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Monitoring and Reporting Strategy in Asset Recycling

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On this page: Find what an effective performance monitoring and reporting strategy should have. Read more below, or visit the Guidelines for Implementing Asset Recycling Transactions section and Content Outline, or Download the Full Report.


An effective performance monitoring and reporting strategy has to incorporate the following elements:

  • Understanding of the business environment and the objectives of the project contract – Definition of various performance measures hinges upon a solid understanding of the various elements contained within the project agreement.

  • Understanding the private sector’s internal operating environment and management team – the Relevant Authority should ensure that it understands the business and cash flow model of the private partner’s business model.

  • Timely quality measurement – the Relevant Authority should proactively and regularly monitor and measure the quality of service against predetermined KPIs and output specifications.

  • Understanding all obligations of the Relevant Authority (if any) and the timelines for delivering on the same.

  • Reporting the outcome of performance monitoring regularly. While the frequency of such reports would depend on the project, but typically, such reports should be prepared and shared with all stakeholders at least on a monthly or quarterly basis.

  • Concession agreement should include obligations for environmental management, monitoring, and reporting to Relevant Authority that owns the asset, as well as required biannual reporting to local environmental agency on environmental instrument implementation (AMDAL/ RKL/ RPL or UKL-UPL).

  • Annual sustainability report.

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Note(s):

The Guidelines have not been prepared with any specific transaction in mind and are meant to serve only as general guidance. It is therefore critical that the Guidelines be reviewed and adapted for specific transactions To find more, visit the Guidelines to Implementing Asset Recycling Transactions Section Overview and Content Outline, or Download the Full Report.

 

 

 

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