Construction

Manual on Use of Self-Propelled Modular Transporters to Remove and Replace Bridges

Appendix L Examples of Partnering Provisions

FDOT Graves Avenue/I-4 Project

PROSECUTION OF WORK-PARTNERING. (REV 3-4-98) (FA 5-26-98) (7-00)

ARTICLE 8-3 (Pages 73-75) is expanded by the following new Subarticle:

8-3.6 Partnering: For this Contract, a non-bid pay item in the Lump Sum amount of $24,000 has been established for Partnering. The objective of Partnering is to establish a partnership charter and action plan for the Contractor, the Engineer and other parties impacted by the activities covered under this contract to identify and achieve reciprocal goals. These objectives may be met through participation in a major workshop held as early as possible after the Contract is awarded and follow-up workshops held periodically throughout the duration of the Contract.

As early as possible and prior to the preconstruction conference, meet with the Department's District Construction Engineer and plan an initial partnering/team building workshop. At this planning session, select a workshop facilitator, suitable to the District Construction Engineer, from the Department-approved list of facilitators maintained by the Quality Initiatives Office. Additionally, the agenda, duration, location, time, and attendees for the initial workshop should be determined. Attendees should include the Department's District Construction Engineer and key project personnel, the Contractor's Superintendent and key personnel as well as other project or field-level personnel.

Partnering workshops may be held periodically throughout the duration of the Contract if authorized by the District Construction Engineer.

The Department will reimburse the Contractor based on actual invoice amounts for the following costs associated with Partnering:

1. Meeting room.
2. Facilitator fees.
3. Travel expenses of the facilitator, in accordance with Section 112.061, Florida Statutes.

The Department will not reimburse the Contractor for any other expenses. Payment will be the actual cost prorated as a percent of the Lump Sum amount. Payment shall be made under:

Item No. 999-16-Partnering-lump sum.
Item No. 2999-16-Partnering-lump sum.

NYSDOT Standard Specification for Partnering

ITEM 15637.98 M-PARTNERING WORKSHOP

DESCRIPTION: Standard Specification Section 103-02A - PARTNERING, contains the Department's policy to implement partnering concepts and principles on construction contracts. Project partnering will be categorized as "formal" and "informal" partnering. This item relates to formal partnering only.

The Department is offering to progress this contract with formal partnering. Should the Contractor voluntarily accept the Department's offer and agree to partner this contract, then this item will be utilized. Under this item, the Contractor will provide the services of an independent Facilitator to coordinate and facilitate an initial partnering workshop for this contract. In the spirit of partnership, the State and the Contractor will equally share the cost of the partnering workshop. The Contractor is responsible for initially paying the entire cost of the Facilitator and the associated workshop costs. The intent of this item is to reimburse the Contractor 50 percent of those costs.

MATERIALS: None Specified.

CONSTRUCTION DETAILS: The Contractor and the Regional Construction Engineer will jointly select a Facilitator and a location for the workshop. A list of potential Facilitators is available from the Department. The Facilitator shall present a 1 to 2 day Partnering Workshop for this project between the time of award and the start of the project. For long-duration, multiyear projects, a subsequent follow-up workshop may be convened, with the agreement of the Contractor and the Regional Construction Engineer, at an appropriate point during the progression of the project. The associated costs for this subsequent workshop will be reimbursed under this item.

METHOD OF MEASUREMENT: Payment for costs incurred will be computed by Force Account for 50 percent of the actual and reasonable receipted costs of completing this item in accordance with Section 109-05 of the Standard Specifications. Receipted costs eligible for 50% reimbursement under this item shall include the fee for the Facilitator and the costs for the Facilitator's travel and expenses; associated workshop costs, such as charges for the rental of the meeting room, required audio/visual equipment, and any handouts, notes or workshop materials.

The costs for travel, lodging, meals and salaries of workshop attendees, other than those of the facilitator, will not be eligible for full or partial reimbursement under this item.

BASIS OF PAYMENT: The fixed price lump sum shown in the itemized proposal for this work will be considered the price bid even though payment will be made only for 50 percent of the actual cost of the Facilitator and associated workshop costs.

The fixed price lump sum for this item is believed to be sufficiently large enough to include 50% of the eligible receipted partnering workshop costs. Should the amount of the fixed price lump sum not be sufficient, the State will supplement it as necessary through the order-on-contract process as approved by the Engineer.

The fixed price lump sum figure is not to be altered in any manner by the bidder. Should the bidder alter the amount shown, the altered figure will be disregarded, and the original price will be used to determine the total amount bid for the contract.

A. Partnering. It is the Department's policy to use the principles of partnering to guide the management of construction contracts and the construction program, within the parameters covered by the laws, regulations and other policies that govern work in the public sector.

The partnering principles are intended to promote quality through continuous improvement at all stages of construction. The goal of the Department is to complete each project in the most efficient, timely, safe, and cost-effective manner, to the mutual benefit of the Contractor and the Department, meaning a quality project delivered on time, within budget, and without significant disputes.

Partnering is defined as those actions taken to include all parties with an appropriate and vested interest in a transportation project in the management of the project such that the project is completed in the most efficient, timely, safe, and cost-effective manner for the mutual benefit of all concerned. Those actions include, but are not limited to, communication, organization, establishing goals, continuous improvement, problem identification, conflict resolution, and managing change. Interested parties may include, but are not limited to, the Department, the contractor, subcontractors, suppliers of goods and services to the project, the community within which the project is constructed, the community served by the project, federal, state and local government or other public agencies, and utilities.

None of the actions identified as part of, or taken in the course of partnering shall be construed to alter, modify, delete or waive any of the provisions or requirements of the Department's Standard Specifications or any applicable laws or regulations.

The Department with the Contractor will manage each contract in a cooperative manner utilizing the following principles of project partnering:

• establish communications with all involved parties early in the partnering process;
• establish a relationship of shared trust, equity, and commitment;
• develop strategies for identifying mutual goals;
• develop strategies for timely communications and decision making;
• establish process for timely response to changes or variations in field conditions;
• solve potential problems, at the lowest level, before they negatively impact the project;
• encourage the use of products, technology and processes that provide a demonstrated level of improved quality; and
• develop a plan for periodic joint evaluation based on mutually agreed-on goals.

The specifications are to be implemented in an equitable fashion that recognizes the problems that are inherent in construction, addresses the different-than-expected field condition, resolves disputes in an open communications manner, and makes contract adjustments in a timely, and fair manner consistent with the terms of the contract. These specifications are intended to fairly allocate risk, resulting in a balanced contractual approach to risk-sharing. The Department will provide information relevant to preparation of a bid for the contract, and in connection with submission of its bid, the Contractor has the right to rely on information provided by the Department in the contract documents.