Strategies for Implementing Performance Specifications: Guide for Executives and Project Managers (2013) / Chapter Skim
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Pages 46-57
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From page 46... ...
45 Performance specifi cations are not ideal for every construction contract. However, they may hold signifi cant advantages over traditional method specifi cations when certain criteria or conditions are met.
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46 STRATEGIES FOR IMPLEMENTING PERFORMANCE SPECIFICATIONS: GUIDE FOR EXECUTIVES AND PROJECT MANAGERS Define project's scope of work Define project goals Considerations: • Road / bridge class • Type of construction • Annual avg. daily traffic • Location • Project complexity • Region ( climate)
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47 STRATEGIES FOR IMPLEMENTING PERFORMANCE SPECIFICATIONS: GUIDE FOR EXECUTIVES AND PROJECT MANAGERS 5.2.1: Identify where the project is in the delivery process Conceptual Design Preliminary Design Detailed Design Considerations Does the agency have legislative authority? Is there internal agency support?
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48 STRATEGIES FOR IMPLEMENTING PERFORMANCE SPECIFICATIONS: GUIDE FOR EXECUTIVES AND PROJECT MANAGERS requirements appropriate for the project characteristics and contracting type (see also Framework for Developing Performance Specifications, Chapter 2)
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49 STRATEGIES FOR IMPLEMENTING PERFORMANCE SPECIFICATIONS: GUIDE FOR EXECUTIVES AND PROJECT MANAGERS influence performance outcomes. This is often the case on complex projects involving major reconstruction or new capacity, multiphased work zone management, major or nonstandard structures, and high traffic volumes requiring accelerated design and construction.
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50 STRATEGIES FOR IMPLEMENTING PERFORMANCE SPECIFICATIONS: GUIDE FOR EXECUTIVES AND PROJECT MANAGERS To the extent possible, the goals should be based on definitive criteria (e.g., time savings in days or annual maintenance cost in dollars)
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51 STRATEGIES FOR IMPLEMENTING PERFORMANCE SPECIFICATIONS: GUIDE FOR EXECUTIVES AND PROJECT MANAGERS minimize traffic disruption (e.g., by ensuring timely opening of roadways after a construction project or by eliminating the need for lane restrictions during warranty or maintenance periods) would be preferable to those that impair mobility.
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52 STRATEGIES FOR IMPLEMENTING PERFORMANCE SPECIFICATIONS: GUIDE FOR EXECUTIVES AND PROJECT MANAGERS PROJECT-DELIVERY CONSIDERATIONS If Part 1 of the decision process demonstrates significant advantages to using a performance specification to achieve project goals, an additional set of decisions should be made to address project delivery. The project delivery approach affects the extent to which the agency can or should transfer responsibility for design, materials, construction, and possibly postconstruction maintenance and operation to the private sector.
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53 STRATEGIES FOR IMPLEMENTING PERFORMANCE SPECIFICATIONS: GUIDE FOR EXECUTIVES AND PROJECT MANAGERS Figure 5.4. Alternative delivery systems.
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54 STRATEGIES FOR IMPLEMENTING PERFORMANCE SPECIFICATIONS: GUIDE FOR EXECUTIVES AND PROJECT MANAGERS Transfer of Responsibility to Industry The choice of delivery method affects the extent to which control and risk can be shifted to the contractor. Under traditional DBB delivery, the agency retains the majority of the performance risk related to design; the contractor assumes responsibility for the aspects of performance related to materials and construction workmanship.
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55 STRATEGIES FOR IMPLEMENTING PERFORMANCE SPECIFICATIONS: GUIDE FOR EXECUTIVES AND PROJECT MANAGERS expertise or is averse to being held responsible for performance outcomes, then performance specifications may not provide the best option. The agency must carefully gauge the interest and ability of industry to respond to alternative delivery and procurement requests.
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56 STRATEGIES FOR IMPLEMENTING PERFORMANCE SPECIFICATIONS: GUIDE FOR EXECUTIVES AND PROJECT MANAGERS • Industry is capable of entering into a long-term O&M agreement and meeting the performance goals for the facility with a reasonable return on investment. If the project does not meet these conditions or industry is not suited for long-term asset management, the agency should instead consider using DB with a short-term performance warranty.
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