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PBC Globally: Country-Issue Matrix and Case Studies
Documents: TORs, Bidding Documents, Contract Documents, Training Materials
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Note: Documents for which copyright permissions have been granted are indicated by their highlighted titles and can be downloaded from the Resource Guide

General PBC
Procurement
Road Maintenance
Country/Region Specific


General PBC

  1. Stankevich, N., Qureshi, N. and Queiroz, C. 2005. “Performance-based Contracting for Preservation and Improvement of Road Assets.” Transport Note TN-27. Washington, D.C.: The World Bank. The publication is available in French, Russian and Spanish.
    Also available at: http://www.worldbank.org/transport

  2. Pakkala, P. 2005. "Performance-based Contracts – International Experiences". Finnish Road Administration. Presentation at the TRB Workshop on “Performance-based Contracting”. April 27, 2005. Washington, D.C.
    Courtesy of P.Pakkala.

  3. Pakkala, P. 2002. "Innovative Project Delivery Methods for Infrastructure. International Perspective".
    Helsinki 2002. Finnish Road Enterprise. Courtesy of P. Pakkala.
    http://alk.tiehallinto.fi/julkaisut/pdf/pakkalae5.pdf

  4. Queiroz, C. 2005. “Options for Implementing Performance-based Contracts.”
    Presentation for the World Bank Transport Forum 2005.
    Washington, D.C.: World Bank.
    Also available at: http://www.worldbank.org/transport/learning/presentations/Roads%20Tuesday/
    Queiroz_Performance-Based%20Contracts.ppt


  5. World Bank. 2005. “Structuring Output-based Aid Approaches in World Bank Group Operations. Guidance Note for Staff.”
    Washington, D.C. Courtesy of GPOBA.
    Also available at: http://www.gpoba.org/documents/OBAGuidanceNoteFinalNov162005.pdf

  6. Zietlow, G. 2005. “Cutting Costs and Improving Quality through Performance-Based Road Management
    and Maintenance Contracts - The Latin American and OECD Experiences.”

    Birmingham, April 24-29. University of Birmingham (UK), Senior Road Executives Programme, Restructuring Road Management.
    Courtesy of G. Zietlow.
    Also available at: http://www.zietlow.com/docs/PBRMC-05.pdf

  7. Zietlow, G. 2004. “Implementing Performance-based Road Management and Maintenance Contracts in
    Developing Countries – An Instrument of German Technical Cooperation.”
    November 2004.
    Eschborn, Germany. Courtesy of G. Zietlow.
    Also available at: http://www.zietlow.com/docs/PBMMC-GTZ.pdf

Procurement

  1. Bloxam, M. “Evaluation Using The Quality Price Risk Trade Off (QPRTO).” Paper for the Bay Roads Exposed Conference, Rotorua, April 27 to 29, 2003. Bloxam Burnett & Olliver. Courtesy of Bloxam Burnett & Olliver, Transit NZ and Western Bay of Plenty District Department of Main Roads, New Zealand.
    Also available at: http://www.wbopdc.govt.nz/NR/rdonlyres/1312D128-CDF1-4E99-8E95-2E9B8F3BE81C/0/MartinBloxam.pdf

  2. Porter, T. “International Trends in Procurement Models for Highway Maintenance.” Opus International Consultants, Ltd. Courtesy of T. Porter.
    Also available at: http://www.opus.co.nz/detail_pages/papers/inttrends.pdf

  3. Porter, T. “Trends in the Procurement Models for Highway Maintenance.” Opus International Consultants, Ltd.
    Courtesy of Tony Porter.
    Also available at: http://www.mrutc.org/about/00950.pdf

  4. Queiroz, C. 2000. "Contractual Procedures to Involve the Private Sector in Road Maintenance and Rehabilitation". 24th International Baltic Road Conference. Riga. August 21-23. Washington, D.C.: World Bank.
    Also available at: http://www.balticroads.org/pdf/09_Queiroz_USA_eng.pdf

  5. Segal, G.F., Moore, A. T., and McCarthy, S. 2003. “Contracting for Road and Highway Maintenance.”
    Los Angeles: Reason Public Policy Institute. Courtesy of Reason Public Policy Institute.
    Also available at: http://www.rppi.org/htg21.pdf

  6. VMS Inc. 2001. “Best Practices of Outsourcing Winter Maintenance Services.” Richmond. Virginia.
    Courtesy of VMS Inc.
    Also available at: http://www.vmsom.com/news/pro-paper.asp

  7. World Bank. 2005. “Procurement of Works and Services under Output- and Performance-based Road Contracts: Sample Bidding Document.” September 2005. Washington, D.C.: World Bank.
    Also available at:http://web.worldbank.org/WBSITE/EXTERNAL/PROJECTS/PROCUREMENT/
    0,,contentMDK:20646773~menuPK:84284~pagePK:84269~piPK:60001558~theSitePK:84266,00.html


  8. World Bank. 2004. “Procurement under IBRD Loans and IDA Credits: Guidelines.”
    Washington, D.C.: World Bank.
    Also available at:
    http://siteresources.worldbank.org/INTPROCUREMENT/Resources/Procurement-May-2004.pdf

Road Maintenance

  1. BC MOT (British Columbia Ministry of Transportation). 2004. “Best Management Practices for Highway Maintenance Activities.” Victoria, British Columbia.
    Courtesy of BC MOT.
    Also available at:
    http://www.th.gov.bc.ca/publications/eng_publications/environment/MoT_Hwy_Maint_BMP.pdf

  2. Brodie, C. 2003. “Seal Extension Design Review.” Paper for the Bay Roads Exposed Conference, Rotorua, April 27 to 29, 2003.
    Courtesy of C. Brodie, Beca (Beca International Consultants Ltd.),
    Transit NZ and Western Bay of Plenty District Department of Main Roads, New Zealand.
    Also available at: http://www.wbopdc.govt.nz/NR/rdonlyres/4ACEF038-1BE6-4073-AAB5-5413B70A9B11/0/ColinBrodie.pdf
    The paper was prepared to present a specific case study with its own unique parameters. Accordingly, the findings and recommendations contained in the paper are applicable to the case study only.

  3. Loveless, R. “Measures for Carriageway Lighting.” Paper for the Bay Roads Exposed Conference, Rotorua, April 27 to 29, 2003. Odyssey Energy Ltd.
    Available at: http://www.wbopdc.govt.nz/NR/rdonlyres/0A767198-02A1-4ECA-8CEE-6C9C79C11632/0/RogerLoveless.pdf

  4. Meister, M. and Koorey, G. “Corridor Safety Performance Measures.” Paper for the Bay Roads Exposed Conference, Rotorua, April 27 to 29, 2003. Opus International Consultants, Ltd., and Opus Central Labs.
    Courtesy of M. Meister and G. Koorey.
    Also available at: http://www.wbopdc.govt.nz/NR/rdonlyres/7286D592-7B59-4278-8EAF-B65E252B45CE/0/GlenKoorey.pdf

  5. OECD (Organisation for Economic Co-operation and Development). 2005. “Performance-based Standards for the Road Sector.” Transport Research Centre.
    Available at: http://www.cemt.org/pub/pubresearch.htm

  6. Ozbek, M. E. 2004. “Development of Performance Warranties for Performance Based Road Maintenance Contracts.” Thesis for a Master Degree. Blacksburg, Virginia. April 23. Courtesy of M. E. Ozbek.
    Also available at: http://scholar.lib.vt.edu/theses/available/etd-04272004-002725/unrestricted/MehmetEOzbekMSThesis.pdf

  7. Parkman, C., Hallett, J., Henning, T., and Tapper, M. 2003. “Pavement Deterioration in Long-term Performance-based Contracts: How Far Does It Mitigate the Risk For Client and Contractor?” Transit New Zealand. ARRB Conference, June 2003. Cairns, Australia.
    Courtesy of C. Parkman and Transit NZ.
    Also available at: http://www.rims.org.nz/NR/rdonlyres/2C6A9E57-7CEF-4946-8E45-08BE28DF858D/0/ParkmanARRBPSMCRisks.pdf

  8. PIARC (The World Road Association). 1999. “The Quality of Road Service, Evaluation, Perception and Response Behavior of Road Users.” Pages 72 to 78, 108 to 118. Courtesy of PIARC.
    Also available at: http://rru.worldbank.org/Documents/Toolkits/Highways/pdf/96.pdf

Country/Region Specific

  1. Brown, M. “The Works Infrastructure Perspective.” Paper for the Bay Roads Exposed Conference, Rotorua, April 27 to 29, 2003. New Zealand Works Infrastructure.
    Available at: http://www.wbopdc.govt.nz/NR/rdonlyres/1E514C08-C817-4DD6-BA57-8C7DD2B8F837/0/MurrayBrown.pdf

  2. Douglas-Crane, M. 1999. “Commercialisation of Road Management in VicRoads.” Presentation for the World Bank. December 1999.
    Available at: http://worldbank.org/transport/rdmgmnt/mdc_1.pdf

  3. Engelke, T. 2003. “An international Perspective – Long-term Performance-based Road Maintenance Contracts in Western Australia.” Paper for the Bay Roads Exposed Conference, Rotorua, April 27 to 29, 2003. Main Roads Western Australia.
    Available at: http://www.wbopdc.govt.nz/NR/rdonlyres/F3490F6E-DF36-470E-9CB1-9417A1CFEF66/0/TomEngelke.pdf

  4. FHWA (US Federal Highway Administration). 2005. “Scanning Tour Brings Back New Approaches to Construction Management.” FOCUS. January/February 2005. FHWA-HRT-05-023.
    Available at: http://www.tfhrc.gov/focus/jan05/01.htm

  5. FHWA. 2004. “DC Streets: Innovation Yields Results.” Focus.
    Available at: http://www.tfhrc.gov/focus/dec04/02.htm

  6. FHWA. 2002. “Pavement Preservation Compendium: "DC Streets" is a Capital Success.”
    Available at: http://www.fhwa.dot.gov/pavement/preservation/ppc0306.cfm

  7. Frost, M., and Lithgow, C. “Improving Quality and Cutting Costs through Performance Contracts. Australian Experience.” Paper for the World Bank Road Management Training Seminar. 1996.
    Available at: http://www.zietlow.com/docs/frost.htm

  8. Gilbertson, T. 2003. “The Hybrid Performance Based Management Strategy.” Opus International Consultants Ltd. REAAA/ARRB International Conference. Cairns, Queensland, Australia.
    Courtesy of T. Gilbertson.
    Also available at: http://www.opus.co.nz/detail_pages/papers/gilbertson_2.pdf

  9. Hayes, B. 2003. “The Integration of Transit and WBOPDC Requirements into a Single Performance-based Contract.” Paper for the Bay Roads Exposed Conference, Rotorua, April 27 to 29. Bloxam Burnett & Olliver.
    Courtesy of Bloxam Burnett & Olliver, Transit NZ and Western Bay of Plenty District Department of Main Roads, New Zealand.
    Also available at: http://www.wbopdc.govt.nz/NR/rdonlyres/08CB2D3C-DA26-400C-96B4-48A6E4CF8D01/0/BradHayes.pdf

  10. Hardy, P. 2001. “Austroads Review of Performance Contracts: The Potential Benefits of Performance Contracts.” Opus International Consultants Ltd.
    Courtesy of P. Hardy.
    Also available at: http://www.opus.co.nz/detail_pages/papers/austroadsreview.pdf

  11. Hartwig, T., Mumssen, Y. and Schliessler, A. 2005. “Output-based Aid in Chad: Using Performance-based Contracts to Improve Roads.” Global Partnership on Output-based Aid. Note No 06.
    Washington, D.C.: World Bank. Courtesy of GPOBA.
    Also available at: http://www.gpoba.org/documents/Chad_Roads_OBApproaches.pdf

  12. Hunter, E. and Kyle, R. "A Review of Achievable Efficiencies and Associated Issues Under Output and Performance-based Contracts." Opus International Consultants Ltd. Courtesy of E. Hunter and R. Kyle.
    Also available at: http://www.opus.co.nz/detail_pages/papers/achievableff.pdf

  13. ISTED (Institut des Sciences et des Techniques de l'Equipement et de l'Environnement pour le Développement). 2002. “Contracting Road Maintenance: Example of the Province of Alberta in Canada” No 26, October 2002.
    Courtesy of ISTED.
    Available at: http://www.isted.com/periodiques/lettre/lettre_pdf/lettra26.pdf

  14. JLARC (Joint Legislative Audit and Review Commission of the Virginia General Assembly). 2001. “Review of VDOT’s Administration of the Interstate Asset Management Contract.”
    Courtesy of JLARC of the Virginia General Assembly.
    Also available at: http://jlarc.state.va.us/reports/rpt259.pdf

  15. Lande, K. 2005. “Privatized Highway Asset Management: Performance-based Management and Maintenance of Roads: Virginia Case Study.” Presentation for the World Bank Transport Forum 2005. Washington, D.C.: World Bank.
    Courtesy of K. Lande.
    Also available at: http://www.worldbank.org/transport/learning/presentations/Roads%20Tuesday/Lande_March%208,%202005.ppt

  16. Liautaud, G. 2004. "Maintaining Roads: Experience with Output-based Contracts in Argentina."
    Washington, D.C.: World Bank. Courtesy of GPOBA.
    Also available at: http://rru.worldbank.org/Documents/Other/09ch4.pdf

  17. Lund, E.A. 1996. “Privatization of Road and Bridge Maintenance in British Columbia. Transfer of Public Employees to the Private Sector, British Columbia Experience.” Paper presented for the World Bank Road Management Training Seminar, December 18, 1996.
    Washington, D.C.: World Bank.
    Available at: http://siteresources.worldbank.org/INTROADSHIGHWAYS/Resources/338993-1122496826968/cn_ntk5a.pdf

  18. Michael Baker Jr., Inc. 1999. “Asset Preservation Plan for the District of Columbia National Highway System.” Washington, D.C. Prepared for the Federal Highway Administration U.S. Department of Transportation and District of Columbia Department of Public Works.
    Available at: http://www.zietlow.com/docs/washdcap.pdf

  19. Moore A. 2004. “Private Transportation and Competition.” Testimony to U.S. House Subcommittee on Energy Policy, Natural Resources and Regulatory Affairs Committee on Government Reform. May 18.
    Available at: http://www.reason.org/commentaries/moore_20040518.shtml

  20. Newhouse, J. 2004. “2003/2004 Maintenance Contracts. Request for Proposals.” Presentation. British Columbia Ministry of Transportation. Courtesy of British Columbia Ministry of Transportation.
    Also available at: http://www.th.gov.bc.ca/BCHighways/contracts/maintenance/Nov_15_Meeting_Full_Presentation.pdf

  21. Pavement Management Services. “Getting Ready for the First Renewal of the Sydney PSMC.” Road Runner. Issue 4, 2004. Courtesy of Pavement Management Services.
    Also available at: http://www.pavement.com.au/downloads/roadrunner_04.pdf

  22. PIARC – Canada. 2004. “Maintenance Delivery in Ontario.” Prepared for PIARC, December 2004. Kananaskis. Canada.
    Available at: http://www.cnc-piarc-aipcr.ca/documents/OntarioMaintenanceContractingPPP.pdf

  23. Robinson, M. 2005. “Lessons Learned in Performance-based Maintenance Contracting.” Presentation for AASHTO Maintenance Subcommittee. SAIC. McLean, VA, USA.
    Courtesy of M. Robinson, SAIC and FHWA.

  24. Robinson, M. and Raynault, E. 2005. “Performance-based Contracting in Road Management: Experiences and Lessons Learned in the DC Streets Project.” Presentation for the World Bank. SAIC. McLean, VA, USA.
    Courtesy of M. Robinson and E.Raynault, SAIC.

  25. Robinson, M. et al. 2005. “The DC Streets Performance-based Asset Preservation Experiment – Current Quantitative Results and Suggestions for Future Contracts.” Presentation for Transportation Research Board’s 2006 Annual Meeting. Washington, D.C.
    Courtesy of FHWA, DDOT and SAIC.

  26. Robinson, M. et al. 2005. “The DC Streets Performance-based Asset Preservation Experiment – Current Quantitative Results and Suggestions for Future Contracts.” Paper for Transportation Research Board’s 2006 Annual Meeting. Washington, D.C. Courtesy of FHWA, DDOT and SAIC.

  27. TRB (Transport Research Board). 2003. “Outsourcing of State DOT Capital Program Delivery Functions.” Transport Research Board. Vienna , Virginia, November 2003. Courtesy of TRB.
    Also available at: http://trb.org/publications/nchrp/nchrp_w59.pdf

  28. VDOT (Virginia Department of Transportation). 1995. “Public-Private Transportation Act of 1995.”
    Also available at: http://www.virginiadot.org/business/ppta-default.asp

  29. Williams, G. 2005. “Assessment of PMMR Implementation Potential in Africa.” Presentation for the World Bank Transport Forum 2005. BCEOM. Washington, D.C.: World Bank.
    Courtesy of G. Williams.
    Also available at: http://www.worldbank.org/transport/learning/presentations/Roads%20Tuesday/Graham%20Williams%20Presentation.ppt

  30. Zietlow, G. 2005. “Using Micro-Enterprises to Create Local Contracting Capacity - The Latin American Experience.” Birmingham, April 24-29. University of Birmingham (UK), Senior Road Executives Programme, Restructuring Road Management.
    Courtesy of G. Zietlow.
    Also available at: http://www.zietlow.com/docs/Using%20Micro-Enterprises-05.pdf

  31. Zietsman, J. “Performance Measures for Performance Based Maintenance Contracts.” Texas Transportation Institute.
    Also available at: http://www.trb-performancemeasurement.org/pbmctrbpost2.PDF


 

 

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