Holtz, David

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1- 2008 INDOT Planning Area Realignment -Integrated Transportation Planning Division2008 Road School PresentationDavid HoltzMarch 26, 2008[Interrupt w/?s please]Old operational environment22008 Indiana Department of Transportation Goals1. Deliver the INDOT (2009 & beyond) construction program.2. Meet or exceed specific improvement goal on performance measures.• Goals unique to planning.3. Systemically reduce the cost of construction.4. Improve ability of Hoosier businesses to compete for INDOT business.5. Meet or beat administrative budgets.6. Personnel development.2008 Indiana Department of Transportation Planning Goals1. Complete Commuter Rail Study NLT 31 August 2008.2. Complete Mass Transit Study NLT 31 December 2008.3. Complete 2008 deliverables for Illiana Expressway feasibility study.4. As lead state, launch feasibility study for I-70 Dedicated Truck Lanes COF project.5. Submit all Federal reports & plans accurately and on time.6. Complete EXOR functionality improvements including linkage to GIS database.7. Update relinquishment process.8. AND  OTHERS.32008 Indiana Department of Transportation main effort1. Deliver Major Moves Program.• On time.• In budget.• Within engineering scale.Old INDOT Planning Division organizational structure 4New INDOT Planning organization – basic concept1. This is a realignment and not a re-organization. 2. 2 divisions created out of the old huge planning division.• Integrated Transportation Planning Division (THIS TALK’S TOPIC)• Engineering Programs Divisions (Brad Steckler’s AI, not today’s topic)3. Integrated Transportation Planning Division• Long-range planning• Significant corridor and project planning• Macro-level system planning• Budget & program planning• ProgrammingHow should INDOT respond to future challenges of…•Infrastructure performance?•Financial resources?•Staff resources?•Know our weaknesses•Be smart with investments—target and optimize•Coordinate intellectual assets5Base four planning question  …Where do we need to be in any planning horizon?Why do we need to be there?How do we get there and how much will it cost?What happens if we fail?Themes of a coordinated planning process to identify needs, test candidate projects, and select new projects:Continually monitor performance of the transportation system—identify weaknessesDefine merits of individual project-level investment opportunitiesSelect and program best-performing projectsEstablish most favorable, fiscally responsible investment mix across broad functional areasMaintain core integrity of the investment6Managing Work Flow•Funds Management Committee—assignment of budgets by broad functional area, based on performance status vs. goals•Potential investment opportunities enter by variety of channels•Due diligence (investment opportunities/proposed projects)•Definition of project•Benefits and costs (effect on performance and value)•Selection screening of projects by functional area•Program/activate project•Production•Construction•Operation & maintenanceCertain events…IRP Division – Departmental Planning Philosophy and Principles – 1  (in no particular order, priority or sequence)1. Collaborative planning conducted, (i.e., invisible organizational seams).2. Reality-based, multiple scenario, planning courses-of-action considered/evaluated.3. Nested planning operations conducted, (i.e., shared purpose/goal).4. Budget & revenue sensitive planning effected.5. Pragmatic expectations created via multiple planning scenarios.6. Effective use of scarce funds required as projects/programs are de facto competing for the same dollar.7. Network effects of proposed & completed major projects considered.7IRP Division – Departmental Planning Philosophy and Principles – 2  (in no particular order, priority or sequence)8. Representatives/agents of INDOT integrated into planning operations, (including employees, contract-employees & contractors).9. Optimize/prioritize spending by identifying exactly what department is getting from its projects for the money expended.10. Acknowledgement of realistic trade-offs between various courses-of-action and projects.11. Trustee/stewardship approach to system planning & management.12. Act as staff advisor role to department’s executive leadership and support their leadership philosophy, intent and lawful authority.13. Conduct data-driven, objective planning operations.IRP Division – Departmental Planning Philosophy and Principles – 3  (in no particular order, priority or sequence)14. Frame planning products using elements of critical reasoning andintellectual standards.15. Acknowledge consequences of decisions, i.e., ‘if-then’.16. Predict ‘before’ performance measures needs [and compare to] assessed ‘after’ performance measures produced.8How the elements relate (build)We reasonfor apurposeand from apoint of viewwhich is based onassumptionshavingimplicationsandconsequences.We useinformation;we drawinferencesandconclusions;to answer aquestionor solve aproblem.weexamineconceptsandtheoriesElementsofReasoningTakingthinkingapart . . .after Richard PaulIntellectual StandardsIntellectualStandardsTesting the quality of your thinking. . .after Richard Paul- Clarity- Accuracy- Precision- Relevance- Depth- Breadth- Logic- Significance- FairnessA good start…What standards might you add for your discipline?91. Do you think spending is tied to long term asset performance?2. Do you think we efficiently allocate our funding across the four functional areas?  State-wide?  Real time?3. Do you feel allocation of funding really is a collaborative effort between central office and districts?  Or, between one district & another?4. Do you know how much funding we will have over the next 3 years?  5 years? 15 years?Setting the Stage … (Joe Gustin)1. Tie spending to asset performance.2. Allocate funding across functional areas.3. Central Office & District Partnership.4. Planning for Funding Uncertainty.5. Transition from MM Spending to Motor Fuel Tax.Setting the Stage … (Joe Gustin)101. Budget & revenue levels2. Performance measures & goals3. Cause & effect relationships4. Multi-agency environment & related constraints5. Breadth of view - executive focus6. Refinement of 2006 departmental reorganization7. Decentralization of programming / schedulingPlanning Constraints & Considerations1. Long-range planning (& air quality conformance)2. MPO coordination (& MPO Long-range plans coordination)3. Programming (& TIP / STIP development)4. Network modeling (traffic/network performance levels/goals)5. Long-term economic, budget & revenue levels6. Freight corridor planning7. Corridor development/assessment (& relinquishments)• FUTURE – regional/rural planning organizations- Integrated Resource Planning Division -Major Functional Areas of Responsibility111. Long-range planning (& air quality conformance)- Integrated Resource Planning Division -Major Functional Areas of ResponsibilityTransportation planning steps*Define the mission.*Conduct a situation analysis by assessing strengths and weaknesses and identifying opportunities and threats.*Set goals and objectives.*Develop related strategies (tactical and operational).*Monitor the plan’s execution.12Transportation planning steps (FHWA)? Monitoring existing conditions;? Forecasting future population and employment growth, including assessing projected land uses in the region and identifying major growth corridors;? Identifying current and projected future transportation problems and needs and analyzing, through detailed planning studies, various transportation improvement strategies to address those needs;? Developing long-range plans and short-range programs of alternative capital improvement and operational strategies for moving people and goods;? Estimating the impact of recommended future improvements to the transportation system on environmental features, including air quality; and? Developing a financial plan for securing sufficient revenues to cover the costs of implementing strategies.? IMPLEMENT PLAN (added)? ASSESS RESULTS OF PLAN (added)132. MPO coordination (& MPO Long-range plans coordination)- Integrated Resource Planning Division -Major Functional Areas of Responsibility3. Programming (& STIP / INSTIP development)- Integrated Resource Planning Division -Major Functional Areas of Responsibility14Choosing the Right Projects? It is easy to spend money.? It is hard to spend it wisely.? It is even harder to know how well you are spending when the results may not be evident for years.The Formality of Programming? Collecting “Investment Opportunities”? Adding Definition? Establishing Purpose & Need? Performing Due Diligence (Scope, Cost, Schedule).? Determining Benefit vs. Cost? Prioritizing within Functional Area? Matchmaking – Needs with Funding? Project Activation? Production154. Network modeling (traffic/network performance levels/goals)- Integrated Resource Planning Division -Major Functional Areas of ResponsibilityPerformance  =  f (Investment)16Trend of INDOT's Congestion Performance150.0200.0250.0300.0350.0Yr. 2000 Yr. 2001 Yr. 2002 Yr. 2003 Yr. 2004 Yr. 2005 Yr. 2006 Yr. 2007YearMiles of Congested RoadsCongestion Performance5. Long-term economic, budget & revenue levels- Integrated Resource Planning Division -Major Functional Areas of Responsibility1710011012013014015012/03 12/04 12/05 12/06 12/07Possible inflationFuture Years6. Freight corridor planning- Integrated Resource Planning Division -Major Functional Areas of Responsibility187. Corridor development/assessment (& relinquishments)- Integrated Resource Planning Division -Major Functional Areas of ResponsibilityComprehensive Project & Program Cost Estimating Index Factors[SECONDARY & TERTIARY COSTS]? Planning studies (significant projects only) 1(-)% - 2%? Environmental Document development 1(-)% - 2%? Preliminary engineering & design 5%    - 10%? Right-of-Way engineering, services & acquisition 10%    - 15%? Utility involvement engineering, svcs & constr. 3%    - 5%? Railroad involvement engineering, svcs & constr. 3%    - 5%? Construction 100%? Construction engineering 5%? Change orders 3%    - 10%? Relinquishment considerations 1(-)% - 10%? Index SUB-TOTAL: 31%    - 64%? Total Project Cost % of Construction Cost 31.0%-64.0%? Construction cost multiplier: x1.3  to  x1.6519• FUTURE – regional/rural planning organizations- Integrated Resource Planning Division -Major Functional Areas of Responsibility• The Integrated Resource Planning Division will accomplish long-range, network planning necessary to initiate delivery of the annual construction programs in order to sustain or improve network performance measures at or above acceptable levels.• - Method of accomplishment will include FAS(+) test:• Feasible• Acceptable• Suitable• Comprehensive & differentiated- Integrated Resource Planning Division -Preliminary Mission Statement20- Integrated Resource Planning Division -Preliminary Organizational ChartCOE MetaphorMore accurate, still probably misleading.There are multiple stakeholders in the spheres of planning.?Questions21Back-up  Slides- Integrated Resource Planning Division -Structure diagramI. Introduction: At least one paragraphII. Development: Two to five paragraphs each containing two to five pieces of evidenceIII. Conclusion: At least one paragraphLogical, orderly progress to next partTie the reasons together.Opening StatementThesis StatementID ReasonsTransition(logic)Major reason 1Major reason 2Evidence EvidenceEvidence EvidenceReview ReasonsThesis Restatement Closing StatementTransition(logic)Transition(logic)22Steps to Effective Communication1. Research:  Answers a question; fulfills the requirement; produces a thesis2. Plan:  Outline your thinking3. Draft:  Follow the outline; work fast4. Revise:  Apply critical thinking5. Proof:  Re-read; spelling; grammar6. Final Draft

INDOT Planning Organizational Changes: The New Integrated Planning Division

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INDOT Planning Organizational Changes: The New Integrated Planning Division

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