 Below
are the abstracts for the technical presentations scheduled for this years
meeting.
(Subject to change. )
ADVERSE CONDITIONS (ADV)
(ADV.02) Complex Urgency: Recovering from Katrina and Wilma
Primary Author: Dr Randy R. Rapp PE CCE AACE International
Co-author(s):
Audience Skill Level: Intermediate 
Presentation Length: 1 Hour(s)
Time/Location: MON 11:10-12:20/Conference Room F
Abstract:
Construction industry firms or other organizations that wish to most effectively
contribute to recovery from extensive hurricane damage must pre-plan their efforts.
Disaster recovery work can require quicker and more comprehensive response to changing
demands, especially at the startup, than many construction managers are conditioned to
provide for conventional projects. Recovery planning for widespread hurricane damage to
existing military buildings and grounds can be task-organized into four primary activity
types: debris removal, power restoration, resealing the building envelope, and remediating
building interiors. Complications arise when trying to quickly acquire extensive repair
resources, after a region has been struck by rapidly successive major natural disasters.
Procurement, materials management, and logistics evolve into relatively greater concerns
for managers. Appropriate contracts and reliable supervisory communications establish
essential operational conditions. In quick-changing situations, rapid implementation of
effective project controls is critical, or costs might escape containment due to the high
burn rate.
(ADV.S01) Damage Control: Covering Your Assets
Primary Author: Mr. Thomas C. Hoffman Deloitte
Co-author(s): Mr. Nathan Florio Deloitte; Mr. Steven Gottlieb Deloitte;
Audience Skill Level: Basic 
Presentation Length: 1 Hour(s)
Time/Location: MON 10:00-11:00/Conference Room F
Abstract:
9/11, Hurricane Katrina, and other recent events provided valuable lessons
regarding the process of obtaining adequate insurance coverage and the need to
properly estimate insurable values for real property assets. But has the real
estate industry been paying attention?
Unfortunately, many commercial
real estate owners, operators, investors, developers, and even lenders, have
not. While all firms have taken notice of these and other large-scale events,
many companies are still vastly underinsuring their most valuable assets, even
after Ground Zero and Katrina have become household names and each days news
brings another story of turbulent weather and terrorism threats.
Sharp
increases in construction material and labor costs, the growing number of
transactions, escalating property values, and an incomplete understanding or
misuse of different premises of value as a basis in establishing insurable value
estimates have all conspired to place real estate assets at risk for the next
catastrophic event.
BUILDING INFORMATION MODELING (BIM)
(BIM.01) Scheduling, Estimating, and BIM: A Profitable Combination
Primary Author: Ms Tamera Lee McCuen University of Oklahoma
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 0.5 Hour(s)
Time/Location: MON 1:50-2:50/Conference Room F
Abstract:
It may be difficult to realize the true spirit of a Building Information Modeling (BIM)
system when a design team creates a model independent of the 4D (Schedule) and 5D
(Estimating) know-how of industry professionals. Project scheduling and cost estimating
are essential components in the pre-construction process and should be included in an
advanced BIM system to facilitate informed decisions with regards to time and costs and
the impact of each on a projects bottom line. Adding 4D and 5D to a BIM project creates an
environment that enhances profitability. This paper presents a case study in which the
scheduling and cost functions added value in the model development. It concludes with a
method for 4D and 5D integration so to optimize the benefits of BIM for both the project
team and project owner.
(BIM.02) CAD Automation - Establishing Best Practices
Primary Author: Mr. Peter R Bredehoeft JR CH2M Hill Inc
Co-author(s): Mr. Rob Brawn CH2M Hill
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 3:25-4:25/Conference Room F
Abstract:
The tools and technology are embedded in our daily work practices. The linkage between CAD
and Estimating has been established. The challenge is not the connection to the tools
anymore, but rather establishing the processes and best practices and leveraging the human
element, processes, and procedures. We use the tools every day, but it is amazing we don't
take advantage of the power of the tools in the engineering and construction we perform
each day.
This paper focuses on establishing the CAD and Estimating Best Practices from a process
standpoint. The paper will provide a high level architectural viewpoint of the integration
between CAD and Estimating at an enterprise level and from an EPC perspective. The paper
will outline basic concepts, procedures, methods, techniques and best practices from both
an estimating perspective and from a CAD Automation perspective.
The human element and the cultural aspects will be discussed in the paper, as well as the
technical aspects of the proper ways of data entry to maximize the beneficial use of the
tools. Visualization tools will be discussed from a perspective of how these tools can
benefit the cost estimator and design teams. An overview of the various industry standards
around CAD Objects and XML Technology will be discussed.
The development of the National BIB Standards will be discuss in regards to how it relates
to Cost Estimating, Cost Engineering and Project Controls in General.
The paper will serve as a road map of procedures and processes that will help an
organization establish best practices focused on adding value to the design teams and cost
estimating teams.
(BIM.03) Leveraging the Power of 4D Models for Analyzing and Presenting CPM Schedule Delay
Analyses
Primary Author: Mr. Kevin T. Coyne PE PSP Exponent
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 4:35-5:35/Conference Room F
Abstract:
This paper explores the use of 4D models, which provide a virtual construction simulation
by linking a 3D model and project schedule, in support of CPM schedule delay analyses.
Traditional delay analysis methodologies rely on bar charts or similar graphics for
analyzing and conveying the results of complex schedule analyses. This paper supports the
fact that the use of 4D models allows scheduling and claims personnel to perform and
present more efficient and effective CPM schedule delay analyses during construction,
dispute resolution, arbitration, or litigation. The author shares findings from actual and
theoretical case studies that utilized 4D models to visually analyze and present
as-planned versus as-built and un-impacted versus impacted CPM schedule delay analyses.
The paper also discusses the benefits and shortcomings of the use of 4D models,
admissibility of 4D models in court, and additional topics for research.
(BIM.04) Building Information Modeling (BIM) in Construction: Benefits, Risks and
Challenges
Primary Author: Dr Salman Azhar Auburn University
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 0.5 Hour(s)
Time/Location: WED 1:00-1:25/Essex Ballroom
Abstract:
Building Information Modeling (BIM) has recently attained widespread attention in the
Architectural, Engineering and Construction (AEC) industry. BIM helps architects,
engineers and constructors to visualize what is to be built in simulated environment and
to identify any potential design, construction or operational issues. The technology to
implement BIM is readily available and rapidly maturing. Yet its adoption in the
construction industry is much slower than anticipated. There are two reasons. First, the
current transactional construction process models have data incompatibilities which
hurdles the exchange and integration of meaningful information among different BIM
components (i.e. technical issues). Second, there is no clear consensus in the AEC
industry as how to implement or use BIM and who (i.e., owner, designer or constructor)
should develop, own and operate these models (i.e. management issues). This paper, via
questionnaire survey and interviews, investigates these issues and evaluates the BIM
implementation benefits, risks and challenges. It is expected that this study will be
helpful for general contractors who are planning to implement BIM in their future
projects.
(BIM.05) The Construction of Project Cost Information Management System in China Electric
Power Industry
Primary Author: Ms Huiping Zhu China Engineering Cost Assoc CHINA
Co-author(s):
Audience Skill Level: Basic
Presentation Length: 0.5 Hour(s)
Time/Location: WED 1:35-2:00/Essex Ballroom
Abstract:
This paper presents a theoretical and practical research on the construction of project
cost information management system (PCIMS) by briefly introducing current status of
project cost management in China electric power industry, discusses the importance and
benefits of the PCIMS to project cost management in China electric power industry, and
mainly describes the key process of information management system such as the information
collecting, analysis method and application.
CLAIMS AND DISPUTE
RESOLUTION (CDR)
(CDR.01) (Panel Discussion) The Claims Business Practice Forum
Primary Author: Mr. Kenji P. Hoshino PSP CFCC Project Controls & Forensics
Co-author(s): Mr Frank J Giunta PE Hill International; Mr. John C. Livengood PSP CFCC Warner Consultants; Mr James G Zack JR CFCC Fluor Corporation; Dr Anamaria I Popescu PE CPM Consulting Inc
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 10:00-11:00/Conference Room B
Abstract:
A panel presentation of the business aspect of the claim consulting business comparing and
contrasting business models and practices of five different businesses represented by the
following panel members:
Frank Giunta, Hill International
Sr. Vice President Claims Group North American Operations
Representing the Publicly Held Large Firm Model
John Livengood, PSP, Warner Construction Consultants
Senior Vice President
Representing the Privately Held Mid-Size Firm Model
Jim Zack, CFCC, Fluor Corporation
Senior Vice President Claims Group
Representing the Captive In-House Service Model
Kenji P. Hoshino, PSP, CFCC, Project Controls & Forensics, LLC
Principal Member (MODERATOR)
Representing the Distributed Small Firm Model
Anamaria Popescu, PhD, CPM Consulting, Inc.
President
Representing the Emerging Solo Operation Model
Topics include dealing with professional resource constraints, marketing for services,
conflict of interest concerns, biggest short-term problems, long-range strategy, advice to
prospective clients, challenge to the industry for ethical business practices, and the
inevitable war story or two.
(CDR.02) Using the Contemporaneous Period Analysis During Projects
Primary Author: Mr. Mark F. Nagata PSP Trauner Consulting Svcs Inc
Co-author(s): Mr Brian Furniss Trauner Consulting Services
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 11:10-12:20/Conference Room B
Abstract:
The Contemporaneous Period Analysis (CPA), MIP 3.4 in the AACE RP/FSA, has been
pigeon-holed as an analysis technique for identifying and measuring project delay after
the project is complete or during the preparation or evaluation of a claim. However, the
CPA can be and has been used in real time on active projects to assist the parties in
deciding on the appropriate course of action to mitigate delays, settle claims, and track
progress on the critical path while the project is on-going. Typically, on active
projects, the participants have to act quickly to address time-related issues, such as
time extension requests and directed acceleration. This paper will discuss how the CPA has
been used successfully on different projects to help the project participants quickly
identify critical project delays and decide on mitigation efforts and to resolve time
extension requests and claims that arise during the project, using the contemporaneous
project schedules.
(CDR.03) Put Some Punch in Your Pen
Primary Author: Mr. Jeffery L. Ottesen PE PSP CFCC Alta Cascade Inc
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 1:50-2:50/Conference Room B
Abstract:
You may be a great orator, but often written words carry and win a case. In dispute
resolution, communicating clearly in writing can be difficult when presenting complex
arguments. Many factors contribute to this challenge including competency level of the
target audience, overlapping issues and interrelationships between various systems, trades
and people. This paper teaches how to simplify complex arguments by first introducing the
basics of logic and logical reasoning. Next a complex argument is broken down into
fundamental elements of facts and assumptions. Finally, the argument is logically
reassembled, strengthened and integrated into the final written work product. Whether on
the affirmative or defense, the tools given here will help authors add clarity to their
written works.
(CDR.04) Risk Review of Recovery Schedules
Primary Author: Mr John J Ciccarelli PE CCE PSP Deloitte
Co-author(s): Mr Matthew Murch Deloitte FAS
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 3:25-4:25/Conference Room B
Abstract:
When construction projects experience delay and disruption and deviate from the original
baseline plan, owners and contractors typically develop a recovery schedule to re-baseline
the project. How realistic is the recovery schedule? Is the recovery schedule a reasonable
plan or was it forced to achieve a pre-determined completion date? The ultimate issue is
determining the probability that the recovery schedule will be met, especially considering
past performance on the project. This paper will explore methods for using current Monte
Carlo based risk analysis techniques to review recovery schedules and will discuss methods
for incorporating past performance on the project (including scope growth and
productivity) as risk to demonstrate the reasonableness of achieving the re-baselined
planned completion date. The paper will also discuss the importance of re-baselining
direct and indirect costs to reflect changes and the adjusted risks.
(CDR.05) The Measured Mile - A Better Way Of Utilizing An Old Tool
Primary Author: Mr Glen R Palmer PSP GR Palmer Consulting Services
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 4:35-5:35/Conference Room B
Abstract:
The Measured Mile is traditionally thought of as the best approach for analyzing and
quantifying productivity disruptions in the construction industry. Most productivity
experts agree that the major issue regarding this methodology is the assurance that the
work analyzed in both the baseline and impacted periods are comparable. In other words, it
would be unrealistic to compare the productivity of underground pipe work versus that of
above ground pipe work, utilizing a unit rate comparison. This work is executed
differently, utilizes different material types and would yield false results if analyzed
using unit rates.
This paper will discuss an approach that would allow this work to be compared. By
analyzing the effort required to complete one percent of the total piping work effort or
the manhours expended to complete one percent of pipe work, it is possible to compare
these very different work efforts on an even and comparable basis.
(CDR.06) (Panel Discussion) The Great Debate: Concurrency vs. Pacing - Slaying the
Two-Headed Dragon
Primary Author: Mr. John C. Livengood PSP CFCC Warner Consultants
Co-author(s): Mr. Thomas F. Peters PE CFCC PinnacleOne; Mr. Kenji P. Hoshino PSP CFCC Project Controls & Forensics
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 8:00-9:00/Conference Room B
Abstract:
The Great Debate is upon us! This fall voters in the U.S. will choose a new leader, and
while they argue about foreign policy, tax cuts, and the environment, the scheduling
experts in the delay-claim world have more pressing issues. One of these is the two-headed
dragon of concurrent delay and pacing. The panelists, in an election-year moderated debate
format, will argue questions such as: What are the elements of concurrency? What is the
level of proof to establish pacing? Do concurrent delays have to start on the same day?
Does the party have to know it is pacing when the delay occurs? Does the measurement
period matter? Is there any way to distinguish pacing from concurrent or controlling
delay? Is pacing just a hind-sight excuse for failure to complete on time? Is concurrency
even relevant in the context of a Longest Path contract? Witness the battle! Challenge the
combatants!
(CDR.07) Causation - How is it Proved?
Primary Author: Mr. James E Krebs PE CCE Administrative Controls Mgt
Co-author(s): Mr Michael J Reynolds Barris Sott Denn & Driker
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 9:40-10:40/Conference Room B
Abstract:
The three steps necessary to perfect a claim are duty, causation, and damage. The most
difficult of these elements to prove is causation, yet this topic is not well represented
in the literature. A search on the word Delay in the AACEI archives of 4,100 technical
papers yields 220 papers. The same simple search on the word Causation yields 7
selections, with only one paper directly discussing causation.
This paper begins with an overview of causation, including recent legal rulings. The paper
then discusses proving causation in delay, lost productivity, cumulative impact, and
disruption claims. Each of the four topics will include the legal perspective and
examples.
(CDR.08) Single-Line Critical Path Shift Analysis
Primary Author: Mr. Gordon R. Costa PSP CFCC URS Corporation
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 10:50-11:50/Conference Room B
Abstract:
The critical path of a project can shift as a job progresses. Understanding and
communicating the details of such a shift can be confusing. The graphic method described
in the paper can help analyze and communicate the details of a critical path shift.
The single-line method can be used to illustrate or analyze delays and critical path
shifts in many situations. The examples in the paper will compare two consecutive monthly
updates. I have found the method to be particularly useful for illustrating critical path
shifts between monthly updates in contemporaneous-period CPM analyses.
(CDR.09) A Synthesis of Forensic Schedule Analysis Techniques
Primary Author: Mr J Scott Lowe Trauner Consulting Services
Co-author(s): Mr. Mark F. Nagata PSP Trauner Consulting Svcs Inc
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 1:30-2:30/Conference Room B
Abstract:
AACEs Recommended Practice for Forensic Schedule Analysis (RP/FSA) identifies and
describes techniques for analyzing schedules as discreet methods. While a wise strategy
for the RP, in practice analysts often use more than one technique to analyze schedules
depending on the timing (prospective or retrospective), the schedules, the contract, and
the practices established on the project. This paper will set forth guidelines for the
implementation of a schedule analysis system that is a hybrid of MIP 3.4 (CPA) and MIP
3.6/3.7 (TIA). This paper will include a discussion of basic goals and objectives,
definitions, a description of the specific analytical techniques, and rules for
application, including sample contract language. While the individual techniques for
analyzing schedules to be discussed in the paper are well established, the innovation is
the synthesis of these accepted techniques and practices into a single, coherent system
for analyzing schedules and determining delays on a construction project.
(CDR.10) The Eichleay Formula - Is Standby the Standard?
Primary Author: Mr Robert A Dieterle CCE Hill International Inc
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 3:10-4:10/Conference Room B
Abstract:
The Eichleay formula is probably one of the most often used formulas to calculate damages
in a construction delay claim. The Eichleay formula (from a case dating back to the early
1960s) computes a daily rate of unabsorbed home office overhead which is applied to the
number of calendar days of compensable delay. The underlying data for the formula is
derived from a Contractors corporate financial statements.
In spite of its widespread use (and sometimes mis-use), the Eichleay formula is probably
still one of the most controversial aspects of damages associated with a construction
dispute. It is also probably one of the most misunderstood areas of damages evaluation in
delay situations.
Through the last ten to twenty years there have been several landmark cases, mostly in the
federal jurisdiction, which have established that certain conditions be met before the
Eichleay formula is accepted. Most prominent of these conditions is that the project must
be in a stand-by mode, i.e. the performance period of the project is suspended rather than
simply stretched out due to a variety of causes. This paper will provide a brief history
of the Eichleay formula and describe the current conditions established by the courts that
must be met before acceptance of the formula as an element of damages. The paper will
examine and discuss how standby situations affect a contractor on a project and whether,
if there is no standby encountered on a project that is delayed, the use of the formula to
compute claims for home office overhead is compromised or rejected.
(CDR.11) Forensic Schedule Analysis: Example Implementation
Primary Author: Mr. Mark C. Sanders PE CCE PSP Alpha3 Consulting LLC
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 4:20-5:20/Conference Room B
Abstract:
AACE International’s 2007 publication of Recommended Practice 29R-03 represents the
first concerted effort by a group of experts to catalog, define, and detail the various
forensic schedule analysis techniques. Debate may linger as to whether forensic schedule
analysis is more art or science, but there is no debate as to whether the analysis must be
based on sound reasoning and accepted techniques in order to carry any weight with a trier
of fact. Even outside the legal realm, the techniques applied in engineering and technical
fields should and must be governed by accepted standards, and those standards must be
published so that analyses can be evaluated and a consistent set of practices can be
developed across an industry. This paper presents two example implementations developed
according to the recommendations of RP29-03, based on MIPs 3.3 and 3.7. The results of the
two analyses are compared, and issues encountered in applying RP29R-03 are discussed.
(CDR.12) (Panel Discussion) Mock Arbitration of a Regional Light Rail Construction Dispute
Primary Author: Mr. Bryan Payne PE CCE CFCC Carter & Burgess
Co-author(s): Mr Ghulam Mujtaba Shaikh Carter & Burgess Inc; Mr James B French Navigant Consulting Inc; Mr W John Irwin II CFCC W John Irwin II PE
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: WED 8:00-9:00/Conference Room B
Abstract:
This mock arbitration will explore examples of common issues that have become claims on
real-world projects. Issues including the interpretation of an escalation clause,
cumulative impact, defective design, and the interpretation of performance specifications
in a hybrid delivery system will be presented to an arbitration panel. Input from the
audience will assist the arbitration panel in reaching a decision at the end of the
session.
By exploring real-world examples as well as surveying the general legal principles
governing them, this mock arbitration will be useful to owners, contractors, construction
managers, and counsel.
(CDR.13) Primavera Project Management Software and the Claims Consultant
Primary Author: Ms Anne Marie Tombros Exponent
Co-author(s): Mr Sunu Mohan PSP EVP Exponent Inc
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: WED 10:50-11:50/Conference Room B
Abstract:
Primavera has launched Versions 5.0 (P5) and 6.0 (P6) of its scheduling software in the
past couple of years that are drastically different from the popular software Primavera
3.0 (P3). The introduction of these new versions, along with Primavera's plans to phase
out P3, poses unique challenges to the Claims Consultant. This paper discusses some of the
issues involved in analyzing P5 and P6 schedules, mainly due to the enterprise features
and multiple scheduling options. Critical issues surrounding the conversion of P5 and P6
schedules to P3 are presented and a checklist is provided to ensure the integrity of the
schedules.
(CDR.14) Delay Analysis Considering Dynamic Resource Allocation and Multiple Baselines
Primary Author: Dr Tarek M Hegazy P ENG University Of Waterloo CANADA
Co-author(s): Mr. Wail Menesi University of Waterloo CANADA
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: WED 9:40-10:40/Conference Room B
Abstract:
Windows delay analysis has been recognized as one of the most credible techniques for
analyzing construction delays. To overcome some of the drawbacks of windows delay
analysis, this paper introduces improvements to a computerized schedule analysis model so
that it produces accurate and repeatable delay analysis results. The model considers
multiple baseline updates along project evolution due to changes in the activities
durations and/or the logical relationships among them. Furthermore, the model considers
the impact of resource allocation in delay analysis. It recognizes any resource
over-allocation due to delays and apportions the responsibility for the additional delays
that are caused by resource rescheduling. To facilitate accurate analysis, the model uses
a daily window size to consider all fluctuations in critical path(s) and uses a legible
representation of progress information. A simple case study has been implemented to
demonstrate the accuracy and usefulness of the proposed delay analysis model.
(CDR.15) The Use of Forensic Animations in Resolving Complex Disruption Claims - A Case Study
Primary Author: Mr Keith Pickavance Hill International CHINA
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: WED 1:00-2:00/Conference Room B
Abstract:
The use of electronically produced evidence is a relatively new development in dispute
resolution. Little case law is available to support its admissibility, but recent US
developments and the Bloody Sunday enquiry in the UK have helped to provide a background
into how and when electronically produced exhibits may be admitted as evidence.
The aim of using advanced computer animation is to help in the interpretation,
communication and understanding of complex factual scenarios.
The animations can be compiled into auto-run or interactive stand alone presentations,
integrated into PowerPoint presentations and high-resolution still images can also be
exported to enhance the visual contents of reports.
This paper will explore what can be achieved by the use of 3D and 4D animations in the
proof of causation in complex delay and disruption claims.
(CDR.16) Use of Relational Databases in Forensic Delay Analysis
Primary Author: Mr. Faik Burak Evrenosoglu CCE PSP Fluor Corporation
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: WED 2:10-3:10/Conference Room B
Abstract:
An accurate and comprehensive delay analysis is vital for apportioning the delays and
assigning damage costs to the responsible party. The author of this paper believes that
the use of relational databases would allow the delay analyst to reduce the analysis
duration and improve the quality and the accuracy.
A sample delay database application is provided to demonstrate the advantages of using
relational databases. The delay database functionalities are:
- Determining the probable as-built critical and near-critical paths efficiently.
- Relating the contemporaneous project documentation with the probable as-built critical
path activities
- Developing and maintaining the project staff interview questions, fact finding efforts
and logging their resolution
- Recording and presenting actual performance data in an easily searchable and presentable
format by activity or activity sequence.
The delay databases will centralize the data gathering, querying process and improve the
accuracy and the quality of the delay analysis.
(CDR.S06) Errors and Omissions Damage Claims
Primary Author: Mr. Joseph W. Wallwork PE CCE PSP CFCC Strategy, LLC
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: WED 2:10-3:10/Conference Room F
Abstract:
Claims for Errors and Omissions on the part of the design professionals are a significant part of the overall construction disputes arena. A dispute between the owner and the contractor may lead to a claim against the designer. That claim may be made by the Owner, the contractor, or both. Claims against the Designer can also be brought by the owner when there are alleged issues of constructability and design to budget requirements even before the construction work has begun. This paper will address the circumstances under which errors and omissions claims occur, the determination of the damages incurred by the contractor, the determination of damages to the owner, the issue of standard of care, and the responsibilities of each party.
TECHNICAL COMMITTEE
AND SIG MEETINGS (COM)
(COM.01)(Presentation) Technical Board Overview
Primary Author: Mr Larry R Dysert CCC Conquest Consulting Group
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 10:00-11:00/Conference Room G
Abstract:
(COM.02) Claims and Dispute Resolution Committee Meeting (1)
Primary Author: Mr. John C. Livengood PSP CFCC Warner Consultants
Co-author(s): Mr. Thomas F. Peters PE CFCC PinnacleOne
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 5:45-6:45/Conference Room B
Abstract:
(COM.03) Cost Engineering Committee Meeting
Primary Author: Mr. John K. Hollmann PE CCE Validation Estimating, LLC
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 5:30-6:30/Essex Ballroom
Abstract:
(COM.04) Construction SIG Meeting
Primary Author: Ms. Carla Lopez del Puerto CCC Southern Illinois University
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 5:45-6:45/Conference Room D & E
Abstract:
(COM.05) Project and Cost Control Committee Meeting
Primary Author: Mr. Stephen M. Jacobson CCC Hilton Hotels Corporation
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 5:45-6:45/Conference Room G
Abstract:
(COM.06) Building Information Modelling Committee
Primary Author: Mr. Philip D. Larson CCE PSP Project Cost & Control
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 5:45-6:45/Conference Room F
Abstract:
(COM.07) Decision and Risk Management Committee Meeting
Primary Author: Mr. Michael W Curran Decision Sciences Corp
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 5:45-6:45/Windsor West
Abstract:
(COM.08) Claims and Dispute Resolution Committee Meeting (2)
Primary Author: Mr. John C. Livengood PSP CFCC Warner Consultants
Co-author(s): Mr. Thomas F. Peters PE CFCC PinnacleOne
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 5:30-6:30/Conference Room B
Abstract:
(COM.09) Cost Estimating Committee Meeting
Primary Author: Mr Bernard A Pietlock CCC DuPont
Co-author(s): Mr Douglas W Leo CCC Censeo Project Solutions
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 5:30-6:30/Conference Room D & E
Abstract:
(COM.10) Economic & Financial Analysis Committee Meeting
Primary Author: Dr Robert C Creese PE CCE West Virginia University
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 0.5 Hour(s)
Time/Location: TUE 6:05-6:30/Conference Room G
Abstract:
(COM.11) Earned Value Management Committee Meeting
Primary Author: Mr Robert A Marshall General Services Admin
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 5:30-6:30/Conference Room F
Abstract:
(COM.12) Planning and Scheduling Committee Meeting
Primary Author: Mr Edward E Douglas III CCC PSP ACTPMA LLC Consulting
Co-author(s): Mr. Timothy T. Calvey PE PSP Calvey Consulting LLC; Mr. Ronald M. Winter PSP Ron Winter Consulting LLC
Audience Skill Level: Basic
Presentation Length: 1 Hour(s)
Time/Location: WED 10:50-11:50/Conference Room C
Abstract:
The objective of this committee is to increase planning and scheduling effectiveness
through sharing of the latest planning and scheduling techniques and experiences. The
committee accomplishes this by developing guidelines for planning and scheduling, by
providing a forum for the exchange of experience and information, by contributing to
advances in state-of-the-art planning and scheduling methods, and compiling information
about planning and scheduling.
(COM.13) Transporation SIG Meeting
Primary Author: Mr. Robert H. Harbuck PE CCE Parsons Brinckerhoff
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 5:30-6:30/Conference Room C
Abstract:
(COM.14) Academic SIG Meeting
Primary Author: Mr. Peter W. Griesmyer POWER Engineers Inc.
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 5:45-6:45/Conference Room C
Abstract:
COST AND SCHEDULE CONTROL (CSC)
(CSC.01) The Project Controls Maturity Model
Primary Author: Mr H Lance Stephenson CCC WorleyParsons CANADA
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 11:10-12:20/Conference Room G
Abstract:
In recent years, many companies have sought to enhance the performance of their Project
Controls Organization and Systems to provide management with more predictable/reliable
results in support of their project decision-making processes. While many organizations
have attempted to improve certain key elements of Project Controls, little success has
been accomplished. This paper will present the Project Controls Maturity Model (PCMM) in
an effort to establish a sound model for establishing a leading position in Project
Controls effectiveness.
The Project Controls Maturity Model (PCMM) provides the Project Team with a complete
understanding of their project control capabilities for ensuring that the development of
the schedule satisfies the predetermined criteria. The PCMM implies that project controls
is compliant with industry standards and criteria. The PCMM provides recommendations for
correctness and completeness if compliance is not met. Also, the PCMM should substantiate
the technical adherence to sound project controls practices and provide the Project
Management Organization with an effective tool for developing or enhancing the project
controls systems (people, processes & tools) within their organizations. I will use
AACE’s Total Cost Management Framework as the benchmark for applying the appropriate
level of maturity required for project success.
(CSC.02) Integrating SAP with the Project Execution Platform - Was it Worth it?
Primary Author: Mr. Wayne M. Ushijima Fluor Daniel
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 1:50-2:50/Conference Room G
Abstract:
Balancing project execution requirements with a corporate SAP financial system can be
challenging. See how Fluor balanced the needs of seven different industry groups while
satisfying Sarbanes Oxley, Corporate Finance and Project Management procedures.
This paper reviews the implementation philosophy, and how project execution functional
groups were able to integrate legacy applications with SAP through a process called the
Integrated Framework. The Integrated Framework leverages the strengths of both SAP and
legacy systems. But was the effort worth it?
Hear about the successes and challenges faced as we embarked on the 7 year journey to
implement the Integrated Framework. Every small engineering feasibility study to the
largest world class Engineering Procurement and Construction project, are now all managed
by the Integrated Framework.
(CSC.03) Total Float Management: Renovating a Misused and Abused Approach
Primary Author: Dr Anamaria I Popescu PE CPM Consulting Inc
Co-author(s): Mr. John Jerz CPM Consulting Inc
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 3:25-4:25/Conference Room G
Abstract:
In an Owners world, float is not actually owned by anyone but merely absorbed by the
project team. Float is only managed when it becomes negative in those come-to-Jesus
monthly meetings where guilt is distributed evenly.
This paper contends that a schedule carrying the burden of negative float from month to
month is not a schedule but a liability. Instead of allowing float to be eaten up in the
individual activities, different tiers of management reserve buckets will be embedded at
the end of the schedule to allow float to be distributed to the areas most deserving of
such an allocation. A management of change process and a chain of command theory will be
instigated to discourage the abuse and misuse of float on the project. This paper will
explain in detail how to use these float buckets to manage and distribute float in a way
that dispels the negative float schedule from owners vocabulary once and for all.
(CSC.04) Increasing Field Use of Planning, Scheduling and Project Cost through Assessed
Training Programs
Primary Author: Dr Daphene Cyr Koch Purdue University
Co-author(s):
Audience Skill Level: Basic
Presentation Length: 0.5 Hour(s)
Time/Location: MON 4:35-5:00/Conference Room G
Abstract:
Each day, decisions made by foreman and superintendents on construction sites are crucial
to the success or failure of projects. Profit margins are gained or lost by the field
decisions, so the knowledge of planning, scheduling and managing project cost should be
integrated into the field at all levels of supervision. Training alone does not guarantee
the transfer of knowledge to the field, but integrating company examples and demonstrating
best practice can raise the level of confidence that an employee attains during that
training. Research shows that a person who is more confident (has a higher self-efficacy)
about a topic is more likely to participate and excel in that area. This paper provides a
model to assess the knowledge gained and employee self-efficacy of training that can be
applied to concepts of planning, scheduling and managing project cost.
(CSC.05) Influence of Quality on Construction Costs
Primary Author: Dr. John A. Kuprenas PE Vanir Construction Management
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 0.5 Hour(s)
Time/Location: MON 5:10-5:35/Conference Room G
Abstract:
This work tests the truth of the construction industry paradigm that cost, schedule, and
quality form a triangle and that increasing any one of these attributes will adversely
impact the other two. The study examines the correlation between quality measures (such as
construction finish quality, construction deviations, and length and value of construction
punchlist) and construction costs measures (such as total project cost per square foot,
construction contract cost per square foot, and construction change order costs and
percentages). Based on data from over 50 large, public sector, educational building
program projects completed over the last 5 years, this paper also suggests best practices
for cost engineers and project managers working for other public sector agencies.
Conclusions to the paper include suggestions for expansion of the research/lessons
learned, as well as future research of factors that influence project cost and quality.
(CSC.06) Discussion on Preparation and Control of Construction Cost of Hydro Power
Projects
Primary Author: Mr. Xinmin Shi China Engineering Cost Assoc CHINA
Co-author(s):
Audience Skill Level: Basic
Presentation Length: 0.5 Hour(s)
Time/Location: WED 2:45-3:10/Conference Room G
Abstract:
This article describes the preparation methodology and the brief history of cost estimate
reform of hydro power projects. Compared with general methodology of cost estimate adopted
in foreign countries, it points out the major deficiencies and the direction of cost
engineering reform. As to the cost control during construction period, it describes the
practice of cost control in China during recent years the focus is on the methodology of
preparing execution cost estimate. The author of this article has prepared the cost
estimate of China Three Gorges Project and conducted cost management consulting services,
by this experience the article evaluates the actual effect of major reforms adopted in
preparing the cost estimate 15 years ago and the effectiveness of cont management
metrology used during the whole process of this project.
PROFESSIONAL
DEVELOPMENT (DEV)
(DEV.01) Project Controls Professional Development Program at Parsons
Primary Author: Mr. Michael R. Nosbisch CCC PSP Parsons
Co-author(s): Ms. Andrea Bach Parsons
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 10:00-11:00/Windsor East
Abstract:
There is currently a major shortage of project controls professionals across the entire
engineering and construction industry. As a result, many firms are put in the position of
hiring/promoting people into project controls positions of increasing responsibility
before they have the requisite experience to succeed in the role. Parsons has recently
developed an internal professional development program to address this unique situation.
The program currently has two facets: an internal certification process to ensure that
individuals assigned as either a principal level cost engineer or a project controls
manager (PCM) have the right balance of general and Parsons-specific knowledge to be
successful and a PCM Internship program to entice early to mid-career professionals to
enter the profession in exchange for an accelerated, incentivised career progression plan.
The paper will describe both aspects of Parsons program as well as provide metrics that
will attempt to illustrate the effectiveness of each.
(DEV.02) (Panel Discussion) Costs and
Benefits of Building Green (Sponsored by the AACE Women in Project
Controls Taskforce)
Primary Author: Ms Alexia A Nalewaik CCE Moss Adams LLP
Co-author(s): Ms Valerie G Venters CCC Venters Consulting LLC
Audience Skill Level: Basic
Presentation Length: 1 Hour(s)
Time/Location: MON 11:10-12:20/Windsor East
Abstract:
Sustainable development is the most vibrant and enigmatic global topic in the construction industry in more than a decade. Green buildings are the darling of the media and trendy, politically-correct owners & tenants. Building green is also a means to an end, used by public agencies to bolster community support and public image. But what does it cost?
- Is popular perception correct, that green buildings cost more?
- Do lower lifecycle costs offset any increase in the initial construction cost?
- Do the benefits related to human performance and health balance the cost of sustainable design? Can you afford NOT to build green?
- Is building green justifiable as a business case?
This paper provides a brief overview of green building and available rating systems, followed by a discussion about the tangible and intangible benefits of sustainable design. The relative cost of green construction is debated, and the discourse concludes with some cost-savings guidance.
(DEV.03) The Seven Secrets of Speaking Like a Project Controls Leader!
Primary Author: Mr. Rohit Singh P ENG CCE ES Fox Ltd CANADA
Co-author(s):
Audience Skill Level: Basic
Presentation Length: 1 Hour(s)
Time/Location: MON 1:50-2:50/Windsor East
Abstract:
Speaking like a project controls leader is more than being a subject matter expert, it
lies in how effectively you can get the point across. There are seven secrets to doing
this that will be explored in this presentation.
Here are three of the secrets that will be shared:
- Have a definite mission and be committed to it.
- Be futuristic in your approach as a project controls leader
- Simplicity and Straightforwardness- these are powerful and positive messages for the
audience.
In order for the audience to obtain the full benefit from this presentation, an
interactive presentation approach will be used.
This presentation based on research and practical applications by the author, who has lead
the implementation of project controls for major EPC companies in North America and have
distinguished himself as a public speaker for Toastmasters’ International on many
occasion would be beneficial to all project controls personnel of all levels in a
company’s hierarchy.
(DEV.04)(Panel Discussion) Open Forum on ICEC and United Nations Programs
Primary Author: Mr. Murtala Ayodeji Oladapo Murty Associates NIGERIA
Co-author(s): Dr Kenneth K. Humphreys PE CCE
Audience Skill Level: Basic
Presentation Length: 1.5 Hour(s)
Time/Location: MON 3:25-5:00/Windsor East
Abstract:
The International Cost Engineering Council (ICEC) was granted Roster consultative status
of the United Nations (UN) on 21st July 2006 as an NGO concerned with specific technical
focus. This provides ICEC and its membership the opportunity to formulate policies for UN
Programs in social, economic and sustainable development. ICEC can now receive automatic
accreditation to conferences, summits or other events organized by the UN at
international, regional and national levels and make contributions.
Using its network of professionals and academia ICEC has the capacity and capability to
cooperate and collaborate with several organizations, departments, programs or specialized
agencies of the UN system by drawing on the expertise from the spread of its membership.
The aim of this open forum is to review, generate issues, examples and initiatives that
would enable ICEC establish an appropriate work plan, structure and systems for its role
as an NGO of the UN and maximize the associated benefits with respect to professional
development among other things.
(DEV.05) Are We Really a Teflon Coated Profession?
Primary Author: Mr. Peter Cox Padgham & Partners AUSTRALIA
Co-author(s):
Audience Skill Level: Basic
Presentation Length: 0.5 Hour(s)
Time/Location: MON 5:10-5:35/Windsor East
Abstract:
This paper responds to some growing murmurs of discontent emerging from private and
government sector clients in regards to the standard of services and lack of
accountability amongst the quantity surveying profession.
In the presentation the author will share some observations based on his own experiences
over thirty years in practice as well as some recent feedback from the marketplace in
Australia, Canada, Singapore and the UK. In particular it will draw on some very
comprehensive market research commissioned by The Australian Institute of Quantity
Surveyors into the views of users of QS services.
The paper will also explore some of the underlying drivers of the emerging situation and
propose some new initiatives which the QS profession can (or must) take in order to throw
off the Teflon coated profession label.
It concludes with a challenge to all quantity surveyors around the world to get involved
in an agenda to raise the bar and thereby raise the profile of the profession.
(DEV.06) The Update of the Certification Reference Material in Estimation
Primary Author: Mr Didier Barrault AFITEP FRANCE
Co-author(s):
Audience Skill Level: Basic
Presentation Length: 0.5 Hour(s)
Time/Location: TUE 5:30-5:55/Windsor East
Abstract:
A working group on estimating, within AFITEP, has started an update of the reference
material on estimating. AFITEP is currently providing ICEC certification in the following
areas : General knowledge, and scheduling, cost control, and estimating. Concerning
estimating, the recommended reference material for the preparation of the certification
consists today in various books, making the task not easy for the certification candidates
who want to get the required knowledge. The objective of the working group is produce one
single manual, similar to the AACEI Skills & Knowledge of Cost Engineering, exhaustive
enough to address all the cost engineering topics, as well as all the business domains.
(DEV.07) An Investigation Into the Curriculum of the Construction-Related Associate Degree
in Hong Kong
Primary Author: Mr Eric Cheng City Univ of Hong Kong HONG KONG
Co-author(s):
Audience Skill Level: Basic
Presentation Length: 0.5 Hour(s)
Time/Location: TUE 6:05-6:30/Windsor East
Abstract:
The aim of the investigation is to assess the views of the key stakeholders regarding the
relevance of the existing Associate Degree curriculum with special reference to the
construction-related curriculum to provide middle level technicians at CityU where the
researcher works. The main findings are that the AD curriculum which contains vocational
skills also includes an increasing number of general education skills, but they are not
made explicit in the course content. Although employers in Hong Kong view general skills
as equally important to vocational skills, the latter are viewed as essential to begin
employment. When asked to postulate on the situation in four years time, employers are of
the view that general education skills will gain in significance. However, it is argued in
the report that Hong Kongs economy and employment needs are changing as part of the trend
towards globalization. Therefore, the AD curriculum must be based on the perceived new
role of the work force, so as to preserve the vocational skills but instill more general
skills in order to meet the expectations of the employers and the professional bodies.
(DEV.08) Where Are All the Estimators???
Primary Author: Mr Jeff Bettinger URS Washington Division
Co-author(s): Mr Barrett L Richards CCC PSP Jacobs Carter-Burgess
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: WED 8:00-9:00/Windsor East
Abstract:
Low supply of workers is creating wage inflation in all construction fields, including
estimating. The economics of this has and will continue to drive wages up. One possible
reason for this shortage is a lack of understanding about the rewards of pursuing
estimating as a career. If the industry invested in education on the disciplines related
to the estimating field, the pool of potential workers would increase, creating a less
competitive market.
(DEV.09) (Panel Discussion) Women in
International Business
Primary Author: Dr. Anamarie Popescu PE CPM Consulting LLC
Co-author(s): Ms. Marlene Hyde CCE Hyde Consulting LLC
Audience Skill Level: Basic
Presentation Length: 1 Hour(s)
Time/Location: WED 9:40-10:40/Windsor East
Abstract:
Women face major obstacles when conducting business in the global
community. There are two primary factors that contribute to creating these
barriers for women: no protocols exist for conducting business
interactions between genders and there are stereotypical expectations of
female roles. This paper will explore the different protocols women must
adhere to in order to be able to effectively conduct business in foreign
countries. The first part of the paper breaks down the countries of the
world into five (5) categories. The categories range from “impossible to
conduct business here as a woman” to “no problems conducting business here
as women.” Then the paper will discuss certain countries with specific
business etiquette standards that a woman needs to adhere to in order to
be successful in that country. These countries include Russia, China,
India, and Brazil. Three areas of etiquette will be covered in each
country discussed: appearance, behavior, and communication.
(DEV.10) Project Controls: A Roadmap to a Choice Career
Primary Author: Ms. Nyssa-Dawn Amelinda Corria-Simpson Bechtel Power Corporation
Co-author(s): Mr. Bernd R. Langer Bechtel Corporation; Ms Pamela Handor Bechtel Group Inc
Audience Skill Level: Basic
Presentation Length: 1 Hour(s)
Time/Location: WED 10:50-11:50/Windsor East
Abstract:
With construction projects on the rise and the need for quality Project Controls Engineers
increasing twofold, one company’s Project Controls department revitalized its career
development program to ensure that Project Controls became the career of choice. This
strategic thinking not only provided a roadmap for current employees but also paved the
way to attract college graduates to pursue a career in Project Controls. Not having a
defined career path and a formal mentoring program to grow future leaders ranked very high
as a result of recent employee surveys. This article explores how a company revitalized
its entire career development program, by establishing a career road map, identifying
skills and competencies at each grade level and also developing the training required to
fill any skill gaps. By establishing this program and providing employees the right tools
at the right time this dynamic organization demonstrated that employees are our most
valued resource.
(DEV.11) The International Cost Engineering Council (ICEC) & the Global Demand for
Cost Engineers
Primary Author: Dr Peter Vincent Smith University Of Tech. Sydney AUSTRALIA
Co-author(s):
Audience Skill Level: Basic
Presentation Length: 1 Hour(s)
Time/Location: WED 1:00-2:00/Windsor East
Abstract:
This paper describes the development of the International Cost Engineering Council (ICEC)
since its inception in 1976 and links this with the global expansion of the project cost
management profession over the same period. ICEC is an international confederation of cost
management associations with the main objectives of facilitating cooperation between these
associations and promoting the profession worldwide. Commencing with 4 founding
associations in 1976, ICEC has grown to a membership base of 44 national associations
located in 40 countries. ICEC now represents more than 100,000 quantity surveyors/cost
engineers in over 120 different nations. This in itself provides demonstrable evidence of
the global rise and recognition of the profession. This paper will track this growth and
the concomitant recognition and development of the profession internationally. This will
include emerging trends in Africa, China, India and the Middle-East. This has created
tremendous international opportunities for expert project cost management professionals
and demand for these services is at an all-time high. Unfortunately, this demand has not
been matched by supply resulting in a global shortage in the profession.
(DEV.12) The Role of the Estimator in Today's Construction Industry
Primary Author: Mr Steve J Rajpatty Associated Svcs Limited TRINIDAD AND TOBAGO
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 0.5 Hour(s)
Time/Location: WED 2:10-2:35/Windsor East
Abstract:
In today’s competitive and dynamic construction environment one of the most critical
undertakings of any contractor is to formulate and execute a practical estimate. Arguably,
it is from this stage that the contractors profits or losses on the project can be
ascertained.
Notwithstanding the advent and use of technology in the estimating process there is always
an element of uncertainty, bias and inevitable guesswork that the estimator must employ
and any estimate prepared by him is necessarily a matter of opinion, subjective,
imaginative and without doubt open to criticism (Smith, 1986). This is compounded by the
fact that today estimators are required to take into account a multitude of non
traditional factors when developing estimates. These include sustainability/green issues,
efficient patented building techniques, stringent delivery time, methods of payment,
retention, quality and affordable building processes, construction method to mention just
a few.
The role of the estimator is thus critical to the financial success of any project.
Accordingly this paper proposes to examine the background, role, place and challenges of
the estimator within an industry that remains highly unpredictable and politicized.
(DEV.13) The Pillars of Quantity Surveying for a Learned Society
Primary Author: Dr. J. J. P. Verster Univ of the Free State SOUTH AFRICA
Co-author(s): Ms Benita G Kotze Univ of the Free State SOUTH AFRICA; Dr A C Hauptfleisch Univ of the Free State SOUTH AFRICA
Audience Skill Level: Intermediate
Presentation Length: 0.5 Hour(s)
Time/Location: WED 2:45-3:10/Windsor East
Abstract:
The aim is to identity the five pillars that are most important determinants to develop
quantity surveying towards a learned society and to evaluate the levels of importance as
seen by the profession.
Methodology/Approach/Design
A questionnaire was compiled to identify and weigh the important dimensions of quantity
surveying for a learned society. One hundred and seven questionnaires were sent to
prominent quantity surveyors, board members of the ASAQS, council members of the SACQSP,
and academics. Fifty-six quantity surveyors responded, which represents a response rate of
52%.
Results
The results show that the following dimensions are, amongst others, important for quantity
surveying to be a learned society: education training mentorship continuing professional
development (CPD) and research. The level of importance of these dimensions was used to
propose the five pillars of a learned society as a model for the quantity surveying
profession.
Value
Based on the analysis of the identified pillars and their weighting, a unique model may be
implemented for the quantity surveying profession, thus adding value to the understanding
of the professions maturity.
(DEV.14) The Role of Project Managers in Construction Industry Development
Primary Author: Dr. Martyn James Hills Hong Kong Polytechnic Univ CHINA
Co-author(s): Dr. Paul William Fox Hong Kong Polytechnic Univ CHINA; Dr. Martin Skitmore QUT AUSTRALIA; Ms. Carol K. H. Hon Hong Kong Polytechnic Univ CHINA;
Dr. Patrick Sik-Wah Fong Hong Kong Polytechnic Univ HONG KONG
Audience Skill Level: Intermediate
Presentation Length: 1.0 Hour(s)
Time/Location: MON 5:45-6:45/Windsor East
Abstract:
An awareness of the issues involved in construction industry development
will help project managers to play a more effective role in promoting this
important aspect of the industry's culture. This study applies a
theoretical framework for construction industry development, proffered by
Fox and Skitmore (2007), to Hong Kong's construction industry in order to
test the validity of the framework for construction industry development
in developed economies. Factor analysis was used to generate the following
eight factors that affect Hong Kong's construction industry: financial
resources physical resources competition coordination and cooperation
government intervention long-term vision and policy communication between
government and the industry and a learning culture. The findings of this
study are not only useful to project managers but also to policy makers
and leaders in the construction industries of developed countries, who
face similar challenges to those found in Hong Kong when considering how
to develop their construction industry.
ESTIMATING (EST)
(EST.01) 10 Cents on Estimating
Primary Author: Mr Barrett L Richards CCC PSP Jacobs Carter-Burgess
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 10:00-11:00/Conference Room D & E
Abstract:
Development of an accurate estimate involves a tremendous coordinated effort. The effort
must be well thought out and consistent. Critical to the effort are the individuals
involved. In addition, while two estimates can be equally accurate, but result in
different total amounts, a well coordinated effort results in estimates with common
characteristics. This paper will examine the following ten guidelines:
- Estimating should be implemented early
- Estimating involves more than counting
- The entire project team must be involved in the estimate
- Accuracy in estimating is in the details
- What is not in the estimate is as important as what is
- Estimate organization must be carefully considered
- Current information is key
- Estimating done right serves as a check on project scope
- An estimate should not be high or low, but just right
- An estimator must be visionary
(EST.02) Reviewing Change Orders 101
Primary Author: Mr. Brian S. Clare CCC Cumming Corporation
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 11:10-12:20/Conference Room D & E
Abstract:
The basis for this paper is to provide a roadmap to the basic or intermediate construction
project personnel on how to focus their review time on a proposed change order. This would
include the merit assessment, quantity verification, pricing verification, additional
backup requirements, and the advantages and disadvantages of the different types of change
orders - lump sum vs. time and materials. In addition, the discussion will include tips on
negotiating with the contractor, and the hidden spots where contractors hide their
additional costs and markups.
The next step of addressing the claim if it also doesn't settle will also be addressed.
(EST.03) An Introduction to Parametric Estimating
Primary Author: Mr Larry R Dysert CCC Conquest Consulting Group
Co-author(s):
Audience Skill Level: Basic
Presentation Length: 1 Hour(s)
Time/Location: MON 1:50-2:50/Conference Room D & E
Abstract:
This paper is aimed at the entry-level estimator wanting to explore the concepts of
parametric estimating. Parametric cost estimating models are useful tools for preparing
early conceptual estimates when there is little technical detail to provide the basis for
using more detailed estimating methods. This paper will introduce the concept of
parametric estimating, discuss the steps involved in the creation of a parametric
estimating model, and demonstrate a few examples of parametric estimating models.
(EST.04) A Practical Application of Monte Carlo Simulation in Forecasting
Primary Author: Mr James D Whiteside II PE ConocoPhillips
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 3:25-4:25/Conference Room D & E
Abstract:
This paper describes a practical application of the Brownian-walk Monte Carlo simulation
in forecasting. By setting up a simple spreadsheet and time-dependent historical data,
this simple Monte Carlo routine is useful in forecasting productivity, installation rates,
labor trends, etc. This is especially useful when historical data can not be modeled using
standard data regression techniques. The paper discusses basic forecasting for single
commodities, and it outlines a more robust methodology to create a composite forecast by
combining several single commodities.
While Monte Carlo simulation is very popular to calculate the "P50 value" for
contingency planning, the true power of Monte Carlo simulation is in data extrapolation,
or forecasting beyond the known data points and understanding the range of outcomes
expected. The paper addresses some basic elements of Monte Carlo simulation, approach for
its application via a Brownian-walk approach in understanding cost trends and assessments
for hard to model situations. The approach can help companies develop unique near term
market insights and trends in order to compete in marketplace on analytics.
(EST.05) What is the U.S. Gulf Coast Baseline when Estimating Site Productivity?
Primary Author: Mr. Bruce E. Bradley Fluor Corporation
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: MON 4:35-5:35/Conference Room D & E
Abstract:
For more than the past half-century, direct craft labor work hours on industrial projects
located throughout the majority of the 48 contiguous United States, have loosely been
associated with one another through a single common denominator mysteriously referred to
as the U.S. Gulf Coast. It seems to be so ill-defined while at the same time it appears to
be taken for granted among all construction-related contracting companies as an agreed
upon reference point. When estimating a new project, contracting companies typically
attempt to determine what site productivity to apply to these USGC work hours. The danger
in this is believing the starting point is identical among contractor organizations, thus
creating a potential disconnect when working simultaneously for a single owner company.
This paper does not attempt to provide a single, specific reference point, but rather to
attempt to define the USGC phenomenon itself.
(EST.06) Parametric Estimating for Environmental Remediation Projects
Primary Author: Ms. Angela R. Brunsman ICC Oklahoma Dept of Env Quality
Co-author(s): Mr. Kenneth F. Robson University Of Oklahoma; Dr Douglas D. Gransberg PE CCE University Of Oklahoma
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 8:00-9:00/Conference Room D & E
Abstract:
Estimating environmental remediation projects is a difficult problem to say the least. Not
only are the scopes of work most environmental remediation projects virtually impossible
to quantify due to the nature of the work, but also the nearly exclusive use of cost-plus
contracts introduces another factor of variation into the data that can be used to build
an estimating database. This paper demonstrates how parametric estimating can be used to
get a handle on the variation and improve the accuracy of estimates for these types of
projects.
(EST.07) If You Build It They Will Come - Making Project Historical Data Useful
Primary Author: Mr. John G. Musgrove PE Bechtel Corporation
Co-author(s):
Audience Skill Level: Basic
Presentation Length: 1 Hour(s)
Time/Location: TUE 9:40-10:40/Conference Room D & E
Abstract:
Last years presentation Transforming Historical Project Data into Useful Information
presented the high level concepts for methods to make historical data useful. This
presentation drills down into the specific implementation problems and their solutions,
including:
- Issues pertaining to data quality and data typing
- Who provides the data who owns it?
- How to transform existing data in a new format
- What security and implementation issues were encountered
- How initial success led to expansion and greater levels of management support
The development of the CMD Central Metrics Database automated and made accessible project
summary data previously maintained in restricted Excel worksheets and un-reproducible
paper reports. The challenges and solutions to implementing the CMD will be presented to
help others understand how to develop their own historical databases.
(EST.08) Escalation Estimation: Lessons Learned in Addressing Market Demand
Primary Author: Mr. John K. Hollmann PE CCE Validation Estimating, LLC
Co-author(s): Mr Larry R Dysert CCC Conquest Consulting Group
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 10:50-11:50/Conference Room D & E
Abstract:
Global capital project costs have become increasingly volatile since 2003. Increased
capital spending for process facilities has created a sellers market for EPC services as
well as many material and equipment types. Unfortunately, there are no available indices
that effectively track EPC and other hot market prices for downstream capital projects (a
fact admitted to by sources such as ENR). This situation requires the cost engineer to
develop home-grown price indices that address the capex market situation, a task most cost
engineers are not prepared for given the market volatility. At the 2007 AACE Annual
Meeting, the authors presented a new, objective way to estimate escalation by leveraging
capex market forecast data from economic consultants. In this years paper, the authors
will review the method as well as general learnings from implementing custom escalation
estimating tools at various owner and contractor companies.
(EST.09) Estimating Preconstruction Services Fees for CM-at-Risk Projects
Primary Author: Dr Douglas D. Gransberg PE CCE University Of Oklahoma
Co-author(s): Mr. Jeremy B. Carlisle ICC GH2 Architects LLC
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 1:30-2:30/Conference Room D & E
Abstract:
Construction Manager-at-Risk (CM-at-Risk) project delivery is a growing method throughout
the United States for construction projects. There is currently no recognized method to
estimate the cost of the pre-construction service fees that are associated with this
delivery method. The traditional delivery method does not involve the construction
contractor until the design is complete. Therefore, contractors are not used estimating
this type of fee and are trying to use traditional practices for a nontraditional delivery
method that has no published standards. This paper explores methods for estimating
preconstruction service fees based on an analysis of project case studies in Oklahoma and
Texas. It synthesizes those into a graph that can be used as the starting point for
negotiations on these fees.
(EST.10) Expectations of the Process Plant Cost Estimate Using Kbase
Primary Author: Mr. Christopher L. Kinney CB&I
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: CANCELLED
Abstract:
Expectations of Cost Estimate accuracy and quality are increasing due to the higher
demands placed on projects from increased business investment pressures. Every owner
company wants to get its product to the market faster and cheaper. That desire is
especially difficult in todays ever-tightening market, the same market that has fewer and
costlier resources available to build and/or update existing process plants.
To meet the higher business demands, there is a drive to generate quantified and validated
estimates at the conceptual level enabling owners to make business decisions significantly
earlier in the evolution of a project.
This article identifies several proven concepts that previously have been non-existent or
seldom used.
- Development of cost models:
- significantly increase the speed and accuracy of developing a pre-validated scope,
schedule, and cost estimate using previously hazopd P&IDs and a real plot plan
complete with all the bells and whistles, for use in new projects at the conceptual level
- identify construction quantities which facilitate earlier planning, management, and
procurement activities, especially for the mega-projects, driving to earlier completion
dates by as much as a year
- provide earlier guidance supporting optimization of costs in designs
- significantly reduce engineering man-hours expended solely for the purpose of supporting
the development of cost estimates
- establish a project control baseline (quantified) for project performance much earlier
in the design stages2.Outlines steps to developing quantified cost models with proven
accuracy
- Explains the work processes that are used:
- encompasses two distinctly different types of ISBL concepts
- includes rules of thumb for factoring un-identified localizable non-process portions of
a project
- identifies simple benchmarks for validation of the early estimates
- Suggests a work process used very successfully for developing extensive TIC trending at
the initial concept development stage of a project.
- Aids in the planning process for developing higher quality conceptual estimates,:
- Includes a diagram for planning the development of more accurate estimates
- Includes recommended BEST PRACTICES (as changes to the AACEI Estimate Classification
System) reflecting the increased estimating accuracy achievable using Kbase
- Identifies key estimating receivables in the form of a simple chart that is also useful
for determining the accuracy of an estimate.
The intent of this article is to identify the new expectations of the process plant cost
estimator, bringing ideas back to the table that significantly enhance further
optimization of total installed capital costs through the use of todays limited resources
and AspenTechs Icarus Kbase.
(EST.11) Methodology for Calculating a Pipeline Repair Cost
Primary Author: Mr. Jeferson Faria Vianna Petrobras Transporte S/A BRAZIL
Co-author(s): Mr Enirton Ferreria Teles Petrobras/Transpetro BRAZIL
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 4:20-5:20/Conference Room D & E
Abstract:
A probabilistic methodology of calculating a pipeline repair cost is presented. The
pipeline is divided into 1-km segments, each one having its own estimating repair cost.
The probabilities calculi are based on the Poisson distribution and two repair methods are
used: welded sleeve and pipe replacement. The total pipeline repair cost is obtained as a
sum of the product fail probability times repair cost applied to each 1-km pipeline
segment. An application illustrates the methodology. The repair cost may be used for
different purposes.
(EST.12) How Six Sigma Approach Solve Escalation Issue?
Primary Author: Mr Hee Kyu Kwon CCE Samsung Engineering Co Ltd KOREA, REPUBLIC OF
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: WED 8:00-9:00/Conference Room D & E
Abstract:
Escalation is always an Achilles Tendon for estimators and managers who are in charge of
bidding and/or budgeting of projects in an organization. In Oil/Gas, Petrochemical and
Chemical industry, vendors and suppliers are reluctant to submit quotation with a longer
validity than a month due to market uncertainties like unstable oil price, material
shortage, shop load and others. However, it is normal to take at least 6 months or much
longer until actual purchase order of materials. How much is a proper level of such
escalation to the price of materials at the time of purchase orders?
How to solve this question? Now, more scientific and quantitative model has been invented
with 6 sigma approach. Define, Measure, Analyze, Design /Optimize and Verify. These 5
steps of 6 sigma methodology have successfully led to the result that can be customized to
each equipment and materials at an anticipated time of purchase orders.
For example, the vital X parameter governing CE Plant Cost Index is Dubai oil price, 14
months before the time. Ni price is governed by Dubai oil price, 10 months before the
time. These major correlation and others can be effectively used for estimators to predict
the level of future escalation, if follow the procedure suggested in this paper.
(EST.13) How to Perform a Location Factor
Survey
Primary Author: Ms. Aafje M. Jansen-Romijn Cost Engineering Consultancy NETHERLANDS
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: WED 9:40-10:40/Conference Room D & E
Abstract:
For decision-making of potential investments of new projects it is often not possible to
wait till the definitive investment estimate is prepared, because of the considerable time
and effort needed to prepare a detail estimate. If part of the decision making different
locations are involved it multiplies the effort and cost to prepare the estimates for
different locations.
For this purpose one could also perform a Location Factor survey in stead of full detailed
estimates for the different locations to save time and money.
A location factor is an overall total project factor for translating all of the project
cost elements of a defined construction project scope of work from one geographic location
to another. This factor recognizes differences in productivity and costs for labor,
engineered equipment, commodities, freight, duties, taxes, procurement, engineering,
design and project administration.
A location factoring method requires a detailed survey of labor, material, equipment, and
other project-specific data completed for the base location. The same survey then is
priced out according the current prices and norms of the selected location compared to the
base data.
Next to quantitative calculations it is very important to analyze the main uncertainties
together with a detailed risk assessment of the different locations.
(EST.14) Unit Price Estimation in Division 1 to 16 Format Using MS Excel and/or MS Access
Database
Primary Author: Mr Indirakumar Sinnathamby CH2M CANADA
Co-author(s):
Audience Skill Level: Basic
Presentation Length: 1 Hour(s)
Time/Location: WED 10:50-11:50/Conference Room D & E
Abstract:
Most of the Estimate with too many pages are looked at as too much paper work. At the
tendering stage, contractors are required to submit lump sums for each Division. As a
result contractors only showing lump sum bottom line figures at the table. How are they
building Estimates? by following major Unit Prices acceptable in the Industry, and
figuring out quantities just to feed those unit prices. Material supply, Labor to install,
Equipment necessary, and Sub contractors overhead and profit are all absorbed in unit
prices. Contractors are powerful organization who are making the design into reality, on
site. They need more time on site adding value to ever growing built environment. If we
have to figure out how Unit price estimates works, we have to go in detail one unit price
by one. Cost Consultants here build up the unit prices with cost models. these models
varies from one company to the other. Which are proprietary assets.
Using Excel Spread sheet for Unit Price Estimates is good for 5 to 10 page estimates. Lots
of Formulas have to be dealt with. Lots of range error have to be dealt with. But in
Access or any other database applications. Formula errors won't happen. any professional
Estimator can submit 50 page estimate 100 page estimate with confidence. Also pricing
harmonization or pricing consistency can be achieved with minimum effort, by dealing with
unit price report. I want to share this thoughts with fellow estimators how it is being
achieved in a fast paces estimation environment.
(EST.15) Distinguish the difference between Parametric Estimating and Factored Estimating
and how they relate to cost and proposals
Primary Author: Mr Warren Charles Tasca Hill International, Inc.
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 0.5 Hour(s)
Time/Location: WED 1:00-1:25/Conference Room D & E
Abstract:
The topic that I chose to base my paper on is to distinguish the difference between
Parametric Estimating and Factored Estimating and how they relate to cost and proposals.
Some key points that I will discuss are the definition of a parametric estimate, the
proposal and the use of parametrics, the parametric estimating system, cost estimating
relationships and models, the overall cost estimating relationships development process,
establishing an approved parametric estimating system, negotiating an parametrically based
proposal, parametrics and the auditing process, and the requirements for a parametric
estimating system, parametric based proposals, and a parametric estimating checklist. Some
key points I will discuss for factored estimating are the definition of factored estimate,
major reason for good estimates installation factors, and total direct process unit cost,
weather conditions that could affect the estimate, the accuracy that this type of estimate
depends upon, the factored cost estimate format, factored estimating based up the cost of
equipment, indirect affects of labor and how they affect the factors of an estimate.
(EST.16) Historical Construction Cost Database and their Application
Primary Author: Mr Selvanayagam Assiskumar CANADA
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 0.5 Hour(s)
Time/Location: WED 1:35-2:00/Conference Room D & E
Abstract:
There is always a quest for readily available construction information. Their
applicability and accuracy is in stake when it comes to use historical cost databases. As
such the historical cost databases serve a great deal in deriving a budget for a project
at the early stages of its development. How to get most out of the available information?
There are many published books on the market and also information readily available from
Internet. Almost every company in the construction business track down their cost
information in a format suited to their practice and need.
Various factors play a keen role in interpreting the data. Size of the project, year being
built, inflation rate, local market condition, complexity of the project, procurement
method, site conditions, etc.
An attempt was taken to investigate what makes a good database and what are the most
critical factors that determine the accuracy of them.
(EST.17) Factors Affecting Contingency Determination
Primary Author: Dr. Ali Ali Shash King Fahad U of Petroleum & Mi SAUDI ARABIA
Co-author(s): Mr. Fahad Mohammed Al-Azzaz CCE Saudi Aramco SAUDI ARABIA
Audience Skill Level: Basic
Presentation Length: 0.5 Hour(s)
Time/Location: WED 2:10-2:35/Conference Room D & E
Abstract:
Project cost performance is typically measured by comparing final cost against budget. A
key component of the project budget for the construction contract is construction
contingency, which caters for contract variations that arise during the implementation
phase of projects. It is important for contractors to know the level of accuracy being
achieved in estimating construction contingency.
A contingency allowance is an amount of money used to provide for uncertainties associated
with a construction project. Traditionally, it is a percentage addition on top of the base
estimate. This study uses empirical data that are being collected from construction
contractors in Saudi Arabia to reveal the techniques which contractors in Saudi Arabia use
to determine the size of the contingency. In addition, the study will attempt to present
the factors that are affecting a contractor's decision on the size of the contingency. It
is anticipated that contractors in Saudi Arabia are using different methods to determine
contingency. The study will present the strengths and weaknesses of the used methods and
present the most effective technique that will aid contractors to determine the
contingency more accurately.
(EST.18) A Few Good Cost Estimators
Primary Author: Mr Gregory Nelson McDowell CCC Boyken International Inc
Co-author(s):
Audience Skill Level: Basic
Presentation Length: 0.5 Hour(s)
Time/Location: WED 2:45-3:10/Conference Room D & E
Abstract:
In order to estimate the costs to provide a complete and operable emergency generator
system, all related items, elements and components must be included. However, we all know
that obtaining proposals from the various contractors and vendors that include a complete
scope is almost impossible without rubbing a few good feathers. Many times contractors,
sub-contractors and vendors qualify their proposals or bids by removing all related scopes
of work with the goal of appearing to have a low bid. The blame game continues, even in a
high-tech world with email, hyperlinks and FTP sites, there are still remains of the
bidder-tights. It is your role as a cost estimator to guard the assets of your clients by
breaking down the walls. Can you handle the truth?
Understanding the principles and structure of the related costing are keys to the
estimators role of costing for a complete and operable system. In order for the estimator
to know the depth of the value of the costing or the truth, he or she must learn to ask
questions.
Yes, a fair illustration of the process is like the Code Red in the movie a Few Good Men
in which there was a non-stated, secret execution order handed down by the general in
charge. A translation in estimators terms, a Code Red is a related scope of work not
clearly stated due to the complexity of the involvement of the various related items,
elements and components handled by the different specialty trades. The sworn secrecy of
silence by the related scopes of involved parties could lead to a pitfall for the cost
estimator and his or her clients in the form of change orders, time delays and poor
quality.
EARNED VALUE
MANAGEMENT (EVM)
(EVM.01) Earned Value Analysis - Why it Doesn't Work
Primary Author: Mr Joseph A Lukas PE CCE PMK Group
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 8:00-9:00/Conference Room F
Abstract:
Too often a company decides to implement earned value analysis on their projects, only to
find it doesn’t work. The quantitative technique still results in projects being over
budget and late so typically they call in a specialist for advice. Our presenter, Joe
Lukas, has consulted with clients on the use of earned value analysis, and in most cases
his advice is to not use EVA. Surprised? Joe teaches EVA and is telling most clients not
to use the technique! This talk will cover the Dave Letterman list of the top ten pitfalls
that can make EVA unsuccessful, and will describe possible corrective actions that can be
applied to your project to counter these hazards. By the end of this session you’ll
hopefully realize this really isn’t just another talk about using EVA but covers a
much larger and more important topic.
(EVM.02) Using EVM Performance Reports, Models, and Indices to Identify Problems Early
Primary Author: Mr. Gary Humphreys Humphreys & Associates
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 9:40-10:40/Conference Room F
Abstract:
Earned Value Performance Data Analyses and the use of the Data Indices began in the early
1970s. Over time, however, incorrect interpretation of the Data Indices and using the
Independent Estimate at Completion (IEAC) math models to replace a managers final cost
estimate have eroded senior managers confidence and the effectiveness of EVM Performance
Analyses.
This paper uses actual EVM data, advanced analysis techniques, and those indices that are
used by Government Program Managers to spot masking of performance data. The consequences
of misuse of the indices and what works better are explored to improve managers use of EVM
data.
Examples of advanced graphical EVM data extrapolations, proper use of indices, independent
EAC models, and independent schedule completion date models--all using actual Contract
Performance Reports are presented to demonstrate the validity of these analysis
techniques.
(EVM.03) ABC of Earned Value Application
Primary Author: Mr. Mark T Chen PE CCE
Co-author(s):
Audience Skill Level: Basic
Presentation Length: 1 Hour(s)
Time/Location: TUE 10:50-11:50/Conference Room F
Abstract:
Eared value management system is gaining popularity. However, the actual implementation of
earned value technique is still not widely spread. This is in part due to lacking a clear
understanding of the fundamental earned value concept and the real world practical
applications.
This paper addresses the basic concept and explains key terms in an easily understood
format. Tracking earned value is straight forward when physical quantities are available.
How to apply the earned value technique when physical qualities are non existent? Tools
will be introduced to track engineering deliverables. The earned value can be tracked
either in terms of dollars or workhours. What key factors influencing the selection of
using dollars or workhours to measure earned value of your unique application? Examples of
applying earned value management system to both engineering and construction progress will
be presented.
(EVM.04) Time is Money: Understanding the Root of All that is Good and Evil in
Construction
Primary Author: Mr Mike Debiak Carter & Burgess, Inc
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 1:30-2:30/Conference Room F
Abstract:
We all strive to improve our ability to manage and control projects. There are many
theories and even more software tools that claim to be the next best thing to fulfill our
objectives. The bottom line is to complete projects on-time, under budget, and at a
quality level in accordance with the contract requirements. The quintessential equation to
which the standard answer has always been, choose two. That hasn’t changed. The
objective of this presentation is to get back to the roots of how time and money play for
and against each other in our quest to achieve the ultimate goal attaining all three. The
presentation focuses on how EVM and related metrics can be used as a strategic tool in the
decision making process, from concept through project close-out, to provide better
information and help forecast results.
(EVM.05) Evolution of Performance Measurement Techniques
Primary Author: Mr. Hasani Widemond EVP Booz Allen Hamilton
Co-author(s): Mr Amir Moore A IBM Global Business Services
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: TUE 3:10-4:10/Conference Room F
Abstract:
This paper is about the application of the Performance Based Earned Value (PBEV)
technique. The PBEV is a refinement to Earned Value Management (EVM), just as EVM forty
years ago was the panacea to the challenges presented by the traditional performance
measurement technique Budget vs. Actuals.
Limitations have been identified in how projects have been measured and managed using the
EVM technique. The inability to fully evaluate and measure the status of the project
stimulated the interest of EVM practitioners and project managers. This interest led to
the discovery of creative means for measuring clients/business requirements from project
initiation through delivery.
The application of this technique will show the relationship between time-phased product
requirements and performance-based earned value metrics. System engineering tools and
methods will be used for developing the PBEV system for complex projects.
We will use a real project example for establishing a PBEV system and a how to approach
for tracking and measuring key performance parameters, as well as, EV metrics. The
tracking of KPPs and EV metrics will ensure quality and successful project delivery
(EVM.06) Summary Analysis of Earned Value Metrics in the Department of Energy
Primary Author: Dr John R Shultz US Dept of Energy
Co-author(s): Mr Jefferson Gordon Underwood National Nuclear Security Adm; Mr Richard J Denton US Dept of Energy
Audience Skill Level: Intermediate
Presentation Length: 0.5 Hour(s)
Time/Location: TUE 4:20-4:45/Conference Room F
Abstract:
The Department of Energy (DOE) manages many of the biggest, most challenging, and
technically complex projects ever attempted by the federal government. Also, DOE is
responsible for one-of-a-kind facilities that enable science experiments that have
resulted in the award of many Nobel and other science honors and awards.
In July of 1999, DOE announced the Project Management Reform Initiative, a department-wide
initiative to increase accountability and improve performance within the Departments
project management and control systems. The adoption of Earned Value (EV) principles by
DOE marks an important evolution in the management of costly and complex projects.
The purpose of this paper is to discuss the evolution of the EV process in the DOE,
present statistics from the department-wide EV database (called the Project Assessment and
Reporting System-PARS) and discuss how EV metrics affect the management of projects in
DOE.
(EVM.07) Producing Earned Value from a Geographic Information System where Scheduling
Tools were Impractical
Primary Author: Mr Mark Buell Parsons
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 0.5 Hour(s)
Time/Location: TUE 4:55-5:20/Conference Room F
Abstract:
A munitions range cleanup project made traditional earned value (EV) analysis, based on
scheduled and budgeted progress, nearly impossible. Using a geographic information system
(GIS) instead of a scheduling tool proved highly effective.
The key to solving the EV dilemma came when the time basis of scheduling was replaced by
the spatial basis of a GIS. On munitions range cleanup projects (UXO, MRR), quantities,
cost, and progress are indefinite and subjective. The only knowns were the spatial (land)
areas, and the average anticipated cost for an area. For scheduling to be a useful tool
for EV, the work would have had to be broken into thousands of activities using a large
scheduling staff. Using the GIS, on this munitions response project, specifically for
advanced cost analysis provided a useful earned value analysis. Additionally, it provided
a graphic, spatial representation of progress, making the EV a highly useful
decision-making tool.
(EVM.S04) EVM for World Class Project Controls
Primary Author: Mr. Willem J. Viljoen ICC Marwillcor Project Controls SOUTH AFRICA
Co-author(s):
Audience Skill Level: Intermediate
Presentation Length: 1 Hour(s)
Time/Location: WED 9:40-10:40/Conference Room G
Abstract:
With the latest development in planning software we may see a new generation of
cost engineers, By using the appropriate software planning package which is
aligned with the best practices as they appear in the PMBoK, one person controls
cost and schedule based on an agreed integrated work, organizational and cost
breakdown structure. The said software provides for less labor-intensive but
more accurate project controls.
Project managers are familiar with the
six elements that form the DNA of project controls, they’ve just not had the
support from planning software that is now available. Where companies are
currently paying for both planners and cost engineers, a single resource
equipped with the appropriate planning software to handle both competencies
makes more economic. Sense. However, the cost engineer may need from time to
time assistance from, a scheduler to assist him. I can see project and
construction companies in future making use of a pool of schedulers to support
their Cost Engineers.
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