Construction Industry Institute

Construction Industry Institute CII Webinar Series Webinar 1 How to Participate in CII Academic Committee January 27, 2014

CII Academic Community Webinars • Webinar 1 – January 27, 2:00 – 4:00 PM CST “How to Participate in CII” • Webinar 2 – February 3, 2:00 – 4:00 PM CST “The CII Proposal Process” • Webinar 3 – April 22, 2:00 – 4:00 CDT (Tentative) “How to Successfully Execute a CII Project”

Agenda • Introduction to CII – Slides 4 to 13 • CII Knowledge Processes, Practices, and Structure – Slides 14 to 17 • CII Committee Structure – Slides 18 to 44 • Research Process Overview – Slides 45 to 50 • Questions, Answers and Discussion - Slides 51 to 52

CII is a research institute of leading owners, contractors, and academics working together to advance the business effectiveness and sustainability of the world’s capital facilities.

CII is the recognized research institute for the construction industry, dedicated to improving the business effectiveness and sustainability of capital facilities delivery. CII’s commitment is to create knowledge that increases every member’s business success. The active participation of industry leaders in CII leads to breakthroughs in the lifecycle value of capital facilities. CII Vision

CII Purpose To measurably improve the delivery of capital facilities.

CII Mission Increase the participation level within CII to expand the global competitive advantage realized through active involvement and effective use of research findings, including CII Best Practices. Add value for members by enhancing the business effectiveness and sustainability of the capital facility life cycle through CII research and related initiatives. CII Annual Report

CII Website

CII Today • 139 member companies • More than 54 universities • More than 500 research products • 18 active research teams • 14 standing committees • Hundreds of active participants

Owner Members Abbott Air Products and Chemicals Ameren American Transmission Anglo American Anheuser-Busch InBev Aramco Services ArcelorMittal Architect of the Capitol BP America Cameco Corp. Cargill Chevron CITGO Petroleum ConocoPhillips Consolidated Edison Co of NY Dow Chemical DTE Energy DuPont Eastman Chemical Ecopetrol S.A. Eli Lilly Eskom Holdings Ltd. Praxair Proctor & Gamble Public Service Electric & Gas Co. Reliance Industries Ltd (RIL) SABIC Sasol Technology Shell Global Solutions US Smithsonian Institution Southern Company Statoil ASA SunCoke Energy Teck Resources Ltd. Tennessee Valley Authority TransCanada Corporation U.S. Army Corps of Engineers U.S. Dept. of Commerce/NIST/EL U.S. Dept. of Defense/Tricare Mngt Act. U.S. Dept. of Energy U.S. Dept. of Health & Human Services U.S. Dept. of State U.S. Dept. of Veterans Affairs Vale S.A. The Williams Companies, Inc. ExxonMobil General Electric General Motors GlaxoSmithKline Global Infrastructure Partners Huntsman Corporation Intel Corporation International Paper Irving Oil Kaiser Permanente Koch Industries Linde North America LyondellBasell Marathon Petroleum Co. NASA NOVA Chemicals Occidental Petroleum Ontario Power Generation Petrobras PetroleosMexicanos Petroliam NasionalBerhad Phillips66

Contractor Members POWER Engineers, Inc. Quality Execution Inc. Richard Industrial Group The Robins & Morton Group S&B Engineers and Const. SBM Offshore SKEC USA, Inc. SNC-Lavalin Technip Tenova TOYO-SETAL Engenharia Ltd. URS Corporation Victaulic Company Walbridge WanzekConstruction WESCO International, Inc. Wilhelm Construction, Inc. Wilbros United States Holdings Wood Group Mustang WorleyParsons Zachry Zurich Alstom Power AMEC Audubon Engineering Co. L.P. AZCO Inc. Baker Concrete Construction Barton Malow Co. Bechtel Group Bentley Systems Bilfinger Industrial Services Black & Veatch Burns & McDonnell CB&I CCC Group CDI Engineering Solutions CH2M HILL Coreworx CSA Central, Inc. Day & Zimmermann Dresser-Rand Company Emerson Process Management eProject Management Faithful+Gould Fluor Foster Wheeler USA Gross Mechanical Contractors GS Engineering & Construction Hargrove Engineers + Const. Hatch Hilti IHI E&C Int’l Corp. IHS Industrial ContractorsSkanska International Rivers Consulting Jacobs JMJ Associates JV Driver Projects, Inc. KBR Kvaerner NA Construction Lauren Engineers & Constructors Leidos Constructors, L.L.C. Matrix Service Co. McCarthy Building McDermott International Midwest Steel Inc. Parsons Pathfinder

Universities Performing Research 1983-2012 University of Alabama Arizona State University University of Arkansas Auburn University Baylor University Bucknell University University of California-Berkeley Carnegie Mellon University University of Cincinnati Clemson University University of Colorado-Boulder Colorado State University Columbia University Drexel University East Carolina University University of Florida Florida International University Georgia Institute of Technology University of Houston University of Illinois Illinois Institute of Technology Iowa State University University of Kansas University of Kentucky Lehigh University University of Maryland University of Michigan University of Milwaukee-Wisconsin Michigan State University Mississippi State University University of New Mexico North Carolina State University North Dakota State University Northeastern University Ohio University Oklahoma State University Oregon State University The Pennsylvania State University University of Pittsburgh Purdue University Polytechnic University of New York San Diego State University San Jose State University Stanford University State University of New York-Albany Vanderbilt University Virginia Tech Texas A&M University The University of Texas at Austin* Tsinghua University University of Washington University of Waterloo University of Wisconsin-Madison Worcester Polytechnic Institute Bold – Current Research * Headquarters and founding university

Construction Industry Institute • Non-governmental/non-profit • Voluntary organization • Small staff approx 20 people • Over 700 volunteers from industry • Collaboration with over fifty universities

CII Knowledge Processes Knowledge Creation Research to define best practices, breakthroughs, and industry norms. Management, organization, and assessment of the 500-plus CII documents and publications. Dissemination through publications, implementation guides, educational materials, courses, workshops, and conferences. Knowledge Management Knowledge Assessment Knowledge Dissemination Assessment of the impact of CII practices through benchmarking.

Examples of CII Practices (Research Findings) • Design/ Construction/ Startup Phases • Craft Productivity Practices • Design for Maintainability • Design for Safety • Engineering Productivity Measurement • Leveraging Technology • Piping Design • Project Life • Cost & Schedule Control • Employee Incentives • Fully Integrated & Automated Project Processes (FIAPP) • Global Project Control & Mgmt Systems • Management of Education & Training • Managing Workers’ Compensation • Project Health Assessment • Small Projects Execution Project Planning Phase • Attract and Maintain Skilled Workers • Automated Identification • Construction Input in Front End Planning • Effective Use of Global Engineering Workforce • Environmental Remediation Management • Equitable Risk Allocation • Information Integration • International Project Risk Assessment • Leader Selection • Modularization/Preassembly • Organizational Work Structure • Project Delivery and Contract Strategies • Project Security • Project Teams • Technology Implementation • Value Management • Work Process Simulation

CII Organization Board of Advisors Strategic Planning Committee Executive Committee Knowledge Assessment KnowledgeManagement Knowledge Creation Knowledge Dissemination Special Functions Implementation Strategy Committee Professional Development Committee Benchmarking & Metrics Committee Knowledge Management Committee Alliances Conference Committee Finance Committee Membership Committee Nominating Committee Research Committee Academic Committee Breakthrough Strategy Committee Research Teams Communities of Practice Product Review Board Strategic Communications Committee Industry-Sector Benchmarking Standing Committees

Research Support Staff Steve Thomas Associate Director Kristi Delaney Sr. Program Coordinator • Jacqueline Thomas • Technical Writer/Editor

CII Standing Committees • Executive • Research • Academic • Benchmarking & Metrics • Implementation Strategy • Professional Development • Knowledge Management • Strategic Communications • Breakthrough Strategy

Executive Committee Purpose: • Represents the Board of Advisors • Provides leadership and direction for all Institute activities in accordance with the Strategic Plan and Governance Plan. • Appoints committee chairman that are not elected. • Approves membership appointments. • Creates Ad Hoc committees when necessary.

Research Committee Randy Abdallah, Walbridge Bruce Beck, Eli Lilly and Company Richard Bonner, Eastman Chemical Dr. John Borcherding, University of Texas at Austin Barry Christen, URS Corporation, Chair Carol Conomos, Dresser-Rand Company Chad Dorgan, McCarthy Building Jim Gibson, Alstom Power Dr. Daniel Halpin, Professor Emeritus, Purdue University Don Leinweber, Mustang Engineering Tom Napier, USACE Brian Rhoades, Hargrove Engineers + Constructors Cindy Richartz, Abbott Diego Romero, Teck Resources, Ed Ruane, Fluor Danny Scott, Yates Construction Edward Sparks, Worley Parsons Michael Stewart, Bechtel Stan Tripp, ConocoPhillips, Vice-Chair David Wolfson, Air Products and Chemicals,

Research Committee Mission: • Provides policy to guide the CII research process. • Implements the topic generation and prioritization process for the CII Board of Advisors. • Implements the RFQ process to solicit and select the best proposals reflecting member company interest and providing greatest value to CII. • Supervises the Product Review Board.

Research Committee Outputs • Annual topic slate to solicit BOA interest and priorities for research • RFQ process to solicit and select best value proposals from the academic community • Staffed and aligned research teams • A process that produces high value/impact research and research publications to include implementation resources for member companies and the industry • Research report outs at the Annual Conference

Academic Committee • Newly chartered in 2006 • Academic Committee Leadership • Chair – Ed Back, University of Alabama • Vice-chair – Carlos Caldas, University of Texas at Austin

Academic Committee Subcommittees

Academic Committee Mission: The primary forum for the academic community within CII to provide its expertise in both research methodology and subject matter to the institute. Duties include: • identifying subject matter experts • providing input to the research process • identifying and grooming new academics to serve as CII researchers • integrating CII research and products into the university curriculums • offering insights for new directions for CII

Academic Committee Members

Critical Interfaces • Academic and Research Committee To improve the quality of CII academic research • Academic and CII Standing Committees/ COPs: To increase the participation of the academic community within CII • Academic Committee and CII Staff Staff/logistic support for meetings, webinars and and poster sessions.

AC Membership Membership in the Academic Committee will consist of (at minimum), • academics engaged by CII to conduct research • academics engaged by CII to conduct educational & professional development activities • and those that serve on CII standing committees All academics seeking membership on the AC will apply to CII and upon completion & approval of the application, receive an appointment for 3 years with commitment to subcommittee work.

Academic Committee Leadership Leadership of the Academic Committee shall consist of a chairperson and vice-chairperson. The leadership shall be selected from the AC membership and shall serve two year terms.

Academic Committee Meetings • 2014 • With CRC: Atlanta, GA May 20th • With CII Annual Conf: Indianapolis, July 20th • 2015 • With CSCE: TBD • With CII Annual Conf: August 3-5, Boston, MA

CII Standing Committees • Executive • Research • Academic • Performance Assessment • Implementation Strategy • Professional Development • Knowledge Management • Strategic Communications • Breakthrough Strategy

Performance Assessment Committee Mission • To define key EPC elements and performance metrics and process to collect and correlate them with related project practices • Guide CII in providing member companies with performance measures and industry trends on key elements of the EPC process • Assist member companies in assessing their performance against the collective data and helping them identify Best Practices and other opportunities to improve capital effectiveness • Provide quantitative feedback to help CII guide its research, implementation, and other activities.

Implementation Strategy Committee Mission & Vision ISC Mission: • Engage members to implement CII practices. Promote participation in activities and utilization of knowledge to implement work practices and manage change. ISC Vision: • Establish use of the CII knowledgebase as an indispensable resource to integrate work practices, improve communication and, manage change in everyday work activities.

Professional Development Committee Mission Provide continuing professional development opportunities for CII members by: 1. Enabling implementation of CII research results to meet member company needs 2. Evaluating opportunities & industry program trends 3. Developing new learning materials 4. Creating outreach programs with educational institutions 5. Advocating value of CII research-based education 6. Planning for the future

Knowledge Management Committee Charter • Manage CII’s Body of Knowledge • Facilitate access to the Body of Knowledge through the CII website • Develop policy to maintain and add value to the Knowledge Structure • Approve changes to the Knowledge Structure, including placement of new products and changes in content • Review existing publications for classification, updating or archiving • Identify, recommend and validate emerging Best Practices • Recommend research topics as needed • To refresh Best Practices or fill gaps in the Knowledge Structure • Establish Communities of Practice and provide oversight • To collaborate and focus on specific industry topics or practice areas 40

Strategic Communications Committee • The Strategic Communications Committee was sanctioned by the Executive Committee to improve CII’s overall communications and value messaging to its membership and to the industry, which has both an internal and external focus. • The purpose of the committee is to: • support the vision and mission of CII through communications • improve the quality, consistency, and alignment of core process and standing committee communications to better deliver CII’s value proposition • maintain and promote CII’s brand and industry leadership • maximize communication channels to expand CII’s audience and membership

Breakthrough Strategy Committee Mission & Vision • Mission: To develop a process that will insure adequate generation of breakthrough research and other ideas and opportunities in support of other CII core processes. • Vision: To establish a long term process in which CII continues to identify, nurture, develop and harvest breakthrough ideas for capital project delivery for the benefit of CII members.

CII Research Process

CII Research Team Process

2014 CII Research ProcessNeeds Assessment through RT Plan Approval BOA Review Continue Staffing Plan Approval Topic Slate Development BOA Vote Research Plan Development Research Needs Assessment RT Kick- off Budget Approval RFQ Sent to Academic Community Select PIs Prepare & Submit QS CII Funds PI Travel (Prior to Proposal Approval) Execute MOA w/ Universities

PI Selection and Proposal Development • Jan 31 RFQ Sent to Academic Community • Feb 6 Pre-Qualifications Submittal Web Meeting • Mar 3 Qualifications Submittal Due to CII • Apr 2 Topic & PI Selection Announced • Apr 4 Notification of Successful PIs Complete • May 12-16 RT Kickoffs at CII (Backup in June) • May 12 - Aug 31 Proposal Development • Jul 15-16 Proposal Progress Update to RC • Sep 2 Proposal Due to CII • Sep 9-10 Proposal Presentations to RC • Sep 24-25 Proposal Budget Approval by CII

More on the RFQ • Request for Qualifications and Interest to be sent to the academic community NLT Jan 31st • Academic researchers desiring to receive the RFQ should provide the CII Program Coordinator, Kristi Delaney (kldelaney@mail.utexas.edu) their CV NLT Jan 30th • PI statement of Q&I must be submitted IAW instructions provided in the RFQ and will be due NLT Mar 3rd • A pre Q&I submittal conference call will be scheduled IAW RFQ instructions to clarify requirements as necessary. (Feb 6)

28 Feb: 1st Interim Report 31 Aug:2nd Interim Report Sep: Web conference with Research Committee RT Life Cycle & Typical Milestones 1 Q 2 Q 3 Q 4 Q Team Kickoff May/June 2014 2015 2016 Proposal Development TM TM TM TM TM TM TM TM TM TM TM PRB 1st draft (Feb) & Research Report Draft PRB 2nd draft (May) Report out at AC Research Report due Dress Reh (Jun) AC tryouts (Mar) TM TM TM TM TM AC Annual Conference PRB Product Review Board TM Research Team meeting

Construction Industry Institute