Procedure

Complete the following tasks to arrange an informal partnering meeting.
  • Compile a list of the individuals and entities who should participate in the initial partnering workshop, including:
    • department personnel (e.g., inspectors, record keepers, project engineers),
    • contractor personnel (e.g., foremen, superintendents, project managers), and
    • representatives of all interested parties (e.g., subcontractors, material suppliers, city and county officials, utility companies).
  • Select an internal facilitator responsible for meeting planning, development, delivery, and producing and supplying participants with the final report.
  • Schedule the partnering meeting and provide sufficient advance notification to identified meeting participants to ensure attendance.
  • Conduct the meeting – may be held prior to or in combination with the preconstruction meeting.
    • Partnering Agreement
    • Partnering Pledge ( )
    • Escalation Ladder
  • Informal partnering will be conducted with each part responsible for their own cost.
Complete the following tasks to arrange a formal partnering meeting.
  • Compile a list of the individuals and entities who should participate in the initial partnering workshop, including:
    • department personnel (e.g., inspectors, record keepers, project engineers),
    • contractor personnel (e.g., foremen, superintendents, project managers), and
    • representatives of all interested parties (e.g., subcontractors, material suppliers, city and county officials, utility companies).
  • Select a facilitator responsible for meeting planning, development, delivery, and producing and supplying participants with the final report.
    • Internal facilitator – the Contractor will be responsible for arrangements and for expenses incurred by their internal facilitator, including but not limited to meals, travel, and lodging. Department facilitators may be used at no additional cost.
    • External facilitator – submit an invoice to the Engineer for reimbursement. The Department will reimburse the Contractor for half of the eligible expenses as approved. For external facilitator not approved by the Department but used at the Contractor’s option, the Contractor will be responsible for all cost of the external facilitator.
  • Schedule the partnering meeting and provide sufficient advance notification to identified meeting participants to ensure attendance.
  • Conduct the meeting – may be held prior to or in combination with the preconstruction meeting.
    • Partnering Agreement
    • Partnering Pledge ( )
    • Escalation Ladder
  • For meeting facilities and appurtenances, submit an invoice to the Engineer for reimbursement. The Department will reimburse the Contractor for half of the eligible expenses as approved.