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John R. Fish<br />

Director Project Support Services,<br />

Ford, Bacon & Davis, LLC<br />

Baton Rouge, La.<br />

jrfish@fbd.com<br />

<strong>Git</strong> R&R <strong>Done</strong>!<br />

Research Team 242,<br />

Front End Planning for<br />

Renovation / Revamp<br />

Projects<br />

Project Definition Rating Index<br />

Project Site Investigation Tools


The Rules of the Game<br />

1. Defined, gated Front End Planning process<br />

2. Scope definition tools, such as PDRI<br />

3. Existing conditions definition, site/process<br />

4. Contracting strategy developed<br />

5. Alignment of key stakeholders, team<br />

6. Familiarity with project type, technology or<br />

location<br />

7. Team building of project team<br />

8. Experienced and capable personnel in critical<br />

disciplines<br />

9. Leadership at executive and project level<br />

3


R&R PROJECT MANAGERS


FEP OBJECTIVE<br />

• Define the Scope of work to a degree<br />

that will support the production of a<br />

+10% accurate estimate.<br />

– Identify ANY item that could be of risk.<br />

– Eliminate surprises.<br />

– Improve project success predictability.<br />

5


What Is PDRI<br />

6


PDRI<br />

• An Acronym<br />

– Project Definition Rating Index<br />

• An Index<br />

– Score along a continuum representing the<br />

level of scope definition<br />

• A Risk Management Tool<br />

– Identifies and measures risks related to<br />

project scope definition<br />

7


PDRI OBJECTIVE<br />

• Evaluate the Scope of Work as WE understand it<br />

TODAY!<br />

– Can we estimate it to an accuracy of 10%<br />

– Can we execute:<br />

• On Budget<br />

• On Schedule<br />

• And meet the Owner Business OBJECTIVES<br />

8


SCORE CARD<br />

• Score Card for Completeness of Scope Definition<br />

– Guide to prepare scope of work<br />

– Checklist<br />

– Common Vocabulary and definitions<br />

– Communication Tool between owners and<br />

contractors<br />

– Tool to Identify Potential Areas of Risk<br />

9


THE FAR SIDE<br />

By GARY LARSON<br />

Suddenly, a heated<br />

exchange took<br />

place between the<br />

king and the moat<br />

contractor.<br />

THE FAR SIDE ©1990 FARWORKS,<br />

Inc./<br />

Dist. by UNIVERSAL PRESS<br />

SYNDICATE.<br />

Reprinted with permission.<br />

All rights reserved.<br />

10


OBJECTIVE<br />

PREDICTABILITY<br />

11


FINAL OBJECTIVE<br />

SUCCESSFUL PROJECTS<br />

CONSISTENTLY<br />

Predictable projects<br />

that meet the<br />

business objectives.<br />

12


Project Definition<br />

Rating Index Updates


Updated PDRI Spreadsheets<br />

Your Take-Away Tools<br />

PDRI for Industrial Projects<br />

PDRI for Building Projects<br />

Weighted & Unweighted<br />

Weighted & Unweighted<br />

14


Why Update<br />

• Lacking adequate scope definition for R&R<br />

• Incomplete facility information on R&R<br />

projects<br />

• Critical needs to improve execution:<br />

– Identify existing conditions<br />

– Perform site<br />

investigation/assessment<br />

– Improve site access for front end<br />

planning


The PDRI Updates<br />

• Developed lists of unique R&R Risk issues<br />

- Safety & Environmental - Contracting<br />

- Security & Logistics - Coordination<br />

- Existing Conditions - Compatibility<br />

- Investigation Tools - Demolition<br />

• Coordinated Risk issues for Bldg & Industrial<br />

• Applied Risk issues to PDRI Element<br />

Descriptions<br />

• Additional items to consider for R&R<br />

projects


Examples of R&R Risk Issues<br />

• Modifications to meet existing or<br />

anticipated regulatory requirements<br />

• Worker & occupant safety issues,<br />

exposure, and monitoring during R&R work<br />

• Complete condition assessment of existing<br />

facilities and infrastructure<br />

• Potential reuse of existing equipment,<br />

materials, and systems<br />

• Integration of new technology with existing<br />

systems


The R&R Numbers<br />

• R&R Risk issues:<br />

27 of 64 (42%) Building PDRI Elements<br />

38 of 70 (54%) Industrial PDRI Elements<br />

• Evenly distributed across three PDRI Sections<br />

• R&R impact:<br />

414 of 1000 Building PDRI points<br />

526 of 1000 Industrial PDRI points


PDRI Element Descriptions<br />

(Example)<br />

B4. Design Philosophy<br />

A listing of design philosophy issues should be developed.<br />

These issues should be directed at concerns such as the<br />

following:<br />

Design life<br />

Aesthetic requirements:<br />

Theme or style [such as gothic, Victorian, or modern]<br />

Image (character of occupants or function portrayed to public by the<br />

building, i.e., welcome, power, or nature)<br />

Compatibility with master plan<br />

Environmentally sustainable design (internal/external) and level of<br />

certification, if applicable<br />

Quality of life<br />

Requirements of any adopted anti-terrorism design standards<br />

Other<br />

Additional items to consider for Renovation & Revamp projects<br />

Design impact of Renovation projects<br />

Compatibility of new Design with existing Design (equipment,<br />

egress, etc.)<br />

Match existing features and/or materials<br />

Preservation efforts – cultural & architectural<br />

CII IR 155-2, 3 rd Edition


DEFINITION LEVELS<br />

WELL Defined<br />

POOR<br />

CATEGORY<br />

Element<br />

THIS ELEMENT IS<br />

DEFINED TO SUPPORT A<br />

10% ACCURATE<br />

ESTIMATE<br />

0 1 2 3 4 5<br />

Score<br />

(Not Applicable)<br />

Complete Definition<br />

No further work Required<br />

Minor Deficiencies<br />

No further work Required<br />

Some Deficiencies<br />

Needs more work<br />

Major Deficiencies<br />

Needs LOT more work<br />

Zero Definition<br />

Not to this one YET<br />

21


The Results<br />

• Conducted PDRI 3 rd Edition sessions<br />

Several R&R projects<br />

Both Building & Industrial<br />

• Initial positive results<br />

– Highlighted project issues<br />

– Revealed shortcomings of scope<br />

documents<br />

– Identifies issues of concern in FEP<br />

Updated Excel Spreadsheets developed


Align team w/Objectives<br />

Communicate drivers between<br />

- Business/Sponsors/Contractor<br />

Identify Stakeholder expectations<br />

0<br />

Feasibility<br />

Potential PDRI Application Points<br />

Typical Score: 550-800<br />

Typical Score: 300-450<br />

Align objectives w/stakeholder needs<br />

Identify high priority deliverables<br />

Final review to validate completeness<br />

of definition.<br />

Eliminate late surprises<br />

Definitely should be done on ALL<br />

Facilitate communications across team projects regardless of size or type.<br />

Typical Score: 450-600<br />

1<br />

1<br />

Concept<br />

OPTIONAL: How are we doing<br />

Alignment check: Objectives vs Needs<br />

Resources deployed for highest benefit<br />

Plan the remaining activities<br />

2<br />

2<br />

Typical Score: 150-250<br />

2i<br />

3<br />

Detailed<br />

Scope<br />

3<br />

Design<br />

Constructio<br />

n<br />

23


Project Condition<br />

Investigation Tools<br />

and Technologies


Project Condition Investigation<br />

Categories<br />

• Underground Conditions<br />

• Integrity (Mechanical/Structural/Electrical)<br />

• Restricted Access<br />

• Spatial Relationships<br />

• Risk Identification<br />

• Environmental Constraints


U. G. Site Identification<br />

There IS a<br />

BETTER Way!


Project Condition Investigation<br />

(PCI) Cards<br />

• Current available technologies<br />

• Front end planning investigation<br />

• Risk reduction


PCI Tools & Technologies<br />

No<br />

PCI Card/Technology<br />

Underground<br />

Conditions<br />

Integrity<br />

(Mechanical /<br />

Structural /<br />

Electrical)<br />

Restricted<br />

Access<br />

Spatial<br />

Relationships<br />

Risk<br />

Identification<br />

Environmental<br />

Constraints<br />

1 Ground Penetrating Radar X X X<br />

2 Electromagnetic Sensing X X X<br />

3 Hydro-Excavation X X<br />

4 3D Laser Scanning X X<br />

5 Photogrammetry X X<br />

6 Rapid Prototyping X X X<br />

7 3D Wind Tunnel Modeling X X<br />

8 Ultrasonic Testing X X<br />

9 Hydrostatic Isolation Technologies X X<br />

10 Infrared Scanning X X X X<br />

11 Real Time GPS X X X<br />

12 X-ray Fluorescence X<br />

13 Fiber Optic Sensors X<br />

14 Acoustic Structural Monitoring X<br />

15 Smart PIGS Smart Ball X<br />

16 Magnetic Particle Inspection X<br />

17 Eddy Current Test (ECT) X<br />

18 Liquid Penetrant Inspection X X<br />

19 Flux Leakage X<br />

20 Falling Weight Deflectometer X<br />

21 Mass Spectrometers X X<br />

22 Cost & Schedule Risk Analysis X<br />

23 Conceptual Cost Estimating X<br />

24 SCAPS X


Tool<br />

Alias<br />

Description<br />

Underlying<br />

Technology<br />

Applied<br />

Project<br />

Condition<br />

Service Fee<br />

(unit price)<br />

Benefits/<br />

Features<br />

Limitations<br />

Application<br />

Areas<br />

Service<br />

Providers<br />

Equipment<br />

Suppliers<br />

Other Issues<br />

Ground Penetrating Radar<br />

Ground Probing Radar, Georadar, Subsurface Radar, earth sounding radar, Computer<br />

Assisted Radar Tomography (CART)<br />

Ground-penetrating radar is a geophysical method that uses radar pulses to image the<br />

subsurface. This non-destructive method uses electromagnetic radiation in the microwave<br />

band of the radio spectrum, and detects the reflected signals from subsurface structures.<br />

GPR can be used in a variety of media, including rock, soil, ice, fresh water, pavements and<br />

structures. It can detect objects, changes in material, and voids and cracks.<br />

Noninvasive electromagnetic geophysical technique<br />

Underground Conditions<br />

Spatial relationships<br />

Integrity (Mechanical/Structural/Electrical)<br />

Cost depends on the area surveyed and surface conditions, but is typically between $0.15 to<br />

$.40 per sq ft. A good average cost is about $0.25 per square foot.<br />

Provide high quality, reliable, rapid, and easy to use solutions to subsurface investigation<br />

needs;<br />

Can be performed without interfering with buried utilities;<br />

Detects both metallic and non-metallic materials;<br />

Presents no safety hazards.<br />

Areas with extremely complex subsurface layouts can be extremely difficult to interpret<br />

properly; Sensitive to noise, i.e. interference caused by various geologic and cultural factors<br />

Subsurface survey, structural mapping, forensic investigation, pavement and infrastructure<br />

characterization<br />

Bhate Geosciences Corporation<br />

GeoModel Inc.<br />

AMEC Engineering & Construction Services<br />

And more service providers are listed online at: http://www.g-p-r.com/morecom.htm<br />

Geophysical Survey Systems Inc.<br />

MALÅ<br />

Ground penetrating radar waves can reach depths up to 100 feet (30 meters) in low<br />

conductivity materials such as dry sand or granite. Moist clays, shale, and other high<br />

conductivity materials, may attenuate or absorb GPR signals, greatly decreasing the depth<br />

of penetration to 3 feet (1 meter) or less.<br />

Computer-assisted radar tomography (CART) is a new type of ground-penetrating imaging<br />

radar that can detect and differentiate buried metallic and non-metallic objects and rapidly<br />

generates high-resolution 3D underground images.<br />

Example<br />

PCI Card


When to apply…..<br />

PCI Card Application<br />

0 Feasibility 1 Concept 2<br />

Detailed<br />

Scope<br />

3<br />

Design and<br />

Construction<br />

Front End Planning<br />

Process


PCI Tools Summary<br />

• Define the site CONDITIONS<br />

• Tool Guide<br />

• Easy to Use<br />

• Make decisions in PLANNING


In Summary<br />

• Team Alignment Tool<br />

• Communication Tool<br />

• Assessment Tool<br />

• Common Definitions<br />

• Identifies potential RISK<br />

• Provides Management with Confidence<br />

Use the Spreadsheet with All Stakeholders


MAN DISCOVERS TOOLS<br />

36


OPEN DISCUSSION<br />

FRONT END<br />

in Theory<br />

In Reality


Use the PDRI<br />

Be<br />

Successful!!<br />

38


<strong>Git</strong> R&R <strong>Done</strong>!

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