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Appendix C Presentations to the Committee October 21–23,2002 meeting Project Overview—M.Lewis (Project Director) Project History- W.Edwards (Program/Budget Manager) Current Status of the Project—J.Saroufim (Construction Controls Manager) Project Organization—M.Lewis Project Development—A.Lancellotti (Deputy Program Manager/Engineering Manager), J. Saroufim Scope Control—J.Saroufim Schedule Control—J.Saroufim, J.Ekiert (Construction Schedule Manager) Cost Control—J.Saroufim, G.Helmich (Construction Cost Manager) Management Recommendations/Approval Process—M.Lewis, M.Wiley (Program Manager), C.Gottschall (FHWA) Case Study- J.Allegro (Director of Construction) November 11–13, 2002 meeting Claims and Changes Procedure Original Procedure/Outcome—J.Allegro Refined Procedure/Outcome—J.Gorman (Director of Claims and Changes) Budgeting for Claims and Changes (C&C)—J.Saroufim Owner Oversight and the IPO—M.Lewis, J.Lammie Governance Roles and Public Accountability—M.Hayman (Deputy Project Director), S.Gee (FHWA), A.Almeida (FHWA) Monitoring the Management Consultant Work Program—M.Foley (Director of Finance), R. Grenier (Director of Internal Controls) Monitoring Performance of the Management Consultant—M.Lewis Monitoring Quality, Safety & Health and Environmental Commitments—J.Allegro, P.Stakutis (Environmental Manager) Cost Recovery Philosophy—M.Lewis Cost Recovery Program—K.Dettman (Chief Counsel), M.Breen (Associate General Counsel) Cost Containment Case Study—M.Lewis External Oversight—M.Hayman Systems Commissioning, Turnover and Transition Process—M.Swanson (Chief of Operations/Chief Engineer/Director of Transition), R.Hubbard (Operations Manager), J. Cashman
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Value Engineering Change Potential—Gorchev Consultants December 16,2002 meeting Roundtable discussion issues: Fairness and adequacy of claims management Effectiveness of partnering Effectiveness of the dispute resolution process Quality of the bid packages. Timeliness and adequacy of responses to requests for information Contract coordination and contractor interface Change management in response to site conditions and design changes Opening schedule and quality control. Participants: From Construction Industries of Massachusetts: -Mike Waters, Slattery -John Testa, Kiewit -Bruce Grimaldi, JF White -Steve Barlow, JF White -Geoff Collins, Interbeton -John Pastore, Modern Continental -Dale Pyatt, Jay Cashman -John Pourbaix, CIM From American Council of Engineering Companies of Massachusetts (ACEC/MA): -Frank Leathers, GEI Consultants (ACEC/MA President) -David Hatem, Donovan Hatem -Dom D’Eramo, Rizzo Associates -Bob Caton, Fay Spofford & Thorndike -Leo Marino, HNTB -Skip Skoglund, GPI From Massachusetts Turnpike Authority: -Michael Lewis, Project Director -Joe Allegro, Director of Construction -Mike Swanson, Chief of Operations/Chief Engineer/Director of Transition -John Gorman, Director of Claims and Changes -Kurt Dettman, Chief Counsel From B/PB (Bechtel and Parsons Brinckerhoff Quade and Douglas): -Matt Wiley, Program Manager -Anthony Lancellotti, Deputy Program Manager/Engineering Manager -John Saroufim, Construction Controls Manager From Federal Highway Administration:
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-Carl Gottschall From National Research Council: -Richard Little, Director, Board on Infrastructure and the Constructed Environment (BICE) -Michael Cohn, Program Officer, BICE -Jason Dreisbach, Research Associate, BICE Others: -Phil Helmes, Intecap
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