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Terms of Reference and Request for Proposals

Preparation of a Training Course for Performance Based Maintenance


Contracting

Background

In many of the East Asia and Pacific (EAP) countries, there is recognition that there is a
need to move towards performance based maintenance contracting, which involve the
government engaging the private sector to undertake maintenance and rehabilitation of
road projects for an extended period of time with payment based on asset performance,
rather than inputs/outputs.

There have been a number of attempts at PBC maintenance contracts, usually as pilot
studies and over the next 18 months several countries are considering testing the PBC
contract (e.g. China, Indonesia, Vietnam and Thailand). Upon reviewing the past
performance of some PBC projects it became clear that the sponsoring agency often had
problems with fully understanding all elements of a PBC project. Improper
understanding can lead to poor design which in turn may lead to poor experience, and
even the failure of PBC approaches.

The Bank has been contacted by several clients with requests to assist them to develop
the necessary skills to implement PBC. This is because the clients recognized that they
lack either the necessary understanding or institutional skills to design and/or manage a
PBC project.

The Public-Private Infrastructure Advisory Facility (PPIAF) (see www.ppiaf.org for


more details) has agreed to fund the development of a generic training course on PBC be
developed. This course would:

Be designed as off-the-shelf modules which can be readily adapted/modified


[copyright would be held by PPIAF]
Cover the range of issues EAP clients would face in PBC
Be deliverable in different countries at reasonable costs.

After pilot testing the course in at least two EAP countries, it would be optionally
expanded to include a more global focus.

Project Components

The project will be conducted in three phases as follows:

Phase I: In Phase I an intensive 3-5 day training course will be developed to train in all
the key areas of PBC. The course would include, but not be limited to:

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What is PBC
Benefits and disadvantages of PBC
Timeframe for PBC contracts
Development of level-of-service indicators for the pavement and corridor
Customer perceptions and community involvement
Long-term asset modeling
How to design asset consumption/enhancement into the process
Data management and ownership
Compliance monitoring how, by whom, when
Bonus and penalty mechanisms
Risk management strategies and processes
Changes required by the consulting and contracting industry
Tender evaluation procedures
Case studies and practical exercises
The course materials will be professionally developed and packaged. They will also be
available electronically on a CD. The CD will also include powerpoint presentations
and other course delivery materials.

Phase II: In Phase II the draft training materials will be used to present courses in (i)
Bangkok Thailand and (ii) Wuhan (or another city) China. Depending on demand, there
may be a third city which would be funded separately to the current budget.
Attendees will be invited from around the region, with places reserved
(especially in Bangkok) for attendees from Cambodia, Laos, Vietnam and
Indonesia.
For each course, the materials (as appropriate) will be translated into the local
language.
The training courses will be open to participants from the public and private
sector, with a nominal charge made to private sector participants to cover the
costs of their attendance.

Phase III: The finalization of the course would be done in Phase III. This would reflect
the feedback and experiences of the pilot courses. At this time the consultants would
also look at other regions and include materials as appropriate to execute the course in
these countries. It is likely that there will be a core curriculum which is applicable to
all regions, and then regional adaptations to reflect local conditions. The consultants
will also prepare a medium term strategy for operating training programs in different
countries.

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Budget and Contract Award

The contract will be awarded based on the World Banks Guidelines for Selection and
Employment of Consultants by World Bank Borrowers (May 2004 edition). The award
will be based on Selection Under a Fixed Budget.

The budget for the project is US$ 72,300. This covers Consulting Services (fees, travel,
per diem), Logistics (course costs including translation, etc.), and miscellaneous
expenses. Local translators will be provided by the host agencies for the courses.

Proposals

Consultants are requested to provide their best technical and financial proposals in
separate envelopes clearly marked as such. The award will be made to the highest ranked
technical proposal within the budget.

The length of proposals and evaluation criteria shall be as follows:

Section Maximum Weighting in


Number of Pages Technical
Evaluation
Consultants Specific Experience 3 30%
Methodology 2 10%
Key Personnel Summary 2
60%
Key Personnel CVs 2 for each person in Annex

All proposals must be submitted in 12 point Times New Roman font.

Any pages in excess to those listed above will not be considered during the technical
evaluation.

Proposals shall be submitted by the date given below to:

Christopher R. Bennett cbennett2@worldbank.org

The contract will be a lump sum contract. The financial proposal shall cover all costs
for preparing and delivering the course at the two pilot locations of Bangkok and Wuhan,
as well as completing Phase II. It shall also include:

The additional cost above the $72,300 budget for delivering the course in Hanoi,
Vietnam. This would be done in conjunction with the Bangkok and Wuhan
courses.
Unit rates to be used for any extension of the services

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Short-List

The following are on the short-list for the project:

ARRB Transport Research Ltd. Australia


Carl Bro Pavement Consultants Denmark
Catholic University of Chile Chile
Lea Consultants Ltd. Canada
Opus International Consultants/MWH NZ/University of Auckland NZ
University of Pretoria South Africa

Expected Schedule

Submission of proposals 23 March 2005


Completion of technical evaluation 30 March 2005
Opening of financial proposals 31 March 2005
Award of the project 1 April 2005
Delivery of training courses mid-June, 2005
Submission of final report and training materials 31 July 2005