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TravelWise is the Merseyside Transport Partnerships Campaign to help people in Merseyside make smarter travel choices. TravelWise works with schools, businesses, universities, colleges, hospitals, housing developments and tourist sites to support Travel Plans. This improves access to those sites and also helps reduce congestion and pollution. The Merseyside Transport Partnership is investing in this package of support in order to assist the TravelWise programme, which has the following aims: To reduce the increase in peak hour traffic flows to urban centres and area wide road traffic To contribute to measures to improve air quality, particularly in relation to existing and potential future air quality management areas To improve accessibility for workplaces, health sites and education To improve public transport patronage through marketing to potential users, and to retain existing markets that are at risk of abstraction To increase levels of cycling To increase levels of walking To increase the use of more sustainable modes for trips to school To achieve road casualty reduction targets To increase positive perceptions of sustainable modes To increase stakeholder involvement and support
After reading this pack, if you would like an informal discussion, please contact the TravelWise team on 0151 330 1855 or visit www.LetsTravelWise.org
Contents
Travel Plans the background Travel Plan Pack introduction What is a Travel Plan What TravelWise can do for you Managing your Travel Plan 4 5 7 8
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Structure for a Travel Plan Your Travel Plan - template structure Action plan template
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Measures, initiatives and case examples Your organisation Being pedestrian friendly Encourage cycling Encouraging the use of public transport Reducing the need to travel Use of car clubs in the workplace Car park management Promoting car share Annexe - Assessing your organisation
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TravelWise Merseyside
LTP Support Unit 24 Hatton Garden Liverpool, L3 2AN Tel: 0151 330 1253 Fax: 0151 330 1094 Email: info@letstravelwise.org www.LetsTravelWise.org
Communication
Good communication is essential to a successful Travel Plan. Ensuring the positive introduction of the subject is an important first step. TravelWise Merseyside can supply leaflets, posters and and displays to help raise awareness and to stress the positive aspects of a Travel Plan. Publicity of each measure as it is introduced (and ongoing encouragement and reminders to take action) will ensure success. This effort must be sustained throughout the implementation of the plan. Some communication ideas include: Newsletters and magazines E-mail and intranet Bulletin boards to display posters Travel Fairs - providing information, advice and promoting special offers or new incentives Team briefings Open meetings and discussion groups Pay slips messages or attachments for distribution of information PR events e.g. senior management leading by example
Publication of survey results, success of measures and employee accounts Employee recruitment and induction information to incorporate the Travel Plan and information on access to all travel modes Links to wider events such as Bike Week, health campaigns and TravelWise Week (TravelWise will let you know more about these)
Resources needed
Travel Plan measures are cost effective solutions to transport and parking management problems. Initial start-up costs may be offset, for instance, by savings in car park subsidies. Recent alterations to company car allowances and taxes on travel arrangements make Travel Plan measures even more financially attractive. Time is required from employees in order to prepare and implement a Travel Plan. It is useful to nominate an individual to co-ordinate the project and set up an action group, responsible for taking the project further. In large organisations a nominated representative within each department may be on the action group and act as a point of contact.
Bespoke marketing resources such as TravelWise guides which detail how to reach your site by all modes, and posters / flyers may also be available.
Free Travel Plan Forums TravelWise Merseyside organises three forums a year for organisations that want to implement their Travel Plans. These free forums are an opportunity to keep up with travel developments, share best practice with other Merseyside organisations and Partners who can help you make your organisation's Travel Plan a success. Postcode mapping service This service assesses which employees live within a reasonable walking or cycling distance from your workplace. It highlights links to bus and road routes, and identifies potential car sharers for those who live further afield. Personalised Journey Planning Service You can access Merseytravels personal journey planning service free to all your staff as part of your organisations Travel Plan.
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Mode based marketing plans and free resources TravelWise Merseyside has developed mode based marketing plans which outline several promotions focusing on different modes of travel throughout the year. These promotions are designed to assist in the ongoing implementation of your organisations Travel Plan. TravelWise Discounts TravelWise have organised discounts at a number of cycle shops for cycles, cycle equipment, cycle repair and services to members of Wise Moves Network. Discounts for the individual employee are granted on the provision of the organisations staff identity card.
different people. TravelWise Merseyside is always willing to offer advice and make suggestions on your plan.
Issues to consider:
Your working practices for new and existing employees Working hours and opportunity for teleworking and teleconferencing The inclusion of transport within your environmental management system Encouraging public transport for business trips Mileage payments for trips by bicycle rather than by car Provision of loan and subsidy schemes for public transport season tickets and bike purchases Parking management, considering allocation and current criteria for priority parking Provision of parking for both bicycles and motorcycles
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Proportion of employees living within 5 miles of the site and close proximity of rail station postcode map can be used for this information (ask TravelWise)
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% using public transport to get to site by year X (TravelWise can advise on realistic targets by using survey and postcode information) Provision of information on site Provision of information at induction Ticketing schemes Phased approach for measures over a 3 year period Budget requirement Tax implication Effective promotion of initiatives and benefits of sustainable travel choices
What initiatives will help to achieve this target? (include within Action Plan)
Funding Marketing
2.2 Cycling
Current levels of cycling Current facilities for cycling What would encourage cycling to work and for work journeys? Survey responses Site assessment and audit Survey responses
Numbers living within a realistic cycle distance This can be greatly expanded by incorporating (3 miles) rail - postcode map can be used for this information (ask TravelWise) Set target to increase level % cycling to site by year X (TravelWise can advise on realistic targets by using survey and postcode information) Improved cycle storage Offering cycle training Provide cycle mileage allowance Provide interest free loan to buy bikes Phased approach for measures over a 3 year period Salary-sacrifice scheme Budget requirement Tax implication Effective promotion of initiatives
What initiatives will help to achieve this target? (include within Action Plan)
Funding Marketing
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2.3 Walking
Current levels of walking Current facilities for walking What would encourage walking to work and for work journeys? Numbers living within a realistic walking distance (1 mile) Set target to increase level Survey responses Site assessment and audit Survey responses This can be greatly expanded by incorporating with rail - postcode plot can be used for this information (ask TravelWise) % walking to site by year X (TravelWise can advise on realistic targets by using survey and postcode information) Provision of information on walking routes Encouragement of lunchtime walks Offer pedometers Phased approach for measures over a 3 year period Budget requirement Tax implication Effective promotion of initiatives
What initiatives will help to achieve this target? (include within Action Plan)
Funding Marketing
What would encourage alternatives to driving Survey responses and for work journeys? Set target to decrease level % of lone drivers to work by year X (TravelWise can advise on realistic targets by using survey and postcode information) Private car sharing group Dedicated parking bays Guaranteed ride home scheme Incentives Phased approach for measures over a 3 year period Introducing car parking charges / permit schemes Budget requirement Tax implication Effective promotion of initiatives
What initiatives will help to achieve this target? (include within Action Plan)
Funding Marketing 14
What initiatives will help to achieve this target? (include within Action Plan)
Funding Marketing
What initiatives will help to achieve this target? (include within Action Plan)
Funding Marketing
Funding Marketing
Funding Marketing
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3.0 Marketing
Marketing and communication is key to the success of your Travel Plan. A detailed marketing plan setting out communications for each initiative and the plan as a whole is vital. Publicity can be produced in a variety of media including: Written Summary leaflet of Travel Plan, posters, notice boards, newsletters, induction, intranet and internet Spoken Working groups, team meetings, presentations Other Promotional materials such as pens and mouse mats Special events Travel Plan launch, Travel Fairs, local and national events such as Bike Week and Car Free Day All marketing and events must be ongoing and should be included within your Annual Action Plan.
State how progress will be assessed every 6 months with necessary adjustments to plans as appropriate to ensure effectiveness Agreement for regular full travel survey and audit is vital to inform plan Results to be analysed
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Action
Links with company policy: Determine common aims and objectives with company strategies and policies Identify relevant policies in operation such as parking and company car policies Include travel plan in management and team meetings Improve travel information: Promote links to public transport information on the intranet and/or provide personalised journey planners on request Establish travel information points Include information about transport policy and travel information at recruitment stage Identify common work journeys and provide public transport information Promote public transport: Investigate potential for public transport incentives Provide interest free loans for season tickets
Incorporate sustainable travel across all company activities Amend existing policies in line with travel plan objectives Update information and exchange ideas
Information points established All new staff aware of travel plan Information about common work journeys produced
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Action
Support cycling: Investigate options to provide shower and changing facilities Investigate scope for secure cycle parking provision Provide interest free loans / salary sacrifice schemes for purchase of cycles and safety equipment Set target Support walking: Investigate support and incentives for encouraging walking Set target Review car park management: Develop car park management strategy Conduct needs assessment and investigate scope for motorcycle parking provision Develop car sharing: Investigate support and incentives for encouraging car sharing Set up car share scheme and promote to staff
Report to Action Group Report on options Number of secure spaces available Number of loans / salary sacrifice schemes taken out Increase percentage cycling to work
Efficient use of external space Reflect true costs in administration Ensure motorised two-wheelers can be accomodated
Report on car sharing options to Steering Group Reduce number of single occupancy car journeys to site
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Action
Green fleet management and driver awareness: Review existing fleet and fleet management to identify efficiency and use of alternative fuel Report to Action Group Improve efficiency of fleet Use alternatively fuelled vehicles or conversion of existing vehicles to alternative fuels Achieve targets
Set targets Change work practices to promote sustainable travel: Review of flexible working arrangements Participate in TravelWise promotions: Publish Travel Plan Travel Plan available on the intranet Publish TravelWise information on intranet Promote national initiatives such as National Bike Week, Car Free Day etc. Support and participate in TravelWise Merseyside
Join mailing list for TravelWise newsletter Attend TravelWise Travel Plan Forums
Monitoring and review of Travel Plan: Set targets for travel patterns Carry out annual snapshot survey Reassess targets and action plan Annual progress report and updated action plan Repeat employee travel survey every three years
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Your organisation
An effective Travel Plan must be tailored to your organisation. This means that it must consider your location(s) accessibility, existing policies and work travel patterns.
Existing policies
In order to develop your Travel Plan you will need a thorough understanding of your organisation's policies. These could be formal policies written into a manual or informal 'unwritten' policies, for example, attitudes towards working from home, dress code, etc. You may find that what actually happens in practice contradicts the formal policies. Policies that will be relevant to the Travel Plan are: Recruitment - information provided at recruitment and induction regarding transport options for travel to work and distances travelled (relocation packages and local recruitment) Conditions of employment regarding travel to and from work (contractual arrangements to provide car parking and travel costs) Conditions of employment regarding work patterns (shift patterns, homeworking, flexi-time)
Site plan
It is useful to include this in your Travel Plan, with information regarding: Roads serving the site Main entrances linking into the road network Other entrances for pedestrians and vehicles Disabled access Number and location of car park spaces (include reserved, motorcycle, disabled and visitors) Number and location of cycle parking Cycle routes in and around the site Walking routes in and around the site Location of bus stops Location of train stations Number and location of showers and lockers Location of city centre car parks both on and off site 22
Business travel rules and guidelines (mileage rates paid for car and cycle use) Conditions for vehicle use during the course of work (company car provision, essential car user payments, availability of pool cars and bikes) Incentives offered to discourage single occupancy car use - car-sharing scheme, interest-free loans, mileage paid for cycling on business trips, pool bikes, home-working Visitors to site - what travel advice is given to them Procedures for deliveries and collections Policy for fleet vehicles - choice of vehicles and use An Active Travel Workplace toolkit is available to download from the Active Travel section on the Sustrans website, www.sustrans.org.uk
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Case example
Merseytravel, Liverpool As part of their most recent Travel Plan, Merseytravel have set a target of increasing the percentage of staff walking to work from 3.9% in 2007 to 5% in 2010. The launch of the organisation-wide pedometer challenge was seen as a major promotional opportunity to support this target. Very few people seem to realise just how little they walk on an average day and providing them with a pedometer, as well as a target to aim for (such as the NHS sanctioned 10,000 steps per day), helps incentivise them to walk more - and more often. As part of the package to promote their travel plan initiatives, Merseytravel have set up numerous and regular pedometer challenge events to encourage staff to walk more as part of their daily routine. Free pedometers are handed out to staff and they are asked to record their steps each day. Those with the most steps at the end of the challenge period receive walkingrelated prizes and gift vouchers. Approximately 70 members of staff took part in the initial challenge 2008/09 and based on positive feedback the number looks set to increase for the next challenge.
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Encourage Cycling
With 58% of all car trips covering less than 5 miles (National Travel Survey) the potential for cycling is huge. Cycling can provide a fast, efficient, predictable journey at very low cost. Employees who regularly cycle to work will generally be fitter than those travelling by car. Bikes can be taken on all Merseyside's trains and ferries free of charge, including peak times. As part of Merseyside's Local Transport Plan, a Cycling Strategy has been developed to promote and increase cycle use throughout Merseyside. This will be achieved through the development of infrastructure, which is safe, convenient, efficient and attractive for cyclists.
Case example
Merseyside Fire and Rescue Service The Merseyside Fire and Rescue Service will be running the Cycle to Work scheme for its third consecutive year in 2009. In the last two years the organisation has seen 10% of its staff take advantage of the scheme, allowing them to make tax and interest free repayments for cycles and equipment over 18 months. As a result the Fire Service have saved over 10,000 in employer national insurance contributions and look set to continue the trend this year. The Fire Service have taken a holistic approach to encouraging cycling and have arranged for Dr. Bike maintenance sessions to be hosted at four fire stations in the area to ensure that staff also benefit from maintenance training. In addition they have organised cycle training for staff which not only trains employees to ride safely themselves, but also equips them with the skills to train colleagues, so that the Fire Service can train from within.
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Tax Relief
Without incurring tax charges, employers can: Lend cycles or cycling safety equipment to employees to travel to and from work employees can also use them for leisure as long as the main use is for commuting Provide workplace parking for cycles Provide incentives such as a breakfast for employees who cycle to work on designated cycle to work days Pay up to 20p per mile to employees cycling on business using their own bike Provide an interest free loan to an employee for the purchase of the employee's own bicycle and equipment which is less than 5000 per annum For further information go to http://www.hmrc.gov.uk/ and see: EIM21664 - Particular benefits: exemption for bicycles and cyclists' meals or refreshments EIM31240 - Employees using own vehicles for work: statutory mileage rates 2002/03 onwards EIM26140 - The benefits code: beneficial loans: exemptions from charge: small loans
Motorcycles
Significant improvements to the environmental performance of motorcycles have been made in the last decade, making the use of small and medium size 2-wheelers an environmentally preferable option to single occupancy car use - especially in congested urban traffic. Travel Plans should ensure that they address the issues and benefits surrounding motorcycling, more so as sales of small engine 2-wheelers increase. Many of the issues and concerns of motorcyclists are similar to those of non motorised cycles. As such, much of the guidance on this page can easily be adapted for motorcycles.
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Publicising the Traveline number (0871 200 22 33) to phone for specific journey information, for both local and national journeys Promoting Merseytravel's personalised journey planner service to staff as part of your organisation's Travel Plan, tailoring the information you provide to meet the needs of individual members of staff Displaying targeted timetable information at travel information points. This information can be displayed on notice boards, in leaflet dispensers and offices, or distributed to staff directly Holding an on-site travel information promotional fair, and arranging for timetable information to be provided at bus stops and shelters nearby Offering interest free loans for annual tickets to staff, spreading the cost of a long-term season ticket over the year, possibly via direct payroll deductions Arranging for public transport tickets to be sold directly at large sites or as part of an interest free loan scheme Providing information to visitors on how to access your site using public transport Including public transport information as part of your recruitment/induction policy for new staff Providing SAVEAWAY daily travel tickets to encourage people to use public transport for work purposes on an occasional basis
Provide an interest free loan to an employee for a travel pass which is less than 5000 per annum Provide tax free annual bus passes through Green Travel to Work schemes For further information go to www.hmrc.gov.uk and see: EIM21850 - Particular benefits: exemption for works buses EIM21855 - Particular benefits: exemption for subsidies to public bus services EIM26140 - The benefits code: beneficial loans: exemptions from charge: small loans
Tax Relief
Without incurring tax charges, employers can: Pay subsidies to finance a public transport service, provided the service is available to all employees and they pay the same fare as other members of the public Provide a works bus service with nine or more passenger seats at no cost to the employee, to transport employees between home and work, between work sites or between workplace and shops or amenities on workdays
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Flexible working
These initiatives are often driven by the requirement to attract good staff and to improve profit and workplace achievements. Flexi-time can stagger the time of arrival and departure, making public transport an easier option and reducing the number of cars travelling at peak hours which contribute to congestion and pollution. Compressing the working week achieves the same number of hours of work, in fewer working days e.g the 9 day fortnight or the 4 day week. Travel demand is thereby substantially cut and for working parents this may have the added benefit and incentive of reducing child care costs.
Teleworking
Work is no longer dependant upon geography; information can easily be exchanged between employees thousands of miles apart. Computer files, data, voice conversations, pictures and moving images and other multi-media technology can all be converted to electronic signals and sent through telecommunication pathways. The procedure, known as teleworking, relies on the use of information and communication technologies for its effectiveness.
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This use of technology allows some employees to carry out their work without leaving their homes all or part of the working week. Other employees may travel to a more convenient satellite office closer to home or a childs school. Information is accessible 24 hours a day and allows employees to work at times that suit themselves and their employer. Video conferencing and data conferencing can now be run from ordinary desktop computers. They are becoming increasingly cheaper to perform and save travel costs. The benefits of teleworking are not automatic; measures must be planned and managed properly to reap the rewards. Occasional and informal teleworking schemes do not require extensive health and safety procedures, more information can be found at www.hse.gov.uk. Further information on introducing a teleworking scheme in your organisation can be found in the TravelWiseHow to... guides at www.LetsTravelWise.org. Many companies have achieved successful levels of homeworking, supporting staff with facilities, equipment and practical assistance.
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4. Failsafe parking. When youre finished with it, park the car back in its allocated space, return the keys and walk away. 5. Simple monthly payments. Each month you will be emailed full details of your company usage and can pay in a variety of ways to suit your organisation. 6. Expect major savings. Using WhizzGo means you pay for what you use, rather than a lease car where you pay an annual fee. It also allows employers to reduce costly personal mileage claims by offering an alternative.
Case Example
The WhizzGo service is convenient, handy and easy to use. It saves time having to travel home to pick up a car for meetings as the WhizzGo car is located just a couple of minutes walk from the office. There is no need to claim expenses, and bookings can be extended when necessary which is useful when meeting schedules change. Ben Riley, Taylor Young - Liverpool Contact WhizzGo at www.WhizzGo.co.uk for more information about rates and locations in Liverpool.
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Measures
Find out who genuinely needs to use a car such as for work business and those with childcare responsibilities Consider the number of spaces needed for motorcycles and scooters Give priority spaces to disabled employees/visitors and car sharers Restrict access to those living near to the site/with good public transport option Issue parking permits and credit them with a value Buy out permit holders with an exchange for public transport pass Operate a cash alternative
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Tax Relief
Without incurring tax charges, employers can: Provide transport home from a permanent workplace on no more than 60 days in any one year because of the failure of car sharing arrangements Pay an allowance for business passengers of up to 5p per mile per passenger, provided the passenger is an employee on business travel For further information go to www.hmrc.gov.uk and see: EIM21731 - Particular benefits: late night journeys and breakdown in car sharing arrangements EIM31405 - Employees using own cars or vans for work: the approved amount for passenger payments
Smarter Driving
There are several ways you can encourage employees to think more efficiently about their use of the private car. In meeting the objectives of reducing reliance on vehicles you could offer, as part of your Travel Plan, smarter driving lessons to improve peoples driving skills and make their driving as efficient as possible. This reduces fuel costs and improves use of the car. The Energy Saving Trust also offer helpful advice on smarter and greener driving tips, which can be found at www.energysavingtrust.org.uk, or visit TravelWise website www.LetsTravelWise.org for more information.
Green Fleet
Once you have reduced your vehicle use as much as possible and implemented eco driving techniques you can also think about using alternative fuels. There are many different types of fuel available including Liquefied Petroleum Gas (LPG), Compressed Natural Gas (CNG), biodiesel, biomethane, bioethanol and biobutanol. Some of these fuels can reduce CO2 emissions, some can reduce regulated emissions which lead to poor local air quality, and some can achieve both. Before switching to any alternative fuel it is essential that you check with the fuel producer and with your vehicle manufacturer to ensure that the fuel is suitable for your vehicle and that the fuel is sustainably produced. It is also important to understand exactly what you are getting. Biofuels can be made in many different ways, so for example biodiesel is not a single fuel like diesel but covers a range of fuels with similar characteristics. More information on fuels is available at www.ecotravel.org.uk and www.bionic-project.eu which is a part EU funded project co-ordinated by Merseytravel supporting the production and use of sustainably produced biofuels in five countries. You will also find details of the North West Biofuels User Group which provides support for businesses in the North West of England who want to use sustainably produced, locally sourced biofuels.
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Annexe
Assessing your organisation
How many people are employed at your site: Full-time Part-time Shift workers Seasonal Workers Contractors Do you operate: Shift working Flexi time Home working Compressed hours Does your recruitment policy: Offer incentives to relocate near the work place Provide information on all modes of travel Encourage recruitment from the local area Are employees offered: Interest free loans for public transport season ticket Subsidised public transport tickets Interest free loans for bikes, equipment and clothing Pool bikes for work journeys Mileage rate for cycle journeys for business trips Free car parking Free cycle parking Free motorcycle parking Essential or casual car user allowances Car share scheme Computerised travel planning facilities Shuttle/taxi service to local rail/bus stations Yes/No Yes/No Yes/No Yes/No Yes/No Yes/No Yes/No Yes/No Are visitors to your organisation: Given travel advice including all modes Offered designated visitor car parking Yes/No Yes/No Yes/No Yes/No Yes/No Yes/No What is your policy on company cars: Who is entitled Are cars with low emissions/smaller engines encouraged Are the cars available for use as pool vehicles Yes/No Yes/No What is your policy on fleet vehicles: Are vehicles with low emissions/smaller engines encouraged What are they used for Yes/No Yes/No Yes/No Yes/No Yes/No Yes/No Yes/No Yes/No Does your organisation support home working: How many staff work from home How are they supported Does your organisation operate: Video conferencing On-site facilities (e.g. crche, shop) Yes/No Yes/No Yes/No Is a guaranteed ride home in case of emergency offered to: Those working late Car sharers Walkers Motorcyclists Cyclists Yes/No Yes/No Yes/No Yes/No Yes/No
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TravelWise
Contacts
TravelWise Merseyside
LTPSU 24 Hatton Garden, Liverpool L3 2AN Tel: 0151 330 1253/1290/1855 info@LetsTravelWise.org www.LetsTravelWise.org
Wirral
Colin Irlam Wirral Council Technical Services Cheshire Lines Building Canning Street Birkenhead, CH41 1ND Tel: 0151 606 2366 colinirlam@wirral.gov.uk
Liverpool
Catherine Hastie Liverpool City Council Transportation Municipal Buildings Dale Street, Liverpool L2 2DH Tel: 0151 233 3000 catherine.hastie@liverpool.gov.uk
Sefton
John Toker Travel Awareness & Road Safety Team Technical Services Department Sefton Council Magdalen House 30 Trinity Road Bootle L20 3NJ Tel: 0151 934 4259 john.toker@technical.sefton.gov.uk
St Helens
Lyndsey Ryder St Helens Council Transport Planning Town Hall, Victoria Street St Helens WA10 1HP Tel: 01744 456188 lyndseyryder@sthelens.gov.uk
Merseytravel
Huw Jenkins Merseytravel 24 Hatton Garden Liverpool L3 2AN Tel: 0151 330 1110 huw.jenkins@merseytravel.gov.uk
Knowsley
Patience Jones Knowsley Metropolitan Borough Council Poplar House Poplar Bank Huyton L36 9WU Tel. 0151 443 3023 patience.jones@knowsley.gov.uk
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Travel Plans help businesses move people and goods to where they need to be easily and efficiently. Implementing Travel Plans with employers, visitor attractions and residential locations is a key part of Merseysides Local Transport Plan. The 2006 - 2011 Local Transport Plan is a long-term strategy and 230m transport improvement programme providing Merseyside with a safer, greener, more efficient and accessible transport network. Merseytravel and Knowsley, Liverpool, Sefton, St Helens and Wirral Councils form the Merseyside Transport Partnership. TravelWise is the partnerships campaign to help people on Merseyside make smarter travel choices.
Contact the TravelWise team for an informal discussion: 0151 330 1855 or visit www.LetsTravelWise.org
Local Transport Plan Partnership