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Getting Ready to Get the Job. Getting as much information as possible prior to making the proposal Profile the project Anticipate constraints, standards, working relationships Research - become knowledgeable about that type of project Don’t judge the information (yet) Requirements capture
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Getting Ready to Get the Job • Getting as much information as possible prior to making the proposal • Profile the project • Anticipate constraints, standards, working relationships • Research - become knowledgeable about that type of project • Don’t judge the information (yet) • Requirements capture • Use checklists (memory aid) • Many other tools & techniques available
Problem Definition Checklists “The direction of the engineering effort is totally dependent on the project’s scope definition…engineering organizations should develop checklists for use in extracting needed scope information and design criteria from owners.” taken from the Manual for Special Project Management by The Construction Industry Institute Publication
Generic Questions for Problem Definition How big is the problem? What is distinct about the problem? What makes this a problem? What events caused this problem? How long has it existed? Why is it a problem? How did the problem get started? Who has been involved? In what way and why? Where is it located? Does the problem pose a threat to people, the community, the organization? In what way? Does the problem have long-term or only short-term effects? How complex is the problem? How are the different aspects related? Can some factors be handled separately? Adapted from E. Lumsdaine & M. Lumsdaine, Creative Problem Solving
Specific Problem Definition Checklist • General conditions • summary of work • owner obligations • working relationship between all project people • authority and responsibility of engineer • project description contradictions • allowances • extension for time delays • tolerances • changed conditions (unforseen conditions)
Problem Definition Checklist • General conditions • fully defined scope of work • pre-design, design, construction? • measurement and payment • field engineering services • regulatory requirements • special project procedures • project meetings • submittals/deliverables • quality control
Problem Definition Checklist • General conditions • materials and equipment • commissioning • contract closeout • contract termination rights • final payment • maintenance • temporary facilities and controls
Problem Definition Checklists • Sitework • subsurface investigations • topographic surveys • property boundaries • unusual/special features • site preparations • site improvements • landscaping
Proposal phase planning • define the problem through strategic planning • goals, objectives, criteria • develop alternative preliminary design solutions • select a design concept • scope out the work • anticipate staffing • build a design schedule • estimate your budget • identify what you will deliver • contract negotiations
Strategic Planning • Establish design goals • state what the system (design) is to accomplish • how other systems and the environment will affect the project • generalized, brief statements “Design a branch post-office building with 100 employees that is to be constructed on a site owned by the client. The building should harmonize with neighboring structures. Design must be completed within 90 days and construction within 1 year. Construction cost is not to exceed $500,000.” taken from Merritt, Loftin, & Ricketts, Standard handbook for Civil Engineers
Strategic Planning • Objectives • Provide the details • What the system must satisfy to meet the goals • Should include constraints and applicable standards • In example: • Minimize fire exposure • Minimize life-cycle costs • Maintain quality design
Strategic Planning • Establish criteria • At least on criterion per objective • A range of values that the performance must lie to insure that the objective is met. • In example: • minimize fire exposure - use 2-hr rated building systems • maintain quality design - conform to the 1997 UBC
Seba Dalkai SchoolReconstruction A Quest for Tradition
Background • Located on Navajo Reservation north of Winslow • BIA school, K-12 • Board is on-track to reconstruct with traditional values & elements incorporated • Full Design Approval and Funding • Will be competing for BIA construction $
Master Plan • Demolish and rebuild • save traditional structures • utilized main building as museum/community center • new classrooms, dorm, 7 residential housing • Traditional Elements (examples) • circular design • east main entrance
Master Plan • Additional Elements • reintroduce indigenous plants • sustainability • energy efficient • water reuse • multiple land uses (examples) • instructional • agricultural • spiritual
Project Concept: Integrated Water System • Design and cost feasibility • Optimization of available water resources • Simple to operate and maintain • Safe • Reliable • Complies with applicable codes/regulations
Preliminary Project Definition.A Discussion • What is an integrated water system? • What are its elements of design? • What determines its feasibility? • Cost feasibility • Design feasibility • What information is needed to design it?