Project Collaboration Best Practices Guide

AIA-MBA Joint Committee Collaboration Discussion

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Integrated Design Strategies

Benefits of Collaboration / Establishing Culture

Optimizing the Team

Why is Collaboration Important in Construction?

Team Selection Strategies

Enhancing Collaboration through Technology

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Agenda

The AIA/MBA Joint Committee

Strategies for Owners

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Resources9

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The AIA-MBA Joint CommitteePromoting Collaboration

AIA Pittsburgh

Advancing the value of Architects & Architecture for Over 150 Years!

How does AIA Pittsburgh do it?

The AIA-MBA Joint Committee Promoting Collaboration

AIA Pittsburgh• Engage Young & Emerging Professionals• Constantly Improve Member

Communications• Promote Value of Architects to Region• Advocacy• Educational & Networking Events

The AIA-MBA Joint CommitteePromoting Collaboration

Master Builders’ Association of Western PA

The VOICE of Construction in Western PA:

• 200-plus Members• 80% of Commercial Construction Marketshare• 90% of LEED Certified SF• MBA firms average 41 Years in Business

Master Builders’ Association of Western PA• Founded in 1886 – Proud Legacy• Labor Relations• Safety Management• Advocacy• Educational & Networking Events• Professional Development

The AIA-MBA Joint CommitteePromoting Collaboration

The AIA-MBA Joint CommitteePromoting Collaboration

Chartered in 1965, the AIA-MBA Joint Committee provides a unique forum for Architects, General Contractors and Owners to meet and discuss existing conditions of the construction industry.

As a result of this forum, a set of guidelines was created to reflect the best practices for procedures involving drawings and specifications, bidding, contract documents and administrative procedures during construction.

The AIA-MBA Joint CommitteePromoting Collaboration

AIA-MBA Joint Committee

• Architects – General Contractors - Owners• MISSION: Maintain Best Practices• Eight Business Meetings a Year• Four Construction Owner Roundtables• James Kling Fellowship Award

The AIA-MBA Joint Committee Promoting Collaboration

Joint Committee Current Initiatives

• Building Envelope Section• Design/Assist Recommendation• Construction Advisor Resource Center• Project Collaboration Best Practices Guide

The AIA-MBA Joint CommitteePromoting Collaboration

• Fragmentation in traditional delivery systems causes poor performance

Project Collaboration Best Practices Guide Why is collaboration important in construction?

‘Ours is the only trillion dollar industry in the history of the world in which misguided owners demand processes that increase cost and reduce quality.’

The Owner’s Dilemma, 2010Barbara White Bryson with Canan Yetmen

Project Collaboration Best Practices GuideWhy is collaboration important in construction?

• Complexity of Projects• Environmental Sustainability• Information Management

Project Collaboration Best Practices Guide Why is collaboration important in construction?

• The Traditional Fragmented Process

Project Collaboration Best Practices Guide Benefits of Collaboration / Establishing Culture

Design Construction

• Boundaries are Beginning to Blur

Project Collaboration Best Practices GuideBenefits of Collaboration / Establishing Culture

Design Construction

COLLABORATION

• No “Pure” (or Perfect) Delivery Systems

Project Collaboration Best Practices Guide Benefits of Collaboration / Establishing Culture

Design Construction

Design/Bid/Build

“IPD”

CM Advisor

CM at Risk

Design/Build

• Key Principles of Integration/Collaboration

Project Collaboration Best Practices GuideBenefits of Collaboration / Establishing Culture

Behavioral

• Mutual Trust & Respect

• Open Communication

• Willingness to Collaborate

• Collaborative Innovation

• Collaborative Decision Making

Organizational

• Strong Leadership• Jointly Developed

Goals• Appropriate

Technology (BIM) & Other Tools

• Intensified Planning• Co-Location

Contractual

• Mutual Risk and Reward

• Financial Incentives Tied to Goals

• Early Key Participant Involvement

• Multi-Party Contracts• Liability Waivers• Fiscal Transparency

• All Else Fails Without Trust

Project Collaboration Best Practices GuideBenefits of Collaboration / Establishing Culture

Project Collaboration Best Practices GuideTeam Selection Strategies

Setting up the Project for Success: A Good Foundation:

• The key to meeting the program goals and vision on any project is successfully

choosing the right team as early as possible.

• AEC firms have their own expertise, skills, and values – owners need to find

the proper team whose values align with the owner and whose skills match the

project needs.

• AEC individuals need to be identified and they need support from

management.

• Project goals above individual goals.

Project Collaboration Best Practices Guide Team Selection Strategies

The Selection Process: Weeding through the Options:

• Seek recommendations from business associates, other owners, MBA, AIA, etc. for

firms that have built a similar project.

• Gather as much info as possible on the firms and then request more specific info

through an RFP process.

• Items to consider for RFP:

• Project Philosophy

• Similar Project Resume

• Proposed Team Structure & Resumes

• References

• Unique or Innovative Project Approaches

• DBE Strategies

• Safety Program Overview

Project Collaboration Best Practices Guide Optimizing the Team

Team Development Process:• Develop Project Mission

• Define Team Purpose Statement

• Create Performance Statement

• Develop Action Plans

• Gain Commitment & Align Roles with Team Purpose

• Remain Focused

• Celebrate Success

Project Collaboration Best Practices Guide Enhancing Collaboration Through Technology

Technology in construction has led to the improvement of safety, quality control, and communication, to name a few key areas.

The improvement has resulted in the elimination (or decrease) in fragmentation, duplication, and distrust.

A Technology Implementation Plan is a recommended approach to get all team members to understand the vision and objectives of the technology to be utilized on a project. To create this plan it is suggested to begin with the end in mind.

Project Collaboration Best Practices Guide Integrated Design Strategies

Integrated Design Strategies is defined by AIA as: “an approach that integrates people, systems, business structures, and practices into a process that collaboratively harnesses the talents and insights of all participants to optimize project results, increase value to Owner, reduce waste, and maximize efficiency through all phases of design, fabrication & construction.”

Project Collaboration Best Practices Guide Integrated Design Strategies

The phases of an Integrated Design Strategy:

Pre Design• Defines the project and its goals• Sets the tone for the project• Helps with Team unity• Types of meetings: charrettes, programming, facilities management,

partnership

Schematic Design – builds upon the vision created in Pre Design phase. This phase produces:• Updated goals & targets matrix• Preliminary financial estimate• Schematic design report• Roles & responsibilities matrix

Design Development

Construction Documentation

Project Collaboration Best Practices Guide Strategies for Owners

Teamwork on the AGENDAConfirming RFI’s ONLYJob Site OFFICETeam Environment SURVEYIncreased TRANSPARENCY

Teamwork on the AGENDA

Project Collaboration Best Practices GuideStrategies for Owners

As discussed, …

Project Collaboration Best Practices Guide Strategies for Owners

Confirming RFI’s Only

Project Collaboration Best Practices Guide Strategies for Owners

Job Site OFFICE

Project Collaboration Best Practices Guide Strategies for Owners

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4.55

4.09

4.27

4.55

4.45

4.55

4.55

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Communication

Acknowledgement of Issues

Timely Resolution

Cooperation

Accountability

Teamwork

Trust

Respect

Survey Rating

SH Team Scorecard: March 2012

Bi-monthly team surveys

Team Environment SURVEY

Project Collaboration Best Practices Guide Resources

National Associations:• American Institute of Architects (AIA)

• AIA Center for Integrated Practice: http://network.aia.org/centerforintegratedpractice/home

• Associated General Contractors of America (AGC)• The AGC Collaboration Chronicles: https://

www.agc.org/connect/agc-groups/building-division/collaboration-chronicles

• Design Build Institute of America (DBIA)• DBIA Best Practices: http://

www.dbia.org/resource-center/Pages/Best-Practices.aspx • Lean Construction Institute

• Training & Case Studies: http://www.leanconstruction.org/training/

Regional Resources:• AIA Pittsburgh: www.aiapgh.org • Master Builders’ Association: www.mbawpa.org • AIA-MBA Joint Committee: http://www.aiambajointcommittee.org/

Books • Broken Building Busted Budgets by Barry B. LePatner• The Owner’s Dilemma by Barbara White Bryson• The Commercial Real Estate Revolution by Rex Miller• The Speed of Trust by Stephen Covey• The Journal of High-Performance Business: A New Era of

Collaboration by Marty Cole• The 5 Dysfunctions of a Team by Patrick Lencionoi

Project Collaboration Best Practices GuideResources

• Collaboration Survey: Defining Success in Construction

• Owner Roundtable Sessions in 2016 & Beyond:– May– September– November

Project Collaboration Best Practices GuideThe Next Steps