CII Contract Strategy Summit

The Summit Program

Two Days of Content Worth 12 Professional Development Hours

Overall Objective

To inform attendees of traditional and non-traditional contracting strategies and approaches and to expand owners’ and suppliers’ toolkits, making them more aware of their options and benefits. The Summit panelists will explain how to select the appropriate contracting strategy. The Summit program will be valid for 11 Professional Development Hours (PDHs).

What to Expect

Learners are from ALL sectors of the construction industry – not just industrial – and so the focus will be on models relevant to all sectors; learners include SCM & CBA members who will want to understand sourcing methods; many learners will have knowledge of project and compensation models as well as sourcing methods, so the content will go beyond foundations; we will do a deep-dive into the concepts, with a focus on North American and European / British best practices and recommendations.

Program Preview Video

Watch this short video to get a full preview of the summit in just 3 minutes!

June 28 • Day 1

Traditional Contracting (6 Hours)  •  All times are in Central Daylight Timezone (CDT)

8.00am

Summit Kickoff

The panel will discuss the importance of the development of a contract strategy, the use of assessment tools to optimize strategy selection and the importance of leader involvement in the process of strategy design, as well as its connection to the innovative practice of Advanced Work Packaging (AWP).

Speakers:

    • Robert Wible, Senior Project Manager, CII
    • Anabella Martin, Business Development and PM Professional, Hilti and Vice Chair of the Supply Chain Management Community for Business Advancement, CII
    • Jay Moser, PTE Construction and Fabrication / Global AWP Champion, Shell and Board Advisor, CII
    • Eric Crivella, Director of Business Development, Digital Construction Works and Vice Chair of the Advanced Work Packaging Community for Business Advancement, CII

8.30am

Spectrum of Traditional Contracting Models

In this session, panelists will explore the highlights of the various project contracting approaches in use in the construction industry providing a brief and interesting comparison of them by answering key questions such as: What are they? How do they work? When are they most and least appropriate? How are they different from each other? And how to make the best choice among them for a given project situation? They will also explore the main compensation models and their “fit” with each of the main contracting approaches.

Speakers:

    • Keith Critzer, Manager, Methods and Contractor Intelligence, ExxonMobil
    • Richard Venerus, Founder and Principal, Venerus Advisory Partners and Collaborative Contracting  development team member, COAA
    • Paul Macgregor, EPC Supplier Relationship Manager, Shell

9.00am

Break

9.30am

Spectrum of Traditional Contracting Models (continued)

10.30am

Break

11.00am

Considerations when Employing AWP with Traditional and Collaborative Contracting Models

With respect to each approach, Keith will discuss what modifications/adjustments/enhancements to contractual requirements and plans recommended to enable AWP. Specifically, this part of our Day 1 will reflect upon: Traditional: Design-bid-build (FEED/EPC), Design-build (FEED+EPC); Construction approach: CM, CM-at-risk, direct hire, subcontract; Alternative/Collaborative: Design Competition, Partnering/Alliancing, Industrial Integrated Project Delivery (I2PD); Compensation: lump sum/fixed price, cost reimbursable, unit rate/time rate, guaranteed maximum price; Contractor Selection: competitively bid or negotiated; and Incentivizing/Gainsharing.

Speaker: Keith Critzer, Manager, Methods and Contractor Intelligence, ExxonMobil

12.00pm

Lunch Break

12.30pm

The Case for Collaborative Approaches

Paul Macgregor will explain why collaborative contracting is an important and necessary development, and how it is a natural progression for the construction industry.

Speaker: Paul Macgregor, EPC Supplier Relationship Manager, Shell

1.30pm

Break

2.00pm

The COAA Collaborative Contracting Framework

Richard Venerus will introduce this recent Construction Owners Association of Alberta initiative. The framework is a formal guideline and useful reference tool that documents the various stages of a collaborative partnership, and the key criteria to be considered at each stage.

Speaker: Richard Venerus, Founder and Principal, Venerus Advisory Partners and Collaborative Contracting development team member, COAA

3.00pm

Audience Interaction and Panel Discussion Session with Next Steps

Day one finishes with a full-presenter-and-audience Q&A session, with key takeaways.

Speakers: All CII Thought Leaders and Summit Subject Matter Experts from Day 1.

4.00pm

Summit Day One Close

June 29 • Day 2

Collaborative Contracting (6 hours)  •  All times are in Central Daylight Timezone (CDT)

8.00am

Session Kickoff

The panel will discuss the importance of collaborative contracting. What is it? Why is it important? What is the connection to AWP?

Speakers:

    • Robert Wible, Senior Project Manager, CII
    • Jamie Gerbrecht, Vice Chair, AWP Community for Business Development, CII
    • Anabella Martin, Business Development and PM Professional, Hilti and Vice Chair, Supply Chain Management Community for Business Development, CII
    • Alison Bradley, Director, Asset & Project Management, Southeast Operations, Eastern Region, Ontario Power Generation
    • John Fotherby, Chairman, European Construction Institute and Founder & Principal, Kingsfield Academy

8.30am

Collaborative Contracting Approaches

A deeper dive into collaborative contracting approaches, distinguishing between informal collaboration and collaborative contract approaches. What are the available approaches and why is the Summit focused on Partnering/Alliancing and I2PD?

Speaker: Mike Dubreuil, Managing Partner, PTAG Project Management and Advisory Solutions

9.30am

Break

10.00am

Industrial Integrated Project Delivery, or I2PD

Industrial Integrated Project Delivery, or I2PD, is a project delivery method that uses high levels of collaboration and integration in the development, design, and construction phases of an industrial project. Research has shown that highly integrated projects can be delivered with faster processing times. Significantly faster delivery times paired with improved quality allow projects to swiftly advance through the development and design phases to the construction phase with enhancements to safety and quality of the project including benefits of early cost, schedule certainty and increased stakeholder satisfaction.

In this session, I2PD will be introduced and discussed. What is this approach? How does it work, where did it come from, when is it most useful, and what are its benefits? Presenters will also discuss selection of the appropriate contract strategy.

Speakers:

    • Bruce Burwell, Partner, Capital Projects, PTAG Project Management and Advisory Solutions
    • Mike Dubreuil, Managing Partner, PTAG Project Management and Advisory Solutions

11.00am

Break

11.30am

Industrial Integrated Project Delivery (I2PD) Case Study

Ontario Power Generation (OPG) have implemented a pilot project using the I2PD methodology and they will share their learnings and discuss the potential benefits of future projects.

Speakers:

  • Alison Bradley, Director, Asset & Project Management, Southeast Operations, Eastern Region, Ontario Power Generation
  • Mike Dubreuil, Managing Partner, PTAG

12.30pm

Lunch Break

1.00pm

ECITB Collaboration Toolkit

The Engineering Construction Industry Training Board (ECITB) out of the United Kingdom has created a Project Collaboration Toolkit (PCT), which they consider to be the way to collaborate on engineering construction projects. In this session, John and Tony will discuss the PCT and the way in which this influenced the Collaborative Working Agreement (the collaboration contract), as well as the approach taken to transfer the principles of the PCT into the Collaborative Working Agreement (and the structuring of it) so that it is available to a wide range of project types that want to utilize collaborative working.

Speakers:

    • John Fotherby, Chairman, European Construction Institute and Founder and Principal, Kingsfield Academy
    • Tony Maplesden, Engineering Construction Industry Training Board

1.45pm

Partnering/Alliancing

The essential difference between a Partnership and an Alliance is that a partnership is a merger of individual interests for mutual profit, while an alliance is a collaboration between sovereign interests for mutual profit. In this session, the focus will be on alliancing. Phil Barutha will discuss: what is the theory and what are the benefits of alliancing, at a high level? Phil will be joined by Rod Cameron, who will provide a case study of the Christchurch infrastructure rebuild project from 2011 to 2016 – a $2.3B undertaking. 

Speakers:

Phil Barutha, Assistant Professor, Durham School of Architectural Engineering and Construction

Rod Cameron, Former Program Director, Stronger Christchurch Infrastructure Rebuild Team

2.30pm

Break

3.00pm

Audience Interaction and Panel Discussion Session with Next Steps

Speakers: All CII Thought Leaders and Summit Subject Matter Experts from Day 1 and Day 2.

4.00pm

The CII Contract Strategy Virtual Summit Concludes