Create and Manage Project Delivery Methods

Background

The process below describes how to manage the list of project delivery methods.

Process

1) Click Settings

2) Under Projects click Delivery Methods,

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3) Check the Delivery Method doesn’t exist by filtering grid on either code or title.

4) Add, edit, delete delivery methods using the icon buttons identified below.

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5) Fill in the delivery method form for Code, Title and Description

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Pre-Requisite Requirements

Security Access

Licensing – users are to be licensed for the ORG module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing

Roles – users are to be assigned a user role for accessing the Billing Classification menu item. This can be found under Settings – System Security then click Assign User Roles . For more info see Knowledge Base Article -> Assign User Roles

Delivery Methods do not require any other pages pre-populated with data prior to their use.

Additional Information

Field Explanation

Field	Example Input	Characters	Field Restrictions
Code	EPCM	Min 1 Max 50	Mandatory Alpha, Numeric and special characters allowed. No Duplicates Allowed.
Title	Engineer, Procure, Construct & Manage	Min 2 Max 200	Mandatory Alpha, Numeric and special characters allowed. No Duplicates Allowed.
Description	“Engineering, Procurement, Construction and Manage” (EPCM) is a particular form of contracting arrangement used in some industries where the EPCM Contractor is made responsible for all the activities from including the management of the design, procurement, construction, to commissioning and handover of the project to the End-User or Owner.	Min 2 Max 500	Non Mandatory Alpha, Numeric and special characters allowed.

Field

Example Input

Characters

Field Restrictions

Code

EPCM

Min 1 Max 50

Mandatory

Alpha, Numeric and special characters allowed.

No Duplicates Allowed.

Title

Engineer, Procure, Construct & Manage

Min 2 Max 200

Mandatory

Alpha, Numeric and special characters allowed.

No Duplicates Allowed.

Description

“Engineering, Procurement, Construction and Manage” (EPCM) is a particular form of contracting arrangement used in some industries where the EPCM Contractor is made responsible for all the activities from including the management of the design, procurement, construction, to commissioning and handover of the project to the End-User or Owner.

Min 2 Max 500

Non Mandatory

Alpha, Numeric and special characters allowed.

Sample Data – Version 1

Code	Title	Description
MC	Managing Contractor	Normally used for the construction of large complex buildings, this relationship-style delivery model, based on collaborative principles, involves a head contractor being engaged as the ‘managing contractor’ to manage the development of the design, coordinate production of construction documentation, enter into contracts and manage the delivery of the works on behalf of the project owner. The managing contractor usually provides advisory and management services, cr
DC	Design and Construct	Under this delivery model, a contractor is engaged to both design and construct the project works, based on a design brief supplied by the project owner. The contractor either uses in-house design resources to prepare the design or bids as part of a consortium that includes external designers.
DCM	Design, Construct and Maintain	Structured as per a standard D&C arrangement except that the contractor is also responsible for post-construction maintenance of the asset for a designated time period – commonly at least 10 years – at agreed prices.
DCO	Design, Construct and Operate	Structured as per a standard D&C arrangement except that the contractor is also responsible for post-construction operation of the asset for a designated time period – commonly at least 10 years – at agreed prices.
DCMO	Design, Construct, Maintain and Operate	Structured as per a standard D&C arrangement except that the contractor is also responsible for post-construction maintenance and operation of the asset for a designated time period – commonly at least 10 years – at agreed prices.
DO	Design Only	Under this delivery model, a contractor is engaged to design the project works, based on a design brief supplied by the project owner. The contractor either uses in-house design resources to prepare the design or bids as part of a consortium that includes external designers.
DM	Direct Managed	This delivery model involves the project owner directly managing the full delivery of the project works. Under this model, the project owner typically: undertakes and coordinates some of the design activities; is responsible for all preliminaries (e.g. crane hire, site sheds and supervision services) and project management (e.g. scheduling, coordinating, liaising, monitoring and reporting); Prepares the trade packages, conducts the tenders and selects and pa
ECI	Early Contractor Involvement	ECI is a two-stage relationship-style delivery model generally structured to resemble a project alliance model during the first stage of the contractual arrangement and a D&C model during the second.
EPC	Engineer Procure & Construct	“Engineering, Procurement, and Construction” (EPC) is a particular form of contracting arrangement used in some industries where the EPC Contractor is made responsible for all the activities from design, procurement, construction, to commissioning and handover of the project to the End-User or Owner.
EPCM	Engineer, Procure, Construct & Manage	“Engineering, Procurement, Construction and Manage” (EPCM) is a particular form of contracting arrangement used in some industries where the EPCM Contractor is made responsible for all the activities from including the management of the design, procurement, construction, to commissioning and handover of the project to the End-User or Owner.
PPP	Public Private Partnership	A long-term contract between a private party and a government entity, for providing a public asset or service, in which the private party bears significant risk and management responsibility, and remuneration is linked to performance.
ALL	Alliance	This is a true relationship-style arrangement that brings together the project owner and one or more non-owner participants or ‘NOPs’ to work collaboratively to deliver the project, sharing project risks and rewards. It is often used for highly complex projects with uncertain risk profiles that would be difficult to effectively scope, price and deliver under a more traditional delivery model.
CM	Construction Management	Normally used for the construction of buildings, this model involves the project owner engaging the designer and trade contractors directly, whilst also engaging a construction manager to act as its agent and manage the delivery of the construction works on its behalf. The construction manager usually either receives a time-based fee, or is paid a percentage of the cost of the works.
CM	Construction Management	Normally used for the construction of buildings, this model involves the project owner engaging the designer and trade contractors directly, whilst also engaging a construction manager to act as its agent and manage the delivery of the construction works on its behalf. The construction manager usually either receives a time-based fee, or is paid a percentage of the cost of the works.
CO	Construct Only	Under this model, the design and construction stages are undertaken completely separately, with the project owner preparing the design either in-house or using consultant resources, and a contractor subsequently being engaged to construct the works in line with an agreed program, pre-existing design and other project documentation. This type of model is typically used for both ‘minor works’ and straightforward ‘major works’ projects.
NDC	Novated Design and Construct	The project owner’s designer is novated to the D&C contractor.