Project Delivery Method
Selection Guidance
ACEC/WSDOT Annual Meeting
June 11, 2015
Jeff Carpenter
Director, WSDOT Construction Division
Acronyms/Definitions
• PDMSG – Project Delivery Method Selection Guidance
• PDM – Project Delivery Method
• Alternative Project Delivery Method – a delivery method
other than Design-Bid-Build
• Probable Project Delivery Method - a temporary
determination at project scoping that is used for project
planning until it can be validated/updated by the
Engineering Project Office assigned to the project.
• Final Project Delivery Method - is the PDM determination
submitted for approval to use as the contracting method
for the project early in the project design process.
PDMSG Team Purpose
Develop formal guidance to aid WSDOT staff in
the selection of project delivery methods based
on a project’s attributes, opportunities and risks
that will result in the most cost effective and
best value project delivery in alignment with
Reform VII.
PDMSG Task Goals
1. Establish a systematic approach that can be consistently
applied throughout WSDOT,
2. Establish how and when a project should be assessed,
3. Develop the PDMS Process to be scalable for all projects,
4. Design the PDMSG Process to provide the documentation for
delivery method approval,
5. Clearly identify all levels of approval or endorsement in the
process.
PDMSG Background
• Current Selection Process
– Design-Bid-Build is automatic unless an
Alternative Delivery Method is pursued
– Design-Build approval is required from
WSDOT Chief Engineer
– General Contractor/Construction Manager
approval is required through CPARB
PDMSG Background
• New Selection Process
– All projects will be evaluated for the optimal
Project Delivery Method (PDM),
– The PDMSG evaluates three methods,
• Design-Bid-Build,
• Design-Build,
• General Contractor/Construction Manager,
– The selected PDM will be endorsed and/or
approved through the Regions and HQ.
PDMSG Outline
• Project Delivery Selection Matrix from University
of Colorado, Boulder and CDOT was used as a
foundation - data and some forms retained
• WSDOT PDMSG was tailored to WSDOT Policy
and Values
• All projects are evaluated in two steps
• The Probable PDM is determined during
Scoping of the project
• The Final PDM is determined by the Design
PEO by validating, updating or revising the
Probable PDM
PDMSG Outline
• A Selection Checklist is used to quickly screen out
projects that are obvious Design-Bid-Build or have a
easily determined PDM,
• A Selection Matrix (if needed as a second step) is used
to determine the Probable PDM and validate/revise it to
determine the Final PDM,
• The work to determine the Probable PDM and the Final
PDM are scalable to the size and complexity of the
projects,
• The timing and requirements for different levels of work
are integrated with the existing project development
process.
Determining Probable PDM
Project Size
Required Process
Project less than $10 Million
Complete Part 1 of Selection Checklist
Projects less than $25 Million or
Complete Part 1 and 2 of Selection
if Part 1 of Checklist does not
Checklist
determine a Probable PDM
Projects greater than or equal to
$25 Million or if Part 2 of the
Checklist does not determine a
Probable PDM
Complete Selection Matrix
Determining Final PDM
Project Size
Required Process
Project less than $10 Million
Validate/Revise Part 1 of Selection
Checklist
Projects less than $25 Million or if
Validate/Revise or Complete Part 1
Validation/Revision of Part 1 of Checklist does not and 2 of Selection Checklist
determine a Final PDM
Projects greater than or equal to $25 Million or if
Validate/Revise or Complete
Validation/Revision of Part 2 of the Checklist does Selection Matrix
not determine a Final PDM
Projects greater than or equal to $100 Million or if
Complete Selection Matrix
Validation/Revision of the Selection Matrix does
Workshop
not determine a Final PDM
PDMSG Timing
Probable PDM Process
Probable PDM Endorsement
Final PDM Determination Validation/Revision Process
Final PDM Determination –
Selection Workshop Process
Final PDM Approval
PDMSG Status
• “White Paper” on other DOT/Agency project delivery
selection guidance Completed
• PDMSG Team Formed
– HQ Construction, HQ Design, Program Management , OR and NWR
• Draft PDMSG Documents Developed
– Selection Checklist
– Selection Matrix
– Processes including flowcharts
– Endorsement/Approval Processes
– Preliminary User Guidance and Tools
PDMSG Next Steps
• Expand guidance document
• Review PDMSG with WSDOT/AGC/ACEC DB
Committee
• Test “Beta” guidance, tools and processes with
an independent WSDOT group
• Refine document from test group input
• Review PDMSG through Executive
• Create user friendly platform for delivery to users
• Develop Training and Implementation Plan
• Implement
Questions?
Jeff Carpenter
Director, Construction Division
CARPENJ@wsdot.wa.gov
360.705.7821 (x7821)