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A comprehensive overview of various project delivery systems used in the construction industry. It delves into different procurement methods, contracting approaches, and organizational structures, including design-bid-build (dbb), construction manager at risk, design-build, and integrated project delivery (ipd). The document also explores key concepts like functional and performance requirements, shortlisting, and competitive procurement processes, offering valuable insights for students and professionals in the field.
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parties, and determines sequence of design, procurement, and construction (db, cmar, dbb)
design is fully completed without input from GC, A/E acting in owner's interests, with a historically strong bond, process is well-established and understood
contractor provides precon services, negotiated gmp contracting approach, open book estimating process, potential to fast track project, construction cost determined before design completed, potential issues over what is reasonably inferable from gmp design documents
services, designer and contractor have a direct con- tractual relationship, selected by QBS or best value, wide spectrum of contracting approaches and organizational structures, single point responsibility, owner does not manage designer, owner exposure to claims is significantly reduced
performance testing are central to scope, contractor will typically perform engineering with its in-house staff, owner has need for single point responsibility, contracts include plant and process performance guarantees, contract items include performance and schedule liquidated damages and limitations of liability
owner's ability to schedule and coordinate the work
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contract approach, private sector use (limited at this time), key: owner's ability to accept risk
highway, water treatment plant), build and maintenance is outsourced to a private company. Opposed by public sector unions. this is not considered a delivery system but its underlying approaches are delivery systems and typically use DB. multiple procurement and contracting approaches
subcontractors; can enable big decisions to be made early, affect project outcomes at lowest cost, establish a need for co- location and collaboration, and compress time during concurrent design and construction
project requirements and scope of prescriptive work; use of performance-based technical requirements with limited prescriptive specifi- cations
final project cost and schedule commitment is not established as part of the selection process; two phases: preliminary services and final design and construction services
to 100% complete plans and specs. the owner is therefore responsible for success or failure of details of the design, and warrants the sufficiency of design to the contractor. the owner is therefore liable to the contractor for any gaps between plans and specifications and owner's requirements for project performance
the basis of preliminary design; this makes the design-builder responsible for completing the design in accordance with
4 / reasonable price
personnel, capacity of design build team to perform work, team experience in working together, deisgn-builder's project management plan, project-specific ideas demonstrating team's ability to innovate and think out- side of the box
qualified, RFP to obtain technical approach and price; determine evaluation factors and relative weighting; price proposals opened after evaluation and scoring of technical proposals
contract awarded to bet technical proposal, project approach, and team composition; price is evaluated not scored in selection if within budget; owner can prioritize or add scope if budget allows; variant to this approach is "stipulated/fixed price, best technical proposal"
unsuccessful contract performance; suitable for commodities or simple service; proposers do the minimum for the pass/fail process; impedes thinking creatively or creating the best team; little practical ability for an owner to ever fail someone
consultant, specialized service, or unique type of material. essentially non-competitive; multiple contracting approaches available (unit rates, cost plus, GMP, or lump sum)
and evaluate past performance
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relevant and reasonably needed information; allows ATCs when mandatory technical criteria is established
than or equal; if accepted by owner, can be used in technical proposal; different from value engineering change proposals
outcome than any other; with proper process, checks, and testing, a desired outcome can be delivered with fewer problems and unforeseen complications
conditions, notice to proceed, design, confirmation of construction materials and services, construction, performance and quality vali- dation, start-up and commissioning of systems, project close-out, project warranty and post-occupancy follow-up
conceptual design take place
design work plan (IDWP)
respect, respect fosters cohesion, interdisciplinary fluency develops one team, one team acts as one team
linking of model components to a database of properties and relationships. Allows real-time sharing of design evolution, drives early decision-making, defines expectations for design phase deliverables, enables implementation of additional uses for the database
7 / encouraged, sharing lessons learned, a voice in the design process builds team cohesion, helps to make big decisions early
design and construction, and guides project's process
effort, or design and engineering of a specific discipline
excellence within the design-build team, and man- ages the design information flow and deliverables
partners
and standards; design confirmed within budget and schedule; owner's review for compliance has been completed; changes made after this may result in request for equitable adjustment; the owner and DB-er should reach a consensus on this definition and when it occurs during the post-award process
decision making - how and when to make decisions; identify work flow of design deliverables best supporting construction; optimize time for design phase co-location; optimize opportunities for constructability reviews; the initial prelim should be considered in the proposal
clauses, confirm incremental design packages, confirm what constitutes design commitment, obtain performance/payment bonds, obtain certificates of insurance, confirm attainment of permits and access rights, issue notice to proceed, and schedule initial formal partnering workshop
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can use this to make sure you're payed for the additional work
developing one of 3 things
business objectives by maximizing the effectiveness of each participant's resources
this type of incentive. it is best practice for owners to include this type of incentive in their design-build contracts
the design process, not after the project is completed
options with the most advantages. This process avoids the double counting inherent in listing pros and cons when in one option is also the con in another.
procurement, and construction; encourages proactive approach with the owner to resolve any changes as design evolves; mitigates disputes before they become bigger problems
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equitable doctrine that prevents the withdrawal of a promise by a promisor if it will adversely affect a promisee who has adjusted his or her position in justifiable reliance on the promise
not existed
breaching party perform its obligations under that contract (specific performance) or stop doing something (injunction)
degree of certainty
difficult to manage or predict, and typically involve damages to third parties; create substantial financial exposure if something goes wrong
manner
a contract made between two businesses, the injured party may only sue under a contractual claim (privity of contract)
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documents must be raised by bidders during procurement
indicated in the contract documents; unknown physical conditions at the site, of an unusual nature, that differ materially from those ordinarily encountered and generally recognized as inhering in the work of the character provided for in the contract
caused by weather, deliveries or change orders. The contractor may choose to file a claim for damages if the extra time is warranted but not given and the contractor had to incur extra expenses to complete the work on time.
the acts of the joint venture
considerations, and partnerships of two or more organizations that works together in a project. It's not unlike a partnership or subcontractor relationship
Design-Builder wins the procurement)
design-builder will review these documents to discover and resolve conflicts or ambiguities, order of preference, determining submittal review and approval process,
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project
insurance policy
responds, covers correction of defective work and completion of project, additional legal, design, professional, and delay costs, and liquidated damages