Project acronym: Project title: EPOMM-PLUS Partners Learning Urban Sustainability Mobility Management Monitors [Portugal] 2010 Date of preparation: Dec. 2010 Start date of project: 2. June 2009 Duration: 36 month Version: 2 Prepared by: Robert Stüssi / Perform Energia + IMTT Checked by: Patrick Auwerx Verified by: Status: Draft Dissemination level: 0
Table of Contents 1 Basic information... 5 1.1 Your contact information... 5 1.2 General information on your country... 5 1.3 Governance infrastructure for transport and mobility in your country... 5 2 Governance of Mobility management... 9 2.1 Does the definition of MM as endorsed by EPOMM * reflect how MM is defined in your country? If not, what are major differences?... 9 2.2 Short history of Mobility Management... 10 2.3 What are the major strategies for promoting and implementing MM at different governance levels in your country *?... 11 2.4 Are there any policies or legislative measures that (indirectly) counteract the promotion of MM*?... 12 3 Implementation of Mobility Managament... 14 3.1 How advanced is your country in Mobility Management?... 14 3.2 How advanced is your country in the following fields of Mobility Management?... 14 3.3 Are MM concerns integrated into other major policies/programmes in particular in investments in transport infrastructures, road pricing schemes, traffic management schemes*?... 15 3.4 How far is MM an objective or an outcome of the land use planning system*?... 16 Explain how land use planning is organised in you country.... 16 3.5 Are the European Structural Funds* used to fund MM measures in your country?... 16 Please give 1 or 2 detailed example(s)... 16 3.6 Which other European funding programmes are used in your country to fund MM? Who is using them*? 16 3.7 How do you think financing of MM could be improved (at all levels: European, national, regional)?... 16 4 Trends and further developments... 17 4.1 What is effective in your country in the field of MM? Why?... 17 4.2 What are the future policies which are being drafted/ considered in your country currently?... 17 4.3 Which example -in term of governance, strategy or implementation- from another European countries would you like to see transferred in your country?... 17 5 Knowledge infrastructure of MM... 18 5.1 List networks, organisation and associations active in MM *... 18 5.2 Key MM experts and policymakers *... 18 5.3 Key websites... 18 5.4 Key documents... 18 6 Next steps for the Mobility Management Monitors... 19 6.1 Suggestions on the use of MMMs for further dissemination *... 19 6.2 Improvement of this template for next years *... 19 Page 3 of 19
1 Basic information 1.1 Your contact information Name: Robert Stüssi Organisation: PERFORM ENERGIA / Mobility Consulting Tel: +351 96 86 900 30 Email: rstussi@gmail.com Skype: Stussi_robert Internet: www.imtt.pt 1.2 General information on your country Area: 92,090 km 2 Population: 10,618,000 (Source: INE 2009) GDP per capita: 16.000 (Source: International Monetary Fund 2008 / 2009 exchange rate) Motorisation: 464 cars (licensed)/ 1 000 inhabitants (Source: EUROSTAT 2008) 419/1000 inhabitants (Source: IMTT 2009) 0,01 bicycles/1 000 inhabitants (estimate, no data exist) Road fatalities: 882 road fatalities, 83/million inhabitants (2008, Source: Dft) 747 road fatalities, 2579 severely blessed, 42231 lightly blessed (Source: ANSR, valores provisórios, 2010) Modal split *: In trips (Commuter movements Census 2001) 64,7% car 29,9 bus and coach 4,5% train 0,9% tram and metro; in person x kilometers (Commuter movements Source: Eurostat 2007) 84,3% car 10,6% bus + coach 4,1% railways 1,1% tram and Metro * the star refers to detailed instructions available in the guidelines (document attached) 1.3 Governance infrastructure for transport and mobility in your country (Role and competences of the authority in charge) National Policy making Ministry of Public Works, Transport and Communications - http://www.moptc.pt/ Secondary ministries: Ministry of Environment and Land use http://www.maotdr.gov.pt/ Policy delivery Institute for Mobility and Inland Transport - IMTT www.imtt.pt Directorate general for Land use and urban development (DGOTDU) http://www.dgotdu.pt/ Portuguese Environment Agency (APA) http://www.apambiente.pt/paginas/default.aspx Page 5 of 19
Autoridade Nacional de Segurança Rodoviária ANSR (national road security authority) http://www.ansr.pt/ Instituto de Infra-Estruturas Rodoviárias, IP - InIR http://www.inir.pt/portal/default.aspx Financing Ministry of Public Works, Transport and Communications Ministry of Finance QREN (structural funds - Quadro de Referência Estratégico Nacional 2007-2013) http://www.qren.pt/ PIDDAC (central government funded) http://www.dpp.pt/pages/pub/periodico.php?cod_per=9&cmr=7&cm=1 Page 6 of 19
Regional Policy making No regional (elected) entities In the case of Lisbon + Porto: AM Metropolitan areas (19 Lisbon 14 Porto municipalities); no elected organ, the collective of mayors decide, no proper revenues) AMTs Metropolitan Transport Authority (in Porto functioning since 10/2010, in Lisbon since 09/2009 but almost no staff nor budget, so far) Policy delivery CCDRl 5 Regional Coordination and Development Commissions; generally they are not very active in the transport sector, but the CCDRL Norte (Porto greater region) Decentralized government structures http://www.ccdr-n.pt/ http://www.ccdr-lvt.pt/ http://www.ccdrc.pt/ http://www.ccdr-alg.pt/ccdr/index.php http://www.ccdr-a.gov.pt/ Financing QREN (structural funds) (see above) Local Policy making Municipalities and to a much lesser degree association of municipalities (CI) Policy delivery Mainly Municipal governments, and to a much lesser degree association of municipalities (CI) With some suport of (for abbreviations see above, national level) IMTT DGOTDU APA ANSR InIR And CCDR s (see above) Page 7 of 19
Financing Vehicle circulation tax (not earmarked) Taxes on urban development (not earmarked) QREN (structural funds) (see above) PIDDAC (national funds) Page 8 of 19
Governance of Mobility management 1.4 Does the definition of MM as endorsed by EPOMM * reflect how MM is defined in your country? If not, what are major differences? IMTT - Institute for Mobility and Inland Transport www.imtt.pt has a number of studies underway- called Mobility Package - PMTand PMOT: PMT Directrices and guidelines for local mobility and transport plans, with 6 components: I II III IV V VI NATIONAL DIRECTIVES ON MOBILITY PLANNING GOVERNMENT TECHNICAL AND FINANCIAL SUPPORT PROGRAMME GUIDE FOR THE PREPARATION OF MOBILITY PLANS SUSTAINABLE MOBILITY SOLUTIONS THEMATIC FACT SHEETS TECHNICAL METHODOLOGIES AND INSTRUMENTS TECHNICAL FACT SHEETS GUIDE FOR THE PREPARATION OF COMPANY AND SERVICES PLANS PMOTs - MUNICIPAL LAND USE PLANS Methodology and guidelines for treating transportation, accessibility and mobility in local (municipal) land use plans Municipal Master Plan General plan for urbanisations Detailed plans for development areas Technical support document aimed at the planning teams that prepare and oversee the preparation of PMOTs provides guidance on the treatment of transport in PMOTs; transmits key concepts and thinking / concerns and technical guidelines. It should also: deal with the treatment of mobility, accessibility and transport issues in Environmental Impact Assessments (EIAs); produce recommendations on the revision of planning legislation A legislative packagewill be delivered to difine tha application of all these components and instruments of the Mobility Package, including incentives and co financing of the studies (and hopfully oftheir implementation) This Mobility Package was discussed and presented at a 3 day national conference, with international experts invited, 600 participants: 1 day Mobility Package 1 day MM, 1 day CIVITAS, A special bilingual website was ste uphttp://www.conferenciamobilidade.imtt.pt/ which will be used for public discussion of these documents, early 2011, At the conference was also launched a charter for CIDADES MÓVEIS, a network/platform for cities and organizations interested in local mobility palnning and MM. Important questions are still under discussion: Shall these plans be compulsory or recommended; Page 9 of 19
criteria for financing and subsidies; focus and repartition between urban, municipal and intermunicipal plans 1.5 Short history of Mobility Management MM management in Portugal has only recently and slowly become an issue. And this at a time when mobility management started to be a slogan for all kind of issues, from managing transport systems to managing trips... in the middle of which the EPOMM/ ECOMM s understanding of the term company and entity mobility plans (green commute plans, TDM) got somewhat lost Also universities took slowly on the some teaching of the MM concepts Most Transport Operators and local Authorities do not have a clear understanding of the MM concept First efforts: The Lisbon Energy Agency (AMERLIS) together with Barcelona and Toulouse had en EU project MOBILS, on hospital MM plans, in the mid nineties At the time, one of the first EPOMM regional workshops on MM was organized by the Lisbon Energy Agency (AMERLIS) with a widespread participation of central and local authorities, NGOs, transport operators, investigators.. ADENE, the national Energy Agency was involved in the EU project ELMA, - institutional and legal framework for MM Consulting company TIS is involved in the EU project schoolway In the late nineties, in the context of the EU MOST project, Sintra (carsharing) and Porto (mobility centre) participated For EXPO98 (world exposition) a number of MM actions were taken At that time, also a trip planner, first for the city of Lisbon, then for part of the region, and then for the main PT network of Portugal were developed by a group of PT operators, with the support of the IMTT (then called DGTT F) (both would need further development..) In 2004 the IMTT (then called DGTT) made a MM plan for the EURO football games, together with all transport operators; most of the other cities with stadiums made similar plans More recently (2006-8), in the framework of an Interreg program MARE with the regions of Lisbon, Valencia and Genoa, with leadership of the CCDR-LVT, 3 important MM measures were components (in the 3 regions) of this project, carried out by municipalities, transport operators, universities, etc.: Study for a Mobility centre in Lisbon (not implemented) and Genoa (implemented) / Mobility Observatory Study (not implemented in Lisbon, partially in Genoa) and the publication of a manual for elaborating mobility plans (project TRAMO, made in consortium by 3 municipalities of the Lisbon region and a consultant, published in 2008) (see point 3.2) Over the years the IMTT (then called DGTT F) supported many studies for and implementation by local authorities (and transport operators), some including MM measures 2007/08 APA (Portuguese Environment Agency) developed a program for 40 cities (selected among 170 candidate cities) to undertake Mobility projects, developed by universities, many of them focussing on MM measures, among else; a best practice guide was then put together (2009) Another EU project underway is the TAT MM project for Campuses with the participation of the city and university of Leiria (see point 3.2) Portugal had along the years always a very low participation rate at ECOMM s, though reinforcing in London, and especially in S. Sebastian and Graz already now EPOMM member 8since end of 2009) with IMTT as NFP and Perform Energia as NI Page 10 of 19
1.6 What are the major strategies for promoting and implementing MM at different governance levels in your country *? National Policies (for definitions see Point 2.4) PET, under discussion for 2 years, not yet approeved PNPOT published as law PNAC published as law PNAEE published as law PNR 2000 published as law ENDS + PIENDS published as law (for definitions see Point 2.2) Action programmes * Operational Program for Accessible Transport (Progama Operacional Acessibilidades e Transportes) National Logistic Plan (Plano Nacional Logística) published as law National Plan for Promotion of Accessibility (Plano Nacional de Promoção da Acessibilidade) published as law Legislative measures (incl. taxes)* Promotion Plan for bicycles and other sustainable transport modes (Resolução Assemb República 2009 - para promoção de Plano de Promoção da bicicleta e outros modos de transporte suaves) this plan is still in its initial state of development, haveing an interministrial working group under the coordination of IMTT Promotion & awareness* Youth and scholar reduced passes 50 % subzidised by the central government (passes 4_18 e Sub 23); now this reduction will decrease to 25%, starting 2011 1 st IMTT award for accessible transport (Prémio Acessibilidade aos transportes - para pessoas de acessibilidade reduzida) Regional Policies* PROT - Regional Land Use Plans (Planos Regionais de Ordenamento do Território) all of them (5 of them approved or under approvel) PPar Lisbon and North (for definitions see Point 2.2) Action programmes * Legislative measures (incl. taxes)* For Lisbon and Oporto Metropolitan areas Page 11 of 19
urban trip plans (PDU) operational transport program (POT) Promotion & awareness* Lisbon Strategy 2020 (with a large stakeholder commission with government, business and associative members - not anymore active) CCDR-LVT Local Policies* PMOT (for definitions see Point 2.1) Action programmes * Legislative measures (incl. taxes)* Promotion & awareness* Local public transport and soft mode campaigns (Ex: TUBraga: University shuttle You TUB) Portugal has a very important program for renewable energies and green transport, with investments, incentives, subsidies to consumers which contributes to the CO2 reduction 1.7 Are there any policies or legislative measures that (indirectly) counteract the promotion of MM*? Some higher level Plans include very few specifications regarding MM DL 163/2006 de 8 de Agosto e o National Plan to Promote Accessibility (Plano Nacional de Promoção da Acessibilidade - PNPA) for people with reduced mobility. National Program for Land Use Policies - PNPOT (Programa Nacional da Política de Ordenamento do Território) National Program for Climate Change - PNAC (Programa Nacional para as Alterações Climáticas - Resolução do Conselho de Ministros n.º 119/2004, de 31 de Julho2006)) PNAEE In February 2008 the Portuguese government published a draft National Energy Efficiency Action Plan (Plano Nacional de Acção para a Eficiência Energética - aprovado por Resolução do Conselho de Ministros 80/2008 de 20 de Maio). The Plan set a target of reducing energy consumption by 9.8% by 2015, and elaborates a series of 12 programmes to establish various targets to 2015 and measures to be taken across various sectors in order to achieve this goal. Transport Sector targets and measures: Compulsory mobility plans for the 18 district capitals. and Urban mobility plans for office and industrial parks with > 500 workers But no financing provided, nor guisdelines, For the transport sector the following goals were fixed: A 20% reduction in the number of light-goods vehicles over 10 years old; Page 12 of 19
Reduce average CO2 emissions for new cars sold each year by 20% (from 143 g/km in 2005 to 110g/km); Ensure that 20% of the vehicle fleet is equipped with monitoring equipment (on-board computer, GPS, cruise control, automatic verification of tyres); Establish an innovative platform for traffic management with GPS-optimised routes; Developing urban mobility plans for district capitals and corporate centres with over 500 workers; Transfer 5% of individual transport modes users to collective ones; Shift 20% of international goods transported presently by road to maritime transport modes; The creation of a fleet of "green" taxis, with low greenhouse gas emission levels. National Strategy for Sustainable Development -ENDS + Implementation Plan - PIENDS (Estratégia Nacional de Desenvolvimento Sustentável (ENDS 2015) + Plano de Implementação - Resolução de Conselho de Ministros n.º 109/2007, de 20 de Agosto) Strategic Transport Plan -PET (Plano Estratégico de Transportes) presently undergoing public hearings Strategic sector guidelines for Rail, see transport, ports, airports, road transport (under preparation) and road safety National Road Plan - PNR 2000 (Plano Nacional Rodoviário) Metropolitan Transport Authority of Lisbon and Porto, compulsory urban trip plans (PDU) and operational transport program (POT) Air quality Improvement Plan in the CCDR-LVT region (Plano para a Melhoria da Qualidade do Ar na Região de Lisboa e Vale do Tejo - Ppar RLVT), Portaria 715/2008 de 6/8 and CCDR - North (Plano para a Melhoria da Qualidade do Ar da Região Norte -Ppar -RN), Portaria 716/2008 de 6/8 As a curiosity, there is an old legislation for Hospital construction, where he rule is that there has to be 1 parking space for each bed (and not accordingly to employees, visitors, out patients) and that only 40 % of these can be destined for employees; in practice, the ministry applies 4-5 parking places per bed...nothing about public transport accessibility. Page 13 of 19
2 Implementation of Mobility Managament 2.1 How advanced is your country in Mobility Management? Please tick the right box Level 1 Level 2 Level 3 Level 4 No or hardly any activities, save some isolated initiatives Some successes, some funding, several initiatives started Several successes, structural funding, but no standard practise Solid position, structural funding and standard practise x 2.2 How advanced is your country in the following fields of Mobility Management? Level 1 Level 2 Level 3 Level 4 Mobility centres Intermodal & multimodal mobility MM in companies (mobility For Lisbon, A few (large) consultancy, travel plans) there was an companies start excellent study to elaborate MM made (2008), plans in an Interreg project, however never implemented MM in public administrations x MM in schools x MM for events & in tourism e.g. EURO 2004 Awareness campaigns IMTT conference Carsharing & Carpooling Lisbon Transport Operator CARRIS MM and land use planning Other, please specify 1 in Porto many Transport operators have their own MCs x On which ground/criteria do you base your assessment? Why do you think your country is at level 1, 2, 3 or 4? Page 14 of 19
(between 20 and 30 lines) Please provide an example of best practice from three different fields among the above mentioned in which public authorities have a specific role: (15-20 lines) If there are external evaluation reports of these best practice examples, please provide us with the reports 1 Field: Is this example already available in the ELTIS/EPOMM format? (N) Mobility centre Porto - EU Project MOST and ELAN Porto (N) Was implemented in the ate nineties, worked for many years, then was closed down, to be, under CIVITAS Plus, recreated, in a different (more peripheral) location (N) CIVITAS Modern Coimbra is upgrading a modal Mobility centre into an intermodal, with much more services, and more central (opened EMW 2009) (N) 2 Field Is this example already available in the ELTIS/EPOMM format? (Y/N) Mobility centre and Mobility Observatory in Lisbon Interreg project MARE (CCDR-LVT, with cooperation of IMTT) (N) Both projects were to study, design, and develop the subject, to be implemented. Both studies, made by innovation centres of universities (INESC / PORTO and IDMEC IST Lisbon), are of excellent quality, however they never were implemented (finishing close to the term of the Interreg project); no entity took it on to implement them 3 Field: Is this example already available in the ELTIS/EPOMM format? (Y/N) TAT MM project for Campuses http://www.tat-project.eu/ The Polytechnic Institute of Leiria / Local Agency for Energy of Chieti - Municipality of Ecija (Spain) / ENERDURA (www.enerdura.pt) - Regional Energy Agency / STRATAGEM Ltd. (www.stratagem-ltd.com) CYPRUS And several municipalities / regions and other universities (N) Students Today, Citizen Tomorrow this is the slogan that best resume the philosophy and the concrete essence of this project. In Europe, every day, millions of students move to reach the universities using different transport modes and being responsible of a high consumption of energy resources and consequently of a high environmental impact due to CO2 and other gas emissions. Implementing actions that help solving university mobility problems means introducing less energy intensive transport modes and educating students to use them. Encouraging transport responsible behaviours among university students means to orient the mobility choices of the future citizens. 2.3 Are MM concerns integrated into other major policies/programmes in particular in investments in transport infrastructures, road pricing schemes, traffic management schemes*? We have extensive road pricing, but non urban, only on freeways and toll bridges, none of them take into account MM (occupancy rates, etc; only the car weight/size distinguishes price levels) Traffic management is made with some priority for bus transport (and rarely bicycles) Bicycle lanes start to become integral part in some cities, recreational areas, campuses, and a few intercity highways Page 15 of 19
2.4 How far is MM an objective or an outcome of the land use planning system*? Explain how land use planning is organised in you country. Municipalites are oblidged to have a Master Plans ; most municipalities have alredy concluded the second generation Masterplans, ore the revision is ongoimg; Lowe tiers plans have to be concluded, of parts of cities or for neighbourhoods/developments 2.5 Are the European Structural Funds* used to fund MM measures in your country? Please give 1 or 2 detailed example(s) Yes, though rarely; if cities apply to related credit lines; more frequently used for mobility plans, bicycle schemes, urban transport ITS, 2.6 Which other European funding programmes are used in your country to fund MM? Who is using them*? CIVITAS National Authorities Regional Authorities Local Authorities NGOs or NPos Other: (please specify) IEE x x Universities LIFE + x x INTERREG x x Other: (please specify) x 2.7 How do you think financing of MM could be improved (at all levels: European, national, regional)? Maybe by turning them compulsory; PNAEE - National Energy Efficiency Action Plan makes (see 2.4) ompulsory mobility plans for the 18 district capitals. and Urban mobility plans for office and industrial parks with > 500 workers But no financing provided, guidelines are not given in this law, but now to be published by IMTT as part odf the Mobility Package (see 2.1) Question is that most cities in Portugal are medium/small, as are the companies; there are generally few entities with + 500 workers (except civil service, some hospitals, universities) Page 16 of 19
3 Trends and further developments 3.1 What is effective in your country in the field of MM? Why? Past projects (they are described in point 2.2 and 3.29) ELMO MOBILS MOST MARE Interreg CIVITAS Plus APA Mobility projects IMTT support for studies and implementation for local authorities and transport operators 3.2 What are the future policies which are being drafted/ considered in your country currently? Hopefully, with Portugal being EPOMM member as of last year, and with the studies on the way at IMTT (see above), we can soon expect some legislative framework, but more important, some guidelines and methodological support What would be important is that the regional planning commissions and the national association of municipalities realize the importance of MM and introduce incentives, training etc. to further MM applications 3.3 Which example -in term of governance, strategy or implementation - from another European countries would you like to see transferred in your country? What is presented in ECOMM conferences and ELTIS network Page 17 of 19
4 Knowledge infrastructure of MM 4.1 List networks, organisation and associations a ctive in MM * IMTT is taking up to organize the legal and institutional framework and guidelines and supports for MM There is an national network for accessible cities, which takes care of inclusion in urban design, which can be considered an important contribution for MM The national association of municipalities has no technical staff, does not provide guidelines, courses. 4.2 Key MM experts and policymakers * Presently, there are a very few consulting companies and some universities starting to be active in the field Transport operators, which could be important promoters in this field are still treating traditionally the end consumer, end do not push for MM 4.3 Key websites www.imtt.pt www.apa.pt 4.4 Key documents See documents listed in Point 2.4 and under development Mobility Package (see Point 2.1) Manual for Mobility Plans (MARE Project TRAMO /2007-8) Concept for Mobility Observatory and Mobility centre (MARE Project horizontal component /2007-8) (CCDR- LVT, with collaboration of IMTT) Documents of some EU Projects (listed in Point 2.2) Page 18 of 19
5 Next steps for the Mobility Management Monitors 5.1 Suggestions on the use of MMMs for further dissemination * The MMMs, after discussion aiming the different countries (1 day workshop..) (nobody is able I guess to come up with a comparative report taking the elements of all countries MMMs.. which would be a difficult undertaking type of the presentations prepared for the last 2,3 ECOMMs, where activities of countries were compared) Four Portugal, the MMMs has been used as a blueprint for the 3 day ECOMM Plus conference on MM, 4/2009, organized by the NI and NFP/IMTT, with the cooperation of EPOMM see Point 2.1 and http://www.conferenciamobilidade.imtt.pt/ IMTT has several actions in the workplan and budget for 2011 with strong, some with medium impact on MM; however budget cuts may cancel or reduce some of these actions; among others: MM training (with intervention of EPOMM Plus/ELTIS and national consultants) Web portal for accessibility and transport info Web portal on urban transport in Portugal Transport planning for low demand areas or periods 5.2 Improvement of this template for next years * The data of the first point could be compared, in graphs, though those on the mode split are the usual mess, with values averaging over countries, not separation urban /interurban travel mode splits, and some 8as ours) limited to commuter trips, since data are not available, except for urban areas (but then which of the many city mode splits to represent...??) Page 19 of 19