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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 76
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
