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De-Mystifying the Integrated Form of Agreement

Thursday, November 13, 2014

LCI-Chicago CoP

De-Mystifying the Integrated Form of Agreement

Thursday, November 13, 2014

Time: 3:00 PM to 7:00 PM

Location: Drinker, Biddle & Reath LLP
191 North Wacker Drive
Suite 3700
Chicago, IL  60606

Learn how the Integrated Form of Agreement (IFOA) binds the Architect and Contractor together under a single contract with the Owner to support more collaborative and effective project delivery.  Presenters will share insight and experience with the IFOA over the last ten years on multiple projects that represent nearly $2 billion of work.

Proposed presenter(s):

Paul Reiser, The Boldt Company
Ryan Yoho, The Boldt Company
Randy Haak, The Boldt Company
Justin Weisberg, Arnstein & Lehr LLP

Paul Reiser serves as an Executive Vice President at The Boldt Company with responsibilities that focus on innovative project delivery and construction solutions. He has past experience as the Project Executive on one of the largest integrated projects in the country. Paul has served on the Board of Directors of the Lean Construction Institute and has been instrumental working with LCI in developing the application of Lean principles and processes on projects since 1999.

As project manager Ryan Yoho’s responsibilities begin with the initial project planning and carry through from the startup to completion. He was a key player in one of Boldt’s largest healthcare projects, where his skills were tested and proven in the company’s innovative new methods of project delivery. Ryan’s involvement in the $700 million project was being there to ensure that separate teams on multiple jobs delivered using Boldt’s trademarked, Integrated Lean Project Delivery (ILPD®) method.

As General Counsel at Boldt, Randy Haak negotiates construction contracts, handles construction mediation, and manages litigation and arbitration. Randy has extensive experience in the ILPD™ process and in negotiating ILPD™ contracts with owners, design professionals and trade partners in the United States and Canada. He has also consulted with the AGC to update the ConsensusDoc 300 Standard Multi-Party Integrated Project Delivery (IPD) Agreement. Before joining Boldt he was in private practice focused on Construction Law and served as a mediator of construction claims. 

Justin Weisberg is a Partner at Arnstein & Lehr LLP’s Chicago office and serves as Chair of the firm’s Construction Law Group. Justin focuses his practice on construction law, insurance coverage, and commercial litigation and represents private, public, local, and international clients in a variety of construction-related transactions and litigation matters. He has been published and has spoken extensively on the subject of construction for a number of legal and industry professional societies and associations. 

Part 1: Presentation

IFOA Overview:
Review of IFOA Sections and Relevance to Integrated Project Delivery

▪ Project Fundamentals
   -  Owner Value Definition
   -  Lean Project Delivery

• Integrated Project Delivery Team
   -  Team Purpose, Structure & Standard of Care

▪ Project Leadership/Core Team

▪ Trade Partners & Consultants
   -  Early Involvement
   -  Integrated Design and Detailing
   -  Shared Risk and Reward

▪ Preconstruction Collaboration & Integration
  -  Behavior/Meetings/Scope of Preconstruction Services

▪ Project Planning & Scheduling
  -  Last Planner System®

▪ Owner Provided information
  -  Business Case, Legal Requirements, Responsibility Matrix

▪ Target Value Design
  -  Designing to the Target Cost

▪ Development of Design
  -  Pull Based Design & Production
  -  Role of CM/GC & Trade Partners

▪ Value Engineering & Constructability

▪ Integrated Financial Management
  -  Estimated Maximum Price
  -  At-Risk Pool

▪ Construction Delivery & Execution

▪ Special Considerations
  -  Insurance, Limits of Liability, Warranty, Audits, Bonds, Indemnity

Part 2: Question & Answer
A Panel with Legal and Practical Experience in IFOA Contracting will answer questions.

Part 3: Path Forward & Table Talk
Participants will discuss at their tables, and then share major points regarding the advantages
and challenges of working within an Integrated Form of Agreement.


$75 = LCI / AGC / AIA / COAA Member or guest
$85 = Non-Member
$55 = Faculty Member
$20 = Students


Maximizing Client Value through Project Collaboration: Best Practices & Lessons Learned

Thursday, August 14, 2014

LCI-Chicago CoP

Maximizing Client Value through Project Collaboration: Best Practices and Lessons Learned

Date: Thursday, August 14, 2014

Time: 3:00 PM to 7:00 PM

Location: Drinker, Biddle & Reath LLP
191 North Wacker Drive
Suite 3700
Chicago, IL  60606

Palos Community Hospital, located south of Chicago in Palos Heights, IL, recently embarked on a massive expansion of a 400,000 SF, seven-story tower that modernized the decades-old facility to make life easier for staff and patients.  Currently under construction, the second phase of the project will include conversion of semi-private rooms to private rooms, which is expected to be done by 2016. The hospital will end up with 433 patient beds.

The project team will provide a dynamic, in-depth discussion based on best practices and insights learned from this massive healthcare project.  They will explore the benefits and challenges and identify different ways the team found continuous process improvements. Learn “why” and discuss “how” the team chose to utilize Lean tools.  Illustrations of activities, photos and BIM examples will be showcased, coupled with insights into how the team overcame challenges they encountered along the way.

Panel members include:

John Scarano – Palos Community Hospital – Owner

Bill Rudd – MCA – Architect

Pete Todd – Boldt Consulting – Owner’s Rep


Mark Akers - For 20 years, Mark has been putting his construction expertise to work for clients across the Midwest, specializing in the construction of healthcare, laboratory and medical office projects.  Mark has been with Pepper Construction since 1996, and is currently leading the collaborative team at Palos Community Hospital as they modernize the campus to serve future generations.  In addition to leading the construction process, Mark adds his years of knowledge to the preconstruction process, maximizing value at every opportunity. 

Some of Mark’s other notable projects include:  Loyola University Medical Center Hospital Expansion and The Bellevue Hospital replacement in Bellevue, Ohio.  Mark earned his bachelor’s of science degree in Building Construction and Contracting from Purdue University in Lafayette, Indiana.


3:00 – 3:15 Registration
3:15 – 5:15 Presentation
5:15 – 6:00 Open Discussion and Q&A
6:00 – 7:00 Networking & Cocktail Hour


$75 = LCI / AGC / AIA / COAA Member or guest
$85 = Non-Member
$55 = Faculty Member
$20 = Students


BP: Implementing Lean Construction Methods at the Whiting Refinery

Thursday, February 20, 2014

Learn how British Petroleum (BP) successfully implemented numerous Lean techniques in a complex environment that largely involves revamp work on live operating units. Whiting Refinery is located just south of Chicago near the Indiana border. The site processes over 400,000 barrels of crude oil per day and has over 20 active construction sites at any given point in time. The refinery had a history of ad hoc planning that resulted in countless starts and stops and negatively impacted productivity and performance. The Capital Projects Group had not hit an annual spend target in more than five years. Then, in 2010, BP became committed to changing their performance. To achieve their goals, they implemented several Lean techniques, including make ready work tools, pull planning, and weekly work planning, and began measuring their performance using Percent Plan Complete (PPC) and earned value. Their commitment to Lean paid off – in 2012, the Capital Project Group hit their annual spend target the first time in more than five years. Furthermore, they achieved a 17% improvement in their Schedule Performance Index and have experienced an average PPC of 74%. Learn more about BP’s amazing Lean journey that resulted in significant improvements during the first two years that Lean techniques were implemented.

LCI Chicago >> Lean Concepts Across Delivery Methods: Driving Collaboration

Thursday, August 08, 2013

"Stop the Treasure Hunts-Applying the 5S's for Lean Construction"

Thursday, November 15, 2012

"Last Planner System for Design"

Thursday, September 13, 2012

"Target Value Design with Advanced Practices"

Thursday, June 14, 2012

"Executive Summary of Lean Construction"

Thursday, March 22, 2012

"Intro to Lean and Possibilities"

Thursday, November 17, 2011