AASHTO SCOD Task Force Report Preconstruction Engineering Management (PCEM) June 2003 Robert Pratt, Vice Chairman

Our Focus Develop guidance in the management of the preconstruction engineering process

Managing for Quality  Defining Quality  Developing Quality  Assessing Quality

Engineering Management  The overall process  Characteristics of a good Management system  Tracking/scheduling systems  Consultant Usage  Training  Currently used systems

Current Work Status of 1991 Guide Review WHAT WE HAVE DONE:  Identified portions which need to be updated  Developed web based questionaire  Obtained input from SCOD (94% response rate)  Prepared some examples of our findings

Questions related to Several General Areas  Organizational Structure  Project Management Practices  Project Development Processes  Computer Systems and Software  Streamlining  Use of Consultants  Performance Measures

For Example: Here are some Preliminary Findings Related to the Use of Consultants

Use of Consultants Number of States Reporting

Do you utilize a financial incentive/disincentive program for engineering services?

Typically, what is your annual expenditure for consultant engineering services related to the preconstruction engineering process (design, plan preparation, etc.)?

Annual Expenditure for Consultant Services

Current Work Status of 1991 Guide Review – Cont’d WHAT WE WILL DO:  Provide each state with a summary of all responses  Provide access to each states’ individual response  Identify trends which may be of value  Identify issues which may need to be addressed

Managing Consultants  Establishing Consultant Programs  Preparing Contracts  Selecting Consultants  Managing Consultants  Etc.

Current Work Status of 1996 Guide Review.  We have created an unedited list of possible issues related to Consultant usage  We are seeking input from the SCOD regarding the areas most in need of emphasis Areas considered include:

Issues related to consultant usage –Costing, i.e., overhead rates –Indemnification –Incentives/disincentives –Collaborative/interactive negotiations –Selection process –Location preference –Brooks Bill –How errors and omissions are addressed

Issues related to consultant usage – Cont’d –Application of errors and omissions clause in contracts –Quality control –Cost scheduling –Accountability –PS&E/Bid preparation –Feed back process documentation –State practice on master contracts and/or on- call contracts –Task orders –Scope negotiations

We seek your input  To identify issues that are most important  To develop guidance and best practices information

Task Force Report Preconstruction Engineering Management (PCEM) Thank You.