International Partnering Institute. John L. Martin Partnered Project of the Year Award Application

Transcription

1 International Partnering Institute John L. Martin Partnered Project of the Year Award 2014 Application For projects completed between January 1, 2013 and December 31, 2013 Application Deadline: February 14, McLeod Street Livermore, CA

2 International Partnering Institute John L. Martin Partnered Project of the Year Award 2013 PURPOSE The International Partnering Institute s Partnered Project of the Year Award is an annual recognition of completed projects that best exemplify the principles of partnering. The purpose of the award is to celebrate successes, share lessons learned and best practices and to acknowledge the collaborative efforts of teams who achieve extraordinary results. BACKGROUND The International Partnering Institute (IPI) was founded in 1996 and is a nonprofit corporation. IPI seeks out lessons learned and best practices to capture partnering concepts and techniques that develop high trust relationships and organizational cultures for the delivery of construction projects. IPI s Partnered Project of the Year competition is designed to recognize teams who distinguish themselves by implementing IPI s best practices for an integrated partnering program and exemplify high-trust working relationships on their projects. Winning teams demonstrate commitment to the elements of the integrated partnering program, achieve excellent results and deliver an outstanding project. PARTNERING DEFINITION Partnering is defined as a formal process of collaborative teamwork to achieve measurable results through agreements and productive working relationships. Tangible deliverables of a formal Partnering process may include a communications and roles matrix, a charter (including core and projectspecific goals and a signature page), an issue resolution process, action plans and commitments, evaluation methods, and a schedule of follow-up meetings. BENEFITS In addition to being honored at the IPI Annual Awards Celebration, winners will: Be recognized as a leader in Partnering excellence Receive information regarding strengths and opportunities that will drive improved effectiveness Have the opportunity to network with peers in the industry committed to Partnering excellence Know they have contributed to continuous improvement of Partnering as a business process. IPI 291 McLeod St., Livermore, CA Deadline: February 14,

3 PARTNERED PROJECT OF THE YEAR AWARD CATEGORIES IPI Partnered Projects of the Year Awards are granted to Projects in two sectors and three categories. In order to be eligible, the project must have utilized a structured Partnering process: Sectors IPI Partnered Projects of the Year are broken into two sectors: Transportation: Your project was one of the following: highways/state routes, freeways, roads and streets including reconstruction, an expansion or widening of existing roadways, bridges, interchanges, overpasses, road tunnels, transit or light rails, etc. Buildings/Public Infrastructure: Your project was one of the following: buildings, public infrastructures, commercial, healthcare, historical restoration, industrial, institutional, preengineered buildings, public works/environmental, renovation, restoration, public use buildings, utilities, water treatment, pipeline or other construction. Categories IPI Partnered Projects of the Year are broken into three categories by project budget. Category 1 - Project Budget is less than $25 Million Category 2 - Project Budget is between $25 $250 Million Category 3 Mega Projects Project Budget is over $250 Million 2013 ELIGIBILITY REQUIREMENTS Projects must be completed between January 1 and December 31, 2013 Projects must be nominated by the Owner, Designer, Contractor or Facilitator One member of the project team must be an IPI member or in the process of becoming an IPI member** ** Note: See IPI website for membership details IPI 291 McLeod St., Livermore, CA Deadline: February 14,

4 AWARD PROGRAM GUIDELINES Award Process The International Partnering Institute Partnered Project of the Year Award process is led by a committee of volunteers who model excellence in the industry. They oversee the award process which includes the establishment of a high standard of Partnering performance and the categories of projects eligible to receive the award. Submittal requirements are clearly outlined every year. Judges are selected for their in-depth expertise in the industry and recognized leadership in building partnerships. Judging criteria is established to support the high levels of excellence over the life of the award. The award recipients are recognized each year at the annual International Partnering Institute s Awards Ceremony. The steps of the process include: 1. Review submittals for eligibility and adherence to the guidelines 2. Judges review of written award submittals against the criteria 3. Selection of finalists for the award 4. Verification/clarification of recipient information and results 5. Judges final recommendations for award recipients 6. Presentation at the IPI Awards Ceremony Application Deadlines and Submittal Information Applications and fee to be sent to: International Partnering Institute by February 14, 2014 before 5:00 p.m. PST at 291 McLeod Street, Livermore, CA Application fee: $500 For questions contact: Diane Jeronimo , dianejeronimo@partneringinstitute.org, or Rob Reaugh , robreaugh@partneringinstitute.org IPI 291 McLeod St., Livermore, CA Deadline: February 14,

5 How Winners are Selected Applicants are expected to complete the standard application form on pages Reponses shall not only answer the questions asked, but shall also be presented in a format that includes a total of 15 pages maximum, in accordance with the following submittal guidelines: Table of Contents (not included in the 15 page count) Application form (not included in the 15 page count) One page summary describing why the project should receive an International Partnering Institute Partnered Project of the Year Award (not included in the 15 page count), immediately preceding the Judges Criteria (this write up should be suitable for publication) Responses to all questions set forth in the Judges Criteria (maximum of 10 pages) in the order the criteria are listed on page 5 Attachments/Exhibits (maximum of 5 pages) which may include press clippings, related special event material, photos, charts, graphs or tables to highlight results and a glossary of terms as needed Charter/Partnering Agreement attached including signature page (if applicable), core and project-specific goals (not included in the 15 page count) Rating form/evaluation tool for the partnership (not included in the 15 page count) Format for the submittal shall include: Submission of all information in a three-ring binder or bound booklet No pictures or graphics allowed on the table of contents, application form or tabs Minimum font size of 12 pt Arial with one-inch margins; 1.5 spacing One cover sheet can be used in front of the binder or as first page of submittal, but not both (not included in 15 page count). Graphics and pictures are allowed Tabs separating the criteria are encouraged (not included in the 15 page count) A total of one original and four copies shall be submitted by the deadline A total of one electronic copy of entire application included (either Microsoft Word or Adobe Acrobat format) Please do not double side entry pages or use sheet protectors Judges will look carefully at the responses given against the criteria established and not the sophistication of the package submitted. The judges will then determine which partnerships will be recognized. If no applicants in any one category meet the minimum standards set, (Minimum standards reflect a well-developed level of the partnership across all categories of the Judges Criteria. They also include measurable, positive results and evidence of substantial partnering efforts.) no award for that category will be bestowed in that year. IPI 291 McLeod St., Livermore, CA Deadline: February 14,

6 Judges Criteria The Judges Criteria include the following: 1. How Did You Partner This Project? (15 points) 100 points maximum Was Partnering required on the project? Or, did you choose to Partner for another reason? Did you use a Professional Neutral Facilitator? For how many sessions? How many Partnering sessions did your Project Team have? Did the project use Surveys? If so, how many did your team have? Did you use a DRA/DRB, FDR, or any other form of ADR to resolve a dispute? 2. Charter and Goals of the Partnership (20 points) What is the purpose of your Charter/Partnering agreement? What were the team s goals relative to scope, schedule, quality, safety and budget? What were the project-specific goals that your team set? How were the partnerships goals updated and evaluated throughout the project? Please include your Partnering Charter in the Appendix (including signature page, core goals, project-specific goals, etc.) This does not count against 15-page limit. 3. Issue Resolution (15 points) Did your project experience problems that Partnering allowed the team to overcome? What is your issue resolution procedure? Provide examples, if available. What were the results of the team having an established issue escalation process? What issues were resolved by the field team closest to the issues? 4. Teamwork (15 points) How did you develop team member relationships? Describe those relationships and how you maintained them. How did you inform, educate and/or engage the public or other project stakeholders? Describe those relationships and how you maintained them. How can you demonstrate that your partnership added value for the team and the stakeholders, including the end-users? 5. Value/Outcome (20 points) How well did you meet the goals relating to scope, schedule, quality, safety and budget as well as the team s project-specific goals? Did your outcomes exceed expectations in terms of scope, schedule, budget, safety, quality, personal fulfillment, etc.? How? What were your lessons learned or AHA! Moments and how will you use them to improve future projects? 6. Innovation/Creativity (15 points) What out of the box, innovative/creative ideas were implemented on this project and/or in your partnering program? Explain any special adaptations or refinements that were actually made to improve the project partnering process to fit this particular project. IPI 291 McLeod St., Livermore, CA Deadline: February 14,

7 Application Tips Review the judges scoring criteria and the point system before you start the application process. Pictures are great! Before and after pictures can show off your project. Keep in mind the pictures must be supported by the write-up you provide. Start your preparation early, complete it, then go back and give it a review to brush it up. Have your partners look over the materials you prepare for additional comments or insights. Make sure you get your application in by the deadline. Provide examples throughout the application. Show us, don t tell us. A panel of judges who may have no previous exposure to your project will review and evaluate your project write-up. The judging panel for each project category is made up of experienced and qualified professionals. They can only evaluate what you present. IPI 291 McLeod St., Livermore, CA Deadline: February 14,

8 INTERNATIONAL PARTNERING INSTITUTE John L. Martin Partnered Project of the Year Award 2013 Application Form (1 of 4) Category Note: See page 2 for eligibility requirements. Partnerships must have utilized a structured Partnering process. There may be multiple awards in each category. Check only one category below: Category 1 (Under $25M) Transportation Buildings/Public Infrastructure Category 3 ($250M and above) Transportation Buildings/Public Infrastructure Category 2 ($25M $250M) Transportation Buildings/Public Infrastructure Project Team IPI Member(s): Applicant Information Date Application Package Submitted for Consideration: Project Name: Project Location: Team Members (Please identify the Owner of the project, Prime Contractor, Designer, Construction Manager, and Partnering Facilitator) Owner: Mailing Address: Contact Name and Title: Telephone Number: IPI 291 McLeod St., Livermore, CA Deadline: February 14,

9 INTERNATIONAL PARTNERING INSTITUTE John L. Martin Partnered Project of the Year Award 2013 Application Form (2 of 4) Prime Contractor: Mailing Address: Contact Name and Title: Telephone Number: Designer: Mailing Address: Contact Name and Title: Telephone Number: Construction Manager (if applicable): Mailing Address: Contact Name and Title: Telephone Number: Partnering Facilitator: Mailing Address: Contact Name and Title: Telephone Number: Please list Project Stakeholders (if applicable): On a separate page, please list Subcontractor(s), Supplier(s), and/or any other Stakeholder Team Members involved in Project Partnering (Name, Title, Organization, and phone) on separate page: IPI 291 McLeod St., Livermore, CA Deadline: February 14,

10 INTERNATIONAL PARTNERING INSTITUTE John L. Martin Partnered Project of the Year Award 2013 Application Form (3 of 4) Schedule Outcome: Project Start Date: Original Planned Completion Date: Actual Completion Date: Planned number of work days: Actual number of work days: Days Ahead or Behind Schedule: Please describe any schedule challenges encountered and how they were resolved through the partnering process in question 2 (Charter and Goals of the Partnership). Project Budget Outcome: Original Project Budget: Final Project Cost: Project Cost Under or Above Budget: Cost Increase Associated with Owner Initiated Change Orders: Please describe any budget challenges encountered and how they were resolved through the partnering process in question 2 (Charter and Goals of the Partnership). Change Order Outcome: Number of Change Orders Processed: Number of Owner Initiated Change Orders: Number of Field Initiated Change Orders: Please describe any change order issues encountered and how the partnering process was used to address those issues in question 4 (Issue Resolution). IPI 291 McLeod St., Livermore, CA Deadline: February 14,

11 Claims Outcome: Number of Claims Accepted: Number of Unresolved Claims (at close-out, ongoing?): Please describe any claim issues encountered and how the partnering process was used to address those issues in question 4 (Issue Resolution). Safety Outcome: Number of Lost Time Accidents: Number of Deaths: Please describe any safety issues encountered and how the partnering process was used to address those issues in question 5 (Value/Outcome). Personal Fulfillment Outcome (from participant surveys): Initial Participant Project Satisfaction Level: Final Participant Project Satisfaction Level: Please describe how project participants felt about participating in the project and how the partnering process influenced their feelings about their work in question 5 (Value/Outcome). Partnering Expense Analysis: Total Cost of Project Partnering Expense (Facilitator, meeting expenses, and surveys): Final Project Cost: Partnering Expense percent of Project Budget: Estimated Savings due to Partnering Program: Partnering Expense / Saving Expense Ratio (e.g. $1/$40): IPI 291 McLeod St., Livermore, CA Deadline: February 14,

12 PAYMENT & DEADLINE INFORMATION Deadline: Entries must be received by February 14, before 5:00 p.m. PST. Late entries will not be accepted. Send application with fee to: International Partnering Institute, 291 McLeod Street, Livermore, CA Entry Fee Enclosed: $500 or $750 $1,000 other $ Amounts above the entry fee of $500 will be considered additional donation Please make checks payable to: International Partnering Institute Separate checks are required for each project entry. **note: entry fee includes two complimentary admissions to IPI s Awards Ceremony and three Project Trophies or Plaques (Owner, Prime Contractor, and Facilitator). Additional Trophies can be purchased once winners are announced for $150/trophy. Please contact Diane Jeronimo or Rob Reaugh for details. All materials become the property of the International Partnering Institute s Partnered Project of the Year Award committee and may be used in education, marketing and promotion for the awards program. IPI is a 501(c)3 nonprofit corporation. IPI 291 McLeod St., Livermore, CA Deadline: February 14,