[October 2011]
AMOTIA Guide #20: Performance Contracting Guide
Over the last two decades, performance-based maintenance contracting has evolved to a level of maturity that encourages continued utilization.
[September 2011]
Recap of AMOTIA's Third Annual Conference
Expanding Opportunities in Performance Based Maintenance Contracting:
Innovations in These Challenging Fiscal Times
Over the last two decades, performance-based maintenance contracting (PBMC) has evolved to a level of maturity that encourages continued utilization. PBMC defines the outcome of the maintenance service without identifying the means and methods necessary to achieve those outcomes. In this way, PBMC is different from the traditional method of contracting maintenance service in which the work method is specified and the owner agency directs the activities.
The Performance Contracting Guide focuses on the key principles for development and implementation of successful performance-based maintenance programs. The Guide is presented in a compact and concise format with three main sections:
- Reasons for considering PBMC
- Development principles, and
- Implementation principles.
The decision to develop and implement a PBMC must be led by top management. The Guide provides a ready tool for executives to heighten their awareness of the key principles for success. The content and application of the principles in the Guide will assist the professionals most responsible for developing the agency policies and procedures necessary for implementing the PBMC.
Developing a PBMC is a team-based, iterative process, and this process should follow key PBMC development principles. The Guide presents basic principles for developing a PBMC program, setting desired outcomes, and preparing performance specifications. The Guide also identifies key contract provisions, along with a discussion of recommendations and guidelines to improve the overall quality of the bidding documents.
Allowing the contractor to take possession of the assets in an orderly manner, establishing a good partnering relationship, and continuously evaluating the contractor’s performance throughout the duration of the project are key factors for a successful implementation of PBMC. The Guide introduces the concepts of mobilization, partnering, program evaluation, and quality management within the context of performance-based contracting.
In summary, the Performance Contracting Guide is intended to be a helpful tool that’s widely used by the transportation industry. The Association for the Management and Operations of Transportation Infrastructure Assets’ (AMOTIA) official position on several key aspects of PBMC are included in the Guide as the unified voice of the private sector in the management and operation of transportation infrastructure assets.
»To purchase these documents please contact Peter Loughlin at peter.loughlin@loughlinenterprises.com. The cost is $300 for the set.
AMOTIA's Third Annual Conference recap:
September 27–30, 2011 • Marriott World Center Resort in Orlando, FL
From September 27–30, AMOTIA hosted over 100 attendees for the 3rd Annual AMOTIA Conference, which was held at the beautiful World Center Marriott in Orlando, Florida. The theme for this year’s event was “Expanding Opportunities in Performance Based Maintenance Contracting – Innovations in These Challenging Fiscal Times”. Over eighteen industry leaders from state, federal, and private transportation and infrastructure maintenance organizations offered their unique perspectives on the current and upcoming practices and challenges faced by today’s public and private industry.
Thursday’s line-up was capped off with a trip to Universal Studios’ CityWalk, where attendees enjoyed an evening of food, spirits and live entertainment at Pat O’Briens; and the Conference continued Friday morning with six additional presentations. The event closed on a high note with the release of AMOTIA’s brand new Performance Based Maintenance Contracting (PBMC) publications, which were compiled and produced by the AMOTIA Technical Committee. These publications will be available to the public at www.AMOTIA.org. Conference presentations are currently available on the website and can be downloaded by clicking on the links below:
- Asset Maintenance & Performance-Based Contracting, Florida Department of Transportation by Tim Lattner, Florida DOT
- VDOT Turnkey Asset Maintenance Services (TAMS) Contracts Overview by Emmet Heltze, Virginia DOT
- Performance Based Maintenance in Georgia by Eric Pitts, Georgia DOT
- Goethals Bridge Replacement Program Operation and Maintenance by Roger Prince, NY/NJ Port Authority
- Concessionaire O&M Goals and Challenges by Mike Smith,
ACS Infrastructure Development
- Concessionaire Goals and Challenges by Andrea Warfield, Fluor
- Highway Maintenance Contracting in Ontario by Doug Wipperman,
Ministry of Transportation, Government of Ontario
- A National and Broader Perspective on Asset Management by King Gee,
Federal Highway Administration
- Perspective on Performance Based Maintenance and Asset Management by Lacy Love, AASHTO
- Expanding Opportunities in Performance Based Maintenance Contracting by
Adrian Sheppard, Colas - Innovations Applicable to Performance-Based Maintenance Contracts byTom Clark, Halcrow
- Moving from a materials supplier to a service provider by David Kniffin, 3M
- Performance-Based Contracting - the District of Columbia Experience by Simon Rennie,
DC Government
- Asset Inmate-Tenance by Mike Heffinger, FDOT
- A New Guide for Performance Based Maintenance Contracts by Dr. Mark Robinson
and Dr. Adrian Burde, SAIC
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