2014年-世界发展银行全球_Review_of_Performance_Based_Contracting_in_the_Road_Sector___Phase_2_Review_of_Training_Materials_and_Resources_30页_599kb

Summary of "Review of Performance Based Contracting in the Road Sector - Phase 2: Review of Training Materials and Resources"

Core Content

This document is a part of the World Bank's broader initiative to review and improve the use of Performance Based Contracting (PBC) in the road sector. It specifically focuses on evaluating the current training materials and resources available for PBC implementation and provides recommendations for their development and delivery to enhance effectiveness and success.

Main Purpose

The report aims to:

• Review existing training materials and resources for PBC.
• Identify what is effective, what is outdated, and what gaps exist.
• Propose improvements to the training framework and delivery methods to better support the implementation of PBC across different levels of stakeholders.

Key Findings and Recommendations

Existing Training Materials and Resources

The review found that:

• There is a significant amount of existing material, especially in the area of PBC concepts and case studies.
• However, the material is often too general, leading to long and unfocused presentations.
• There is a lack of detailed guidance on practical aspects of PBC implementation, such as risk management, contract development, and tender processes.
• Some materials are fragmented across multiple publications, making it difficult for users to find a cohesive resource.

Recommended Changes to Current Framework

1. Targeted Training Approach:

   • Training materials should be tailored to three distinct levels of stakeholders: Executive, Management, and Delivery Teams.
   • Each level has different needs and should receive focused content:
     • Executive Level: Focus on awareness of PBC benefits and challenges, and the need for good asset management practices.
     • Management Level: Focus on how to procure and structure PBCs, including the principles of risk sharing and tendering.
     • Delivery Teams: Focus on practical implementation, including contract management and the specific roles of consultants and contractors.

2. Modular Structure:

   • A modular framework is recommended to organize training content by specific topics and stakeholder groups.
   • The following modules are suggested:
     • Introduction/Objectives of Asset Management and how PBC facilitates the paradigm shift.
     • PBC Types and Case Studies.
     • Structuring the PBC according to Asset Management (AM) Strategy.
     • Governance Structures and the impact of outsourcing on the Road Agency.
     • Contract Development.
     • Tender Process.
     • Risk Management.
     • PBC Delivery.

3. Enhancement of Materials:

   • Some existing materials should be re-packaged to provide a clearer focus on specific topics and audiences.
   • Additional materials should be developed for areas where current content is lacking, such as the link between AM objectives and PBCs, life-cycle cost analysis, and practical risk management.

Delivery Options

The report suggests a mix of training delivery methods based on the audience and the nature of the content:

• Workshops/Seminars: Ideal for executive and management levels, especially when the audience is small and interaction is key.
• Web-Based Training: Can be useful for management and delivery teams, provided that language and cultural barriers are addressed.
• Pre-Recorded Videos: Suitable as a supplementary tool, especially for refresher sessions or to support discussions.
• Self-Study: Useful as a supporting method after the fundamentals are understood, but not recommended as a primary means of training.

Recommended Developments

The following development needs were identified for training materials:

• Introduction/Objectives for PBC: Repackage existing materials to provide relevant focus for different sector groups.
• PBC Types and Case Studies: Ensure clear referencing to specific PBC models and case studies.
• Structuring according to AM Strategy: Develop new materials that explain the link between AM objectives and PBCs.
• Governance Structures: Create materials that discuss appropriate governance structures for different contract types.
• Contract Development: Expand on the differences between PBC and traditional contracts.
• Tender Process: Provide guidance on information sharing, tender assessment techniques, and interactive tendering.
• Risk Management: Develop practical materials that cover risk identification, sharing, and boundaries.
• PBC Delivery: Create materials that guide implementers on the "how-to" aspects of running a PBC, including scenarios where contracts may not proceed as planned.

Conclusion

The report emphasizes the need for a more structured, modular, and audience-specific training framework to support the successful implementation of PBCs in the road sector. It recommends a combination of delivery methods, including face-to-face and remote training, and highlights the importance of developing new and enhanced materials to fill the identified gaps.

Tables Summary

Table 1: Assessment of the Status for Existing PBC Training Material

Table 2: Assessment of the Status for Existing PBC Documents and Resources

Table 3: Recommended Delivery Options

Table 4: Training Material Development Needs