Step 1: Data Gathering
Selecting the most appropriate delivery model for the project requires a sound understanding of the context. Gather necessary data and ensure it is reflected in the procurement strategy. Much of the necessary data can be derived from information used in preparation of the business case. The procurement strategy should refer to or outline all relevant data from which the delivery model decision is made. For example, consider -
• Project Objectives - What are the objectives of the project?
• The Requirement - What are the core services or requirements to be delivered? Are there any associated post-construction services that could be delivered by the private sector? If applicable, how are post-construction services currently provided: in-house or outsourced?
• Project Risks - Consider the risks and strategies outlined in the risk management plan. The risk management process is usually run in parallel with project management and procurement processes. The risk management plan will have identified project-specific risks. This information can be used to highlight specific risks that might be better managed by the public or private sector or through a particular delivery model.
• Project Characteristics - The project management plan outlines the specific characteristics of the project or business (timelines, design readiness, stakeholder issues). What size is the project likely to be (in cost terms)? What is unique about the project? What features of the project make it different from other projects in the department (e.g. specialist nature of the service offering)?
• Agency Capability - What skills and resources are available and/or required for delivery of the project?
• Market Analysis - What market characteristics might affect the delivery model decision?