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Consultant Plans Discussion at the 2007 Highways & Engineering Conference

Join us for an insightful discussion on consultant plans at the 2007 Highways & Engineering Conference. Led by industry experts, including Tom Martin, Tim Conway, Miki Lloyd, and others, this session will clarify communication lines and provide guidance on consultant project management. We will cover essential topics such as handling lack of information, construction engineering contracts, and procedures for addressing errors and omissions. This interactive session will feature goals, objectives, examples, and a Q&A. Don't miss this chance to enhance your understanding of engineering project processes!

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Consultant Plans Discussion at the 2007 Highways & Engineering Conference

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Presentation Transcript

  1. 2007 Highways & Engineering Conference Questions on Consultant Plans

  2. Welcome • Tom Martin - Consultant Design Engineer • Tim Conway – Consultant Plans Engineer • Miki Lloyd – Consultant Project Engineer • Mark Cyr – EPM, Missoula District • Jim Mitchell – EPM, Missoula District • Kevin Christensen – Construction Engineer • Paul Jagoda - Construction Engineering Services Engineer

  3. What to expect • Goals & Objectives • Background • Avenues and Procedures • Examples • Q&A

  4. Goals & Objectives • Goal • Objectives • Clarify lines of communication • Offer guidance

  5. Background • Original PE contract • Let & Award Project • CE Amendment • Today

  6. AVENUES

  7. Lack of Information

  8. Lack of Information • Definition • Error/Omission? • Billable? • Example

  9. Procedure: Lack of Information • EPM: Phone or email Consultant • Email cc to MDT Consultant Project Engineer (MDT-CPE) • Inform being considered “Lack of Information” • State the request/question • Identify required timeframe • Consultant: Respond via phone or email • Keep MDT-CPE informed via email

  10. Construction Engineering Contract

  11. Construction Engineering Contract – Regular CE Tasks

  12. Construction Engineering Contract – Regular CE Tasks • Definition • Error/Omission? • Billable? • Example

  13. Procedure: Construction Engineering Contract - Regular CE Tasks • District: DA or designee request CE contract amendment to MDT-CPE • MDT-CPE: Execute CE contract amendment • EPM: Phone or email • Email cc to MDT Consultant Project Engineer (MDT-CPE) • Inform being considered “Regular CE work” • State the request/question • Identify required timeframe • Primary point of contact; MDT-CPE advised • Consultant: Respond via phone or email • Keep MDT-CPE informed via email • Monitor budget

  14. Construction Engineering Contract – Substantial Engineering Support

  15. Construction Engineering Contract – Substantial Engineering Support • Definition • Error/Omission? • Billable? • Example

  16. Procedure: Construction Engineering Contract – Substantial Engineering Support • District: DA or designee request CE contract amendment to MDT-CPE • MDT-CPE: Execute CE contract amendment • Consultant: Starts Substantial Engineering Support • MDT-CPE/EPM: Primary point of contact • Consultant: Respond via phone or email • Keep MDT-CPE informed via email • Monitor budget

  17. Erors & Omissions

  18. Errors & Omissions • Definitions • Error • Omission • Corrective Action • Billable? • Example

  19. Flowpath

  20. Box 1 – Error Identification • Identification • Error/Omission • Protection

  21. Box 2 – Notification • MDT Engineering Project Manager (EPM) • MDT Consultant Design Engineer • MDT Bridge Engineer • MDT Consultant Project Engineer (CPE) • Consultant • Contractual Obligation

  22. Box 3 – Determine Responsibility

  23. Box 4 – Not Chargeable • EPM Corrective Action • Resources • Department Personnel • Consultant

  24. Box 5 – Chargeable • EPM tracks time & costs • Charge Number 067 • CPE tracks time & notifies Consultant • Satisfies contractual obligation

  25. Box 6 – Research Solution • EPM & Consultant • Assistance from CPE

  26. Box 7 – Solution • EPM write Change Order

  27. Box 8 – Documentation • EPM submits final costs to CPE • Within 60 days

  28. Box 9 – Compilation • CPE compiles time & cost data • CPE determines justifiable costs

  29. Box 10 – Resolution • CDE drafts letter to Consultant • Details costs • Requests payment • Within 30 days • Satisfies contractual obligation

  30. Box 11 - Consultant Performance Evaluation • EPM • Other MDT employees

  31. Examples

  32. Questions?

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