Collaborative construction procurement

542 Pages·2019·5.612 MB·English

by  Mosey, David

CollaborativeConstructionProcurementandImprovedValue
Collaborative Construction Procurement and
Improved Value
DavidMosey
CentreofConstructionLaw&DisputeResolution
DicksonPoonSchoolofLaw
King’sCollegeLondon
Thiseditionfirstpublished2019
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LibraryofCongressCataloging-in-PublicationData
Names:Mosey,David,1954-author.
Title:Collaborativeconstructionprocurementandimprovedvalue/DavidMosey.
Description:Hoboken,NJ:Wiley-Blackwell,2019.|Includesbibliographical
referencesandindex.|
Identifiers:LCCN2019000081(print)|LCCN2019004042(ebook)|ISBN
9781119151920(AdobePDF)|ISBN9781119151937(ePub)|ISBN9781119151913
(hardback)
Subjects:LCSH:Buildings–Specifications–GreatBritain.|Construction
contracts–GreatBritain.|Buildingmaterials–Purchasing–Great
Britain–Casestudies.|Buildinginformationmodeling–Great
Britain–Casestudies.|Governmentpurchasing–GreatBritain.|Public
contracts–GreatBritain.
Classification:LCCTH425(ebook)|LCCTH425.M642019(print)|DDC
354.6/42530941–dc23
LCrecordavailableathttps://lccn.loc.gov/2019000081
CoverDesign:Wiley
CoverImage:©AssociationofConsultantArchitectsLtd.
Setin10/12ptWarnockProbySPiGlobal,Chennai,India
PrintedinGreatBritainbyTJInternationalLtd,Padstow,Cornwall
10 9 8 7 6 5 4 3 2 1
v
Contents
Reviews xiii
Preface xix
Acknowledgements xxi
AbouttheAuthors xxiii
1 WhatIsCollaborativeConstructionProcurement? 1
1.1 Overview 1
1.2 WhatIsCollaborativeConstructionProcurement? 2
1.3 WhyIsCollaborativeProcurementImportant? 4
1.4 WhatResearchHasExaminedCollaborativeConstructionProcurement? 6
1.5 WhatCaseStudiesSupportCollaborativeProcurement? 7
1.6 HowIsCollaborativeProcurementConnectedtoDigitalTechnology? 9
1.7 HowIsCollaborativeProcurementConnectedtoContracts? 10
1.8 WhoWasSirMichaelLatham? 12
1.9 HowCanCollaborativeProcurementReflectISO44001? 13
1.10 WhatShouldCollaborativeProcurementProvide? 15
2 WhatAretheFoundationsforCollaborativeConstruction
Procurement? 19
2.1 Overview 19
2.2 WhatIsDifferentAboutCollaborativeConstructionProcurement? 20
2.3 HowAreConstructionContractsFormed? 23
2.4 WhatIsDifferentAboutaCollaborativeConstructionContract? 25
2.5 WhatIsanAlliance? 26
2.6 HowDoesBIMAffectCollaborativeProcurement? 29
2.7 WhatIsEarlyContractorInvolvement? 30
2.8 WhatAreTwoStageOpenBook,CostLedProcurementandIntegrated
ProjectInsurance? 31
2.9 WhatIsSupplyChainCollaboration? 34
2.10 WhatAretheSupplyChainCollaborationActivities? 37
3 HowDoesaProjectAllianceOperate? 39
3.1 Overview 39
3.2 WhatIsaCollaborativeProjectTeam? 40
vi Contents
3.3 HowCanaCollaborativeTeamFormaProjectAlliance? 41
3.4 HowDoesaProjectAllianceOperate? 42
3.5 HowCanaProjectAllianceUseEarlyContractorInvolvement? 45
3.6 HowCanaProjectAllianceUseSupplyChainCollaboration? 47
3.7 HowCanaProjectAllianceMeasureandRewardPerformance? 49
3.8 HowCanaProjectAllianceImproveValueandOutcomes? 51
3.9 HowCanaProjectAllianceDealwithProblems? 52
3.10 ProjectAllianceCaseStudies 54
4 HowDoesaFrameworkAllianceOperate? 59
4.1 Overview 59
4.2 WhatIsaFramework? 60
4.3 HowDoesaFrameworkContractOperate? 61
4.4 WhatIsaFrameworkAlliance? 63
4.5 HowDoesaFrameworkAllianceAwardWork? 65
4.6 HowCanaFrameworkAllianceUseSupplyChainCollaboration? 66
4.7 HowCanaFrameworkAllianceMeasureandRewardPerformance? 68
4.8 HowCanaFrameworkAllianceImproveValue? 69
4.9 HowCanaFrameworkAllianceDealwithProblems? 71
4.10 FrameworkAllianceCaseStudies 73
5 HowDoesaTermAllianceOperate? 79
5.1 Overview 79
5.2 HowDoesaTermContractOperate? 80
5.3 WhatAretheTermContractForms? 81
5.4 WhatIsaTermAlliance? 83
5.5 HowDoesaTermAllianceAwardWork? 85
5.6 HowCanaTermAllianceUseSupplyChainCollaboration? 86
5.7 HowCanaTermAllianceImproveAssetManagement? 87
5.8 HowCanaTermAllianceImproveValue? 88
5.9 HowCanaTermAllianceDealwithProblems? 90
5.10 TermAllianceCaseStudies 92
6 HowAreCollaborativeTeamMembersSelected? 97
6.1 Overview 97
6.2 WhatAretheProblemswithSingleStageSelection? 98
6.3 HowCanEarlyContractorSelectionEnableCollaborative
Procurement? 100
6.4 HowCanEarlyContractorSelectionCreateMoreAccuratePrices? 102
6.5 HowAreCollaborativeTeamMembersSelected? 104
6.6 HowDoFrameworkSelectionProceduresOperate? 107
6.7 HowCanEvaluationCriteriaBalanceCostandQuality? 109
6.8 CanEarlyContractorSelectionComplywithPublicProcurement? 111
6.9 CanCollaborativeWorkingOccurDuringSelection? 113
6.10 CollaborativeSelectionCaseStudies 115
Contents vii
7 DoesCollaborativeProcurementNeedaContract? 119
7.1 Overview 119
7.2 WhatIstheImpactofaNon-bindingAgreement? 120
7.3 WhatIstheImpactofaLetterofIntent? 123
7.4 WhatIstheImpactofImpliedGoodFaith? 124
7.5 WhatIstheImpactofExpressGoodFaith? 128
7.6 WhatIsaVirtualOrganisation? 130
7.7 WhatIstheImpactofaNoBlameClause? 132
7.8 WhatIstheImpactofaCollaborativeContract? 135
7.9 WhatIstheImpactofaMulti-PartyContract? 136
7.10 CollaborativeConstructionManagementCaseStudies 139
8 WhatTypesofContractSupportCollaborativeProcurement? 143
8.1 Overview 143
8.2 WhatIsaRelationalContract? 144
8.3 WhatIsaConditionalContract? 146
8.4 WhatIsEnterprisePlanning? 148
8.5 WhatIsanEnterpriseContract? 149
8.6 WhatAretheEnterpriseFeaturesofaProjectAllianceContract? 152
8.7 WhatAretheEnterpriseFeaturesofaFrameworkAllianceContract? 153
8.8 HowCanCollaborativeProcurementSupportaJointVentureorClient
Consortium? 154
8.9 HowCanCollaborativeProcurementSupportaPublicPrivate
Partnership? 157
8.10 CollaborativeJointVentureandConsortiumCaseStudies 159
9 WhatStandardFormContractsSupportCollaborative
Procurement? 165
9.1 Overview 165
9.2 WhatIstheRoleofStandardFormContracts? 166
9.3 HowCanStandardFormContractsSupportCollaborative
Procurement? 167
9.4 HowDoesFIDIC2017SupportCollaborativeProcurement? 169
9.5 HowDoesICC2014SupportCollaborativeProcurement? 170
9.6 HowDoesJCT2016SupportCollaborativeProcurement? 172
9.7 HowDoesNEC4SupportCollaborativeProcurement? 174
9.8 HowDoesPPC2000SupportCollaborativeProcurement? 177
9.9 WhichStandardFormContractsSupportaProjectAlliance? 179
9.10 HowAreCollaborativeProjectContractsUsedinPractice? 185
10 HowDoestheFAC-1FrameworkAllianceContractOperate? 187
10.1 Overview 187
10.2 WhatAretheKeyFeaturesofFAC-1? 188
10.3 HowDoesFAC-1AwardWork? 191
10.4 HowDoesFAC-1SupportSupplyChainCollaboration? 193
viii Contents
10.5 HowDoesFAC-1MeasureandRewardPerformance? 194
10.6 HowDoesFAC-1SupportCollaborativeRiskManagement? 195
10.7 HowCanFAC-1ReflectDifferingRequirements? 197
10.8 HowDoesFAC-1ReflectUKGovernmentandIndustry
Recommendations? 199
10.9 HowIsFAC-1BeingUsedinPractice? 201
10.10 FAC-1FrameworkAllianceCaseStudies 203
11 HowDoestheTAC-1TermAllianceContractOperate? 211
11.1 Overview 211
11.2 HowWasTAC-1Developed? 212
11.3 WhatAretheKeyFeaturesofTAC-1? 213
11.4 HowDoesTAC-1AwardWork? 215
11.5 HowDoesTAC-1SupportSupplyChainCollaboration? 217
11.6 HowDoesTAC-1MeasureandRewardPerformance? 219
11.7 HowDoesTAC-1SupportCollaborativeRiskManagement? 220
11.8 HowCanTAC-1ReflectDifferingRequirements? 221
11.9 HowDoesTAC-1DifferfromTPC2005? 222
11.10 HowAreTPC2005andTAC-1UsedinPractice? 223
12 HowIsaCollaborativeCultureCreated? 227
12.1 Overview 227
12.2 WhatIstheRoleofPeopleinaCollaborativeCulture? 228
12.3 WhoLeadsaCollaborativeCulture? 230
12.4 WhoManagesaCollaborativeCulture? 232
12.5 HowCanaCollaborativeCultureIncludeallStakeholders? 235
12.6 HowCanaCollaborativeCultureImproveCommunication? 237
12.7 WhatIstheRoleofaCoreGrouporAllianceBoard? 239
12.8 WhatIstheValueofTrainingandWorkshops? 242
12.9 WhatIstheRoleofanIndependentAdviser? 244
12.10 CollaborativeCultureCaseStudies 246
13 HowCanBIMSupportCollaborativeProcurement? 251
13.1 Overview 251
13.2 WhatIstheImpactofDigitalTechnology? 252
13.3 WhatIstheImpactofBIM? 254
13.4 HowCanBIMEnableCollaborativeProcurement? 255
13.5 HowCanBIMSupportEarlyContractorInvolvement? 257
13.6 HowCanBIMSupportWholeLifeAssetManagement? 258
13.7 HowDoCollaborativeTeamsUseBIMinPractice? 260
13.8 WhatIstheImpactofSmartContracts? 261
13.9 WhatAretheLimitsofSmartContracts? 262
13.10 BIMResearchResults 263
14 HowDoesBIMSupportCollaborativeContracts? 267
14.1 Overview 267
14.2 HowDoesBIMAffectaDutyofCare? 268
Contents ix
14.3 HowDoesBIMAffectAgreedDeadlinesandInterfaces? 270
14.4 HowDoesBIMAffectIntellectualPropertyRights? 271
14.5 HowDoesBIMAffectRelianceonData? 273
14.6 WhoManagesBIMData? 275
14.7 HowIsBIMTreatedinConstructionContracts? 276
14.8 HowDoesBIMAffectAlliances? 278
14.9 HowCanBIMDealwithProblems? 281
14.10 BIMAllianceCaseStudies 281
15 HowCanCollaborativeProcurementImproveEconomicandSocial
Value? 285
15.1 Overview 285
15.2 HowCanCollaborativeProcurementBenefitAllTeamMembers? 286
15.3 HowCanCollaborativeProcurementCreateCostCertaintyandCost
Savings? 287
15.4 HowCanCollaborativeProcurementImproveQuality? 290
15.5 HowCanCollaborativeProcurementImproveSupplyChain
Relationships? 292
15.6 HowCanCollaborativeProcurementCreateLocalandRegional
Opportunities? 294
15.7 HowCanCollaborativeProcurementSupportEmploymentand
Training? 295
15.8 HowCanCollaborativeProcurementSupportImprovedSafety? 296
15.9 HowCanCollaborativeProcurementSupportEnvironmental
Benefits? 298
15.10 BenefitsofTwoStageOpenBookandSupplyChainCollaboration 301
16 HowIsCollaborativeProcurementCostedandIncentivised? 303
16.1 Overview 303
16.2 WhatIstheImpactofOpenBookCosting? 305
16.3 HowCanCollaborativeProcurementAchieveaFixedPrice? 306
16.4 HowDoTargetCostsandCostReimbursementOperate? 308
16.5 HowCanEarlyContractorInvolvementControlCosts? 310
16.6 HowIsaFrameworkAllianceCosted? 313
16.7 HowIsaTermAllianceCosted? 315
16.8 HowDoSharedPain/GainIncentivesOperate? 317
16.9 WhatOtherIncentivesSupportCollaborativeProcurement? 320
16.10 CollaborativeCostingCaseStudies 322
17 HowDoesCollaborativeProcurementManageTimeand
Change? 325
17.1 Overview 325
17.2 WhyIsCollaborativeTimeManagementImportant? 326
17.3 IsaProgrammetheSameasaTimetable? 328
17.4 HowAreProgrammesandTimetablesTreatedinConstruction
Contracts? 331
17.5 WhatTimetablesSupportaCollaborativeTeam? 334
x Contents
17.6 WhatTimetablesIntegrateCollaborativeDesign? 336
17.7 WhatTimetablesSupportaFrameworkAllianceorTermAlliance? 338
17.8 HowCananIntegratedTimetableImproveValue? 339
17.9 HowCanaCollaborativeTeamManageChange? 341
17.10 CollaborativeTimeManagementCaseStudies 343
18 HowCanCollaborativeProcurementImproveRisk
Management? 347
18.1 Overview 347
18.2 HowAreRisksPriced? 348
18.3 HowCanRisksBeManagedJointly? 350
18.4 HowDoConstructionContractsTreatRiskManagement? 352
18.5 HowCanCollaborativeProcurementImproveRiskManagement? 355
18.6 HowCanaCollaborativeTeamManageGroundRisk? 357
18.7 HowCanRiskBeManagedThroughNoBlameClauses? 361
18.8 HowCanRiskBeManagedThroughNewInsurance? 362
18.9 WhatIstheRoleofProjectBankAccounts? 364
18.10 CollaborativeRiskManagementCaseStudies 366
19 HowCanCollaborativeProcurementReduceDisputes? 371
19.1 Overview 371
19.2 AreConstructionDisputesaBadThing? 372
19.3 WhatAretheCausesofConstructionDisputes? 373
19.4 HowCanEarlyContractorInvolvementReduceDisputes? 374
19.5 HowCanaCollaborativeTeamAvoidDisputes? 376
19.6 HowCanEarlyWarningAvoidDisputes? 378
19.7 HowCanaCoreGrouporAllianceBoardResolveaDispute? 380
19.8 HowCananIndependentAdviserResolveaDispute? 382
19.9 AreThereOtherCollaborativeWaystoResolveaDispute? 384
19.10 CollaborativeDisputeResolutionCaseStudies 386
20 HowDoesCollaborativeProcurementOperateinAustralia? 391
ProfessorPaulaGerberandMarkoMisko
20.1 WhatIstheApproachtoAlliancesinAustralia? 391
20.2 WhatIstheApproachtoBIMinAustralia? 394
20.3 WhatIstheApproachtoConstructionContractsinAustralia? 396
20.4 WhatIsthePotentialforaFrameworkAllianceinAustralia? 398
20.5 WhatAretheLegalIssuesAffectinganAllianceinAustralia? 399
21 HowDoesCollaborativeProcurementOperateinBrazil? 403
DrAlexandreAroeiraSalles,MarianaMiragliaandMatatiasParente
21.1 WhatIstheApproachtoAlliancesinBrazil? 403
21.2 WhatIstheApproachtoBIMinBrazil? 405
21.3 WhatIstheApproachtoConstructionContractsinBrazil? 407
21.4 WhatIsthePotentialforaFrameworkAllianceinBrazil? 410
21.5 WhatAretheLegalIssuesAffectinganAllianceinBrazil? 412