Documents

Guidance documents - Expert

TAG unit 3.9: Detailed Guidance on Major Scheme Appraisal in Local Transport Plans

There are six modules within this section:

3.9.1: MSA - Assessment Against Central Government Objectives

3.9.2: MSA - Cost Benefit Analysis

3.9.3: MSA - Risk Analysis [see The Estimation and Treatment of Scheme Costs - Unit 3.5.9]

3.9.4: MSA - Optimism Bias [see The Estimation and Treatment of Scheme Costs - Unit 3.5.9]

3.9.5: MSA - Decongestion Benefits

3.9.5d: Road Decongestion Benefits- Draft - coming soon

3.9.6: MSA - Audit Trail

Unit 3.9.6: MSA - Audit Trail

April 2004

pdf icon Unit 3.9.6 (Adobe Acrobat - 91KB)

 

1.1 Introduction

2. Further Information

3. References

4. Document Provenance

 

1.1 Introduction

1.1.1 An audit trail from assumptions, mode choice model outputs, and costs to the Public Accounts (PA) and Transport Economic Efficiency (TEE) tables and full cost benefit analysis is required for all public transport schemes. If TUBA has been used, the Department will wish to see electronic input and output files. Where, following agreement with the Department, a TUBA equivalent approach has been used, promoters should submit a workable Excel spreadsheet (i.e. not hard coded except where necessary). This would enable an appraisal of all aspects of the PA and TEE tables to be made and sensitivity to be applied to certain assumptions such as changes to the build-up of patronage in the earlier years and changes to growth rate assumptions.

1.1.2 A preferred format is as follows:

Sheet A would contain all the assumptions included in the model by peak and off-peak where relevant:

  • Discount rate
  • Opening year
  • Base year
  • Project life
  • Forecast year
  • Annualisation factors
  • Patronage (Car Available (CA) & Non Car Available (NCA)) growth rates
  • Demand build-up
  • Generated demand factor
  • Price / earnings indices used
  • Values of time
  • Value of time growth
  • Accident rates
  • Fuel taxation

Sheet B would contain mode choice model outputs by peak and off-peak where relevant:

  • Scheme passenger demand from CA, NCA, car, bus, rail, etc.
  • Revenues from CA, NCA, car, bus, rail, etc. transfers
  • Average fares
  • Time savings CA, NCA, car, PT
  • VOC fuel savings
  • VOC non-fuel savings
  • pcu km removed
  • Fuel savings (for duty and VAT effects)
  • Other public sector financial effects

Sheet C would contain costs schedules over the period of the scheme:

  • Capital cost schedule
  • Operating cost schedule
  • Renewal costs schedule

Sheet D (linked to Sheets A, B and C) would contain forecasts in a cash flow format over the period of the scheme by peak and off-peak where relevant. These may be presented in separate sheets - reflecting different scenarios:

  • Capital costs
  • Operating costs
  • Competing mode operating costs and revenues
  • Renewals costs
  • Forecast patronage
  • Forecast revenues
  • User time savings
  • User accident savings
  • User VOC savings
  • Non-user benefits
  • Public sector financial impacts
  • Discounted cash flow of annual totals of the above

All of the above in money terms and market prices except patronage

Sheets E and F would be the Public Accounts and Transport Economic Efficiency tables comparable to the Public Accounts and TEE tables as output by TUBA.

2. Further Information

The following documents provide information that follows on directly from the key topics covered in this TAG Unit.

For information on: See: TAG Unit number:
TEE Tables The Environment Objective 3.5

3. References

DfT (2003) Transport Users Benefit Appraisal (TUBA) User Manual, TUBA User Guidance with accompanying TUBA software

4. Document Provenance

This Transport Analysis Guidance (TAG) Unit is based on Annex F of Major Scheme Appraisal in Local Transport Plans: Part 1 Detailed Guidance on Public Transport and Highway Schemes (DfT, 2003).

Technical queries and comments on this TAG Unit should be referred to:

Economics of Local Transport & General (EcLTG) Division
Department for Transport
Zone 3/14 Great Minster House
33 Horseferry Road
London
SW1P 4DR
ecltg@dft.gsi.gov.uk
Tel 020 7944 2518
Fax 020 7944 2207

Updated: April 2009