Resident Engineer Training
AASHTO Subcommittee on Construction
2010 Annual Meeting
Burlington VT
Ken Jacoby
Federal Highway Administration
Office of Asset Management
Background
• TCCC Study (2003)
– 53% of states have no formal training for
construction managers
– Provided information that could help states in
developing academies
– Did not provide a curriculum of formal training
• FHWA “Phase 1” Initiative (2009)
– Follow-up to the TCCC Study
– Provided a recommended curriculum of courses
for an academy.
2
Phase 1 – Curriculum
• Total of 9 subject areas
• Total of 38 courses within the 9 subject areas
Subject Areas
Technical
Project Controls
Safety & Legal
Contract Administration
Environmental
Quality Assurance
Third Party Coordination
Considerations during Project
Development
Interpersonal & Leadership Skills
3
Subject Areas
• Technical
–
–
–
–
–
–
Grading
Drainage
Aggregate Inspection
Geotechnical Construction
New Structure Construction
PCC Pavement Field
Inspection
– Hot Mix Asphalt Field
Inspection
– Asphalt Recycling
– Landscaping
• Considerations during
Project Development
– Constructability reviews
– Value Engineering
– Construction involvement
during design process (e.g.
specification development)
– Environmental commitments
– Post construction meetings
– “Hand-off” from project
development to construction
– Project review prior to
construction
– Life cycle cost (LCC) analysis
and LCC management
– Alternative technical bids
4
Subject Areas (continued)
• Project Controls
– Scope, Schedule &
Budget
– Earned Value Methods
– Critical Path Method
(CPM) Scheduling
– Life Cycle Cost
Analysis/Life Cycle
Management (LCM)
– Risk Management
– Change Management
• Safety and Legal
– Worker and work zone
safety
 Safety inspection standards, tools
and techniques
 Role of Construction Project
Manager in work zone safety
 OSHA compliance and injury
prevention
 State specific occupational safety
and health program
– Construction Law
 Statutory lien rights for builders
and contractors
 Bonding requirements
 Interrelation of project owners,
contractors, and other
stakeholders
 Project documentation
5
Subject Areas (continued)
• Contract Administration
– Approaches to Contracting
– Contractor Payments and
Retainage
 Contractor payment
estimates and payment
timelines
 Incentives and disincentives
 Retainage
 Liquidated damages
– Supplemental Agreement
 Change orders
 Justification statements for
change orders
 Design/redesign during
construction phase
– Specifications
– Methods of Payment




Bid items
Agreed price
Lump sum price
Force account
– Claims
 Partnering
 Alternative Dispute Resolution
 Types of claims: delay, changed
conditions, etc.
– Project Closeout
 Need for consistent and regular
project documentation
 Contractor performance
measurement/documentation
 Final acceptance of a project
 Interpret specifications for
change orders
6
Subject Areas (continued)
•
Environmental
– Compliance, Review &
Mitigation
– Stormwater Pollution
Prevention
– NPDES permits
– Environmental Permits,
Certificates and Licenses
– Hazardous Materials
– Erosion and Sediment Control
– Water & Sanitary Sewer
Facilities
– Environmental stipulations
regarding pollution (water, air &
noise), archeological,
paleontological findings
– Best practices in environmental
compliance, review and
mitigation
•
Quality Management
– Project Manager’s use of QA
information
– Elements of a “good” QC plan and
QC data analysis
– Construction and materials
acceptance
– Construction inspection and
workmanship
– Independent Assurance
– Project Quality considerations:
 Different acceptance criteria and
methods based on procurement
methods
 Scope, location and size of the
project(s)
 Coordination of multiple projects
 When project work is conducted
(day time, night time)
7
Subject Areas (continued)
• Third Party
Coordination
– Common issues in
third party
coordination and the
role of the PM
– Permits and
Agreements
– Location, Mapping,
Survey
– Railroads
– Subsurface Utility
Engineering
• Interpersonal and
Leadership Skills
–
–
–
–
–
Communication
Leadership
Public Relations
Conflict Resolution
Ethical Conduct
8
Available Courses Summary
Subject Area
Courses
Agencies
Technical
Involvement During Project
Development Process
6
Project Controls
24
FHWA, NHI, MnDOT, SCDOT, TxDOT,
WSDOT, ASCE, Universities
Safety and Legal
12
NHI, MnDOT, SCDOT, TxDOT, ASCE,
Universities, OSHA, ARTBA
Contract Administration
16
FHWA, NHI, MnDOT, SCDOT, TxDOT
Environmental
5
NHI, SCDOT, TxDOT, ASCE,
Universities
Quality Management
13
NHI, MnDOT, SCDOT, TxDOT
Third Party Coordination
Interpersonal and Leadership
Skills
5
FHWA, MnDOT, SCDOT, TxDOT
MnDOT, SCDOT, TxDOT, WSDOT,
ASCE
8
11
FHWA, NHI
FHWA, NHI, MnDOT, ODOT, SCDOT,
ASCE
9
Gap Matrix
Subject
Area
Courses
Project Controls
Scope,
Schedule,
and Budget
Course Availability
Project Management (TxDOT - Project Management
DEV904, DEV912, DEV913,
Professional (PMP)
DEV914, DEV915)
Certifications (FHWA)
Project management (ASCE)
Risk
Risk Management (NHI)
Management
Risk Assessment and
Allocation for Highway
Construction (FHWA)
Risk management (MIT)
Earned Value Earned Value Management
Methods
(ASCE)
Project Management
Academy (WSDOT)
Risk Assessment (TxDOT)
Critical Path
Method
(CPM)
Scheduling
Resident Engineer
Academy (SCDOT) Construction
Management Module
Contract Time Manual
(MnDOT)
Use of CPM for Estimating,
Scheduling, and Timely
Completion (NHI)
Academy Considerations
• Develop as a “curriculum” rather than a
“course”.
• Utilize training materials and training
frameworks available from various states
and NHI.
• Manage scope as courses are developed.
• Consider all available delivery methods
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Next Steps
• Obtain external input and validation
• Establish Technical Panel for curriculum
and course development
• Finalize course curriculum and training
course outline
• Refine scope, target audience, and
outcomes for proposed course
• Initiate training course development
contract
Thank You!
For More Information Contact:
Ken Jacoby
Telephone: (202) 366-6503
Email: [email protected]
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50th Anniversary of the Interstate