The National Academies

NCHRP 17-83 [Active]

Briefings and Training Materials for Implementation of the Highway Safety Manual, Second Edition

  Project Data
Funds: $500,000
Staff Responsibility: Zuxuan Deng
Research Agency: University of North Carolina - Chapel Hill
Principal Investigator: Dr. Srinivasan Raghavan
Effective Date: 12/12/2017
Completion Date: 3/12/2023
Comments: Project on-hold due to the development of HSM 2 stage

The National Cooperative Research Program currently has a project underway updating the First Edition AASHTO Highway Safety Manual (HSM) as NCHRP Project 17-71, “Proposed AASHTO Highway Safety Manual, Second Edition.” The HSM Second Edition will integrate updates from several associated research projects as well as other related HSM guidance documents and publications into the new HSM. While the Second Edition of the HSM is not intended to be a complete rewrite of the First Edition, the HSM will undergo significant changes in content and organization. The HSM provides the best information and tools to facilitate roadway planning, design, operations, and maintenance decisions based on explicit consideration of their safety consequences. In addition, the HSM presents a summary of knowledge on the safety effects of various roadway designs and operations in a form that users can readily apply. It also describes effective techniques for safety management of a roadway system and present state-of-the-art approaches to evaluation of the safety effectiveness of implemented projects. While the work to develop and publish the Second Edition of the HSM is underway, a significant and concurrent effort is needed to develop guidance for highway-agency management on the appropriate application of the HSM, as well as training for engineers and planners on using the HSM. The HSM, Second Edition will provide a major opportunity for advancing the state of highway safety practice through its application and incorporation into engineering practice. Briefings, training materials, and an implementation framework need to be developed and coordinated with the release of the HSM, Second Edition.
The objectives of this research are to develop:
1. A comprehensive HSM modular training course and electronic-based training based on chapters and/or technical use cases, such as, but not limited to, planning phase, project development, design alternatives and exceptions. The training course should be flexible and in formats such as instructor based and self-taught based, and adaptable for engineering and planning disciplines, experience level, and course duration.
2. A package of electronic analysis tools building on existing available tools to illustrate and support use of the HSM, Second Edition. These tools should be incorporated in the modular training course.
3. Briefing materials for implementing the HSM, Second Edition within a transportation agency intended for a managerial and executive-level audience. The briefing materials shall be adaptable to a varied audience, including AASHTO Committees, and a variety of organizations.

The products should address a broad range of issues in order to support the appropriate implementation of the HSM, Second Edition that can be used to:

1. Explain the significant changes in content (new material and revisions) and organization reflected in the Second Edition compared to the First Edition.
2. Illustrate and reinforce how to apply content in real-world projects in order to facilitate proper and consistent application and ease of use within projects for all facility types.
3. Inform and reinforce the value the HSM, Second Edition will bring to a wide range of roadway planning, design and operations activities.

The training materials will also need to be able to reach a wide range of professional audiences including:

1. Technical engineering and planning practitioners responsible for implementing the HSM across programs and projects.
2. Managers providing direct oversight to staff and/or consultants managing projects implementing the HSM and/or conducting the analyses.
3. Private and public sector engineers/analysts charged with conducting the technical HSM analysis for projects at various stages of the project development process.
4. State, local, and other transportation agencies.
5. University faculty to facilitate education of the next generation of engineers and planners.

The briefing materials will also need to be able to reach a wide range of professional audiences including:

1. Administrative personnel and high-level decision makers in public agencies.
2. Organizations considering implementing the HSM.
3. State, local, and other transportation agencies facing implementation challenges such as, but not limited to, data and/or resource availability.
4. Managers providing direct oversight to staff and/or consultants managing projects implementing the HSM and/or conducting the analyses.

STATUS: Research in progress. Progress has been delayed due to delays in development of the HSM2 (see NCHRP Project 17-71A for more details).

The research plan should build in appropriate checkpoints including, at a minimum (1) a kick-off web teleconference meeting of the research team and NCHRP to be scheduled within 1 month of the contract’s execution; (2) one face-to-face interim deliverable review meeting following submission of the Interim Report; and (3) any web-enabled teleconferences tied to panel review and/or NCHRP approval of any other interim deliverables deemed appropriate. The work plan should be divided into phases, with each task described in detail. The interim report will describe the work completed and results, at a minimum, in Tasks 1 through 3 of both the Training Course and Briefings and provide an updated work plan for subsequent tasks or phases to complete the project objectives. The updated work plan should address the manner in which the proposer intends to use the information developed following the approval of the interim report to satisfy the project objective. There must be a face-to-face meeting with NCHRP to discuss the interim report. No work shall be performed on subsequent tasks without NCHRP approval. The research plan should include, as a minimum, the following components as a suggested overall framework of the proposed research:
Training Course
Task 1. Develop annotated course outline using Instructional System Development (ISD) procedures including learning objectives for each module, and identify associated electronic tools and any gaps.
Task 2. Recommend the length and delivery method for the course to best meet the needs of the various audiences.
Note: The NCHRP shall approve Tasks 1 and 2 before the contractor proceeds with Task 3.
Task 3. Develop one full module using ISD procedures including exercises, related electronic tools, and instructor material, for review and approval by the NCHRP.
Task 4. Develop or enhance associated electronic tools to illustrate and support implementation of the procedures in the HSM.
Task 5. Develop the course materials using ISD procedures. The materials will be designed according to National Highway Institute standards – including notably adult learning approaches for conveying the information. The materials shall include, as possible, examples from different states and how they are currently using the HSM-like methodologies (e.g., prediction equations).
Task 6. Present a draft version of the course materials to the NCHRP Panel, members of the TRB Committee ANB25, AASHTO HSM2 Steering Group, and AASHTO safety committees’ representatives for detailed review and critique. Modify course materials as necessary. See Special Note B.
Task 7. Conduct, at a minimum, two in-person multi-state pilot course presentations for state DOTs—aligned with an AASHTO and FHWA region. Conduct an evaluation of the pilots and modify materials as necessary after each pilot.
Task 8. Prepare an implementation framework including budget, and program requirements for additional training tools, recommended enhancements, and other activities to address expected challenges.
Task 1. Develop annotated content outlines focused on HSM implementation strategies for briefing transportation agencies addressed for a managerial and executive-level audience. Annotated content outlines should also be customized for AASHTO safety committees on the HSM. Annotated content outlines shall also be appropriate for the following AASHTO committees: Steering Group for the HSM, Second Edition; Highways (SCOH), Highway Traffic Safety (SCOHTS), and Planning (SCOP), including Traffic Engineering (SCOTE), Design (SCOD), and Safety Management (SCOHTS-SM).
Task 2. Recommend the length(s) and delivery method(s) for the briefings to best meet the needs of the various audiences.
Task 3. Develop the HSM briefing materials for the specific audiences identified in Task 1. The material shall include speaker notes.
Task 4. Present a pilot briefing to AASHTO safety committees, and others identified by AASHTO and NCHRP. Modify materials based on ensuing discussion and comments.
Task 5. Plan for and conduct briefings for key AASHTO committees identified in Task 1.
Task 6. Develop a customized briefing with speaker notes (not to exceed 1 hour) that can be used for a variety of organizations such as, but not limited to APWA, ITE, AMPO/NARC, NACE, and LTAP.
At the completion of the research, the final deliverables at a minimum shall include:
1. A final report documenting the entire project incorporating all other specified deliverables that also includes an executive summary and the research team’s recommendation of research needs and priorities for related research.
2. A stand-alone comprehensive compilation of briefings materials, training materials, and package of electronic analysis tools intended for implementing the HSM, Second Edition, as well as the implementation framework.
3. An electronic or PowerPoint presentation describing the project background, objective, research method, findings, and guidelines that summarizes the project and that can be tailored for specific audiences.
4. A webinar on the results of the research and the deliverables.
5. A stand-alone technical memorandum titled “Implementation of Research Findings and Products”. Proposers may recommend additional deliverables to support the project objective.

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