Code of Practice on Local Authority Transport Infrastructure Assets – supporting documents

These supporting materials were developed by the Highways Asset Management Financial Information Group to help authorities comply with the requirements of the Code of Practice on Local Authority Transport Infrastructure Assets (Transport Code).

2016/17 Highways Network Asset Valuations – update from HAMFIG – June 2017

Updated versions of the Valuation Variables Files for both the Structures Toolkit and the Valuation Toolkit have been published below. These files enable the toolkits to be populated with the latest variables (eg rates) correct as of 31 March 2017, and should be used to complete the 2016/17 valuations.

Please be aware that an updated version of the Structures Toolkit (version 306) has also been published below. This updated version includes the latest variables. If you have already populated the previous version 305 then this will give a correct valuation once updated with the current variables. However the detailed breakdown will show incorrect valuation dates. For consistency it is recommended that the updated version 306 of the toolkit is used.

Toolkits

Updated 23 June 2017

2016/17 Valuation Toolkit

This toolkit has been created to support local authorities in completing their 2016/17 transport infrastructure valuations. The toolkit is compliant with the Transport Code and supports the calculation of:

  • GRC values for carriageways and land; and
  • GRC, DRC, accumulated depreciation and annual depreciation values for footways and cycleways, street lighting, street furniture and traffic management equipment.

UKPMS systems reports provide accumulated depreciation and annual depreciation values for carriageways.

The 2015/16 Valuation Toolkit continues to be current for 2016/17 valuation but should be updated with the 2016/17 variable file which includes the latest rates.

  • 2015/16 Valuation Toolkit Version 2.6, (Excel, 0.5 MB) 7 March 2016
  • 2016/17 Valuation Toolkit Variables Version 1.3, (Excel, 33 KB) 23 June 2017. Version 1.1 of this file was released on 7 March 2016. Version 1.2 was released on 15 June 2016 and was updated with the latest variables as at the end of March 2016. The current Version 1.3 was released on 23 June 2017 with updated variables for the 2016/17 financial year. It should be used to update the 2015/16 toolkit (above) to do the valuation for 2016/17.

Please note that local authorities should now undertake the following steps to complete their 2016/17 valuations:

  • Download and save the 2015/16 Valuation Toolkit, Version 2.6 (if not already completed).
  • Populate the toolkit by following the instructions provided within it (if not already completed).
  • Download and save the 2016/17 Valuation Toolkit Variables File, Version 1.3.
  • Update the Valuation Toolkit by pressing the 'Update Rates' button on the homepage of the toolkit and then follow the instructions.

2016/17 Structures Toolkit

This toolkit has been created to support all local authorities in completing their 2016/17 structures valuations. The toolkit supports the calculation of GRC, DRC, accumulated depreciation and annual depreciation values for structures.

This toolkit has been developed in full compliance with the Transport Code.

  • 2016/17 Structures Toolkit Small Version 306 (Excel, 9.5 MB), for a maximum of 250 individual or groups of structures and 3,750 elements on those structures. This will calculate GRC and DRC. Version 301 of this file was released on 7 March 2016. The latest version of this file (Version 306) was released on 23 June 2017 and already includes the variables in Version 3.0 of the variables file.
  • 2016/17 Structures Toolkit Full Version 306 (Excel, 60.3 MB) (right click and 'Save Target As' to download). Version 301 of this file was released on 7 March 2016. The latest version of this file (Version 306) was released on 23 June 2017 and already includes the variables in Version 3.0 of the variables file.
  • 2016/17 Structures Toolkit Valuation Variables Version File 3.0 (Excel, 1.2 MB). Version 2.1 of this file was released on 7 March 2016. The latest version of this file (Version 3.0) was released on 23 June 2017 and has been updated with the latest variables as at the end of March 2017. This process enabled the toolkits to be issued earlier than in previous years and provided authorities with the opportunity to complete the toolkits in advance of the final indices being available. Please note that the variables in this file are already included in Version 306 of the Structures Toolkit. The variable file is accessed using the Update function in the Structures Toolkit. It is password-protected so cannot be opened outside the Toolkit.
  • Span Level Conversion Tool Version 301 (Excel, 1.7 MB), 7 March 2016. This file converts span level data to structure level for use in the Structures Toolkit.

Please note that local authorities should now undertake the following steps to complete their 2016/17 structures valuations:

  • Download and save the 2016/17 Structures Toolkit, Small Version 306, or the Full Version 306, as appropriate.
  • Populate and run the toolkit by following the instructions provided within both the toolkit and the supporting guidance.
  • If you have already populated the previous version of the 2015/16 structures toolkit (ie Small Version 306 or Full Version 306), then you will need to cut and paste your input data into the updated version of the toolkit. The variables file Version 3.0 will update the rates within versions 305 of the toolkits but it will not update key dates on some pages and reports will still appear and 2015/16
  • When cutting and pasting data into the Structures Toolkit, please ensure that the 'paste values' function is utilised to ensure that the toolkit functions as designed.
  • Users of the toolkit should be aware that pasting data into the toolkit may have some potentially unexpected consequences. Many cells have data validation criteria, which prevent invalid values from being entered; however, this data validation is ignored when data is pasted in and the user is not warned. This is standard Excel behaviour. Note, though, that invalid data entered in this way should result in an error message in the ‘Checks’ columns – users are advised to carefully review the ‘Checks’ columns prior to running a valuation.
  • Note that when pasting data into the ‘Structures Database’ input sheet, users should do so in two steps: first paste data into columns B to P, then paste data into columns Y to AC. Due to hidden columns, data cannot be pasted into the toolkit in one go.
  • Following the entry of data into the ‘Structures Database’ and the ‘Element Database’, please ensure the ‘Calculation Options’ are set to ‘Automatic’ otherwise the validation checks in Columns BA and Z respectively will not operate and the toolkit may not run as designed. The ‘Calculation Options’ can be found on the ‘Formulas’ option on the menu bar. Please also ensure that the ‘Calculation Options’ are set to ‘Automatic’ prior to analysing a new scenario.

Note that both the small and full versions of the Structures Toolkit require Excel 2007 to run the required macros. They will not run on older versions of Excel.

Other notes

Technical Note – Guidance on Calculating GRC/DRC Updated April 2015

Useful weblinks