Task descriptions are intended to provide a framework for conducting the research. The NCHRP is seeking the insights of proposers on how best to achieve the research objective. Proposers are expected to describe research plans that can realistically be accomplished within the constraints of available funds and contract time. Proposals must present the proposers' current thinking in sufficient detail to demonstrate their understanding of the issues and the soundness of their approach to meeting the research objective. PHASE I—Planning and Initial Outreach Task 1. Conduct a literature review focusing on selection criteria and performance metrics that state DOTs might consider when considering the use of best-value procurement. Task 2. Building on Task 1, conduct a statistical analysis of a sample of projects that utilized best-value procurement to validate effective practices and identify remaining gaps. The sample of projects should have the following data points available to inform the analysis: General project information (e.g., scope, budget, delivery method), Composition of evaluation teams, Award algorithm and evaluation criteria, Performance metrics utilized, Variations in forecasted and actual costs, Variables such as change orders, and Performance incentives offered to the proposers (e.g., stipend amounts). The data points may be different for each alternative delivery approach analyzed (e.g., DBB, D-B, CM/GC, PDB, PPP, and any other relevant approaches). Proposers are encouraged to reach out to practitioners to gather innovative practices and examples. Task 3. Prepare the following materials to achieve the research objective: A stakeholder outreach plan, including a preliminary list of potential participants. Desired information to gather from participants could include definitions and characteristics of successful project outcomes and considerations of maintenance in the best-value procurement process. An annotated outline of a guide detailing current practices and innovative methods to incorporate performance metrics in best-value procurement practices, addressing the variety of alternative procurement methods. A description of the proposed examples with a candidate list that highlights notable practices and encompasses a range of project characteristics (e.g., size, budget, complexity) across the project life cycle. The examples may include projects from state DOTs or other units of government. An annotated outline of an executive-level summary of findings and recommendations for alternative delivery program managers and state DOT decision-makers.
