市區道路維護採用成效式契約之成效評估架構研究

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曾俊傑(Chun-Chieh Tseng) 查詢紙本館藏

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土木系營建管理博士班

論文名稱

市區道路維護採用成效式契約之成效評估架構研究
(A Research on the Performance Evaluation Framework for Adopting Performance Based Contracts to Urban Road Maintenance)

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摘要(中)

近年來各國逐漸採用成效式契約(Performance-Based Contract, PBC)，重視履約的成果和成效，在各個領域應用的效益受到肯定，但如何建立客觀且具說服力的成效評估架構以利推廣，對於欲使用PBC的單位仍是一大挑戰。臺北市工務局透過工務建設科學研究創新計畫，以市區道路日常巡查修繕作業導入成效式契約之領域為標的，以滿足道路使用者、機關、廠商的需求為主軸，建立成效指標、監督機制，以及付扣款機制等PBC重要契約內容，本研究以該科研計畫成果作為基礎，進一步發展此類型成效式契約的成效評估架構，內容包含1項質化與8項可量化的成效評估項目。為驗證提出之架構的可行性，本研究針對先前試辦成效式契約之專案，發展利用效益成本比率法(Benefit-Cost Ratio, BCR)計算導入PBC成效之成效評估方法。經由驗證結果顯示，質化成效評估項目PCI評級可達滿意等級，表示在維護品質確保上可行；量化成效評估項目中，考量道路使用者、機關、廠商三者面向指標的整體BCR為3.58，表示在經濟效益上為可行。本研究建立的成效評估架構與評估方法，可做為其他單位評估是否導入PBC以提升工作成效之評估工具，對於推動PBC的應用帶來實質幫助。另外，本研究利用兩階段專家訪談，篩選成效式契約的關鍵成功因素共12項，並建立與機關因應對策之間的關聯性，研究成果可供機關作為導入成效式契約的參考。

摘要(英)

Performance-based contracts (PBC) have been adopted increasingly in various countries. The results and outcomes of contract performance have been valued, and the benefits of their application in various fields have been recognized. However, establishing an objective and convincing benefit evaluation framework to facilitate promotion remains a major challenge for those who wish to use PBCs. In a previous research project in Taipei City, the focus was on introducing PBC into the daily inspection and repair operations of urban roads, with the primary goal of meeting the needs of road users, authorities, and contractors. Key contract elements of PBC, such as performance indicators and payment/deduction mechanisms, were established in this pilot program. Building upon this foundation, the current study further develops a performance evaluation framework for this type of PBC, comprising one qualitative and eight quantitative performance evaluation criteria. To validate the feasibility of the proposed framework, the study targeted a previous pilot project that implemented PBC. This study uses the benefit-cost ratio (BCR) method for the pilot program. It calculates the effectiveness of introducing PBC to verify the feasibility of the proposed framework. The validation results show that qualitative benefit evaluation using the Pavement Condition Index achieves a “satisfactory” rating, indicating it ensures the quality of road maintenance. For the quantitative benefit evaluation, an overall BCR of 3.58, considering road users, authorities, and contractors indicators, suggests that it is economically viable. The benefit evaluation framework developed in this study can be used as a simple and easy-to-use evaluation tool for other organizations to assess whether to introduce PBC and can help promote the use of PBC. Additionally, through a two-stage expert interview process, the study identified 12 key success factors for Performance-Based Contracts and their correlations with strategies for agencies to cope, offering valuable insights for agencies considering the adoption of PBC.

關鍵字(中)

★ 市區道路維護
★ 成效式契約
★ 成效評估模式
★ 效益成本比率
★ 成效評估
★ 成效式契約關鍵成功因素

關鍵字(英)

★ city road maintenance
★ performance-based contracts
★ performance evaluation mode
★ benefit-cost ratio
★ benefit evaluation
★ key challenges for PBC

論文目次

中文摘要 I
ABSTRACT II
誌謝 III
目錄 IV
圖目錄 IX
表目錄 XII
第一章緒論 1
1-1 研究背景與動機 1
1-2 研究問題與目的 2
1-2-1 研究問題 3
1-2-2 研究目的 6
1-3 研究流程與方法 6
1-3-1 研究流程 6
1-3-2 研究方法 9
1-4 論文章節架構 9
第二章文獻回顧 11
2-1 市區道路維護管理之法源依據 11
2-1-1 公路法 11
2-1-2 市區道路條例 12
2-1-3 臺北市市區道路管理自治條例 13
2-2 國內市區道路維護模式 13
2-2-1 道路維護契約類型 14
2-2-2 臺北市市區道路維護管理狀況 16
2-2-3 其他縣市道路維護狀況 22
2-2-4 傳統維護契約之缺點 27
2-3 國外道路維護方式 29
2-3-1 美國道路維護 29
2-3-2 日本道路維護 32
2-3-3 其他國家道路維護 34
2-4 成效式契約發展狀況 35
2-4-1 各國成效式契約發展狀況 35
2-4-2 國內成效式契約推動狀況 40
2-5 成效式契約相關議題文獻 47
第三章建立市區道路維護作業成效式契約模式 52
3-1 市區道路維護工作內容 52
3-2 市區道路維護面臨問題 54
3-3 成效式契約執行模式建立流程 58
3-4 建立成效式契約執行模式 59
3-5 利害關係人的需求 66
3-5-1 使用者需求 67
3-5-2 機關需求 68
3-5-3 廠商需求 70
3-6 市區道路維護作業特性 71
3-6-1 即時性 72
3-6-2 安全性 73
3-6-3 正確性 74
3-6-4 技術性 74
3-6-5 鋪面品質 75
3-7 建立成效式契約執行模式 76
3-7-1 導入成效式契約目的 77
3-7-2 指標訂定原則 79
3-7-3 成效指標架構 80
3-7-4 成效式契約付扣款方式 88
3-7-5 成效式契約監督機制 91
3-7-6 評估廠商後續擴充之權利 92
3-8 成效式契約與傳統契約的差異 93
3-8-1 成效式契約工作說明 93
3-8-2 成效式契約與傳統契約比較 95
3-9 成效式契約執行模式驗證 96
3-9-1 第一階段驗證 97
3-9-2 第二階段驗證 103
3-10 成效式契約試辦計畫 104
3-10-1 試辦計畫流程與執行方式 104
3-10-2 試辦計畫監督內容 108
第四章成效評估架構之建立與驗證 111
4-1 評估道路維護成效 111
4-1-1 成效評估項目探討 112
4-1-2 成效評估方式 114
4-1-3 效益成本比率法 116
4-1-4 成效評估流程與方案 120
4-1-5 建立成效評估架構 122
4-1-6 BCR分析流程 125
4-2 以試辦計畫驗證成效評估架構 129
4-2-1 使用者成效評估結果 130
4-2-2 機關成效評估結果 138
4-2-3 廠商成效評估結果 151
4-3 評估架構驗證結果與討論 158
4-3-1 試辦計畫成效驗證探討 158
4-3-2 敏感度分析 160
4-3-3 成效評估架構檢討 165
4-3-4 111年成效式契約之成效評估 166
4-3-5 本評估架構應用限制 174
4-4 成效式契約後續應用探討 178
4-4-1 應用於人行道維護作業探討 178
4-4-2 應用於民間參與公共建設 179
第五章成效式契約關鍵成功因素與因應對策 181
5-1 分析流程 181
5-2 平衡計分卡與策略目標 182
5-3 成效式契約關鍵成功因素與因應對策探討 184
5-3-1 第一階段專家訪談結果 190
5-3-2 第二階段專家訪談結果 193
5-4 關鍵成功因素與因應對策小結 199
第六章結論與建議 202
6-1 結論 202
6-2 貢獻 203
6-3 建議 204
6-3-1 後續研究方向建議 204
6-3-2 推動方式建議 205
6-3-3 相關規定配合檢討 208
參考文獻 210
附錄A成效式契約之成效檢核表單 215
附錄B-1「市區道路維護採用成效式契約機關面臨之挑戰」第一階段訪談問卷 226
附錄B-2「市區道路維護採用成效式契約機關面臨之挑戰」第二階段訪談問卷 228

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指導教授

楊智斌(Jyh-Bin Yang)

審核日期

2023-12-20

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