When you need it
Prepare before choosing the project's delivery and contracting approach. Revisit it if design maturity, owner capability or supplier-market conditions change enough to affect the proposed distribution of responsibilities and risk.
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AI tools and documents for engineering and project management.
Project Delivery Model Appraisal
Compare delivery and contracting arrangements against the owner's capability, design maturity and risk allocation.
How to use this templateThis Word template contains prepared headings, tables, project fields and completion notes. Add your information, review the completed document and remove the notes before issue.
The form prepares a separate brief; it does not fill the Word or Excel file.
Read product descriptions in your language. The Word and Excel template files are in English.
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Learning
How to use this template
What it helps you decide
The appraisal tests whether a delivery arrangement fits the owner's actual capabilities and information maturity. It exposes retained interfaces and selection conditions rather than assuming a contract label transfers every management burden.
How to complete it
- Assess Owner readiness using real design-management, procurement and administration capacity. Describe the scope uncertainty that each candidate Delivery option would need to manage.
- Compare Design responsibility, Pricing basis and Interface exposure against Market evidence. Identify the Owner capability need that remains even when major activities are outsourced.
- Document Selection conditions and Decision rationale, including required market testing and legal review. Retain a defensible fallback if the preferred route's prerequisites cannot be met.
Who prepares and reviews it
The project director coordinates engineering, procurement, commercial and operational contributors. Legal advisers review implications of proposed risk allocation; the owner’s authorized governance body selects the approach after considering capability and market evidence.
A mistake to avoid
Choosing a delivery model solely for apparent price certainty can conceal immature scope and owner decisions that remain unresolved regardless of the selected contract form.
Illustrative example
Illustrative example: an owner considers a single integrated contractor for an industrial extension while process requirements remain unsettled. The appraisal identifies unresolved owner decisions and market qualifications. Management then decides whether to mature the design first or accept a route with explicitly managed uncertainty.
Document contents
- Document control and decision owner
- Evidence, scope and applicability
- Owner readiness
- Arrangement comparison
- Risk and incentive alignment
- Selection conditions
- Open points, competent review and decision
- Project records
- Preparation, review and approval
Required inputs
- Project / asset identity, assessment date, scope and authorized decision owner
- Verified source documents with exact revision and record locators
- Owner capability and decision constraints
- Design maturity and scope uncertainty
- Market capacity evidence
- Candidate contracting arrangements and risk preferences
Practical tools.
Professional judgment.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
Prepare project brief