Plans Impacts leaflet.

 

The survey will need to be undertaken within X months [often of period of 2 years] of final occupation of the development and submitted for inclusion within the TRICS® database. This could be repeated at a frequency agreed prior to occupation.


Terms for a Section 106/ 278
Text confirming the agreed approach to post development monitoring must be placed within the Heads of Terms for a Section 106/ 278 covering travel plan monitoring matters. It should be phrased along the following lines:

a)

The Developer would be expected to instruct an independent transportation data collection company to undertake the monitoring survey. This survey must conform to the UK Standard for Measuring the Travel Plan Impacts (based on the TRICS® system) as approved by the Highway Authority.

 

To ensure that the survey represents typical travel patterns, the organisation taking ownership of the travel plan will need to agree to being surveyed only within a specified annual quarter period but with no further notice of the precise survey dates .”

b)

The Developer will be expected to fund the survey, and its validation and input costs.


We therefore ask that you please incorporate the requirement for a survey which conforms to the UK Standard for Measuring the Travel Plan Impacts (based on the TRICS® system) within the travel plan monitoring process. Ideally please secure one within the TA if the application relates to an expansion or the relocation of a known occupier.

In parallel to this, most local authorities are now building monitoring databases to help keep track of commitments and the follow-up of commitments within travel plans.

Should you require any further information please contact Dr Colin Black – Chairman of the Association for Commuter Transport and TRICS® Director – on 020 7618 4103 or colin.black@jmp.co.uk.

 

TRICS now live on the web
UK standard for measuring travel plan impacts (SAM)
Guide to Transport Assessment
new 2008(a) demo