PHASE I Task 1. Conduct a literature review. The literature review should focus on the cost and schedule performance of alternative project delivery projects at state DOTs and other transportation agencies, with consideration of project type, size, and complexity. The reasons for cost and schedule growth should be documented, and legislative and other related reports should be considered. Task 2. Develop a stakeholder outreach plan. The outreach should include state DOT and other transportation agencies that commonly use APDMs and can provide lessons learned on cost and schedule performance. Submit a technical memorandum containing the literature review and draft outreach plan. NCHRP approval is required before work on subsequent tasks begins. Task 3. Conduct stakeholder outreach. Identify stakeholders interested in participating in a second-round stakeholder outreach in Phase II. Task 4. Prepare an annotated outline for the draft guide. At minimum, the guide should provide: A glossary of project delivery-related terms that aligns with previous Transportation Research Board publications Data and other visualization aids (e.g., charts and tables) for past performance of alternate delivery projects Effect of each APDM on cost and schedule growth Effect of project work type, size, complexity, and selection method (e.g., best value, low-bid, qualification-based) on cost and schedule growth Issues or risks that have led to unanticipated cost and schedule growth Lessons learned on cost and schedule growth drivers Case studies on agencies with APDM programs of varying sizes and complexities Benefits of each APDM for reduction of project cost and/or time Mitigation plans and/or strategies that have reduced risk, cost, or time Task 5. Prepare Interim Report No. 1 that documents Tasks 1 through 4 and includes potential participation from stakeholders in Phase II. The report shall provide an updated and refined work plan for Phase II. Note: Following a 1-month review of Interim Report No. 1 by the NCHRP, the research team will be expected to meet with the project panel in person to discuss the interim report. Work on Phase II of the project will not begin until authorized by the NCHRP. PHASE II Task 6. Develop a draft guide according to the approved Interim Report No. 1. The draft guide should be submitted at least 6 months before the subaward end date. NCHRP approval of the draft guide is required before work on subsequent tasks may begin. Task 7. Conduct second-round stakeholder outreach. After NCHRP approval of the draft guide, conduct a workshop, focus groups, or similar outreach to obtain feedback from stakeholders and revise the draft guide and outreach materials. The stakeholder outreach should include at least 12 participants besides the project panel and research team. Task 8. Prepare the final deliverables. The deliverables shall include (1) the guide, (2) a conduct of research report summarizing the entire research effort, (3) an implementation plan for state DOTs (see Special Note J), and (4) the second-round outreach materials with a slide summary introducing the guide. Note: Following receipt of the preliminary draft final deliverables, the remaining 3 months shall be for NCHRP review and comment and for research agency preparation of the revised final deliverables.
