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Building Procurement 3rd edition [Minkštas viršelis]

, (College of Estate Management), (Professor of Construction Procurement and Director of Postgraduate Studies for the Faculty of Construction & the Environment)
  • Formatas: Paperback / softback, 416 pages, aukštis x plotis x storis: 244x170x23 mm, weight: 709 g
  • Išleidimo metai: 25-Mar-2021
  • Leidėjas: Wiley-Blackwell
  • ISBN-10: 1119609496
  • ISBN-13: 9781119609490
Kitos knygos pagal šią temą:
  • Formatas: Paperback / softback, 416 pages, aukštis x plotis x storis: 244x170x23 mm, weight: 709 g
  • Išleidimo metai: 25-Mar-2021
  • Leidėjas: Wiley-Blackwell
  • ISBN-10: 1119609496
  • ISBN-13: 9781119609490
Kitos knygos pagal šią temą:
As an industrial process, construction is unique. The procurement processes used to achieve the successful completion of built assets requires a different approach to that adopted in most other industries, due to the design of buildings being bespoke and the sites being geographically varied. The procurement process is central to the success of any construction project and many of the problems which impact construction projects can be traced back to the procurement phase, so a good understanding of the methods of procurement, the development of a procurement strategy and the influence it has on project success is essential for all those working in the industry.

Much has changed in the global construction industry since publication of the second edition ofBuilding Procurement,for example the increase in debt burden of many major economies, widespread adoption of Building Information Modelling (BIM) Technology in the industry and the United Kingdom's exit from the European Union. This new edition has been rewritten to take account of these significant developments, but at its core it continues to provide a critical examination and review of current procurement practices in the UK, continental Europe (including EU procurement procedures), China, Middle East and Sub-Saharan Africa and the USA. It retains its original strong emphasis on the need for clients to establish achievable objectives which reflect the project business case and focuses on development of suitable strategies and management structures to meet those objectives in the current construction climate.

Building Procurement will be essential reading for senior undergraduate and postgraduate students of construction management and practitioners working in all areas of construction management.
Preface to the Third Edition xvii
1 Introduction 1(6)
References
5(2)
2 Procurement Strategy: A Literature Review 7(42)
Introduction and Early History
7(1)
Procurement Route Selection Models
8(1)
Towards a Broader View
9(2)
Defining Project Success
11(1)
Team Relationships, Supply Chain Management and Communication and Their Effect on Project Performance
12(1)
Teamwork and Team Performance
12(2)
Partnering: Introduction and Early Development
14(1)
Partnering: A Critical Review
14(3)
Partnering Variants
17(1)
Partnering Dissected
17(1)
Procurement and Multicultural Teams
18(1)
Supply Chain Management
19(1)
The Role of the Client in the Procurement Process
20(1)
The Interrelationship Between the Components of the Overall Procurement Approach: Strategic Procurement Management
21(1)
Legal and Contractual Issues, Including Public Sector Procurement Legislation, and Their Effect on Project Performance
22(2)
International Procurement Comparisons and the Impact of Cultural Differences
24(2)
Risk Allocation and Reward
26(1)
Bid Evaluation Techniques
27(2)
Environmental and Sustainability Issues and the Procurement of Construction Work
29(2)
Sustainable Procurement for Construction Projects
31(1)
Conclusion
32(1)
References
33(16)
3 Principles of Strategic Procurement 49(16)
Introduction
49(3)
Procurement: A Review of Theory and Practice
52(2)
A Strategic Approach to Procurement
54(1)
Components of the Procurement Process
54(1)
Functional Needs Analysis
55(1)
Development of an Overall Procurement Philosophy
55(2)
Components of a Collaborative Relationship
57(2)
Detailed Design of the Procurement Approach
59(1)
Formalisation of Contractual Relationships
59(1)
Selection of the Most Appropriate Partners
60(1)
Implementation
61(1)
Collaborative Procurement in the Public Sector
61(1)
Conclusion
62(1)
References
63(2)
4 Public Sector Projects 65(12)
Introduction: Why Should Public Sector Projects Be Different?
65(1)
What Constitutes the Public Sector?
66(1)
Central Government
67(1)
Government and the Construction Industry
68(2)
Building Information Modelling
70(1)
Responsible Agencies
70(1)
The Gateway Process
70(2)
Local Government and Other Bodies Governed by Public Law
72(1)
Best Value
73(1)
The Public Contracts Regulations 2015
74(1)
References
74(3)
5 Project Initiation 77(12)
Introduction
77(1)
Strategic Fit
78(1)
Payback
79(3)
Assessment of Options
82(1)
Achievability
83(1)
Affordability
83(1)
Defining the Project
84(1)
Prioritisation of Objectives
84(2)
Conclusion
86(1)
References
87(2)
6 Briefing and the Design Process 89(22)
Introduction
89(1)
Project Briefing: An Overview
89(2)
Types of Construction Client
91(2)
Questions to Determine the Type of Client
93(1)
Time
93(1)
Cost
93(1)
Quality
94(1)
Likelihood of Post-Contract Client Changes
94(1)
Degree of Accountability Required
94(1)
Project Complexity
94(1)
The Briefing Process
94(1)
Briefing: A Historical Perspective
95(1)
Different Briefing Approaches
96(1)
The Generic Types of Brief
97(1)
Developing the Strategic Brief
98(1)
Developing the Project Brief
99(1)
The Project Execution Plan
100(1)
What Issues Does the PEP Need to Address?
101(1)
When Should It Be Prepared?
102(1)
Who Prepares the PEP?
103(1)
How Is the PEP Prepared?
103(1)
Project Briefing: The Case of Hospitals
104(1)
Critical Factors for Success in the Briefing Process
105(2)
References
107(4)
7 Procurement Strategies and Procurement Routes 111(38)
Introduction
111(6)
Procurement Strategy
117(3)
Developing a Procurement Strategy
120(1)
Procurement Routes
121(1)
Factors to Be Considered in Selecting a Procurement Route
122(1)
Factors Outside the Control of the Project Team
123(1)
Client Resources
123(1)
Project Characteristics
123(1)
Ability to Make Changes
123(1)
Risk Management
124(1)
Cost Issues
124(1)
Project Timing
124(1)
Construction Times
125(1)
Performance
126(1)
Selection of a Procurement Route
126(4)
Procurement Routes: A Review
130(1)
Traditional (Design-Bid-Build)
130(3)
Design and Build
133(5)
Measurement (Remeasurement or Measure and Value)
138(1)
Construction Management
139(2)
Management Contracting
141(1)
Design and Manage
142(1)
New Models of Construction Procurement
143(1)
Cost Led Procurement
143(1)
Two Stage Open Book
144(1)
Integrated Project Insurance
145(1)
Adoption of the New Models of Construction Procurement in the Industry
145(1)
References
146(3)
8 Project Team Selection 149(14)
Introduction
149(2)
The Selection Process
151(1)
Prequalification
151(3)
Production of the Tender List
154(1)
Tender Evaluation
154(1)
Price
155(1)
Technical Evaluation
155(1)
Commercial Evaluation
155(1)
Interview
155(1)
Award of the Contract
156(1)
Selecting a Consultant
156(3)
Selecting a Contractor
159(1)
Early Contractor Involvement
160(1)
References
160(3)
9 Managing the Procurement Process 163(28)
Introduction
163(1)
The Project Manager
164(2)
First Tasks of the Project Manager
166(1)
Developing the Project Execution Plan
166(1)
Identifying the Project Team
167(1)
Implementing the Procurement Strategy
167(1)
Project Resources
167(1)
Financial Resources
167(1)
Human Resources
168(1)
Physical Resources
168(1)
Temporary Organisational Structure
169(1)
Contractual Arrangements
169(1)
Systems and Controls
170(1)
Time Management
170(2)
Design Management
172(1)
Design Risk
173(1)
Cost Management
174(3)
Quality Control
177(1)
Change Control
178(1)
Commissioning
179(1)
Occupation and Take-over
179(1)
Building Information Modelling
180(3)
The Construction Act
183(1)
Social Value in Construction Procurement
184(2)
Health, Safety and Wellbeing
186(1)
Conclusion
187(1)
References
187(4)
10 The Value of Design 191(12)
Introduction
191(1)
Considering Value in the Business Context
192(1)
The Value of Good Design
193(3)
Managing Value
196(1)
Value Management
196(2)
Value Management Workshops
198(1)
The Benefits of Value Management
199(1)
Value Engineering
200(1)
Application of Value Engineering in the Construction Industry
200(1)
Value Engineering Workshops
201(1)
References
201(2)
11 Risk Management 203(18)
Introduction
203(1)
Risk and Uncertainty
204(1)
Types of Risk
205(1)
Risk Management Strategies
205(1)
Identifying Risk
206(1)
Assumption Analysis
206(1)
Checklists
207(1)
Brainstorming
207(1)
Delphi Technique
207(2)
Cause and Effect of Risk
209(1)
Other Risk Identification Techniques
209(1)
Examples of Risks
209(1)
Analysing Risk
210(1)
Qualitative Assessment
211(1)
Quantitative Assessment
211(1)
Sensitivity Analysis
212(1)
Probability Analysis
213(1)
Decision Trees
214(2)
Choosing a Risk Management Strategy
216(1)
Risk Management Strategies
216(1)
Risk Avoidance
216(1)
Risk Reduction
216(1)
Risk Transfer
216(1)
Risk Sharing
217(1)
Risk Retention
217(1)
Risk Allocation
217(1)
The Empty Chair Theory
218(1)
Monitoring and Controlling Risk
219(1)
References
220(1)
Further Reading
220(1)
12 Partnering Culture and the Management of Relationships 221(30)
Introduction
221(1)
The Latham Review and Subsequent Developments
221(1)
The Rise of Collaborative Approaches to Procurement
222(1)
Collaborative Approaches to Construction Work
223(1)
Contractual Approaches to Collaboration
224(1)
The Joint Contracts Tribunal Forms of Contract Including the Standard Form of Building Contract
224(1)
The New Engineering Contract Engineering and Construction Contract Edition 3
224(1)
The Association of Consultant Architects Project Partnering Contract
225(1)
Perform2l Public Sector Partnering Contract
225(1)
Target Cost Contracts
226(1)
What Advantages Does Partnering Bring?
227(1)
Managing a Successful Partnering Arrangement
227(1)
The Role of the Workshop Facilitator
228(1)
Facilitation Guidelines
229(1)
Agenda
229(1)
Structure and Climate
229(1)
Regular Summaries
229(1)
Control of Phases
229(1)
Gatekeeping
229(1)
Team Composition
229(1)
Managing Relationships
230(1)
Why Is Relationship Management Important?
230(1)
Establishing the 'Cultural Fit'
231(1)
What Is Culture?
232(1)
Understanding Culture
232(1)
Achieving Cultural Fit
233(1)
Mutual Objectives
234(1)
Team Development
235(2)
The Nature of Trust
237(1)
Maintenance of the Relationship
238(2)
The Project Supply Chain
240(1)
The Holistic Approach
241(1)
The Bicameral Approach
241(1)
The Unilateral Approach
242(1)
The Collaborative Approach
242(1)
A Case Study: Procurement of a Long-Term Multi-Project Alliance - Sheffield Hallam University
243(1)
Introduction
243(1)
The Campus Development Plan
243(1)
Procurement
244(1)
The Stradia Brief
245(1)
The Contractual Relationship
246(1)
Organisation and Management
246(1)
The Contractor Selection Process
247(1)
The Written Submission
247(1)
The Financial Submission - Tender Cost Models
247(1)
Behavioural Assessment
248(1)
Insurances
248(1)
Selection of the Consultancy Group
248(1)
Conclusion
249(1)
Acknowledgements
249(1)
References
249(2)
13 Privately Financed Public Sector Projects 251(32)
Introduction
251(1)
Historical Development
251(3)
Modern Models for Privatisation
254(1)
Outright Privatisation
254(1)
Participative Privately Financed Techniques
255(1)
Corporatisation and the Use of Semi-Private (Mixed) Companies
256(1)
Publicly Owned Corporations
256(1)
Semi-Public Corporations
257(1)
Management Contracts
257(1)
The Leasing or Build-Lease-Transfer Model
258(1)
Pre-Financing
259(1)
Mixed Models
259(1)
Concession-Based Methods
260(1)
Build-Operate-Transfer
260(1)
Build-Own-Operate-Transfer
261(1)
Build-Transfer-Operate and Build-Transfer-Service-Maintain
262(1)
Build-Own-Operate
262(1)
Lease-Renovate-Operate-Transfer
262(1)
Design-Build-Finance-Operate
263(1)
Design-Construct-Manage-Finance and Design-Build-Finance-Operate-Manage
263(1)
Public Private Partnerships
264(1)
The Private Finance Initiative
264(1)
Genesis
264(1)
Problems
265(1)
Understanding the Rules
266(1)
High Bidding Costs
266(1)
Risk
266(1)
Refinancing
267(1)
Value for Money
268(2)
Design
270(1)
The Relationship Between PFI Client and Contractor
270(3)
Small Projects
273(1)
Concession Agreements
273(4)
Current Developments
277(2)
Conclusion
279(1)
References
279(4)
14 Construction Procurement: Europe 283(32)
Introduction and Background
283(2)
The Development of the Professions
285(1)
Europe
286(1)
The European Union
286(1)
European Procurement Practice
287(1)
The French System
287(1)
The Architect
288(1)
Contractors
288(1)
The Client
288(1)
Contractual Approaches
289(3)
Tender Documentation
292(1)
Contracts
292(2)
Contemporary Developments
294(1)
The Northern European Approach
294(2)
The Mediterranean Approach
296(1)
Greece
297(1)
Italy
297(1)
Spain and Portugal
298(1)
Procurement Rules: European Union Principles and Procedures
299(1)
Non-discrimination and Transparency: The Role of the EU
299(1)
EU Directives
300(1)
The Supplies Directive and Amendments
301(1)
The Works Directive and Amendments
301(1)
The Utilities Directive and the Utilities Remedies Directive
302(1)
The Services Directive
302(1)
The Public Sector Directive
303(1)
Tendering
303(1)
Value Thresholds
304(1)
Tendering Procedures
305(1)
Open Tendering
305(1)
Restricted Tendering
305(1)
Negotiated Tendering
305(1)
Competitive Dialogue
306(1)
Framework Agreements
307(1)
Electronic Auctions
308(1)
Sustainability and Environmental Issues
309(1)
Specifying Sustainability Requirements and the Selection of Tenderers
310(1)
Sheltered Workshops
310(1)
Use of Variant Bids
310(1)
Use of Contract Award Criteria
310(1)
Timescales
310(1)
Award Procedures
311(2)
The Remedies Directive
313(1)
Enforcement of EU Directives
313(1)
References
314(1)
15 Construction Procurement: USA, the Middle East, Africa, and China 315(20)
Introduction and Background
315(1)
Construction Procurement in the USA
316(1)
Introduction
316(1)
Procurement Routes
316(1)
Design-Bid-Build
317(1)
Design-Build Process
317(1)
Construction Management
318(1)
Construction Management at Risk
318(1)
Job Order Contracting
319(1)
Time and Materials Contracting
319(1)
Best Value Selection
319(1)
Summary
320(1)
The Middle East
320(2)
Construction Procurement in Sub-Saharan Africa
322(1)
Introduction
322(1)
Procurement Approaches
323(2)
Public Private Partnerships
325(2)
The Influence of Chinese Investment on Procurement in SSA
327(1)
The People's Republic of China and the Hong Kong Special Administrative Region
328(1)
The Chinese Construction Industry
329(1)
The 'External' Construction Industry
329(1)
The Indigenous Construction Industry
330(1)
The Construction Professions
330(1)
Opportunities for Western Companies
331(1)
References
332(3)
16 Procurement of Work to Heritage Buildings 335(48)
Introduction
335(1)
The Heritage Challenge
336(1)
Procurement: The Heritage Context
337(4)
The Value of Built Heritage
341(2)
The Importance of Cultural Significance
343(2)
Statutory Protection for Heritage Buildings
345(1)
Listed Buildings
345(1)
Conservation Areas
346(1)
Scheduled Monuments
346(1)
World Heritage Sites
347(1)
Managing Change in the Historic Environment
347(1)
Planning for Conservation
347(1)
Conservation Plans
347(1)
Conservation Statements
348(1)
Asset Management Plans
348(1)
Heritage Impact Assessments
348(1)
The Planning Process
349(1)
The Role of the Conservation Advisor
349(1)
Procurement Processes and Procedures
350(1)
The Investigation Contract
351(1)
A Case Study in the Procurement of Work to Historic Buildings: The Derby Roundhouse
351(2)
The Existing Buildings: Historical Background
353(5)
The Genesis of the Project
358(1)
The Final Scheme
359(4)
Site Surveys and Pre-tender Investigations
363(1)
The Tender Process
364(1)
The Partnering Process
365(1)
Post-contract Processes
366(1)
Practical Issues on Site
366(1)
Repairs to Historic Structures
366(1)
Integration of Building Services
367(1)
Project Timeframe, Costs, and Team
367(1)
A Case Study in the Procurement of Work to Historic Buildings: The Belton House Stables Project
368(1)
The Existing Buildings: Historical Background
368(1)
The Stables Building
369(1)
The Stables Scheme
370(2)
Feasibility Studies and Project Design
372(2)
Site Surveys and Pre-tender Investigations
374(1)
Procurement Approach
375(1)
Post-contract Processes
375(1)
Practical Issues on Site and Variations
376(1)
Programme and Cost
377(1)
Summary
378(1)
Acknowledgements
379(1)
References
379(4)
17 Summary 383(4)
References
386(1)
A Procurement Route Selection Checklists 387(4)
Checklist 1: Time
387(1)
Checklist 2: Design
388(1)
Checklist 3: Cost
388(1)
Analysis
389(2)
Index 391
ABOUT THE AUTHORS

Roy Morledge is Professor Emeritus of Construction Procurement, Nottingham Trent University.

Adrian Smith is a Senior Consultant in Procurement and Project Management at Stradia Ltd, Sheffield and former Visiting Professor at Nottingham Trent University. Adrian is also a Tutor at the College of Estate Management, Reading.

Samuel Appiah is a Director at Stanwell Consulting Ltd and Principal Consultant at HLN Ltd. He is also a Part-time Tutor at Nottingham Trent University.