工程顧問服務專案執行績效考核之研究

A Study on Project Performance Evaluation of Engineering Consulting Projects

林振得(Cheng-Te Lin)

指導教授 ： 曾惠斌 ； 荷世平

國立臺灣大學/工學院/土木工程學研究所/碩士(2009年)

https://doi.org/10.6342/NTU.2009.10564

摘要

美國營建研究院（Construction Industry Institute, CII）目前正在發展及運用一套績效管控工具（Continuous Assessment of Project Performance, CAPP），根據以前成功或失敗的標準案例資料庫，利用分類因子及工程績效指標（如業主總支出及變更設計數等等）來及時管控現有的工程。這一工程績效管控工具的主要目的，是提供給工程專案經理在整個工程的生命週期能夠利用績效指標連續並及時地管控工程成本及進度。
實獲值管理（Earned Value Management, EVM）則是一種整合時程與成本的整合式專案績效評量工具，在美、加、英、日、澳及瑞典等國家已被成熟的運用和認為是專案管理的最佳實務（Best Practice）。EVM提供專案計畫完成的部份即計畫值（Planned Value, PV）、實際已完成的部份即實獲值（Earned Value, EV）、與已完成部份所投入的成本即實際成本（Actual Cost, AC）等三個讓專案經理了解專案現況的測量值，並且提供整合式的績效評量指標，以便在專案進行期間而非之後，作為有效的績效管控回饋工作。
而工程顧問業傳統的專案管控多依賴專案管理人員的經驗，較少運用客觀與系統化之控制方法和模式。本研究藉由文獻回顧及實例分析探討導入CAPP計畫績效評量理論及實獲值管理理論運用於工程顧問服務專案績效管控上的可行性和價值意義，並藉以整合建立適合我國工程顧問機構執行業務的績效評量指標，繼之以所建立之績效評量指標對工程顧問機構實際從業人員進行問卷調查，以確認整合建立之績效評量指標對工程顧問服務專案績效管控的重要性與實用性，主要目標是希望能將這一套新建立之績效管控工具應用於目前服務中的專案，進行執行績效之控管與改善，以期能有效地提高專案執行績效。
前述所言經本研究探討分析及問卷調查後所獲致的結論是：「成本」與「時程」是決定工程顧問服務專案績效良窳的主要因子，在專案執行的過程中，必須同時管控 「成本」與「時程」的進度，才能確保專案績效是往成功的方向發展，而CAPP及EVM績效管控工具，可以同步稽核並管理專案之「成本」與「時程」執行績效，且具有早期預警與預測的效能，以之作為工程顧問服務專案的績效管控工具，是相當科學的好方法。而篩選過之CAPP及EVM績效管控指標經過問卷調查所歸納整理出分屬於與財務相關（Financial）、與工作進度�人員相關（Labor Related）、與變更設計（Change Orders）相關及與安全衛生（Safety Related）相關四大類別之69項績效管理指標，應可供工程顧問業作為專案績效管控之參考。

關鍵字

專案管理 ； 績效指標 ； 專案執行績效 ； 成本 ； 時程

並列摘要

Construction Industry Institute(CII) now is developing and using CAPP (Continuous Assessment of Project Performance) which is according to the data base of standard Good/Non-successful case and then using the classification factor and the performance index of construction(ex. Proprietors’ total expense and the numbers of change orders) to manage the proceeding program promptly. The main purpose of CAPP is to offer project supervisor a method to manage and control project cost and schedule continuously and promptly in the whole life cycle of an engineering project.
Earned Value Management (EVM) is an integrated assessment method for project performance composed of combined schedule and cost. It has been fully used by America, Canada, England, Japan, Australia and Sweden, and has been regarded as the Best Practice of project management. EVM provides project supervisor with the project’s scheduled accomplish part(Planned Value,PV),the actually accomplished part(Earned Value,EV),and the cost for the accomplished part(Actual Cost,AC) to realize the survey value of ongoing project and also offered integrated assessment of performance index hoping the feedback work of performance management operates efficiently while project is running.
As to engineering consultant’s traditional project management usually relies on personal experience of project supervisor rather than objective methods and systematic control models. This study through the studies reviews and case study has investigated the feasibility and value of adopting CAPP plan performance appraisal theory and earned value management theory into the engineering consultant’s project performance management and established a performance assessment index suits our engineering consultant agency for business execution. Then use that index to make questionnaire with employees in engineering consultant agency to confirm the importance and practicability of performance assessment index in project performance management. The main purpose is to adopt the new performance manage method to running project to control and improve performance efficiently as to perfect it.
To sum up, through these researches and questionnaires, the conclusion is: cost and schedule are the main factor that decides whether the performance of project manage service doing by engineering consultant is good or not. That is to say, managing cost and schedule during the whole project execution is the only way to ensure the project performance works successfully. The performance manage method, CAPP and EVM, could examine and manage project’s cost and schedule in the meantime and is a scientific way for project supervisor because of its early warning and prediction effect. And the sifted CAPP and EVM indexes through the questionnaire has been concluded and separately arranged on four sections, Financial, Labor Related, Change order, and Safety Related, including 39 performance management indexes, which should able to be consulted by engineering consultant agency for project performance management.

並列關鍵字

project management ； performance index ； performance of project ； cost ； schedule

參考文獻

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