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Resident Engineer Training. Ken Jacoby Federal Highway Administration Office of Asset Management . AASHTO Subcommittee on Construction 2010 Annual Meeting Burlington VT. Background. TCCC Study (2003) 53% of states have no formal training for construction managers
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Resident Engineer Training Ken Jacoby Federal Highway Administration Office of Asset Management AASHTO Subcommittee on Construction 2010 Annual Meeting Burlington VT
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.
Phase 1 – Curriculum • Total of 9 subject areas • Total of 38 courses within the 9 subject areas
Subject Areas • 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 • Technical • Grading • Drainage • Aggregate Inspection • Geotechnical Construction • New Structure Construction • PCC Pavement Field Inspection • Hot Mix Asphalt Field Inspection • Asphalt Recycling • Landscaping
Subject Areas (continued) • 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 • 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
Subject Areas (continued) • 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 • 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 • Interpret specifications for change orders
Subject Areas (continued) • 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) • 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
Subject Areas (continued) • Interpersonal and Leadership Skills • Communication • Leadership • Public Relations • Conflict Resolution • Ethical Conduct • 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
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
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