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ACEC/WisDOT Transportation Improvement Conference. Best Practices in Managing WisDOT’s Mega & ARRA Projects. Breakout Session B, Track 4 Part 1 Gary Whited, CMSC. Best Practices on Megaprojects and ARRA Projects. A WisDOT Policy Research Project. By:
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ACEC/WisDOT Transportation Improvement Conference Best Practices in Managing WisDOT’s Mega & ARRA Projects Breakout Session B, Track 4 Part 1 Gary Whited, CMSC
Best Practices on Megaprojects and ARRA Projects A WisDOT Policy Research Project By: Construction and Materials Support Center UW-Madison
Presentation Overview • Part 1 • Research Project Background • Update on project progress • Obtain your input on select BPs • Part 2 • Overview of ARRA Program • Procedures used in managing ARRA • Results and accomplishments
Research Project Background • Since 2004, WisDOT implemented new techniques, methods, processes, and procedures for management: • Megaprojects • American Recovery and Reinvestment Act (ARRA) projects
Research Project Background • Research Idea: • Identify best practices, procedures, standards, and programs • Evaluate effectiveness • Determine benefits for future use • Recommend those that should be adopted • Suggest adoption strategies
Problem Statement • Considerable benefit from comprehensive evaluation of management processes • Evaluate best practices and lessons learned: • Determine effectiveness • Sufficient benefit to be widely implemented
CMSC Project Scope • WisDOT Research & Communication Services Section solicited ideas for topic areas • Focus of initial research efforts: • Project Management with Benchmarking and Metrics • Project Change Control • Document Control and Reporting • Financial Reporting
Research Methods • Focus • Marquette Interchange • I-94 North-South Corridor • USH 41 Expansion • ARRA Projects • PCEE Program • Other National and International Transportation projects and sources
Study Timeline Mar. 2010 Sept. 2010 Dec. 2011 Mar. 2011 Jun. 2011 Task 1: Data Collection • Literature review - Inventory existing WisDOT efforts - Review existing documents and databases - Interview experienced personnel Task 2: Indentify Best Practices • Confirm usefulness - Evaluate level of benefit - Evaluate Program vs. Project specific Determine benchmarks Task 3: Summarize Best Practices • Essential elements and tools - Conditions for successful application - Benefits and cost implications – Examples Task 4: Implementation Strategies • Indentify barriers - Recommend methods and tools for overcoming - Suggest needed education and training Task 1 Task 2 Task 3 Task 4
Best Practice Inventory • Best Practices listed by source • Categorized by the study emphasis areas • Objectives identified and classified as primary and secondary • Consolidated to list of 46 which were reviewed with experienced practitioners • Continuing to gather input regarding application of the Best Practices
Best Practice Breakdown • Project Management (31) • Change Management (7) • Document Control (6) • Financial Reporting (2)
Breakout Session Input • Experience and knowledge level of the Best Practice • Overall impression of the Best Practice • Thoughts on WisDOT adopting the Best Practice
How familiar are you with the movieSmokey and the Bandit? • Not at all • Slightly • Somewhat • Very • Don’t know & Don’t Care
1970’s Movie • Starred Burt Reynolds • Several sequels & TV shows • Car chases and silliness • Line from the theme song: • “We’ve got a long way to go • and a short time to get • there.”
Best Practice: PM-2 Utilize a Request For Information (RFI) Form and Process • Used by contractors to obtain clarification of the plans, specifications, special provisions, or other contract documents • Provides a means to document and monitor questions and answers provided during construction.
PM-2 How experienced are you with using this BP? • Not at all • Slightly • Somewhat • Very
PM-2 How would you describe your experience with this BP? • Negative • Somewhat negative • Neither negative or positive • Somewhat positive • Positive
PM-2 How important do you think it is that WisDOT implement this BP? • Not at all • Slightly • Somewhat • Very • Extremely
Best Practice: PM-11 Prepare cost-to-complete budget projections • Project delivery team is required to prepare and submit monthly cost-to-complete projections • Includes cost of work performed, budgeted work scheduled, contract mods, quantity over/underruns and anticipated contract mods, etc.
PM-11 How experienced are you with using this BP? • Not at all • Slightly • Somewhat • Very
PM-11 How would you describe your experience with this BP? • Negative • Somewhat negative • Neither negative or positive • Somewhat positive • Positive
PM-11 How important do you think it is that WisDOT implement this BP? • Not at all • Slightly • Somewhat • Very • Extremely
Best Practice: PM-6 Require use of Three-Week, Look- Ahead schedules • Contractor must submit weekly a three-week look-ahead schedule that includes: • activities underway • as-built dates for past week • planned work for upcoming two-weeks • potential impacts to traffic, etc.
PM-6 How experienced are you with using this BP? • Not at all • Slightly • Somewhat • Very
PM-6 How would you describe your experience with this BP? • Negative • Somewhat negative • Neither negative or positive • Somewhat positive • Positive
PM-6 How important do you think it is that WisDOT implement this BP? • Not at all • Slightly • Somewhat • Very • Extremely
Best Practice: PM-3 Utilize Design Liaison (Transparency) contracts • WisDOT contracts with design firm to compensate them for their consulting efforts regarding plan questions during construction. • Provides ready access to designer for assistance in answering questions on plan clarifications or design changes
PM-3 How experienced are you with using this BP? • Not at all • Slightly • Somewhat • Very
PM-3 How would you describe your experience with this BP? • Negative • Somewhat negative • Neither negative or positive • Somewhat positive • Positive
PM-3 How important do you think it is that WisDOT implement this BP? • Not at all • Slightly • Somewhat • Very • Extremely
Best Practice: FR-1 Implement monthly project financial reporting system • Project delivery team is required to prepare and submit monthly cost data including: • actual expenditures vs. budget • percent of current budget expended • percent of time expended • anticipated cost-to-complete • value of pending contract mods • reserve balances
FR-1 How experienced are you with using this BP? • Not at all • Slightly • Somewhat • Very
FR-1 How would you describe your experience with this BP? • Negative • Somewhat negative • Neither negative or positive • Somewhat positive • Positive
FR-1 How important do you think it is that WisDOT implement this BP? • Not at all • Slightly • Somewhat • Very • Extremely
Breakout Session Tolerability Index • Tolerable • Mildly Irritating • Somewhat Irritating • Significantly Irritating • Unbearable