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OCR for page 75
Tier 1--Analytical Delivery Decision Approach 75 Table 4.28. Adversarial relationship advantages/disadvantages summary. Issue DBB CMR DB DBOM 24. Adversarial Relationship Key: Most appropriate delivery method Appropriate delivery method Least appropriate delivery method X Not applicable (discontinue evaluation of this method) Comments _____________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Step 5. Choose the Most Appropriate Project Delivery Method Steps 1 through 4 of the selection process provide all the individual pieces of information needed to make a project delivery decision. The final step involves combining this information into a final comprehensive format that will aid in making the decision. Table 4.29 presents a form in which to summarize the advantages and disadvantages of each project delivery method with regard to each of the 24 issues. Following the table is an outline for use in documenting the final decision. Step 5 requires the following actions: Review project goals. Review the project goals documented in Step 2 to be certain that any project delivery method selection is in alignment with the goals. Transfer individual issue summary ratings. Transfer the 24 individual issue summary rat- ings (documented in the Issue Summary Table at the end of each issue analysis) to Table 4.29 to provide a complete picture of the analysis. Review Table 4.29 to determine the dominant delivery method. Upon completion of Table 4.29, a delivery method may emerge as dominant. A dominant delivery method will contain a large number of "most appropriate" ratings in areas that align with the project goals. A dominant method will also have few or no "least appropriate" ratings. Counting the ratings should be avoided. If needed, review any comments from the previous issue analysis to help with the delivery decision. Note: If dominant method exists, make a delivery choice and move to Step 6. Review "least appropriate" ratings. Review any "least appropriate" ratings to determine whether any of the issues raised red flags or problems that would make a delivery method sig- nificantly less desirable. Choose the delivery methods to study in Tier 2. If a dominant method is not apparent, remove any inappropriate methods, document the decision as described in Step 6, and move to Tier 2 for a more detailed analysis. Step 6. Document Results The final step in the Tier 1 decision process is to document the results in a Project Delivery Decision Report. Whether one delivery method emerges as the dominant choice or none of the four delivery methods are eliminated from consideration in the process, documentation is a vital step. Documentation will assist in developing procurement and contracting strategies for the ultimate project delivery method. It will also serve to communicate the project delivery choice to interested stakeholders.

OCR for page 75
76 A Guidebook for the Evaluation of Project Delivery Methods Table 4.29. Project delivery method advantage/disadvantage summary. DBB CMR DB DBOM Project-Level Issues Rating 1. Project Size 2. Cost 3. Schedule 4. Risk Management 5. Risk Allocation 6. LEED Certification Agency-Level Issues Rating 7. Agency Experience 8. Staffing Required 9. Staff Capability 10. Agency Goals and Objectives 11. Agency Control of Project 12. Third-Party Agreement Public Policy/Regulatory Issues Rating 13. Competition 14. DBE Impacts 15. Labor Unions 16. Federal/State/Local Laws 17. FTA/EPA Regulations 18. Stakeholder/Community Input Lifecycle Issues Rating 19. Lifecycle Costs 20. Maintainability 21. Sustainable Design Goals 22. Sustainable Construction Goals Other Issues Rating 23. Construction Claims 24. Adversarial Relationship Other Other Other Key: Most appropriate delivery method Appropriate delivery method Least appropriate delivery method X Not applicable (discontinue evaluation of this method) Project Goals and Pertinent Issue Comments _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ The six-step process forms the basis for the Project Delivery Decision Report. Steps 1 through 5 can be combined for a complete report. The advantage/disadvantage checklist and the related comments will be important components for documentation. An executive summary should be added to the beginning of the report to summarize the decision. Any pertinent data or research (e.g., schedule constraint calculations, delivery code research, and so forth) should be added as appendices. A suggested Project Delivery Decision Report outline is the following: 1. Executive Summary 2. Project Description 3. Project Goals