Best Practices for Utility Accommodation in the Project Development Process

Transcription

1 Best Practices for Utility Accommodation in the Project Development Process Charon Williams Cesar Quiroga Edgar Kraus Transportation Short Course - College Station, TX - October 17, 2012 TxDOT Right of Way Division / Protecting private-property rights in Texas

2 Overview Goals Research What s next Questions/Comments TxDOT Right of Way Division / Protecting private-property rights in Texas

3 Goals Streamline current process Enhance partnerships Save $ Better manage performance TxDOT Right of Way Division / Protecting private-property rights in Texas

4 Goals Achieved by Standardized processes Earlier, more effective collaboration Technology Best practices TxDOT Right of Way Division / Protecting private-property rights in Texas

5 TxDOT Right of Way Division / Protecting private-property rights in Texas

6 Strategies for Utility Owner Participation in Transportation Projects Project Strategies for Utility Owner Participation 6

7 Why is It Important? Difficulty to locate utility facilities/identify conflicts No legal mechanism to encourage utility owners to start participating early in the PDP Utility owners usually interested after 60% design Delays in project development and delivery Unanticipated utility adjustments Strategies for Utility Owner Participation 7

8 Research Project Deliverables P1: Guidebook and Training Materials Strategies for earlier, more effective utility owner participation in the PDP : Research Report S: Summary Report Strategies for Utility Owner Participation 8

9 Strategies to Encourage and Facilitate Utility Participation 1. Modernization of the utility process 2. Utility conflict matrix approach 3. Streamlining and standardization of utility cost data submissions 4. Core skill training on utility topics Strategies for Utility Owner Participation 9

10 Updated Utility Process Process depiction using Business Process Model and Notation (BPMN) Updated descriptions of activities Three models with increasing detail: Level 1: High-level depiction of entire PDP Open PDF File Level 2: Intermediate-level depiction of the PDP Level 3: Level 2 with a more detailed view of the utility process Strategies for Utility Owner Participation 10

11 Strategies to Encourage and Facilitate Utility Participation 1. Modernization of the utility process 2. Utility conflict matrix approach 3. Streamlining and standardization of utility cost data submissions 4. Core skill training on utility topics Strategies for Utility Owner Participation 11

12 SHRP 2 R15-B Products Product 1: Compact, standalone UCM Product 2: Utility conflict data model and database Product 3: One-day UCM training course Strategies for Utility Owner Participation 12

13 Product 1: Utility Conflict Matrix MS Excel format, includes drop-down lists UCM spreadsheet is the product Open PDF File Strategies for Utility Owner Participation 13

14 Product 1: Cost Estimate Analysis MS Excel format, includes drop-down lists Strategies for Utility Owner Participation 14

15 Product 2: Data Model and Database Utility Formal data model (ERwin Utility format) Facility Tested in MS Access Enterprise database support (Oracle, SQL Server) Project Conflict Document Utility Agreement UCM is one of many queries/reports possible User Strategies for Utility Owner Participation 15

16 Product 2: Potential Queries/Reports Product 1 UCM All utility conflicts associated with company X (project, corridor, or timeframe) Average conflict resolution time for type X utilities All utility conflicts with resolution time >100 days Customized UCMs for individual utility companies Utility certification for inclusion in PS&E package Strategies for Utility Owner Participation 16

17 Product 3: UCM Training Course Lesson plan (6 lessons) Training course binder: PowerPoint files Presenter notes Participant handouts Sample project plans UCM templates Companion CD: All training materials + Products 1 and 2 Strategies for Utility Owner Participation 17

18 Lesson Plan Structure Lesson From To Duration Topic 1 8:30 AM 9:00 AM 30 min Introductions and Seminar Overview 2 9:00 AM 10:15 AM 75 min Utility Conflict Concepts and SHRP 2 R15-B Research Findings 3 10:30 AM 11:45 AM 75 min Utility Conflict Identification and Management 4 1:00 PM 2:30 PM 90 min Hands-on Utility Conflict Management Exercise 5 2:45 PM 3:30 PM 45 min Use of Database Approach to Manage Utility Conflicts 6 3:30 PM 3:45 PM 15 min Wrap up Strategies for Utility Owner Participation 18

19 Strategies to Encourage and Facilitate Utility Participation 1. Modernization of the utility process 2. Utility conflict matrix approach 3. Streamlining and standardization of utility cost data submissions 4. Core skill training on utility topics Strategies for Utility Owner Participation 19

20 Updated Framework for Developing Benefits: Utility Cost Estimates Support for cost estimates at various phases during the project development process Reduction in uncertainty and risk Less contentious relationship between TxDOT and utility owners Strategies for Utility Owner Participation 20

21 Prototype Utility Cost Estimate Submission Forms Microsoft Excel file with four integrated worksheets Items Unit Cost Analysis Item Disaggregation Analysis Cost Category Summary Open PDF File Strategies for Utility Owner Participation 21

22 Items Worksheet Strategies for Utility Owner Participation 22

23 Unit Cost Analysis Worksheet Get Items Update Items Validate Unit Costs Item No. Item Name Unit Quantity Imported Unit Cost Amount Validated Amount ($/unit) ($) Unit Cost ($) ($) 1 Mobilization, bonds, and insurance LS 1 $ 20, $ 20, $ - 2 Clear and grub ROW STA 17 $ $ 10, $ - 3 Crushed rock for trench stabilization CY 200 $ $ 8, $ - 4 Remove and dispose of existing water line LF 730 $ $ 10, $ " DIP water line with polywrap LF 1120 $ $ 84, $ " Steel casing with 18" carrier pipe by dry bore LF 110 $ $ 44, $ " Steel casing with 18" carrier pipe by open cut LF 790 $ $ 217, $ - 8 Trench protection LF 1910 $ 1.50 $ 2, $ - 9 Remove air release valve, manhole, and appurtenanea 1 $ 1, $ 1, $ - 10 Install air release manhole EA 1 $ 4, $ 4, $ " gate valves EA 2 $ 10, $ 20, $ - 12 Ductile iron fittings LB 4000 $ 5.00 $ 20, $ - 13 Ties into existing 18" water line EA 2 $ 5, $ 10, $ - 14 Water line marker EA 7 $ $ 1, $ - 15 Silt fence LF 700 $ 3.50 $ 2, $ - 16 Seeding areas disturbed by construction AC 0.75 $ $ $ Engineering - principal HR 4 $ $ $ Engineering - project manager HR 104 $ $ 11, $ Engineering - design technician HR 98 $ $ 5, $ Engineering - survey field party HR 28 $ $ 2, $ Engineering - project assistant HR 16 $ $ $ Engineering - secretary HR 55 $ $ 2, $ Engineering - project representative HR 181 $ $ 9, $ Travel Strategies MI for Utility Owner 180Participation $ 0.58 $ $ 23 - Total $ 490, $ - $ -

24 Items Worksheet (Example 2) Strategies for Utility Owner Participation 24

25 Item Disaggregation Analysis Worksheet Strategies for Utility Owner Participation 25

26 Cost Category Summary Worksheet Strategies for Utility Owner Participation 26

27 Strategies to Encourage and Facilitate Utility Participation 1. Modernization of the utility process 2. Utility conflict matrix approach 3. Streamlining and standardization of utility cost data submissions 4. Core skill training on utility topics Strategies for Utility Owner Participation 27

28 Training Needs TxDOT Utility coordinators Design engineers, project managers, area engineers Right of Way Division officials Construction inspectors Utility Owners Executive level, design staff, field staff Consultants and contractors Transportation, utility coordination, utility investigations Strategies for Utility Owner Participation 28

29 Training Topics Open PDF File Strategies for Utility Owner Participation 29

30 Best Practices for Utility Investigations in the TxDOT Project Development Process Project Transportation Operations Group 30

31 Research Objective Develop best practices for the most effective use of utility investigations in the project development process minimize project delays and interruptions enable more effective use of project funds Transportation Operations Group 31

32 Project Deliverables Workshop Guidebook and Training Materials PowerPoint presentation and handouts Instruction manual Research Report Best practices for utility investigations Recommendations for the implementation of research results Transportation Operations Group 32

33 What We Did Reviewed current utility investigation techniques and technologies Analyzed TxDOT project data Surveyed TxDOT officials, utility stakeholders, and other states about utility investigation best practices Conducted workshops to discuss best practices Selected key best practices and developed training course Transportation Operations Group 33

34 TxDOT Survey 269 recipients 129 responded (48%) 139 did not respond (52%) 1 opted out Transportation Operations Group 34

35 Types of Utility Investigation Techniques (All Responders) Existing records research Surveying of surface utility appurtenances Pipe and cable locators Vacuum excavation Ground penetrating radar Magnetic methods Other Terrain conductivity Elastic wave methods (e.g., acoustic location) Ground penetrating radar arrays Infrared thermography 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Transportation Operations Group 35

36 Estimated Project Cost Savings Survey of TxDOT Personnel :1, 7% Don't Know, 54% Other, 46% 2:1, 9% 3:1, 4% 4:1, 6% 5:1, 9% 10:1, 7% 20:1, 4% (Savings per $ spent on SUE QLA and QLB) Transportation Operations Group 36

37 TxDOT Sentiment on Subsurface Utility Engineering Unsure about how to use/inexperience with technology Uncertainty about benefit Overall good/high satisfaction with deliverables Some challenges with quality, accuracy, and scheduling Lack of funding Transportation Operations Group 37

38 Workshop Overview Half-day course Key utility investigation concepts Utility impact analysis Group exercise using TxDOT sample projects Transportation Operations Group 38

39 Workshop Objectives Describe SUE concepts and Quality Levels What are common SUE technologies? Limitations, benefits, and best uses SUE best practices Identify when SUE occurs in the project development process Perform a utility impact analysis Transportation Operations Group 39

40 Ground Penetrating Radar (GPR) Transmit EM signal, receive and record signal reflection UHF/VHF range Transportation Operations Group 40

41 GPR: Buried Valve Cover and Utility Pipes Ground surface Buried valve cover Utilities Bottom of subbase Bottom of pavement Narcoossee Rd & Rummel Rd, St. Cloud, FL Transportation Operations Group 41

42 Utility Investigations: Balancing Cost vs. Risk Transportation Operations Group 42

43 Transportation Operations Group 43

44 Utility Impact Analysis Project screening tool Excel spreadsheet or macro Estimate impact of utilities on a project Estimate need for SUE QL A and QL B Transportation Operations Group 44

45 Utility Impact Analysis Using Excel Transportation Operations Group 45

46 Utility Impact Analysis: Exercise Transportation Operations Group 46

47 Project Implementation Training workshop implementation under way Research report available soon Transportation Operations Group 47

48 What s Next Operational Excellence Finalize streamlined process Training Utility Accommodation Services contracts Utility Accommodation and Conflict Tracker TxDOT Right of Way Division / Protecting private-property rights in Texas

49 TxDOT Right of Way Division / Protecting private-property rights in Texas

50 Contact Information Charon Williams TxDOT / ROW Division charon.williams@txdot.gov TxDOT Right of Way Division / Protecting private-property rights in Texas