Best practices for collaborative delivery project implementation are based upon relationships with a foundation of respect, openness and integration.
Team members working to implement collaborative delivery projects should understand that success relies on the ability of each team member to work cooperatively and to trust one another.
A collaborative approach focuses on defined project drivers, not individual accolades.
Logistics and Infrastructure actions include:
- Owner team members co-locating with the collaborative delivery team, including design and construction partners, during project implementation.
- Establishing clear administrative processes that are suitable, easily comprehended and efficient.
Effective Communication, Collaboration, and Issue Resolution activities include:
- Owners engaged and organized in a manner that facilitates a timely decision-making process, with the authority to make the required decisions.
- Establishing an executive leadership group including designers, key subcontractors and members of the collaborative delivery team. This team meets regularly to ensure project goals are met.
- The owner and collaborative delivery team formulating and applying a well-thought-out partnering process.
- Establishing procedures that allow key participants to interface directly with the collaborative delivery team.
- The owner and collaborative delivery team jointly applying techniques that effectively integrate design and construction actions.
- The collaborative delivery team openly and promptly advising the owner about issues that could affect project outcomes, cost or schedule.
Design Management Process Alignment (Design-Build Delivery) process includes:
- Planning for the level of effort required to manage design development and develop a realistic design development plan that engages the entire team.
- Agreeing upon clear, realistic and expeditious submittal and review/approval processes that support schedule and other project goals.
- Ensuring that any changes to the contract documents are clearly, thoroughly and concurrently documented.
- Determining when the owner is integrated into the design decision-making process.
Commissioning actions include:
- Identifying the Commissioning Team.
- Defining the commissioning process in a logical step-by-step manner along with the responsibilities for each task.
- Delineating collaborative delivery team contract commissioning requirements.
- Describing the equipment and systems included in the process.
- Establishing the process and criteria for documenting installation verification.
- Defining the process and criteria for Functional Testing.
- Identifying key schedule milestones.
- Developing means and methods to verify success early and minimize rework.
- Establishing a trend system early to identify, monitor and assess any prospective changes before they adversely impact the project’s cost or schedule. Openly and promptly communicate information derived from the trend system to the owner and maintain the trend system throughout the construction process.
Additional information on collaborative delivery best practices is available on the first two blogs posted about this topic: Procurement Best Practices for Integrated Delivery Projects and Integrated Delivery: Contracts and Contracting Best Practices.
You can also view universal best practices and those specific to water/wastewater, transportation and federal projects developed by the Design-Build Institute of America.