American Association of State Highway and Transportation Officials

Special Committee on Research and Innovation

 

FY2023 NCHRP PROBLEM STATEMENT TEMPLATE

 

Problem Number:  2023-D-09

 

Problem Title

Guidance for Including Right-Of-Way and Utilities in Value Engineering Studies

AASHTO Committee on Right-of-Way, Utilities & Outdoor Advertising Control: Subcommittee on Utilities

AKD60, TRB Standing Committee on Utilities

 

Background Information And Need For Research

According to 23 CFR 627, a Value Engineering (VE) analysis is the systematic process of reviewing and assessing a project to identify the needed project functions, optimize the value and quality of the project; and reduce the time to develop and deliver the project.  It also indicates that state transportation agencies (STAs) must conduct VE studies for projects on the National Highway System (NHS) receiving Federal assistance with an estimated total cost of $50 million or more; and bridge projects on the NHS receiving Federal assistance with an estimated total cost of $40 million or more. It is not necessary to conduct VE studies for design/build projects, but the federal regulations provide guidance for construction manager/general contractor (CM/GC) projects. STA policies and requirements typically mirror those at the federal level. VE studies have been effectively incorporated into the STA project development process.  A valuable consideration would be to enhance the VE concept by providing focused guidance for the specialties of right of way and utilities will be valuable.  

The VE studies body of knowledge is largely silent on the topic of right-of-way and utilities. At the national level (both federal regulations and FHWA guidance documents), there are only casual references to right-of-way or utilities in VE studies. Something similar happens at the state level. STA manuals typically include guidance on how to conduct VE studies, but any reference to right-of-way or utilities is brief and without any practical guidance. This lack of documented knowledge increases the risk that VE study teams will lack the kind or level of right-of-way and utility information they need to do their job properly. It also means that VE studies might be missing unique opportunities to add value to a project.

 

Considering that right-of-way and utilities are frequently considered two of the top three reasons that projects experience delays (the third reason is the environmental process), it is important to identify and implement ways to include right-of-way and utility topics more effectively in the scope of and procedures for conducting VE studies.

 

Literature Search Summary

The body of knowledge is silent on the topic of right-of-way and utilities in VE studies. At the national level (both federal regulations and FHWA guidance documents), there are only casual references to right-of-way or utilities in VE studies. Something similar happens at the state level. STA manuals typically include guidance on how to conduct VE studies, but any reference to right-of-way or utilities is brief and without any practical guidance.

 

Research Objective

The proposed research objective is to complete the following tasks:

           Conduct online survey of STAs to examine practices to conduct VE studies, with a specific focus on right-of-way and utilities.

           Conduct follow-up interviews with select STAs.

           Review sample VE study reports and conduct interviews with the corresponding STA officials and VE study teams that.

           Develop guidelines for the inclusion of right-of-way and utilities in VE studies.

           Test the guidelines on pilot VE studies.

 

Urgency and Potential Benefits

Utility and right of way issues are repeatedly documented as causes for project delay and increased costs.  It is imperative to the tenants defined in value engineering to consider these aspects of project development and delivery.  They are critical factors in project costs, potentially offsetting the VE benefits garnered through the VE process. 

The research would have a number of benefits including, but not limited to, the following:

           Earlier and more effective identification of right-of-way issues that might have been overlooked by a project team reduces project risk in terms of cost and schedule.

           Earlier and more effective identification of utility issues that might have been overlooked by a project team reduces project risk in terms of cost and schedule.

           Construction delay claims will be reduced with fewer right-of-way and utility issues

           Lower right-of-way acquisition and utility relocation costs are expected.

 

Implementation Considerations

The use of inaccurate utility data contributes to billions of wasteful spending in the U. S. caused by utility and highway coordination. With few exceptions, the public bears the cost of utility delays in form of traveler costs, added transportation costs in retail products, loss of business efficiency (resulting in higher costs and lower profits), and fewer public dollars available to spend on a variety of project needs. With the advantages of 3D design and BIM being explored at STAs, this research is imperative to analyzing conflicts with improved confidence in the associated risks.

 

Recommended Research Funding And Research Period

It is estimated that this research will take 24 months to complete and will require $400,000.

 

 Problem Statement Author(s): For each author, provide their name, affiliation, email address and phone.

The AASHTO Committee on Right of Way, Utilities, and Outdoor Advertising Controls Utility Project Scoping & Coordination Technical Council drafted, edited and supports this Research Needs Statement. 

Contact: Casey Soneira, csoneira@aashto.org, 202-624-5824

Potential Panel Members: For each panel member, provide their name, affiliation, email address and phone.

AASHTO Utility Project Scoping & Coordination Technical Council Chair

AASHTO Committee of Right of Way, Utilities and Outdoor Advertising

Utilities Subcommittee

Patrick Overton

Florida Department of Transportation

State Utility Engineer

605 Suwannee Street, MS 75

Tallahassee, Florida 32399

Office# (850) 414-4379

patrick.overton@dot.state.fl.us

 

Person Submitting The Problem Statement: Name, affiliation, email address and phone.

AASHTO Committee on Right of Way, Utilities, and Outdoor Advertising Control

Utilities Subcommittee

Utility Project Scoping & Coordination Technical Council 

Contact: Casey Soneira, csoneira@aashto.org, 202-624-5824