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CHAPTER 5 Tier 2--Weighted-Matrix Delivery Decision Approach Introduction The Tier 2--Weighted-Matrix Delivery Decision Approach provides a means for owners to further examine project delivery methods for an individual project when an obvious choice was not found in the Tier 1--Analytical Delivery Decision Approach. The Tier 2 approach involves prioritizing project objectives and selecting the delivery method that best aligns with these objec- tives. The Tier 2--Weighted-Matrix Delivery Decision Approach is founded upon successful delivery decision tools developed by academics and professionals over the past 20 years (Loulakis 2000, CII 2003, Skitmore and Marsden 1988). Owners should complete a Tier 1 approach before conducting the Tier 2 approach. The Tier 1 approach provides owners with two key pieces of information. First, the completion of the Tier 1 approach requires owners to define their project goals in terms of cost, schedule, quality, main- tainability, sustainability, and other options. These project goals are critical to application of the Tier 2 approach. Second, the Tier 1 approach provides a short list of available project delivery options. Only those project delivery methods that are feasible and have the best potential for suc- cessful application will pass through the Tier 1 filtering process. The filtering process involves examination of go/no-go issues and consideration of 24 pertinent issues involved in the project delivery decision. Knowledge of these pertinent issues is helpful in the Tier 2 approach. Forms for the Tier 2 approach are provided in Appendix E, which is available on the TRB web- site at http://trb.org/news/blurb_detail.asp?id=10054. The Tier 2 approach has three primary objectives: Present a structured framework to assist agencies in prioritizing their unique project goals and delivery selection issues; Assist owners in aligning their unique goals and issues with the most appropriate project delivery method; and Further document the project delivery decision in the Project Delivery Decision Report estab- lished in Tier 1. The Tier 2 approach provides a framework for agencies to use in prioritizing their project goals and selecting the project delivery method that best aligns with these goals. Priorities for project goals and critical selection issues are unique to each project. Likewise, project delivery methods vary in their ability to achieve these goals and their suitability with regard to various issues. The Tier 2 approach will align these two facets of the delivery decision. At the completion of Tier 2, there is still a possibility that an agency will 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 3 approach with the short list of delivery methods emerging from completion of the 78

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Tier 2--Weighted-Matrix Delivery Decision Approach 79 Tier 2 approach and make the final decision based upon a detailed risk analysis of the issues involved with each delivery method. The Tier 2 approach is composed of five distinct steps listed below and shown in Figure 5.1. Step 1. Define Selection Factors Step 2. Weight Selection Factors Step 3. Score Project Delivery Methods Step 4. Choose Most Appropriate Project Delivery Method Step 5. Document Results Step 1 of the Tier 2 process begins by defining a concise set of selection factors. These selec- tion factors consist of the project goals and any of the 24 pertinent issues examined in Tier 1 that were deemed critical (see Chapter 4 for Tier 1). The Tier 1 approach asks owners to establish their project goals at the very beginning of the process. The first step in Tier 2 is for owners to develop a concise set of selection factors by combining their project goals with the most relevant of the 24 pertinent issues examined in Tier 1. These selection factors will be used throughout the Tier 2 approach. In Step 2, owners rank and then weight selection factors. Some selection factors may overlap with others, in which case they can be combined. Other selection factors may stand alone for analysis. Completion of Step 2 results in a list of up to seven selection factors for further analysis. Step 3 of the Tier 2 approach requires owners to score each delivery method in terms of the selection factors. A further examination of the advantages and disadvantages for each delivery method will form the basis for these scores. Since the scores will be subjective, the owners will need to be diligent in documenting the rationale for the scores. Step 4 involves a determination of the most appropriate delivery method through the com- pletion of a weighted-decision matrix (see the weighted-matrix template in Table 5.3). Owners will make the determination by multiplying the selection factor weights by the project delivery scores and then summing the values for each delivery method. The highest score will indicate the Step 1. Define Selection Factors Time: ______________ Step 2. Weight Selection Factors Cost: ______________ Step 3. Score Project Delivery Methods Quality: ______________ Step 4. Choose Most Appropriate Step 5. Document ...: ______________ ...: ______________ Project Delivery Method Results ... PROJECT DELIVERY METHOD DBB CMR DB DBOM PROJECT DELIVERY Selection Factor Weighted Weighted Weighted Weighted DECISION REPORT Factor Weight Score Score Score Score Score Score Score Score Factor 1 Tier 1 (e.g., Project Project Description goals) Project Goals Factor 2 (e.g., Agency Delivery Methods experience) Considered Factor 3 (e.g., Market Advantages and issues) Disadvantages Factor 4 to Delivery Method 7... Decision Total Score Tier 2 Weighted-Matrix Decision Chart Figure 5.1. Tier 2 approach overview.