Building a Body of Knowledge pn Construction Project Delivery, Procurement And Contracting

Contents
About the Editors
Preface
Part A Project Delivery
Chapter 1 Project Delivery Methods
Background
Project phases
Definition of project delivery method
Main models for project delivery
Design–Bid–Build (DBB)
Construction Management-at-Risk (CMR)
Design–Build (DB)
Integrated Project Delivery (IPD)
Public–private partnership
Public statutory framework regarding construction contracts under various delivery methods
Summary
About the Authors
Chapter 2 Obstacles and Solutions for Adoption of Integrated Digital Delivery
Introduction
Background
Concept of integrated digital delivery
IDD across the building lifecycle
Digital design phase
Digital manufacturing and fabrication phase
Digital construction phase
Digital asset delivery and management phase
Improvements in project performance
Method and data presentation
Obstacles faced by practitioners in adopting IDD
Financial-related obstacles
Government-related obstacles
Management-related obstacles
Project-related obstacles
Knowledge-related obstacles
Client-related obstacles
Solutions to increase adoption of integrated digital delivery
Solutions to overcome finance-related obstacles
Solutions to overcome government-related obstacles
Solutions to overcome management-related obstacles
Solutions to overcome project-related obstacles
Solutions to overcome knowledge-related obstacles
Solutions to overcome client-related obstacles
Key solutions to overcome obstacles
Conclusion
Acknowledgments
About the Authors
Chapter 3 The Relationship between Project Delivery Method and Project Work Environment and Collaboration
Background
Design–bid–build
Design–build
Three case studies from the same state
Public–private partnerships
Construction-manager-at-risk/construction-manager-as-general-contractor
Case study: New construction of a 15-mile freeway through rural and suburban areas
Comparing the project work environment and level of collaboration within the different project delivery methods
The most important factor in project harmony and collegiality
Conclusions
About the Author
Chapter 4 Early Contractor Involvement in Project Delivery — Drivers and Impediments
Introduction
What is early contractor involvement?
Why ECI?
What are the different forms of ECI throughout the project phases and within the different project delivery methods?
Value engineering (before or after award)
Soliciting feedback from contractors prior to release of bid documents
Alternative technical concepts
By virtue of the project delivery method
Constructability reviews (after award)
What are the barriers and drivers for success of ECI?
Barriers and impediments to ECI
Recipes for ECI success
A Utah DOT case study: Thinking outside the box
Platforms to solicit ECI
Committees with contractor representation
Concluding remarks
About the Authors
Chapter 5 Project Delivery Methods and Green Building Projects: The Owner’s Perspective
Introduction
Project owners’ involvement in green building project delivery
Hypothesis development
Research methodology
Results
Data description
Main results
Discussion of findings
Conclusion
About the Authors
Part B Procurement
Chapter 6 Procurement Approaches for Design, Construction, and Materials
Procurement overview
Procurement selection methods
Low bidding
Best-value selection
Qualifications-based selection
Sole source selection
Summary
About the Authors
Chapter 7 Qualifications-driven Procurement
Background and objective
Procurement process
Assess functional needs and identify requirements
Prepare selection panel voting members and technical support staff
Prepare and issue request for qualifications
Receive and evaluate statements of qualifications
Prepare and issue request for proposals
Receive and evaluate technical proposals
Conduct interviews and perform due diligence
Evaluate price proposals and finalize selection
Negotiate contract
Administrative considerations
Conclusions
About the Authors
Chapter 8 Addressing the Fallacy in Lump-Sum Best-Value Procurement for Design–Build Highway Projects
Introduction
Best-value criteria, scoring, and award algorithms
Data collection, methods, and industry trends
Data collection and normalization
Variability analysis
Goodness-of-fit analysis
Monte Carlo simulation
Results
Industry scoring trends
Illustrative example
Conclusions and recommendations
About the Authors
Chapter 9 Technical and Organizational Challenges for Incentivizing Sustainable Public Procurement
Introduction
Incorporating sustainability into public procurement
Sustainable procurement
Best-value procurement
Alternative Technical Concepts (ATCs)
Life-Cycle Assessment-based approaches
Relevant standards and instruments
The sustainable pavements program
Use of LCA and EPDs in policy
Use of LCA and EPD in decision-making
Contractual instruments and specifications
Allowing sustainability
Requiring sustainability
Incentivizing sustainability
Pricing sustainability
Sustainability risk
Sustainability management plans
Green rating systems
Policy implications
LCA-based instruments in legislation
Rating systems in legislation
About the Authors
Part C Contracting
Chapter 10 Traditional Contracting Approaches for Design, Construction, and Materials
Background
Construction contract documents
Statutory framework regarding construction contracts under various delivery methods
Standard forms of agreement
Types of construction contracts
Prime contracts
Subcontracts
Pricing methods
Cost plus a fee
Unit prices
Lump sum
Summary
About the Authors
Chapter 11 Performance-Based Contracting Approaches
Contracting approaches used in construction industry
Method-based contracting
Performance-based contracting
Types of performance-based contracting
Types based on performance measurement
Types based on assets included
The execution of PBC in various projects
The global perspective of performance-based contracting
North America
Central and South America
Australia and New Zealand
In other countries
Legal aspect of the PBC approach
Why agencies choose PBC: Benefits to agencies and contractors
Economic benefit (cost saving)
Easy to achieve project objectives
Durable
Managerial benefits
Other benefits
Case study of horizontal projects
Canada
United States of America
Malaysia
A case study of a research project
Challenges and lessons learned from past PBC projects
Chapter summary
About the Author
Chapter 12 Contractual Aspects of Integrated Project Delivery
Introduction
Reasons behind integrated delivery evolvement
Comparison between traditional delivery and integrated delivery
Parties to the contract
Parties’ involvement
Identification of project cost
Value engineering
Conflict of interest
Communication and sharing of information
Risk management
Claims and disputes
Performance evaluation
Organizational culture
Principles of integrated delivery
Benefits of integrated delivery
Challenges faced in integrated projects
Incorporation of integrated delivery in national and international standard forms of the construction contract
Relational and IPD contracts in the United States
Relational partnering contracts in the United Kingdom
Discussions
Conclusions
About the Authors
Chapter 13 International Contracting
Introduction
Practices in international contracting
Current status of the international contracting market
Development of project delivery approaches in international contracting
Governance in IC and the FIDIC model contracts
Current research topics and findings for international contracting: Literature review
International contracting market entry decision: Three dimensions
Market selection for international contractors
Market entry mode selection for international contractors
Bidding decisions by international contractors
Risk management in international contracting: Proactive and reactive
Proactive risk management in international contracting
Reactive risk management in international contracting
Governance in international contracting: Inter- and intra-organizational
Inter-organizational governance in international contracting
Intra-organizational governance in international contracting
Corporate social responsibility in international contracting
Toward a better IC body of knowledge: Knowledge gaps and research agenda
Acknowledgements
About the Authors
Chapter 14 Construction Disputes
Introduction
Background
The relationship between disputes, claims, and conflict
Sources of construction disputes
Construction dispute likelihood
Construction dispute impacts/severity
Background summary
Core knowledge, trends, and expectations
Moving toward dispute prevention
Minimizing and resolving disputes if prevention efforts are insufficient
Resolving disputes on the jobsite
Negotiation
Mediation (including conciliation)
Dispute review boards
Resolving disputes off the jobsite
Neutral evaluation
Adjudication/expert determination
Arbitration
A comprehensive dispute management approach
Discussion
Construction dispute trends
Dispute risk management
Conclusions
About the Author
Chapter 15 Proposed Framework and Building Blocks for a Body of Knowledge in Construction Project Delivery, Procurement, and Contracting
Section A: Project delivery
Section B: Procurement
Section C: Contracting
About the Authors
References