Guidebooks for Post-Award Contract Administration for Highway Projects Delivered Using Alternative Contracting Methods, Volume 3: Research Overview (2020) / Chapter Skim
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28 C H A P T E R 6 6.1 Introduction The main objective of Task 4 was to conduct multiple case studies of alternative contracting method projects delivered by agencies. The intent was to analyze, summarize, and document the post-award contract administration methods and tools that state agencies used on the previously identified D-B and CM-GC projects (see Chapter 5)
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Case Study Interview Protocol 29 6.3 Case Study Questions The following outline shows the general format and flow of the D-B case study process. Where appropriate, the outline highlights how this layout differed between D-B and CM-GC projects.
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30 Guidebooks for Post-Award Contract Administration for Highway Projects Delivered Using Alternative Contracting Methods We would like to know about informal or formal tools you use, either personally developed or externally provided, such as: � Templates for meeting agendas or meeting minutes, � Excel spreadsheet templates, � Basic guidelines given by coworkers–superiors and so on, � Checklists, � Flow charts, � Events or meetings, � Etc. Additionally, we would like to understand: – Who is involved with each activity (individuals and organizations)
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Case Study Interview Protocol 31 a. Do you have any questions or clarifications regarding this activity?
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32 Guidebooks for Post-Award Contract Administration for Highway Projects Delivered Using Alternative Contracting Methods – Review CM-GC input for design – Review project management plans – Negotiate GMP (CAP) – Approve CM-GC preconstruction services invoices – Enact CM-GC contract modifications – Manage CM-GC documentation 8.
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Case Study Interview Protocol 33 9. Administer closeout of a D-B project includes performing all of the tasks required to ensure the job is properly closed per contractual obligations and documents are retained per DOT requirements.
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34 Guidebooks for Post-Award Contract Administration for Highway Projects Delivered Using Alternative Contracting Methods In some cases -- as the research team was developing tool descriptions -- interviewees were contacted again to provide feedback on the status of the tool description. This follow-up was used to clarify questions about the tool and to ensure accuracy.
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