Transcript PROJECT STAKEHOLDERS

MEGAPROJECT Case Study
Case compiled by: Milen Baltov, Daniela Yordanova
Contact details: [email protected]
Basic Project Information 1
Project Title
Industrial Zones Development
Location
Republic of Bulgaria
Purpose
To provide increased investment opportunities and favourable business
environment in order to maximise direct foreign and domestic
investments and foster economic development as part of Bulgaria’s
preparations for implementing EU cohesion policy upon accession.
Scope
To improve the infrastructure of industrial zones, business parks and
locations and establish efficient conditions for attracting new
investments, thus increasing the economic development potential.
Total Project Value
1 200 mil EUR
SECTION 1 - BASIC PROJECT INFORMATION
MEGAPROJECT Case Study
Basic Project Information 2
Project Status
(i.e.. initiation, planning, construction,
operation, dismantling)
All the 25 single zones under the project have passed feasibility studies
and design of the land and infrastructure. 10 of tem are with invested
money for infrastructure and started accumulation of the business units
investments for direct production sites.
Contractual Framework
(e.g. fixed price, cost-plus etc.)
Consisting of two packages of EU funds air – 30 mil for design under
Phare programme and 100 mil for infrastructure under the Operational
Programme Regional Development and another 120 mil EUR as
infrastructure investments by the State company Industrial zones, 400
mil EUR the value of the assets (allocated by the municipalities, the state
and in few cases by companies). 700 mil EUR are the indicated
investments in business establishments inside only in the already
established zones.
Relevant Physical
Dimensions (e.g. height, width,
Activities are to be implemented in approximately
40-50 industrial areas identified within the
the 28 districts on the territory of Bulgaria.
volume, length)
SECTION 1 - BASIC PROJECT INFORMATION
MEGAPROJECT Internal Stakeholder Identification
(Stakeholders with a direct legally sanctioned relationship with the project)
Stakeholder Category
Internal
Supply-Side
Client
Demand Side)
Principal Contractor
Case-Study
Comments
(e.g. maturity,
previous
experiences of
stakeholders,
skills, influence on
project)
Municipalities; Local suppliers to big multinational businesses, Local companies moving
production out of living areas of cities; SMEs to get suitable productiton sites
Financiers
EU Funds, mainly ERDF, State Company Industrial Zones; PPP wit tmunicipalities
Sponsors
European commission and national government
Client’s Customers
Potential investors in Industrial zones
Client’s Owners
Municipalities
Other internal supply- Category
Case-Study
side categories ( please
specify)
First Tier Contractors
Second Tier
Consultants
Professional Services
Providers
Other internal supplyside categories ( please
specify)
Ministry of Regional Development and Public Works
Ministry of Economy and Energy
State Company Industrial Zones
PPPs with tmunicipalities
Management consultancies
Space and infrastructure design consultancies
Management Consulting ICAP Bulgaria EAD
Category
Banks and investment funds
Case-Study
SECTION 2 - PROJECT STAKEHOLDERS
MEGAPROJECT External Stakeholder Identification
(Stakeholders with a direct interest in the project but with no legal contract)
External
Public
Stakeholder Category
Case-Study
Regulatory Agencies
Ministry of economy, tourism and energy
Local Government
National Government
25 municipalities
Ministry of Regional Development and Public Works
Investment Policy Directorate (Ministry of Economy and Energy)
Ministry of Finance
Category
Case-study
Bulgarian SME Agency
Invest Bulgaria Agency
National Association of the Municipalities in the
Republic of Bulgaria
Other internal supply-side
categories ( please specify)
Private
Local residents
Local Landowners
Environmentalists
Conservationists
Archaeologists
Other External Private
stakeholders (please specify)
Comments
(e.g. maturity,
previous experiences
of stakeholders,
skills, influence on
project)
Ministry of agriculture for lands with
changed purposes
Population, industrial companies which are active in the region , local educational institutions
In the cases when agriculture land is to be transferred to industrial
In most cases the land is already wit industrial purposes
Only in single cases as most of the zones are to cover sectors that are not polluting
None
None
Category
Casestudy
SECTION 2 - PROJECT STAKEHOLDERS
MEGAPROJECT Stakeholder Relationship Maps
Key:
Ministry of
regional
developmen
t and public
works
- Project Actor
- Project relationship
with a contractual basis
- Non-contractual project
relationship
Description of
relationship
Description of
relationship
Repeat this map for as many project phases as you require
SECTION 2 -PROJECT STAKEHOLDERS
MEGAPROJECT External Stakeholder Attitude Analysis
External Stakeholder
External Stakeholder’s
Attitude to this Project
External Stakeholder’s
Influence on project
Impact of Project on
External Stakeholder
Phase of Project of
Greatest Interest
(initiation, planning,
construction, operation,
dismantling)
SECTION 2 - PROJECT STAKEHOLDERS
MEGAPROJECT Project Management
Project Organisation
Client Project Team Size &
Structure
At the Ministry – 4 experts; At the municipalities total of 50 experts; At the State company
Industrial Zones – 3.
Contractor Project Team Size
and Structure
For the Management Consultant 5 Key experts in the following fields: Business Planning
and Management, Marketing, Civil construction or Architecture, Finance, Business
Management and 40 additional short term experts
Sub-Contractor Project Team
Involvement
For the design consultants 7 key experts and more than 130 short term consultants
Project Tools and Techniques
Please √ if present, x if absent , leave blank if unknown
Life-Cycle Costing Approaches
Stakeholder Involvement


Building Information Modelling (BIM)
Project Management Software
□
Relationship Management Tools
□
Lessons Learnt Transfers
□
Project Knowledge Management Tools
Team Building Tools
□

□
Competency framework

Other Tools and Techniques or More Information
SECTION 3 - PROJECT MANAGEMENT
Project Processes
Risk Management Processes
Present (describe below)  Not Present □ No Information □
Elaboration of mature technical documentation for the investment projects; Timely preparation of the
services tender dossiers; Delays in appointing the management teams and instability of management
staff; Inability of municipal authorities to cover the running costs of the industrial zones; Worsening of the
local economic environment and/or competitive position of the industrial zones with regard to other
investment opportunities.
HR Management Processes
Present (describe below)  Not Present □ No Information □
Training needs assessment; Development and organisation of a management training programme for the
key staff at each industrial zone; Identification of the legal entity models;
Procurement Management Processes
Present (describe below) □Not Present □ No Information □
Integration Management Processes
Present (describe below) □Not Present □ No Information □
Scope Management Processes
Present (describe below) □Not Present □ No Information □
Time Management Processes
Present (describe below) □Not Present □ No Information □
Cost Management Processes
Present (describe below) □Not Present □ No Information □
Quality management Processes
Present (describe below) □Not Present □ No Information □
Communications Management
Processes
Present (describe below)  Not Present □ No Information □
Organisation of information days, promotional events, press conferences, etc.; publication of an
informational web-site on the services offered by the industrial zones; Elaboration of standard
presentations (for fairs) and a marketing plan with annual implementation programme for the industrial
zones promotion.
SECTION 3 - PROJECT MANAGEMENT
MEGAPROJECT Project Performance
Aspects of Performance Concerned with Doing the Project Right
Original Targets and changes to
targets
Performance relating to time
By 2010 in 60% of the zones 30% of the
plots to be bought or rented by investors
All the previous (total 7) free trade zones to
be fast growing industrial parks by 2011
Actual Achievements Against
Targets
Less than 20% of the plots in some 40% of
the zones are occupied at the beginning of
2012
None of the previous (total 7) free trade
zones is functioning on full scale and most
of them still generate only trade facilities
revenues
Performance relating to cost
Performance related to
achieving
specification
SECTION 4 - PROJECT PERFORMANCE
Aspects of Performance Concerned with Doing the Right Project
Stakeholder or
Stakeholder Grouping
Original Aims of Project
Involvement and Changes to these
Aims
Ministry of Regional
Development and Public Works;
Ministry of Economy, Energy
and Tourism
Preparation of a programme for developing
industrial zones in Bulgaria
Local authorities, NGOs, private
entities
Investigation and development of
management models for industrial zones
Local authorities, NGOs, private
entities
Elaboration of business plans and marketing
strategies for the industrial zones
Local authorities (district and
municipal)
Improvement of capacity at local level for
promoting and attracting investments
Local authorities, academic
institutes and universities
Training and appointment of competent
operational teams
District Administrations
Identification of sites for further
infrastructural development
Bulgarian Investment Agency
Building of a data-base of investments and
appropriate industrial and business locations
Achievement of these Aims
SECTION 4 - PROJECT PERFORMANCE
MEGAPROJECT Project Environment
Legal and Regulatory Environment
Legal and Regulatory Project
Environment (regionally,
nationally and Europe wide)
Investment Promotion Act, National Strategy for Investment Promotion,
Law on Spatial Planning, Law on Environmental Protection, Law on State Property, Law on
Municipal Property, Law on local taxes
Specific Legal and
Regulatory events impacting
on the project
Draft Law on Industrial Zones
Political Environment
Political Project Environment
Goals of the industrial development, conformity with existing policies of the government
related with the examined region;
Engagements of the terrestrial regulation at national and regional level focusing also on the
potential specialization in some economic sectors
Specific Political Events
impacting on the project
Aiming to improve the investment environment, the Bulgarian Parliament has adopted an
Investment Promotion Act in April 2004. This Act ensures equal treatment of foreign and
domestic investors and provides for both investment incentives and integrated administrative
services in shorter terms
SECTION 5 - PROJECT ENVIRONMENT
MEGAPROJECT Project Environment
Economic Environment
Economic Project
Environment
Specific Economic Events
impacting on the project
SECTION 5 - PROJECT ENVIRONMENT
MEGAPROJECT Project Key Events and (Phare project)
Activities Timeline
TIME
Events and activities
relating to project
stakeholders
IX-XII,
2007
I-IV,
2008
V-VIII,
2008
IX-XII,
2008
I-IV,
2009
V-VIII,
2009
IX-XII,
2009
I-IV,
2010
V-VIII,
2010
IX-XII,
2010
M1 -4
M 5-8
M 9-12
M 13-16
M 17-20
M 21-24
M 25-28
M 29-32
M 33-36
M 37 - 40
Task 4 Site Management Training Programme – month 4 to 37
Inception report– month 1 to 2
Events and activities
relating to project
management
Interim reports
every 6 months
Events and activities
relating to project
performance
Task 1 SWOT analyses, Preparation of the technical documentation (detailed design, feasibility
study, IRR/ ERR, EIA) – month 4 to 32
Task 2 Remedial
Actions Identification month 1 to 3
Events and activities
relating to project
environment
Monthly Progress reports – from 1 to 36
Draft final report – month 33-35
Final report –month 36 to 37
Task 3 Database, Marketing and Promotion Strategy – month 4- 35
SECTION 6 - PROJECT TIMELINE