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Lean in the Public Sector. 公共部门的精益管理。
Pub Date : 2023-12-22 DOI: 10.7764/ric.00094.21
Luis F. Alarcón
The Architectural, Engineering, and Construction Industry (AEC) is a critical socio-economic activity that is responsible for 8% of the GDP in the world, in parallel, it also is responsible for the generation of 100 million jobs worldwide. In this context, the generation of value is driven by the execution of capital projects. Nonetheless, despite its importance, the sector´s productivity historically is behind other industries, and poor performance of projects is often the norm rather than the exception. The running of projects in the Public Sector is not immune to these issues. An effective strategy to address this condition is the use of the Lean approach. Thus, this special issue of the Revista de Ingeniería de Construcción is focused on providing insight into the application of Lean in the Public Sector (LIPS). Articles evidencing the results of LIPS in the United States, UK, Finland, and Chile are presented as part of this effort. Following this premise, the authors who contribute to this special issue have provided an inspiring insight into the use of LIPS around the world evidencing the potential of its outcomes. Despite the progress and the encouraging results, much work is still required to widespread the benefits of this approach.
建筑、工程和施工行业(AEC)是一项重要的社会经济活动,占全球 GDP 的 8%,同时还为全球创造了 1 亿个工作岗位。在这种情况下,创造价值的动力来自基本建设项目的实施。然而,尽管其重要性不言而喻,该部门的生产率历来落后于其他行业,项目绩效不佳往往是常态而非例外。公共部门的项目运作也不能幸免于这些问题。解决这一问题的有效策略是采用精益方法。 因此,本期《建筑工程师杂志》特刊重点关注公共部门精益方法(LIPS)的应用。作为这项工作的一部分,本期特刊刊载了证明美国、英国、芬兰和智利在精益生产方面取得成果的文章。在这一前提下,为本期特刊投稿的作者们提供了鼓舞人心的见解,介绍了精益生产方式在世界各地的应用情况,证明了其成果的潜力。尽管取得了进展和令人鼓舞的成果,但要广泛传播这种方法的益处,仍有许多工作要做。
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引用次数: 0
Key lessons learned from adopting relational principles in the public sector: a case study in california. 公共部门采用关系原则的主要经验教训:加利福尼亚案例研究。
Pub Date : 2023-12-21 DOI: 10.7764/ric.00088.21
Patricia Andre Tillmann, Ken Humphrey
Alternative project delivery methods that support collaboration are gaining significant attention in the public sector in the U.S., with increasing examples of owners that transform their traditional delivery methods into ones that reflect relational contracting principles. These approaches are new and despite their proven benefits, their widespread is hindered by the novelty and unfamiliarity nature. The aim of this paper was to contribute to bridge this gap. The key elements associated with relational principles were drawn from the literature and discussed in the light of an empirical case in California. This successful case study provides evidence that these elements can work, even with the limitations commonly observed in the public sector. The paper discusses observed best practices and reveals some practical insights from a project team that was implementing relational elements in the public sector for the first time. The findings of this study will hopefully contribute to the widespread of these practices, and inspire academics and practitioners to initiate or continue their journey towards more collaborative project delivery methods in the construction industry.
在美国的公共部门中,支持协作的替代项目交付方法正受到极大关注,越来越多的业主将传统的交付方法转变为体现关系承包原则的方法。这些方法都是新方法,尽管其优点已被证实,但由于其新颖性和陌生性,它们的推广受到了阻碍。本文旨在弥补这一不足。本文从文献中汲取了与关系原则相关的关键要素,并结合加利福尼亚州的一个经验案例进行了讨论。这项成功的案例研究提供了证据,证明这些要素可以发挥作用,即使在公共部门中普遍存在局限性。本文讨论了观察到的最佳做法,并揭示了首次在公共部门实施关系要素的项目团队的一些实际见解。希望本研究的结果能促进这些实践的广泛应用,并激励学术界和从业人员启动或继续在建筑行业中采用更多协作式项目交付方法。
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引用次数: 0
Lean Project Delivery in the United States Public Sector – History and Current State 美国公共部门的精益项目交付--历史与现状
Pub Date : 2023-12-21 DOI: 10.7764/ric.00087.21
David Umstot
Since the late 2000s, public agencies in the United States have been developing alternatives to traditional capital project delivery models in pursuit of better project outcomes. Most public agencies have legal authority to deliver projects through a design-build contract and have been using this contracting method to foster greater collaboration and to integrate the target value design process into a Lean project delivery model. The approaches and practices of four public agencies - San Diego Community College District, University of California San Francisco, the University of Washington, and the California State University System - that have been utilizing this approach are highlighted in this paper. Specific requirements identified to foster the desired collaborative environment, integration of Lean principles and practices, value creation, budget and cost performance, and schedule performance are shared. Metrics from selected projects give evidence that this approach is delivering greater value for these institutions, the design and construction community, taxpayers, and most importantly the internal customers that are using the constructed assets. Knowledge transfer of the resources developed to procure these types of projects and to create and sustain the environment necessary for project success has greatly benefited these institutions and serves as a potential portal for other public agencies to follow.
自 2000 年代末以来,美国的公共机构一直在开发传统基本建设项目交付模式的替代方案,以追求更好的项目成果。大多数公共机构拥有通过设计-建造合同交付项目的法定权力,并一直在使用这种合同方法来促进更多的合作,并将目标价值设计过程整合到精益项目交付模式中。本文重点介绍了四家公共机构--圣地亚哥社区学院区、加州大学旧金山分校、华盛顿大学和加州州立大学系统--采用这种方法的方法和实践。本文还分享了为营造理想的协作环境、整合精益原则和实践、创造价值、预算和成本绩效以及进度绩效而确定的具体要求。所选项目的指标证明,这种方法为这些机构、设计和施工界、纳税人以及最重要的是使用所建资产的内部客户带来了更大的价值。为采购这些类型的项目以及创造和维持项目成功所需的环境而开发的资源的知识转让使这些机构受益匪浅,并成为其他公共机构效仿的潜在门户。
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引用次数: 0
brief history of lean in the public sector 公共部门精益化简史
Pub Date : 2023-12-21 DOI: 10.7764/ric.00086.21
Glenn Ballard
The development of Lean principles within the public sector began in 2003 following Lean Construction Institute´s developing efforts on relational contracting. Later, challenges and opportunities for implementing Lean were identified in Californian construction law. Collaborations with entities like the California Department of Transportation and the University of California San Francisco showcased Lean's benefits, leading to legislative changes allowing broader implementation across the University of California system. Healthcare also saw streamlined processes through collaborations, in this case, between the P2SL, the Office of Statewide Health Planning and Development, and major healthcare companies, reducing project durations significantly. International expansion in 2009 led to successful Lean pilot projects in Germany and Finland. Inspired by Washington State's Lean governance practices, Lean in Public Sector Construction (LIPS) expanded its focus beyond construction. LIPS has conducted impactful global conferences, highlighting Lean's transformative role in reshaping diverse public sector operations and governance worldwide.
精益原则在公共部门的发展始于 2003 年精益建造协会在关系承包方面的努力。后来,在加利福尼亚州的建筑法中发现了实施精益的挑战和机遇。与加利福尼亚州交通部和加州大学旧金山分校等实体的合作展示了精益的优势,并促成了立法改革,允许在加州大学系统内更广泛地实施精益。在医疗保健领域,P2SL、全州卫生规划与发展办公室和大型医疗保健公司之间的合作也简化了流程,大大缩短了项目工期。2009 年的国际扩张使精益试点项目在德国和芬兰取得成功。受华盛顿州精益管理实践的启发,公共部门建设精益项目(LIPS)将其关注点扩展到了建筑之外。精益公共部门建设(LIPS)举办了具有影响力的全球会议,强调了精益在重塑全球各种公共部门运营和治理方面的变革作用。
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引用次数: 0
Developing a new procurement model, using behavioural economics, to enable continuous improvement of productivity and better value in large UK infrastructure projects. 利用行为经济学开发一种新的采购模式,以便在英国大型基础设施项目中不断提高生产率和价值。
Pub Date : 2023-12-21 DOI: 10.7764/ric.00089.21
Martin Perks
Global construction has been blighted by productivity inertia caused by behavioural bias for decades. While other industry sector productivity has grown more than fifteen-fold since 1960, construction has stagnated with no more than a seven to ten percent overall growth. McKinsey Global Institute’s report Reinventing Construction: A Route to Higher Productivity, reported infrastructure construction amongst a small group of outperforming market sub-sectors at 15 to 20 percent. This paper, which charts the development of a unique procurement model designed for high productivity, builds on that performance using behavioural insights to counter damaging and habitual biases. The new model changes trading relationships using a nudged ‘opt-out’ contract structure creating a different responsibility dynamic between client and supplier. A recognisable but different infrastructure construction procurement model to improve productivity using recognised behavioural economics and construction economics. Highways England was set up to run England’s strategic road network in 2015. The procurement model that resulted, Regional Delivery Partnerships can be refined for any infrastructure sector construction environment and sets up a key step forward in contracting based on integrated project delivery. Using a combination of counter bias strategies built from loss aversion and nudge theory this new construction procurement model uses ‘opt-out’ from lean construction to drive higher productivity. By setting up an integrator, to create an integrated project team, Regional Delivery Partnerships uses loss aversion as the motivational key to better innovation. It empowers the integrator to counter uniqueness bias and find and eradicate waste (process time and money) to enhance productivity. Reward is aligned to both optimised efficient design and high productivity working. As 100% of budget underspend can be kept rewarding the integrator, the potential of not achieving this triggers loss aversion and motivates change using the principles of escalation of commitment in favour of the client. Performance data is also used to motivate using reduced acquisition costs from secondary competition, long held as an inefficient market overhead.Using recognised pragmatic academic techniques, and constructionism; choice architectures were remodelled into a new outcome and value focused procurement model. Using applied research, the team used processes and techniques to develop, build, test, and deploy the model in open market competition. It can be used by any infrastructure sector construction client to replicate a sector specific version of Regional Delivery Partnerships that changes trading choice architecture towards higher productivity.
几十年来,全球建筑业一直受到行为偏差导致的生产力惰性的影响。自 1960 年以来,其他行业部门的生产率增长了 15 倍以上,而建筑业却停滞不前,总体增长不超过 7%至 10%。麦肯锡全球研究院(McKinsey Global Institute)的报告《重塑建筑业》(Reinventing Construction:报告指出,基础设施建设是少数表现优异的市场子行业之一,增长率为 15%至 20%。本文介绍了为实现高生产率而设计的独特采购模式的发展情况,并在此基础上利用行为洞察力来消除破坏性的习惯性偏见。这种新模式改变了贸易关系,采用了一种 "选择退出 "合同结构,在客户和供应商之间创造了一种不同的责任动态。一个可识别但不同的基础设施建设采购模式,利用公认的行为经济学和建设经济学提高生产率。英格兰公路局于 2015 年成立,负责管理英格兰的战略公路网络。由此产生的采购模式 "区域交付合作伙伴关系 "可在任何基础设施行业的施工环境中加以改进,并在基于综合项目交付的承包方面迈出了关键一步。这种新的建筑采购模式结合了从损失规避和推力理论出发的反偏差策略,利用精益建造中的 "退出 "来提高生产率。通过设立一个集成商来创建一个集成项目团队,区域交付合作伙伴关系将损失规避作为激励创新的关键。它使集成商有能力对抗独特性偏见,发现并消除浪费(过程时间和金钱),从而提高生产率。奖励与优化的高效设计和高生产率的工作相一致。由于集成商可以保留 100%的预算不足奖励,因此无法实现这一目标的可能性会引发损失厌恶情绪,并利用有利于客户的承诺升级原则激励变革。利用公认的务实学术技术和建设主义,选择架构被改造成一种新的注重结果和价值的采购模式。通过应用研究,团队利用流程和技术在公开市场竞争中开发、构建、测试和部署该模式。任何基础设施行业的建筑客户都可以使用该模式来复制特定行业版本的区域交付合作伙伴关系,从而改变交易选择架构,提高生产率。
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引用次数: 0
Lean Methodologies and Productivity in Mining Development – A Case in a Public Company. 矿业开发中的精益方法和生产力--一家上市公司的案例。
Pub Date : 2023-12-21 DOI: 10.7764/ric.00085.21
Luis F. Alarcón, Cristóbal Baladrón, Patricio Gahona, David Long
Codelco is a Chilean public company that is the largest copper producer in the world and it has developed multiple initiatives to implement Lean Management in its operations. This article evaluates the impacts of the implementation of Lean production methods on an underground mining development project. The effects of Lean methods, such as The Last Planner® System (LPS), on an appropriate case study and the analysis of these results produced statistical research findings and qualitative observations that suggest a broader implementation of Lean in the mining industry. Among these observations are: a) improvement of the mean for all indicators studied; b) reduction in the variance of some indicators, suggesting more stable processes; c) correlation between the percent plan complete (PPC) from the LPS and its coefficient of variation (CV); d) reduction in the time wasted in delays; and, e) improvement in key organizational attributes. Additionally, all variables associated with positive performance improved during the research, suggesting that the implementation of Lean methodologies improved overall performance throughout the organization.
Codelco 是一家智利上市公司,也是世界上最大的铜矿生产商。本文评估了精益生产方法的实施对一个地下采矿开发项目的影响。通过对精益生产方式(如最后计划者系统(LPS))在一个适当案例研究中的效果以及对这些结果的分析,得出了统计研究结果和定性观察结果,表明精益生产方式可以在采矿业中得到更广泛的实施。这些观察结果包括:a) 改善了所有研究指标的平均值;b) 减少了一些指标的方差,表明流程更加稳定;c) LPS 的计划完成百分比 (PPC) 与其变异系数 (CV) 之间存在相关性;d) 减少了因延误而浪费的时间;以及 e) 改善了关键的组织属性。此外,在研究过程中,所有与积极绩效相关的变量都有所改善,这表明精益方法的实施提高了整个组织的整体绩效。
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引用次数: 0
Lean in the public sector in Finland. 芬兰公共部门的精益管理。
Pub Date : 2023-12-21 DOI: 10.7764/ric.00090.21
Pekka Petäjäniemi
Finland is undergoing an immense change in the execution of real estate development and construction projects. Since 2011 nearly 100 projects have already been launched in the country with the Integrated Project Delivery (IPD) principle. The total value of the projects is close to 7.3 billion euros. The principles of integration are currently applied especially to project management contracts, but also to other traditional contract models with fixed content or fixed price. Implementation of the IPD models has triggered a change in work culture and practices across the whole construction field. Focus within the traditionally somewhat quarrelsome and fragmented industry has now shifted towards cooperation and continuous improvement – both important Lean principles. Experience from the integration of contracting authorities and service providers has shown the advantages to be achieved. The contracting authority can utilize the know-how of different parties from the start of the project, as designers and builders are planning ways of execution together. A joint development phase leads to better planning and more accurate budgeting as well as better commitment of different parties. The use of IPD models has also served as a significant basis for introducing Lean principles and tools in Finland. Without IPD models, especially the customers' awareness of the benefits of Lean methods would have remained low. Furthermore, the sharing of risks and benefits encourages the execution of projects with stricter adherence to budget and schedule. So far, all completed IPD projects have achieved the target schedule and budget. Despite minor shifts in the cost targets of the projects, all contracting parties have been satisfied with the achieved results.
芬兰在房地产开发和建筑项目的执行方面正在经历一场巨大的变革。自 2011 年以来,芬兰已启动了近 100 个采用 "综合项目交付"(IPD)原则的项目。这些项目的总价值接近 73 亿欧元。集成原则目前尤其适用于项目管理合同,但也适用于其他固定内容或固定价格的传统合同模式。IPD 模式的实施引发了整个建筑领域工作文化和实践的变革。传统上争吵不休、各自为政的建筑行业现在已将重点转向合作和持续改进--这两项都是精益管理的重要原则。发包方和服务供应商的整合经验已经显示出可以实现的优势。由于设计人员和施工人员共同规划执行方式,因此从项目一开始,发包方就可以利用各方的专业技能。联合开发阶段可使规划更完善,预算更准确,各方的承诺更明确。IPD 模型的使用也是芬兰引入精益原则和工具的重要基础。如果没有 IPD 模型,尤其是客户对精益方法的益处认识不足。此外,风险和收益的分担也促使项目的执行更加严格地遵守预算和进度。迄今为止,所有已完成的 IPD 项目都实现了目标进度和预算。尽管项目的成本目标略有变动,但所有合同方都对取得的成果表示满意。
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引用次数: 0
How to implement lean in a public company in chile Without failing in the attemp. 如何在智利的一家上市公司中实施精益管理而不至于失败。
Pub Date : 2023-12-21 DOI: 10.7764/ric.00093.21
Juan Rojas Saavedra
Chile is the largest producer of copper worldwide, where CODELCO, a state-owned enterprise, generates 10% of the global production of this metal. In 2015, the copper mining industry faced significant challenges due to price fluctuations, reaching a minimum of US$ 2.49 per pound. As a result, the cost of operations began to gain greater importance and was highlighted as an important factor to consider. Not oblivious to the, CODELCO faces the uncertainties of time while seeking to maintain its position in the global market. This article reports how the copper company decided to embark on a different and sustainable path over time: it developed a management system based on Lean methodology to enhance continuous improvement. The outcome is a system called C+ consisting of a set of disciplines, practices, and tools that have improved the company's management. After years of effort and implementation, the state-owned company managed to establish a new way of doing things, leading it to be recognized in May 2023 by the Shingo Institute at the University of Utah (United States). This recognition made it the world's first mining company to receive this award for excellence in organizational culture. It is an achievement that fuels the ongoing effort for continuous improvement.
智利是全球最大的铜生产国,其国有企业智利铜业公司(CODELCO)的铜产量占全球铜产量的 10%。2015 年,由于价格波动,铜矿开采业面临重大挑战,最低达到每磅 2.49 美元。因此,运营成本开始变得更加重要,并成为需要考虑的重要因素。 CODELCO 公司在寻求保持其全球市场地位的同时,也面临着时间的不确定性。本文介绍了这家铜业公司如何决定走上一条与众不同的可持续发展道路:它开发了一套基于精益方法的管理系统,以加强持续改进。其成果是一个名为 C+ 的系统,该系统由一整套规范、实践和工具组成,改善了公司的管理。 经过多年的努力和实施,这家国有企业成功建立了新的工作方式,并于 2023 年 5 月获得美国犹他大学 Shingo 研究所的认可。这一表彰使该公司成为世界上第一家因组织文化卓越而获此殊荣的矿业公司。这一成就激励着公司不断努力,持续改进。
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引用次数: 0
The lean journey of the finnish real estate. 芬兰房地产的精益之旅。
Pub Date : 2023-12-21 DOI: 10.7764/ric.00092.21
Lauri Merikallio
Nothing teaches us more than our experiences. That was the main reason why the Finnish construction industry has not only studied Lean and IPD but also launched several pilot projects by public owners to learn, adapt Lean principles in practice, and develop an IPD model suitable for the Finnish construction industry. The IPD model demands teamwork and adapting Lean and IPD industrywide is also teamwork. In Finland, several owners and service providers have been working together since 2010 sharing their learnings in workshops, seminars, and conferences. Over 100 IPD projects have also been a platform for several academic papers. The Finnish Universities have published tens of master’s and doctoral theses during the past 10 years on Lean construction, IPD, and alliance models. The Finnish construction industry has gained major benefits and made important progress on its Lean journey. Lean philosophy and tools have delivered tangible cost savings in projects and services and improved cost estimates, schedule adherence, quality, integration, and collaboration in construction projects.  Finland has succeeded in creating smooth and practical discussion and development forums that have shaped the whole industry. The key drivers contributing to this progress are collaboration and integration, confidence-building between the partners as well a deeper understanding and application of the Lean principles in construction. As a result, Lean and integrated project execution are already reflected in the strategies adopted by many companies and client organizations.
没有什么比我们的经验更能教导我们了。这也是芬兰建筑业不仅研究精益生产和 IPD,而且由公共业主发起多个试点项目以学习、在实践中调整精益原则并开发适合芬兰建筑业的 IPD 模式的主要原因。 IPD 模式需要团队合作,而在全行业范围内调整精益生产和 IPD 也需要团队合作。在芬兰,一些业主和服务供应商自 2010 年起就开始合作,在讲习班、研讨会和会议上分享他们的学习成果。 100 多个 IPD 项目也成为多篇学术论文的平台。在过去 10 年中,芬兰各大学发表了数十篇关于精益建造、IPD 和联盟模式的硕士和博士论文。 芬兰建筑业在精益化的道路上获得了重大收益,取得了重要进展。精益理念和工具为项目和服务带来了实实在在的成本节约,并改善了建筑项目的成本估算、进度控制、质量、集成和协作。 芬兰成功创建了顺畅、实用的讨论和发展论坛,对整个行业产生了影响。推动这一进步的关键因素是合作与整合、合作伙伴之间建立信任以及对精益原则的深入理解和应用。因此,精益和综合项目执行已经体现在许多公司和客户组织所采取的战略中。
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引用次数: 0
Lean/IPD in action – MSU business college pavilion case study 精益/IPD 在行动 - MSU 商学院展馆案例研究
Pub Date : 2023-12-21 DOI: 10.7764/ric.00091.21
Amr Abdel-Azim
Michigan State University (MSU) is an educational institution that owns one of the largest on-campus housing systems in the US. As part of its operation, MSU is interested in improving the performance of its capital projects. To do so, it has adopted the integrated project delivery (IDP) approach. This article describes some of the key features used by MSU to implement an IPD agreement for building its new MSU Business College Pavilion.As a result, MSU delivered a successful project, both on cost and on time, an outcome that involved the use of several tools, such as an IPD multi-party agreement, the Lean Execution Plan, Target Cost, and A3, among others. The use of IPD maximizes value, leadership, and innovation while using agreements for sharing risks and rewards. This case´s learned lessons for future projects involve the foster of aspects such as value alignment, collaboration, waste reduction, and periodic review of the effectiveness.
密歇根州立大学(MSU)是一所教育机构,拥有美国最大的校内住房系统之一。作为其运营的一部分,密歇根州立大学希望提高其基本建设项目的绩效。为此,它采用了综合项目交付 (IDP) 方法。本文介绍了 MSU 在新建 MSU 商学院展馆时实施 IPD 协议的一些主要特点。结果,MSU 在成本和时间上都成功交付了项目,这一成果涉及到多种工具的使用,如 IPD 多方协议、精益执行计划、目标成本和 A3 等。IPD 的使用最大限度地提高了价值、领导力和创新力,同时利用协议来分担风险和分享回报。本案例为今后的项目提供了经验教训,包括促进价值一致性、协作、减少浪费和定期审查成效等方面。
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引用次数: 0
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Revista Ingeniería de Construcción
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