AUDIO: https://connectdot.connectsolutions.com/pu6y7x381wpk/
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Ladies and gentlemen, the conference will begin shortly.
Thank you, for standing by welcome to the Federal Highway administration advanced project bundling overcoming hurdles conference call. At this time all participants are in listen only mode. Later we will conduct a question answer session. To ask the question press*one. If you should require assistance during the call please press star then zero. I would like to turn the conference over to your host Dan D'Angelo. Please go ahead, sir.
Thank you, welcome everybody to the sixth webinar in the series of six. We are going to have another series of six webinars starting in April that will be further going into more detail about project bundling and making an institutionalized process within agencies state and local agencies. A couple of housekeeping items. If you have any questions please enter them in the chat pod. We will also have a session later on where we unmute the phone lines if you prefer to ask a question over the phone line. In addition we are offering training certificates for this session. If you are interested in a training certificate for your use please enter your email address in the chat room. The chat pod. We can follow up and send you your training certificate for complaining the session.
First I have a little disclaimer. The presentation was created and is being co-presented by FHWA Greenman Peterson Inc. and apply to research Association for the boots and opinions expressed in this presentation are not presenters and do not necessarily reflect those of FHWA or U.S. D.O.T. for the contents do not necessarily reflect the official policy of the department of transportation.
Our presenters Romeo Garcia from Federal Highway administration the co-lead on the EDC-5 initiative. Followed by David Unkefer . They will provide more background on themselves. Myself and Dan D'Angelo and Barry Benton will be walking through case studies and major hurdles we have seen agencies face and how they are addressed.
Our agenda for today will be a overview of what project bundling advanced is and how agencies are taking advantage of project bundling and improving the processes. We will then go into a dozen or so case studies kind of highlight some hurdles or issues agencies have faced and how they have overcome them or addressed them. We will end the presentation by previewing resources available to you to help you in your project bundling effort.
We are going to have or poll questions coming up in a few minutes. We'd like you to start thinking about those poll questions at this moment. We want to hear from everybody on the line. We've heard of the issues you face. Do you perceive issues in project bundling? To help you longer. Think of terms of agency project sponsor. What kind of issues with a face either creating a project and link Graham, putting business process in place. What about external stakeholders. What kind of issues may they have in the engineering community. What did we overcome from that perspective. How about the bundling from an environmental process, are permitting. Are there issues during multiple projects at once. What are the hurdles you face, you perceive could come up in this process. Engineering. What kind of hurdles are being done in house, or outsourcing. How about from the contractor and suppliers perspective. What kind of hurdles may they be facing. Thinking in terms of quality assurance or how these projects are in large geographic areas. We are gonna take issues you can think need to be addressed as we pull them together. We are and ask for your input on the and a few slide.
At this point I am going to turn it over to Romeo Garcia. Explain to us what the project is all about.
Thank you. Greetings to all. Why project bundling? First of all what is project bundling? Project bundling is a process by which a single project the word is used to deliver multiple reservations are replacement projects. Project bundling can be considered for all types of assets and combined with innovations such as contracting methods and value capture for example. They involve innovation, ending, finance strategies to address a variety of problems noted in this word cloud and much more. The concept of bundling has been around for some time. May have been called by different terms such as consolidating, ripping, buying. It's old transportation. Bundling is the newer term that has not necessarily been used in a strategic systematic way and project handling comes in many shapes and forms and they are various categories and use cases for bundling. We will talk about some of these during this webinar. Why bundle? Project bundling can streamline environmental analysis and permanence combining and contracting construction. It allows agencies to capitalize and increase efficiency and support greater collaboration during project delivery and construction. Bundling projects with shared teachers and design expertise and achieve scale saving time using a single contract award for several similar projects seems to be dying and instruction procurement time. Save resources. Project bundling delivers program solutions by streamlining project delivery requirements with environmental agreements and standardize designs.
The next few slides will cover the how to of project bundling and some potential hurdles to overcome.
Thank you. Welcome, everybody. To this webinar on overcoming hurdles I am David Unkefer, co-lead project bundling Federal Highway resource Center construction team. We see this idea of project bundling and taking it to new level or years ago. We have done a lot of research on good ways to bundle we've done different webinars and covered best practices and so forth. We have some tools will talk about later. Really we have seen quite some momentum where we toured -- trying to take bundling to the next level. I think I'll be talking a bit about doing an intro about what is it that advanced or how project bundling. One of the things that we run into that prevents folks from implementing his hurdles. The bundling. As far as a bit of intro what we have seen and maybe it'll spur ideas about how to implement within your own agent. What we are seeing a forest how bundling is being done is kind of represented by this chart. You have either on the left side bundling being done by project or asset. In order to try to optimize the savings for a particular set of bundles. That could be done by looking at your existing program for opportunities to bundle or looking at asset management activities and as mentioned we are going to view the performance asset management activities with your payments. You can go about it as an asset approach to bundling. On the right side you seeing an initiative base approach to bundling and basically primarily D.O.T.'s are approaching bundling as a way to deliver an initiative. For instance if there is a program to address for bridges for example you are going to hear about today Kentucky where they had 1000 bridges to cover over a brief period of time several examples like this exist. The state is bundling because they just need to deliver rapidly and as effectively as they can. They look for those at scale. The other way bundling can be used in the initiative side is to justify the cost. For instance we've seen some states where they do a pilot bundle they have success with it and that gives them the opportunity may be to make the case to address more of the asset needs and system performance needs and bundling and have that appropriated to that bundle larger project.
This is may be a little more detailed on what we would call categories or use cases. There are some examples that may resonate with you or you would like to consider these are all valid cases. We would say that the most -- we are aiming or is the advanced optimize. You can quickly run down this team are traditional bundling which most states and agencies have been doing forever. They basically just -- it's not really a formal process. They seem products that are working together in order to bundle them and they do. Those are low hanging fruit. Those are done for many different asset types and work times. The next initiative base which I just went over a little bit so you have a very special need in specific initiative that being addressed in admission. In addition we've seen states deliver improvement programs and other more focused efforts as part of the initiatives where they are funded and have specific set of products they want to deliver effect of lien rapidly. The next one is called, last minute are we call it last-minute bundling essentially where some states as part of the bidding process will say to the contractor you can either bundle the projects you see in this set of projects for bed, or you can do them separately. You want a price for both options either bundled or not bundled. The state sees an opportunity to save and they did it in order to create some savings then that is a win, right? You see the savings right there. Oklahoma D.O.T. is probably the prime example of that particular method. The next example is catchall funding bundling. It includes a bundling of horizontal and vertical projects. We've seen the tribes use this method where if they have a program they kind of put together a good-sized set of projects in order to attract good contractors and competition. They will bundle those objects into a catchall set of projects that are necessarily separated by work type. Finally in the advanced optimize bundling this is where we would be trying to aim agencies as part of agency five and basically get looking at your bundling more upstream and take advantage during the program of your projects. Look through your bundles early and try to take advantage of permitting efficiencies environmental efficiencies design standardization throughout the course of delivery projects. We have seen D.O.T. be the lead in this and I think we are seeing other states that are considering that more advanced and I would say this process this will be formalized and captured in some kind of document guidance document for how to bundle.
This would probably outline at a high level advanced project bundling basically I'm not can go through all of the steps here you can go into bridge bundling guidebook that you are to provide a link to an in that guidebook you see the national study we determine there are steps you can run through not so much in a linear fashion but in order to develop your bundles. I guess I would say in order to fully optimize your ability to experience the benefits of bundling weather cost or time or other goals you have for your agency. I think that step number one is important. Step 1-2 is determining what are the goals your agency is trying to meet with bundling because bundling is not one-size-fits-all basically it can be year to the various goals you are trying to meet. Each of these steps provide the opportunity for great success and benefit they also might introduce hurdles I think it's the hurdles we are going to talk about with you today.
This is a list of 12 where to cover today some others I am sure. Basically in the course of delivering these hurdles have come up over and over and we felt like we should just try to cover this in our webinar. I am not going to go to in detail because Dan, and Barry, going to make a step through them. I am to say that you know, really what we have seen is even though states and agencies have run into hurdles they have said to us if we pick the right approach the right set of situation and bundling its well worth it. That's why we want to stand on their shoulders I suppose and see a little bit about how they did overcome those hurdles. Now going to hand it to Dan D'Angelo and continue the presentation.
Thank you. Great overview. For those just joining in I want -- put the email address in the chat pod. If you have questions would open the phone lines up at the end of the case study.
Creating business processes in your agency. I'm gonna pass first content we appreciate anybody's thoughts on what they perceive or have faced from hurdles for project bundling. Anybody have any suggestions? Type them in.
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Somebody must have something. How about if I said you only get a training certificate if you get an answer in here. We got one training certificate. Funds. Authority. Program. Very good. We are going to talk about how you deal with the environmental processing agencies definitely that's an issue we have faced. Good demonstrate funding as an issue. Small versus large contractor. That's come up maybe if you do large bundling or small contracting for participating definitely an issue. How about another 30 seconds. I have two more questions related to the environmental process and contractor specifically maybe some are covered already. Clarence on studies and how that's been dealt with and think about doing your bundling. Education in the process. I'm gonna go through the next set of questions. We are going to touch on a lot of these. This is really good. Geographic distribution. I'm gonna close this pulldown angle to the next two questions. If you miss something on the other one at here. Leave us but typically to environmental process and Clarence permitting design issues you perceive from bundling and also the last question is contractors may face from your perspective from an agency oversight quality assurance role. I'll give you two certificates of you put in an answer. We can talk about environmental permitting. Environmental permitting would be bundled together and construction work is subdivided in a different bundle there's different ways of handling issues and requirements. That's a tricky one. Developing case studies on business enterprise program handling project bundling especially in large geographic areas. Definitely an issue or a hurdle. Smaller contractors are an issue we have seen can be required. Benefiting contractors. I think this is really great input and consistent with what we've seen some of you may see we won't cover them all. Thank you for your contributions to this. If you have any last minute things put it in the box we love to hear what issues you face for the bundling effort. Providing adequate teams. One team's goal was to improve the number of contractors that do bridgework in their state. They use it as a way of additional contractors to help out with their program. They didn't feel like they had enough. 10 more seconds and we will close this down and write back to case studies. Thank you, for that. I was great. I appreciate the insight. We are going to tag team and jump back and forth between talking here different case studies. What are hurdles you may face. This goes back to what David mentioned in the process flow chart setting goals and objectives. The real answer is the hurdles he will face will depend upon practical objectives. What are you trying to accomplish. There's an old saying that no two projects are like. That may be true but it's also true that there are experiences and lessons from others that we can learn from. We selected a dozen or so case studies with examples of hurdles or issues faced or addressed and how we overcame them and examples based on actual project programs we are just going to touch on the server rest of them each one of these has a more in-depth case study found in the bridge bundling guidebook website or soon to be published quick start reference. We will have more detail on these studies. Their intended not to get into details but just touch on the issue are hurdle or how they overcame them if you want more information we encourage you to look at the resources and links for that information we have a download pod guidebook resources will be available. Let's just jump into these hurdles. I -- any questions? Put them in the chat pod. Otherwise within a jump into case studies. The first hurdle we did with these in particular order. The goal is that you may face on your project and consider will depend a lot on what your project is an object is our. The first hurdle in the chat is getting by the administration and create a program.
The example we are gonna use here is a really wonderful website that explains it in a lot more detail bridging Kentucky. This was a statewide initiative that numerous stakeholders involved had to get buy-in from internal external stakeholders creating the statewide program they created an extensive outreach and it was a successful outreach communication. They did extensive communication. The agency benefiting from the party was engaged in was trying to be accomplished and implemented they did extensive outreach come communicating. Chapter 7 I believe it is as some example communications and consider developing specific actions to implement statewide program. There are tools available specifically for project identifying stakeholders and who they are. From Kentucky they engaged in the Federal Highway administration and getting involved in the overview oversight agencies they had environmental issues they had to deal with. Historic remembering how that's going to fit into the program. To speed up the project process and this stakeholder involvement they didn't do individual bridges they bundled submissions for example section 106 really helps with the stakeholder involvement being engaged in communication it wasn't done peaceful that was activities being bundled up you will in addition to construction. They talk to other state agencies regional water and preservation. They internally had to talk to their divisions across the state. They challenge people to come up with ways of streamlining the process. Another big group thing they did outreach to fish and wildlife involved in locations and approval they found by doing this outreach involvement there was significant efficiencies they had. They were able to approach bundles in close proximity. More details in the project if you want to look at getting stakeholders involved Kentucky initiative is a great example of how to involve stakeholders and outreach to them. The next example we want to give us more generic.
How do you know which -- what are the hurdles you are going to face in the issues and risks. What we found out as a best practice talking to agencies that have implemented project handling is probably any project they have a robust risk management process in place before the project bundling initiative program. Registered and updated throughout the process. I don't know how many people on this call have a former risk process for agency or program or done ad hoc is has better success, right? You are not only looking at ways of mitigating the risk but more formal process of any threats and how they transfer to the contractor and how does the agency obtain. We are going to talk about an example where a location being bundled at a very significant environmental issue and that location was removed from the bundle. It was avoided and litigating what you can do in advance to minimize that threat and same with diverse management by definition includes opportunities and how you can take advantage and share our take advantage added to your bundle because it's cost effective to do so. Based on risk analysis driving your project and a procurement method risk management project bundling and programs it's to do a formal process and continue with process risk identified and addressed in the environmental process whatever the solution is maintaining that list and updating that list and being much more successful.
I think very, you're gonna cover this one did
Correct. Thank you. A quick background about myself I do work for GPI I -- my first career spent working for the Delaware Department of transportation we certainly do a fair amount of bundling. Dan, and I have been working project bundling in the national level sense, 2017 in the New York State D.O.T.. One of the hurdles we talk about this is a primary one identifying project locations. How do I decide which projects are best being bundled? There is no one-size-fits-all for this the agencies can identify projects for bundling by employee selection criteria to meet specific project program goals also considering that agencies risk analysis. If you don't if you've not -- you are just starting off weekend stand on the shoulders above us. So much work in the past look at the past experience. There's a number of factors states have used. The first and most obvious one is geographic proximity. If you live in a state like I do Delaware that's not a problem. I think it's 11 miles wide. If you live in a larger state if you live in Texas or West Virginia, New York, these are things that are important I was just talking to some contractors we been working on this it's beneficial to contractors to have close proximity and mobilize and work on multiple projects. It could be beneficial to the industry from a stand for of construction. The next five I am going to group together. These are all related by repeating things repeating efficiencies with cost and time savings. The first would be work control with similar traffic resulting in efficiencies and set up if you're close one works on the set up and works on multiple project streams. If you bundle bridges it's of similar size with similar details. That not only in terms of efficiency and getting better it also improves quality because workers do the same detail. They get better at them faster at it and then contractors can save you money. Asset types bundling similar types resulting in fewer complications and different designs and methods an example would be a bundle program or AVA type projects. Similar preservation activity rehabilitation. Replacements if you put similar work the workers are ready get better. They do just joints and put out contracted joints and workers get very good at the better product. The last one I want to discuss his environmental permit here they talk about if you have a problem you can remove it. I'll say this complex environmental permitting is probably best avoided we -- if you do that we've seen numerous projects with permitting being accelerated or streamlined in bundled some agents these you work directly with permitting issues to fund the division to help prioritize the particular permit. Regardless if you have a bundle coming up you need to bring those agencies and discuss how you're going to handle them. The next one is I am also going to bundled together having to do with risk typically the more you take risk out of the bundle the more successful your bundle is going to be. That could depend on hydrology and hydraulics specifically for bridges advanced analysis prior to the bundle being done that way the contractor knows it darkly the size of the bridge technical again. Advanced work gives the risk away from the contract. Utilities and third parties and right away have some bundles that try to put this with the contractor and it's just they don't have magic pixie dust to make the issues go away. These are best to be handled in advance if possible. Check with what the agency and with the have the authority to do. I would typically consider keeping that responsibility with the agency. The next one I'm going to talk about is identifying funding there are several different hurdles with regard to funding you need to be aware of. First of all the most obvious is identifying availability but then also accepting the type of fund you are using and then what kind of expectations may be coming with that funding the first one we will talk about is funding availability. Funding for hurdle in multiple ways the lack of funding is probably the biggest hurdle especially as you get bigger projects. Public agencies may not necessarily know of all the food source of funding of the project. At the federal state local level are used to pay for transportation. Annual revenue streams and I'll talk a little bit about the situation of competitive grant later in this presentation. You can also use loans and bonds are partner with the private partnership options enabling the legislation. Agencies should learn about all the funding source available to them for example your local public agencies can reach out to the state D.O.T. and they could reach out to the division office. The second hurdle I want to discuss with awareness as you are using funds. There are number of funding options. Federal state and/or local. The agency project needs to be aware the funding used and ensure all requirements associated with that funding. For example adding federal funding to any project bundle late in the game can switch back to the schedule if you haven't anticipated it. Moore also about this particular topic. Something you need to know early on if you think that federal funding could be used early. The last thing I wanted to talk about was expect Tatian to come and how they work for state DOT for 25 years with the elected official funding source initiatives on infrastructure typically quick results are desired. Bundling projects and using -- it could be a good tool to make the project complete so results are quickly realized. A lot of examples and some that come to mind and these are highlighted in the guidebook the Highbridge partnership program replacing 200 local vendors. The Nebraska transportation innovation.
Thank you. Following up on berries, slide on the project selection criteria that we have seen the issue of analysis for bundled project for each location. Although locations with minimal constraints are ideal the same thing for the right away the locations with large issues are probably best avoided. It requires location specific analysis. For the most part what we've seen and nothing said the environmental process actions permitting analysis can now be bundled also. We are seeing I mentioned early on agencies that have bundle their environmental analysis with other agency approval on all the locations and the bundle the construction contracts. Exactly what New York State did. Both North Carolina -- South Carolina and New York State bundled documentation and approvals. South Carolina employed geographic area box analysis New York State had specific worktime. Some of this depends on the method you are choosing and what step in the process is going to be addressed. It can help -- if you see environmental issues early on can be bundled together as part of analysis. The important thing to consider is the potential environmental right away part of your criteria is mentioned. How -- is another story. The Redbook has a lot of great suggestions open with other agencies and taxability with problematic agreement for example the key here is early communication coordination through utility environmental issues and locations that may slow down or stop the project you may need to take that location out of your bundle. I think hydrology designs exploration for bridge projects are really important and the best thing completed in advance of the construction project information available other designed the build or incorporate the remaining risk into the project. Examples of ongoing environmental permitting analysis New York and South Carolina.
This one is mine. What are the hurdles we can face. Can we bundle in places where they are high traffic. This can't get too complex to bundle multiple locations in construction. I think really this becomes less of a hurdle and more of an opportunity. I'm going to give you a good example. This one happens to be in Delaware the I-95 corridor through Wilmington. I was involved early on in this. I am not going to say I ran from it. It started out on this particular one we had two projects we saw coming up in the next -- one a mile long bridge outside of the city. We were trying to look at ways to -- they originally scheduled back to back under construction for 4 to 5 years along the interstate. That got us looking around all the other projects in the area. What we saw was there was actually 23 separate projects scheduled for the next decade on this core door. For this one the identification projects made bundling the obvious and the only acceptable choice to complete the work. Simply working separately would've resulted in overlapping setups and conflicting construction exposure to zones and extreme disruption to traffic which would then lead to community backlash. The rehabilitation of I-95 to the bridge project was born. It includes rehabilitation of 19 bridges 3 1/2 miles of interstate highway with the current [ inaudible ] a day. They predominantly as a core door run through the heart of the city major commuting route in the city the obstacle caused generates concerns of potential impact of traffic into the area of the city. The designers were faced with the challenge as he began working on the project they were faced with the challenge trying to determine how the contractor would go about this most efficiently to complete the work. That's when the DOT decided to use procurement methods which selected contract based on qualifications and brought them into the design process. Currently the project is starting to begin construction next week. The development of the -- it involves a few things a prerequisite project in advance of the work which allows for better access into the work and that overcame some of the concerns by the local community also a contractor role selected to do this. These breakout projects provided significant parts of the project that could be done on a smaller part. Just one thing to remember in this particular challenge trying to coordinate 22 projects to a high traffic place it's probably a good idea to look at different project delivery methods and see if there's something that doesn't fit to help reduce risk and contract efficiency. You have to have a two-year window to deliver this. With involvement it anticipates being able to do that. Federal highway was general helpful.
I just lost connection for a second. I think I'm back. We just heard how they are using [ inaudible ]. The goals and objectives of the project and risk analysis. If you think about project delivery methods they are nothing more than different ways risks are allocated among different parties. How do you select the best delivery method? It depends on your goals and analysis and what you want to transfer and that and the method we want to drive home here as we've seen project bundling used at the program project level but all different delivery methods they all work for project and doing again it's going to be driven by your specific goals or objectives. If you are not familiar with all the different methods out there a lot of resources are available. There's a whole chapter on the pros and cons about each delivery method shown on the screen. It's from the guidebook. It applies to all project work types. If you want an overview of different delivery methods it's a great resource. FHWA is about to release a tool to help agencies select methods. I think it's going to be rolled out next month. It leads you through a risk analysis on your goals and objectives and what you are facing and helps you drink what delivery method may be best for that. The most common one with most projects are very common for project delivery also ID IQ you don't know your counties. We know they have contracts that deal with bridge joints for example are bearings. They have X amount of work over the next 3-5 years. There are quality control. There is a great example of I-95 and not being quite sure of the contractor being involved. It's a great way of sharing risk and design build can be used when you wanted to come out fast, and you don't want to spend -- you don't want to incorporate the contractor's expertise in delivering the project so he's transferring the risk over to him. Maybe you seen in Pennsylvania is a good example where they have incorporated a finance into the program. Most P3 employee design build is delivering the work of the concessionaire over top of it.
Another example is local public agencies don't have enough work to bundle. We'd love to get better prices and more competition. We don't have enough work to do it. How do you do that? We like to highlight leadership by the city of Oakwood in Georgia. They wanted to get better prices and more competition on their paving projects. They didn't have enough work to bundle it based on the budget over a certain timeframe. They reached out to two neighboring cities. Northeast of Atlanta. The city of Oakwood turned to the neighboring cities and Claremont and said hey, are you guys interested in bundling together. That's exactly what they did. They worked with their neighboring cities to bundle the paving program over a couple of years. That increased competition and slowed down the unit cost significantly. They had very specific goals and that's what they were trying to accomplish. The lack of bidders because the size of work in how they do that in there: they reached out from Jason to do that.
Coordinate numerous jurisdictions.
One of the things with Oakland is where you had multiple jurisdictions among themselves. Having numerous jurisdictions combined into one particular project can certainly have some challenges. It can be done. I think the best example is the [ inaudible ]. On a much larger scale than Oakwood I would be able to work with systems with large projects involving local agencies. There was a sponsored bridge project program fund. I spoke about the fund earlier. Funding can become available. You need to be aware of if you work with the federal highway. $225 million to replace the bridge in 25 rural states funding areas with less work. Specific targeted funding. Taking the initiative of the half of the county and demonstrating cost savings through bundling bridges I was awarded the largest grant in the program $33.4 million. Before they applied for it the D.O.T. worked with the counties to ensure everyone was "onboard" stakeholders support and applying for CHP be funds. On the project level it was conducted by LPA. There were 77 bridges with 50 different owners in this program. The coordination among the LPA was comparative. Organizing the bundles and executing agreements with each LPA. The participants of each 2-5 bridge bundle decided among themselves -- this brings me back to some comments about small contractors being left out or they don't have to be. In this bundle there were 77 bridges bundled and packaged 2-5. They gave enough time in the schedule to allow contract volunteers. They had secure work of 2-5 bridges to build. QC for each bridge within the project failed. The OT organized the bundles and contracting. Each agency county was responsible for inspecting their own individual. They do have an advantage. Very comprehensive bridge standard that helped with consistency of the program.
Another hurdle that can be a problem from local agencies probably not as much for states. They may not be familiar with Adderall requirements. The local agencies bundled. They need to make sure they are aware of the number of things. Federal funds are utilized in requirements associated with those funds must be met. Many are used in many factors. The agency must be aware of stipulations that come with the use of federal money and plan appropriately. Using federal aid to fund transportation projects can take several requirements applying to projects which may add complexity to the project delivery process especially if the local agency is unfamiliar with those requirements. Federal provisions propose additional requirements on the project depending on the state's rules and regulations governing projects with the state funds. FHWA federal video library resource helps local agencies understand the department. It would be a great resource for local agencies to look into. Procurement. Challenges need to be addressed including state contracting and procurement instructions meeting federal requirements and federal endings. There are sometimes differing requirements. As mentioned earlier application federal civil rights requirements include among others the ADA title VI program on job training opportunity equal employment opportunity and contract compliance. All of these would apply to federally funded projects. State D.O.T.'s cannot allocate responsibility to regulatory requirements. We discussed examples earlier the local agencies partnered with the state D.O.T. to achieve the benefits of bundling the department has the added benefit of familiarity with the federal requirements for project involvement. The FHWA office of civil rights website provides information and guidance and technical assistance for each of the programs. Another thing you need to be aware of and this goes for states too. As he bundle projects together sometimes they get large. You need to be aware of the major project provision. For bundling $500 million threshold that becomes a major project in the process of requirements involved become more complex rendering more channels that are ever more important to the prof is. These projects -- require specific actions and financial plan project management. The major project website contains detailed information guidelines and tools and programs with cost estimates. Mandated by Congress and FHWA for delivering a large transportation project. Also available resources ranging from studies highlighting lessons learned on delivery projects. The last two are the environmental process in regards to the environment federal funds used in any phase of the project all federal regulations apply. Simply section D communications assistant rural act otherwise known as the uniform act applies with federal dollars utilized in the project. The right-of-way certification is required to advance.
Thank you. We are running long. I am -- if there's any questions put them in the chat we will try to get into them as we wrap this up. If you do have to leave we understand. This is being recorded and we will post on the website so you can go back and review if you have to leave. I am going to quickly slide through the next couple of hurdles. Really they have to do with the overall goal objective for agencies to make this a routine part of business process. Bundling is considered a normal way of doing business. How do you create those roles and institutionalize the process? What you have been hearing is these hurdles we talked about need to be addressed. Here is an example of a state in Indiana whose created a business rule to do project loans to be considered during the implement process. You can see we've talked about work types and bundle size and geographic so forth. About to release a quickstep reference that has example business rules in it for the needy. Once you have a business process there are additional things you can do. How do you optimize it? We wanted to highlight this practice you saw. Indiana can do a lot of bundling. How do you get better at it? They developed a process algorithm machine learning to look at the data performance and help them informed decisions about when to bundle and size. This is an example of an agency starting to institutionalize that using data to improve performance and Indiana seeing great savings in the program because of the savings bundled. Programs are changing and getting a lot more work done if they weren't bundling that's what the school is all about. In summary of everything we just talked about I know we touched very briefly and there's a lot more detail available in limited case studies we are about to mention. We work on delivering methods and a lot depends on you risk analysis. They achieve scales and reduce cost. We've seen accelerated schedules in the years of work. A great way of deploying -- we didn't talk about that. There are case studies on improvements and a bunch of problem innovative solutions to do excellent reduction. It works with one agency and multiple agencies getting together. You can bundle approval processes and construction vice versa. Having the document of a different process is probably the ideal goal to achieve and how to use your performance to improve it in the case of using machine learning to improve upon institutionalize business project. We also covered project location and a list of things to consider. We talked about federal requirements in and New York State we had a process to get federal aid in case federal aid came into play at some point. We major to cover all the process of familiarity of the federal process.
We are trying to wrap up quickly. We are 10 minutes over. Any questions? Do you want to open up the phone lines. I don't see any in the chat pod.
If you would like to ask a question over the phone please press star one on your telephone keypad or the voice prompt on the phone line will indicate when your line has been opened and you may remove yourself from the queue anytime by pressing*two. If you are using a speakerphone pick up the handset by pressing the corresponding digits.*One at this time for a question.
I do see one question. I did have a share pod available. I am not sure what happened to it. Let me -- at the end I'll -- I forgot. The PowerPoint is available. Email is an option and it will be posted on the FHWA site . In the name of time do we want to go through the next section on bundling resources quickly?
If we can make the site available which I did see a download pod originally then I think that would be -- we don't need to go through that.
There it is. There is -- we will leave this open the PowerPoint PDF available for download along with a fact sheet and a flyer on resources provided. If you're interested in learning more if you want a peer exchange workshop on this we are offering those things and those things are being scheduled make sure you get invited to them. They are available on FHWA website.
I would like to talk about the technical assistance. The third bullet down, we have the ability to come alongside an agency to help them create their first bundle or to consider how to create a process for bundling. I just want to mention that. I sees some local agencies and states on the webinar today. If you like some support to help you push it a little bit with some expert assistance I want to invite that. Send us a note. Targeted technical assistance. That's all.
Thank you. I will be posting this if you missed the previous webinars there are links to the website. You can watch them on demand. We are planning another series to get into more details putting this process together. Helping agencies put together program. Making it part of the routine business process. There is quite a bit of benefits across the country taking advantage of project bundling.
There is Romeo and David's contact information they are happy to answer your questions or find answers to your questions that mean more technical assistance. Reach out to them. There is some questions. Do you have the ability to use a different delivery method that? That a fact that can come into play. I think your question is getting out if the state can do it can they do it for the local project.
I think as far as, you know, a federal rule that I would say default to whatever the state and local legislation says. For us everything is design build, are allowed. I know of states where the cities do work the states don't do and vice versa. It usually comes down to how they work out legislation within that state. Federal restrictions or allowances.
And New York State the state has an ability to do design build but local governments do not we let local projects using design build. We have a program now with bridges. Stay is delivering projects on behalf of the local government.
In Arizona I think the city of Phoenix for example can do some more advanced contracting. DOT has restrictions. It comes down to the state. It's more of a state level decision. Funds are flowing through DOT . That certainly is part of the DOT accountability if you will to us as FHWA .
It's worth looking into. The state D.O.T. can lead a project.
Drop us an email if you have more questions. Thank you, for sticking around. I know we are 15 minutes over. We appreciate you sticking with us. Please join us for other webinars check out other resources we have. David do you have any closing remarks? 2 no. Thank you, for running.
Thank you. Have a great evening.
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