PSMJ Resources, Inc. is the nation s leading provider of management information for the Architecture/Engineering/Construction industry. For nearly 30 years, we have focused exclusively on this industry, providing our customers with actionable information that is tailored to the special needs of this unique industry. Our areas of expertise are:

         Strategy

         Marketing

         Project Delivery

         Human Resources Management

         Information Technology

         Financial Management

         Leadership and Ownership Transition

 

We provide our customers with information on the above through a variety of vehicles, including:

         Two monthly newsletters, one for senior managers and the other for project managers

         Comprehensive surveys of the A/E industry including financial statistics, fees & pricing, management compensation, and information technology

         Manuals on a wide range of subjects in the above categories

         Seminars, conferences and other educational programs conducted both in public forums and on an in-house basis

         Consulting on strategic planning, project management, human resources, etc.


Some of these activities are described more fully under the SIN descriptions.

 

The best assurance of quality comes not from we say but from what our customers say. The following is a small sampling of comments we have received in the past few years:

 

The two one-day sessions held in Huntington far exceeded my expectations. Ron L. Keeney, Deputy District Engineer, U.S. Army Corps of Engineers, Huntington, WV

 

In the year since the workshop, those projects to which the quality workshop methodology has been applied have clearly produced superior results. As a result, our district has now committed to applying the quality workshop approach to all new projects. Larry O. Rogers, Chief, Engineering and Construction Division, U.S. Army Corps of Engineers, Ft. Worth, TX

 

Although we have had expertly facilitated meetings and retreats in the past, the A/E industry knowledge that you brought to the table, along with Phil O Dell s federal agency knowledge, made this Strategic Planning effort particularly successful. Michael J. Roluti, Director, Technical Services Center, U.S. Department of Interior, Bureau of Reclamation

 

The Project Managers Bootcamp and Bootcamp II training have proven to be invaluable as we undertake strategic changes in the way services are provided to our customers. Project managers now have the skills to implement and develop this project delivery system. Col. Richard Conte, Director of Public Works, Ft. Lewis, WA

The work PSMJ has performed for USACE over the past several years in support of our corporate efforts to fundamentally change our business processes and culture have been exemplary, with results that have made a positive and enduring difference in the way the Corps operates.  Nothing but the highest praise has been received from these Districts for PSMJ's responsiveness, professionalism and outstanding support.  I am confident that PSMJ's work will allow USACE to make dramatic and significant improvements in the fundamental way we operate. Stephen Browning, Chief, Program Management Division, U.S. Army Corps of Engineers HQ

The instructor s knowledge and delivery were outstanding. Donald R. Mailloux, Deputy Director, Commonwealth of Massachusetts Capital Projects Division


Outstanding were the information and the presenter. Armando Jimenez, Chief City Architect, City of El Paso Public Works Department

In the next few days, I plan to write up my first-ever scope of work. The workshop tips, guidelines and conceptual goals are exactly what I needed before composing the scope of work. Ezra Abraham, Historic Architect, U.S. Army Corps of Engineers, Seattle District

The following are recent examples of projects performed under each applicable SIN category:




SIN 874‑1: CONSULTING SERVICES

 

1. Project/Contract Name: Strategic Planning for the Bureau of Reclamation Technical Service Center (TSC)

 

Project Description

 

This project provided consulting services to facilitate the strategic planning process for the Bureau of Reclamation TSC. The TSC has a staff of 650 engineers, scientists, technicians and other professionals that provide state-of-the-art technical services that address the engineering, environmental, cultural, and water resources needs of its customers. Although the TSC had formal Operating Guidelines, which included mission, vision and values, roles and responsibilities, and work process guidelines; and an annual Business Plan that defines its business strategy for the year, the TSC did not have a formal strategic plan.

 

The work under the delivery order consisted of PSMJ performing following:

 

1.        Meet with TSC staff to finalize the questions and format for an all employee survey, a survey of the TSC s Group Managers, a survey of the Strategic Planning Team, and a survey of the TSC s clients.

 

2.        Prepare a work plan for development of the strategic plan. Work plan included the following elements:

         Compilation of basic data.

         Employee questionnaires which groups of employees would complete which questionnaires, who would tally the results, and what would be the target completion dates.

         Employee interviews which groups of employees would be interviewed in person or via telephone.

         Client input how input would be obtained from TSC clients

         Activities required for planning and conducting the planning retreat

         Activities required to produce the Strategic Plan

         Plan for communicating the Strategic Plan to appropriate Bureau personnel

         Plan for following up the assignments to be sure they are carried out properly

         Assignment of responsibilities for each of the above activities, scheduled milestone dates and budgets.

 

3.        Perform data reduction on the results of the above surveys.

4.       Analyze, interpret and graphically represent the results of the survey data for use during the retreat.

5.        Review other questionnaires, financial data and other data submitted by the government prior to the retreat.

6.        Conduct interviews with each Strategic Planning Team member prior to the strategic planning retreat.

7.        Provide two consultants to facilitate a 3-day Planning retreat, providing expert consultation and guidance.

8.        Provide, with the assistance of a government technical writer, a preliminary draft TSC Strategic Plan at the conclusion of the retreat.

9.        Review and provide written comments on the final draft of the TSC Strategic Plan.

10.     Provide telephone and e-mail follow-up support or a period of 12 months following the retreat.

 

Point of Contact and Telephone Number:

Mike Roluti, Director, Bureau of Reclamation TSC

Phone: 303-445-2720

 


2. Project/Contract Name: Support to USACE Corporate Business Process Initiative

 

Project Description

 

This project provided support related to the ongoing U.S. Army Corps of Engineers (USACE) Corporate Business Processes (CBP) Initiative. Work performed by PSMJ Resources, Inc. was as follows:

 

Task 1 - Implementation Plan Development. PSMJ assessed what large private sector firms and federal agencies have done to transform their corporate culture into one supportive of continuous learning and improvement. PSMJ consulted with USACE representatives on the proposed USACE approach and recommended appropriate improvements related to integration of corporate training programs, standard business practices, effective communication and reinforcement of values and operating principles. PSMJ developed an approach for auditing the project delivery process to assess PMBP implementation and conducted a pilot audit at a USACE district.

Task 2 - Earned Value Metrics Development. PSMJ developed information requirements for use of Earned Value analysis as performance metrics on major USACE programs and small projects. PSMJ also advised on the feasibility of using roll-ups of Earned Value criteria for evaluating program status. PSMJ developed a graphic report format to display the status of a given project using Earned Value criteria, which could become a standard reporting tool to manage all Corps projects. PSMJ prepared and delivered a briefing to USACE senior staff on the benefits of Earned Value analysis and its use in evaluating project status. Workshops were developed to teach Project Managers how to generate earned value measures for their projects and use them to monitor project execution, and instruct senior managers on effective use of earned value measures for monitoring and managing overall program.

 

Task 3 - Best Business Practices Benchmarking and Development. PSMJ assessed what large private sector firms and/or federal agencies have done to successfully implement best practice systems, and compared them to the proposed USACE approach, making appropriate recommendations to improve the USACE approach. PSMJ reviewed and made recommendations on content of the USACE best practices manual, based on best industry practices. PSMJ developed content for generic project management skills to be included in the project execution portion of the manual, to include change management, scope management, client management, schedule management, etc, based on industry best practices. PSMJ recommended additional process items to be included in the business process manual, and provided draft content based on industry best practices.

 

Task 4 - Quality Systems Benchmarking. PSMJ assessed what private sector firms and similar federal agencies have done successfully to implement effective corporate quality systems, and made recommendations for an effective USACE quality system. PSMJ considered the potential benefits and lifecycle costs of implementation for ISO 9000:2000, Army Performance Improvement Criteria (a Baldrige-based quality system) and Activity Based Costing. PSMJ recommended what organizational echelon these systems should be applied for best effect, and where an integrated approach would be most effective. PSMJ made recommendations regarding the feasibility for using the Corporate Business Process documentation as part of the recommended quality system. PSMJ developed a workshop and teaching tools on the recommended Quality System approach.

 

Task 5 - Workshops. PSMJ conducted 2 pilot workshops integrating the teaching materials developed in Tasks 2 and 4. PSMJ collected comments on the effectiveness of the workshops and revised the teaching materials to incorporate improvements and lessons learned. USACE personnel and/or other facilitators will use these materials to conduct further workshops as needed at other USACE locations.

 

Point of Contact and Telephone Number:

Cynthia Nielsen, Deputy District Engineer for Project Management
U.S. Army Corps of Engineers, San Francisco District
Phone: 415-977-8702

 


3. Project/Contract Name: Benchmarking Client Service Excellence

 

Project Description


This project was undertaken to meet the strategic objective of turning RETEC, a large environmental engineering company, into the service leader in the environmental market. PSMJ s services are summarized below.

Task 1 Identify Current Service Leaders. PSMJ worked with RETEC to identify major clients who contract with multiple environmental and related consulting firms. This included a mix of RETEC s existing and potential clients in the petroleum, railroad, utilities and related industries. PSMJ then interviewed 10 representatives of these clients to determine (1) the importance of various selection criteria (including service) and (2) which consulting firms they considered to be the best service providers and why.

Task 2 Interview Current Service Leaders. PSMJ conducted telephone interviews with 12 representatives of those firms identified in Task 1. These interviews focused on specific processes and systems these firms have developed that have allowed them to provide consistently superior service to their clients.

Task 3 Define Criteria for Measuring Service Performance. PSMJ developed a recommended set of criteria to measure service performance on a company-wide basis. The product of this task was a simple one-page questionnaire that could be sent to RETEC s key clients on a regular basis, along with a process for informing the clients about the program, soliciting their support for it, following up to assure a high response rate, and tallying the results into useful information.

Task 4 Establish Performance Targets. The first step in this task was to assess the current level of service quality at RETEC. This was done by distributing the questionnaire developed in Task 3 to approximately 20 representatives of RETEC s key clients. The results were analyzed to determine the performance of each business unit, as well as overall firm performance. Appropriate long-term targets were then set, along with a methodology for incorporating appropriate annual targets into RETEC s normal business planning process.

Task 5 Establish Standard Processes and Systems for Service Delivery. Some business units within RETEC were already performing at or near benchmark levels. RETEC interviewed selected personnel from these business units to determine their processes and systems that lead to such high levels of service. These results were combined with the results of Task 2 into a set of specific recommendations.

Task 6 Audit RETEC s Current Project Management Process. Following the results of Task 5, an in-depth audit of RETEC s current project management process. The audit included visits to each major RETEC office to perform the following activities:

1.                       Review financial status of completed projects

2.   Interview PM supervisors

3.   Interview select technical staff

4. Interview PMs

5.    Review example job cost reports

7.                         Interview CFO/Controller and selected accounting staff

         Review QA/QC procedures.

Findings were presented to senior management as a series of specific recommendations that will result in achieving RETEC s strategic objective of becoming the service leader among environmental engineering firms.

 

Dollar Amount of Contract: $72,000

 

Project Duration

Original Estimated Completion Date: May 15, 2002

Actual Completion Date: May 15, 2002

 

Point of Contact and Telephone Number:

Mike Knupp, CEO

Phone: 978-371-1422


SIN 874‑2: FACILITATION SERVICES

 

1. Project/Contract Name: Corps of Engineers, Ft. Worth District Quality Workshops

 

Project Description


The project consisted of a two-day workshop to help project managers and engineers change their outlook on quality from something that they alone define to something that is agreed upon with the customer prior to starting the project. The following 9-step approach was used:

1.        Workgroups of 5 to 8 people each were identified. Some workgroups included a representative of a longtime Corps customer as well as a representative of a longtime Corps supplier (i.e., an A/E firm). Approximately 40 people were invited to the workshop, divided into the above workgroups.

 

2.        Each workgroup was asked to identify a real ongoing project that was about to begin or had recently begun and to bring copies of the scope of services, schedule and budget to the workshop. (Where a Project Management Plan had been prepared, copies were made for each workgroup member.)

 

3.        The initial part of the workshop was a presentation on basic principles of quality management, based on the concept of customer-defined quality.

 

4.        Following the presentation, each workgroup was asked to define quality for their case study project. The definitions were as specific and quantitative as possible in order to eliminate ambiguities and the resulting misunderstandings.

 

5.        Each workgroup then presented the results of their case study to the entire class and entertained questions and comments.

 

6.        Each workgroup then caucused to establish a process for assuring that the defined level of quality was actually delivered. This process included the use of existing QA/QC systems insofar as possible.

 

7.        Each workgroup then presented the results of the above quality monitoring process to the entire class and entertained questions and comments.

 

8.        To wrap up, we discussed ways of institutionalizing the lessons learned during the case studies so that they would become a permanent part of the way Huntington Corps of Engineers manages projects.

 

9.        As follow-up, we answered questions and assisted participants with specific problems for a period of 12 months following the program.

 

Point of Contact and Telephone Number:

Larry Rogers
Project Management Chief

817-978-2179

 


2. Project/Contract Name: Corps of Engineers, Huntington District Quality Workshops

 

Project Description


The objective of this program was to develop effective quality plans that could be (1) incorporated into the Project Management Plans for 30 to 40 Corps of Engineer projects and (2) monitored and maintained to assure that the defined quality objectives are actually achieved.

 

Quality plans for approximately 30 to 40 active projects were developed by the Corps project managers with the assistance from PSMJ, so they would be suitable for inclusion into the Project Management Plans. These will be accomplished through Quality Workshops similar to those conducted the prior year. However, rather than developing Quality Plans for several projects during the same workshop, individual workshops were conducted for each project. The length of time required in the workshops was be from -day to 1-day each (depending upon the complexity of the project, the number of different customer groups and the size of the project team). The specific activities are described below:

 

1.        Prior to the workshop, each Corps PM identified the workshop participants. Each workgroup included key technical team members, a representative of the Corps customer(s), as well as the PM for any A/E firms or other key subcontractors.

 

2.        The initial part of the workshop was a presentation on basic principles of quality management.

 

3.        Following the presentation, each workgroup was asked to identify all the project s customers (internal and external) and define quality for their project from the customers viewpoint. The definition was made as specific and quantitative as possible in order to eliminate ambiguities and the resulting misunderstandings.

 

4.        Each workgroup then established a contingency plan consisting of two parts:

 

         Identification of factors (internal or external) that could jeopardize the project s quality objectives.

         Determination of actions that would be taken to prevent these problems from occurring or mitigating their consequences of they did occur.

5.        Each workgroup then established a process for assuring that the defined level of quality was actually delivered. This process included the use of existing QA/QC systems insofar as possible. It also included a way to monitor the accomplishment of the defined quality objectives.

6.        Following the workshop, each PM prepared a draft Quality Plan and submitted it to PSMJ for review. PSMJ reviewed the draft plans, discussed our comments via telecon with each PM, then reviewed the final plan to be sure it was adequate for incorporation into the PMP. Each plan included a method of measuring the quality objectives outlined in the plan and maintaining them to assure that these objectives are met.

 

Point of Contact and Telephone Number:

Demi Mack, Program Manager
Phone: 304-529-5466

 

 


3. Project/Contract Name: El Paso Consulting Engineers Council, Collaborative Project Management Workshop

 

Project Description

 

This 2-day workshop brought together a total of 54 project managers, approximately half from engineering firms and half from the City of El Paso Public Works Department and El Paso Water Utilities. The objective was to develop a better understanding of how collaboration among the parties will lead to more successful projects. Topics covered during the workshop included the following:

1.        Introduction

2.        What is a Project Manager?

3.        Selecting the Right Designer & Contractor

4.        Planning the Project

5.        Project Scheduling

6.        Project Financial Plan

7.        Leading the Project Team

8.        Managing Your Clients

9.        Managing Quality and Risks

10.     Time Management

11.     Controlling the Project

12.     Getting out of Trouble

13.     Wrapping up the Project

14.     Implementing this Seminar

 

The workshop included both lecture and hands-on exercises. During much of the program, the group was divided into 8-person teams, half from engineering firms and half from public agencies. Each team was given a scope of work taken from an actual public works project (design of a water distribution system). The exercises included the following:

1.        Each team evaluated the scope of services and made recommendations as to how it could be improved. The objective of this exercise was to help participants understand the elements of a good scope of work.

2.        Each team then developed a work breakdown structure from the scope of work. This exercise helped the participants understand how to develop this critical tool which is the basis of the Project Management Plan.

3.        Each team then divided into two sub-teams one from the engineering firm representatives and one from the public agencies. Each sub-team then estimated the labor hours needed to complete each task in the work breakdown structure. The results were then tallied to determine the variations in estimates among the various sub-teams.

4.        One team whose sub-teams had developed labor hour estimates that were considerably different were then selected to role-play a mock negotiation. During the negotiation, it became clear to all the participants that the reasons for the variability in labor hour estimates were almost entirely due to a lack of clarification regarding the work breakdown structure and the scope of work.

 

Point of Contact and Telephone Number:

Phil Rothstein, P.E.

President, Bath Engineering Corp.

Phone: 915-534-9110

 

 


SIN 874-3: SURVEY SERVICES

1. Project/Contract Name: A/E Industry Annual Financial Performance Survey

 

Since 1978, PSMJ has produced the most comprehensive survey of financial performance in the Architect/Engineer (A/E) industry. We have obtained the active support from the major industry trade associations including the American Institute of Architects, American Council of Engineering Companies, National Society of Professional Engineers in Private Practice, and Management Association for Private Photogrammetric Surveyors.

The database used is proportional to the overall A/E industry in firm size, geography, practice area, and client mix. The survey includes 95 tables and 54 figures providing in-depth financial information in a variety of areas. For example, the following is an actual page from the 2002 survey showing the FAR overhead rate for the A/E industry:


Government (FAR) Overhead Rate

 

Overhead Rate Government Format (FAR)

A/E Firm Description

25th Percentile

Median

Mean

75th Percentile

Overall

144.8%

170.0%

167.8%

194.7%

Staff Size 1 to 10

68.9

150.0

128.4

179.0

Staff Size 11 to 15

126.2

201.9

182.4

229.1

Staff Size 16 to 25

131.2

187.7

169.6

218.6

Staff Size 26 to 50

140.6

173.8

170.0

196.9

Staff Size 51 to 100

139.9

166.6

170.5

195.4

Staff Size 101 to 200

153.0

171.7

168.3

192.3

Staff Size 201 to 350

135.6

172.5

172.7

200.6

Staff Size 351 to 500

141.6

189.8

177.8

202.0

Staff Size over 500

148.2

158.2

162.5

180.3

Architectural

116.2

164.2

155.7

194.4

Interior Design

146.6

190.2

183.5

219.3

Engineering (Prime)

152.3

171.3

166.4

187.4

Engineering (Subconsultant)

149.5

191.5

192.0

219.7

Engineering (Survey)

149.1

167.5

170.0

195.8

A/E

147.0

165.0

168.6

180.7

A/E/P/I

130.5

158.9

157.7

184.3

All U.S.

150.0

164.4

168.3

187.9

Northeast

133.4

172.1

163.1

185.2

South

147.1

167.2

166.4

193.9

Midwest

143.6

171.6

167.6

190.6

Southwest

148.5

166.2

157.4

190.9

Mountain

139.2

192.2

178.8

201.6

West

151.5

184.8

175.4

201.7

Canada

102.8

122.8

129.4

148.0

International

141.0

181.8

193.7

254.5

Private

135.9

173.0

167.2

199.9

Government

148.2

165.0

166.9

182.6

Mixed

141.6

169.0

169.3

189.5

Transportation

142.2

154.2

156.0

158.8

Government (Buildings)

128.0

150.3

163.6

211.9

Environmental

166.9

179.7

179.9

188.5

Industrial

81.3

134.3

133.2

177.2

Commercial (Users)

107.3

170.6

159.8

211.8

Commercial (Developers)

121.3

162.8

153.1

188.9

Housing

154.4

198.5

177.4

211.6

No Specialty

151.7

175.5

175.0

194.3




2. Project/Contract Name: A/E Industry Annual Fees & Pricing Survey

 

Since 1984, PSMJ has produced the most comprehensive survey of fees and pricing data in the Architect/Engineer (A/E) industry. This survey includes fee and scope information for over 40 major project types including:

         Hospitals (new construction, renovations and expansions)

         Medical offices

         Office buildings (high rise, medium rise, and low rise)

         Shopping centers (enclosed malls and strip centers)

         Warehouse/distribution facilities

         Process plants and heavy industrial facilities

         Theaters and auditoriums

         State, local, and federal government buildings

         Museums and galleries

         Correctional facilities

         Schools (K-12 and higher education)

         Water and wastewater treatment and conveyance systems

         Hazardous waste remediation

         Housing (military, single family and multi-family)

         Roads and bridges (new construction and reconstruction)

         And many more

 

The following is an actual example of the detailed cost breakdowns contained in these surveys:

Courthouses
Fee as Percentage of Discipline Construction Cost


Discipline/Service

25th
Percentile


Mean

75th
Percentile

Architectural

6%

8%

9%

Structural

2

3

4

Civil/Site

4

5

6

Electrical

3

4

8

Mechanical

3

5

7

Interior Design

3

4

5

Normal Design

7

8

9

Construction Management

3

4

4

Complete Project Services

9

11

12

 

The survey also provides data on A/E firm pricing practices, including billing rates by staff level and contract clauses used. Another section looks at computer billing practices for the profession. The frequency of bidding/price competition is also a focus of this survey.

 

Because of the comprehensive data contained in these surveys, they are used both by A/E firms and government agencies to establish reasonable fee levels for actual projects.

 

 


3. Project/Contract Name: A/E Industry Annual Management Compensation Survey


Since 1983, PSMJ has produced the most comprehensive survey of management compensation in the Architect/Engineer (A/E) industry. The survey covers 17 different management positions from CEO to Junior Project Manager. For each position, data is also provided on fringe benefits, salary increase over last year, bonuses, retirement contribution, and paid days off. The following are examples of the data presented for each position:

 

Director of Human Resources: Compensation

 


Salary


Bonus

Total Direct
Compensation

A/E Firm Description

Median

Mean

Median

Mean

Median

Mean

Overall

$ 62,526

$ 73,071

$ 5,000

$12,120

$ 70,000

$ 84,068

Staff Size 1 to 20

NR

NR

NR

NR

NR

NR

Staff Size 21 to 50

45,750

45,750

1,950

1,950

47,700

47,700

Staff Size 51 to 100

46,506

49,494

1,605

3,013

49,068

52,507

Staff Size 101 to 200

58,835

58,352

4,000

5,795

59,250

63,256

Staff Size 201 to 350

61,000

76,655

7,009

8,618

70,000

84,316

Staff Size 351 to 500

91,000

85,151

5,300

11,573

100,056

96,724

Staff Size over 500

115,000

106,627

15,000

33,024

124,990

134,570

Architectural

53,500

57,429

3,255

4,250

61,500

61,071

Architectural/Interiors

65,000

80,000

5,000

8,000

70,000

88,000

Engineering (Prime)

60,667

72,257

5,153

15,534

67,046

87,791

Engineering (Subconsultant)

116,000

116,000

30,565

30,565

131,283

131,283

A/E

64,474

67,334

1,200

6,512

72,026

72,760

A/E/P/I

86,104

87,053

12,000

16,723

101,541

101,685

Northeast

60,320

70,968

4,000

5,228

64,999

75,499

South

92,400

99,128

18,361

38,333

103,000

133,201

Midwest

57,071

64,519

5,000

6,623

65,830

70,774

Southwest

44,500

44,500

600

600

44,800

44,800

Mountain

91,000

83,663

15,000

10,500

107,000

94,163

West

50,000

52,900

7,000

6,933

57,000

59,833

Canada

89,500

89,500

17,783

17,783

107,283

107,283

Private

63,534

73,747

6,018

9,031

70,000

81,136

Government

78,105

79,772

5,507

12,257

86,355

92,029

Mixed

57,669

67,031

5,000

15,278

62,703

81,460

 

Billing Rates per Hour

Position

25th Percentile

Median

Mean

75th Percentile

Chairman of the Board

$135

$150

$167

$190

Chief Executive Officer

120

140

150

175

Executive Vice President

120

135

147

168

Senior Vice President

109

150

151

190

Other Principals

113

125

136

150

Director of Operations

108

149

149

174

Director of Quality Control

115

130

152

185

Director of Computer Operations

65

85

99

125

Branch Office Manager

95

120

130

152

Department Head

95

120

121

141

Senior Project Manager

93

110

112

125

Junior Project Manager

75

90

96

115

 

 

 


SIN 874-4: TRAINING SERVICES


1. Course Name: Project Managers Bootcamp for Public Works Agencies

 

This 2-day course is for project managers and senior managers in public sector organizations that manage capital projects. The topics in this course include:

  1. What is a Project Manager?
  2. Selecting the Right Designer & Contractor
  3. Negotiating Favorable Contracts
  4. Planning the Project
  5. Project Scheduling
  6. Project Financial Plan
  7. Leading the Project Team
  8. Dealing with Elected Officials and the Public
  9. Getting the Quality You Expect
  10. Time Management
  11. Keeping Track of Progress
  12. Getting out of Trouble
  13. Closing out the Job
  14. Warrantees and Other Post-closure Issues

 

This course combines lecture, case study workshops and role-play exercises to assure that the attendees learn and retain critical information. For this course, we encourage customers to invite their A/E firms and constructors to send representatives as well. This allows us to include partnering workshops that teach participants how to maximize the use of all team members on capital projects. For example, one such exercise includes the following:

  1. Divide the class into 6- to 8-person teams consisting of public sector officials, A/E firm representatives and construction firm representatives on each team
  2. Provide each team with a real scope of work taken from an actual capital project
  3. Each team prepares a Work Breakdown Structure
  4. Each team then divides into two sub-teams, one with public sector officials; the other with representatives of the private-sector firms
  5. Each sub-team prepares an estimate of the staff hours required to perform each element of the Work Breakdown Structure
  6. The results are tallied and the two sub-teams with the most disparate estimates conduct a mock negotiation

 

This exercise not only develops skills in preparing Work Breakdown Structures and level-of-effort estimates, it also drives home the concept that the scope must be well defined if a reasonable cost estimate is to be achieved.

 

Comments received on this course include the following:

 

The instructor s knowledge and delivery were outstanding. Donald R. Mailloux, Deputy Director, Commonwealth of Massachusetts Capital Projects Division

 

This training has proven to be invaluable as we undertake strategic changes in the way services are provided to our customers. Project managers now have the skills to implement and develop this project delivery system. Col. Richard Conte, Director of Public Works, Ft. Lewis, WA

 


2. Course Name: Project Managers Bootcamp II

 

This course is intended as a follow-up to Project Managers Bootcamp for Public Works Agencies. The PM Bootcamp II consists of relatively little lecture; instead, it focuses on hands-on applications of the principles learned in the prerequisite courses. The training objectives are to:

  • Help project managers prepare individualized PM Action Plans
  • Institutionalize lessons learned in the basis PM courses
  • Establish an ongoing program for continuous improvement of the organization s project performance

 

The course outline is based on the information that senior management needs to know about all its major capital projects, whether they are being performed in-house or with outside engineer, architect or builder, such as the following:

  • Is the job set up properly in the accounting system?
  • Has a PM Plan been prepared and distributed to the team?
  • Are there pending change orders that need to be formalized?
  • Are payments current?
  • Is the job running over or under budget? What corrective actions are being taken?
  • Is the project on schedule? What corrective actions are being taken?
  • Are our organization s quality assurance requirements being followed?
  • Are our customers happy?

 

 

As part of this course, PSMJ provides each selected participant with templates (in Microsoft Office format) for developing their Project Management Plans, performing Earned Value Analysis and reporting to senior management. Each participating PM then develops a Project Management Plan for at least one project, statuses the earned value of the project, and makes a formal presentation to senior management. During this time, PSMJ s consultant will be available via telephone and e-mail to answer any questions from the PMs about the use of these templates or how to set up their project management plans.

 

PSMJ s instructor coaches each PM one-on-one so that they fully understand the process and are prepared to make a first-rate presentation on the status of their project(s). Upon completion of the coaching sessions, each PM makes a presentation using the tools previously provided by PSMJ. At the conclusion of each presentation, each senior manager, along with PSMJ s consultant, asks questions and makes suggestions relating to the status of each project and, if necessary, what steps need to be taken to assure that it will be completed successfully and within budget. A list of action items is then prepared for each project, which will be followed up during the next scheduled review.

 

Since beginning this program, our clients have found the benefits of this field training approach are as follows:

1.        PM s bring the project status information to the senior managers on a regular basis rather than the senior managers having to ask for the information in an ad-hoc fashion.

2.        The format of the information exchange is consistent, thereby allowing the senior managers to quickly grasp key points without having to peel away PM differences in presentation.

3.        This field training serves as the beginning of an ongoing project review process that serves as an early warning system for jobs that are starting to get into trouble.

4.        Because they have to formally present the results, the participants have to really understand the concepts.

5.        Because the entire field training is directly related to improving the performance of ongoing projects, the participants can legitimately charge their time to the projects, rather than to an overhead account.

 

 


SIN 874-5: SUPPORT PRODUCTS

*Support products are those items used in support of services offered in SINs 1 through 4, 6, 7, 8 and 99. They could include:

         workbooks

         audio cassette tapes

         cd-roms

         training manuals (additional copies)

         videotapes

         advanced presentation media

         slides

         overhead transparencies

         assessment/survey instruments

         state-of-the-art computer based training

         interactive training services

         satellite or internet broadcast media

All products to be shipped FOB Destination.

 

 

1. Product Name: IBSM Template. This template helps project managers establish project budgets and perform earned value analysis. It also develops graphs for forecast expenditures, actual expenditures and earned value and analyzes project budget and schedule trends. It is written in Microsoft Excel in order to facilitate the learning time for users. This template is available in both 12-month and 24-month versions.

 

 

2. Product Name: Strategic Planning Manual. This 200-page manual provides background information on strategic planning for attendees who participate in strategic planning retreats. It can also be used as a stand-alone manual to assist facilitators of strategic planning retreats. The manual includes dozens of forms, checklists, and other tools to help facilitators and participants of strategic planning retreats.

3. The Ultimate Project Managers Manual. This 800-page manual compiles 30 years of wisdom gathered by PSMJ on the subject of project management. It also contains hundreds of forms, checklists, templates and other tools to help project managers do their job more effectively and efficiently.

 

 

4. Product Name: PM Tactics Newsletter. This 12-page monthly newsletter is written for project managers who have completed PSMJ s project management training courses. Every month, the newsletter provides useful information to project managers on how to keep customers happy, meet financial objectives and otherwise complete their projects satisfactorily.

 


5. Product Name: Financial Statistics Survey.
This annual survey of the A/E industry includes over 200 tables and figures for key financial performance indicators. This survey is used to benchmark public sector engineering/design organizations against similar private sector organizations to identify opportunities for improved efficiency.


6. Product Name: Fees & Pricing Survey. This annual survey of the A/E industry includes detailed information about pricing on over 50 different project types. It also contains information about typical billing rates and charging practices in the A/E industry. It is used to prepare preliminary capital budgets and to evaluate the reasonableness of pricing when negotiating A/E contracts.


Pricing Schedule I

 

MOBIS SIN Numbers:

         874-1: Consulting Services

         874-3: Survey Services

 


Labor

Category



Certification



Education


Experience
Requirements

Commercial
Labor Rates

Government Discount
Offered

Price Offered to the Government (Loaded)*

On Site

Off Site

On Site

Off Site

Principal Consultant I

Highest possible registration as an engineer or architect

Bachelors degree in engineering, architecture or similar field plus MBA

25+ years experience in architectural, engineering or related firms. Worldwide reputation for management of A/E/C organizations.

$5,000/day

$500/hr

20%

$3,990/day

$399/hr

Principal Consultant II

Registered or licensed as an engineer, architect or similar field

Masters degree in management, engineering, architecture or similar field

25+ years experience in architectural, engineering or related firms. Must include 10+ years of management in a major A/E organization at the senior manager level.

$4,000/day

$400/hr

5%

$3,790/day

$379/hr

Senior Consultant

Registered or licensed as an engineer, architect or similar field

Masters degree in management, engineering, architecture or similar field

20+ years experience in architectural, engineering or related firms. Experience must include a minimum of 10 years of management at or above the project manager level.

$3,500/day

$350/hr

5%

$3,317/day

$331/hr

Consultant

 

Bachelors degree in management, engineering, architecture or similar field

10+ years experience in architectural, engineering or related firms. Experience must include a minimum of 5 years of management at or above the project manager level.

$3,000/day

$300/hr

5%

$2,843/day

$284/hr

Associate Consultant

 

Bachelors degree in management, engineering, architecture or similar field

2+ years experience in architectural, engineering or related firms. An MBA degree may substitute for this experience.

$2,500/day

$250/hr

5%

$2,369/day

$237/hr

Senior Specialist

 

 

10+ years experience in the architecture/engineering industry.

$2,000/day

$200/hr

5%

$1,796/day

$180/hr

Specialist

 

 

 

$1,000/day

$100/hr

20%

$798/day

$80/hour

* On site rates refer to assignments performed at the client s facility and include travel time from PSMJ s offices. Where possible, assignments will be scoped in sufficient detail to arrive at a negotiated lump sum price based on these rates.


Pricing Schedule II
MOBIS SIN Number 874-2: Facilitation Services

Item

Minimum
Quantity

Government Price Offered

Commercial Price List Rate

Government Percentage Discount Offered

- day Quality Workshops

2 per day

$4,090

$5,000

18%

 

1-day Quality Workshops

1

$6,085

$7,000

12%

 

1-day Partnering Meetings

1

$6,085

$7,000

12%

 

Prices include:

         preparation time,

         travel time and expenses,

         follow-up report.

 

Pricing Schedule III
MOBIS SIN Number 874-4: Training Services

Titles of Courses:

         Project Managers Bootcamp for Public Works Agencies

         PM Bootcamp II

Length of Course: 2 days

Total Price Per Participant: $795

Minimum Number of Participants: 20

Commercial Price: $995 per participant

Maximum Number of Participants: 50

Government Discount from Commercial Price: $200 per participant (20%)

Description of Class: Lecture, case studies and role-play on how to manage engineering and architectural projects. Price includes 200-page workbook and other class materials, rental of classroom facilities, food and beverages for participants, time and travel expenses for instructor.

Quantity Discounts: Additional $200 discount per attendee for all attendees greater than 20 per class.


Pricing Schedule IV
MOBIS SIN Number 874-5: Support Products

Item

 

Quantity

Government Price Offered

Commercial Price List Rate

Government Percentage Discount Offered

Additional Volume Discounts

2-10
Units

11-20 Units

21-30 Units

31-40 Units

41+ Units

IBSM Template
(12-month and 24-month versions)

1

$225

$250

10%

10%

20%

30%

40%

50%

Strategic Planning Manual
(First Edition)

1

$222

$247

10%

7%

8%

10%

12%

15%

The Ultimate Project Managers Manual

1

$355

$395

10%

7%

8%

10%

12%

15%

PM Tactics Newsletter
(Paper Version)

1

$240

$267

10%

10%

10%

10%

10%

10%

PM Tactics Newsletter
(Electronic Version)

1

$270

$300

10%

10%

20%

30%

40%

50%

Financial Statistics Survey
(2002 Edition)

1

$314

$349

10%

7%

8%

10%

12%

15%

Fees & Pricing Survey
(2002 Edition)

1

$314

$349

10%

7%

8%

10%

12%

15%

.