1. Resident Engineer Training
AASHTO Subcommittee on Construction
2010 Annual Meeting
Burlington VT
Ken Jacoby
Federal Highway Administration
Office of Asset Management

2. Background TCCC Study (2003) FHWA “Phase 1” Initiative (2009)
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.

3. Phase 1 – Curriculum Total of 9 subject areas
Total of 38 courses within the 9 subject areas
Subject Areas
Technical
Project Controls
Safety & Legal
Contract Administration
Environmental
Quality Assurance
Third Party Coordination
Considerations during Project Development
Interpersonal & Leadership Skills

4. Subject Areas Technical Considerations during Project Development
Grading
Drainage
Aggregate Inspection
Geotechnical Construction
New Structure Construction
PCC Pavement Field Inspection
Hot Mix Asphalt Field Inspection
Asphalt Recycling
Landscaping
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
Provide management level information on calculation checks, payment approvals, managing contract changes, reviewing inspection reports, measurements, and test results, and plan/manage next steps for the most common technical areas.
Techniques in dealing with common issues that arise in the technical areas
Hot topics or current issues that State DOTs are dealing with in the technical areas. (e.g. GPS grading, resilient modulus testing)
Impact of technical changes on other dependencies (e.g. Schedule delay occurring due to change in aggregate inspection method)
Refresher on technical areas

5. Subject Areas (continued)
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
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

6. Subject Areas (continued)
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
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

7. Subject Areas (continued)
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
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)
Different acceptance criteria and methods based on procurement methods (e.g. D-B-B, D-B,

8. Subject Areas (continued)
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
Interpersonal and Leadership Skills
Communication
Leadership
Public Relations
Conflict Resolution
Ethical Conduct

9. Available Courses Summary
Subject Area
Courses
Agencies
Technical 6
FHWA, NHI
Involvement During Project Development Process 8
FHWA, NHI, MnDOT, ODOT, SCDOT, ASCE
Project Controls 24
FHWA, NHI, MnDOT, SCDOT, TxDOT, WSDOT, ASCE, Universities
Safety and Legal 12
NHI, MnDOT, SCDOT, TxDOT, ASCE, Universities, OSHA, ARTBA
Contract Administration 16
FHWA, NHI, MnDOT, SCDOT, TxDOT
Environmental 5
NHI, SCDOT, TxDOT, ASCE, Universities
Quality Management 13
NHI, MnDOT, SCDOT, TxDOT
Third Party Coordination
FHWA, MnDOT, SCDOT, TxDOT
Interpersonal and Leadership Skills 11
MnDOT, SCDOT, TxDOT, WSDOT, ASCE

10. Gap Matrix Subject Area Courses Course Availability Project Controls
Scope, Schedule, and Budget
Project Management (TxDOT - DEV904, DEV912, DEV913, DEV914, DEV915)
Project Management Professional (PMP) Certifications (FHWA)
Project management (ASCE)
Risk Management
Risk Management (NHI)
Risk Assessment and Allocation for Highway Construction (FHWA)
Risk management (MIT)
Earned Value Methods
Earned Value Management (ASCE)
Project Management Academy (WSDOT)
Risk Assessment (TxDOT)
Critical Path Method (CPM) Scheduling
Use of CPM for Estimating, Scheduling, and Timely Completion (NHI)
Resident Engineer Academy (SCDOT) - Construction Management Module
Contract Time Manual (MnDOT)

11. 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
Develop as a “curriculum” rather than a “course”. This will allow participants to take just a few of the courses suitable for their needs.
Utilize training materials and training frameworks available from various states and NHI.
Manage scope as courses are developed. The Academy’s goal is to focus on management aspects of construction; hence courses should not be too technical in nature.
Consider all available delivery methods (web-based training, virtual classrooms, in-class) as applicable.

12. 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

13. Thank You!
For More Information Contact: Ken Jacoby Telephone: (202)