Topic 9 Change, Delay, and Claim

The required article for this week is Article 8, Schedule Delay Analysis, by George R. Stumpf. It is an overview of delay analysis methods. You may find some parts of the article technical. Check on Article 7 for basic concepts. It is similar to Article 8 but shorter and simpler because “smoke and mirrors” are eliminated. Article 2 is also an overview of delay analysis methods, a little dated, but still a good article. For the most recent development in methods and terminologies on delay analysis, read Article 9.

Most other articles are on construction claim, including Articles 1, 3, 5, and 6. Article 4 is a summary of an academic study. Article 10 sheds some light on the connection between 4D models and delay analysis.

1. Minimizing Costs of Delay Construction Claims, Dwight A. Zink, AACE Transactions, 1987
2. Delay Analysis - Issues Not for Granted, George E. Baram, CCE, AACE Transactions, 1994
3. Claims prevention: Offense versus defense, James Zack, AACE International Transactions, 1996
4. Construction Documentation Used as Indicators of Delays, Hala Elnagar; Janet K. Yates, Cost Engineering, Vol. 39, No. 08, 1997
5. How to lose money negotiating a construction claim, Michael Just; Torone,Brian, AACE International Transactions, 1997
6. Delay damages-some owner defenses, James Zack, AACE International Transactions, 1998
7. Delay Analysis - Eliminating the Smoke and Mirrors, Eric Z. Fruchtman, AACE International Transactions, 2000
8. Schedule Delay Analysis, George R. Stumpf, PE, Cost Engineering , 2000
9. Current Delay Analysis Techniques and Improvements, Satish Mohan; Khalid Al-Gahtani, Cost Engineering; 2006
10. Leveraging the Power of 4D Models for Analyzing and Presenting CPM Schedule Delay Analyses, Kevin Coyne, AACE International Transactions, 2008

Topic 8 Earned Value Management

This topic does not fit the background of this class very well but it is one of the essential things we need to discuss in this class. Most of these articles cover the basics of EVM and should be able to give you glimpse of what EVM is and its applications.

This week’s required reading is Article 10, Earned Value Management - Why Am I Being Forced to Do It?, by Ursula Kuehn, EVP. It is a step by step guide for EVM implementation, using a small project as an example. Articles 4, 6, and 11 also fit in the category of basic introduction, but with different flavors. Article 4 is an earlier overview of EVM, with colorful language. Article 6 provides some historical perspectives on the subject and explains where the concept of EVM was from. Article 11 explains the terminology very well, thus ABCs in the title.

If you are interested in the practical side, read Articles 2, 3, 8, and 9. Articles 2 and 3 focus on “small projects”. Note how they define small projects. Article 8 represents standard practices on EPC project. I had to include Article 9 because it is about how military projects are tracked and audited.

The rest are special topics. Article 12 is about how EVM could be beneficial to fixed-price contract. For the architects, you might be interested in progress measurement in design and how EVM fits in. Read Articles 1 and 5 for this. EVM is a critical tool for forecasting. Read Article 7 about this.

1. System for Establishing Drawing Status, John G. Koval, CCE, AACE Transactions, 1981
2. Application of a Manual Earned Value System for Small Engineering Projects, John Canepari; M. J. Varrone, PE, AACE Transactions, 1985
3. EV - Not Only for Large Projects, Walter F. Adamczyk, PE, AACE Transactions, 1989
4. Understanding the Value of Earned Value or Where Have All Your Dollars Gone?, Lee R. Lambert, AACE Transactions, H.2, 1989
5. Applying Earned Value Procedure to Engineering Management, Mark T. Chen, AACE Transactions, 1991
6. The Essence and Evolution of Earned Value, Quentin W. Fleming; Joel M. Koppelman, AACE Transactions, 1994
7. Going for the Goal, Forecasting, Joseph M. Brown, CCC, AACE Transactions, 1996
8. Practical EVMS for an EPC Project, Tetsuya Yonezawa, CCE, AACE International Transactions, CSC.18, 2005
9. EVMS Internal and DCAA Audit Recommendations, Sean T. Regan, CCE, AACE International Transactions, EVM.03, 2006
10. Earned Value Management - Why Am I Being Forced to Do It?, Ursula Kuehn, EVP, AACE International Transactions, EVM.05, 2007
11. The ABCs of Earned Value Application, Mark T. Chen, PE CCE, AACE International Transactions, EVM.03, 2008
12. Earned Value on Fixed-Price Projects, Carol J. Christensen-Day, EVP PSP, AACE International Transactions, EVM.S02, 2010

Topic 7 BIM and 4D Scheduling

The required reading this week is Article 7, BIM: Sharing Project Data Reduces Conflict, by William R. Zollinger, III. It was selected because of its close alignment with scheduling and non technical nature. For the technical aspect of BIM, read Article 5. Article 3 was the required reading last semester. It is not as technically up to date as the newer articles but has real world project examples. Article 4 also has references to an actual project but falls short to bring out the “profitable combination” part. If you wish to go one step further than 4D, to cost estimating, read Article 11.

Article 8 and 9 are similar in nature, as in connecting BIM with IPD and sustainability. The architects in this class may find them interesting. To gain a historical perspective on the subject, read Article 1 and 10, which happen to have the same author. They explain to a certain degree why BIM was developed as a technology. It is a solution to a problem traces far back in history.

Article 2 is an older version of a popular guide published by AGC. This PDF file is from the website of Nebraska Chapter of AGC. The introductory part is still valid for most part. To buy the latest version, visit http://store.agc.org/Construction-Delivery/Building-Information-Modeling-BIM/2928.

Article 6 is from a pioneer in the area of information modeling for construction. The article comments on the overall picture of information technology in construction.

1. Integrating CAC, Estimating, Scheduling, and Accounting, Philip D. Larson, AACE International Transactions, 2001
2. AGC Contractor's Guide to BIM, First Edition, 2006 (Second Edition is available from AGC)
3. 4D Modeling: Adding a New Dimension to CPM Scheduling, Vidya C. Dixit, AACE International Transactions, 2007
4. Scheduling, Estimating, and BIM: a Profitable Combination, Tamera Lee McCuen, AACE International Transactions, 2008
5. The Quantification Process and Standards for BIM, Tamera L. McCuen, 2009 AACE International Transactions, BIM.01, AACE International, Morgantown, WV, 2009
6. The impact of emerging information technology on project management for construction, Thomas M. Froese, Automation in Construction, 2010
7. BIM: Sharing Project Data Reduces Conflict, William R. Zollinger, III, PE; David L. Sutton, PE; Gary Montler, PSP; Mark M. Seifried, PE, 2010 AACE International Transactions, BIM.03, AACE International, Morgantown, WV, 2010
8. 4D/5D BIM, JOC, IPD -- Why the AEC Industry Must Change, Peter Nicholas Cholakis, 2011 AACE International Transactions, PM.472, AACE International, Morgantown, WV, 2011
9. BIM, Sustainable Construction and Integrated Approaches to Project Delivery, Tamera L. McCuen, 2011 AACE International Transactions, BIM.731, AACE International, Morgantown, WV, 2011
10. Building Information Modeling (BIM) -- Designing a Comprehensive and Interpretive Database, Philip D. Larson, FRICS CCE CEP PSP, 2011 AACE International Transactions, BIM.751, AACE International, Morgantown, WV, 2011
11. The Fifth Dimension of BIM -- Cost Estimating, Jignesh S. Shah, MRICS CCE, 2011 AACE International Transactions, BIM.760, AACE International, Morgantown, WV, 2011

Topic 6 Communication and Documentation

This is not a collection of articles about communication and documentation in general but rather in the context of planning and scheduling. The required article for this week is Article 5, Project Planning: a Great Communicator, by James Baar, even though Article 8 is really worth reading as well. It promotes this idea of “documenting the schedule basis”, which is actually not new. All other articles address various aspects of communication and documentation in scheduling.

1. What Construction Management Seeks in Pictorial Documentation, R. Dennis Foster, 1982 AACE Transactions, A.5, AACE International, Morgantown, WV, 1982
2. Meaningful Scheduling Summaries for Management, Robert R. Cook, CCE, AACE Transactions, 1983
3. The Daily Report As A Job Management Tool, DA Pogorilich, Cost Engineering , 1992
4. Developing an As-Built Schedule From Project Records, John R. Knoke, PE; Gary H. Jentzen, PE, AACE International Transactions, 1996
5. Project Planning: A Great Communicator, James E. Baar, PE, AACE International Transactions, 2002
6. Electronic Project Documentation: Legal and Practical Problems, James G. Zack Jr., 2002 AACE International Transactions, CDR.06, AACE International, Morgantown, WV, 2002
7. Notes from your Technical Board: Construction Document Control, Edward E. Douglas III, Cost Engineering, Vol. 45, No. 04, AACE International, Morgantown, WV, 2003
8. Documenting the Schedule Basis, Edward E. Douglas III, CCC, PSP, AACE International Transactions, 2005
9. Retrospective As-Built Schedule Development, Anamaria I Popescu; Andrew Avalon, AACE International Transactions; 2005