Project Delivery. TTAP Project Delivery Class Descriptions

Transcription

1 Project Delivery Construction Contract Administration Contract Management for A&E Consultant Services Cost and Schedule Management Developing a Statement of Work Emergency Relief Projects Environmental Permits, Certificates and Licenses Environmental Requirements for Transportation Projects Force Accounts Getting Your Project Started Introduction to Highway Construction Inspection Procedures for ROW Acquisition Project Completion and Closeout Quality Assurance and Quality Control Storm Water and Erosion Control Utility Coordination TTAP Project Delivery Class Descriptions

2 Construction Contract Administration A construction contract administrator is responsible for managing the terms of the building contract between parties. Contract administration requires knowledge and skills to maintain the integrity of a contract and apply routine provisions that are necessary. In this 3.5-hour class students will gain knowledge of contract administration including the ability to set up appropriate office procedures and to how keep accurate records for the term of the building contract. Learners will also become familiar with elements of contract administration including the importance of the pre-bid conferences, post award activities and general contract requirements. After successful completion of Construction Contract Administration students should be able to; 1. Construct and specify the need for a contract; 2. Identify contract risks and how to eliminate them; 3. Define contract administration and what it entails; 4. Relate the use of critical documentation and record keeping; 5. Summarize the importance of pre-bid and post award activities; 6. Identify general contract requirements; and 7. Explain bond requirements and contract revisions Module 1- Introduction Module 2- Identify Project Risks Module 3- Contract Administration Module 4- Identify Bonding Requirements Module 5- Pre-Award Phase Module 6- Showing the Project Module 7- Post Award/Pre-con This class is intended for project managers, area engineers, construction administrators, or anyone wanting to learn more about construction contract management.

3 Contract Management for A&E Consultant Services As projects become more sophisticated and tribal transportation personnel more burdened, the use of consultants to begin and complete projects is become more in demand. Consultants perform a great majority of work for tribal transportation groups and agencies. This work ranges from basic project development, PS&E, and in some cases complete design/build. Managing consultant contracts is an extremely important responsibility for tribes. Ensuring consultants meet the deliverables of the contract can be a daunting task. In this 3.5-hour class students will gain knowledge in working with consultants in managing consultant contracts for tribal transportation projects, and in ensuring a reliable process resulting in a quality product. Learning Outcomes After successful completion of Contract Management for AE Consultant Contracts, students should be able to; 1. Define good contract management; 2. Prepare for a good consultant and agency relationship; 3. Identify ways staff and consultants can work together; 4. Create successful work schedules; 5. Describe successful project completion; 6. Explain the importance of payment to consultants; 7. Describe balance of control in the project; and 8. Identify the various steps of dispute resolution. Agenda Module 1- Beginning Work Module 2- Working with Staff Module 3- Developing Work Schedules Module 4- Communicating with the Consultant Module 5- Paying Consultants Module 6- Controlling Process and Product Module 7- Evaluating a Consultant s Work Module 8- Resolution Dispute This class is intended for project managers, contract managers, those involved with the consultant selection and oversight process, and anyone interested in wanting to learn more about managing consultant contracts. Project Delivery

4 Cost and Schedule Management Excessive construction periods due to project inefficiencies can frustrate drivers and can extend the possibility of additional hazards driving through work zones. Two of the primary constraints of a project are the schedule and the cost. The focus of this 3.5-hour class will help participants gain information about the importance of scheduling and budgeting a project. Participants will learn techniques to set plan schedules and budgets with key stakeholders. Learners will understand the importance of monitoring and controlling the project performance and why it is imperative to provide continual schedule and budget updates. After successful completion Cost and Schedule Management students should be able to; 1. Understand the role of project management; 2. Explain planning techniques and skills; 3. Describe the role of leadership and effective communication; 4. Identify key activities in project planning; 5. Understand project managers use to schedule projects; 6. Become familiar with various project planning tools; 7. Introduce key project control activities; 8. Explore using project planning products in the project control phase; and 9. Methods for maintain project documentation. Module 1- Project Management Fundamentals Module 2- Project Planning Focusing on Cost and Schedule Management Module 3- Project Control Module 4- Project Documentation This class is intended for project managers, project inspectors, record keepers, and anyone wanting to learn more about how to manage a project s cost and schedule.

5 Developing a Statement of Work for A&E Contracts The 3.5-hour class will teach students how to develop a statement of work, which is an essential part of both the contract and project management process. We will review how a basic Statement of Work should include precise work details, schedules, terms, and expected outcomes, and how imperative it is done correctly to prevent any misunderstanding on the job. During the second half of the class, we will cover more advanced concepts. Students will gain information about additional key elements that are required to for writing an effective Statement of Work (SOW) for A&E contracts including contingency tasks, and how developing your project in phases can help maintain a more organized project and have a positive effect on the overall job completion. After successful completion Developing a Statement of Work for A&E Contracts students should be able to;1.defineabasicstatementofwork(sow)anditspurpose;2.arrangethesowinanorganizedmanner according to specific formats; 3. Use appropriate tips for writing the most effective SOW for your project; 4. Apply additional key elements and requirements to the SOW for A&E contracts; 5. Organize the SOW for A&E contracts; and 6. Select appropriate language and style when writing a SOW. Module 1: Understanding the Basics for Writing a SOW Module 2: Key elements of a SOW Module 3: Advanced Elements when Writing a SOW for A&E Contracts Module 4: Additional Elements of a SOW This class is intended for project managers and contract administrators. This class is introductory, so it will provide the basics for anyone wanting to move into the management field. Project Delivery

6 Emergency Relief Projects Various federal programs support tribal governments in times of natural disaster. Funds to restore travel, minimize damage and protect the remaining facilities are available for emergency and permanent repairs to roads and highways. This 3.5-hour class will review options related to submitting, adopting, implementing and funding relief projects. A variety of federal resources will be reviewed including the FHWA s Emergency Relief for Federally Owned Roads (ERFO) program and Federal Emergency Management Agency (FEMA) tribal resources including Emergency Preparedness grants. The class will address damage assessment, damage survey report checklists and field measurements. Upon completion of the class, participants will be able to; 1. Identify disaster relief programs and their authorization; 2. Identify Emergency Relief, Emergency Relief Federally Owned program intent, funding sources, and key policies; 3. Describe disaster assessment and approval; 4. Learn assessment and approval responsibilities; 5. Learn emergency repair definition and timeline; 6. Explain permanent repairs and approvals; 7. Describe steps of the EFRO program administration process; 8. Understand which of your agency s transportation facilities will be approved for funding; 9. Use eligibility statements to discuss if damage is eligible; 10. Explain how to safely collect field data; 11. Complete an acceptable damage survey report; and 12. Prepare for closeout. Module 1- Emergency Relief Programs Overview Module 2- Disaster Assessment and Approval Module 3- Emergency Repairs Module 4- Permanent Repairs Module 5- Program Administration Module 6- Eligible Facilities Module 7- Eligible Damage and Repairs Module 8- Site Assessment Module 9- Damage Survey Repairs Module 10- Repair Approval Module 11- Betterments Module 12- Closeout This class is intended for area engineers, maintenance leaders, contract specialists and administrators, maintenance supervisors/leaders, those who work in emergency repair projects, and those wanting to learn more about the emergency relief program.

7 Environmental Permits, Certificates, and Licenses Meeting the environmental requirements to begin a transportation project demands a knowledge of the needed permits and processes. Individuals responsible for meeting these tasks prior to the construction must have the knowledge, skills, and abilities to document the process and needed permits so projects can meet letting and schedules. In this 3.5-hour class students will gain knowledge of the environmental permits in relation to the NEPA process needed to begin a project and bring it to construction. Students will also become familiar with the language and necessary elements to produce quality environmental documents for a successful outcome. After successful completion of Environmental Permits, Certificates, and Licenses, students should be able to; 1. Identify the various permits and certifications in the environmental process; 2. Demonstrate when to apply for the various permits in relation to transportation projects; 3. Identify the process used to fill out necessary documents; and 4. Define the necessary steps to ensure successful documentation. Module1: Permits and Acts Module 2: NPDES Phase II Module 3: Section 404 Permits Module 4: Section 401 permits Module 5: Wildlife and Habitat Approvals Module 6: Air Quality Standards Module 7: Historic Permits Module 8: Stream and Wetland Permits Module 9: Local Ordinances Module 10: Honoring Commitments Module 11: Erosion Control Measures This class is intended for project managers and developers. This class is introductory, so it will also help prepare an individual who wants to enter the management field. Project Delivery

8 Environmental Requirements for Transportation Projects Projects involving federal funding or those which could have an impact on the environment are required to meet federal environmental laws and regulations. Individuals appointed by the tribe to ensure environmental requirements are met must know the process for meeting those requirements. Managers responsible for meeting environmental requirements need to possess the knowledge and skills to maintain the integrity of developing the project to meet those requirements throughout the planning and delivery phase. In this 3.5-hour class students will gain knowledge of the environmental requirements needed to begin a project and bring it to construction. Students will also become familiar with sections of the environmental process including those required by the federal Highway Administration and the Environmental Protection Agency. After successful completion of Environmental Requirements for Transportation Projects, students should be able to; 1. Understand the basic elements of the NEPA process in relation to transportation projects; 2. Identify and gain an understanding of the documents needed for approval to begin transportation projects; 3. Define project management in terms of the NEPA process; 4. Relate the use of critical documentation to planning projects; 5. Identify best practices from other DOT s; and 6. Summarize the environmental process from planning to construction. Module 1: Environmental Considerations for Projects Module 2: National Environmental Policy Act (NEPA) Module 3: NEPA Process Module 4: NEPA Considerations Module 5: NEPA Project Management Module 6: NEPA Documentation Module 7: NEPA Scoping Module 8: Environmental Impact Statements Module 9: Environmental Assessment Module 10: Categorical Exclusions This class is intended for project managers, engineers, and any career that will oversee a project that requires compliance with federal/state/local environmental policy..

9 Force Accounts Highway and road construction can be an expensive and time-consuming process. Rarely does a project begin and end without some issue arising that can change the scope or cost of a project. Often, these changes to the project can be costly and turn a relatively inexpensive project into a major financial problem. When changes do take place in a project, it is important tribal groups examine ways and methods to keep the project from going overbudget. Through the use of force accounts, tribes can help reduce costs and complete projects more quickly. In this 3.5-hour class students will have a better understanding of how to use force accounts on projects, controlling project costs, and how to deal with issues in a financially responsible way. After successful completion of Force Accounts, students should be able to; 1. Understand the importance of controlling project costs; 2. How force accounts are utilized in project construction; 3. How to handle changes during the construction phase that will impact the budget; 4. Identify ways of reducing the use of force accounts during construction; 5. How to successfully use tribal force account crews to reduce costs on maintenance and construction projects; and 6. Identify when to use change orders vs. force accounts. Module 1- Force Accounts Overview Module 2- Force Account Types Module 3- Force Accounts by Tribal Crews Module 4- Contractor Projects Module 5- Force Accounts on Contractor Projects Module 6- Managing Contract Modifications This class is intended for area engineers, maintenance leaders, project inspectors, project record keepers and those wanting to learn more about force accounts. Project Delivery

10 Getting Your Project Started Getting your project off the ground can sometimes be challenging when there are so many details involved. In this 3.5-hour class students will learn the appropriate steps to take when starting a project. We will review the basics of project management and how planning, organizing, controlling, and measuring a project is key to success. Students will learn the project life cycle and how each phase of a project leads to the next. Learners will gain an understanding of the role of a project manager and how their leadership has a large impact on team and project success. After successful completion of Getting Your Project Started students should be able to; 1. Construct a project roadmap; 2. Describe key elements of project management; 3. Define the project cycle; 4. Define and initiate a planning process; 5. Identify the role of the project manager; 6. Summarize the communication process and its critical role in project success; and 7. Select a project team and identify their roles. Module 1: Introduction Module 2: Meetings Module 3: Planning Phase Module 4: Environmental Phase Module 5: Design Phase Module 6: Right of Way Phase Module 7: Construction Phase Module 8: Maintenance and Operation Phase This class is intended for project managers, construction administrators, or anyone wanting to learn the step by phases of getting a project started..

11 Introduction to Highway Construction Inspection Project inspectors play a critical role in ensuring contractors meet all elements and requirements of the construction plans. They are the eyes and ears ensuring the procedures and requirements of the plans are followed and are important stewards of resources involved in project construction. A good project inspector is one who not only understands the desired outcomes and processes involved to successfully complete a project but is able to work with the contractor to help steer them toward solutions to potential problems. In this 3.5-hour class students will gain knowledge of the construction inspection process and the elements needed to be a good inspector. After successful completion of Introduction to Highway Construction Inspection, students should be able to; 1. Explain the importance and need for good project inspection; 2. Identify the elements of a transportation project; 3. Identify the role of project inspection in the QA/QC process; 4. Define the requirements of the highway inspection process; 5. Identify and be able to implement the official duties of a project inspector; and 6. Utilize the needed documents and tools in the inspection process. Module 1: Introduction Module 2: Highway Construction Inspection Module 3: Official Inspector Duties Module 4: Additional Duties Module 5: Your Authority as An Inspector Module 6: PPE Module 7: Documentation This class is intended for project managers, construction and maintenance inspectors, area engineers, record keepers, and anyone involved or interested in wanting to learn more about the highway construction inspection. Project Delivery

12 Procedures for Right-of-Way Acquisition This 3.5-hour class addresses various right-of-way acquisition issues. Right-of-Way is crucial for project construction. Without the needed ROW it is impossible to complete any transportation project. Depending on the project, acquiring the needed ROW can be lengthy, costly, complicated. Understanding the ROW acquisition process can help planners structure their schedules allowing for a smooth transition from planning to actual construction. Utilizing the principles and requirements of the ROW process can also save money and avoid long delays in building a highway. After successful completion of Procedures for Right-of-Way acquisition, students should be able to; 1. Understand the Uniform Act for relocation assistance; 2. Understand the relationship between FHWA and tribal groups in the ROW acquisition process; 3. Identify the NEPA process and its importance prior to purchasing ROW; 4. Be familiar with the impacts to families and businesses when acquiring ROW; 5. Understand the valuation process; and 6. Identify the relocation payments and services process. Module 1- Introduction to the Uniform Act and other federal laws Module 2- Product Delivery and Administrative Matters Module 3- Valuation and Appraisals Module 4- How does ROW work on tribal lands Module 5- Relocation Assistance Module 6- Property Management This class is intended for right-of-way administrators, project managers, designers, maintenance supervisors, and those wanting to learn more about right-of-way acquisition..

13 Project Closeout and Completion Successfully completing a project involves not only meeting the requirements of the contract and plans, it includes completion of the needed process to receive reimbursements. Individuals responsible for closing a project hold an important responsibility in ensuring the correct procedures and followed. Bad planning or not adhering the needed procedures can cause unnecessary delays for the project contractor or agency. In this 3.5-hour class students will gain knowledge of the project closeout and completion standards. Students will also become aware of the necessary documentation for a successful project closeout and completion. After successful completion of Project Closeout and Completion, students should be able to; 1. Describe project closeout; 2. Explain the closeout process; 3. Describe common problems in closing projects; 4. Identify needed documentation; and 5. Share best practices. Module 1- What is project closeout Module 2- Common closeout problems Module 3- Final Acceptance Module 4- Final Voucher Module 5- Closeout Memo Module 6- Comprehensive Project Closeout Module 7- Group Exercise Module 8- Best Practices Module 9- Project Closeout Tips Module 10- Improving Closeout This class is intended for project managers, construction and maintenance inspectors, area engineers, record keepers, and anyone involved or interested in wanting to learn more about the project closeout process. Project Delivery

14 Quality Assurance and Quality Control A comprehensive and established Quality Assurance/Quality Control (QA/QC) Program is essential to a successful outcome. A good QA/QC program begins in the early phases of the project from pre-planning to delivery of the final product. While construction inspectors are viewed as the key to a good construction project, all personnel involved in the all phases of the project are expected to provide quality work. In this 3.5-hour class students will gain knowledge of the Quality Assurance/Quality Control Program in a manner that can be applied to all phases from the environmental process to actual construction. Students will also become familiar with the QA/QC process and its importance to a successful outcome. After successful completion of Quality Assurance and Quality Control, students should be able to; 1. Understand the need for a good Quality Assurance program; 2. Identify the difference between the agency s responsibility and the contractor s responsibility in the QA process; 3. Identify and be able to implement the three major components of the QA process; 4. Define the six core functions of the QA Program; 5. Understand the Dispute Resolution Process; and 6. Define and understand the necessary steps of a good contractor Quality Control Plan in order to assist in a quality product. Module 1: Introduction Module 2: Joint Agency and Industry Support Module 3: Quality Assurance/Quality Control Program Module 4: QA/QC Specifications This class is intended for area engineers, maintenance leaders, inspectors, installers, and maintenance and construction supervisors/leaders, who operate in the transportation arena, and those wanting to learn more about quality assurance/quality control practices..

15 Storm Water and Erosion Control The 3.5-hour Storm Water and Erosion Control class will provide students with an understanding about the requirements for erosion and sediment control for construction. Students will learn about the various types of erosion and how to select and install best management practices to prevent erosion and control sediment on job-sites. The class will also cover Storm Water Pollution Prevention Plans(SW3P) including the requirements needed to obtain a permit, routine inspection checklists, and proper maintenance necessary to ensure your Best Management Practices (BMPs) are doing the job. After successful completion of Storm Water and Erosion Control students should be able to; 1. Define and identify various types of erosion; 2. Explain requirements needed for permits and Storm Water Pollution Prevention Plans; 3. Describe various types of sediment controls or BMPs; 4. Select appropriate BMPs according to the situation; 5. Perform routine inspections of installed BMP s on the site; and 6. Apply appropriate corrective measures to maintain BMPs. Module 1: Introduction to Erosion and Sediment Control Module 2: What is Erosion and Types of erosion Module 3: Erosion vs Sediment Control Module 4: How to Develop a Storm Water Pollution Prevention Plan (SWPPP or SW3P) Module 5: Site Inspections This class is intended for area engineers, maintenance leaders, administrators, maintenance supervisors/leaders, those who work on transportation projects that require erosion and sediment measures to be installed and maintained. This class is also beneficial to transportation professionals who may manage a Storm Water Pollution Prevention Plan. Project Delivery

16 Utility Coordination For years, governments have allowed public utilities to utilize the right-of-way of streets and highway. Coordinating with these public utilities prior to the construction or reconstruction of a highway or road is critical for a successful project. Utility issues are one of the main reasons for delays and scheduling issues of highway projects. Planners and designers must know the proper procedures for coordinating with utilities during the design phase of a project. In this 3.5-hour class students will gain knowledge about working with utilities during the design phase of a project, strategies in successful utility coordination to avoid delays, and safety concerns during utility relocation. After successful completion of Utility Coordination, students should be able to; 1. Explain the role of working with utilities in the different phases of project development; 2. Identify the federal regulations pertaining to utilities; 3. Explain good communication methods in working with utility companies; 4. Describe the role of the American with Disabilities Act (ADA) and environmental concerns during design and reconstruction projects; and 5. Describe planning utilities for safe reconstruction projects. Module 1- Project Development Process Module 2- Utility Accommodation Module 3- Planning, Environment, and Right-of-Way Module 4- Design Module 5- Subsurface Utility Engineering Module 6- Relocation Module 7- Construction This class is intended for project managers, utility coordinators, right-of-way administrators, project inspectors, or anyone wanting to learn more about utility coordination.

17 TTAP Center Tribal Technical Assistance Program Center for Transportation Studies University of Virginia 351 McCormick Road PO Charlotteseville, VA Register for all TTAP classes at ttap.enrollware.com or call the TTAP Center at for assistance Tribal Technical Assistance Program