08. MORECO Methodology

8/13/2019 08. MORECO Methodology

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Methodology

Walter Riedler, Daniela Bischof

Salzburg Institute for Regional Planning and Housing, SIR

Salzburg, Austria

February 2013


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Smart locations for better liveability

www.moreco-project.eu Page 2 of 46

Index

1. INTRODUCTION PURPOSE OF THIS DOCUMENT .............................................................41.1. MORECO Summary ..............................................................................................................41.2. Alpine Space Context ............................................................................................................51.3. MORECO Objectives ............................................................................................................61.4. Structure of MORECO Project ...............................................................................................71.5. Time line ...............................................................................................................................91.6. Overview of MORECO Main Documents ...............................................................................9

2. WP4 ANALYSIS AND EXPERT EXCHANGE: .........................................................................INPUTS FOR THE MORECO APPROACH OF GOVERNANCE............................................. 11

2.1. MORECO Winter School ..................................................................................................... 112.2. Conference on Urbanism Costs ........................................................................................... 112.3. SWOT Analysis ................................................................................................................... 12

2.3.1. SWOT Analysis Parts ................................................................................................... 132.3.2. SWOT Appendix 1: Factsheets Overview of pilot sites ............................................... 142.3.3. SWOT Appendix 2: Motivations for residential site and mobility mode decisions ........... 15

2.4. Good Practice Collections ................................................................................................... 172.4.1. Good practice collection of multidisciplinary approaches ............................................... 172.4.2. Good practice collection of tools: ICT tools, planning tools, stakeholder involvement tools

.................................................................................................................................... 173. MORECO APPROACH OF GOVERNANCE .......................................................................... 18

3.1. Synoptic View ..................................................................................................................... 183.2. Reference to the Alpine Space Programme ......................................................................... 203.3. Target Group: Households .................................................................................................. 21

3.3.1. Reasons for selection ................................................................................................... 213.3.2. Objectives .................................................................................................................... 213.3.3. Pilot Actions ................................................................................................................. 22

3.4. Target Group: Planners and Mobility Actors ........................................................................ 243.4.1. Reasons for Selection .................................................................................................. 243.4.2. Objectives .................................................................................................................... 243.4.3. Pilot actions ................................................................................................................. 25

3.5. Target Group: Policy-Makers ............................................................................................... 273.5.1. Reasons for selection ................................................................................................... 273.5.2. Objectives .................................................................................................................... 273.5.3. Pilot Actions + Governance Strategy ............................................................................ 28


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4. WP5 FRAMEWORKS FOR TOOLS ....................................................................................... 304.1. Framework MORECO Tool for Households ....................................................................... 304.2. Framework MORECO Tools for Planners and Mobility Actors ........................................... 32

4.2.1. Regional Analysis......................................................................................................... 334.2.2. Settlement Assessment ................................................................................................ 344.2.3. Mobility Planning .......................................................................................................... 36

4.3. Framework MORECO Tool for Policy-Makers ................................................................... 375. WP5 EX-ANTE EVALUATION AND ACTION PLANS ............................................................ 40

5.1. Action Plans ........................................................................................................................ 405.2.

Ex-ante Evaluation .............................................................................................................. 41

6. OUTLOOK AND FURTHER WORK-PACKAGES .................................................................. 437. BIBLIOGRAPHY AND LIST OF FIGURES AND TABLES ..................................................... 45

7.1. Bibliography ........................................................................................................................ 457.2. List of Figures and Tables ................................................................................................... 45


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1. Introduction Purpose of this Document

The purpose of this document is to outline the way of proceeding in MORECO-project. It guides theproject partners and network partners through the project.

Common definition of methodology = a guideline for solving a problem, with specific components

such as tasks, phases, methods and tools

This MORECO methodology document is aligned with the approved MORECO project description

project's objectives, work-packages (WPs), actions and expected outputs which have been defined

and contractually set in the application form. Application form contents and expected outputs are now

substantiated by a more accurate description of the planned actions.

The MORECO methodology will be a basis for developing the final MORECO governance strategy

(MORECO White Book).

1.1. MORECO Summary

Insufficient accessibility to public transport

services is one of the results of urban sprawl

arising from the dynamic settlement

development in the hinterland of Alpine cities.

This forces people to motorised private

transport, which causes environmental

pollution, traffic congestion, high follow-upcosts for infrastructure, high individual mobility

costs and high time costs for commuting and

daily supply.

MORECO's main objective is to support a

sustainable, resource-friendly settlement

development which follows supply

facilities and public transport axes.

MORECO wants to steer future housing

market towards smart locations that offer a good quality of supply to minimize future mobility

costs. For this purpose it combines planning measures and spatial policies with activities of transportproviders and mobility actors. In addition a bottom up approach involves house hunting households

and residential construction actors who have direct influence on the property market. Innovative tools,

ensuring reliable information and high transparency of long-term MObility + REsidential COsts,

support the actors in their decision-making processes.

MORECO's innovative tools will be tailored to target groups. They will be developed and implemented

practically by 10 project partners in 5 Alpine Space (AS) countries (Austria, France, Germany, Italy,

Slovenia) in governance processes. Two evaluation phases ensure the quality and the transferability

of the results. These results are summed up in a final White Book in order to transfer the MORECO

strategy to other regions in the Alpine Space.

Fig. 1. Smart locations

Short ways, low mobility costs


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1.2. Alpine Space Context

Economic and demographic dynamics in the

Alpine Space have led to extensions of peri-

urban areas, to splitting of the territory,

splitting of transport services and to

enormous increase of private motorised

traffic. This is very problematic because of

the strictly limited space for settlement

development in the Alpine Space.

The range of new settlement development

differs in Alpine Space regions.Nevertheless many of the problems are

similar, seen from small municipal level up to

agglomeration level.

The negative consequences of these still on-

going tendencies are:

Increased commuting, increased

motorised individual traffic

High emissions (CO2, pollutants, noise)

Reduced regional competitiveness bytraffic congestions

Reduced profitability of transport

services

Accessibility constraints for population

groups which depend on public

transport

High mobility costs for private

households, high time expenditure,

reduced quality of life

Vulnerability of real estate values in

case of heavily rising energy costs

Vulnerability of real estate values and

public infrastructure costs in case of

declining demand

Excessive land consumption (loss of

farm land)

Governance measures for spatial development and transport development are key factors in

influencing future mobility, avoiding enforced individual motorised mobility, but they face big

Fig. 2. High individual costs and follow up costs of

mobility

Fig. 3. Typical contrast of residential costs and mobility

costs, visualised in the Munich region

Quoted by: FRANZ, 2012 2, p.24


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problems:

Most everyday trips start and end at home. So residency locations influence mobility habits

considerably, as well as opportunities for sustainable traffic (walking, cycling, public transport),

accessibility and long term costs. But many house hunting households do not consider long term

effects, but they are mainly searching for cheap building sites and low residential costs.

Public authorities and political decisions frequently follow residential market demands, neglecting

long term effects of an inappropriate development.

1.3. MORECO Objectives

MORECO's main objective is to support a sustainable, resource-friendly, optimised polycentric

settlement development in the Alpine Space, which follows supply facilities and public

transport axes. MORECO wants to steer the future housing market towards smart locationsthat offer a good quality of supply in order to minimise future mobility costs. It aims at improving

accessibility of Alpine regions, fostering environmental friendly, sustainable mobility modes (walking,

cycling ) and minimising environmentally harmful consequences, which are frequently caused by

private motorised transport. In the long term it directly influences climate change by avoiding future

private motorised traffic, secures access to infrastructures by using existing ones and re-enforces

polycentric territorial patterns. It can be another step to preserve the Alpine Space an attractive place

to live, work and invest. Investment is another keyword, because in case of heavily rising energy

prices, homes in remote areas or areas without sufficient infrastructure for daily supply face the risk of

losing their value. Minimising this risk is also a long term result of MORECO.

These MORECO-objectives shall be achieved

by better steering oportunities for spatial settlement development as well as a finely tuned

balance between territorial planning and mobility planners.

by influencing site decisions of the private house hunters and public stakeholders towards

sustainable settlement areas in order to minimise individual future mobility costs.

by implementing tools practically and installing new cooperations in governance on local and

regional level

by promoting and improving the access to existing infrastrucutes especially in the field of

public transport in Alpine Space by optimising settlement structures and by integrating mobilityplans into planning actions

by improving and fostering public transport service by attracting potential customers, rising

demand, increasing profitability and efficiency

by raising awareness among the involved parties: Qualified information material and cost

transparency will be provided in new trainings and consulting services, new cooperation

networks of local and regional stakeholders will be built up

by transferring tools + innovative governance approach to the national, transnational +

European level


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1.4. Structure of MORECO Project

The MORECO project 20112014 is structured by work-packages (WPs). This structure was

developed by the partners during the preparation phase (WP1) before application for the Alpine SpaceProgramme funds. Project Management is called WP2.

The WPs are mainly arranged in a chronological order. WP4 to WP7 bear specific reference to

methodology.

WP4 (Analysis and Expert Exchange)builds a common understanding of decision making

processes for residential sites and mobility as well as possibilities how to influence them. It

focuses on capitalisation of experiences of MORECO-partners and previous projects, builds on a

SWOT (anaylis of strenghs, weaknesses, opportunities and threats) of all MORECO-pilot sites.

During WP5 (MORECO Methodology and Tools)the common transnational methodology of

the MORECO project is set: An ex-ante evaluation + action plans + transferable tools are linkedto an innovative governance approach. Tools are elaborated and put in a transferable form by

tool frameworks. The different tools are adjusted to the target groups which were identified in the

project development process such as house hunting households, practitioners and planners and

policy makers.

By testing and pilot action implementation in WP6 (Pilot Action Implementation)MORECO

know how is transferred to representative Alpine Space pilot regions. The Innovative MORECO

governance approach, based on tools, is applied and tested at local and cross-municipal level.

Finally, WP7 (MORECO Governance-Strategy)evaluates experiences of WP6 and gives final

shape to a transnational transferable MORECO governance strategy (= White Book) including

approved tools.

WP3 (Information and Publicity),WP6, WP7 contribute to lobbying and dissemination up to

EU level.


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Fig. 4. MORECO work breakdown structure:

Work-packages, actions and leading partners


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1.5. Time line

1.6. Overview of MORECO Main Documents

The main transnational outputs of the project are updated on MORECO website

http://www.moreco-project.eu , in the website section Results. The partner section of the website

contains a complete documentation of the contents of all work-packages.

Work-package Report / Output Details

WP3 Informationand Publicity

MORECO Website

MORECO leaflets

Templates

WP4 Analysis andExpert Exchange

MORECO SWOT Analysis SWOT Settlement and mobility

SWOT Laws and policies

Annex 1: Factsheets Overview

of Pilot Sites

Fig. 5. MORECO content related work-packages.

They are accompanied by WP2 Project Management and WP3 Information and Publicity


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Work-package Report / Output Details

Annex 2: Motivations for

Residential Site and Mobility Mode

Decisions

MORECO Good Practice

Collection of Multidisciplinary

Approaches

MORECO Good Practice

Collection of Tools

MORECO Winter SchoolReport

MORECO Conference

Report Impacts on Urban

Development Costs

WP5 MORECOMethodology andTools

MORECO Methodology

MORECO Ex-ante Evaluation

and Action Plans

Annex 1: Questionnaire Pilot

Activities

Annex 2: Pilot Activities Additional

Questionnaire

Annex 3: Action Plans of 7 Pilot

Sites

Annex 4:Overview of Pilot Actions

Framework MORECO Tool

for Households

Frameworks MORECO Tools

for Planners and Mobility

Actors

Regional Analysis

Annex: Maps

Settlement Assessment

Mobility Planning

Framework MORECO Tool

for Policy-Makers

Annex 1: MORECO Slide Pool for

Policy-Makers

Fig. 6. Overview of main MORECO documents at the end of WP5, beginning of the year 2013.


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2. WP4 Analysis and Expert Exchange:

Inputs for the MORECO Approach ofGovernance

WP4 builds a common understanding of decision making processes concerning residential site

decisions and mobility decisions, identifying chances how to influence them by cost information and

governance processes. As the partners and experts bring along broad know how, WP4 strongly builds

on results of existing projects it contributes to build the common methodological background. This WP

is focused on research and data collection. Thus it is mainly steered by research partners.

2.1. MORECO Winter SchoolMORECO Winter School was a public event in the analysis and expert exchange phase of the project.

It took place on 16 and 17 November 2011 at the premises of the Urban Planning Institute of the

Republic of Slovenia in Ljubljana. The purpose of the event was to receive expert input, learn about

good and bad practices, exchange ideas, establish networks, as well as enable creative exchange on

possible tools and measures to reach the MORECO targets.

Winter School expert lectures concerned

house hunting households motivations, cost calculator, cost scenarios

cost tools for consultancy and training in the sector of spatial planning and mobility planning residential development and follow up costs, GIS for settlement and mobility development,

compensation instruments in planning practice and land use operations around train stations.

25 participants worked out proposals for the MORECO project in 2 world caf sessions, concerning

the following topics:

Mobility behaviour and location decisions.

How can the presented tools support private households?

Application and preconditions of cost calculation tools.

How can the presented tools support planners and political decision makers?

Possibilities for saving mobility costs by smart settlement development Application and preconditions of planning tools.

All partners have attended MORECO Winter School. The results will assist them in further stages of

the project. The lectures, proceedings and results are available on MORECO website.

2.2. Conference on Urbanism Costs

This conferencetook place on 26 June 2012 at the premises of Rhne-Alpes Region in Lyon, titled

The impact of residential choices and commuter mobility on urban development costs for local

authorities. The conference was divided into 2 plenary sessions and 4 workshops:


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2.3.1. SWOT Analysis Parts

The first part of SWOT Settlement and Mobility gives an overview of the special location,

dependent strengths, weaknesses, opportunities and threats of each pilot site. The mentioned aspectsare categorised by the following topics:

Demographic development

Settlement development

Infrastructure

Traffic and mobility

Chapter 1.3 and 1.4 of SWOT-Analysis refer to the common results and common challengesfor

MORECO.

Partial excerpt of challenges:

The SWOT analysis shows that there is a wide variety of framework conditions in the different pilotsites. The constitution the settlement development and the public transport system depends very

strongly on the location and the size of the area and other parameters. This means that there is also a

wide range of problems which need to be solved in each pilot site.

There are common challenges concerning the settlement structure and the mobility situation though.

MORECO tries to tackle these issues like for example:

High residential costs (especially in the city centres)

Give possibilities to minimize residential and induced mobility costs

Unsustainable mobility behaviour of the population (especially in the peripheral and suburban areas)

Point out the relations between residential location and mobility costs, lead people to choose themost efficient location, support coordinated mobility services

Car-oriented attitudes of the upcoming elderly generation may slow down the trend towards an

increasing use of public transport systems

Demonstrate the possibilities to save money and time by choosing the most effective (public)

transport means

Decentralised settlement structure may force increasing motorisation

Force people to move to locations which are well-connected to the public transport system, force

planners to develop sustainable settlement structures and connect peripheral regions

(FRANZ & GULI, 2012, p.21),

The second part of SWOT Laws and Policies shows an overview of the regulative background in

the Alpine Space programme cooperation area based on pilot sites questionnaire analysis results.

Since between the laws, regulations and plans in the field of spatial planning and transport at different

territorial levels of the ASP considerable systemic differences exist, it was decided to present in

continuation those contents which are related to the purpose and objectives of the MORECO project

and are of common concern for the AP as a whole. The overview is structured in the following

chapters:

National laws and regulations on settlement development


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Regional laws and regulations on settlement development

Local regulations on settlement development

National laws and regulations on transportation (mobility and accessibility) Regional laws and regulations on transportation (mobility and accessibility)

Local regulations on transportation (mobility and accessibility)

Sustainable urban mobility plans

Spatial plans

(FRANZ & GULI, 2012, p.21)

Chapter 2.6 of SWOT-Analysis sums up conclusions of the SWOT Laws and Policies.

Partial excerpt of conclusions:

Based on the presented analytical findings it is possible to conclude that the objectives andguidelines, referring to the need of improved integration of sustainable mobility and optimised

polycentric settlement development, are essentially of declarative nature.

For the sub-optimal implementation of the presented guidelines it is possible to expose, in addition to

the weaknesses identified in the responses to the questionnaire, a number of different sorts of

(potential) barriers, which may be structured in the different groups, such as: financial, institutional,

instrumental, physical, political, procedural and legal, but also social, psychological and technical

(adapted from ISIS et al., 2003; May et al., 2005; Banister, 2008; Hull, 2009). The overcoming of them

is of key importance for improving accessibility and fostering sustainable mobility by an optimized

polycentric settlement development (FRANZ & GULI, 2012, p.30f)

2.3.2. SWOT Appendix 1: Factsheets Overview of pilot sites

This SWOT part gives a short and graphical overview of each MORECO pilot site.

The MORECO website, section pilot areas, provides all factsheet and even more details about the

pilot site and interactive maps of each pilot site.


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2.3.3. SWOT Appendix 2: Motivations for residential site and mobility mode

decisions

A special part of work-package 4 deals with the relationship between living and mobility in the aspect

of motivations:

The project derives from an implicit assumption that households and the other aforementionedstakeholders predominantly make decisions about new residential sites and consequently transport

modes consciously, while not considering all relevant objective information particularly pertaining to

long-term costs of housing and mobility.

Motivations as well as other factors such as quality of life, values, beliefs, norms, lifestyles and

housing preferences are supposed to have a significant impact on long-term conscious decisions

taken by actors (GULI, 2012,, p.3f)

Fig. 7. Example of a pilot site fact sheet:

Pilot sites of project partner Province of Belluno. Source: FRANZ, 2012 1, p.8


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MORECO SWOT Appendix 2 document gives an overview of motivation as well as on elements of

mobility and site decision making processes which motivate household and other stakeholders choice

of housing location and mode of transport.

Chapter 4 of SWOT-Appendix 2 presents the conclusions.


Analysis of the main factors of residential location decisions and travel pattern choices / behaviour

showed that there are roughly three set of factors, namely:

Socio-economic characteristics of households which among others include: household structure,

gender, family income, life-course position, social network, individual lifestyles that depend on

values and beliefs, residential preferences and aspirations, psychological bonds with a place,

residential experiences, disadvantaged persons, car and/or season-tickets for public transport

costs etc.).

Mobility generating activities, such as trip to work, school, shopping and leisure facilities etc.

Land use and housing characteristics: accessibility and pleasantness, topography, residential

density, settlement size, structure and

density, provision of infrastructure facilities,

public transport supply, ethnicity of

neighbours, social facilities, the quality of

the natural and social environment,

functionality and spaciousness of the house

etc.

Quality of life of population represents another

factor that motivates households and other

stakeholders choice of housing location and

mode of transport.

The location of housing in relation to jobs,

shopping, transportation and other services

significantly impacts quality of life (QOL).

Housing located near jobs, services and public

transportation infrastructure has the potential to improve the urban and regional QOL by reducing

traffic, commuting duration and air pollution. Housing is a fundamental component of QOL. Without

appropriate shelter, people cannot meet their basic needs and participate adequately in society.Housing issues can have flow-on effects for health, education and community wellbeing. The decision

to buy or rent a home is a large financial commitment that, in most cases, will continue to influence the

QOL, access to opportunities and transportation patterns of families and individuals long after the

event.

Values among other factors such as cost of travel, social norms, perceptions of convenience,

accessibility etc. represent one of the very important factors which affect choice of housing location

and travel behaviour as well as its possible changes. The same goes for housing preferences which

represent one of the key factors that influence the motivation of people in choosing an appropriate

residential location. (GULI 2012, p.36f)

Fig. 8. Slide of MORECO Winter School

Source: UIRS


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2.4. Good Practice Collections

Two documents give an excerpt of good practices, considered while developing MORECO

methodology elements and tool frameworks.

MORECO Good practice collection of multidisciplinary approaches

MORECO Good practice collection of tools

2.4.1. Good practice collection of multidisciplinary approaches

Integrative, innovative planning approaches are defined for MORECO as effective planning

approaches which combine especially settlement and transport development and/or mobility aspects.

These approaches often involve a lot of different (unusual) strategies, tools and stakeholders to solve

local problems. Some of them are research activities or projects which lead to a more sustainablesettlement and transport development.

The main focus of this good practice collection is on the following two categories

Integrative (planning + mobility) practice

Decision making practice

2.4.2. Good practice collection of tools: ICT tools, planning tools, stakeholder

involvement tools

Specific tools, implementation of these tools

in existing governance and tools effects for

better governance are important issues in the

MORECO project.

The actual good practice collection contains

some international tools which serve as

examples for the technical development of the

MORECO tools for private households as well

as for planners and decision makers.

Fig. 9. MORECO Good practice collection of tools

example: WOMO Munich tool

Quoted by: Franz, 2012 3, p.24


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3. MORECO Approach of Governance

3.1. Synoptic ViewMORECO's main objective is to support a sustainable, resource-friendly, optimised polycentric

settlement development in the Alpine Space, which follows supply facilities and public

transport axes. MORECO wants to steer the future housing market towards smart locations

that offer a good quality of supply in order to minimise future mobility costs.

A broad set of responsibilities is concerned by these issues.

For this reason MORECO specifies a cross-

sectorial governance approach. It addresses a

concerted set of actions, based on MORECOspecific toolsfor specific target groups.

Governance= The way how decisions are

taken including private and public actors of

different fields

MORECO's objectives can only be reached by

interactions / combinations / collaboration /

synergies of target group specific activities.

MORECO combines

a bottom up approach for house hunting households and stakeholders, closely linked tohouse hunting households

technical and cooperative actions for spatial planners and transport providers

political / administrative actions and strategies especially on a local and cross-municipal

level.

In this MORECO governance approach all activities for the identified target groups are assisted by

innovative tools. They include technical ICT (Information and communication tools) and innovative

governance processes and result in a transnational strategic political tool (MORECO White Book).

The central topic of the approach is a higher transparency of cost effectsand an intense use of cost

information in all MORECO governance activities. Costs may be monetary but may also be measured

in other units like time, risks, energy etc. The focus of these costs clearly is on mobility costs.

Residential costs are the main factor for settlement development weather to be sustainable or not. So

residential costs are a topic of MORECO too but the main interest is on how mobility costs contribute

to the total costs.

A set of appropriate pilot actions of the MORECO partners in the project's implementation phase WP7

covering the following governance questions:

How to foster a bottom up approach in this decision making process?

How to improve transparency of long term costs for settlements and mobility for citizens and

policy makers?


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How to develop an integrated, multidisciplinary planning and mobility approach?

How to give tools to planners and policy makers in order to include MORECO-issues into local

and regional long-term-development?

9 MORECO partner are defining their main actions, using selected tools for testing and implementing,

as parts of this common approach of governance. Project partner IMOVE is transnationally assisting a

specific household tool.

Before starting the action plans are evaluated with regard to the common methodology and main

MORECO objectives. Details are described in the following chapters. The chapters are primarily

oriented on MORECO application form that serves as the obligatory frame for the whole project.

Fig. 10. Synoptic view of MORECO Approach of Governance


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3.2. Reference to the Alpine Space Programme

MORECO is well aware of the aim to enhance a balanced territorial development to make the Alpine

Space (AS) an attractive place to live, work and invest: in fact the results of the developed spatialplanning techniques will lead to a strong balance between territorial planning and mobility planners.

MORECO will improve the accessibility of Alpine Space areas by integrating mobility plans into

planning actions and fostering the public transport. This leads to a decrease in the use of private cars,

to a reduction of traffic, congestion and pollution, to an improvement of the accessibility to services,

and to a better connectivity within cities, with their hinterland and among cities. All these actions will

result in a better quality of life, which will benefit from a rational planning. It directly influences climate

change by avoiding future private motorised traffic, secures access and the use of existing

infrastructures and reinforces polycentric territorial patterns.

Vertical cooperation is achieved by the partnership with regional authorities, local authorities,

universities, research centres, which have different roles and needs in the decision making processes.

Horizontal cooperation: the participation of public authorities and universities, joined by observers of

the public transport sector, is ensuring a representation of the society at different levels like policy

makers which take the political decisions, actors which provide technical support for decisions and

finally stakeholders from the civil society, particularly citizens (households), are involved by the local

authorities.

MORECO is innovative because it mixes the skills, competences and backgrounds of different actors

in one unique methodology which can be applied to the whole Alpine Space. The innovative approach

is evident in the methodology construction: The bottom up approach to involve stakeholders in

planning processes, the integrated planning and mobility plans, the ICT tools used in the planningactivities. All relevant actors are involved in MORECO to achieve a political commitment and better

governance. MORECO develops new tools by using technologies and intensive capitalisation of

experiences and results.

MORECO is household-oriented without making any difference between men and women. The

solutions which will be developed through the MORECO project will make life easier for all citizens.

Furthermore, MORECO will foster sustainable planning and use of public transport, thus favouring the

access to public transport to all the citizens, including people with disabilities. The sustainable

development in terms of economic, social and environmental aspects is strongly addressed by using

MORECO tools in the long term cities will face a better planning, thus diminishing private traffic,

congestions, pollution, citizens will use costs calculators saving money and time in commuting.MORECO strategy is very interesting for mountainous regions because commuting-traffic is

concentrated on valleys and their transport axes. In most of the AS regions and valleys and

surroundings of cities, private traffic created by a lack of public transport and sprawled settlement

is causing problems like congestion, pollution, accidents and increasing costs. Mountainous areas and

valleys are particularly affected by these negative impacts because small villages are likely to have a

dispersed structure.


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3.3. Target Group: Households

3.3.1. Reasons for selection

Governance measures for spatial development and transport development are key factors in

influencing future mobility, avoiding enforced individual motorised mobility, but they face big

problems: Most everyday trips start and end at home. So residency locations influence mobility habits

considerably, as well as opportunities for sustainable traffic (walking, cycling, public transport),

accessibility and long term costs. But many house hunting households do not consider long term

effects, but they are mainly searching for cheap building sites and low residential costs.

Public authorities and political decisions frequently follow residential market demands, neglecting long

term effects of an inappropriate development.

Spatial planning defines the frame for settlement development. But in many cases private actorslike

private or corporative residential construction companiesdetermine big parts of the housingsupply. They buy land, build apartment-houses and offer new apartments. Thus they have direct and

strong influence on settlement development and subsequently on the mobility of the future residents.

This is the reason why they are a sub-target group for MORECO, closely connected to house hunting

households. The same is true for banks. Banks must have interest in the long-term stability of real

estate values. Banksmust be aware of future trends to minimise credit risks for residential properties.

Such risks can be for example decreasing demand-effects or decreasing property values, caused by

demographic change or heavily rising energy/mobility prices, which impact most heavily remote areas.

Banks can be disseminators of information in order to lead house hunting households and investors to

invest in sustainable locations. Banks are also expected to have good knowledge about future

settlement developments to minimise credit risks. Housing subsidy bodies, including counsellingservices, are a partner-specific (e.g.SIR) target group too, because they exert big influence on

location decisions of house hunting households.

3.3.2. Objectives

Influencing the decision-making processes of private house hunters, looking for a new place to

live in, by creating transparency of private mobility cost effects of locations

Preventing high private investments in non-promising sites, that raise high follow up mobility

costs

Influencing site decisions of residential construction companies towards sustainable settlement

patterns, reducing mobility costs for future residents via banks and via residential construction

sector, by promoting long-term objectives and definite spatial planning determinations, steering

towards smart locations


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3.3.3. Pilot Actions

Offering an interactive MORECO cost calculator tool for house

hunting households to simulate the mobility cost effects of eachnew location someone is interested in. Comparing different

locations shall lead to better decisions, reducing future mobility

requirements, especially reducing future needs for private

motorised transport. Positive mobility cost effects (monetary,

timely, long-term) of a new house or a new apartment in smart

locations shall be shown. Long term cost shall be transparent in

order to compare mobility and residential costs.

Implementing Stress test for budgets in information tools for

house hunting households in the form of future mobility costs

e.g. derived from energy price scenarios.

Implementing MORECO-strategy in consulting services (e.g.

housing counselling). Consultants shall be aware of the mobility

and cost consequences of each new house, depending on its

location. They shall integrate MORECO-issues in their

counselling-activities, e.g. by individual consulting, by

information and consulting brochures, by recommending the

MORECO cost calculator tool.

Providing knowledge about future settlement development (e.g.

spatial planning, energy price scenarios, demographic

scenarios) for banks and the residential construction sector in

trainings, seminars, conferences.

Implementing GIS based methods to estimate and visualise

future scenarios, showing risks of investments in areas without

good public-transport-access.


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Fig. 11. Sample pilot actions for households


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3.4. Target Group: Planners and Mobility Actors

3.4.1. Reasons for Selection

Spatial planning defines the frame of settlement development, thus influencing accessibility and

subsequent mobility of the future residents.

Many single planning decisions on local level concerning new building land for residential areas have

in total serious consequences on mobility and traffic. This is often neglected in a single planning

decision, as the long term consequences hardly seem comprehensible. Planning processes always

have to weigh a lot of criteria. If mobility effects of new settlements gain higher weight, spatial planning

can lead to more sustainable settlement structures, causing less motorised private traffic. To assist

this weighing process, planners need reliable tools to evaluate future mobility cost effects e.g. mobility

cost effects of new allocations of building land.

As many concrete planning drafts are done by independent or administrative planners onlocal/municipal levelMORECO concentrates on this level. Mobility issues have impact on the

municipality of residence, but mostly on the surrounding region too. For this reason a cross-

municipal levelof planning is also taken into consideration.

In order to implement a sustainable settlement development, the coordination and collaboration

between spatial analysts and mobility actors is very important. The aim is to foster settlement

development along efficient and attractive public transport axes and also to support well-accessible

and well-connected residential locations. Due to good pedestrian accessibility of public transport stops

or daily supply facilities, it is possible to cover distances environmentally friendly with public transport.

Increased consideration of mobility relevant planning aspects needs co-operations across disciplines

and divisions, not only within the partner network of MORECO.

Innovative tools and basics for planning are developed in order to support an intensive cooperation,

collaboration and exchange between spatial planning, traffic planning, municipalities, transport

services and traffic associations.With an appropriate contribution, the public transport offers shall

be tailored to the actual needs regarding demands for public transport stations and for mobility

requests.

3.4.2. Objectives

Integration of spatial planning and transport planning: Settlement development and supply ofpublic transport need to be linked more efficiently, e.g. by new forms of settlement assessment

and mobility planning or by planning of public transport stations / public transport routes,

according to demand and to spatial structures.

Intense cooperation of transport authorities and transport providers. Establishing a new planning

practise, characterised by the integration of mobility in spatial plans, interdisciplinary planning

and involvement of transport stakeholders. MORECO tools assist an integrated multidisciplinary

planning and mobility approach and serve as basis to foster collaboration between spatial and

mobility planners.

Intense cooperation of planners and policy makers.


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3.4.3. Pilot actions

Implementing interactive MORECO tools for settlement

assessment based on accessibility and mobility cost criteriafor selected pilot sites

Detailed regional analysis for a better information process,

comparability and transferability of information, resulting in a

more efficient work flows

Implementing the MORECO tools for mobility actors, e.g.

accessibility analysis, to support the planning of public

transport axes according to settlement development and vice

versa

Supporting new forms of cooperation between spatial

planning and transport providers / mobility actors, setting

new networks and new institutional cooperation

Promoting spatial strategies, which are supported by cost

and mobility criteria


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Fig. 12. Sample pilot actions for planners and mobility actors


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3.5. Target Group: Policy-Makers

3.5.1. Reasons for selection

Local and cross-municipal policy makers

This target category mainly addressesmayors / political representatives and approving

authorities on local level, because they are concretely responsible for municipal zoning planning, for

quantitative targets for future population numbers, for demands of building land and for medium- to

long-term financial planning. Thus they have to be aware of mobility effects, caused by their spatial

decisions, and to attach importance to those effects in decision processes. Besides this their

challenge is to convey and to enforce sustainable development principles to the population without

losing political popularity. New, reliable MORECO information tools are a fundamental assistance for

them.

Spatial planning, mobility and public transport affairs in particular refer to higher levels of spatialorganisation. Mayors, who are the main target group, have also influence on the higher levels by

contribution to cross-municipal associations and networks. These associations in the size from

very few municipality-members up to district or provincial level belong to the MORECO target groups

too.

Policy makers on higher levels up to EU

This target group is very important, because it has high power to promote the MORECO issues on

higher levels (e.g. provincial, regional, national, transnational and EU level). Its primary role is to be a

disseminator of the MORECO-strategy (White Book) in order to assist local and cross municipal

levels.

Another role of policy makers on higher levels is to establish superordinate regulations and laws. It is

important to harmonise the aims on all effected levels but also to pay attention to local and regional

characteristics and their specific needs. In a bottom up approach MORECO will develop selected

strategic proposals, tailored to the Alpine Space.

This target group will be mainly addressed by project activities of final work-package WP7 MORECO

Governance-Strategy.

3.5.2. Objectives

Boost policy makers awareness of MORECO problems at local level.

Good knowledge about relations between mobility, housing and costs, future trends, scenarios

and their effects

Policy makers drawing on easy understandable information materials and interactive methods.

These are offering reliable cost information, political relevant cost and decision factors for

residential sites and sustainable transport, which is translated into simple and general

statements

Policy makers having a set of arguments to justify appropriate spatial development decisions on

local and cross municipal level.


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Intense cooperation of planners and policy makers

Dissemination and transfer of MORECO governance strategy on higher political and

administrative levels

3.5.3. Pilot Actions + Governance Strategy

Using MORECO Tool Framework for policy makers on

local and cross-municipal level in workshops, trainings and

seminars. These actions take place during the pilot action

implementation period of MORECO. In many cases they

are directly linked to project actions for spatial planners and

transport actors or for households.

Political information campaigns: This action includesseveral events for policy makers mainly on cross municipal

levels up to EU level (e.g. political information campaign for

the MORO working group of mayors in Munich, MORECO

mid-term conference, MORECO final conference, )

Network of observers, pilot site stakeholders, MORECO

partners, experts.

Dissemination of MORECO White Book. This is a transferable

governance strategy presented as guideline for policy makers

derived from MORECO methodology and its evaluation. It

contains all transferable outputs and acknowledgements of the

project, including recommendations and tool description for

experts and technicians.


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Fig. 13. Pilot actions and WP7 activities for policy- makers


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4. WP5 Frameworks for Tools

Innovative tools are a central aspect of the MORECO governance approach. They have a strong focuson implementation, serving as a basis for implementation of pilot projects. Their transferability and

possibilities of transnational application is a main added value of the MORECO project. At first tools

are elaborated in the form of general, transferable tool frameworks. After that they are tested in

particular pilot sites to be spread all over the Alpine Space at the end.

Framework means transferable implementation structure.

Tool is used in a general sense, integrating technical tools, information tools and

communication tools

Tool frameworks are mainly descriptions of technical and communication contents, but may include

transferable software parts (e.g. in MS-EXCEL). Tool frameworks correspond to the main target

groups and actions of the MORECO project.

These tool contents serve as a basis for concrete implementation e.g. in pilot sites. Implementation

includes technical adopting, software design, filling in data of pilot sites, applying in pilot actions in pilot

sites, testing in governance system etc. After evaluation of pilot implementation, tool frameworks will

become part of the final MORECO White Book.

The following reports refer to the frameworks developed in WP5:

Framework MORECO Tool for Households

Frameworks MORECO Tools for Planners and Mobility Actors

Regional Analysis. Framework A of MORECO Tools for Planners and Mobility Actors + Annex:Maps

Settlement Assessment. Framework B of MORECO Tools for Planners and Mobility Actors

Mobility Planning. Framework C of MORECO Tools for Planners and Mobility Actors

Framework MORECO Tool for Policy-Makers

4.1. Framework MORECO Tool for Households

The general aim of the calculation tool for private households is to give an overview about the mobility

and residential costs for an inhabitant of the Alpine Space region per month referring on the individualresidential site decision. The biggest part of the tool concentrates on the calculation of the mobility

costs of a household divided into car costs and the costs for the public transport means. The tool

should be available for everybody in the Alpine Space region. It should be handled as simple as

possible.

The tool is mainly addressed to people who are searching for a new residential location and who want

to reflect future induced mobility costs. It shall influence the decision-making process of private house

hunters by increasing the transparency of private mobility cost effects of locations. In a long term view

high private investments in decentralized locations should be prevented. Instead, positive mobility cost

effects (according to money, time and long-term perspectives) shall be shown.


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In the end the calculator should help to change people's housing choices and mobility choices towards

smart locations and sustainable means of transport.

2. Technical Background

The MORECO calculation tool is developed as a MS-Excel document. This is an easy and affordable

solution for the project partner to provide a tool which can calculate all parameters of a residential and

mobility cost summarisation for different households. The main intention is to compare different

locations in order to differentiate the relations between the choice of a residential location and the

induced mobility costs. It intends to demonstrate how mobility costs can vary when households move

to dense or less dense areas.

The Excel-tool is structured into different tabs. The user is just able to see the tabs which are

important for the calculation. In the background there are three more tabs with the stored background

data and a calculation tabs for each location which is compared. (FRANZ 2013, p.3f)

The framework version of this calculator lets the user describe Household size (adults /children)

Residential costs (address / rent or credit paying / additional payments)

Regular trips (purpose / number of trips / interval / distance / time / means of transport)

Means of transport costs (season tickets / price / interval / cars / car details / energy price )

and it calculates

Summary (see figure below)

Scenario (like Summary, e.g. simple fuel price shock +50% calculation)

The main output of the calculation tool is on the one hand a summary of residential and mobility costs

of one or more chosen locations. This summary includes the amount of the costs structured into the

main cost categories residential costs, car costs, and public transport costs. These costs are

summarised for different periods per month, per year and also per ten years. Included in this summary

are also the time costs as far as numbered in the block Regular trips.

To visualise the amount of the residential and mobility costs, the user also finds an input form of all

costs of all locations to be compared. (FRANZ 2013, p.10)

During implementation in some MORECO pilot sites, this framework-tool can be adapted to regional

demands and data capabilities, it can be transformed to web-solutions and it can be connected tointeractive data, maps, routing systems and timetables.


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4.2. Framework MORECO Tools for Planners and Mobility

Actors

This framework offers examples, descriptions and technical templates for innovative tools, which can

be used by MORECO partners:

The main purpose of the tools is to support a sustainable settlement development, with a focus on

mobility costs, mobility behaviour, or in more general on mobility aspects. For the tool development

geographical information systems, models, spatial indicators and geospatial data are used in order to

create a decision support device.

The following points are important inputs for the henceforth generated models and tool:

In the tool it is important to respect different scales. This fact is important in order to display

functional regions of the system amongst each other and with higher ranked centres.

It is difficult to compare data transnationally, hence data harmonisation and also a data

comparison between all pilot areas is not a goal of the project. Data shall be used, according to

the lowest common denominators in order to keep data harmonisation efforts to a minimum.

It is interesting to show possibilities for analysis with different tools. In order to develop a

functional and effective tool, several possible ways to analyse the regions regarding transport

network, accessibility or development structures shall be used.

Support new cooperation forms with models and tools between public authorities and regional

Fig. 14. Summary Interface of the MS-EXCEL framework version

Source: FRANZ, S. (2013) 4, p.10


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planning institutions.

A common data structure shall be developed in order to make data available and to make use of

data for different application fields. (HASLAUER, PRINZ, SCHNRCH, 2012, p.2f)

The Framework for planners and mobility actors is split into three application fields, documented in

three framework reports:

4.2.1. Regional Analysis

This tool shall help planners to characterise and examine their areas of investigation and support

their way of decision making. The planners tool is divided into three frameworks: Regional Analysis,

Settlement Assessment and Cost Calculator, and Mobility Planning. This report covers the results of

the Regional Analysis of the pilot region of Salzburg, which are explained and discussed. Based on

several spatial indicators the region was characterised and interpreted. The indicators comprise thetopics population, mobility, settlement structure, interconnection and basic supply. After an extensive

analysis the indicators were translated into maps for better understanding. An implementation of this

regional analysis is planned in other pilot sites as well. (HASLAUER et al., 2012, p.3)

This framework offers presented with data of Salzburg pilot site a compilation of

maps showing different aspects of accessibility and transport,

diagraphs mainly to display the development of certain indicators,

interpretation texts as support for maps and other visualisations,

indicator sheets for the most important, data descriptions to guarantee data exchange and

interpretation among the partners

Fig. 15. Partial excerpt of a list of indicators used for regional analysis

Source: HASLAUER et al. 2012, p.6


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4.2.2. Settlement Assessment

As a framework of a tool for settlement assessment it gives an overview of the development of such a

tool and its implementation for the pilot site of Salzburg. The aim of the tool is to assess areas within

the pilot region concerning various indicators which have an impact on the resulting mobility costs of a

possible household living there. The tool shall be used by planners to get an objective basis for

decision making processes in terms of settlement development. This framework can also be seen as a

guideline for implementing the developed tool also in other pilot sites of the MORECO project. ...

The developed tool for settlement assessment, which is presented in the report at hand, aims on

giving objective and transparent information on different project sites for new settlements. Using the

tool, a planner shall get the possibility of analysing and assessing a distinct address or estate

regarding important aspects like social, supply and leisure time infrastructure in the residential

environment, the proximity and quality of public transport and settlement or municipality characteristics

regarding sustainability (e.g. settlement density). As a result he/she gets an estimation of expected

values on covered distances per year, CO2emissions and mobility costs of the future residents there.

These values can be useful for comparing different possible locations and being part of well-founded

decision making processes. (SCHNRCH et al., 2012, p.3f).

Fig. 16. A sample map of regional analysis: GIS-Analysis of service areas of service facilities.

Source: HASLAUER et al. 2012, p.6


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4.2.3. Mobility Planning

This framework is based on the findings of the Interreg IVa project EULE (EuRegionale

Raumindikatoren). In this project, a set of innovative planning fundamentals has been developed for asustainable development of public transport in the area around Salzburg and adjacent Bavarian

regions. This shall facilitate the implementation of legal frameworks and projects, aiming to improve

the public transport system with respect to the vision Region of short distances. Furthermore, it

evaluates regional infrastructure potentials for the densely populated border regions to support the

observation of spatial development.

The results and outputs of this project serve as basis for, and have been adapted to the requirements

of the MORECO project. The mobility analysis at hand represents topics and approaches, with special

focus on the use of geographic information systems (GIS) and their value for the analysis and

modelling steps. The report shall be seen as a kind of guideline how to make public transport more

effective, raise accessibility, and enhance sustainable mobility. Regional statistical indicators arepresented, which due to the evolved methodology are extendable both spatially and regarding

content. The applied approach enables the users to conduct a comparative analysis of alternative

(national and cross-border) tracks, and to develop planning fundamentals for an optimised

collaboration in settlement- and infrastructural development. The integrative analyses concerning

accessibility of existing and potential new public transport stops facilitate a sustainable public transport

planning and an evaluation of planning alternatives. Additionally, the project uses spatial analysis

methods to calculate the accessibility potential of existing and planned public transport stops.

(HERBST et al., 2012, p.3)

Fig. 19. Mobility planning: Spatailly detailed planning fundamentals for public transport

Source: HERBST et al., 2012, p.6


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4.3. Framework MORECO Tool for Policy-Makers

Besides innovative ICT-tools MORECO is also creating consultancy and training tools for political

decision making processes. Referring to existing laws and policies the MORECO SWOT Analysis

conclusions underline the sub-optimal implementation of the presented guidelines. Applying

consultancy and training tools shall therefore help to overcome these shortcomings by an

informational strategy. Its main focus is

Boost policy makers awareness of MORECO problems at local level.

Good knowledge about relations between mobility, housing and costs, future trends, scenarios

and their effects

Policy makers drawing on easy understandable information materials and interactive methods

(workshops, trainings, seminars). These are offering reliable cost information, political relevant

cost and decision factors for residential sites and sustainable transport, which is translated into

simple and general statements

Policy makers having a set of arguments to justify appropriate spatial development decisions on

local and cross municipal level.

The Framework built in WP5 gives an exemplary structure for a consultancy and training tool. It

structures political relevant cost and decision making factors for residential sites and sustainable

Fig. 20. Mobility planning: Example of an accessibility potential diagram

Source: HERBST et al., 2012, p.20


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transport, translated into simple and general statements.

Microsoft-PowerPoint is the technical basis of this tool framework. The slide pool is divided into

chapters and subchapters. Thus it can be used in individual parts, in chapters or in free combination of

individual slides. The slide-layout is based on a specific MORECO-template. Almost all slides are

based on graphics or on photos. All slides contain explanatory text to describe the main statements in

each slides notes-section. Thus this framework is easy to understand and provides users with a

collection of pictures and graphics for their own use. All contents, graphics and pictures are free to

use.

As the main elements are graphics and pictures, all English texts are short and it is easy to translate

them into user's language. Moreover the slides can be upgraded by specific local, regional, and

national information by each user. This slide pool can be used, adapted and extended by all MORECO

partners during the projects progress in WP6 Pilot Action Implementation and partly in WP7

Governance Strategy. (RIEDLER, 2013, p.3)The slide pool contains more than 120 slides by the end of WP5 (end of the year 2012).

Fig. 21. Sample of slides of MORECO Slide Pool for Policy-Makers

Source: KOCH et al. 2013


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Chapters Subchapters

MORECO project Motivation, Objectives

Methodology, Tools, Steps

Partnership

Why is MORECO of

interest to you?

Facts, Background,

Trends

Peak Oil and energy prices

Settlement patterns that leave no choice!

Urban sprawl / land consumption

Demographic change

Increasing health expenditures

Impacts on actors Consequences for private households

Consequences for public transport

Consequences for municipal budgets

Conclusions

Good practices

Opportunities for the

future

Sustainable spatial planning for resilient settlements

Strengthen centres, invigorate villages

Promoting internal development

Eco mobility; Walking as measure of all things; Cycling

Excellent public transport needs appropriate structures

Mobility management; Parking management; Solution E-mobility? Conclusions

Practical MORECO Tools

MORECO Tools for

Housholds

Cost calculator for house hunting households

MORECO Tools for

Spatial Planners and

Mobility Actors

Regional Analysis Tool

Settlement Assessment Tool

Mobility Planning Tool

MORECO Tools for

Policy Makers

MORECO Slide Pool for Policy Makers

Fig. 22. Chapters of MORECO Slide Pool for Policy-Makers, framework version

Source: RIEDLER 2013, p.5


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5. WP5 Ex-ante Evaluation and Action Plans

According to requirements in pilot sites, methodology and tool frameworks of WP5 will be exemplarilyfilled with data, technically implemented, tested and adapted in WP6. By testing and pilot action

implementation MORECO know how is transferred to representative Alpine Space pilot regions.

The pilot action implementation phase of the project has been planned in WP5, as part of MORECO

methodology: Action Plans for the pilot sites have been worked out and evaluated referring to

MORECO methodology. Resulting documents are:

MORECO Ex-ante Evaluation and Action Plans

Annex 1: Questionnaire Pilot Activities

Annex 2: Pilot Activities Additional Questionnaire

Annex 3: Action Plans of 7 Pilot Sites

Annex 4: Overview of Pilot Actions

5.1. Action Plans

Annex 3 shows each Action Planstructured by the pilot sites where the actions take place,

respectively structured by responsible project partners. Each Activity is described by the main

categories : Activity, Tasks, Main objective, Main target group, Main tool and Planned objectives.

Annex 4 contains an Overview of all Pilot Actions and all partners in a complex and analytical table

(orignal version is in MS EXCEL). It is even more detailed than Annex 3, containing further indicators

and classifications.

Pilot site Country Project Partner

1 City of Salzburg and District Salzburg Umgebung Austria SIR/ISpace

2 City of Munich and Munich Transport and Tariff AssociationArea

Germany MUC

3 Val Belluna and Val Boite e Cientro Cadore Italy PBEL

4 City of Mantova and Mantova Hinterland Italy PMAN

5 Union of Mountain Municipalities of Pinerolese Area(Piedmont)

Italy UNCEM

6 Urban Municipality of Novo Mesto and JugovzhodnaSlovenija

Slovenia UIRS

7 Alpine Corridor Genve-Valence France RALPS

Fig. 23. Overview of pilot sites and responsible MORECO partners


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5.2. Ex-ante Evaluation

In order to get a general overview on the planned pilot activities and to assure their coherence with the

MORECO methodology, an ex-ante evaluation has been realized by project partner PACTE, based on

an inventory of all the actions and activities planned by the project partners.

Chapter 4 of MORECO Ex-ante Evaluation and Action Plans presents the evaluations conclusions.


In summary, the analysis of the characteristics of the 120 actions constituting the action plans confirm

close reference to the MORECO methodology and its three complementary objectives:

better knowledge on mobility and land use issues,

better awareness and sensitization about strategic links between mobility practises and residential

strategies of households and urban planning issues,

better governance at different scales and between different types of stakeholders within the pilot sites.

The main objectives of the MORECO project are clearly pursued by all pilot activities. The data base

allows a differentiated analysis:

Sensitization/awareness rising (31 % of all 120 actions) is the most frequent type of action and

aims all stakeholders equally.

Fig. 24. Partial excerpt of the Action Plan of project partner RALPS

Source: FEYT & KOOP 2013, Annex 3


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Expertise actions (24 %) are mostly dedicated to policy makers or/and planners & experts.

Cooperation in order to foster new forms of governance integrating MORECO concerns is an

important issue (20 %).

Transfer of knowhow corresponds to a few numbers of actions (11 %) and is mainly addressing

policy makers and planners & experts.

Finally, the actions oriented towards operational services (9 %) are mainly dedicated to

households and, more generally, to civil society.

The data basis which has been elaborated on the basis of the survey reveals close reference of

actions to the Application Form AF. It provides a comparable overview and documentation of pilot

actions in WP6 for all partners. It shall be used as an open source to ensure transparency. It also shall

allow the PP's to adjust actions during the implementation phase of the pilot activities.

Moreover, the data basis has been constituted in a manner that allows it to serve as a basis for

evaluation during and after the implementation phases (WP6 and WP7). A set of qualitative indicatorsallowing to assess the experimental process and its outcomes will be filled in by the PP's during and

after their pilot activities. It should thus provide the basic information for the setting up of a

transnational MORECO GOVERNANCE POLICY (WP7) and the MORECO white book

(FEYT & KOOP 2013, p.16f):

Fig. 25. Use of the MORECO tools: GIS, tools for planners and mobility actors

Source: FEYT & KOOP 2013, p.13


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6. Outlook and further Work-Packages

WP5 Methodology and Tools, its related documents e.g. the document at hand and toolframeworks have been finished at the beginning of the year 2013.

By testing and pilot action implementation in WP6 (Pilot Action Implementation)MORECO know

how will be transferred to representative Alpine Space pilot regions. The innovative MORECO

approach based on tools will be applied and tested at local and cross-municipal level (July 2012

April 2014), pilot sites methodologies for the MORECO target groups will be applied, an evalution

study will be carried out. Partners experiences and results of WP6 will be directly integrated in WP7.

Finally, WP7 (MORECO Governance-Strategy)evaluates experiences of WP6 and gives final shape

to a transnational transferable MORECO governance strategy including approved tools (February2013 June 2014).

WP7 main actions will be:

Evaluating the MORECO methodology (including governance strategy and tools)

Setting up transferability of MORECO methods, tools and governance strategy

Political lobbying for dissemination of MORECO issues and ensuring the long term

implementation of MORECO strategy (e.g. recommendations, declaration, meetings, events and

a final conference).

Transfer of approved MORECO tool frameworks to MORECO-network-partners

Transfer of MORECO tools for political decision-making processes to MORECO-network-

partners

Outputs of these actions are:

Conclusions for MORECO-strategy (corresponding to results of evaluation study in WP6)

MORECO strategic document for governance = MORECO White Book (transferable

governance strategy + guideline appendices): 1 guideline for experts and technicians (tool

guidelines for households, for planners + mobility actors) + 4 guidelines for political decision

makers (DE, FR, IT, SL; tool guideline for political decision making processes)

MORECO-network

All Partners actions in WP3 (Information and Publicity)are accompanying the project continuously,

e.g. website, newsletter, publications, public events, media appearance etc.


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Fig. 26. Draft of MORECO White Book


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7. Bibliography and List of Figures and Tables

7.1. BibliographyBOUTEILLE A. & J-C. CASTEL (2012):Summary report of the MORECO Conference 26 June

2012.The impact of residential choices and commuter mobility on Urban development costs for local

authorities.

EUROPEAN TERRITORIAL COOPERATION 2007 2013 (2007):Operational Programme. Alpine

Space. Web: http://www.alpine-space.eu/uploads/media/Operational_Programme_ASP_01.pdf.

FEYT, G. & K. KOOP (2013):MORECO Ex-ante Evaluation and Action Plans.

FRANZ, S. & A. GULI (2012):MORECO SWOT Analysis. SWOT Settlement and Mobility. SWOT

Laws and Policies.

FRANZ, S. (2012) 1: MORECO SWOT Appendix 1. Factsheets: Overview of Pilot Sites.

FRANZ, S. (2012) 2:MORECO Good Practice Collection of Multidisciplinary Approaches.

FRANZ, S. (2012) 3:MORECO Good Practice Collection of Tools.

FRANZ, S. (2013) 4:Framework MORECO Tools for Households.

GULI, A. (2012):MORECO SWOT Appendix 2: Motivations for Residential Site and Mobility Mode

Decisions.

HASLAUER, E., T. PRINZ & D. SCHNRCH (2012):Frameworks MORECO Tools for Planners and

Mobility Actors.

HASLAUER, E., S. CADUS, D. SCHNRCH & T. PRINZ (2012):Regional Analysis. Framework A of

MORECO Tools for Planners and Mobility Actors.HERBST, S., T. PRINZ, W. SPITZER, B. HOCHWIMMER, D. SCHNRCH & E. HASLAUER (2012):

Mobility Planning. Framework C of MORECO Tools for Planners and Mobility Actors.

KOCH, H., S. KLINGLER, S. REINBERG, W. RIEDLER & D. BISCHOF (2013):MORECO Slide Pool

for Policy Makers.

PRAPER GULI, S. (2011): MORECO winter school. Report on proceeding and results.

RIEDLER W. (2013):Framework MORECO Tools for Policy-Makers. Consultancy and Training Tool

for Political Decision Making Processes.

SCHNRCH, D., E. HASLAUER, S. CADUS & T. PRINZ (2012):Settlement Assessment.

Framework B of MORECO Tools for Planners and Mobility Actors.

7.2. List of Figures and Tables

Fig. 1. Smart locations Short ways, low mobility costs ........................................................................4Fig. 2. High individual costs and follow up costs of mobility ..................................................................5Fig. 3. Typical contrast of residential costs and mobility costs, visualised in the Munich region ............5Fig. 4. MORECO work breakdown structure: .......................................................................................8Fig. 5. MORECO content related work-packages.................................................................................9Fig. 6. Overview of main MORECO documents at the end of WP5, beginning of the year 2013. ........ 10


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Fig. 7. Example of a pilot site fact sheet: ........................................................................................... 15Fig. 8. Slide of MORECO Winter School ............................................................................................ 16Fig. 9. MORECO Good practice collection of tools example: WOMO Munich tool .............................. 17Fig. 10. Synoptic view of MORECO Approach of Governance ........................................................... 19Fig. 11. Sample pilot actions for households ...................................................................................... 23Fig. 12. Sample pilot actions for planners and mobility actors ............................................................ 26Fig. 13. Pilot actions and WP7 activities for policy- makers ................................................................ 29Fig. 14. Summary Interface of the MS-EXCEL framework version ..................................................... 32Fig. 15. Partial excerpt of a list of indicators used for regional analysis .............................................. 33Fig. 16. A sample map of regional analysis: GIS-Analysis of service areas of service facilities. .......... 34Fig. 17. Effects and relations of the indicators, used in the settlement assessment framework ........... 35Fig. 18. Result sheet Mobility costs of the settlement assessment tool, framework version .............. 35Fig. 19. Mobility planning: Spatailly detailed planning fundamentals for public transport ..................... 36Fig. 20. Mobility planning: Example of an accessibility potential diagram ........................................... 37Fig. 21. Sample of slides of MORECO Slide Pool for Policy-Makers .................................................. 38Fig. 22. Chapters of MORECO Slide Pool for Policy-Makers, framework version ............................... 39Fig. 23. Overview of pilot sites and responsible MORECO partners ................................................... 40Fig. 24. Partial excerpt of the Action Plan of project partner RALPS................................................... 41Fig. 25. Use of the MORECO tools: GIS, tools for planners and mobility actors .............................. 42Fig. 26. Draft of MORECO White Book ........................................................................................... 44