Making sense of the multi-party contractual arrangements of project partnering, project alliancing and integrated project delivery

Construction Management and Economics

Volumn 30, Issue 1, 2012, Pages 57-79

  Lahdenperä, Pertti ^a  

^a VTT TECHNICAL RESEARCH CENTRE OF FINLAND   (Finland)

Author keywords

alliancing; comparison; integrated project delivery; Partnering; relational contracting

Indexed keywords

ALLIANCING; COMPARISON; INTEGRATED PROJECT; PARTNERING; RELATIONAL CONTRACTING;

CONSTRUCTION; PROJECT MANAGEMENT;

CONSTRUCTION INDUSTRY;

COMPARATIVE STUDY; CONSTRUCTION; DECISION MAKING; INTEGRATED APPROACH; PARTNERSHIP APPROACH; PROJECT MANAGEMENT;

EID: 84857023802     PISSN: 01446193     EISSN: 1466433X     Source Type: Journal    
DOI: 10.1080/01446193.2011.648947     Document Type: Article

References (134)

1. The Association of Consultant Architects. 2008a. Introduction to Pricing under PPC2000 for Use with ACA Project Partnering Contracts PPC2000 and PPC International, Bromley: The Association of Consultant Architects (ACA).
2. The Association of Consultant Architects. 2008b. PPC2000: ACA Standard Form of Contract for Project Partnering, Bromley: The Association of Consultant Architects (ACA).
3. The Association of Consultant Architects. 2008c. SPC2000: ACA Standard Form of Specialist Contract for Project Partnering, Bromley: The Association of Consultant Architects (ACA).
4. Ackoff, R. 1974. "Beyond problem solving". In General Systems. Yearbook of the Society for General Systems Research, Part VI: Obiter Dicta, Edited by: Rapoport, A. Vol. 19, 237-239. Washington, DC: Society for General Systems Research.
5. AIA Trust (2010) New project-based IPD insurance coverage is available. AIA Trust Newsletter, October (Professional Liability and Risk Management).
6. Akintoye, A., Beck, M., Hardcastle, C., Chinyio, E. and Assenova, D. 2001. Framework for risk assessment and management of private finance initiative projects, Glasgow: Glasgow Caledonian University.
7. Alfen, H., ed. 2009. Public-Private Partnership in Infrastructure Development: Case Studies from Asia and Europe, Weimar: Bauhaus-Universität Weimar.
8. Alhazmi, T. and McCaffer, R. 2000. Project procurement system selection model. Journal of Construction Engineering and Management, 126(3): 176-184.
9. American Institute of Architecture (2006) Integrated Project Delivery: Frequently Asked Questions, AIA California Council, Sacramento, CA (updated thereafter at least November 2008).
10. American Institute of Architecture. 2007. Integrated Project Delivery: A Guide, Sacramento, CA: AIA National and AIA California Council.
11. American Institute of Architecture. 2008. Integrated Project Delivery: Frequently Asked Questions, Sacramento, CA: AIA California Council.
12. American Institute of Architecture. 2009a. Experiences in Collaboration: On the Path to IPD, Sacramento, CA: AIA National and AIA California Council.
13. American Institute of Architecture. 2009b. Standard Form Multi-party Agreement for Integrated Project Delivery. C191-2009, Washington, DC: The American Institute of Architects (AIA). Sacramento, CA
14. Arup (2008) Partnering Contract Review, Report of 25 September 2008, Office of Government Commerce (OGC), London.
15. Ashcraft, H. 2009. Negotiating an Integrated Project Delivery Agreement, San Francisco: HansonBridgett.
16. Australian Constructors Association. 1999. Relationship Contracting: Optimising Project Outcomes, North Sydney: Australian Constructors Association (ACA).
17. Autodesk (2008) Improving Building Industry Results through Integrated Project Delivery and Building Information Modeling, Autodesk White Paper, Autodesk Building Solutions, San Rafael.
18. Ballard, G. and Howell, G. 2005. Relational contracting and lean construction. Lean Construction Journal, 2(1): 1-4.
19. Ballard, G. and Reiser, P. (2004) The St. Olaf College Fieldhouse Project: a case study in designing to target cost. Paper presented at the 12th Annual Conference of the International Group of Lean Construction, Elsinore, Denmark, 3-5 August.
20. Barlow, J. 2000. Innovation and learning in complex offshore construction projects. Research Policy, 29: 973-989.
21. Barlow, J., Cohen, M., Jashapara, A. and Simpson, Y. 1997. Towards Positive Partnering: Revealing the Realities in the Construction Industry, Bristol: The Policy Press.
22. Bennett, J. and Baird, A. 2001. NEC and Partnering: The Guide to Building Winning Teams, London: Thomas Telford.
23. Bennett, J. and Jayes, S. 1995. Trusting the Team: The Best Practice Guide to Partnering in Construction, Reading: Centre for Strategic Studies in Construction, University of Reading.
24. Bennett, J., Flanagan, R. and Norman, G. 1987. Capital & Countries Report: Japanese Construction Industry, Reading: Centre for Strategic Studies in Construction, University of Reading.
25. Bernstein, P. and Pittman, J. (2004) Barriers to the adoption of building information modeling in the building industry. Autodesk White Paper, Autodesk Building Solutions, San Rafael.
26. Blayse, A. and Manley, K. 2004. Key influences on construction innovation. Construction innovation, 4: 143-154.
27. Bresnen, M. 2010. Keeping it real? Constituting partnering through boundary objects. Construction Management and Economics, 28(6): 615-628.
28. Bresnen, M. and Marshall, N. 2000. Partnering in construction: a critical review of issues, problems and dilemmas. Construction Management and Economics, 18(2): 229-237.
29. Broom, J. 2002. Procurement Routes for Partnering: A Practical Guide, London: Thomas Telford.
30. Carbasho, T. (2008) Integrated project delivery improves efficiency, streamlines construction. Tradeline, 16 July, available athttp://www.tradelineinc.com
31. Cheng, R., Dale, K., Aspenson, A. and Salmela, K. 2011. IPD Case Studies, Minneapolis: AIA, AIA Minnesota, School of Architecture, University of Minnesota.
32. Cheung, S., Yiu, K. and Chim, P. 2006. How relational are construction contracts?. Journal of Professional Issues in Engineering Education and Practice, 132(1): 48-56.
33. Construction Industry Board (1997) Partnering in the Team, Report by Working Group 12 of the Construction Industry Board (CIB), Thomas Telford, London.
34. Construction Industry Council. 2005a. A Guide to Partnering Workshops, London: Construction Industry Council (CIC).
35. Construction Industry Council. 2005b. Selecting the Team, London: Construction Industry Council (CIC).
36. Construction Industry Institute (1991) In Search of Partnering Excellence, SP17-1, Construction Industry Institute (CII), Austin.
37. Clifton, C. and Duffield, C. 2006. Improved PFI/PPP service outcomes through the integration of alliance principles. International Journal of Project Management, 24(7): 573-586.
38. Cohen, J. 2010. Integrated Project Delivery: Case Studies, AGC California and McGraw-Hill: AIA National, AIA California Council.
39. Colledge, B. 2005. Relational contracting creating-value beyond the project. Lean Construction Journal, 2(1): 30-45.
40. ConsensusDOCS. 2007. Standard Form of Tri-Party Agreement for Collaborative Project Delivery, Arlington: ConsensusDOCS.
41. Dal Gallo, L., O'Leary, S. and Louridas, L. 2009. Comparison of Integrated Project Delivery Agreements, San Francisco: HansonBridgett.
42. Darrington, J. and Lichtig, W. 2010. Rethinking the 'G' in GMP: why estimated maximum price contracts make sense on collaborative projects. The Construction Lawyer, 30(2): 29-39. 51
43. Department of Infrastructure and Transport. 2011. National Alliance Contracting Guidelines: Guide to Alliance Contracting, Canberra: Australian Government, Department of Infrastructure and Transport.
44. Dorsey, R.W. 1997. Project Delivery Systems for Building Construction, Washington, DC: Associated General Contractors of America.
45. Department of Treasury and Finance. 2009a. In Pursuit of Additional Value: A Benchmarking Study into Alliancing in the Australian Public Sector, Melbourne, Victoria: Department of Treasury and Finance.
46. Department of Treasury and Finance (2009b) Insurance in alliance contracting: selling insurable risks. Guidance Note No. 2, Department of Treasury and Finance (DTF), Melbourne, Victoria.
47. Department of Treasury and Finance. 2010a. Alliance Development Agreement (Model ADA), Melbourne, Victoria: Department of Treasury and Finance (DTF).
48. Department of Treasury and Finance (2010b) Key risk areas and trade offs. Guidance Note No. 3. Department of Treasury and Finance (DTF), Melbourne, Victoria.
49. Department of Treasury and Finance (2010c) The Model PAA (Project Alliance Agreement). Department of Treasury and Finance (DTF), Melbourne, Victoria. Separately published Appendix A to the Guide.
50. Department of Treasury and Finance. 2010d. The Practitioners' Guide to Alliance Contracting, Melbourne, Victoria: Department of Treasury and Finance (DTF).
51. Eriksson, P. 2010. Partnering: what is it, when should it be used, and how should it be implemented?. Construction Management and Economics, 28(9): 905-917.
52. Gehrig, D. Alternative project delivery methods for public works projects in California. Paper presented at Lean in Public Sector Construction Projects. March26-27, Berkeley, CA.
53. Greenham, P. 2007. Alliancing: A Glimpse of the Real World View, Melbourne: Minter Ellison.
54. Hauck, A., Walker, D., Hampson, K. and Peters, R. 2004. Project alliancing at National Museum of Australia collaborative process. Journal of Construction Engineering and Management, 130(1): 143-152.
55. Hartmann, A., Davies, A. and Frederiksen, L. 2010. Learning to deliver service-enhanced public infrastructure: balancing contractual and relational capabilities. Construction Management and Economics, 28(11): 1165-1175.
56. Heidemann, A. and Gehbauer, F. (2010) Cooperative project delivery in an environment of strict design-bid-build tender regulations. Paper presented at IGLC-18, Haifa, Israel, 14-16 July.
57. Hellard, R. 2002. Project Partnering: Principle and Practice, London: Thomas Telford.
58. Holmen, E., Pedersen, A.-C. and Torvatn, T. 2005. Building relationships for technological innovation. Journal of Business Research, 58(9): 1240-1250.
59. Kadefors, A., Björlinson, E. and Karlsson, A. 2007. Procuring service innovations: contractor selection for partnering projects. International Journal of Project Management, 25(4): 375-385.
60. Khemlani, L. (2009) Sutter Medical Center Castro Valley: case study of an IPD project. AECbytes 'Building the Future' Article, 6 March, available at http://www.aecbytes.com/buildingthefuture/2009/Sutter_IPDCaseStudy.html.
61. Knott, T. 1996. No Business as Usual: An Extraordinary North Sea Result, London: The British Petroleum Company.
62. Konchar, M. and Sanvido, V. 1998. Comparison of US project delivery systems. Journal of Construction Engineering and Management, 124(6): 435-444.
63. Koppinen, T. and Lahdenperä, P. (2004) Road sector experiences on project delivery methods. VTT Research Notes 2260, Technical Research Centre of Finland (VTT), Espoo.
64. KPMG. 1998. Project Alliances in the Construction Industry, Sydney: NSW Department of Public Works & Services.
65. Krumm, J. 2001. History of real estate management from a corporate perspective. Facilities, 19(7/8): 276-286.
66. Kumaraswamy, M., Anvuur, A. and Rahman, M. 2005. "Balancing contractual and relational approaches for PPP success and sustainability". In Proceedings of the Conference on Public Private Partnerships: Opportunities and Challenges, Edited by: Ng, T., Poon, S. and Rahman, M. 104-114. Hong Kong: The University of Hong Kong and Civil Division of HKIE. 22 February
67. Laan, A., Voordijk, H. and Dewulf, G. 2011. Reducing opportunistic behaviour through a project alliance. International Journal of Managing Projects in Business, 4(4): 660-679.
68. Lahdenperä, P. and Koppinen, T. 2009. Financial analysis of road project delivery systems. Journal of Financial Management of Property and Construction, 14(1): 61-78.
69. Larson, E. 1995. Project partnering: results of study of 280 construction projects. Journal of Management in Engineering, 11(2): 30-35.
70. Latham, M. (1994) Constructing the Team, Final Report of the Government/Industry Review of Procurement and Contractual Arrangements in the UK Construction Industry, HMSO, London.
71. Le Masurier, J., Wilkinson, S. and Shestakova, Y. An analysis of the alliancing procurement method for reconstruction following earthquake. Paper presented at the 8th National Conference on Earthquake Engineering. April18-22, San Francisco, CA.
72. Leiringer, R. and Bröchner, J. 2010. Editorial: service-led construction projects. Construction Management and Economics, 28(11): 1123-1129.
73. Levy, S. 1990. Japanese Construction: An American Perspective, New York: Van Nostrand Reinhold.
74. Lichtig, W. 2005. Sutter Health: developing a contracting model to support project delivery. Lean Construction Journal, 2(1): 105-112.
75. Lichtig, W. 2006. The integrated agreement for lean project delivery. Construction Lawyer, 26(3): 25-32. 53
76. Liu, A. and Fellows, R. 2001. An Eastern perspective on partnering. Engineering, Construction and Architectural Management, 8(1): 9-19.
77. Loraine, R. 1994. Project specific partnering. Engineering, Construction and Architectural Management, 1(1): 5-16.
78. Love, P., Skitmore, M. and Earl, G. 1998. Selecting a suitable procurement method for a building project. Construction Management and Economics, 16(2): 221-233.
79. Love, P., Mistry, D. and Davis, P. 2010. Price competitive alliance projects: identification of success factors for public clients. Journal of Construction Engineering and Management, 136(9): 947-956.
80. Macneil, I. and Campbell, D. 2001. The Relational Theory of Contract: Selected Works of Ian Macneil, London: Sweet & Maxwell.
81. Mahdi, I. and Alreshaid, K. 2005. Decision support system for selecting the proper project delivery method using analytical hierarchy process (AHP). International Journal of Project Management, 23(7): 564-572.
82. Manley, K. 2002. Partnering and alliancing on road projects in Australia and internationally. Road and Transport Research, 11(3): 46-60.
83. Masterman, J. 1992. An Introduction to Building Procurement Systems, London: E & FN Spon.
84. Matthews, O. and Howell, G. 2005. Integrated project delivery: an example of relational contracting. Lean Construction Journal, 2(1): 46-61.
85. Mauck, R., Lichtig, W., Christian, D. and Darrington, J. (2009) Integrated project delivery: different outcomes, different rules. Paper presented at the 48th Annual Meeting of Invited Attorneys, Victor O. Schinnerer & Company, May.
86. McIntyre, M. (ed.) (1995) Partnering. Changing attitudes in construction. The Associated General Contractors of America, Washington DC. AGC Publication No. 1225.
87. Morwood, R., Scott, D. and Pitcher, I. 2008. Alliancing: A Participant's Guide, Brisbane: Maunsell AECOM.
88. Mosey, D. 2003. Guide to the ACA Project Partnering Contracts PPC 2000 and SPC 2000, Bromley: The Association of Consultant Architects (ACA).
89. Mosey, D. 2009. Early Contractor Involvement in Building Procurement: Contracts, Partnering and Project Management, Chichester: Wiley-Blackwell.
90. Mosey, D., ed. 2010. 10 Years of Partnering Contracts: PPC2000/TPC2005, Bromley: The Association of Consultant Architects (ACA).
91. Naoum, S. 2003. An overview into the concept of partnering. International Journal of Project Management, 21(1): 71-76.
92. National Association of State Facilities (2010) Integrated Project Delivery for Public and Private Owners, National Association of State Facilities Administrators (National Association of State Facilities), Construction Owners Association of America (COAA), The Association of Higher Education Facilities Officers (APPA), Associated General Contractors of America (AGC) and American Institute of Architects (AIA). Available athttp://www.agc.org/galleries/projectd/IPD%20for%20Public%20and%20Private%20Owners.pdf
93. Ng, A. and Loosemore, M. 2007. Risk allocation in the private provision of public infrastructure. International Journal of Project Management, 25(1): 66-76.
94. Nicholson, J. 1991. Rethinking the competitive bid. Civil Engineering, 61(1): 66-68.
95. NSW Government. 2008. Contracts Used for Construction Projects: Procurement Practice Guide, Sydney: New South Wales Government.
96. Nyström, J. 2005. The definition of partnering as a Wittgenstein family-resemblance concept. Construction Management and Economics, 23(5): 473-481.
97. O'Connor, P. 2009. Integrated Project Delivery: Collaboration through New Contract Forms, Minneapolis: Faegre & Benson.
98. Oyentunji, A. and Anderson, S. 2006. Relative effectiveness of project delivery and contract strategies. Journal of Construction Engineering and Management, 132(1): 3-13.
99. Pakkala, P., de Jong, W. and Äijö, J. (2007) International overview of innovative contracting practices for roads. Monograph, Finnish Road Administration, Helsinki.
100. Parker, D. and Hartley, K. 2003. Transaction costs, relational contracting and public private partnerships: a case study of UK defence. Journal of Purchasing and Supply Management, 9(3): 97-108.
101. Parrott, B. and Bomba, M. 2010. Integrated project delivery and building information modelling: a new breed of contract. PCI Journal, Fall: 147-153.
102. Pishdad, P. and Beliveau, Y. Integrating multi-party contracting risk management (MPCRM) model with building information modeling (BIM). Paper presented at CIB W78: 27th International Conference on Applications of IT in the AEC Industry. November16-19, Cairo, Egypt.
103. Post (2008) Relational contract already used as a model. ENR (The Top 25 Newsmakers of 2007: William A. Lichtig), January, 7/14, p. 47.
104. Post (2010) Integrated-project-delivery boosters ignore many flashing red lights. ENR, 5 May, pp. 22-25.
105. Pressman, A. (2007) Integrated practice in perspective: a new model for the architectural profession. Architectural Record, May, pp. 116-20.
106. Queensland Department of Public Works. 2008. Procurement Strategy and Contract Selection: Capital Works Management Framework, Brisbane: Queensland Government.
107. Rahman, M. and Kumaraswamy, M. 2002. Joint risk management through transactionally efficient relational contracting. Construction Management and Economics, 20(1): 45-54.
108. Raisbeck, P., Millie, R. and Maher, A. (2010) Assessing integrated project delivery: a comparative analysis of IPD and alliance contracting procurement routes, in Egbu, C. (ed.) Proceedings of the 26th Annual ARCOM Conference, Leeds, UK, 6-8 September, Association of Researchers in Construction Management, Reading, Vol. 2, pp. 1019-28.
109. Roehrich, J. and Lewis, M. 2010. Towards a model of governance in complex (product-service) inter-organizational systems. Construction Management and Economics, 28(11): 1155-1164.
110. Ross, J. Making sure a project alliance delivers on its promise. Paper presented at the IQPC Alliance Contracting Conference. October26-27, Melbourne, Australia.
111. Ross, J. 2006. Project Alliancing: Practitioners' Guide, Melbourne, Victoria: The Department of Treasury and Finance.
112. Ross, J. (2008) Price competition in the alliance selection process: 9 reasons why I favour the single DCT approach-a personal perspective. Pre-reading for Infrastructure Delivery Alliance Forum, Perth, Main Roads Western Australia, East Perth, 9 April.
113. Rowlinson, S. and Cheung, F. A review of concepts and definitions of the various forms of relational contracts. Paper presented at the International Symposium of the CIB W92 on Procurement Systems 'Project Procurement for Infrastructure Construction'. January7-10, Chennai, India.
114. Rowlinson, S., Cheung, F., Simons, R. and Rafferty, A. 2006. Alliancing in Australia-no-litigation contracts: a tautology?. Journal of Professional Issues in Engineering Education and Practice, 132(1): 77-81.
115. Rutten, M., Dorée, A. and Halman, J. 2009. Innovation and interorganizational cooperation: a synthesis of literature. Construction Innovation, 9(3): 285-297.
116. Sakal, M. 2005. Project alliancing: a relational contracting mechanism for dynamic projects. Lean Construction Journal, 2(1): 67-79.
117. Saunders, K. and Mosey, D. 2005. PPC2000: Association of Consultant Architects standard form of project partnering contract. Lean Construction Journal, 2(1): 62-66.
118. Scott, B. 2001. Partnering in Europe: Incentive Based Alliancing for Projects, London: Thomas Telford.
119. Stehbens, K., Wilson, O. and Skitmore, M. (1999) Partnering in the Australian construction industry: breaking the vicious circle, in Bowen, P. and Hindle, R. (eds) CIB W55 and W65 Joint Triennial Symposium Customer Satisfaction: A Focus for Research and Practice, Cape Town, South Africa, 5-10 September, pp. 195-201.
120. Stradia (2009) Partnering Contracts Compared, Stradia Ltd, Sheffield.
121. Tanner, V. (1998) Quality makes the grade at Chiba. Design-Build, January, 12-31.
122. Thompson, M. 2010. "Uptake, application and best practices in stakeholder management". In Construction Stakeholder Management, Edited by: Chinyio, E. and Olomolaiye, P. 56-64. Chichester: Wiley-Blackwell.
123. Thomsen, C. (2006) Project Delivery Processes, 3D/I, Houston.
124. Thomsen, C., Darrington, J., Dunne, D. and Lichtig, W. 2009. Managing Integrated Project Delivery, McLean, VA: Construction Management Association of America (CMAA).
125. Tiwari, S., Odelson, J., Watt, A. and Khanzole, A. (2009) Model based estimating to inform target value design. AECbytes 'Building the Future' Article, 12 August, available athttp://www.aecbytes.com/buildingthefuture/2009/ModelBasedEstimating.html
126. Tyler, A. and Matthews, J. An evaluation of definitions and key elements of partnering. Paper presented at the RICS International Research Conference Cobra 1996. September19-20, University of West England, Bristol.
127. Vandermerwe, S. and Rada, J. 1988. Servitization of business: adding value by adding services. European Management Journal, 6(4): 314-324.
128. VicRoads (2005) Request for Proposals: Tullamarine-Calder Interchange Project. Contract No. 6212. VicRoads, Kew, VIC.
129. Walker, D. and Hampson, K., eds. 2003. Procurement Strategies: A Relationship-based Approach, Oxford: Blackwell Science.
130. Walker, D., Hampson, K. and Peters, R. 2002. Project alliancing vs project partnering: a case study of the Australian National Museum Project. Supply Chain Management, 7(2): 83-91.
131. Weston, D. (1992) An analysis of project performance for partnering projects in the US Army Corps of Engineers, MSc thesis, University of Texas.
132. Weston, D. and Gibson, G. 1993. Partnering-project performance in US Army Corps of Engineers. Journal of Management in Engineering, 9(4): 410-425.
133. Yeung, J., Chan, A. and Chan, D. 2007. The definition of alliancing in construction as a Wittgenstein family-resemblance concept. International Journal of Project Management, 25: 219-231.
134. Zheng, J., Roehrich, J. and Lewis, M. 2008. The dynamics of contractual and relational governance. evidence from long-term public-private procurement arrangements. Journal of Purchasing and Supply Management, 14(1): 43-54.