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CHAPTER 1 Overview Introduction and Purpose The objective of this guidebook is to help transit agencies evaluate and choose the most appropriate project delivery method for their projects. This guidebook will also help in docu- menting the process of decision-making and in preparing the outcome in a Project Delivery Decision Report. The project delivery method is a process by which a project is comprehensively designed and constructed for an owner and includes project scope definition; organization of design- ers, constructors and various consultants; sequencing of design and construction operations; execution of design and construction; and closeout and start-up. In some cases, the project delivery method may encompass operation and maintenance. Currently available project delivery methods have moved far beyond the traditional design-bid-build (DBB) method. Due to changes in procurement laws, public agencies now share the ability of their private-sector counterparts to acquire construction services via alternative project delivery methods, such as construction management, design-build, and other hybrid systems. In some instances, methods (such as design-build) may include operations and maintenance as well as multiyear warrantees. The approach to developing a project delivery selection system presented herein was to review and analyze relevant literature on project delivery methods and previous work on developing decision support systems for project delivery selection. In addition, an extensive questionnaire was developed for a face-to-face, structured interview with several transit agencies. A list of tran- sit projects was developed and approved by the project oversight panel (see Table 1.1). The authors traveled to the selected project sites and interviewed project directors. The results of the interviews were then analyzed and summarized. Based on the outcome of the literature search and the structured interviews, a set of pertinent issues was identified and studied. These perti- nent issues were ones that were thought to have a profound effect on the choice of project deliv- ery method. These issues, in turn, were used to develop the project delivery selection system described in this guidebook. Selection System Framework The selection of the project delivery method is a decision that is based on a multitude of issues. In this guidebook, these issues are called "pertinent issues" and have been categorized according to the following groups: project-level issues, agency-level issues, public policy/regulatory issues, lifecycle issues, and other issues. The research team has identified and verified these pertinent issues through a literature search, extensive interviews with various transit agencies across the United States, and discussions between the research team and the project oversight panel. 4

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Overview 5 Table 1.1. List of transit projects for which project directors were interviewed. Case Project Delivery Project Agency/Location # Method 1 T-REX (Southeast Corridor Regional Transportation Design-Build Light Rail) District/ Denver, CO 2 Weber County Commuter Rail Utah Transit Authority / Construction Salt Lake City to Ogden, Manager at Risk UT 3 University Line Utah Transit Authority/ Design-Build Salt Lake City, UT 4 Medical Center Extension Utah Transit Authority/ Design-Build Salt Lake City, UT 5 Greenbush Commuter Rail Massachusetts Bay Design-Build Transportation Authority/ Boston, MA 6 Hudson-Bergen Light Rail New Jersey Transit Design-Build- Hudson, NJ Operate-Maintain 7 Silver Line Project Massachusetts Bay Design-Bid-Build Transportation Multi-Prime Authority/ Boston, MA 8 Portland Mall Project TriMet/ Construction Portland, OR Manager at Risk 9 I-205 Light Rail Extension TriMet/ Design-Build Project Portland, OR Based on these pertinent issues, the team has developed a three-tiered project delivery selec- tion system that consists of the following tiers: Tier 1--Analytical Delivery Decision Approach, Tier 2--Weighted-Matrix Delivery Decision Approach, and Tier 3--Optimal Risk-Based Approach. The Tier 1--Analytical Delivery Decision Approach (Tier 1 approach) provides a framework for agencies to use in defining project goals and examining the advantages and disadvantages of each delivery method within the context of these project goals. The aim of this approach is to help agencies understand project delivery method attributes and determine whether their spe- cific project goals align with the attributes of a particular delivery method. The Tier 1 approach also provides a "go/no-go" review to determine whether one or more project delivery methods should be excluded from the examination. After completion of the Tier 1 approach, an agency may not have a single, clear, and logical choice for a project delivery method. If this is the case, the agency is advised to move to the Tier 2--Weighted-Matrix Delivery Decision Approach (Tier 2 approach) with the best project deliv- ery method options and create a more detailed analysis to select the final project delivery method. The Tier 1 approach is designed as a simple and straightforward selection method. Any owner, no matter what their level of experience with alternative project delivery methods, will be able to use this tier. The Tier 2 approach provides a means for the agency to further examine and document a proj- ect delivery decision for an individual project. If a project delivery method was not found in the Tier 1 approach, the Tier 2 approach can be used to select a delivery method by prioritizing proj- ect objectives and selecting the delivery method that best aligns with these objectives. The Tier 2 approach is based on successful project delivery decision tools developed by academics and pro- fessionals over the past 20 years. With the Tier 2 approach, the user concentrates on a few key