Creating an assessment profile - guidance

Introduction

This section gives advice and guidance for creating an assessment profile The three-part rating for an activity, rated as high, medium or low e.g. HMM, and representing the assessment for Strategic Fit, Effectiveness, and Benefit and Cost Appraisal respectively. for any activity submitted to a local, regional or national land transport programme and for investment decisions by the NZTA - for the 2012-15 NLTP A National Land Transport Programme Interrelated and complementary combination of activities that, when delivered in a coordinated manner, produce synergies – can span more than one work category and more than one activity class, e.g. a programme could include a road improvement and public transport improvement activities. adopted by the NZTA under section 19 of the LTMA, as from time to time amended or varied only.

For the latest information, please see the Assessment Framework for the 2015-18 NLTP.

Assessment factors

Strategic fit

Effectiveness

Efficiency

Exception - Minor improvements Improvement projects (both roading and PT The carriage of passengers for hire or reward by means of vehicles as defined in section 5 of the Land Transport Management Act 2003.
http://www.legislation.govt.nz/act/public/2003/0118/latest/DLM226238.html?search=ts_act%40bill%40regulation%40deemedreg_land+transport+management+act_resel_25_a&p=1 ) of $300,00 (was $250,000 for the 2012-15 NLTP) cost or less than are within the definition of existing improvements work categories. Minor improvements are delivered as a programme with block funding under delegated authority.

A formal assessment profile The three-part rating for an activity, rated as high, medium or low e.g. HMM, and representing the assessment for Strategic Fit, Effectiveness, and Benefit and Cost Appraisal respectively. is not required for minor improvements; being improvement projects of less than $250,000 construction/implementation cost that meet the criteria of Work Category 341 – Minor improvements Improvement projects (both roading and PT The carriage of passengers for hire or reward by means of vehicles as defined in section 5 of the Land Transport Management Act 2003.
http://www.legislation.govt.nz/act/public/2003/0118/latest/DLM226238.html?search=ts_act%40bill%40regulation%40deemedreg_land+transport+management+act_resel_25_a&p=1 ) of $300,00 (was $250,000 for the 2012-15 NLTP) cost or less than are within the definition of existing improvements work categories. Minor improvements are delivered as a programme with block funding under delegated authority. .

Details of each project funded within the minor improvements allocation must be submitted to Transport Investment Online. These details must include the:

• project description,
• location, and
• planning derivation, i.e. Activity Management Plan or equivalent.

The NZTA expects that Approved Organisations and the NZTA (state highways) will provide, on request, evidence that demonstrates the value for money Selecting the right things to do, implementing them in the right way, at the right time and for the right price. reasons for selecting these projects, e.g. the relevant activity management planning process.

Additional factors

The NZTA may consider any exceptional additional factors not otherwise captured by the 3 assessment factors.

For example, transport related activities which mitigate or reduce vulnerabilities to essential transport networks, known as Lifelines, will enable the Approved Organisation to justify an improved effectiveness rating if local and regional network studies are supported by the NZTA.

These will be specific to the activity or combination of activities being assessed and relevant to determining its overall priority and funding source in the programme.

Evidence will be required if additional factors are to be considered.