Checklist for lodging an application for funding assistance approval in TIO The NZTA's web-based funding allocation system.
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The checklist below provides guidance covering the requirements for lodging applications for funding approval in TIO The NZTA's web-based funding allocation system. .
- The activity must be included (listed) in the current 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. (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 ) – if not then see Unlisted activities and programme variations for guidance on adding unlisted activities to the 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 .
- If approval is being sought for a programme variation, e.g. cost-scope adjustment, have the requirements for including the variation in the 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 been met? See Unlisted activities and programme variations for guidance on programme variations, particularly in respect of Regional Land Transport Plan (RLTP A regional land transport plan, prepared under Part 2 of the LTMA, as from time to time amended or varied. ) variation and consultation
- Ensure base requirements for including the activity in a Regional Land Transport Plan have been met – refer to checklist at Reviewing completeness and eligibility of proposed activities for input to an RLTP – checklist – these should have been checked off during RLTP A regional land transport plan, prepared under Part 2 of the LTMA, as from time to time amended or varied. development but will need to be rechecked to ensure compliance with legislation.
Note that funding assistance is based on the full cost of activities, including the administration cost required to deliver those activities.
In addition to the linked checklist above, ensure that the following have been provided to a satisfactory standard, appropriate to the scale and complexity of the activity:
- All fields marked ‘Required for funding approval’:
- all these fields are required to be entered with reasonable information appropriate to the activity – null responses are not acceptable
- these are required to fulfil obligations under section 20 Land Transport Management Act 2003 (LTMA The Land Transport Management Act 2003, as amended from time to time. ).
- Any outstanding conditions of approval need to be identified and fulfilled if required to enable the application to be considered.
- Benefit cost ratio (BCR The NZTA uses the BCR as a measure of economic efficiency from a national perspective as defined in the NZTA's Economic Evaluation Manual.
The ratio compares the benefits accruing to land transport users and the wider community from implementing a project or providing a service, with that project or service's whole of life costs. ) calculations:
- BCR The NZTA uses the BCR as a measure of economic efficiency from a national perspective as defined in the NZTA's Economic Evaluation Manual.
The ratio compares the benefits accruing to land transport users and the wider community from implementing a project or providing a service, with that project or service's whole of life costs. calculations are required to be uploaded for funding approvals
- if BCR The NZTA uses the BCR as a measure of economic efficiency from a national perspective as defined in the NZTA's Economic Evaluation Manual.
The ratio compares the benefits accruing to land transport users and the wider community from implementing a project or providing a service, with that project or service's whole of life costs. calculations are not applicable to the type of activity, the appropriate economic efficiency evidence needs to be uploaded instead
- check that the BCR The NZTA uses the BCR as a measure of economic efficiency from a national perspective as defined in the NZTA's Economic Evaluation Manual.
The ratio compares the benefits accruing to land transport users and the wider community from implementing a project or providing a service, with that project or service's whole of life costs. and present values of costs and benefits shown in TIO The NZTA's web-based funding allocation system. match those in the calculations (the NZTA extracts information from TIO for reporting and monitoring investments so needs to be correct)
- for large projects, the benefits shown in the calculations are expected to be entered into the correct benefit type in TIO The NZTA's web-based funding allocation system.
- rating BCRs are not acceptable.
Linkage to strategies and packages:
- NZTA expects that large, complex projects are linked to strategies and packages – however, this is not mandatory other than for investigation funding approval for projects over $20 million construction cost, where the project must be underpinned by an NZTA supported strategy
- supporting information TIO The NZTA's web-based funding allocation system. fields and required information is reduced to avoid duplication of information already available in applicants’ business cases, scheme reports, etc.
- accordingly, the NZTA places substantial weight on supporting information provided by applicants in making its investment decisions, whether directly or under delegation
- the content, range, relevance and quality of supporting information appropriate to the scale and complexity of the activity is of paramount importance in NZTA funding approvals – for guidance see the "Expectations for exercising delegations" section of the delegations summary.
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