A methodology towards implementing and monitoring municipality’s contribution to effective and sustainable transport in South Africa Prof. I.M. Schoeman Email: ilse.schoeman@nwu.ac.za July, 2017

2. Motivation Transportation plans and development without supporting decision making systems, remains only goals and objectives. Enhance (inform) decision making: Transportation system; Infrastructure development. Enable interface management between transportation instruments. Address the challenges in the strategic instruments.

3. Aim To present a methodology towards implementing and monitoring municipality’s contribution to effective and sustainable transport in South Africa Promote integration & articulation of the transport interfaces between the different strategic instruments. Assess the effectiveness and determine the implementing and monitoring gaps applicable (on municipality level) to transport. Make suggestions regarding the KPIs provided in NATMAP and NLTSF guiding transport planning in SA.

4. Graphical line of development of instruments guiding Development, Transport and Spatial Planning 2015 NATMAP

5. NDP Provides: National strategic framework Goal: Poverty elimination & inequality reduction by 2030; Challenges addressed: Development Social Economic Infrastructural Safe and reliable public transport

6. Focus of the NDP Guiding principles: Department of Transport NATMAP 2050 NLTSF Department of Rural Development and Land Reform NSDF IUDF SPLUMA Economic Development Department NIP (18 SIPs) SEZ/IDZ Program Department of Human Settlements Master Spatial Plan

7. NATMAP as strategic instrument Goals: To address transport sector problems To find mechanisms to improve the efficiency and effectiveness of multi-modal transportation systems To development an integrated, dynamic, sustainable framework for transport infrastructure and services provision in SA Support integration and alignment to projects across different sectors.

8. NATMAP UPDATE Methodology Included: 1 - Context setting – “where are we now?” (Current realities). 2 - Analysis – “where are we going?” (Identify problems, Define interventions) 3 - Forward Planning “how do we get there?” “define projects” Public Transport – BRT / PRASA National Strategic Plan,Transport Demand Management – E-tolling Infrastructure – 18 SIPs 4 - Support integration and alignment to projects across different sectors;

How NATMAP should be used by NTF and the DoT to create alignment, integration and coordination between projects

10. NLTSF A five year framework for integrated land use transport planning. Informs all transport and land-use related decision making. Define National Objectives (immediate challenges) & Policy statements that give direction to transport on a National scale; Encourage the coordination and integration of transport nationally; Guide the provincial and municipal transport plans.

11. Purpose of the NLTSF Review To ensure land transport planning is effectively coordinated from National to municipal government levels. To link and align all the strategic instruments and sectors i.e., NATMAP, NDP, PRASA & Transnet planning etc. Develop decision criteria (KPA & draft KPIs) to monitor projects by testing the extent to which the projects meet the national and local strategic objectives. Indicates the main implementation sphere (N, P, Me, Mu, O) with respect to rolling out the particular actions.

12. IUDF (2014 & 2016) Goal: Is a multi-sectoral policy framework to align planning, development & implementation. Provides: Current challenges faced; Holistic overarching spatial transformation framework to improve spatial (integration & densification) efficiencies; Identify multi-sectoral policy levers; Classifying the different municipalities in RSA; Identifying priority municipalities for immediate interventions;

14. The framework for the classification of municipalities [ ] (>20%) [ ]

Growth priority in population Category A 15. Category A: High Urban Population (> 465 000) Growth priority in population Category A Class Municipality (M) Urban population Growth 2001–2011 (%) > 500 pp/km² (km) 1 Johannesburg Metro 4 391 813 37.50 913 2 City of Tshwane Metro 2 670 650 36.40 957 3 City of Cape Town Metro 3 705 474 29.30 752 4 Ekurhuleni Metro 3 133 488 28.10 757 5 Mangaung Metro 710 473 15.80 233 6 Nelson Mandela Metro 1 123 878 14.50 301 7 Msunduzi LM 466 282 11.90 327 8 eThekwini Metro 2 980 762 11.40 1042 9 Emfuleni LM 701 441 9.70 183 10 Buffalo City Metro 623 227 7.10 346

16. The link from national level to municipal level between the different strategic instruments & frameworks (excluding the provincial level) (2015)

NATMAP NLTSF (KPA, KPI, (KPA,KPI, Measurements, Measurements, Targets) 17. The alignment of NLTSF & NATMAP: NLTSF (KPA,KPI, Measurements, Targets) applicable on the municipal sphere NATMAP (KPA, KPI, Measurements, Targets)

18. Properties that well-defined KPI should satisfy: Clearly defined KPI: KPI must be interpretable, understandable and specific. Diverse and mutually disjoint: KPI must be broad in coverage of all aspects without double counting; Comparable and measureable KPI For comparisons and monitoring of KPI on the same level: the same definition, units and scale intervals must be used to define and measure a KPI in a qualitative or quantitative way; over the same time interval; Data to measure the KPI must be available on a continuous annual basis, easily obtainable in a direct or indirect way, collected in a scientific way (using the same method and time interval) by a reliable source. KPI must be relevant and directly related with milestones and objectives that are applicable to the monitoring and implementation level;

The alignment of NLTSF & NATMAP:

20. Recommendations The outcome of this assessment include the following KPI: (1.1) Journey Time (1.2) Urban Sprawl (1.3) Traffic Network Performance (1.4) Growth Value Add (1.5) Travel Cost (1.6) Integrated Transport System (1.7) Transport Model (2.1) Accessibility of the Integrated Rapid Public Transport Network (2.2) Travel Times (2.3) Public transport (referring to minibus taxi, train or bus) usage (2.4) Peak hour frequency of bus and train services (2.5) Off-peak frequency of bus and train services (2.6) Cost effectiveness of the Public Transport Services (2.7) Public Transport Customer Satisfaction

21. Recommendations (3.1) Learner Transport Accessibility (3.2) Learner Transport Modal Share (4.1) Rural Traffic Network Performance (4.2) Rural access to a Public Transport Service (4.3) Accessibility of schools in rural areas (4.4) Rural Access to health facilities (5) Freight Transport (6.1) Road Infrastructure (6.2) Road Infrastructure (Non-Motorized) (7) Road Safety (8) Transport Emissions (9) Capacity to Deliver (10) Inter-Government Relations.

22. Conclusions: Monitoring will enhance the efficient use of resources, service quality, and value for money and will lead to superior performance. For successful monitoring: compare apples with apples by comparing municipalities in the same class well-defined KPI; comparable & scientifically determined measure scales to link KPI to long-term targets quality & continuous accessible data a responsible person needs management’s backing.

23. Future Research: To connect the KPIs long-term targets identified in NATMAP and the NLTSF to measurable and comparable annual targets applicable to the local municipality sphere of government. Define applicable comparable annual measures scales for each of the aligned NATMAP and NLTSF KPIs. Collect the data needed (to measure the KPIs) from the different municipalities. Scientifically determine targets in the case of missing or weakly defined targets.

24. How to achieve targets Reduce the target by refining and defining the responsibility of the target; The responsibility ratio is determined using the base year rates of each applicable role player & the long term target.