Canadian Guidelines for the

Transcription

1 ACT Canada Canadian TDM Summit Canadian Guidelines for the Measurement of TDM Initiatives November 18, 2009 David Kriger, HDR itrans 1

2 Study information Transport Canada Study: Canadian Guidelines for the Measurement of TDM Initiatives User s s Guide Technical Report Many thanks to Transport Canada team: Lisa Goodlet David MacIsaac Claudie Ouellet Eric Sévigny Guidelines prepared by Allison Clavelle ll and David Kriger (HDR itrans) with Geoff Noxon (Noxon Associates) Peer Advisory Committee Allison Cook, City of London Claude d Anjou, Mobiligo Catherine Habel, Metrolinx Sharon Lewinson, Commuting Solutions Sabine Schweiger, City of Whitehorse 2

3 1. Education, promotion and outreach Branding and positioning Information and education Targeted marketing Special events Recognition and rewards 3

4 2. Travel incentives and disincentivesi Ridematching Guaranteed ride home Traveller information services Road or motor vehicle use pricing Transit pricing Workplace-based School-based Site specific TDM supportive facilities 4

5 Canadian context Some measurement being done UTSP EcoMOBILITY Individual organizations Real need for measurement strategy and tools for practitioners Agencies lack resources, data, and knowledge for measurement 5

6 Transport Canada project Project sponsored by Transport Canada To help organizations conducting TDM initiatives to measure impacts and evaluate progress towards goals Three research activities: Literature review Survey of practitioners Consultation Development of guidelines 6

7 Applications Fulfill requirements for funding and reporting Develop measurement strategy Enable defensible method for reporting Enable reporting on progress towards goals / targets Maximize i value of test t / pilot initiatives iti Inform policy-making and program design Develop dependable results to engage the private sector Work towards establishment of Canadian database The reason for measuring determines what types of things we actually measure 7

8 Expected users Regions, municipalities, TMAs, others Engineers, marketers, planners, and others Technical background and non-technical 8

9 Framework is key Why a framework, why not just measure? Measurement integrated in project planning Targeted approach Step-by-step approach Applicability to all practitioners engineers, marketers, planners, and others Promotes consistency between programs with different scopes and goals 9

10 1. Define Goals of Program Evaluation process 2. Identify Target Groups 3. Identify TDM Initiatives to be Measured 4. Choose Assessment Levels 5. Choose Indicators and Measurement Strategy 6. Determine Baseline Start in program planning stage Some overlap with program planning activities: Program goals 7. Set Targets Target groups 8. Collect Data Baseline v. Context Scan 9. Evaluate Program Identify TDM initiatives 10

11 Step 1 3: Setting the stage Step 1 Define goals Step 2 Identify target groups Step 3 Identify TDM initiatives to be measured What we measure determines the data we need and the method 11

12 Steps 4 & 5: Assessment levels and indicators Step 4 Choose Assessment Levels Step 5 Choose Indicators and Measurement Strategy 12

13 Step 4: Choose assessment levelsl Four groups: Framework/Background S System Conditions P Personal Information Outputs A Activities undertaken B Customer satisfaction Outcomes Context assessment: Assess outside influences Gather data for calculations May overlap with project planning activities C Awareness Performance assessment: D Participation Assess against goals E Short-term change Data and indicators for some F Long-term change levels may feed into calculations for other levels G Personal impact H System impact Effectiveness I Financial effectiveness 13

14 Assessment levels Outputs Assess the activities and processes, rather than the impacts Outcomes Effects of program on target groups Effectiveness Value for investment 14

15 Step 5: Indicators and measurement strategy Choose indicators for each chosen assessment level Context indicators, progress indicators Progress Indicators must: Align with your goals Be appropriate for the type of initiative Have a suitable level of complexity Fulfill your funding requirements Be measurable Meet calculation requirements Build measurement strategy: When, what, where, how to measure 15

16 Key indicators - KT Need a way to measure activity KT = Kilometres Travelled Could be: V vehicle (typical) T transit A active Building block of other indicators 16

17 Steps 6 8: Data and targets Step 6: Determine Baseline Collect complete data set for indicators Collect before data to measure against Use baseline data to develop survey or focus group strategy to limit data collection costs Step 7: Set Targets Set a target and time frame for each key indicator Step 8: Collect Data 17

18 Step 8: Data collection Different levels/types of data collection Tier 1 Variables: Direct data Tier 2a Variables: Surveys and stated preference Tier 2b Variables: Databases and outside sources Tier 3 Variables: Model outputs OD (travel behaviour) surveys can be an important data source Can use combination of Tier 1 and Tier 2b or Tier 3 18

19 Indicator relationships Overall cost Benefit/Cost Productivity Employee Satisfaction Employee Retention Personal Cost Auto maintenance and charges Capital Costs and Maintenance Health Care Cost GHG Health: Collisions Parking costs Deferred investment Cost of fuel Change in collisions Health: Air Quality / CAC Health: Activity Time Saved Fuel price Change in volume Fuel consumed VKT AKT TKT Parking surveys Vehicle Occupancy Mode split x / y / y (Sum to 100%) Mode shift from mode X to other modes (Δ, trips, %) Transit trips (ridership) Average Distance Traveled mode X Trips by mode X Average distance traveled per trip Attitudinal Surveys Vehicle travel time surveys Tier 1 data Counts ATRs Reports OD Surveys Transit pass sales (voluntary) Statistics and Sources (regional models, statistics Canada) 19

20 VKT Calculating VKT Sample Mode shift from mode X to other modes (Δ, trips, %) Average Distance Traveled mode X Method 1 Mode split x / y / y (Sum to 100%) Trips by mode X Average distance traveled per trip OD Surveys 20

21 Evaluating GHG GHG Emissions Urban Transportation Emission Calculator (UTEC) Local inputs VKT 21

22 Evaluating Health Care cost Health Care Cost Factor Health: Collisions Change in collisions Factor VKT 22

23 For more information: Guidelines will be available soon on Transport Canada's Website 23

24 Questions? 24

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