2007 Highways & Engineering Conference

1. 2007 Highways & Engineering Conference Questions on Consultant Plans

2. Welcome • Tom Martin - Consultant Design Engineer • Tim Conway – Consultant Plans Engineer • Miki Lloyd – Consultant Project Engineer • Mark Cyr – EPM, Missoula District • Jim Mitchell – EPM, Missoula District • Kevin Christensen – Construction Engineer • Paul Jagoda - Construction Engineering Services Engineer

3. What to expect • Goals & Objectives • Background • Avenues and Procedures • Examples • Q&A

4. Goals & Objectives • Goal • Objectives • Clarify lines of communication • Offer guidance

5. Background • Original PE contract • Let & Award Project • CE Amendment • Today

6. AVENUES

7. Lack of Information

8. Lack of Information • Definition • Error/Omission? • Billable? • Example

9. Procedure: Lack of Information • EPM: Phone or email Consultant • Email cc to MDT Consultant Project Engineer (MDT-CPE) • Inform being considered “Lack of Information” • State the request/question • Identify required timeframe • Consultant: Respond via phone or email • Keep MDT-CPE informed via email

10. Construction Engineering Contract

11. Construction Engineering Contract – Regular CE Tasks

12. Construction Engineering Contract – Regular CE Tasks • Definition • Error/Omission? • Billable? • Example

13. Procedure: Construction Engineering Contract - Regular CE Tasks • District: DA or designee request CE contract amendment to MDT-CPE • MDT-CPE: Execute CE contract amendment • EPM: Phone or email • Email cc to MDT Consultant Project Engineer (MDT-CPE) • Inform being considered “Regular CE work” • State the request/question • Identify required timeframe • Primary point of contact; MDT-CPE advised • Consultant: Respond via phone or email • Keep MDT-CPE informed via email • Monitor budget

14. Construction Engineering Contract – Substantial Engineering Support

15. Construction Engineering Contract – Substantial Engineering Support • Definition • Error/Omission? • Billable? • Example

16. Procedure: Construction Engineering Contract – Substantial Engineering Support • District: DA or designee request CE contract amendment to MDT-CPE • MDT-CPE: Execute CE contract amendment • Consultant: Starts Substantial Engineering Support • MDT-CPE/EPM: Primary point of contact • Consultant: Respond via phone or email • Keep MDT-CPE informed via email • Monitor budget

17. Erors & Omissions

18. Errors & Omissions • Definitions • Error • Omission • Corrective Action • Billable? • Example

19. Flowpath

20. Box 1 – Error Identification • Identification • Error/Omission • Protection

21. Box 2 – Notification • MDT Engineering Project Manager (EPM) • MDT Consultant Design Engineer • MDT Bridge Engineer • MDT Consultant Project Engineer (CPE) • Consultant • Contractual Obligation

22. Box 3 – Determine Responsibility

23. Box 4 – Not Chargeable • EPM Corrective Action • Resources • Department Personnel • Consultant

24. Box 5 – Chargeable • EPM tracks time & costs • Charge Number 067 • CPE tracks time & notifies Consultant • Satisfies contractual obligation

25. Box 6 – Research Solution • EPM & Consultant • Assistance from CPE

26. Box 7 – Solution • EPM write Change Order

27. Box 8 – Documentation • EPM submits final costs to CPE • Within 60 days

28. Box 9 – Compilation • CPE compiles time & cost data • CPE determines justifiable costs

29. Box 10 – Resolution • CDE drafts letter to Consultant • Details costs • Requests payment • Within 30 days • Satisfies contractual obligation

30. Box 11 - Consultant Performance Evaluation • EPM • Other MDT employees

32. Examples

33. Questions?