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A/E DR Group
   When Time & Money Matter


                1
2




Today’s Speaker




            Gary M. Prather, P.E., MS, MBA
                      President
    Architects/Engineers Dispute Resolution Group
3




Why do adults ask children what
 they want to be when they grow-
 up?
4




 We’re
looking
   For
 ideas!
5




Learning Objectives

 Attendees should be able to:
 •   Define quality

 •   Explain why quality efforts fail
 •   Describe the key elements of a
     sound quality program
 •   Implement a quality program
6




       Agenda


       I.     What Is Quality?
       II.    Why Do Quality Efforts Fail?
       III.   How Do I Implement a Quality Program?
       IV.    Key Quality Considerations
       V.     Q&A




PQ-1
7




Polling Question
What firms are represented today?
  a)   Architects
  b)   Consulting engineers
  c)   Contractors/Construction managers
  d)   Others
8




I. What Is Quality?

 • Meeting client requirements

 • Meeting code requirements

 • Meeting team requirements

 • Meeting the standard of care

 • On time, on budget

 • Client perception
I. What Is Quality?



 “When we were finishing
  our house, we found we
  had a little cash left over,
  on   account       of   the
  plumber not knowing it.”
I. What Is Quality?



 “When we were finishing
  our house, we found we
  had a little cash left
  over, on account of the
  plumber not knowing it.”

 Insight into Clients’
 perception of design
 and construction???
11



I.    What Is Quality?


               The Power of Perception
     J.D. Power & Associates, premier automotive pollsters
      found that the attitudes of a dealer’s receptionist,
      cashier and service advisor are the most important
      factors in determining customer satisfaction with the
      dealer and with the automobile itself.
12



I.   What Is Quality?

                The Power of Perception
     In her book Verdict Pending Fredonia French Dot found
      the principle reason for malpractice suits is not doctors
      with lousy skills but patients who have been slighted or
      treated abruptly, who have been hurt. Patients that
      don’t sue are those who have been treated with
      kindness.
13




I.    What Is Quality?


                 The Power of Perception

                “Director of First Impressions”

     Sign at the reception desk of an ENR Top 50 Contractor
I.   What Is Quality
     Key Points
      Score Card
                     Subject         Grade

      Meeting client requirements     ?

      Meeting code requirements       ?

      Meeting team requirements       ?

      Meeting the standard of care    ?

      On time, on budget              ?

      Client Perception               ?
15




       Agenda

       I.     What Is Quality?
       II.    Why Do Quality Efforts Fail?
       III.   How Do I Implement a Quality Program?
       IV.    Key Quality Considerations
       V.     Q&A




PQ-1
16




Polling Question
How would you rate your firm’s quality
efforts?
  a. Poor
  b. Average
  c. Above average
  d. Really good
17




                  Construction

• Never enough time and money

• Always an abundance of reasons why there is never
  enough time and money
18




    II. Why Do Quality Efforts Fail?
•    No buy in
•    No money
•    No time
•    No execution
19




       II. Why Do Quality Efforts Fail?
          No Buy In

   •   Principals
   •   Project managers
   •   Staff
   •   Team members




PQ-3
20




       II. Why Do Quality Efforts Fail?
          No Buy In


   Case Files

              Following Management’s Lead




PQ-3
21




       II. Why Do Quality Efforts Fail?
          No Buy In

   Case Files
   •   Pressure to submit documents for State review
   •   Time trumped design quality
   •   Never enough time to do It right
   •   Never, ever enough time to do It over




PQ-3
22




Polling Question
Do you budget for quality activities on a
project-specific basis?
  a) Yes
  b) No
  c) Quality is a home office overhead
     expense
  d) Don’t know
23




    II. Why Do Quality Efforts Fail?
       No Money

•   Project reviews/meetings
•   Coordination reviews
•   Code reviews
•   Final check sets
No Money
                                                                        Total
                                    Cost to   Percent    Cost to       Projected
      Final Design     Budget         Date     Compl      Compl          Cost
Front End Documents   $ 5,000   $        -       0.0%   $ 5,000    $    5,000
Civil Engineering
- Plan Views          $17,000   $        -       0.0%   $17,000    $ 17,000
- Elevations          $12,000   $        -       0.0%   $12,000    $ 12,000
- Sections            $ 6,000   $        -       0.0%   $ 6,000    $    6,000
- Details             $ 5,000   $        -       0.0%   $ 5,000    $    5,000
Technical
Specifications        $ 6,000   $        -       0.0%   $ 6,000    $    6,000
Structural            $ 5,000   $        -       0.0%   $ 5,000    $    5,000
Mech/Elect/Plmg       $ 6,000   $        -       0.0%   $ 6,000    $    6,000
Site Civil            $ 3,000   $        -       0.0%   $ 3,000    $    3,000
Totals                $65,000   $        -       0.0%   $65,000    $ 65,000
25




No Money
                                                 Percent       Cost to   Total Projected
   Final Design    Budget    Cost to Date         Compl         Compl           Cost

- Plan Views       $17,000   $   8,500             50.0%   $    8,500    $ 17,000

- Elevations       $12,000   $   6,000             50.0%   $    6,000    $ 12,000


- Sections         $ 6,000   $   2,000             33.3%   $    4,000    $   6,000



                  Spread Sheet Fantasy
               Dollars spent equal design completed?
                      50% Budget = 50% Design?
No Money              What’s Missing?
                                                                        Total
                                    Cost to   Percent    Cost to       Projected
      Final Design     Budget         Date     Compl      Compl          Cost
Front End Documents   $ 5,000   $        -       0.0%   $ 5,000    $    5,000
Civil Engineering
- Plan Views          $17,000   $        -       0.0%   $17,000    $ 17,000
- Elevations          $12,000   $        -       0.0%   $12,000    $ 12,000
- Sections            $ 6,000   $        -       0.0%   $ 6,000    $    6,000
- Details             $ 5,000   $        -       0.0%   $ 5,000    $    5,000
Technical
Specifications        $ 6,000   $        -       0.0%   $ 6,000    $    6,000
Structural            $ 5,000   $        -       0.0%   $ 5,000    $    5,000
Mech/Elect/Plmg       $ 6,000   $        -       0.0%   $ 6,000    $    6,000
Site Civil            $ 3,000   $        -       0.0%   $ 3,000    $    3,000
Totals                $65,000   $        -       0.0%   $65,000    $ 65,000
No Money
                       Cost to   Percent   Cost to     Projected
   Final Design         Date     Compl     Compl         Cost      Budget          Variance
Front End
Documents              $     -      0.0%   $   5,000   $   5,000   $   5,000   $        -
Civil Engineering
- Plan Views($2,000)   $     -      0.0%   $ 15,000    $ 15,000    $ 15,000    $        -
- Elevations($2,000)
                       $     -      0.0%   $ 10,000    $ 10,000    $ 10,000    $        -
- Sections             $     -      0.0%   $   6,000   $   6,000   $   6,000   $        -
- Details              $     -      0.0%   $   5,000   $   5,000   $   5,000   $        -
Technical
Specifications         $     -      0.0%   $   6,000   $   6,000   $   6,000   $        -
- Interdisciplinary
Coordination           $     -      0.0%   $   4,000   $   4,000   $   4,000   $        -
Structural             $     -      0.0%   $   5,000   $   5,000   $   5,000   $        -
Mech/Elect/Plmg        $     -      0.0%   $   6,000   $   6,000   $   6,000   $        -
Site Civil             $     -      0.0%   $   3,000   $   3,000   $   3,000   $        -

                       $     -             $ 65,000    $ 65,000    $ 65,000    $        -
No Money
                       Cost to      Percent   Cost to     Projected
    Final Design        Date        Compl     Compl         Cost      Budget      Variance
Front End
Documents             $ 4,000         75.0%   $   1,250   $   5,250   $   5,000   $   (250)
Civil Engineering
- Plan Views          $ 7,500         40.0%   $   9,000   $ 16,500    $ 15,000    $ (1,500)
- Elevations          $ 6,000         60.0%   $   4,000   $ 10,000    $ 10,000    $       -
- Sections            $ 2,000         40.0%   $   3,600   $   5,600   $   6,000   $    400
- Details             $ 1,000         20.0%   $   4,000   $   5,000   $   5,000   $       -
Technical
Specifications        $ 3,000         40.0%   $   3,600   $   6,600   $   6,000   $   (600)
- Interdisciplinary
Coordination          $         -      0.0%   $   4,000   $   4,000   $   4,000   $       -
Structural            $ 4,000         30.0%   $   3,500   $   7,500   $   5,000   $ (2,500)
Mech/Elect/Plmg       $ 3,000         40.0%   $   3,600   $   6,600   $   6,000   $   (600)
Site Civil            $ 1,500         50.0%   $   1,500   $   3,000   $   3,000   $       -

                      $32,000                 $ 38,050    $ 70,050    $ 65,000    $ (5,050)
No Money
                Cost to     Percent   Cost to     Projected
Final Design      Date       Compl     Compl          Cost    Budget          Variance

- Plan Views   $ 7,500        40.0%   $   9,000   $ 16,500    $ 15,000    $ (1,500)

- Elevations   $ 6,000        60.0%   $   4,000   $ 10,000    $ 10,000    $        -

- Sections     $ 2,000        40.0%   $   3,600   $   5,600   $   6,000   $     400

- Details      $ 1,000        20.0%   $   4,000   $   5,000   $   5,000   $        -




                            Management Decisions
                          Not Spreadsheet Calculations
No Money
                      Cost to       Percent       Cost to
    Final Design       Date         Compl         Compl         Final Cost     Budget      Variance
Front End
Documents             $ 5,000       100.0%    $             -   $   5,000      $   5,000   $       -
Civil Engineering
- Plan Views          $18,000       100.0%    $             -   $ 18,000       $ 15,000    $ (3,000)
- Elevations          $11,000       100.0%    $             -   $ 11,000       $ 10,000    $ (1,000)
- Sections            $ 5,500       100.0%    $             -   $   5,500      $   6,000   $    500
- Details             $ 2,500        100.0%   $             -   $   2,500      $   5,000   $ 2,500
Technical
Specifications        $ 7,500       100.0%    $             -   $   7,500      $   6,000   $ (1,500)
- Interdisciplinary
Coordination          $         -    100.0%   $             -   $          -   $   4,000   $ 4,000
Structural            $ 5,500       100.0%    $             -   $   5,500      $   5,000   $   (500)
Mech/Elect/Plmg       $ 7,000       100.0%    $             -   $   7,000      $   6,000   $ (1,000)
Site Civil            $ 2,500       100.0%    $             -   $   2,500      $   3,000   $    500

Totals                $64,500                 $             -   $ 64,500       $ 65,000    $    500
31




Polling Question
Do your design schedules include time for
quality-related activities?
  a. Yes
  b. No
No Time




 Design    Review     Design    Review     Design    Bid
             &                    &                  &
          Approvals            Approvals            Award
No Time



Design    Review     Design      Review    Design    Bid
            &                      &                 &
         Approvals              Approval            Award
                                   s




                              QA/QC TIME
No Time
                                              Permits

Design    Review     Design      Review    Design        Bid
            &                      &                     &
         Approvals              Approval                Award
                                   s




                              QA/QC TIME
35




Polling Question
How often do you bid a project before the
code review/building permit process is
complete?
  a. Never
  b. On less than 25% of projects
  c. More than 25% but less than 50% of projects
  d. Greater than 50% of projects
  e. Almost always
No Time

  Design                           Project Red Line
Detailed QA/QC

           Permits

                     Bid & Award

                                   Construction
No Time
          Design               Project Red Line
No Time for QA/QC

       Permits

   Bid & Award

                        Construction


From
                         To
Quality Control
                    Damage Control
38




    No Time

       Quality Control Becomes Damage Control
•   Excessive addenda
•   Costly code-related change orders
•   A flood of Requests for Information
•   Project delays
•   Budget overruns
39




       II. Why Do Quality Efforts Fail?
          No Money & No Time


  Case Files

                       Stop & Go




PQ-3
40




    II. Why Do Quality Efforts Fail?
       No Money & Time
Case Files
•   Project bid without building permit in place
•   Project delay
•   Differing site condition discovered
•   Project delay
•   No superstructure permit
•   Project delay
•   Costly change order
41




II. Why Do Quality Efforts Fail?
    No Execution


No Buy In + No Money + No Time = No Execution
42




II. Why Do Quality Efforts Fail?
    No Execution



       No Execution = Poor Quality
43




II. Why Do Quality Efforts Fail?
   No Execution


 “Do not put off until
  tomorrow what can be
  put off till day-after-
  tomorrow just as well.”
44




 II. Why Do Quality Efforts Fail?
     No Execution
“Strategies most often fail because
they aren’t executed well. Things
that are supposed to happen don’t
happen. Either the organizations
aren’t capable of making them
happen, or the leaders of the
business misjudge the challenges
their companies face in the business
environment or both.”
Execution
Larry Bossidy and Ram Charan
Copyright 2002
Crown Business, New York, New York
45




       II. Why Do Quality Efforts Fail?
          No Execution


  Case Files

          The Road is Paved with Good Intentions




PQ-3
46




 II. Why Do Quality Efforts Fail?
     No Execution

Case Files
• Firm drafts quality manual
• Quality program is met with enthusiasm
• Over time interest following quality program
  wanes
• Firm is sued for professional negligence
• Opposing legal counsel requests copy of
  quality manual during discovery
• Firm realizes there is little documentation
  verifying compliance with quality manual
47




    II. Why Do Quality Efforts Fail?
       Key Points

•   Commitment
•   Money
•   Time
•   Management execution
48




       Agenda


       I.     What Is Quality?
       II.    Why Do Quality Efforts Fail?
       III.   How Do I Implement a Quality Program?
       IV.    Key Quality Considerations
       V.     Q&A




PQ-1
49




Polling Question
Do you have a documented quality
program?
  a. Yes
  b. No
  c. Don’t know
50




III. How Do I Implement a Quality Program?
     Key Quality Criteria

•   Organization
•   Quality program
•   Design control
•   Procurement
•   Quality-related activities
•   Document control
•   Corrective action
•   Quality assurance Records
•   Audits
III. How Do I Implement a Quality Program?

 Organization
 • Freedom to identify quality problems
III. How Do I Implement a Quality Program?

 Organization
 • Freedom to identify quality problems

 • Freedom to recommend and initiate solutions to
   quality problems
III. How Do I Implement a Quality Program?

 Organization
 • Freedom to identify quality problems

 • Freedom to recommend and initiate
   solutions to quality problems

 • Freedom to verify implementation of
   quality requirements
III. How Do I Implement a Quality Program?

Organization
• Freedom to identify quality
  problems

• Freedom to recommend and
  initiate solutions to quality problems

• Freedom to verify implementation
  of quality requirements

• Sufficient independence from the
  pressures of production
55




III. How Do I Implement a Quality Program?


•   Organization
•   Quality program
•   Design control
•   Procurement
•   Quality-related activities
•   Document control
•   Corrective action
•   Quality assurance records
•   Audits
III. How Do I Implement a Quality Program?



Quality Program
   • The Quality Program shall consist of written
     procedures and instructions describing the QA
     Program.
III. How Do I Implement a Quality Program?



Quality Program
   • The Quality Program shall consist of written
     procedures and instructions describing the QA
     Program.

   • The Quality Program shall include provisions for the
     training of personnel.
III. How Do I Implement a Quality Program?


Quality Program
   • The Quality Program shall consist of written
     procedures and instructions describing the QA
     Program.

   • The Quality Program shall include provisions for the
     training of personnel.

   • Provisions shall be made for management’s review
     and audit of the Quality Program.
59




III. How Do I Implement a Quality Program?
     Key Quality Criteria

•   Organization
•   Quality program
•   Design control
•   Procurement
•   Quality-related activities
•   Document control
•   Corrective action
•   Quality assurance records
•   Audits
III. How Do I Implement a Quality Program?

 Design Control
  • The Quality Program shall assure that the applicable
    design control systems are established and
    implemented.
III. How Do I Implement a Quality Program?

 Design Control
  • The Quality Program shall assure that the applicable
    design control systems are established and
    implemented.

  • The design control system shall assure that code
    requirements and design bases are correctly
    translated into specifications, drawings and other
    contract documents.
III. How Do I Implement a Quality Program?

Design Control
 • The design control system shall assure the adequate
   review and selection of materials, parts and equipment.
III. How Do I Implement a Quality Program?

  Case Files
  An Open Window to Problems
III. How Do I Implement a Quality Program?


Case Files
• 16 story condo
• Developer wanted operable windows
• Composite steel framing with wood
  casement windows
• Mixing materials a bad thing
• Redesign to a single-source curtain wall
  manufacturer
III. How Do I Implement a Quality Program?


Design Control
  • The design control system shall assure the adequate
    review and selection of materials, parts and equipment.

  • The design control system shall address material
    compatibility, accessibility for maintenance, and in
    service inspection and repair.
III. How Do I Implement a Quality Program?

 Design Control
   • The design control system shall assure the adequate
     review and selection of materials, parts and equipment.

   • The design control system shall address material
     compatibility, accessibility for maintenance, and in
     service inspection and repair.

   • The design control system shall address the control of
     design coordination among participating design
     organizations.
67




Polling Question
How would you rate your firm’s design
coordination efforts?
  a. Poor
  b. Average
  c. Above average
  d. Really good
  e. Don’t know
III. How Do Implement a Quality Program

       Coordinate, Coordinate, Coordinate




       “It’s clear to project management that
       90% of design fee and construction
       change order/cost overruns stem
       directly from incomplete and untimely
       electrical coordination information.”
III. How Do I Implement a Quality Program?



  Case Files

       Is There a Coordinator in the Hospital?
III. How Do I Implement a Quality Program?



  Case Files
  •   Large medical center renovation
  •   Poorly coordinated design documents
  •   Claim brought by mechanical contractor
  •   Settlement in excess of $300,000
Roof Collapse
                                       71



               Installed ductwork through I-beams




Courtesy of Rimkus Consulting, Houston Texas
III. How Do I Implement a Quality Program?

Design Control
  • The design control system shall provide that all design
    changes are subject to the same design control used in
    the original design.
III. How Do I Implement a Quality Program?



 Design Control
  • The design control system shall provide that all design
    changes are subject to the same design control used in
    the original design.

  • The design control system shall provide for an
    independent verification of design adequacy.
III. How Do I Implement a Quality Program?

Design Control
 • The design control system shall provide that all design
   changes are subject to the same design control used
   in the original design.

 • The design control system shall provide for an
   independent verification of design adequacy.

 • The contract requirements shall require that sub-
   consultants develop and implement the necessary
   design control systems.
75




III. How Do I Implement a Quality Program?


•   Organization
•   Quality Program
•   Design Control
•   Procurement
•   Quality-related activities
•   Document control
•   Corrective action
•   Quality assurance records
•   Audits
III. How Do I Implement a Quality Program?

Procurement
The Quality Program shall insure that procurement
documents include:
       The applicable quality requirements
       The applicable code requirements
       Provisions for retaining quality documents
       The right to audit
III. How Do I Implement a Quality Program?



 Case Files

               Trust, But Verify
III. How Do I Implement a Quality Program?



Case Files
•   Structural design incomplete
•   School district had tight schedule
•   Costly changes
•   Project delays
III. How Do I Implement a Quality Program?

Procurement
• The Quality Program shall insure that procurement
  documents include:
       The applicable quality requirements
       The applicable code requirements
       Provisions for retaining quality documents
       The right to audit

  • The Quality Program shall provide for the review and
    approval of procurement documents and changes
    thereto.
80




III. How Do I Implement a Quality Program?
     Key Quality Criteria

•   Organization
•   Quality program
•   Design control
•   Procurement
•   Quality-related activities
•   Document control
•   Corrective action
•   Quality assurance records
•   Audits
III. How Do I Implement a Quality Program?

  Quality-Related Activities
  • The Quality Program shall assure that activities
    affecting quality such as procurement, construction,
    testing, and inspection are described by documents,
    instructions, procedures, or drawings.
III. How Do I Implement a Quality Program?

  Quality-Related Activities
    • The Quality Program shall assure that activities
      affecting quality such as procurement, construction,
      testing, and inspection are described by
      documents, instructions, procedures, or drawings.

    • The documents, instructions, procedures, and
      drawings shall include appropriate quantitative and
      qualitative provisions for ascertaining that the
      activities are accomplished in accordance with the
      requirements.
How Do I Implement a Quality Program?


Quality-Related Activities

•   Contract
•   Project management       •   Construction administration
•   Calculations             •   Change orders
•   Project meetings         •   Construction phase
•   Team communications      •   Budget and schedule
•   Coordination             •   Communications
•   Design verification      •   Information & decisions
III. How Do I Implement a Quality Program?

  Quality-Related Activities

    Clearly Defined Accountabilities

    Not this:
        “All design calculations shall be reviewed.”

    But this:
        “The Project Executive shall review all design
        calculations.”
III. How Do I Implement a Quality Program?



  Quality-Related Activities

   Focus on Activities Relating to Information and Decisions
86



III. How Do I Implement a Quality Program?


            Information and decisions
  Information and decisions drive the design-
   construction process. Making timely decisions and
   distributing Information in ‘real time’ is critical to
   managing design quality.
III. How Do I Implement a Quality Program?

                               Skill



              Place                              Desire




                              Design
                              Process              Information
       Materials                                       and
                                                    Decisions




                      Tools             Energy
III. How Do I Implement a Quality Program?




Case Files

  Fast Track Needs Fast Information & Decisions
III. How Do I Implement a Quality Program?


 Case Files
 • Fast track river boat casino project
 • Phased design and construction
 • Need for fast exchange of information and
   decisions
 • General contractor contributed funds for
   on-site design staff
90




III. How Do I Implement a Quality Program?
     Key Quality Criteria

•   Organization
•   Quality program
•   Design control
•   Procurement
•   Quality-related activities
•   Document control
•   Corrective action
•   Quality assurance records
•   Audits
III. How Do I Implement a Quality Program?


  Document Control
    • The Quality Program shall have a control system
      for those documents affecting quality.
III. How Do I Implement a Quality Program?

  Document Control
  • The Quality Program shall have a control system for
    those documents affecting quality.

  • The document control system shall assure:
     Documents are reviewed for adequacy
     Means exist to assure that obsolete or superseded documents
      are replaced in a timely manner by updated revisions
     Document changes are reviewed and approved by the same
      organizations that performed the original review and approval
III. How Do I Implement a Quality Program?


Case Files

             Filling in the Blanks
94



III. How Do I Implement a Quality Program?
  Key Quality Criteria
     Bad
   Document
    Control
95


III. How Do I Implement a Quality Program?
  Key Quality Criteria

           Good
         Document
          Control
96




III. How Do I Implement a Quality Program?
     Key Quality Criteria

•   Organization
•   Quality program
•   Design control
•   Procurement
•   Quality-related activities
•   Document control
•   Corrective action
•   Quality assurance records
•   Audits
III. How Do I Implement a Quality Program?

   Corrective Action
       • The Quality Program shall describe the measures
         which assure that conditions adverse to quality
         are promptly identified and corrected.




PQ-7
III. How Do I Implement a Quality Program?

   Corrective Action
       • The Quality Program shall describe the measures
         which assure that conditions adverse to quality are
         promptly identified and corrected

       • The Quality Program shall provide for the
         determination of the causes of adverse conditions.




PQ-7
III. How Do I Implement a Quality Program?

   Corrective Action
       • The Quality Program shall describe the measures
         which assure that conditions adverse to quality are
         promptly identified and corrected

       • The Quality Program shall provide for the
         determination of the causes of adverse conditions.

       • The Quality Program shall provide for corrective
         action to prevent future occurrences.




PQ-7
III. How Do I Implement a Quality Program?

   Corrective Action
       • The Quality Program shall describe the measures
         which assure that conditions adverse to quality are
         promptly identified and corrected

       • The Quality Program shall provide for the
         determination of the causes of adverse conditions.

       • The Quality Program shall provide for corrective
         action to prevent future occurrences.

       • The Quality Program shall provide for verification
         that the corrective action has been taken.




PQ-7
101




III. How Do I Implement a Quality Program?
     Key Quality Criteria

•   Organization
•   Quality program
•   Design control
•   Procurement
•   Quality-related activities
•   Document control
•   Corrective action
•   Quality assurance records
•   Audits
III. How Do I Implement a Quality Program?

   Quality Assurance Records
       • The Quality Program shall assure that
         records pertaining to quality are
         generated.




PQ-7
III. How Do I Implement a Quality Program?

   Quality Assurance Records
       • The Quality Program shall assure that records
         pertaining to quality are generated.

       • The Quality Program shall assure that quality records
         are maintained and retrievable.




PQ-7
104




III. How Do I Implement a Quality Program?
     Key Quality Criteria


•   Organization
•   Quality program
•   Design control
•   Procurement
•   Quality-related activities
•   Document control
•   Corrective action
•   Quality assurance records
•   Audits
III. How Do I Implement a Quality Program?

   Audits
       • The Quality Program shall provide audits to verify
         compliance with appropriate aspects of the Quality
         Program and to determine the effectiveness of the
         program.




PQ-7
III. How Do I Implement a Quality Program?

   Audits
       • The Quality Program shall provide audits to verify
         compliance with appropriate aspects of the Quality
         Program and to determine the effectiveness of the
         program.

       • External audits shall be performed on those
         organizations affecting quality.




PQ-7
III. How Do I Implement a Quality Program?

   Audits
       • The Quality Program shall provide audits to verify
         compliance with appropriate aspects of the Quality
         Program and to determine the effectiveness of the
         program.

       • External audits shall be performed on those
         organizations affecting quality.

       • Internal audits shall be performed on those functions
         affecting quality.




PQ-7
III. How Do I Implement a Quality Program?
     Key Points

 •   Leadership
 •   Execute
 •   Document
 •   Verify
109




       Agenda

       I.     What Is Quality?
       II.    Why Do Quality Efforts Fail?
       III.   How Do I Implement a Quality Program?
       IV.    Key Quality Considerations
       V.     Q&A




PQ-1
110




IV. Key Quality Considerations



        Involve Project Managers
                    in
          Contract Negotiations
111




IV. Key Quality Considerations


        Conduct Regular Project Views

 •   Budget
 •   Schedule
 •   Quality
 •   Consultant performance
 •   Client issues
 •   Client perception
 •   Invoicing/payment
 •   Action items
112


     IV. Key Quality Considerations

              The Devil is in the Details




PQ 8 Courtesy of Rimkus Consulting, Houston Texas
113


   IV. Key Quality Considerations

                  The Devil is in the Details
                                               Moisture below
                                                 Windows




Courtesy of Rimkus Consulting, Houston Texas
114


  IV. Key Quality Considerations



“The difference between
the almost right word and
the right word is really a
large matter--it's the
difference between the
lightning bug and the
lightning.”
115



IV. Key Quality Considerations


               The Limits of Email

An UCLA Study indicates that up to 93% of
communication effectiveness is determined by
nonverbal cues.
116




IV. Key Quality Considerations


             Construction Estimates
   • Are you a professional estimator?
   • Is developing estimates the best use of your
     staff?
   • Do you have a clue about current construction
     costs?


  If you answered “No” to any of these
 questions, consider available alternatives.
117




IV. Key Quality Considerations

        Contractor Submittal Schedule

  • Require with the first pay application
  • Require update with every pay application
    thereafter
118



IV. Key Quality Considerations



      Contractor’s Submittal Review Process

•   Specify requirements
•   Review for information
•   With first pay application
•   Audit
119



IV. Key Quality Considerations


                       RFI Management

    •   Lead
    •   Educate
    •   Prioritize
    •   Bucket
    •   Take control
120




IV. Key Quality Considerations


                  Pre-Installation Meetings

   •   Critical construction activities
   •   Shop drawings/submittals
   •   Design team
   •   Manufacturers’ representation
   •   Crafts
   •   Document
121




IV. Key Quality Considerations

             Over-Manage O &M Training

 •   Planning & prepare
 •   Go electronic
 •   Require the right people be present
 •   Use Video
 •   Document
122




IV. Key Quality Considerations

               Over-Manage Punch Lists

 •   Hold the contractor accountable
 •   Use objective acceptance criteria
 •   Be thorough, and final
 •   Punch list success can equal project success
 •   How you finish influences client satisfaction
123




IV. Key Quality Considerations

Don’t Forget Warranty-Ending Inspections

•   Develop a calendar
•   Prepare a checklist
•   Invite key players
•   Execute, execute, execute
124




IV. Key Quality Considerations


         Conduct Post Project Mortems

 •   Addenda
 •   Change orders
 •   Financials
 •   Client satisfaction
 •   Client referrals, repeat business
IV.    Key Quality Considerations

                          Use Checklists

  •   Comprehensive
  •   Easy to implement
  •   Document ready
  •   Auditable
IV.       Key Quality Considerations
                                        Use Checklists

 • Used by airplane pilots since 1930s
 • Surgical teams benefit*
       Patient mortality rates cut nearly in half
       Complications reduced by more than a third

      * Source: Hayes, Alex B, et al.
                                    “A Surgical Safety Checklist to Reduce Morbidity and Mortality
      in a Global Population.” New England Journal of Medicine 360 (2009): 491-499.
IV. Quality Considerations

     $ 1
     $ 10
     $ 100




Source: Crosby, Philip B. Quality Without
Tears. New York, NY: McGraw-Hill, 1984.
IV. Key Quality Considerations


     $ 1 Prevent
     $ 10
     $ 100




Source: Crosby, Philip B. Quality Without
Tears. New York, NY: McGraw-Hill, 1984.
IV. Key Quality Considerations


     $ 1 Prevent
     $ 10 Catch
     $ 100




Source: Crosby, Philip B. Quality Without
Tears. New York, NY: McGraw-Hill, 1984.
IV. Key Quality Considerations


     $ 1 Prevent
     $ 10 Catch
     $ 100 Correct




Source: Crosby, Philip B. Quality Without
Tears. New York, NY: McGraw-Hill, 1984.
IV. Key Quality Considerations

             Execute, Execute, Execute

  • QA programs must reflect day-to-day firm practices

  • Put it in writing; expect to do it

  • Expect to do it; document it
132




Peter Drucker once
remarked that his Clients
often would, after a visit,
realize:


“We already know all
this stuff he told us!”

                              The Father of Modern
                              Corporate Management
Drucker’s reply:


“Yes, but they weren’t doing
anything about it. Now perhaps
they will.”
134




       Agenda

       I.     What Is Quality?
       II.    Why Do Quality Efforts Fail?
       III.   How Do I Implement a Quality Program?
       IV.    Key Quality Considerations
       V.     Q&A




PQ-1
Q&A
Gary M. Prather, P.E., MS, MBA
         A/E DR Group
         gary@ae-dr.com

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Acec quality program

  • 1. A/E DR Group When Time & Money Matter 1
  • 2. 2 Today’s Speaker Gary M. Prather, P.E., MS, MBA President Architects/Engineers Dispute Resolution Group
  • 3. 3 Why do adults ask children what they want to be when they grow- up?
  • 4. 4 We’re looking For ideas!
  • 5. 5 Learning Objectives Attendees should be able to: • Define quality • Explain why quality efforts fail • Describe the key elements of a sound quality program • Implement a quality program
  • 6. 6 Agenda I. What Is Quality? II. Why Do Quality Efforts Fail? III. How Do I Implement a Quality Program? IV. Key Quality Considerations V. Q&A PQ-1
  • 7. 7 Polling Question What firms are represented today? a) Architects b) Consulting engineers c) Contractors/Construction managers d) Others
  • 8. 8 I. What Is Quality? • Meeting client requirements • Meeting code requirements • Meeting team requirements • Meeting the standard of care • On time, on budget • Client perception
  • 9. I. What Is Quality? “When we were finishing our house, we found we had a little cash left over, on account of the plumber not knowing it.”
  • 10. I. What Is Quality? “When we were finishing our house, we found we had a little cash left over, on account of the plumber not knowing it.” Insight into Clients’ perception of design and construction???
  • 11. 11 I. What Is Quality? The Power of Perception J.D. Power & Associates, premier automotive pollsters found that the attitudes of a dealer’s receptionist, cashier and service advisor are the most important factors in determining customer satisfaction with the dealer and with the automobile itself.
  • 12. 12 I. What Is Quality? The Power of Perception In her book Verdict Pending Fredonia French Dot found the principle reason for malpractice suits is not doctors with lousy skills but patients who have been slighted or treated abruptly, who have been hurt. Patients that don’t sue are those who have been treated with kindness.
  • 13. 13 I. What Is Quality? The Power of Perception “Director of First Impressions” Sign at the reception desk of an ENR Top 50 Contractor
  • 14. I. What Is Quality Key Points Score Card Subject Grade Meeting client requirements ? Meeting code requirements ? Meeting team requirements ? Meeting the standard of care ? On time, on budget ? Client Perception ?
  • 15. 15 Agenda I. What Is Quality? II. Why Do Quality Efforts Fail? III. How Do I Implement a Quality Program? IV. Key Quality Considerations V. Q&A PQ-1
  • 16. 16 Polling Question How would you rate your firm’s quality efforts? a. Poor b. Average c. Above average d. Really good
  • 17. 17 Construction • Never enough time and money • Always an abundance of reasons why there is never enough time and money
  • 18. 18 II. Why Do Quality Efforts Fail? • No buy in • No money • No time • No execution
  • 19. 19 II. Why Do Quality Efforts Fail? No Buy In • Principals • Project managers • Staff • Team members PQ-3
  • 20. 20 II. Why Do Quality Efforts Fail? No Buy In Case Files Following Management’s Lead PQ-3
  • 21. 21 II. Why Do Quality Efforts Fail? No Buy In Case Files • Pressure to submit documents for State review • Time trumped design quality • Never enough time to do It right • Never, ever enough time to do It over PQ-3
  • 22. 22 Polling Question Do you budget for quality activities on a project-specific basis? a) Yes b) No c) Quality is a home office overhead expense d) Don’t know
  • 23. 23 II. Why Do Quality Efforts Fail? No Money • Project reviews/meetings • Coordination reviews • Code reviews • Final check sets
  • 24. No Money Total Cost to Percent Cost to Projected Final Design Budget Date Compl Compl Cost Front End Documents $ 5,000 $ - 0.0% $ 5,000 $ 5,000 Civil Engineering - Plan Views $17,000 $ - 0.0% $17,000 $ 17,000 - Elevations $12,000 $ - 0.0% $12,000 $ 12,000 - Sections $ 6,000 $ - 0.0% $ 6,000 $ 6,000 - Details $ 5,000 $ - 0.0% $ 5,000 $ 5,000 Technical Specifications $ 6,000 $ - 0.0% $ 6,000 $ 6,000 Structural $ 5,000 $ - 0.0% $ 5,000 $ 5,000 Mech/Elect/Plmg $ 6,000 $ - 0.0% $ 6,000 $ 6,000 Site Civil $ 3,000 $ - 0.0% $ 3,000 $ 3,000 Totals $65,000 $ - 0.0% $65,000 $ 65,000
  • 25. 25 No Money Percent Cost to Total Projected Final Design Budget Cost to Date Compl Compl Cost - Plan Views $17,000 $ 8,500 50.0% $ 8,500 $ 17,000 - Elevations $12,000 $ 6,000 50.0% $ 6,000 $ 12,000 - Sections $ 6,000 $ 2,000 33.3% $ 4,000 $ 6,000 Spread Sheet Fantasy Dollars spent equal design completed? 50% Budget = 50% Design?
  • 26. No Money What’s Missing? Total Cost to Percent Cost to Projected Final Design Budget Date Compl Compl Cost Front End Documents $ 5,000 $ - 0.0% $ 5,000 $ 5,000 Civil Engineering - Plan Views $17,000 $ - 0.0% $17,000 $ 17,000 - Elevations $12,000 $ - 0.0% $12,000 $ 12,000 - Sections $ 6,000 $ - 0.0% $ 6,000 $ 6,000 - Details $ 5,000 $ - 0.0% $ 5,000 $ 5,000 Technical Specifications $ 6,000 $ - 0.0% $ 6,000 $ 6,000 Structural $ 5,000 $ - 0.0% $ 5,000 $ 5,000 Mech/Elect/Plmg $ 6,000 $ - 0.0% $ 6,000 $ 6,000 Site Civil $ 3,000 $ - 0.0% $ 3,000 $ 3,000 Totals $65,000 $ - 0.0% $65,000 $ 65,000
  • 27. No Money Cost to Percent Cost to Projected Final Design Date Compl Compl Cost Budget Variance Front End Documents $ - 0.0% $ 5,000 $ 5,000 $ 5,000 $ - Civil Engineering - Plan Views($2,000) $ - 0.0% $ 15,000 $ 15,000 $ 15,000 $ - - Elevations($2,000) $ - 0.0% $ 10,000 $ 10,000 $ 10,000 $ - - Sections $ - 0.0% $ 6,000 $ 6,000 $ 6,000 $ - - Details $ - 0.0% $ 5,000 $ 5,000 $ 5,000 $ - Technical Specifications $ - 0.0% $ 6,000 $ 6,000 $ 6,000 $ - - Interdisciplinary Coordination $ - 0.0% $ 4,000 $ 4,000 $ 4,000 $ - Structural $ - 0.0% $ 5,000 $ 5,000 $ 5,000 $ - Mech/Elect/Plmg $ - 0.0% $ 6,000 $ 6,000 $ 6,000 $ - Site Civil $ - 0.0% $ 3,000 $ 3,000 $ 3,000 $ - $ - $ 65,000 $ 65,000 $ 65,000 $ -
  • 28. No Money Cost to Percent Cost to Projected Final Design Date Compl Compl Cost Budget Variance Front End Documents $ 4,000 75.0% $ 1,250 $ 5,250 $ 5,000 $ (250) Civil Engineering - Plan Views $ 7,500 40.0% $ 9,000 $ 16,500 $ 15,000 $ (1,500) - Elevations $ 6,000 60.0% $ 4,000 $ 10,000 $ 10,000 $ - - Sections $ 2,000 40.0% $ 3,600 $ 5,600 $ 6,000 $ 400 - Details $ 1,000 20.0% $ 4,000 $ 5,000 $ 5,000 $ - Technical Specifications $ 3,000 40.0% $ 3,600 $ 6,600 $ 6,000 $ (600) - Interdisciplinary Coordination $ - 0.0% $ 4,000 $ 4,000 $ 4,000 $ - Structural $ 4,000 30.0% $ 3,500 $ 7,500 $ 5,000 $ (2,500) Mech/Elect/Plmg $ 3,000 40.0% $ 3,600 $ 6,600 $ 6,000 $ (600) Site Civil $ 1,500 50.0% $ 1,500 $ 3,000 $ 3,000 $ - $32,000 $ 38,050 $ 70,050 $ 65,000 $ (5,050)
  • 29. No Money Cost to Percent Cost to Projected Final Design Date Compl Compl Cost Budget Variance - Plan Views $ 7,500 40.0% $ 9,000 $ 16,500 $ 15,000 $ (1,500) - Elevations $ 6,000 60.0% $ 4,000 $ 10,000 $ 10,000 $ - - Sections $ 2,000 40.0% $ 3,600 $ 5,600 $ 6,000 $ 400 - Details $ 1,000 20.0% $ 4,000 $ 5,000 $ 5,000 $ - Management Decisions Not Spreadsheet Calculations
  • 30. No Money Cost to Percent Cost to Final Design Date Compl Compl Final Cost Budget Variance Front End Documents $ 5,000 100.0% $ - $ 5,000 $ 5,000 $ - Civil Engineering - Plan Views $18,000 100.0% $ - $ 18,000 $ 15,000 $ (3,000) - Elevations $11,000 100.0% $ - $ 11,000 $ 10,000 $ (1,000) - Sections $ 5,500 100.0% $ - $ 5,500 $ 6,000 $ 500 - Details $ 2,500 100.0% $ - $ 2,500 $ 5,000 $ 2,500 Technical Specifications $ 7,500 100.0% $ - $ 7,500 $ 6,000 $ (1,500) - Interdisciplinary Coordination $ - 100.0% $ - $ - $ 4,000 $ 4,000 Structural $ 5,500 100.0% $ - $ 5,500 $ 5,000 $ (500) Mech/Elect/Plmg $ 7,000 100.0% $ - $ 7,000 $ 6,000 $ (1,000) Site Civil $ 2,500 100.0% $ - $ 2,500 $ 3,000 $ 500 Totals $64,500 $ - $ 64,500 $ 65,000 $ 500
  • 31. 31 Polling Question Do your design schedules include time for quality-related activities? a. Yes b. No
  • 32. No Time Design Review Design Review Design Bid & & & Approvals Approvals Award
  • 33. No Time Design Review Design Review Design Bid & & & Approvals Approval Award s QA/QC TIME
  • 34. No Time Permits Design Review Design Review Design Bid & & & Approvals Approval Award s QA/QC TIME
  • 35. 35 Polling Question How often do you bid a project before the code review/building permit process is complete? a. Never b. On less than 25% of projects c. More than 25% but less than 50% of projects d. Greater than 50% of projects e. Almost always
  • 36. No Time Design Project Red Line Detailed QA/QC Permits Bid & Award Construction
  • 37. No Time Design Project Red Line No Time for QA/QC Permits Bid & Award Construction From To Quality Control Damage Control
  • 38. 38 No Time Quality Control Becomes Damage Control • Excessive addenda • Costly code-related change orders • A flood of Requests for Information • Project delays • Budget overruns
  • 39. 39 II. Why Do Quality Efforts Fail? No Money & No Time Case Files Stop & Go PQ-3
  • 40. 40 II. Why Do Quality Efforts Fail? No Money & Time Case Files • Project bid without building permit in place • Project delay • Differing site condition discovered • Project delay • No superstructure permit • Project delay • Costly change order
  • 41. 41 II. Why Do Quality Efforts Fail? No Execution No Buy In + No Money + No Time = No Execution
  • 42. 42 II. Why Do Quality Efforts Fail? No Execution No Execution = Poor Quality
  • 43. 43 II. Why Do Quality Efforts Fail? No Execution “Do not put off until tomorrow what can be put off till day-after- tomorrow just as well.”
  • 44. 44 II. Why Do Quality Efforts Fail? No Execution “Strategies most often fail because they aren’t executed well. Things that are supposed to happen don’t happen. Either the organizations aren’t capable of making them happen, or the leaders of the business misjudge the challenges their companies face in the business environment or both.” Execution Larry Bossidy and Ram Charan Copyright 2002 Crown Business, New York, New York
  • 45. 45 II. Why Do Quality Efforts Fail? No Execution Case Files The Road is Paved with Good Intentions PQ-3
  • 46. 46 II. Why Do Quality Efforts Fail? No Execution Case Files • Firm drafts quality manual • Quality program is met with enthusiasm • Over time interest following quality program wanes • Firm is sued for professional negligence • Opposing legal counsel requests copy of quality manual during discovery • Firm realizes there is little documentation verifying compliance with quality manual
  • 47. 47 II. Why Do Quality Efforts Fail? Key Points • Commitment • Money • Time • Management execution
  • 48. 48 Agenda I. What Is Quality? II. Why Do Quality Efforts Fail? III. How Do I Implement a Quality Program? IV. Key Quality Considerations V. Q&A PQ-1
  • 49. 49 Polling Question Do you have a documented quality program? a. Yes b. No c. Don’t know
  • 50. 50 III. How Do I Implement a Quality Program? Key Quality Criteria • Organization • Quality program • Design control • Procurement • Quality-related activities • Document control • Corrective action • Quality assurance Records • Audits
  • 51. III. How Do I Implement a Quality Program? Organization • Freedom to identify quality problems
  • 52. III. How Do I Implement a Quality Program? Organization • Freedom to identify quality problems • Freedom to recommend and initiate solutions to quality problems
  • 53. III. How Do I Implement a Quality Program? Organization • Freedom to identify quality problems • Freedom to recommend and initiate solutions to quality problems • Freedom to verify implementation of quality requirements
  • 54. III. How Do I Implement a Quality Program? Organization • Freedom to identify quality problems • Freedom to recommend and initiate solutions to quality problems • Freedom to verify implementation of quality requirements • Sufficient independence from the pressures of production
  • 55. 55 III. How Do I Implement a Quality Program? • Organization • Quality program • Design control • Procurement • Quality-related activities • Document control • Corrective action • Quality assurance records • Audits
  • 56. III. How Do I Implement a Quality Program? Quality Program • The Quality Program shall consist of written procedures and instructions describing the QA Program.
  • 57. III. How Do I Implement a Quality Program? Quality Program • The Quality Program shall consist of written procedures and instructions describing the QA Program. • The Quality Program shall include provisions for the training of personnel.
  • 58. III. How Do I Implement a Quality Program? Quality Program • The Quality Program shall consist of written procedures and instructions describing the QA Program. • The Quality Program shall include provisions for the training of personnel. • Provisions shall be made for management’s review and audit of the Quality Program.
  • 59. 59 III. How Do I Implement a Quality Program? Key Quality Criteria • Organization • Quality program • Design control • Procurement • Quality-related activities • Document control • Corrective action • Quality assurance records • Audits
  • 60. III. How Do I Implement a Quality Program? Design Control • The Quality Program shall assure that the applicable design control systems are established and implemented.
  • 61. III. How Do I Implement a Quality Program? Design Control • The Quality Program shall assure that the applicable design control systems are established and implemented. • The design control system shall assure that code requirements and design bases are correctly translated into specifications, drawings and other contract documents.
  • 62. III. How Do I Implement a Quality Program? Design Control • The design control system shall assure the adequate review and selection of materials, parts and equipment.
  • 63. III. How Do I Implement a Quality Program? Case Files An Open Window to Problems
  • 64. III. How Do I Implement a Quality Program? Case Files • 16 story condo • Developer wanted operable windows • Composite steel framing with wood casement windows • Mixing materials a bad thing • Redesign to a single-source curtain wall manufacturer
  • 65. III. How Do I Implement a Quality Program? Design Control • The design control system shall assure the adequate review and selection of materials, parts and equipment. • The design control system shall address material compatibility, accessibility for maintenance, and in service inspection and repair.
  • 66. III. How Do I Implement a Quality Program? Design Control • The design control system shall assure the adequate review and selection of materials, parts and equipment. • The design control system shall address material compatibility, accessibility for maintenance, and in service inspection and repair. • The design control system shall address the control of design coordination among participating design organizations.
  • 67. 67 Polling Question How would you rate your firm’s design coordination efforts? a. Poor b. Average c. Above average d. Really good e. Don’t know
  • 68. III. How Do Implement a Quality Program Coordinate, Coordinate, Coordinate “It’s clear to project management that 90% of design fee and construction change order/cost overruns stem directly from incomplete and untimely electrical coordination information.”
  • 69. III. How Do I Implement a Quality Program? Case Files Is There a Coordinator in the Hospital?
  • 70. III. How Do I Implement a Quality Program? Case Files • Large medical center renovation • Poorly coordinated design documents • Claim brought by mechanical contractor • Settlement in excess of $300,000
  • 71. Roof Collapse 71 Installed ductwork through I-beams Courtesy of Rimkus Consulting, Houston Texas
  • 72. III. How Do I Implement a Quality Program? Design Control • The design control system shall provide that all design changes are subject to the same design control used in the original design.
  • 73. III. How Do I Implement a Quality Program? Design Control • The design control system shall provide that all design changes are subject to the same design control used in the original design. • The design control system shall provide for an independent verification of design adequacy.
  • 74. III. How Do I Implement a Quality Program? Design Control • The design control system shall provide that all design changes are subject to the same design control used in the original design. • The design control system shall provide for an independent verification of design adequacy. • The contract requirements shall require that sub- consultants develop and implement the necessary design control systems.
  • 75. 75 III. How Do I Implement a Quality Program? • Organization • Quality Program • Design Control • Procurement • Quality-related activities • Document control • Corrective action • Quality assurance records • Audits
  • 76. III. How Do I Implement a Quality Program? Procurement The Quality Program shall insure that procurement documents include:  The applicable quality requirements  The applicable code requirements  Provisions for retaining quality documents  The right to audit
  • 77. III. How Do I Implement a Quality Program? Case Files Trust, But Verify
  • 78. III. How Do I Implement a Quality Program? Case Files • Structural design incomplete • School district had tight schedule • Costly changes • Project delays
  • 79. III. How Do I Implement a Quality Program? Procurement • The Quality Program shall insure that procurement documents include:  The applicable quality requirements  The applicable code requirements  Provisions for retaining quality documents  The right to audit • The Quality Program shall provide for the review and approval of procurement documents and changes thereto.
  • 80. 80 III. How Do I Implement a Quality Program? Key Quality Criteria • Organization • Quality program • Design control • Procurement • Quality-related activities • Document control • Corrective action • Quality assurance records • Audits
  • 81. III. How Do I Implement a Quality Program? Quality-Related Activities • The Quality Program shall assure that activities affecting quality such as procurement, construction, testing, and inspection are described by documents, instructions, procedures, or drawings.
  • 82. III. How Do I Implement a Quality Program? Quality-Related Activities • The Quality Program shall assure that activities affecting quality such as procurement, construction, testing, and inspection are described by documents, instructions, procedures, or drawings. • The documents, instructions, procedures, and drawings shall include appropriate quantitative and qualitative provisions for ascertaining that the activities are accomplished in accordance with the requirements.
  • 83. How Do I Implement a Quality Program? Quality-Related Activities • Contract • Project management • Construction administration • Calculations • Change orders • Project meetings • Construction phase • Team communications • Budget and schedule • Coordination • Communications • Design verification • Information & decisions
  • 84. III. How Do I Implement a Quality Program? Quality-Related Activities Clearly Defined Accountabilities Not this: “All design calculations shall be reviewed.” But this: “The Project Executive shall review all design calculations.”
  • 85. III. How Do I Implement a Quality Program? Quality-Related Activities Focus on Activities Relating to Information and Decisions
  • 86. 86 III. How Do I Implement a Quality Program? Information and decisions Information and decisions drive the design- construction process. Making timely decisions and distributing Information in ‘real time’ is critical to managing design quality.
  • 87. III. How Do I Implement a Quality Program? Skill Place Desire Design Process Information Materials and Decisions Tools Energy
  • 88. III. How Do I Implement a Quality Program? Case Files Fast Track Needs Fast Information & Decisions
  • 89. III. How Do I Implement a Quality Program? Case Files • Fast track river boat casino project • Phased design and construction • Need for fast exchange of information and decisions • General contractor contributed funds for on-site design staff
  • 90. 90 III. How Do I Implement a Quality Program? Key Quality Criteria • Organization • Quality program • Design control • Procurement • Quality-related activities • Document control • Corrective action • Quality assurance records • Audits
  • 91. III. How Do I Implement a Quality Program? Document Control • The Quality Program shall have a control system for those documents affecting quality.
  • 92. III. How Do I Implement a Quality Program? Document Control • The Quality Program shall have a control system for those documents affecting quality. • The document control system shall assure:  Documents are reviewed for adequacy  Means exist to assure that obsolete or superseded documents are replaced in a timely manner by updated revisions  Document changes are reviewed and approved by the same organizations that performed the original review and approval
  • 93. III. How Do I Implement a Quality Program? Case Files Filling in the Blanks
  • 94. 94 III. How Do I Implement a Quality Program? Key Quality Criteria Bad Document Control
  • 95. 95 III. How Do I Implement a Quality Program? Key Quality Criteria Good Document Control
  • 96. 96 III. How Do I Implement a Quality Program? Key Quality Criteria • Organization • Quality program • Design control • Procurement • Quality-related activities • Document control • Corrective action • Quality assurance records • Audits
  • 97. III. How Do I Implement a Quality Program? Corrective Action • The Quality Program shall describe the measures which assure that conditions adverse to quality are promptly identified and corrected. PQ-7
  • 98. III. How Do I Implement a Quality Program? Corrective Action • The Quality Program shall describe the measures which assure that conditions adverse to quality are promptly identified and corrected • The Quality Program shall provide for the determination of the causes of adverse conditions. PQ-7
  • 99. III. How Do I Implement a Quality Program? Corrective Action • The Quality Program shall describe the measures which assure that conditions adverse to quality are promptly identified and corrected • The Quality Program shall provide for the determination of the causes of adverse conditions. • The Quality Program shall provide for corrective action to prevent future occurrences. PQ-7
  • 100. III. How Do I Implement a Quality Program? Corrective Action • The Quality Program shall describe the measures which assure that conditions adverse to quality are promptly identified and corrected • The Quality Program shall provide for the determination of the causes of adverse conditions. • The Quality Program shall provide for corrective action to prevent future occurrences. • The Quality Program shall provide for verification that the corrective action has been taken. PQ-7
  • 101. 101 III. How Do I Implement a Quality Program? Key Quality Criteria • Organization • Quality program • Design control • Procurement • Quality-related activities • Document control • Corrective action • Quality assurance records • Audits
  • 102. III. How Do I Implement a Quality Program? Quality Assurance Records • The Quality Program shall assure that records pertaining to quality are generated. PQ-7
  • 103. III. How Do I Implement a Quality Program? Quality Assurance Records • The Quality Program shall assure that records pertaining to quality are generated. • The Quality Program shall assure that quality records are maintained and retrievable. PQ-7
  • 104. 104 III. How Do I Implement a Quality Program? Key Quality Criteria • Organization • Quality program • Design control • Procurement • Quality-related activities • Document control • Corrective action • Quality assurance records • Audits
  • 105. III. How Do I Implement a Quality Program? Audits • The Quality Program shall provide audits to verify compliance with appropriate aspects of the Quality Program and to determine the effectiveness of the program. PQ-7
  • 106. III. How Do I Implement a Quality Program? Audits • The Quality Program shall provide audits to verify compliance with appropriate aspects of the Quality Program and to determine the effectiveness of the program. • External audits shall be performed on those organizations affecting quality. PQ-7
  • 107. III. How Do I Implement a Quality Program? Audits • The Quality Program shall provide audits to verify compliance with appropriate aspects of the Quality Program and to determine the effectiveness of the program. • External audits shall be performed on those organizations affecting quality. • Internal audits shall be performed on those functions affecting quality. PQ-7
  • 108. III. How Do I Implement a Quality Program? Key Points • Leadership • Execute • Document • Verify
  • 109. 109 Agenda I. What Is Quality? II. Why Do Quality Efforts Fail? III. How Do I Implement a Quality Program? IV. Key Quality Considerations V. Q&A PQ-1
  • 110. 110 IV. Key Quality Considerations Involve Project Managers in Contract Negotiations
  • 111. 111 IV. Key Quality Considerations Conduct Regular Project Views • Budget • Schedule • Quality • Consultant performance • Client issues • Client perception • Invoicing/payment • Action items
  • 112. 112 IV. Key Quality Considerations The Devil is in the Details PQ 8 Courtesy of Rimkus Consulting, Houston Texas
  • 113. 113 IV. Key Quality Considerations The Devil is in the Details Moisture below Windows Courtesy of Rimkus Consulting, Houston Texas
  • 114. 114 IV. Key Quality Considerations “The difference between the almost right word and the right word is really a large matter--it's the difference between the lightning bug and the lightning.”
  • 115. 115 IV. Key Quality Considerations The Limits of Email An UCLA Study indicates that up to 93% of communication effectiveness is determined by nonverbal cues.
  • 116. 116 IV. Key Quality Considerations Construction Estimates • Are you a professional estimator? • Is developing estimates the best use of your staff? • Do you have a clue about current construction costs? If you answered “No” to any of these questions, consider available alternatives.
  • 117. 117 IV. Key Quality Considerations Contractor Submittal Schedule • Require with the first pay application • Require update with every pay application thereafter
  • 118. 118 IV. Key Quality Considerations Contractor’s Submittal Review Process • Specify requirements • Review for information • With first pay application • Audit
  • 119. 119 IV. Key Quality Considerations RFI Management • Lead • Educate • Prioritize • Bucket • Take control
  • 120. 120 IV. Key Quality Considerations Pre-Installation Meetings • Critical construction activities • Shop drawings/submittals • Design team • Manufacturers’ representation • Crafts • Document
  • 121. 121 IV. Key Quality Considerations Over-Manage O &M Training • Planning & prepare • Go electronic • Require the right people be present • Use Video • Document
  • 122. 122 IV. Key Quality Considerations Over-Manage Punch Lists • Hold the contractor accountable • Use objective acceptance criteria • Be thorough, and final • Punch list success can equal project success • How you finish influences client satisfaction
  • 123. 123 IV. Key Quality Considerations Don’t Forget Warranty-Ending Inspections • Develop a calendar • Prepare a checklist • Invite key players • Execute, execute, execute
  • 124. 124 IV. Key Quality Considerations Conduct Post Project Mortems • Addenda • Change orders • Financials • Client satisfaction • Client referrals, repeat business
  • 125. IV. Key Quality Considerations Use Checklists • Comprehensive • Easy to implement • Document ready • Auditable
  • 126. IV. Key Quality Considerations Use Checklists • Used by airplane pilots since 1930s • Surgical teams benefit*  Patient mortality rates cut nearly in half  Complications reduced by more than a third * Source: Hayes, Alex B, et al. “A Surgical Safety Checklist to Reduce Morbidity and Mortality in a Global Population.” New England Journal of Medicine 360 (2009): 491-499.
  • 127. IV. Quality Considerations $ 1 $ 10 $ 100 Source: Crosby, Philip B. Quality Without Tears. New York, NY: McGraw-Hill, 1984.
  • 128. IV. Key Quality Considerations $ 1 Prevent $ 10 $ 100 Source: Crosby, Philip B. Quality Without Tears. New York, NY: McGraw-Hill, 1984.
  • 129. IV. Key Quality Considerations $ 1 Prevent $ 10 Catch $ 100 Source: Crosby, Philip B. Quality Without Tears. New York, NY: McGraw-Hill, 1984.
  • 130. IV. Key Quality Considerations $ 1 Prevent $ 10 Catch $ 100 Correct Source: Crosby, Philip B. Quality Without Tears. New York, NY: McGraw-Hill, 1984.
  • 131. IV. Key Quality Considerations Execute, Execute, Execute • QA programs must reflect day-to-day firm practices • Put it in writing; expect to do it • Expect to do it; document it
  • 132. 132 Peter Drucker once remarked that his Clients often would, after a visit, realize: “We already know all this stuff he told us!” The Father of Modern Corporate Management
  • 133. Drucker’s reply: “Yes, but they weren’t doing anything about it. Now perhaps they will.”
  • 134. 134 Agenda I. What Is Quality? II. Why Do Quality Efforts Fail? III. How Do I Implement a Quality Program? IV. Key Quality Considerations V. Q&A PQ-1
  • 135. Q&A Gary M. Prather, P.E., MS, MBA A/E DR Group gary@ae-dr.com