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 11 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: Ken.Jacoby@dot.gov 13