Publication: Review of Performance Based Contracting in the Road Sector : Phase 2. Review of Training Materials and Resources
Loading...
Published
2014-03
ISSN
Date
2014-06-12
Author(s)
Editor(s)
Abstract
Performance Based Contracts (PBC's) are not new to the transport sector, with many variants in use in different countries for close to two decades. International lending institutions, such as the World Bank, have played a significant role in pushing PBCs into developing nations as part of loan assistance packages. However, there has been a tendency for a 'one-size-fits-all' approach to the implementation, with the result being a variation in the success of any implemented PBCs, as well as a significant proportion of the proposed PBCs not making it to the contract award stage. To address these issues, the World Bank has commissioned a review of performance based contracting in the road sector (contract number 7158253) led by Opus International Consultants Limited. Outputs from the project to date include: phase one report covering the review of previous PBCs (Opus 2011); a guide for the application of PBCs (Opus, 2012a); points to guide Bank implementation of PBCs (Opus, 2012b); and this review of existing training materials and resources.
Link to Data Set
Citation
“Gericke, Ben; Henning, Theuns; Greewood, Ian. 2014. Review of Performance Based Contracting in the Road Sector : Phase 2. Review of Training Materials and Resources. Transport papers series;no. TP-42. © http://hdl.handle.net/10986/18649 License: CC BY 3.0 IGO.”
Associated URLs
Associated content
Other publications in this report series
Journal
Journal Volume
Journal Issue
Collections
Related items
Showing items related by metadata.
Publication Review of Performance Based Contracting in the Road Sector : Phase 1(World Bank, Washington, DC, 2014-03)There has been a tendency for a one-size-fits-all approach to the implementation, with the result being a variation in the success of any implemented performance based contracts (PBCs), as well as a significant proportion of the PBCs not making it to the contract award stage. To address these issues, the World Bank (WB) has commissioned a review of PBC in the road sector. PBC involves a significant shift away from more traditional approaches to the delivery and maintenance of road infrastructure and associated services by departing from the client's having responsibility for the design and supervision of construction and maintenance activities, to focus upon the key outcomes that the client wishes to achieve. There are two objectives for this study including: (1) to produce a strategy that will guide the WB's future engagements in PBC projects; and (2) to improve the WB's service to clients by offering a variety of PBC options, to suit different operating conditions and client needs. The report details phase one, review and synthesis of existing practices and its following six tasks: task 1, taking stock of various types of PBC projects; task 2, defining various types of PBC methodologies; task 3, outlining PBC's strengths and weaknesses; task 4, clarifying both various types of PBCs and federation internationale des ingenieurs-conseil (FIDIC)-type (input and bill of quantities) contracts; task 5, discriminating between successful and less successful factors of PBC projects; and task 6, developing a work program on how to move the second phase forward.Publication A Guide to Delivering Good Asset Management in the Road Sector through Performance Based Contracting(World Bank, Washington, DC, 2014-03)The road sector represents a significant asset to any country both in terms of the physical cost to build it, and the social and economic benefits that it facilitates. Good asset management in the road sector is about obtaining the desired benefits at the least whole-of-life cost, and it is therefore natural to seek to implement a robust asset management approach on what is typically a nation's largest asset. Implementation of performance based contracting (PBC) necessitates the identification of many of the cornerstones to asset management, such as knowing the asset, managing risks, and determining the sustainable level of service for the funds available. The aim of this guide is to help understand: (1) what asset management is and why it is important; (2) how performance based contracting delivers good asset management; and (3) the issues and challenges associated with successful implementation of a performance based contract. This guide is focused on PBCs with a significant contract term. This guide draws extensively on the report, review of performance based contracting in the road sector, phase 1: tasks 1 to 6 which examined 35 projects across 27 countries, combined with the knowledge of an international project team.Publication Performance-Based Road Rehabilitation and Maintenance Contracts in Argentina : A Review of Fifteen Years of Experience (1996-2010)(World Bank, Washington, DC, 2011-09)The road sector is the dominant mode of transport in Argentina carrying nearly 80 percent of total freight volume. The road network has a total length of about 630,000 km (11 percent paved), divided in three administrative levels: national, provincial, and municipal. However, more than 70 percent of total traffic volumes are concentrated on the paved national and provincial network, with the municipal network consisting of unpaved roads, access roads to farms and feeder roads with very low traffic volumes. A survey carried out in 1992 confirmed that only 44 percent of the national paved network was in good condition, with a high 35 percent of roads in poor condition. Rehabilitation works for the non-concessioned portion were contracted to the private sector under the traditional ad-measurement type or unit price-based system while maintenance activities continued to be carried out by force-account. In 1993 a loan from the World Bank was approved to finance, for the first time, high priority rehabilitation and maintenance works on the non-concessioned paved network, leading to the development of a long-term maintenance strategy based on the gradual expansion of performance-based contracts, a modality that is currently being replicated in other countries around the world. This paper is organized as follows: chapter one presents the national road network of Argentina; chapter two gives origins and definition of the Contrato de Recuperacion y Mantenimiento (CREMA) contracts; chapter three gives evolution in the procurement and the design standards of the CREMA; chapter four presents the market's response to the CREMA system; chapter five presents impact of the CREMA on the condition of the national road network; chapter six deals with cost effectiveness of the CREMA system; chapter seven presents Bank's strategy and role in the road sector in Argentina; and chapter eight gives lessons learned.Publication Review of Cost of Compliance with the New International Freight Transport Security Requirements : Consolidated Report of the Investigations Carried Out in Ports in the Africa, Europe and Central Asia, and Latin America and Caribbean Regions(World Bank, Washington, DC, 2008-02)Without transport there is no economic development and, in a reciprocal conclusion, the more efficient transport is, the better is the development. Bearing in mind that more than 90 percent of the world trade in tons per year is transported by sea and against the background of increasing ship sizes (especially in the container trade) and continuously growing globalization, the requirements for adequate and secure port facilities and the resulting logistics challenges are accelerating worldwide. The International Ship and Port Facility Security Code (ISPS code) is a comprehensive set of measures to enhance the security of ships and port facilities and came into force on the July 1, 2004. The ISPS code is implemented through chapter XI-2 special measures to enhance maritime security in the International Convention for the Safety of Life at Sea (SOLAS). The code has two parts, one mandatory (part A) and one recommendatory (part B). Compliance is mandatory for the 148 contracting parties to SOLAS; detailed implementation of the code is a matter for the individual national governments. The introduction of the ISPS Code has led to many questions and misunderstandings. The code does not, as will have been useful, prescribe in exact terms and data what port facility and port managers have to do or provide to ensure that they are compliant. Part A of the ISPS code actually is a type of questionnaire that asks questions about security items, but then stops short of giving exact and uniform instructions as to how the specific measures can be established. A simple example is the fencing of the port facility. The ISPS code describes that the port facility has to be fenced adequately so as to prevent illegal intruders from entering the facility. But the code does not describe the type of fence, its height and so on. This has led to situations in which a port authority considered its fence adequate, but found out later that other entities, such as security consultants or the United States (US) Coast Guard, did not fully agree with this, and sometimes even not at all. The ISO (International Organization for Standardization) has made an attempt to translate the ISPS Code in a type of handbook, but the result in fact was another questionnaire.Publication Output-Based Aid : Lessons Learned and Best Practices(World Bank, 2010)Governments in developing countries and members of the development aid community are acutely aware of the need to find more effective ways to improve basic living conditions for the poor. Traditional approaches to delivering public support have not always led to the results intended. Results-based financing instruments are now recognized as one important piece of the aid-delivery puzzle. Results-based financing (RBF) is an umbrella term that includes output-based aid, provider payment incentives, performance-based interfiscal transfers, and conditional cash transfers. What these mechanisms have in common is that a principal entity provides a financial or in-kind reward, conditional on the recipient of that reward undertaking a set of predetermined actions or achieving a predetermined performance goal. The ultimate aim is to increase the effectiveness of scarce public resources for the provision of basic services. This book is structured as follows: part one includes chapter one, which defines output-based aid (OBA) and puts it in the context of traditional aid-delivery mechanisms and RBF instruments. Chapter two provides an overview of where OBA approaches are being implemented as well as a description of the various applications of OBA: one-off, transitional, or ongoing subsidies. Part two consists of six chapters comprising the specific sector reviews: information and communication technology (ICT), roads (transportation), energy, water and sanitation, health, and education. Part three starts with chapter nine, which summarizes the lessons learned from the specific sectors, focusing on cross-cutting issues. Chapter ten concludes the review and considers where OBA is heading and what can be done to make OBA more effective and widespread, where applicable, to help improve access to basic services for the poor. The appendix presents a table of all OBA projects identified in the World Bank Group to date.
Users also downloaded
Showing related downloaded files
Publication Classroom Assessment to Support Foundational Literacy(Washington, DC: World Bank, 2025-03-21)This document focuses primarily on how classroom assessment activities can measure students’ literacy skills as they progress along a learning trajectory towards reading fluently and with comprehension by the end of primary school grades. The document addresses considerations regarding the design and implementation of early grade reading classroom assessment, provides examples of assessment activities from a variety of countries and contexts, and discusses the importance of incorporating classroom assessment practices into teacher training and professional development opportunities for teachers. The structure of the document is as follows. The first section presents definitions and addresses basic questions on classroom assessment. Section 2 covers the intersection between assessment and early grade reading by discussing how learning assessment can measure early grade reading skills following the reading learning trajectory. Section 3 compares some of the most common early grade literacy assessment tools with respect to the early grade reading skills and developmental phases. Section 4 of the document addresses teacher training considerations in developing, scoring, and using early grade reading assessment. Additional issues in assessing reading skills in the classroom and using assessment results to improve teaching and learning are reviewed in section 5. Throughout the document, country cases are presented to demonstrate how assessment activities can be implemented in the classroom in different contexts.Publication Morocco Economic Update, Winter 2025(Washington, DC: World Bank, 2025-04-03)Despite the drought causing a modest deceleration of overall GDP growth to 3.2 percent, the Moroccan economy has exhibited some encouraging trends in 2024. Non-agricultural growth has accelerated to an estimated 3.8 percent, driven by a revitalized industrial sector and a rebound in gross capital formation. Inflation has dropped below 1 percent, allowing Bank al-Maghrib to begin easing its monetary policy. While rural labor markets remain depressed, the economy has added close to 162,000 jobs in urban areas. Morocco’s external position remains strong overall, with a moderate current account deficit largely financed by growing foreign direct investment inflows, underpinned by solid investor confidence indicators. Despite significant spending pressures, the debt-to-GDP ratio is slowly declining.Publication Lebanon Economic Monitor, Fall 2022(Washington, DC, 2022-11)The economy continues to contract, albeit at a somewhat slower pace. Public finances improved in 2021, but only because spending collapsed faster than revenue generation. Testament to the continued atrophy of Lebanon’s economy, the Lebanese Pound continues to depreciate sharply. The sharp deterioration in the currency continues to drive surging inflation, in triple digits since July 2020, impacting the poor and vulnerable the most. An unprecedented institutional vacuum will likely further delay any agreement on crisis resolution and much needed reforms; this includes prior actions as part of the April 2022 International Monetary Fund (IMF) staff-level agreement (SLA). Divergent views among key stakeholders on how to distribute the financial losses remains the main bottleneck for reaching an agreement on a comprehensive reform agenda. Lebanon needs to urgently adopt a domestic, equitable, and comprehensive solution that is predicated on: (i) addressing upfront the balance sheet impairments, (ii) restoring liquidity, and (iii) adhering to sound global practices of bail-in solutions based on a hierarchy of creditors (starting with banks’ shareholders) that protects small depositors.Publication Argentina Country Climate and Development Report(World Bank, Washington, DC, 2022-11)The Argentina Country Climate and Development Report (CCDR) explores opportunities and identifies trade-offs for aligning Argentina’s growth and poverty reduction policies with its commitments on, and its ability to withstand, climate change. It assesses how the country can: reduce its vulnerability to climate shocks through targeted public and private investments and adequation of social protection. The report also shows how Argentina can seize the benefits of a global decarbonization path to sustain a more robust economic growth through further development of Argentina’s potential for renewable energy, energy efficiency actions, the lithium value chain, as well as climate-smart agriculture (and land use) options. Given Argentina’s context, this CCDR focuses on win-win policies and investments, which have large co-benefits or can contribute to raising the country’s growth while helping to adapt the economy, also considering how human capital actions can accompany a just transition.Publication World Development Report 2006(Washington, DC, 2005)This year’s Word Development Report (WDR), the twenty-eighth, looks at the role of equity in the development process. It defines equity in terms of two basic principles. The first is equal opportunities: that a person’s chances in life should be determined by his or her talents and efforts, rather than by pre-determined circumstances such as race, gender, social or family background. The second principle is the avoidance of extreme deprivation in outcomes, particularly in health, education and consumption levels. This principle thus includes the objective of poverty reduction. The report’s main message is that, in the long run, the pursuit of equity and the pursuit of economic prosperity are complementary. In addition to detailed chapters exploring these and related issues, the Report contains selected data from the World Development Indicators 2005‹an appendix of economic and social data for over 200 countries. This Report offers practical insights for policymakers, executives, scholars, and all those with an interest in economic development.