Partnering and alliance contracts: how to succeed with collaborative contracts.

About the course.

What you learn.

• When it is appropriate to use partnering or alliance contracts
• How a partnering contract should be designed: formulating and regulating contract terms on scope, time, remuneration, contract documents, liability and transparency in procurement and purchasing work
• What is important to consider in partnering in the design and estimating phase (Phase 1)
• What is important to consider in partnering in the execution and production phase (Phase 2)
• How to succeed with collaboration, meeting structure, transparency and joint decision-making in collaborative projects
• What characterises alliance contracts and which conditions are required for them to work
• How risks, liability and profits are shared in alliance contracts according to the agreements on the market
• Insight into international standards for guidance before entering into alliance contracts

How the course is built.

1. 09.00 Welcome and introduction

2. 09.10 Forms of contract, forms of procurement and collaboration

   We start the day by going through important concepts and the differences between them to put partnering and alliancing in context. - Briefly on applicable legislation and the Swedish standard contracts in the construction contracting field - Forms of contract, forms of procurement and collaboration as concepts and phenomena - What partnering means and when partnering is appropriate

3. 10.30 Phase 1: the design and estimating phase in partnering

   During the first phase of a partnering project, design is usually carried out in consultation between the parties and the basis for the product or building is developed. In this session we go through: - Initial choices, for example when the contractor should be engaged and which other actors should take part - How to design a partnering contract - Terms and issues concerning scope, time and remuneration in Phase 1

4. 11.30 Phase 2: the execution and production phase in partnering

   During this phase the contract work is carried out in accordance with the contract that has been drawn up and the documents produced during Phase 1. In this session we go through: - What is required to move on to Phase 2 - Essential contract terms for Phase 2, including contract documents, liability, forms of meetings, times and transparency in procurement and purchasing work

5. 13.00 Phase 2: the execution and production phase in partnering (continued)

   - Continued review of questions concerning financial models (incentives), meeting structure, project management and the key people you need to bring with you into Phase 2 of the project

6. 13:30 Alliance contracts: what, when and why

   - Background and history of the emergence of alliance contracts - Characteristics of alliance contracts compared with other construction and collaboration contracts - When it is appropriate to use alliance contracts - Overview of international terms for alliance contracts - Central terms of alliance contracts and differences from partnering - The alliance contracts available on the Swedish market today and the differences from partnering agreements - Group discussion and joint reflection on the differences between partnering agreements and alliance contracts, the choice of contract, etc.

7. 15.15 Alliance contracts: what, when and why (continued)

8. 16.00 Payment terms and incentive models

   - Review of different payment models for partnering agreements - Incentive and bonus models as a positive driving force for achieving the goals set for the project

9. 16.30 Summary and time for questions

Who is this for?

You who are a client, developer, property developer, project manager, contractor or consultant in the building, civil engineering and property sector, and who take part in procurement, contract negotiation or the execution of projects with in-depth collaboration.