CII Contract Strategy Summit

Program

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.

May 25 • Day 1

Traditional Contracting (5 hours)

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: Mike Pappas, CII; Anabella Martin, Hilti; Jay Moser, Shell; Paul Macgregor, Shell; Eric Crivella, Digital Construction Works and 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, ExxonMobil; Richard Venerus, Venerus Advisory Partners and Paul Macgregor, Shell

10.00am

Virtual Networking Break

10.30am

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, ExxonMobil

11.30am

The Case for Collaborative Approaches

Full description coming soon.

Speaker: Paul Macgregor, Shell

12.30pm

Virtual Networking Break

1.00pm

The COAA Collaborative Contracting Framework

Full description coming soon.

Speaker: Richard Venerus, Venerus Advisory Partners and COAA

2.00pm

Audience Interaction and Panel Discussion Session with Next Steps

Full description coming soon.

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

3.00pm

Summit Day One Close

May 26th – Day 2

Collaborative Contracting (6 hours)

8.00am
Session Kickoff (Mike Pappas, Anabella Martin, Jamie Gerbrecht, Alison Bradley and John Fotherby)

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

8.30am
ECITB Collaboration Toolkit (John Fotherby and Tony Maplesden)

The Engineering Construction Industry Training Board (ECITB) out of the UK 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.

9.00am
Collaborative Contracting Approaches (Mike Dubreuil)

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?

10.00am
Virtual Networking Break
10.30am
Models – Industrial Integrated Project Delivery, or I2PD (Bruce Burwell and Mike Dubreuil)

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.

11.30am
Models – Industrial Integrated Project Delivery (I2PD) Case Study (Alison Bradley and Mike Dubreuil)

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.

12.30pm
Lunch
1.00pm
Models – Partnering/Alliancing (Phil Barutha)

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, Partnering and Alliancing will be discussed: What are these approaches? When are they most useful? When should they be used? Examples will be included.

2.00pm
Audience Interaction and Panel Discussion Session with Next Steps

(All CII Thought Leaders and Summit Subject Matter Experts from Day 1 and Day 2)

3.00pm
Day 2 – Summit Close