Section 6

STAG Technical Database

Section 6

Introduction to Part 2 Appraisal

January 2015

Version History

Changes since STAG Refresh, May 2008

Change number Section updated Date
1 Formatting only December 2013
2 Enhanced guidance on deviation from STAG January 2015

Contents

6. Introduction to Part 2 Appraisal
6.1 Transport Planning Objectives
6.2 STAG Criteria
6.3 Cost to Government
6.4 Risk and Uncertainty

6. Introduction to Part 2 Appraisal

The Part 2 Appraisal phase requires a more detailed appraisal of options taken forward from Part 1. The Part 2 Appraisal includes detailed analysis of an option's performance against:

  • Transport Planning Objectives;
  • STAG Criteria;
  • Cost to Government; and
  • Risk and Uncertainty.

This Technical Database provides and references techniques and methodology to support the Part 2 Appraisal. Practitioners must adhere to the detailed guidance in this Technical Database, which may be subject to change as new techniques and methodologies emerge.

Bespoke values may be used for specific projects in special circumstances if appropriate. The rationale for deviating from STAG should be clearly set out and values used only if the evidence is sufficiently robust. Practitioners should carefully consider whether or not ensuing results should be applied as a sensitivity. If practitioners are considering deviating from this methodology, they should consult with the Scottish Government and/or its agency Transport Scotland or other such funding agency for guidance and prior approval.

6.1 Transport Planning Objectives

In advance of Part 2 Appraisal, practitioners must revisit the Transport Planning Objectives developed during Pre-Appraisal phase to ensure that the Transport Planning Objectives are SMART, to allow future Monitoring and Evaluation. Before commencing the Part 2 Appraisal the Transport Planning Objectives must be, SMART.

6.2 STAG Criteria

The Part 2 Appraisal against the STAG Criteria is outlined in the following sections, including an overview of the guidance on Part 2 Appraisal against:

  • Environment;
  • Safety;
  • Economy;
  • Integration; and
  • Accessibility and Social Inclusion.

More detailed guidance on Part 2 Appraisal against each criterion is provided in Sections 7 to 11.

6.3 Cost to Government

A detailed analysis of the total public sector cost of options, including investment costs, operating and maintenance costs and grant/subsidy payments. See Section 12 for detailed guidance.

6.4 Risk and Uncertainty

A detailed analysis of the risk and uncertainty associated with each option. See Section 13 for detailed guidance.