The National Academies Press

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From page 33... ... , which is the primary advocate of QBS for awarding design contracts. CONSTRUCTION MANAGER-AT-RISK SELECTION MODELS CMR selection processes and procedures were found in four study instruments. Read the entire page →
From page 34... ... 4 References from past projects 3 Organizational structure/chart 3 Qualifications of the CMR's preconstruction services manager 2 Construction quality management plan 2 Declaration of self-performed work 2 Preliminary project schedule 2 TABLE 18 ONE-STEP QBS STATEMENT OF QUALIFICATIONS (SOQ) Read the entire page →
From page 35... ... Award Construction Contract Yes Construction Organization Chart Corporate Project Experience Key Personnel Experience Required Management Plans Other Submittal Requirements Contents of CMR SOQ Contents of CMR Statement of Qualification Contains Only What Was Requested in RFQ. This Graphic Shows Possible Submittal Requirements Advertise DBB Unable to Agree on GMP Yes No FIGURE 13 QBS one-step CMR selection model. Read the entire page →
From page 36... ... Agencies Requiring Qualifications of the CMR's project manager 3 Past CMR project experience 3 References from past projects 3 Proposed preconstruction fee 3 Qualifications of key personnel 2 Construction quality management plan 2 Other key plans: Public relations 2 Preliminary project schedule 2 Proposed construction fee 2 Proposed general conditions 2 TABLE 19 ONE-STEP BEST-VALUE PROPOSAL SUBMITTAL CONTENTS Read the entire page →
From page 37... ... This pushes CMR selection to appoint after design has begun, and reduces the opportunity for the CMR to add value through its input. Two-Step Best-Value Construction Manager-at-Risk Selection Model This model is based on the dominant form of DB procurement in transportation ("Design-Build Effectiveness Study" 2006) Read the entire page →
From page 38... ... Award Construction Contract Yes CMR Request for Proposals CMR's Proposal CMR Proposal Evaluation CMR Selection Proposed Precon Fee Proposed Construction Fee Proposed General Conditions Proposed Construction Costs as req'd Contents of CMR Proposal Proposed Construction Schedule if req'd Contents of CMR Statement of Qualifications Contains Only What Was Requested in RFQ. This Graphic Shows Possible Submittal Requirements Organization Chart Corporate Project Experience Key Personnel Experience Required Management Plans Contents of CMR SOQ Other Submittal Requirements Construction No Advertise DBB Unable to Agree on GMP Yes Propo sal Com ponents U sed in G M P FIGURE 15 Two-step best-value CMR selection model. Read the entire page →
From page 39... ... 18 22 References from past projects 18 23 Qualifications of the CMR project manager 10 10 Qualifications of the CMR's preconstruction services manager 1 4 Qualifications of the CMR's general superintendent 4 11 Qualifications of the CMR's estimator/scheduler 2 7 Qualifications of the construction quality manager 1 3 Qualifications of other key personnel 22 19 Construction quality management plan 5 10 Safety management plan 3 7 Schedule control plan 4 9 Sustainability certification plan 1 5 Construction traffic control plan 0 1 Other key project plans 14 17 Preliminary project schedule 4 5 Declaration of self-performed work 2 7 Subcontracting plan 9 8 DBE plan 4 9 Proposed preconstruction services fee 4 11 Proposed construction fee 4 11 Proposed post-construction fee (profit) 1 0 Proposed general conditions fee 2 6 List of proposed subcontractors 0 1 Claim reduction and claim resolution plan and dispute resolution 1 2 Claim history and litigation 7 12 Contract or subcontract default history 7 10 Current workload 7 10 Adequate bonding capacity 14 12 DBE = Disabled Business Enterprise. Read the entire page →
From page 40... ... The first is the timing of the CMR selection with respect to the selection of the designer. Next is the composition and duties of the CMR selection panel. Read the entire page →
From page 41... ... If direct construction cost information is required, then CMR selection can be timed to happen when the agency 42 has sufficient design detail to permit reasonable numbers to be submitted that do not contain excessive contingencies. Selection Panel Composition and Duties Empanelling a selection committee is very straightforward; there are two primary decisions to be made. Read the entire page →
From page 42... ... 2-Step BV (out of 2) Voting member of panel 2 0 0 Non-voting member of panel 1 2 2 Developing short list 1 0 0 Evaluation of CMR qualifications 4 0 1 Checking CMR references 2 0 1 Evaluation of CMR interviews/presentations 2 0 1 Evaluation of CMR fees 1 0 0 TABLE 22 DESIGNER SELECTION PROCESS ASSISTANCE DUTIES Read the entire page →
From page 43... ... Non- Transport Documents (out of 29) Formal presentation of corporate qualifications/past projects 4 2 2 1 2 Formal presentation of qualifications/past project experience for key CMR personnel 3 2 2 1 3 Formal presentation of project- specific issues 1 3 2 13 1 Formal presentation of preconstruction services components 2 3 2 0 0 Other: Answer pre-published list of questions 1 0 0 0 0 TABLE 23 CONTENT OF THE SELECTION PROCESS INTERVIEWS BestValue Parameters Best-Value Evaluation Criteria Best-Value Evaluation Rating Systems Best-Value Award Algorithms QBS Parameters QBS Evaluation Criteria QBS Evaluation Rating Systems QBS Award Algorithms FIGURE 16 CMR selection framework (adapted from Scott et al. Read the entire page →
From page 44... ... These can range from algebraic formulae that combine direct points with weighted categories to the mere subjective evaluation of the ratings by the panel. For a detailed discussion on the rating, evaluation, and award process for alternative project delivery methods, the reader is referred to NCHRP Report 561: Best-Value Procurement Methods for Highway Construction Projects (Scott et al. Read the entire page →
From page 45... ... Oregon gave cost a weight of 15%, whereas Utah assigned a higher weight that ranges from 26% to 50%, but usually averages 30%. The content analysis found that 12 transportation and 12 non-transportation documents showed that cost was included in the selection decision. Read the entire page →
From page 46... ... Therefore, the process was not "arbitrary and capricious." Lessons Learned for Implementing CMR Selection Programs This court test yielded some excellent information for agencies that plan to use CMR project delivery on a general scale. MnDOT won this case for three major reasons: • The prequalification evaluation criteria were transparent to all offerors, • The owner followed its prequalification plan as published, and • The owner could defend its decision logically. Read the entire page →
From page 47... ... is a benefit of CMR project delivery touted in the literature (Kwak and Bushey 2000) Read the entire page →
From page 48... ... • Making the CMR project delivery method selection decision as early as possible provides an opportunity to bring the contractor on board at a point where it has the maximum opportunity to add value to the project. Read the entire page →
From page 49... ... • The impact on competition appears to be minimal and transient as the project delivery method matures in a given market. Effective Practices The following effective practices were reported in this chapter: • The agency can select which of the three CMR selection models best fits its statutory constraints and the project's 50 requirements and then design a procurement process that is both transparent in its detail and defensible in its logic. Read the entire page →

From page 33...

... , which is the primary advocate of QBS for awarding design contracts. CONSTRUCTION MANAGER-AT-RISK SELECTION MODELS CMR selection processes and procedures were found in four study instruments.