swtp monitoring and evaluation plan

3512983BP-HHR

SOUTH WYE TRANSPORT PACKAGE MONITORING AND EVALUATION PLAN HEREFORDSHIRE COUNCIL

JUNE 2016

South Wye Transport Package

Monitoring and Evaluation Plan

3512983BP-HHR

Prepared for Herefordshire Council

Prepared by WSP | Parsons Brinckerhoff

Report Title : SWTP Monitoring and Evaluation Plan PIMS Number : 3512983BP-HHR Report Status : Final Job No : 3512983BP-HHR Date : June 2016

DOCUMENT HISTORY AND STATUS

Document control

Prepared by xxxxxxxxxxx & xxxxxxxxxxxx

Checked by (technical) xxxxxxxxxxxxxx

Approved by xxxxxxxxxxxxxx Checked by (quality assurance) xxxxxxxxxxxxx

Revision details

Version Date Pages affected Comments

1.0 August 2015 For review and feedback from Herefordshire Council

2.0 November 2015 Revised version updated to take account of feedback from

Herefordshire Council

3.0 January 2016 Final version for issue to Department for Transport

4.0 June 2016 Revised version updated to take account of feedback from Department for Transport

AUTHORISATION SHEET

Client: Balfour Beatty Living Places

Project: South Wye Transport Package Address:

PREPARED BY PREPARED BY

Name: xxxxxxxxxx and xxxxxxxxxxxxxx (all WSP | PB) Position: Various

Date: 24/11/2015 and subsequent revisions (Final 22/06/2016)

AGREED BY AGREED BY

Name: xxxxxxxxxxxx and xxxxxxxxxxxxx Position: Head of Infrastructure Delivery and Transportation Strategy Manager

Date: 22/06/2016

AUTHORISED FOR ISSUE FOR ISSUE Name: xxxxxxxxxxxx

Position: Project Manager WSP | PB Date: 22/06/2016

DISTRIBUTION DISTRIBUTION

ACCEPTED BY ACCEPTED BY

Name: xxxxxxxxx / xxxxxxxxxxxxxx

Position: Senior Project Manager and Design & Build Manager, Balfour Beatty Living Places (BBLP) - Services Division/PM BBLP

Date: 22/06/2016

ACCEPTED BY ACCEPTED BY

Name: xxxxxxxx and xxxxxxxx

Position: Head of Infrastructure Delivery and Transportation Strategy Manager Date: 22/06/2016

SWTP Monitoring and Evaluation Plan

SWTP Monitoring and Evaluation Plan Prepared by WSP | Parsons Brinckerhoff June 2016 for Herefordshire Council 3512983BP-HHR

CONTENTS Page

1 Introduction 1

1.1 Introduction 1

1.2 SWTP Monitoring Scope 1

2 Scheme Background and Context 3

2.1 Scheme Background: 3

2.2 SWTP Package Development 3

2.3 SWTP Schemes 3

2.4 Wider Delivery Context 4

2.5 Scheme Costs 4

3 Scheme Objectives and Outcomes 5

3.2 Level 1- Strategic Objectives 5

3.3 Level 2- Scheme Specific Objectives 5

3.4 Scheme Inputs, Outputs and Outcomes 6

4 Scheme Build 8

4.1 Programme and Delivery Timeframe 8

4.2 Stakeholder Management 8

4.3 Risk Management 9

4.4 Delivery of Benefits 9

5 Delivered Scheme 10

5.1 Scheme Description 10

5.2 Intended Beneficiaries Assessment 11

5.3 Changes to Mitigation Measures 11

6 Outturn Costs 12

7 Data Requirements 13

8 Data Collection Methods 17

8.2 Survey Timescales 17

8.3 Impact on Demand: Road Traffic Flows 17

8.4 Impact on Demand: Active Modes 20

8.5 Impact on Demand: Public Transport 22

8.6 Travel Times: Highway Journey Time Data 23

8.7 Travel Times: Public Transport Journey Time Data 25

8.8 Impact on the Economy 26

8.9 Carbon 27

8.10 Impact on Health 27

8.11 Counterfactual Data 27

9 Resourcing and Governance 31

9.1 Introduction 31

9.2 Resourcing 31

9.3 Governance 31

http://intranet.wspgroup.com/UK/


SWTP Monitoring and Evaluation Plan Prepared by WSP | Parsons Brinckerhoff June 2016 for Herefordshire Council 3512983BP-HHR

9.4 Quality Assurance 32

10 Next Steps 34



SWTP Monitoring and Evaluation Plan Prepared by WSP | Parsons Brinckerhoff June 2016 for Herefordshire Council 3512983BP-HHR - 1 -

1 INTRODUCTION

1.1 Introduction

1.1.1 The Marches Local Enterprise Partnership (LEP) has approved Herefordshire Council’s Strategic Outline Business Case (SOBC) for the South Wye Transport Package (SWTP) and has provisionally allocated £27.6million towards the delivery of the package.

1.1.2 The SWTP is a Department for Transport (DfT) “retained scheme”, i.e. it is part of the DfT’s Large Transport Project Portfolio.

1.1.3 The DfT and the Marches LEP require that the business case be supported by a Monitoring and Evaluation Plan (MEP) that meets the DfT’s Monitoring and Evaluation of Local Authority Major Schemes’ guidance. The guidance identifies three tiers of monitoring and evaluation, namely:

Standard Monitoring, which schemes will be required to monitor and report on a standard set of measures;

Enhanced Monitoring, for schemes costing more than £50m or which are anticipated to have a significant impact on particular indicators; and

Fuller Evaluation, for a DfT-specified selection of schemes.

1.1.4 The SWTP is a project with an overall cost of less than £50 million and has not been specified for fuller evaluation. As such it falls into the Standard Monitoring tier.

1.1.5 Standard Monitoring requires that the following measures (covering inputs, outputs, outcomes and impacts) are to be monitored for all elements of the SWTP:

Scheme build;

Delivered scheme;

Costs;

Scheme Objectives;

Travel demand;

Travel times and reliability of travel times;

Impacts on the economy; and

Carbon Impacts

1.2 SWTP Monitoring Scope

1.2.1 In preparing this MEP, Herefordshire Council acknowledges the importance of defining, from the outset, the purpose and scope of monitoring activities associated with the SWTP programme. The DfT’s ‘Monitoring and Evaluation of Local Authority Major Schemes’ guidance states that evaluating the investment in this funding stream can deliver the following objectives:

Provide accountability for the investment;

Evidence future spending decisions;

Learn about which schemes deliver cost-effective transport solutions;




Enhance the operational effectiveness of existing schemes or future schemes; and

Improve future initiatives based on learning.

1.2.2 The SWTP MEP is considered likely to contribute learning and evidence to

Herefordshire Council and local stakeholders on each of the above elements. However, the MEP has been based on a clear and targeted scope of assessment, to ensure that resources are expended efficiently and that the approach remains proportional to the investment. In defining the scope and purpose of the SWTP monitoring, the following activities have therefore been undertaken:

Review and application of the Department for Transport’s Monitoring and Evaluation Framework for Local Authority Major Schemes requirements together with those for the Marches LEP Assurance Framework; and

Internal Herefordshire Council discussions with key stakeholders




2 SCHEME BACKGROUND AND CONTEXT

2.1 Scheme Background:

2.1.1 The SWTP has been developed in response to a need to improve economic, environmental and social conditions in Hereford, south of the River Wye. The SWTP is an integrated package of transport measures and the outcome of a series of previous studies which examined the transportation problems in the South Wye area and generated options intended to support the achievement of the following objectives:

Delivery of the strategic objectives set out in Section 2.4, below;

Enable access, particularly to developments such as the Hereford Enterprise Zone (HEZ);

Reduce growth in congestion and delay;

Reduce the growth in emissions of carbon dioxide (CO2), mono-nitrogen oxides (NOx) and airborne particulates (PM10s);

Reduce growth in traffic noise;

Encourage physical activity; and

Reduce road accidents.

2.2 SWTP Package Development

2.2.1 The following four broad options were identified as potential methods of meeting these objectives:

Option 1: 'Traffic max' option. This aimed to generate maximum capacity for vehicles within the South Wye area by improving existing junctions and roads;

Option 2: 'Sustainable transport max' option. This approach aimed to reduce car use through improvements to public transport, cycle routes and lanes, pedestrian crossings, traffic management, promotion and marketing campaigns and other small, localised improvements aimed at increasing active mode use;

Option 3: ‘Southern Link Road (SLR)’ option. A new link road between the A49(T) and A465 aimed at delivering additional traffic capacity to relieve constrained sections of the highway network, to provide an alternative route for ‘through’ traffic between these roads and improving access to the HEZ; and

Option 4: ‘SLR + sustainable transport max’ option. A combination of Options 2 and 3.

2.2.1.1 These options were appraised against the objectives set. This established that the option which best supports the achievement of the scheme objectives was Option 4; 'SLR + sustainable transport max'. In consequence, this option formed the basis for the SWTP.

2.3 SWTP Schemes

2.3.1 As a result an integrated package of measures has been developed, consisting of the following key elements:




A new Southern Link Road (SLR) linking the A465 and A49(T) to the south of the city, with a local link to the B4349;

A set of complementary measures to improve travel for pedestrians, cyclists and public transport users, including interventions to:

o Overcome severance and improve active travel connectivity and infrastructure;

o Enhance streetscape; and

o Improve infrastructure to support public transport.

2.3.2 The complementary measures are currently being developed for consultation and further details will be provided in the Full Business Case.

2.4 Wider Delivery Context

2.4.1 The SWTP package has also been developed to help support the delivery of a number of strategic policies and objectives outlined in a range of local and regional (Marches) strategy documents. These documents include:

Hereford Local Plan Core Strategy (2011 – 2031), adopted in October 2015;

Herefordshire Local Plan Core Strategy’s Infrastructure Delivery Plan (IDP);

Herefordshire Unitary Development Plan (March 2007);

Marches LEP SEP (2014);

Hereford City Centre Air Quality Management Plan (AQMP);

Marches LEP Initial Major Scheme Priorities and associated Growth Deal, signed between the Marches LEP and central government on 16 January 2015;

Herefordshire’s Local Transport Plan (2015-2031); and

Herefordshire’s Health and Wellbeing Strategy (2015).

2.4.2 In particular, the SWTP forms part of the medium to long term strategy to accommodate the growth planned for Hereford and wider Herefordshire (as outlined in the Hereford Local Plan Core Strategy and associated IDP) which includes the provision of a new Western Relief Road (WRR) of which the SWTP Southern Link Road forms a part. The SWTP also forms a key part of the infrastructure requirements set out in the Marches LEP Strategic Economic Plan and National Growth Agenda.

2.5 Scheme Costs

2.5.1 The outturn capital cost of the SWTP was estimated at approximately £35m at the time of the preparation of the SOBC estimate in 2013/14. The cost is currently being updated as part of the further development of the package and Business Case.




3 SCHEME OBJECTIVES AND OUTCOMES

3.1.1 The aim of the Monitoring and Evaluation plan is to demonstrate that the SWTP has been implemented such that it supports the delivery of the package objectives and the benefits set out in the Business Case.

3.1.2 SWTP scheme specific objectives have been developed. These have been based on:

Appreciation of current and future issues and problems;

Understanding of the opportunities and constraints that affect the performance of the transport network;

Appreciation of the key drivers or the causes of the problems; and

Appreciation of the wider policy context and the objectives to be delivered at the national, regional and local level (not necessarily in the scheme area).

3.1.3 The objectives have been developed at two levels namely:

Level 1 - Strategic Objectives (L1) – These are defined as objectives which transport contributes to, but not always in a direct manner. It results in outcomes that are reflected over a wider area and/or to non-transport issues; and

Level 2 – Scheme Specific Objectives (L2) – These are defined as the objectives which reflect the direct effects of transport intervention. They also include the desired outputs and outcomes which are directly aspired for in the scheme area.

3.2 Level 1- Strategic Objectives

Objective L1-O1: Support the delivery of planned development in Hereford as set out in the Herefordshire Local Plan Core Strategy;

Objective L1-O2: Encourage travel behaviour change, providing improved facilities for active travel including public transport ;

Objective L1-O3: Improve health outcomes by encouraging and enabling physical activity; and

Objective L1-O4: Minimise any adverse impact of future developments by managing growth in traffic congestion and transport related emissions and noise.

3.2.1 These objectives support and are consistent with national, regional and local transport objectives including those within the Marches ‘Strategy for Growth 2013-2022’, Herefordshire’s Local Plan Core Strategy and the Local Transport Plan.

3.3 Level 2- Scheme Specific Objectives

3.3.1 The scheme specific objectives for the SWTP, which are in addition to the strategic objectives, are set out below:

Objective L2-O1: Improve access to the HEZ, thereby helping to support delivery of Herefordshire Local Plan Core Strategy planned development;

Objective L2-O2: Reduce the growth in traffic flows along the A49(T) and A465 and rural roads in the South Wye area;

Objective L2-O3: Reduce growth in transport related emissions and noise in the South Wye area;




Objective L2-O4: Improve active modes access to the HEZ from the residential areas in Hereford south of the Wye;

Objective L2-O5: Encourage use of active modes for journeys within the SWTP area and between that area and Hereford City Centre, and

Objective L2-O6: Enhance road safety by all modes within the SWTP area.

3.3.2 The objectives will be monitored to assess whether the forecast benefits of the SWTP have been realised. An assessment of the objectives against the scheme outputs and outcomes will be undertaken to draw out any discrepancies.

3.4 Scheme Inputs, Outputs and Outcomes

3.4.1 The coverage of the proposed monitoring, the links between the SWTP objectives and inputs, outputs, outcomes and impacts are shown in the scheme’s logic map as presented in Figure 3-1, overleaf.




Context Outputs (The direct infrastructural outputs that result from the

activities being undertaken by the resources identified as the inputs)

Outcomes Short Medium Long

Inputs (The resources and activities required to address the

problems identified in the current context)

Growth in traffic flows along the A465, Walnut Tree Avenue, Holme Lacy Road and rural roads

Traffic accessing the HEZ from south west Hereford and further south west re-routes on to the new SLR, rather than congested sections of the A49(T) and A465

Reduce the growth in traffic flows along the A465, A49(T) and rural roads in the South Wye area

Improved road access between the HEZ and the A465

Reduce growth in transport related emissions in the South Wye area

Reduction in vehicle “rat running” via residential and rural roads

Helps enable the delivery

of Herefordshire Local Plan Core Strategy planned development, including the HEZ as more people can access the area

Supports economic growth in Hereford

Reduced traffic related severance on local roads in residential areas

Improved road safety for all modes of transport

Reduction in growth of transport related emissions in South Wye area

Improved health and well being

Improved access to employment opportunities in HEZ for those with limited or no access to a car

Increased level of physical activity with associated health benefits

Modal shift away from car use

Constrained highway access to existing and planned development at Hereford Enterprise Zone (HEZ) from the West.

Increasing and unreliable peak period journey times along the A465 and A49(T) on their approaches to Hereford

Poor accessibility for Active Modes to the employment opportunities within the HEZ from the residential areas in Hereford south of the River Wye (including Hinton & Hunderton, Newton Farm, Red Hill and Belmont Rural)

Transport-related emissions of carbon dioxide (CO2), mono-nitrogen oxides (NOx) and airborne particulates (PM10s)

Road Safety concerns in the SWTP area

Increase in number of people using public transport

Improved environment and accessibility for walking and cycling to and from the HEZ and residential areas in Hereford, south of the River Wye

Increase in number of people using active modes of transport

Traffic encouraged to route via appropriate roads

Improved Public Transport network performance in South Wye area

3.2km single carriageway road (SLR) linking A465 and A49(T), connecting with the B4349 and the B4399 (for access to the HEZ)

Package of improvements to Active Modes infrastructure, including a set of complementary measures to improve travel for pedestrians, cyclists and public transport users, including interventions to:

Improve travel for pedestrians, cyclists and public transport users, including interventions to:

Overcome severance and improve active travel connectivity and infrastructure;

Enhance streetscape; and

Improve infrastructure to support public transport

DfT, LGF, Herefordshire Council & Third Party Funding

Construction contractors

Consultant Design Team

Land acquisition

HC resources

Assumptions: All expected outcomes are in comparison with the Do Minimum Scenario where no improvement schemes are

implemented. There is not a significant rise in price for use of Hereford’s public transport post scheme implementation. There is not a significant increase in traffic (over the predicted increase; taking into account future developments etc.)

in the SWTP area post scheme implementation.

External Factors Global, national, regional, and local economic conditions. Unplanned development. Price of fuel. Change in government priorities. Public health issues not associated with transport.

Enables implementation of measures designed to encourage use of walk, cycle and public transport

Levels of obesity issues and associated health problems in the SWTP area

Figure 3-1: SWTP Logic Map

Constrained highway capacity on the A49 limiting development at the HEZ.




4 SCHEME BUILD

4.1 Programme and Delivery Timeframe

4.1.1 The proposed scheme programme and related milestones are provided within the Business Case submission. Following completion of the SWTP, the key milestones will be assessed in terms of the forecast/planned dates of implementation, actual date of implementation as well as the reasons for delay (if any). This will be reported in the one year after report.

4.1.2 Milestones have been established for the development and delivery of the SWTP. These may be subject to change as the scheme is further developed. The current projected dates for the key milestone are:

Scheme Development, including Monitoring and Evaluation:

Pre-Scheme Data Collection – Autumn 2016;

Submit Business Case: Spring/Summer 2017 (subject to confirmation of SRO’s/CPO’s);

Commence Construction: Autumn 2017 (subject to funding approval timescales);

Scheme Completion (SWTP):

o Southern Link Road: Winter 2019 (Early 2019);

o Active Travel; Measures: Autumn 2021.

Monitoring and Evaluation:

Post-scheme Evaluation (One year after): Spring 2023; and

Post-scheme Evaluation (Five years after): Spring 2027.

4.2 Stakeholder Management

4.2.1 A Consultation and Stakeholder Management Strategy for the SWTP has been established and will be provided within the Business Case documentation. It will identify the communication channels that should be utilised to ensure all relevant parties are kept informed as the project develops. Tactical plans are developed within this strategy when necessary for specific elements of the overall project. Communications have and will be tailored to meet the needs of each stakeholder and will take into consideration the objectives for the scheme.

4.2.2 Findings from the monitoring will be shared with key stakeholders using existing Council formats and media channels and a plan for this will be developed with the overall SWTP Consultation and Stakeholder Management Strategy. We will work with our public health colleagues and provide monitoring results to enable them to monitor progress in delivery of the objectives of the Health and Wellbeing Strategy, which they can disseminate as appropriate. The results will also inform the ongoing sustainable transport promotion function of the Council as monitored by the Local Transport Plan Annual Progress Report. This will be funded from appropriate communications and LTP budgets.




4.3 Risk Management

4.3.1 A risk register has been developed and an associated Quantified Cost Risk Assessment will be undertaken for the SWTP (with details to be provided within the relevant sections of the Business Case). The project’s identified risks and associated mitigation plans have and will be periodically monitored throughout the scheme development and delivery.

4.3.2 As part of the Monitoring and Evaluation of the SWTP the ‘one year after’ report will include an assessment of risks in terms of:

Whether the identified Baseline risks materialised;

Whether the mitigation plans were implemented;

The effectiveness of the mitigation plans in achieving their objectives (e.g. in terms of adherence to planned programme or minimising cost escalation); and

The number of additional (to baseline) risks identified through the delivery process, their impact and the mitigation measures developed to manage these.

4.3.3 The effectiveness of baseline mitigation plans will be captured in the ‘one year after’ report.

4.4 Delivery of Benefits

4.4.1 The SWTP Benefits Realisation Strategy will be established and provided within the Business Case documentation. It will identify the forecast primary recipients of the benefits arising from the scheme and those who have responsibility for the delivery of the benefits.

4.4.2 The benefits are forecast to accrue following the completion of the SWTP package of measures. In terms of responsibility for the delivery of the benefits:

Herefordshire Council and its contractors will be responsible for delivering and maintaining the transport infrastructure required to enable the forecast benefits to be realised; and

Herefordshire Council will continue to work closely with the planning officers and developers to deliver the planned development of the HEZ which will lead to forecast employment growth and wider economic benefits.

Herefordshire Council will work with its partners in the public health sector to encourage use of Active Travel Modes, making use of the SWTP measures to support the achievement of health benefits in the South Wye area.

4.4.3 As part of the Monitoring and Evaluation of the SWTP, the ‘one year and five years after’ reports will include an assessment of the delivery of the forecast benefits of the scheme within the context of the strategic and scheme specific objectives (set out in Sections 3.2 and 3.3) along with the impacts on travel demand, travel time and reliability, the economy and carbon as required by the DfT Guidance.




5 DELIVERED SCHEME

5.1 Scheme Description

5.1.1 The SWTP includes a new Southern Link Road (SLR) linking the A49 (T) with the A465 and B4349 to the south of the city, integrated with a set of measures to improve travel opportunities and conditions for pedestrians, cyclists and public transport users. An overarching plan of the proposed SWTP is provided in Figure 5-1.

5.1.2 These schemes form the basis of the outputs of the project. It is anticipated that any changes in outputs will be identified by comparing the baseline construction drawings with the as-built drawings following completion of the SWTP. Any changes to the design of the scheme will be reported in the ‘one year after’ report, along with the reasons for amendments.

Figure 5-1: South Wye Area & Proposed Southern Link Road




5.2 Intended Beneficiaries Assessment

5.2.1 A stakeholder panel will be established and key stakeholders will be identified to assess whether the scheme has reached the intended beneficiaries. The panel will include relevant senior HC officers together with representatives from a range of organisations, including (but not limited to), the Marches LEP, Highways England, the Environment Agency, public and private transport providers, the Health and Social Care sector and transport user groups.

5.2.2 A baseline workshop will take place before delivery of the SWTP where stakeholders will be asked to identify what they would expect the benefits of the scheme to be. This workshop will draw upon the relevant elements of the business case work including the results of the baseline surveys, such that stakeholders have a clear understanding of the aims and objectives of the SWTP and the results of the appraisal of the package.

5.2.3 Follow-up workshops will take place one year and five years after to establish the extent to which the benefits have been realised. These workshops will also be used to input the results of the post implementation surveys. The results of the workshops will be included in the ‘one year after’ and ‘five years after’ reports.

5.3 Changes to Mitigation Measures

5.3.1 As part of the development of the SWTP SOBC, noise, air quality, greenhouse gases, landscape and townscape have been appraised. These will be further appraised as part of the development of the full Business Case. Where it has been or will be identified that the SWTP may have an adverse impact on these criteria, mitigation measures will be incorporated into the scheme design and materials.

5.3.2 During scheme delivery, the implementation of these mitigation measures, along with any deviations and their causes, will be recorded and form part of the ‘one year after’ report.




6 OUTTURN COSTS

6.1.1 The outturn cost table as approved at the time of Business Case application will be used as a baseline and will be broken down into the following cost elements:

Construction;

Professional design and supervision fees;

Land acquisition;

Statutory processes;

Risk adjustment; and

On-going operating and maintenance costs.

6.1.2 Following completion of the SWTP, the final outturn investment costs will be identified and a comparison made with those included in the Business Case. This will include analysis of:

Cost savings and overruns by heading and associated causes; and

Manifestation of identified risk and associated cost allowance.

6.1.3 In addition, the final outturn investment costs will be used to update the Net Present Value (NPV) and Benefit Cost Ratio (BCR) values of the scheme. This will entail the forecast costs being over written and replaced by the actual outturn costs and used in conjunction with the forecast benefits to recalculate the Value for Money (VfM) assessment of the scheme.

6.1.4 The results of the analysis will be included in the ‘one year after’ report.

6.1.5 A clear picture on the on-going operating and maintenance costs of the SWTP will only be available for inclusion in the ‘five years after’ report. The analysis of these on-going costs will include a comparison between the forecast and outturn costs and together with a description of the major causes of variations.




7 DATA REQUIREMENTS

7.1.1 This chapter deals with monitoring requirements covering all elements of the SWTP as listed in Section 1.1.5. It also provides a summary of the input, output and outcome indicators that will be monitored throughout the SWTP programme and the data that will be required to achieve this.

7.1.2 Table 7-1 below sets out the data that will be collected to monitor and evaluate the SWTP scheme; along with the rationale for its inclusion; the proposed data collection methods; and the proposed frequency of data collection.




Table 7-1: SWTP Data Collection Requirements

Measure Data to be used Rationale for inclusion Data collection methods Frequency of data collection

Scheme Build Qualitative feedback from stakeholders logged by Project Board; Records of key delivery milestones being reached; Qualitative feedback from the project team about lessons learnt; Information from the Health and Safety register; Information from Risk Register; and Project problems / holdups / disruptions to delivery actually realised.

To gain knowledge and understanding of the effectiveness or otherwise of key scheme build processes and to learn lessons for future projects.

Analysis of key project documents (including Risk Register and Implementation Log) by the scheme’s Project Board with support from Herefordshire Council’s Transport Strategy team and its strategic delivery partners.

On-going throughout the construction and delivery of the SWTP.

Delivered Scheme Scheme definition at full funding approval stage; Completed, as-built, scheme maps; Logged design iterations; Information from Project Change Control Log book.

Accountability Analysis of key project documents (e.g. completed scheme maps and the Project Control Log book) by the scheme’s Project Board with support from Herefordshire Council’s Transport Strategy team and its strategic delivery partners.

During the construction and delivery of the SWTP and post completion.

Outturn Costs Information from Project Change Control Log book; Information from Risk Register; Forecasted scheme costs at time of funding approval; Actual outturn costs once scheme is completed.

Clear need to understand basis of actual outturn costs and variations from forecast and to learn lessons which will influence the approach to costing for future projects of a similar nature, thereby helping to refine future contractual arrangements for contractors and consultants.

Compare bid capital costs with outturns, explaining reasons for any variance (in a format similar to the bid cost structure and drawing upon the change control log). Analysis of cost elements associated with risk allocation contained in bid and materialised risks (making use of the risk register and periodic risk updates).

During the construction and delivery of the SWTP and post completion.

Scheme Objective: (To support the delivery of development in Hereford as set out in the Herefordshire Local Plan Core Strategy)

The Herefordshire Local Plan Core Strategy economic growth aims; and ; Employment floorspace (sq. /feet) in in the South Wye area of Hereford.

To help understand if the completed scheme helped to support achievement of Herefordshire Local Plan Core Strategy planned growth in the South Wye area of Hereford (noting that delivery of development will be influenced by factors other than transport infrastructure and services, such as economic climate).

Collate details of development build-out from relevant departments at Herefordshire Council. Review of The Herefordshire Local Plan Core Strategy economic growth aims employment.

Before, during and post the construction and delivery of the SWTP.

Scheme Objective: (Encourage travel behaviour change, providing improved facilities for active travel including public transport)

Assessment of changes in use of active modes and public transport in South Wye area.

To help understand if the completed scheme helped to encourage use of active modes and public transport. To help understand if changes in the use of active modes have contributed to a decrease in obesity and associated health benefits in the South Wye area. To learn lessons in respect of the future approach to projects of a similar nature.

A combination of bespoke active modes demand surveys, including permanent counters and bus demand data to be provided by bus operators.

Autumn 2016; one year after scheme implementation; and five years after scheme implementation

Scheme Objective: (To improve health outcomes by encouraging and enabling physical activity)

Assessment of changes in use of active modes in the South Wye area. Assessment of change in obesity amongst children measured by data detailing the Percentage of Reception (age 4-5 years) and Year 6 (age 10-11) children who were classed as obese broken down by 2011 electoral wards.

To help understand if the completed scheme helped to encourage use of active modes which are known to bring public health benefits.

Use of existing child obesity and adult physical activity data collected by the by Herefordshire Public Health through the National Child Measurement Programme (NCMP) and Sports England through the Active People Survey respectively.

The Active People Survey is conducted bi-annually whilst the NCMP is carried out annually. The relevant data for the SWTP scheme from both these sources will be extracted for Autumn 2016; one year after scheme implementation; and five years after scheme implementation.




Measure Data to be used Rationale for inclusion Data collection methods Frequency of data collection Assessment of change in rate of physically active adults measured by data detailing the Percentage of people that participated in sport once a week under the Sports England guidelines broken down by Middle Layer Super Output Areas (MSOAs). These will be complemented by bespoke active modes demand surveys

Health data will be supported by a combination of bespoke active modes demand surveys, including permanent counters and bus demand data to be provided by bus operators.

The bespoke active modes demand surveys will be undertaken in Autumn 2016; one year after scheme implementation; and five years after scheme implementation.

Scheme Objective: (Enhance road safety by all modes at accident cluster sites within the SWTP area)

Assessment of changes in reported road traffic accidents in the South Wye area.

To help understand if the completed scheme helped to enhance road safety at accident cluster sites within the SWTP area.

Assessment of the historic accident history records in terms of locations, total number and severity to compare it to the post implementation accident statistics.

Before and after the construction and delivery of the SWTP.

Scheme Objectives: (Minimise any adverse impact of future developments by managing growth in traffic congestion and transport related emissions and noise)

Assessment of changes in road traffic volumes and journey times in the South Wye area. Assessment of nitrogen dioxide and particulate matter emitted from traffic.

To help understand if the completed scheme helped to manage the growth in traffic volumes, journey times and transport related emissions in the South Wye area.

A combination of bespoke surveys and permanent counters along with air quality and noise surveys conducted using the same method as that undertaken for the Environmental Impact Assessment submitted in support of the SLR Planning Application (May 2015).

Before and after the construction and delivery of the SWTP.

Travel Demand

Average daily and peak hour traffic flows To monitor vehicle flows. Permanent and temporary Automatic Traffic Counts (ATCs) Autumn 2016; one year after scheme implementation; and five years after scheme implementation.

Average daily, peak period and peak hour flows and turning movements by Car; Taxi; Motorcycle; Light Goods Vehicle (LGV), Other Goods Vehicle (OGV) (1 & 2); Public Service Vehicle (PSV), cycles and pedestrians.

To monitor traffic volumes and turning movements and cycle and pedestrian flows at particular junctions.

Multi-modal Manual Classified Junction Counts (MCJCs) Autumn 2016; one year after scheme implementation; and five years after scheme implementation.

Average daily, peak period and peak hour cycle flows.

To monitor cycle flows. Cycle Counters (Permanent / Long Term) and Cycle Cordon Counts Autumn 2016; one year after scheme implementation; and five years after scheme implementation.

AM peak, Inter-peak and PM Peak bus passenger volumes at selected locations in South Wye area.

To monitor local public transport demand in the SWTP area.

Bus Boarding, Alighting and Occupancy Surveys Autumn 2016; one year after scheme implementation; and five years after scheme implementation.

Bus patronage data To augment the bespoke surveys and provide the baseline quantum of bus passenger demand against which the ‘one year after’ and ‘five years after’ demand will be compared

Collected by electronic ticket machines (ETM) Subject to bus operator agreement, a minimum of three months ETM data will be used for the Baseline and ‘one year after’ and ‘five years after’ reports. The period covered by the ETM data will be consistent in all cases.

Travel Times and Reliability

Queue and delay surveys; and Overall route journey time including time on links and at junctions.

To gauge the time taken to travel on different key roads through the SWTP area and used to identify the variability of journey time across each route, direction and time period.

Collected through use of moving observer journey time surveys along a series of routes in the SWTP area.

Baseline surveys will be undertaken on at least two different weekdays over separate weeks in Autumn 2016 and will cover the following periods: AM Peak (07:30 – 09:30), Inter Peak (10:30 – 12:30) and PM Peak (16:30 – 18:30). The same surveys will be carried out one year after scheme implementation; and five




Measure Data to be used Rationale for inclusion Data collection methods Frequency of data collection years after scheme implementation.

Travel time surveys between specified timing points along the routes.

To identify average, maximum and minimum journey times and the average journey time To assess reliability through comparison between observed and scheduled travel

On-vehicle travel time surveys will be undertaken along 5 bus routes in the SWTP area.

Baseline surveys will be undertaken on Tuesdays, Wednesdays and Thursdays over three separate weeks in Autumn 2016 and will cover the following periods: AM Peak (7:30 – 9:30), Inter-Peak (10:00 – 12:00 and 14:00 – 16:00) and PM Peak (16:30 – 18:30). The same surveys will be carried out one year after scheme implementation; and five years after scheme implementation.

Impact on the Economy Employment floorspace (sq./feet) by type in the South Wye area of Hereford; Employment land availability (sq./feet) by type in the South Wye area of Hereford; Number of jobs in the South Wye area of Hereford; and

An increase in employment floorspace could demonstrate success of transport initiatives in releasing land for employment development. An increase in readily available employment land for development could be as a result of transport and access initiatives opening up sites. An increase in the number of jobs could demonstrate success in transport initiatives in releasing land for development

Total amount of employment floorspace developed by type. Employment land supply. Total number of full-time and part-time jobs.

Autumn2016; one year after scheme implementation; and five years after scheme implementation.

Carbon Traffic flows and speeds on the highway network in the SWTP area for 2016 (baseline), 1 year after opening (2023) and 5 years after opening (2027)

To monitor carbon emissions in the SWTP area.

The assessment will use the Hereford Multi-Modal Transport Model (HMMTM) to provide traffic flows and speeds on the SWTP network for the base year and forecast years for the Do-Minimum and Do-Something (with SWTP) scenarios. Emissions of carbon will be calculated using DEFRA’s Emissions Factor Toolkit for the model region. The one and five year after assessments of greenhouse gases will make use of the traffic monitoring surveys (including ATC’s, MCJC’s and journey time surveys) to update the forecast traffic flows with actual, observed data. The assessment will identify the difference between outturn results and the scheme forecasts for the SWTP area covered by the HMMTM.

Autumn 2016; one year after scheme implementation; and five years after scheme implementation.




8 DATA COLLECTION METHODS

8.1.1 Using Table 7-1 as a basis, this chapter provides further detail on the proposed data collection approaches; including assumptions being made about sample sizes, mode and frequency of data collection. A number of maps have also been included to illustrate the proposed locations of the data collection.

8.2 Survey Timescales

8.2.1 It is planned to undertake the surveys during autumn 2016 at a time which falls outside the bank holidays and local school holidays and will represent a ‘neutral’, or representative, period

8.2.2 In all cases the surveys will be repeated one year and five years after completion of the full package to assess the difference between forecast and outturn results.

8.3 Impact on Demand: Road Traffic Flows

8.3.1 Vehicle flows within the SWTP area will be monitored via a combination of permanent and temporary Automatic Traffic Count (ATC) sites and Manual Classified Counts (MCCs) at the key junctions. The survey sites are based on the fieldwork undertaken in 2012 to inform the development of the Hereford Transport Model, but amended where required to reflect the SWTP proposals.

8.3.2 All vehicle counts will be classified by vehicle type, taking into account the protocols for differentiating HGVs (i.e. goods vehicles that are above 7.5 Tonnes) from non HGVs (i.e. goods vehicles that are below 7.5 Tonnes) for goods vehicles with two axels.

ATC Data

8.3.3 Eleven permanent and temporary ATC sites will be used to record multi-modal vehicle flows for a selected period of three weeks in the SWTP area. The ATC locations are illustrated in Figure 8-1 and summarised below:

Site ATC1 (HC site HC6): A49 near junctions with Bullingham Lane and Redhill Avenue, north of railway bridge;

Site ATC2 (HE site 36537): A49 River Wye Bridge, north of A49/A465 junction;

Site ATC3 (HC site HC7): A465 South West of Northolme Road, between Tesco Store junction and Ruckhall Lane;

Site ATC4 (HC site HC4): Holme Lacy Road between Lower Bullingham Lane and railway bridge (immediately west of Rotherwas Industrial Estate);

Site ATC5 (HC site HC11): B4399 Rotherwas Access Road, east of junction with A49;

Site ATC8 (HC site HC14 & HE site 77328): A49 South of Holme Lacey Road, North of Pencroft Road;

Site ATC9 (HC site HC13): Holme Lacy Road immediately east of A49 junction and west of Hoarwithy Road;

Site ATC10 (HE site 56497): A49, north of Grafton Lane, south of A49 junction with B4399;




Site ATC12 (Temporary Site): A465, north of junction with Church Road (Goose Pool);

Site ATC13 (Temporary Site): Grafton Lane (north), on approach to junction with A49(T), south of railway bridge; and

Site ATC14 (Temporary Site): Grafton Lane (south), on approach to junction with A49(T), north of Portway and approximately 500m south of ATC10 site (not shown on plan).

Figure 8-1: Proposed locations of ATC sites

8.3.4 Traffic flows will also be extracted for periods within and outside of the designated three week survey period from the permanent ATC sites in or adjacent to the SWTP area (listed above) and from the remaining permanent ATC sites located elsewhere across Hereford in order to identify any particular anomalies in terms of traffic flows and patterns recorded during the survey period.

Multi-modal Manual Classified Junction Count (MCJC) Data

8.3.5 Multi-modal Manual Classified Junction Counts (MCJCs) will be undertaken at 8 sites over a three week period to establish traffic volumes and turning movements at particular junctions in the SWTP area. The MCJCs will cover all modes of transport (including pedestrians and cyclists) and flows will be classified by vehicle type.

8.3.6 The surveys will be undertaken for the following periods:




AM Peak (07:30 – 09:30);

Inter Peak (10:30 – 12:30); and

PM Peak (16:30 – 18:30).

8.3.7 Counts will be broken into 15-minute time intervals and the flows will be classified by vehicle type. Pedestrian and cycle flows will also be recorded at each of the MCJC survey sites to augment the Active Modes baseline data.

8.3.8 The MCJC locations are illustrated in Figure 8-2 and are summarised below:

Site MCJC2: A49(T)/Holme Lacy Road/Walnut Tree Avenue junction;

Site MCJC4: A49(T) at junction with Hinton Road (immediately south of A49/A465 junction);

Site MCJC5: A49(T)/A465 junction (known as the ASDA Junction);

Site MCJC6: A49(T) at junction with St Martins Street (immediately north of A49/A465 junction);

Site MCJC7: Straight Mile/B4399 Junction;

Site MCJC8: A49/B4399 junction;

Site MCJC10: A465/Walnut Tree Avenue/Hunderton Road (staggered) junction; and

Site MCJC12: Haywood Lane / A465 Junction.

8.3.9 Please note that MCJC4, MCJC5 and MCJC6 will aim to capture all movements at the ASDA roundabout (A465/A49 junction). Traffic flows on the A465 in the vicinity of the proposed junction between the A465 and the SLR will be captured by the permanent Automatic Traffic Count at site ATC3.




Figure 8-2: Proposed locations of MCJC sites

8.4 Impact on Demand: Active Modes

8.4.1 Walk and cycle flows within the SWTP area will be monitored through use of the MCJC surveys described above and augmented by permanent / long term cycle counters and proposed new 12 hour Cycle Cordon Counts.

Cycle Counters (Permanent / Long Term)

8.4.2 A total of six existing permanent / long term cycle counters are proposed to be used to monitor the flow of cyclists at a range of on and off road locations within the SWTP area.

8.4.3 The locations of the Cycle Counters (Permanent / Long Term) are illustrated in Figure 8-3 and are summarised below:

CC1: Great Western Way in vicinity of The Hereford Academy school;

CC2: Great Western Way Wye River Bridge (South Side);

CC3: In vicinity of Grafton (further details required on this counter);

CC4: Herefordshire Council quarterly video survey for cycle count at Holme Lacy Road/Twyford Road Junction (Feb, May, Aug, Nov survey dates - since 2012/13);

CC5: Bishops Meadow (Castle Green), just before Victoria footbridge; and




CC6: Near the Hereford Greenway Bridge (aka Sustrans Connect2 foot/cycle bridge).

8.4.4 Cycle demand data for the wider Hereford City network will be used to identify changes in local public transport demand. This will enable comparison with the changes in demand identified in the South Wye area.

Figure 8-3: Proposed locations of Permanent Cycle Counter Sites

Cycle Cordon Counts

8.4.5 Cycle Cordon Counts are being proposed to be used to monitor the flow of cyclists at four additional on-road locations within the SWTP area. These are required to augment the data collected by the primarily off-road permanent cycle counters.

8.4.6 The locations of the four proposed 12 hour Cycle Cordon Counts are illustrated in Figure 8-4 and are summarised below:

CCC1: A49(T) at Bullingham Lane Junction;

CCC4: A465 Belmont Road, at Oval Crossing, Beattie Avenue Junction;

CCC5: Holme Lacy Road/Hinton Road/Winston Road junction; and

CCC7: Holme Lacy Road at junction with the Hereford Greenway walking and cycling route.




Figure 8-4: Proposed locations of 12 hour Cycle Cordon Counts Sites

8.5 Impact on Demand: Public Transport

8.5.1 It is proposed that bus demand data will be collected through:

Passenger boarding, alighting and occupancy surveys at selected bus stops; and

Patronage data provided by individual bus operators

Bus Boarding, Alighting and Occupancy Surveys

8.5.2 Boarding, alighting and bus occupancy surveys will be undertaken at four bus stop locations within the SWTP study area. These are:

Inbound:

A49(T) at bus stop north of Walnut Tree Avenue junction; and

A465 at bus stop north of Walnut Tree Avenue junction.

Outbound:

A465 at bus stop south of junction with Priors Walk; and

A49(T) at bus stop north of Walnut Tree Avenue junction.

8.5.3 The at-stop counts will be undertaken when each bus calls at a surveyed bus stop and will record the number of people boarding and alighting as well as a head count of people on the bus at the time of departure. When no one is waiting to board, enumerators will ensure buses stop so they are able to undertake the headcounts.




8.5.4 The surveys will be undertaken in the AM peak (07:30 – 09:30), Inter-peak (10:00 – 12:00 and 14:00 – 16:00) and PM Peak (16:30 – 18:30) on a rotational basis over the three survey weeks on a Tuesday, Wednesday and Thursday to ensure each stop is enumerated three times on all three days over the study period.

8.5.5 Figure 8-5 below, illustrates the locations of the at-stop surveys.

Figure 8-5: Proposed locations of the at-stop surveys

Bus Operator Data

8.5.6 Subject to bus operator agreement, bus patronage data collected by electronic ticket machines (ETM) will be used to augment the bus passenger counts and provide the baseline quantum of bus passenger demand against which the ‘one year after’ and ‘five years after’ demand will be compared. Given the commercially sensitive nature of the data, it is proposed to use the baseline demand data as an “index” against which the post implementation demand will be compared.

8.5.7 Bus demand data for the wider Hereford City network will be used to identify changes in local public transport demand. This will enable comparison with the changes in demand identified for South Wye services.

8.6 Travel Times: Highway Journey Time Data

8.6.1 Travel time on the highway network will be collected through use of moving observer journey time surveys along a series of routes in the SWTP area. This will provide an




accurate representation of the time taken to travel on different key roads through the SWTP area during the weekday morning, afternoon and inter-peak periods.

Car Journey Time Surveys

8.6.2 Car Journey Time Surveys (CJTSs) will be undertaken in both directions along the following three routes:

Route 1a/1b (CJTS1a/1b): A465 South West Corridor - Newmarket Street incorporating the A465, Walnut Tree Avenue, Holme Lacy Road, Hinton Road, A49 as far as Edgar Street Island;

Route 2a/2b (CJTS2a/2b): A49(T) South Corridor - Newmarket Street incorporating the B4399 (Rotherwas access road), A49, Walnut Tree Avenue, A465, A49 as far as Edgar Street Island; and

Route 3a/3b (CJTS3a/3b): Holme Lacy Road South East Corridor – Edgar Street incorporating Holme Lacy Road, A49(T) as far as Edgar Street Island.

8.6.3 These routes are illustrated in Figure 8-6 below.

Figure 8-6: Proposed car journey time survey routes

8.6.4 The surveys will be undertaken on at least two different weekdays over separate weeks. A minimum of six runs in each direction will be undertaken and will cover the




following periods: AM Peak (07:30 – 09:30), Inter Peak (10:30 – 12:30) and PM Peak (16:30 – 18:30).

8.6.5 The journey time surveys will measure the following elements of a typical journey:

Free-flow link travel time (when moving at average vehicle speed);

Time spent queuing on approaches to junctions;

Time taken to negotiate each junction; and

Overall route journey time including time on links and at junctions.

8.6.6 The survey data will also be used to identify the variability of journey time across each route, direction and time period, using standard statistical measures such as Standard Deviation and the ‘coefficient of variation’ and variation form the true mean.

8.6.7 In addition to the journey time surveys, queue and delay monitoring will be undertaken using the video footage from the multi-modal MCJC surveys at the key junctions in the study area (see Figure 8-2 for the locations of these surveys). These will help to identify the scale and cause of location specific delays.

8.7 Travel Times: Public Transport Journey Time Data

8.7.1 On-vehicle Public Transport Journey Time Surveys (PTJTSs) will be undertaken along the bus routes operating between the SWTP area and Hereford City Centre. The surveys will collect the following data:

Travel time between each bus stop and between specified timing points along the routes;

Bus stop dwell; and

Overall travel time including time taken at bus stops and junctions.

8.7.2 The survey data will be used to identify the baseline performance of the surveyed bus services in terms of the average, maximum and minimum journey times and journey time variability. Reliability will also be assessed through comparison between observed and scheduled travel times between published timing points.

8.7.3 The surveys will be undertaken on Tuesdays, Wednesdays and Thursdays over three separate weeks. A minimum of six runs in each direction will be undertaken and will cover the following periods: AM Peak (7:30 – 9:30), Inter-Peak (10:00 – 12:00 and 14:00 – 16:00) and PM Peak (16:30 – 18:30). The bus routes selected for the travel time surveys will be chosen to provide representative coverage of major services between the SWTP area and Hereford. The majority of the commercial bus services in the area are now operated by Yeoman’s Canyon Travel, following the September 2015 withdrawal from Hereford City bus operations of First Group Limited.




8.8 Impact on the Economy

8.8.1 The wider economic benefits of the SWTP on the economy will be monitored using the metrics and indicators provided in Table 7-1. The outputs will be reported in the “one-year” and “five-year” after reports following completion of the SWTP. Table 8-1 below outlines in further detail how the SWTP’s Impact on the Economy will be measured.

Table 8-1: Indicators for how the SWTP's Impact on the Economy will be measured

Theme Indicator Measure Indicator Description Data Source Used

Employment – Hereford Enterprise Zone

Employment floorspace (sq./feet) by type in the

South Wye area of Hereford.

Floorspace (sq./feet)

The increase in employment floorspace within the Hereford Enterprise Zone could demonstrate success in transport initiatives in releasing land for development in this area which has been prioritised for employment growth. Monitoring the type of employment development will help to demonstrate success in achieving the aims for the HEZ, including in creating high quality places that promote higher value employment types in Herefordshire.

Total amount of employment floor space by type developed in the HEZ

Employment land availability (Ha) in the South Wye area of Hereford. Employment land availability (Ha)

Potential employment sites could have a number of constraints to make them undevelopable in the short term, including transport and access constraints as has been the case with the HEZ. An increase in readily available employment land for development in the HEZ could be as a result of transport and access initiatives opening up sites.

Employment land supply in the HEZ

Employment land availability Employment land availability (Ha)

The Herefordshire Local Plan Core Strategy includes 5Ha of employment development within the Hereford Southern Urban Extension at South Bullingham (in the SWTP area). The achievement of this additional employment land could demonstrate success in transport initiatives in releasing land for development in the Hereford Southern Urban Extension.

Employment land supply in the Hereford Southern Urban Extension.

Employment/ Prosperity

Number of additional jobs in HEZ and within the Hereford Southern Urban Extension Number of additional jobs

The increase in the number of jobs in the HEZ and the Hereford Southern Urban Extension could demonstrate success in transport initiatives in releasing land for employment and economic growth in areas identified for this purpose by the Marches LEP, SEP and the Herefordshire Local Plan Core Strategy

Total number of additional full-time and part-time jobs in HEZ and within the Hereford

Southern Urban Extension




8.9 Carbon

8.9.1 The assessment will use the Hereford Multi-Modal Transport Model (HMMTM) to provide traffic flows and speeds on the SWTP network for the base year (2016) and forecast years for the Do-Minimum and Do-Something (with SWTP) scenarios. Emissions of carbon will be calculated using Defra’s Emissions Factor Toolkit for the model region.

8.9.2 The one and five year after assessments of greenhouse gases will make use of the traffic monitoring surveys (including ATCs, MCJCs and journey time surveys) to update the forecast traffic flows with actual, observed data. The assessment will identify the difference between outturn results and the scheme forecasts for the SWTP area covered by the HMMTM.

8.10 Impact on Health

8.10.1 The assessment will use a combination of active modes demand data (see Section 8.4); information on child obesity collected on a regular basis by Herefordshire Public Health; and data detailing the rate of physically active adults in the South Wye area collected by the bi-annual Active People Survey.

8.10.2 The health metrics for the SWTP will include:

Percentage of Reception (age 4-5 years) and Year 6 (age 10-11) children who were classed as obese; and

Percentage of people that participated in sport once a week under the Sports England guidelines.

8.10.3 It is recognised that there are, and will be, a range of non-transport influences on public health that may mask, reduce or increase the benefits of increased physical activity brought about by improvements to walk and cycle infrastructure. As such it is important that the information on public health in the South Wye area is seen in the wider context of changes in public health in Hereford and Herefordshire. This will include recognition of other (non-transport) influences and/or public health initiatives which may be of greater significance in influencing public health.

8.11 Counterfactual Data

8.11.1 Following feedback from the DfT on the initial draft of the SWTP’s MEP, additional data for areas outside South Wye was identified to provide counterfactuals. The aim being to help determine the extent to which the scheme is actually delivering change or whether change is happening regardless. The counterfactual data is now included in the data collection methodology.

8.11.2 It is possible to collect counterfactual data from existing sources (i.e. data that will already be collected regardless of the SWTP scheme) for the following measures:

Impact on Demand: Public Transport;

Impact on Demand: Active Modes;

Impact on Demand: Road Traffic Flows;

Travel Times: Public Transport Journey Time Data;




Impact on Road Accidents;

Impact on Air Quality; and

Impact on Health.

8.11.3 It is proposed to collect the counterfactual data in parallel with the planned data collection to directly monitor the SWTP scheme.

8.11.4 Table 8-2 below provides details of the counterfactual data sources. Please note that existing sources of data (i.e. data that will already be collected regardless of the SWTP scheme) are proposed to be used and no additional bespoke surveys are planned.

Table 8-2: Proposed Counterfactual Data Sources

Measure Counterfactual Data Source

Impact on Demand: Public Transport

Bus patronage data for appropriate local bus services operating north of the River Wye

Impact on Demand: Active Modes

Cycle count data from permanent/long-term Cycle Counters located north of the River Wye. See Figure 8-7 for potential locations.

Impact on Demand: Road Traffic Flows

Traffic count data from permanent/long-term Automatic Traffic Count (ATC) sites located on roads north of the River Wye (excluding roads directly impacted by the Hereford City Centre Transport Package (HCCTP)). See Figure 8-8 for potential locations.

Travel Times: Public Transport Journey Time Data

Herefordshire Council (HC) standard bus journey time data and/or bus punctuality data for appropriate services that operate north of the River Wye.

Impact on Road Accidents Personal Injury Collision (PIC) data for the Hereford City area north of the River Wye (excluding roads directly impacted by the HCCTP).

Impact on Air Quality HC standard air quality data for areas north of the River Wye (excluding roads directly impacted by the HCCTP).

Carbon HC standard traffic flow and traffic speed data for roads located north of the River Wye (excluding those directly impacted by the HCCTP) to be used to calculate carbon emissions using DEFRA’s Emissions Toolkit.

Impact on Health Equivalent health data for the suggested metrics will be collected for areas of the City of Hereford north of the River Wye, and comparable urban areas in Herefordshire.




Figure 8-7: Cycle Count Site locations in Hereford




Figure 8-8: ATC Site locations in Hereford

8.11.5 Please note that other infrastructure schemes due to occur within the wider Hereford and Herefordshire area may impact on the counterfactual data. One known scheme which may impact the reliability of the counterfactual analysis is the HCCTP which includes a package of multi-modal measures in Hereford city centre. Although no counterfactual data will be collected directly within the HCCTP scheme area, the completion of the scheme may have an impact outside the city centre, for example, the improved infrastructure for cyclists and public transport users in the city centre may encourage greater use of these modes for journeys to the city.




9 RESOURCING AND GOVERNANCE

9.1 Introduction

9.1.1 This Chapter presents the resources set aside for the monitoring of the SWTP project and the governance arrangements that will be implemented to ensure that monitoring and evaluation is undertaken robustly and in order to assure quality.

9.2 Resourcing

9.2.1 To support the core SWTP project team, we have access to a range of support services. Herefordshire Council’s strategic delivery partners Balfour Beatty Living Places and WSP | Parsons Brinckerhoff will provide their expertise and experience in the provision of required services.

9.2.2 In addition, Herefordshire Council’s Transport Strategy team undertakes monitoring for the LTP progress reporting and can provide expert support on the collection, collation and analysis of network level monitoring data. These services will be called on to support the project team in the on-going monitoring of the SWTP and the end of programme reporting. The resources and budget assigned for monitoring and evaluation purposes will be finalised following the approval of this Monitoring and Evaluation Plan.

9.3 Governance

9.3.1 The governance, project management and monitoring for the SWTP is based on PRINCE2 principles, which also underpin Herefordshire Council’s governance arrangements. The Project Organogram is presented overleaf (Figure 9-1).

9.3.2 The scheme is overseen by the Herefordshire Council Major Infrastructure Delivery Board (MIDB) to whom the SWTP’s Senior Responsible Owner (SRO) and Project Manager report on a monthly basis. The MIDB is responsible for the development and delivery of major schemes across Herefordshire (including the SWTP).

9.3.3 The Director for Economy Communities and Corporate has mandated the MIDB to act as the commissioning gateway and management mechanism for Major Commissions to BBLP (and others as appropriate). The MIDB principally oversees the delivery of Highways projects (>£500,000) which have the involvement of BBLP (other schemes may be included by exception).




Figure 9-1: Programme Governance Structure

9.3.4 The monitoring function will form a specific element of the delivery team and progress will be reported via the Project Manager to the Project Board.

9.4 Quality Assurance

9.4.1 The delivery of the SWTP Monitoring and Evaluation Plan will be undertaken within Herefordshire Council’s Quality Management System including:

Herefordshire Council Cabinet

PROJECT BOARD

Major Infrastructure Delivery Board

Senior Responsible Officer (SRO) (xxxxxxxx – Assistant Director)

Project Manager (xxxxxxx – Head of Infrastructure

Delivery)

Planning Consultation and

Engagement

Business Case Development

Design Construction

Procurement, Legal and Finance

DELIVERY TEAM

Transport Policy & Business Case Development: xxxxxxx

Communications, Consultation & Engagement: xxxxxxxx

Planning: xxxxxxxxxx Property: xxxxxxxxxx

Design: xxxxxxxxxx

Legal: xxxxxxxxxx

Finance: xxxxxxxx/xxxxxxxxxxx

Construction: xxxxxxxxxxx

Monitoring and Evaluation: xxxxxxxxxx/xxxxxxxxxxx




Each of the agreed monitoring stages will be overseen by Jeremy Callard, the nominated Monitoring Plan Manager. This will involve routinely assessing progress (at which point relevant stage plans will be updated) and reviewing the stage status;

Where stage status is examined and there are no threats to stage or programme tolerances, the Monitoring Plan Manager will not need to take any necessary corrective actions; and

Where a threat to stage or programme tolerances is identified, the Monitoring Plan Manager will escalate this issue to the Project Manager. This is then expected to lead to a request for an exception report, which will be prepared by the Monitoring Plan Manager and be considered and agreed by the Project Board.




10 NEXT STEPS

10.1.1 Following consideration of the Draft MEP by the DfT and the incorporation of agreed changes, the key dates and deliverables associated with the delivery of the MEP will be as follows:

Survey planning & commissioning: Spring 2016;

Baseline data collection: September – October 2016;

Baseline data reporting: December 2016;

SWTP completion: Autumn 2021;

One Year After monitoring: Spring 2023;

One Year After reporting: Summer 2023;

Five Years After monitoring: Spring 2027; and

Five Years after reporting: Summer 2027.

10.1.2 The one year and five years after monitoring will be undertaken in neutral months. These milestones will be included within the overall programme which is set out in the Management Case.


swtp monitoring and evaluation plan

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