TEA Cost Action no Transport Equity Analysis: Assessment and integration of equity criteria in transportation planning. Bruxelles, April 10

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1 TEA Cost Action no Transport Equity Analysis: Assessment and integration of equity criteria in transportation planning Bruxelles, April 10

2 Contents Transport equity background Objectives and contribution Innovation and technologies Pilot case studies Stakeholder engagement ESR and PhD students participation Work plan by WG MC: Management organization WG1 : Identify applied equity indicators (stakeholders feedback) WG2: Methods for problem solving: Use of new technologies WG3: Equity issues and challenges in the decision-making process WG4: Dissemination

3 Section: A - SCIENCE AND NETWORKING Transport equitybackground With depleting resources and increasing mobility needs, equity should play a constitutive role in transport provision, similarly to education and health care, where equity considerations form part of everyday decision-making Current state-of-the-art approaches are based on: the concept of value of time presenting side-by-side equity considerations (e.g., winners and losers tables) and monetized impacts (FP-6 Heatco) equity-efficiency trade-offs thus diminishing the value of intergenerational equity and future human capital

4 Section: A - SCIENCE AND NETWORKING Objectives and contribution Integral framework -To develop an approach to embed equity assessmentas an integral part of the evaluation of transport investments and policies Welfare measure -To replace the traditional measure of value of timethat favors better-off social groups with welfare measures that also cater for the needs of more vulnerable social groups Multiple equity considerations -To explore the concept of social justice in transport to consider multiple equity issues from a sociotechnical perspectiveincluding accessibility (EC, 2010), service provision and quality, pricing, energy and environmental resources

5 Section: A - SCIENCE AND NETWORKING Innovation and Technologies Embedding equity considerations into the evaluation of transport investments necessitates toolsthat can accommodate horizontal, vertical, spatial and intergenerational equity dimensions Agent-based models -a powerful tool for spatial and inter-generational equity evaluationby means of synthetic future population generation and simulation of individual behaviour (AMMUA equity development) GIS mapping tools - communicate equity spatiotemporal trends in a clear, coherent and transparent manner ITS instruments -provide unprecedented data quality, essential for integrating equity criteria in transport policies Multi-criteria decision making -encourages directinvolvement (and commitment) of stakeholders and combines qualitative and quantitative analysis (Workshops with focus groups, questionnaire)

6 Section: B - IMPACT Pilot case studies Pilot case studies have great potential in: Putting equity evaluation on the agenda of transport policy makers Understanding stakeholders needs in terms of transport equity issues Identifying methodological strengths and challenges Transferring best practice of equity assessment in the context of EU evaluation frameworks social, transport and environment

7 Section: B - IMPACT Pilot case studies Proposed case studies: Madrid -demonstrates how TEA Action will facilitate the integration of social development and equity indicators in Transport measures London/Tel-Aviv -demonstrate how TEA Action will increase the match between transport system and activity space and mobility needs Paris/Toronto demonstrates how TEA Action will help to identify vulnerable groups in terms of transport equity Utrecht-demonstrates how TEA Action will help to identify the relevance of transport issues even in a well connected urban region Aachen-demonstrates how TEA Action will identify the relevance of transportation system in people s lives, specially in smaller town

8 Section: B - IMPACT Stakeholder engagement Long-term relationships -TEA participants comprise researchers who work regularly and in close contact with practitioners Direct involvement -TEA directly involves transport, urban planning authorities and social agencies: Israel Ministry of Transport, Greek Ministry of Education, Public Transport Authority of Madrid and Bari, end-users associations and delivery agencies for disadvantaged groups (Merseytravel and Centro), WHO, Environmental Agency, DG- Move Communication and knowledge dissemination -TEA participants have a long term experience of delivering EU, national and regional government projects in transport, planning, health, education, urban regeneration, housing

9 Section: C - STRUCTURE AND ORGANISATION ESRand PhD students participation Early Stage Researcher (ESR) play a key role in TEA Action: more than 50% of current ESR with a PhD participating in TEA Action will be involved in the management committee. Direct involvement of ERS and PhD students from several disciplines in TEA Action WG organization. They will be invited to assume co-chair responsibility for each TEA-WG. Participation of young scientistsis encouraged through short-term scientific missions. Short Term Scientific Missions (STSMs) are oriented to undertake pilot case studies involving one or more young scientists

10 Section: C - STRUCTURE AND ORGANISATION Work plan Scientific contributions within 4 Working Groups together linked (bringing together multi-disciplinary and multi-national teams) Administrative management (MC) WG1 Identify applied equity indicators (stakeholders feedback) WG2Methods for integrating equity criteria in assessment practices: Use of new technologies WG3Equity issues and challenges in the decision-making process (practitioners engagement) WG4 Dissemination

11 Year (Mo) (6) 1 (12) (18) 2 (24) (30) 3 (36) (42) 4 (48) MC: Administrative management WG1: Identify applied equity indicators WG2:Methods for integrating equity criteria in transport assessment WG 3: Equity issues in decision making process Stakeholders transport operators, urban planning authorities and social agencies Pilot case studies Madrid Paris London Tel Aviv Toronto Utrecht Aachen WS-1: Indicators WS-2: Assessment WS-3: Equity tools and new technologies WS-4 Methodology for equity evaluation Final conference TEA Action Guidebook WG 4: Dissemination activities Management Committe-70% women and 50 % ESR

12 Milestone number Milestone name Working group(s) involved Expected date Means of verification M1 Website 4 Month 3 ( August 2013) Website in operation Preparatory meeting 1,3,4 Month 2-4 (Madrid?) Stakeholders data base M2 Workshop 1. to identify relevant equity approaches 1, 3, 4 Month 6 December 2013, TEL AVIV Workshop minutes M3 Preparatory meeting Literature review on transport equity approach and indicators 1, 2 Month 14 (April 2014) PARIS-TRA and WIIT Report 1 M4 Workshop 2: to discuss the results of the assessment and to bring together different data and evidence 2, 3, 4 Month 20, October Case study location) Report 2 M5 M6 M7 M8 Call for papers for attracting ESR and preparatory meeting for WS3 Workshop 3. Equity tools and new technologies implementation to pilot case studies Workshop 4. Methodology for equity consideration in transport policies evaluation in pilot case studies Summer Training school (not included in MoU) All. W.G. Month 24-M28 London July 2015, IATBR 2, 3, 4 Month 30 Case study location, October , 4 All WGs Month 36, Case study location April 2016 Month 40, Summer 2016 TEA Action guidebook All WGs Month 48 (Brussels, May 2017 Special issue on Equity and Transport in Transport Policy. Workshop Minutes Workshop Minutes ESR participation Submission of Report 3 and guidebook

13 Section: C - STRUCTURE AND ORGANISATION Management Committee Board Executive group including Cost Action and WGs chairs WG annual meetings evaluation of the activities carried out by participating members discussion and presentation of state-of-the-art reviews Knowledge and results transfer plans to practitioners Gender issuesare presented in an innovative way with a key role for female specialists within the Action and the organization of an international conference dedicated to gender issues (WIIT, April 2014), equity and transport Involvement of young scientists in each WG, position of Chair or co- Chair kept for them

14 Section: D - CONTRIBUTION TO WIDER COST GOALS WG 1 Identify applied equity indicators (stakeholders feedback) Tackle equity issues, providing methodsand toolsthat can be used for policy assessment. Task 1:understanding the needs of stakeholders and practitioners in terms of transport equity issues and transferring best practice of how to measure and monitor their performances. (Workshop 1) Task2: quantification of the distribution of transport-related benefits for equity assessment Task 3: identification of equity indicators to provide to stakeholders and practitioners the definition that should be considered in transport for linking distributional factors and accessibility to key life activities(workshop 2)

15 Section: D - CONTRIBUTION TO WIDER COST GOALS WG 2 Methods for problem solving: Use of new technologies Tools for embedding equity considerationsinto the evaluation of transport policies: Task 1:equity impact assessment of various types of transport projects and policies, such as ITS in Public transport, road pricing implementation Task2: Use of the activity-based modelling paradigm and agent-based microsimulation tools (AMMUA)in transport equity analysis, to detail the impacts on different socio-demographic groups over time and space Task 3:adoption of GIS mapping tools and ITS instrumentsprovide clear, coherent and transparent data, essential for integrating equity criteria in transport policies (Workshop 3)

16 Section: D - CONTRIBUTION TO WIDER COST GOALS WG 2 Example Using connectivity to measure spatial and vertical equity in transit provision (Copenhagen)

17 Section: D - CONTRIBUTION TO WIDER COST GOALS WG 3 Equity issues and challenges in the decision-making process Devising a methodology that links equity indicators and quantifies the gains of accessibility in a systematic way: Task 1:Putting equity evaluation on the agenda of transport policy makers Task 2: Pilot case studies analysis and comparison (Workshop 4) Task 3:Transferring best practice of equity assessment in the context of EU evaluation frameworks social, transport and environment Task 4:combination of knowledge of social justice, activity-based modeling and social welfareto analyze equity implications of transport policies and investments.

18 Analysis of equity measures WG 3: Scheme The use of Activity Based Models for equity analysis Decision Makers Input Use of Value of Accessibility Modeling and Analysis framework case studies Evaluation and alternative approaches Synthesis and guidelines

19 Section: C - STRUCTURE AND ORGANISATION WG 4 Dissemination Organization: Dissemination Board constitution Task 1: Interactive TEA website development, enabling information exchange with stakeholdersand the research community, enlargeable to new TEA COST Action participants Task 2: support fororganizing of workshops withstakeholders and transport planners meeting jointly within. Task 3: Stakeholders data base constitution Task 4:Call for papers on transport and equity followed by a Special issue of Transport Policy Task 5:Guidelines about the assessment of social welfare measures and the quantifications of the gains of accessibility in a systematic way. Task 6: Organization for the Final Conference

20 Conclusion and contribution of TEA Action Tel-Aviv Metropolitan area (Benenson, I., K. Martens et al. 2011) Source Transport for London Integral framework -to embed equity assessment in the evaluation of transport infrastructure and policies Direct impact-concrete solutions for practitioners and end-users (smartcard equity evaluation, commuting/non-commuting mobility needs, evaluation of GPS navigation apps, and real infrastructure /equity) Welfare measure -To replace the measure of value of timewith welfare measures that also cater for the needs of more vulnerable social groups Multiple equity considerations - To explore the concept of social justice in transport from a socio-technical perspectiveincluding the distribution of the accessibility to Key- life activities (i.e. employment) (EC, 2010)

21 THANK YOU TEA Action Countries France, Germany, Israel, Spain, The Netherlands, Belgium, United Kingdom, Denmark, Portugal, Hungary, Greece, Italy, Poland, Estonia, Malta. Non- Cost Member: Canada TEA ActionPractitioners