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In partnership with An Assist with Design-Assist and Lean Construction: Closing Design Gaps Through Collaboration Brian Perlberg Executive Director of ConsensusDocs 56 th Annual Meeting of Invited Attorneys Chicago, Illinois May 25 26,


  1. In partnership with An Assist with Design-Assist and Lean Construction: Closing Design Gaps Through Collaboration Brian Perlberg Executive Director of ConsensusDocs 56 th Annual Meeting of Invited Attorneys Chicago, Illinois May 25 – 26, 2017

  2. Why Design-Assist? • Common Goal – Moves complex projects from design to construction for successful project, especially complex envelop design • Proactive Approach – Key subcontractors provide early design support • Collaborative – Typically used with CM at Risk, synonymous with CM@R subcontracting, works well using design- build MEP, plus more 58 th Annual Meeting of Invited Attorneys

  3. Design-Assist Added Value • Utilizes trade contractor expertise EARLIER in the process • Promotes high quality set of design documents • Mitigates RFIs, field issues, and change orders • Avoid redesign • Improves pricing estimating accuracy • Reduces constructability issues • Initial step towards collaborative delivery methods such as IPD • Informs Owner with organized info, earlier 58 th Annual Meeting of Invited Attorneys

  4. Design-Assist Challenges • Competitive Pricing Perception • Design liability • Added time and cost at design phase • Design Professional concerns over diminished design role – “Who is on first, What is on 2 nd” • Subcontractor administration • Procurement limitations • “FreeCon” PreCon = U get what = What you pay for. 58 th Annual Meeting of Invited Attorneys May 20, 2019

  5. ConsensusDocs 541 Design Assist Addendum Published Sept. 2019 58 th Annual Meeting of Invited Attorneys

  6. How is this Different that IPD? Owner Owner CD305 CD 541 CM/ Or Both Design CM/GC DP Prof. GC Key Design Key Consultants Trades Specialty Trade Designers Contractors IPD CD 300 IPDish CD 541 & 305 58 th Annual Meeting of Invited Attorneys

  7. Addendum vs. Silence • Contracting in first collaborative act • Increase alignment among parties • Parameters for Lean behavior and activities • Some Lean methods conflict with standard contract language – Avoid the “two schedule approach” one for the contract and one we really use • Allows enforcement of Lean requirements, but not contract shouldn’t be a collaboration hammer. 58 th Annual Meeting of Invited Attorneys

  8. CD 541 Design Assist Services • Owner’s Program Evaluation • Constructability • Cost Estimating – Fixed vs. Continuous • Value Analysis vs. Value Engineering – The good kind, not just subtracting scope or a race to the bottom • Schedule and Manpower Analysis. 58 th Annual Meeting of Invited Attorneys

  9. Design Assist Subcontractors and Recommendation of Design-Assist Subcontracts • Selection of Design-Assist trades – Which trades? When? How? • Design Coordination – If everyone is in charge, no one is in charge – Avoid weasel words • Design Criteria Standards • Design-Build Trade Packages – Owner, DP, and CM jointly decide which packages will be design-build. 58 th Annual Meeting of Invited Attorneys

  10. CD 541 Design Assist Addendum Overview • BIM • Compensation • Optional risk analysis • Optional production planning – Lean Design – Pull planning leads to pull scheduling. 58 th Annual Meeting of Invited Attorneys

  11. Responsibility Matrix (Example 1) 58 th Annual Meeting of Invited Attorneys

  12. Responsibility Matrix (Example 2) DA ‐ Design Assistance from Sub ‐ Contractor Primary Review Due Date Source Specification Design Criteria for Package Design of major Interfaces Detailed design and Permit Construction Documents (Stamp documents) Contribute toward Permit Construction Documents Fully Coordinated shop drawings Connection Detailing Produce all installation details Produce dimensioned and coordinated 2D drawing Shop Drawings for Review by A/E BIM Models where required for Review by A/E 58 th Annual Meeting of Invited Attorneys

  13. Design-Assist Services Possible Deliverables •Life Cycle Cost Analysis •Sustainable Design Recommendations •Risk Analysis •Design for Production Planning 58 th Annual Meeting of Invited Attorneys

  14. Case Study Academy Museum of Motion Pictures and Sciences – Los Angeles, CA 58 th Annual Meeting of Invited Attorneys

  15. Case Study Academy Museum of Motion Pictures and Sciences – Los Angeles, CA Complex core and shell and envelope design coupled with an aggressive schedule fostered need for design assist subcontracting of Concrete, Architectural Precast, and Steel and Glass Façade. 58 th Annual Meeting of Invited Attorneys

  16. Case Study Academy Museum of Motion Pictures and Sciences – Los Angeles, CA Positives – Early involvement of key subcontractors – Constant collaboration – Earlier budgeting – Earlier focus on constructability, safety, and field issues – Earlier start of mock ups – Earlier cross collaboration among design-assist subcontractors – Earlier generation of shop drawings – Earlier fabrication of materials – Fewer RFI’s and change orders 58 th Annual Meeting of Invited Attorneys

  17. Example of how Design-Assist can help your construction projects final construction . 58 th Annual Meeting of Invited Attorneys

  18. Best in Class Projects • Early involvement of core team • Quals-based selection • Transparency in cost accounting. 58 th Annual Meeting of Invited Attorneys

  19. The “Collabometer” Design Assist “Collabometer” Courtesy of Jack Mumma Michigan State University 58 th Annual Meeting of Invited Attorneys May 20, 2019

  20. Chronology of ConsensusDocs 300 IPD Project 58 th Annual Meeting of Invited Attorneys

  21. Risk Pool Plan Risk Pool Members Owner Risk Pool 58 th Annual Meeting of Invited Attorneys

  22. Program Services & Validation 58 th Annual Meeting of Invited Attorneys

  23. Integrated Design & TVD 58 th Annual Meeting of Invited Attorneys

  24. CD305 Check-the-Box Example 1 58 th Annual Meeting of Invited Attorneys

  25. Construction Phase Lean Features Article 7 of CD 305 –Quality, Standardized Work, PDCA –Material Flow –Information Flow –5S Plan 58 th Annual Meeting of Invited Attorneys

  26. 5S Plan Shine/Sweep Sort Set in Order Standardize Sustain 58 th Annual Meeting of Invited Attorneys

  27. Takeaways • Culture is Important • Conform the Contract to the Process - (not the other way around) • Collaboration and Communication Reduces Risk + Cost of the Risks • Incentivize the Right Behaviors. 58 th Annual Meeting of Invited Attorneys

  28. Questions? For More Info www.ConsensusDocs.org Brian Perlberg Executive Director & Sr. Counsel ConsensusDocs support@consensusdocs.org bperlberg@consensusdocs.org 703-837-5318 866-925-3627 58 th Annual Meeting of Invited Attorneys

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