PG Funding and
Management Strategies
Overview
3rd meeting
Thursday, 22 February 2007
Paris La Défense
Projects
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M1: To analyse public private partnership
(PPP) for roads and road transport
administration
M4: Show the effect of road pricing on
socio-economy
M6: Show how best to access EU financial
support and explore the financial
procurement
M7: Develop a best practice guide for the
cost manangement for long-term
investment
22.02.2007
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M1: To analyse PPP for
roads and road
transport administration
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Goals: The objective of this work shall be to show that PPP is a global, long-term approach that seeks to boost performance.
When used in conjunction with a toll collection system, PPP allows additional funding to be raised. Finally, PPP is sometimes used
for ‘cosmetic’ reasons (e.g. the Maastricht criteria).
Strategy: The project group for this task shall:
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assess the various existing types of PPP and describe their structure and implementation. The purpose of this assessment is
to provide an overview of the defining characteristics of this concept in order to come up with a classification system;
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analyse existing national and European legislation in order to assess its appropriateness with regard to the objectives of PPP
and the way it works.
Expected output: A summary report shall be drafted.
This report shall:
– list best PPP practice with a special focus on the road
sector;
– analyse the main mistakes made in this sector in order
to learn useful lessons;
– analyse the question of balance between partnership
and competition raised by the creation of a PPP
Time schedule: The project group will be established in autumn 2005 and will
present an analysis in early 2007.
22.02.2007
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M1: What has been done
so far?
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On the first meeting 8th February 2006: we decided to
send a questionnaire (in cooperation with PIARC group) to
CEDR members countries.
15th March 2006: questionnaire was sent out to CEDR
members countries.
On the second meeting 10th October 2006: 14
questionnaires had been filled out by CEDR’s countries and
2 other questionnaires have been added to these 14
countries since then. (plus 7 questionnaires from other
countries than CEDRs members countries).
On the second meeting 10th October 2006: Wim
Leendertse has been chosen project leader.
22.02.2007
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M1: What has been done
so far?
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On the second meeting 10th October 2006: we decided
following action plan:
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22.02.2007
Benchmarks out of the answers of the questionnaires (Nov
2006) - Wim Leendertse will introduce the result on the 3rd
meeting.
Reference reports on PPP (Oct 2006) – Bernd Quakernack.
Analyse own experience (Nov 2006) - Wim Leendertse will
suggest an action plan for the analyses on the 3rd meeting
Structure of report (Nov 2006) – Bernd Quakernack, Sophie
Pochard, Wim Leendertse.
Write the report (Feb 2007) – Kristín H. Sigurbjörnsdóttir will
introduce the CEDR’s report structure and suggest action plan
for writing the PPP report on the 3rd meeting.
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M4: Show the effect of
road pricing on
socio-economy
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Goals: The objective of this work shall be to show that road pricing is only one tool at the disposal
of public authorities and that it must be part of a global strategy that makes use of other means
such as a user activities and regulations. Finally, the objective of road pricing must be defined (e.g.
to cover costs, orientation, etc.) because these objectives can be contradictory.
Strategy: The project group for this task shall:
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analyse the nature of the toll systems applied: e.g. tax-based or concession-based, and their
compatibility with existing community legislation;
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identify and examine existing studies on the impact of road pricing and proceed, if necessary,
to a more targeted, in-depth examination with a view to drawing useful conclusions.
Expected output
– An inventory of existing or planned road
pricing systems in the Member States of
CEDR.
– A clear overview of the existing situation.
Time Schedule: The project group will be established in autumn 2005
and will present an analysis in early 2007.
22.02.2007
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M4: What has been done
so far?
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On the second meeting 10th October 2006: Laurent
Donato has been chosen project leader.
On the second meeting 10th October 2006: we
decided following action plan:
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22.02.2007
Status of work by PIARC (Jan 2007) – 31.10.2006
Laurent Donato had sent to the group members main
conclusions from PIARC seminar on road pricing which
has been held in Cancun in April 2005.
Road pricing in one’s own country (Jan 2007) –
26.10.2006 Laurent Donato had sent to the group
members some key questions about the road pricing
practice. He only has got answers from 6 members so
far (Belgium, Finland, Germany, Iceland, Lithuania,
Netherlands). Laurent will introduce the results on the
3rd meeting.
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M6: Show how best to access
EU financial support and explore
the financial procurement
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Goals: The objective of this work shall be to examine the implementation of a financial procurement
strategy that combines the various sources of possible funding (EU, national budget, private sector etc.) and
to identify as far as possible any potential obstacles that could obstruct the creation of such a strategy.
Strategy: The project group for this task shall:
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draft terms of reference with a view to commissioning one or more consultants with the analysis of the
possibilities of a financial procurement strategy to increase the efficiency of funding sources and to
achieve leverage effects;
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analyse and summarise the results produced by the consultants;
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monitor changing prospects for community funding for the period 2007-2013 with a view to informing
the GB on a regular basis;
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set up a monitoring system that would inform interested administrations about the deadlines for the
submission of funding applications.
Expected output
– An inventory of all community funding programmes that
could be of interest to NRAs;
– a guide containing methodologies and examples of best
practice that would allow NRAs to make the most of these
opportunities;
– a clear overview of the situation and an understanding of the
potential involved.
Time schedule: Work on this task would begin in late 2006 and would be finished after approximately two
years in 2009.
22.02.2007
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M6: What has been done
so far?
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On the second meeting 10th October
2006: Donatas Dudonis has been chosen
project leader.
Short questionnaire was sent out to
participants 06.11.2006 and the project
leader has only got a few answers so far.
22.02.2007
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M7: Develop a best practice
guide for the cost manangement
for long-term investment
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Goal: The objective of this work shall be to get value for money through efficient comprehensive
asset management.
Strategy: The project group for this task shall:
define the concept of long-term cost management while distinguishing between the types of cost that
must be taken into account and the duration of the life cycle under consideration;
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examine the influence of the various types of organisation (direct management , delegated
management, long-term performance contracts, etc.) on the possibility of optimising the following
cycle: initial investment, supplementary investment, major repairs, ongoing maintenance;
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determine the conditions for calculating global costs (discount rate, financial restrictions, risks of
insufficient maintenance etc.) without forgetting any of the actors involved: public authorities,
operators, users, residents, etc.
Expected output
– Summary report on the effective management of
long-term investments;
– Guide to best practices in Europe.
Time schedule: Work on this task will begin in 2007. The analysis phase will take
approximately 6 months to complete. It is estimated that the best practice guide and
the final report will be produced by early 2009.
22.02.2007
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M7: What has been done
so far?
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On the second meeting 10th October
2006: Bernd Quakernack has been chosen
project leader.
22.02.2007
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