CALIFORNIA S PUBLIC COMMUNITY TRANSPORTAION CONFERENCE EXPO November 2008

1. CALIFORNIA’S PUBLIC & COMMUNITY TRANSPORTAION CONFERENCE & EXPONovember 2008

2. Agenda Accessing the Handbook Purpose Development Chapters: Project Management Principles and Guidelines Sample Look at the Handbook

3. Accessing the Handbook Available Now for Free (pdf version) FTA Web Site http://www.fta.dot.gov/publications Click on “Other Reports" Click on “Construction Project Management Handbook”

4. Purpose Guidelines to Agencies undertaking Substantial Construction Projects Aimed at Agencies undertaking Projects for First Time or with Little Experience Easy to Use Tool Assist Staff Complete Projects: On Time, Within Budget, and Meet Requirements

5. Development Sponsor: Federal Transit Administration Authored and Produced: Gannett Fleming, Inc Industry Workgroup Agency Survey

6. Chapters: Project Management Principles Introduction Project Development Project Initiation Planning, Environmental Clearance, Real Estate Design Construction Commissioning Project Closeout Project Support References Index

7. Chapters: Project Management Principles Chapter 1: Introduction Project Characteristics, Project Cycle Project Manager Role, Management Principles Projects Have a Beginning and End Construction Project Life Cycle: Planning, Design, Construction, Commissioning Project Manager: Authority to Lead, Bring Prior Experience Balance Scope, Cost Schedule to User Needs Greatest Risk to Success is Scope Creep

8. Chapters: Project Management Principles Chapter 2: Project Development Capital Program and Financial Planning Project Selection and Authorization Assess Assets, Needs, and Identify Gaps Adopt Standard Project Review Framework Establish Criteria to Rank/Select Projects Maintain a Long-Term Capital Plan Balance Capital Needs to Funding Sources Authorize Projects in Useful Segments

9. Chapters: Project Management Principles Chapter 3: Project Initiation Project Requirements and Management Planning Provide Project Authorization Write Project Requirements Document (What the Project is all about) Assess Agency Project Capability & Capacity Select Delivery Strategy Establish Project Organization Write Project Management Plan (How the Project is to be Managed_)

10. Chapters: Project Management Principles Chapter 3: Planning, Environmental, Real Estate Acquisition Planning Studies and Environmental Clearance Site Selection and Real Estate Acquisition Include all Stakeholders Define Agency and Consultant Roles Perform Planning Studies Locate Site(s), Evaluate Environmental Impact, Obtain NEPA Compliance & Permits Purchase Real Estate

11. Chapters: Project Management Principles Chapter 5: Design Conceptual, Preliminary, and Final Design Constructability Reviews and Value Engineering Organize Design Team: In-House/Consultant Establish Design Criteria Conduct Design Reviews Assure Third Party Coordination Perform Quality Assurance/Control Complete Construction Bid Documents Provide Design Support in Construction

12. Chapters: Project Management Principles Chapter 6: Construction Schedule, Cost, and Change Controls Configuration Management, Document Control Make Timely and Decisive Decisions Acquire Construction Management Expertise Delegate Levels of Authority to Project Team Use Change Control Procedures Complete Third Party Work Early Focus Quality and Safety Management on Assurance and Audit Contractor Compliance

13. Chapters: Project Management Principles Chapter 7: Commissioning Testing, Safety and Security Operations Training and Commissioning Identity a Champion to Lead Commissioning Write a Commissioning Plan Include System Integration Testing Implement Safety and Security Certification Require Operation/Maintenance Manuals in Advance of Construction Completion Document As-Built Conditions Accept Equipment when in Operation

14. Chapters: Project Management Principles Chapter 8: Project Closeout Administrative and Contractual Activities Prepare Punch List of Contractor Items Lead a Final Walk Through Resolve Outstanding Changes/Claims Develop a Demobilization Plan Keep Project Team Focused on Close Out Assess and Document Lessons Learned Obtain Project Acceptance from Stakeholders Celebrate Project Completion

15. Chapters: Project Management Principles Chapter 9: Project Support Project Control, Project Accounting, Grant Management, Clerical/Administrative Support Procurement and Contract Administration Communications and Records Management Include Funds in Budget for Support Establish Control Baselines against which to Compare Actual Performance Focus Control on Significant Variances Use Proactive Communication and Avoid Stakeholders being Surprised by Events

16. Chapters: Principles and Management Guidelines Sample Look at the Construction Project Management Handbook