Pending a successful confirmation of funding by August 2015, the project could take 10 months to complete with an expected completion date by summer 2016. Assuming a two months procurement and consultant selection process, the consultant would be on board by October 2015. An estimated 520 hours will be required for the study. Regular study progress will be communicated to the APEC Secretariat, IIEG and MEG members. PO will also present study progress and results at the TPT-WG 42 and 43 in 2016.
The follow five steps for the study illustrated the task required, output, and the approximate timeline.
Step 1: Project Initiation (August 2015 to October 2015, assuming project funding approval by July 2015)
a) Assemble a study management team to oversee the overall study progress, evaluate the study proposals, and provide general guidance to PO on conducting the study. Study management team should consist of co-sponsoring economies experts with experience in the port and intermodal planning and operation;
b) Work closely with APEC secretariat to develop and issue Request For Proposal;
c) Review proposals with study management team and select successful bidder;
d) Retain study consultant and finalize study contract; and
e) Work with consultant to prepare the detailed Project Management Plan.
Output: Request For Proposal, Study Management Team Terms of Reference, Project Management Plan with detail tasks and schedule.
Step 2: Data Collection (October 2015 to December 2015)
Activities: Collect data and feedback from APEC leading ports and intermodal stakeholders to summarize common characteristics and development trend of Gateway port. Study team will also conduct phone/email interview with private sector terminal operators, shipping line companies, and other transportation and supply chain experts, and literature review to collect relevant data.
a) Conduct phone or in person interview with various APEC economies Department of Transport officials and private sectors terminal operators, shipping lines, and other intermodal stakeholders to get a better understand the current state of Gateway port development within their organization;
b) Prior to interview, prepare and distribute discussion guide and questionnaire by email and mail to APEC economies Department of Transport officials and private sectors terminal operators, shipping lines, and other intermodal stakeholders. The objective is to explain the study objective and to seek feedback on definition of Gateway Port and the advantages and challenges on gateway port development;
c) Conduct literature research on gateway port development and best practice worldwide. Example study would include the OECD recent report on "The Impact of Mega Ship";
d) Review previous and on-going APEC project on supply chain connectivity to ensure this study complement previous effort;
e) Review available connectivity index such as UNTAD Connectivity Index.
Output: An interim report including the current development plan and connections of APEC Gateway ports and common characteristics. Literature research, interview and phone survey results will be included in the study as well.
Step 3: Data Analysis (December 2015 to April 2016)
Activities: Analyze the potential influence of the external factors such as manufacturing transferring, larger-sized vessel, and port regionalization to the development of Gateway ports in APEC region. Study will also review and suggest available port connectivity performance indicators (e.g. UNCTAD Liner shipping connectivity index)
a) Develop an inventory of issues and development trend from the workshop, survey results, and literature review;
b) Review the methodology of UNCAD Liner shipping connectivity index and determine what data is required to develop similar index for the APEC region;
c) Review the technical feasibility (eg. data availability, index update cycle, and level of resource required, etc) of setting similar index for the APEC region;
d) Review data collected so far and identify trends and success factors on Gateway port development;
e) Provide preliminary technical and policy recommendation;
f) Send out workshop invitation at least two months in advance of the workshop;
g) Prepare workshop material.
Output: An interim report describing the best practices of Gateway Port Connectivity considering institution, infrastructure, operation and information.
Step 4: Study Results (April 2016 to May 2016)
Activities: Host a Workshop in Singapore on the margins of the Transportation Working Group TPTWG- 43 meeting in summer 2016 as a standalone event to present study findings. Measures and factors to cope and accelerate port development and Gateway Port connectivity, alongside the feasibility of establishing a Gateway port connectivity index will be discussed. Approximately 50 people are expected to attend the workshop. Draft technical and policy recommendation will be presented for discussion as well.
Output: A workshop summary with comments and suggestions from attendees.
Step 5: Final Report and Research Paper (May 2016 to July 2016)
Activities: All study findings, including the best practices, methodology and data required for the Gateway port connectivity index, and list of technical and policy recommendations in promoting Gateway ports connectivity and development, will be summarized in the final report. The documents will be available in publications and online. The research paper will be submitted to technical journals, trade and maritime related conferences, and business magazines for presentation and publication consideration. These could include the Transportation Research Board, Journal of Commerce TPM Asia Conference, World of Cargoes, or PortStrategy.
Publication and presentations on the study findings and recommendations will be made available to other APEC workings groups such as Committee on Trade and Investment and APEC Business Advisory Council.
Output: The final report and one research paper.