Industrial & Manufacturing Heavy Construction & Infrastructure Heavy Civil Construction

Bridge & Tunnel Engineering

Capital construction programs where procurement discipline, schedule certainty, and field execution determine delivery.

Example organizations in this space: HNTB Jacobs WSP Parsons

This interactive experience is the shipped product itself — the same application code customers run in production, mounted read-only in your browser over a real sample journey. Not a video, not a mockup: because the demo and the product are one codebase, it can never drift from the real thing.

Inside this journey
  1. Pre-Sales

    Qualify and diagnose before investing in a full discovery cycle.

    1. Qualification

      Confirm funding source, procurement path (e.g., QBS), decision-makers, schedule window, and project scale before investing in full discovery.

      Qualification Questions

      Project scale and scope

      • So we make the best use of your time, briefly describe the type of structure(s) and the approximate count or extent in scope (for example single bridge, corridor with multiple bridges, tunnel segment).
      • For planning purposes, which cost bracket best matches the capital scale you expect to pursue for this project? Options: Under $500,000, $500,000–$2,000,000, $2,000,000–$10,000,000, $10,000,000–$50,000,000, Over $50,000,000, Unsure / prefer to discuss

      Funding and procurement

      • Is funding identified and available now for next-phase work, or is funding contingent? Options: Fully committed and available, Partially committed, Planned but not yet committed, Contingent on external approval (grant, legislative action), Not identified, Prefer not to say
      • Which procurement path will the buyer use for selecting the engineering partner? Options: Qualifications-based selection (QBS), Low-bid / design-bid-build, Best value RFP, Task order / on-call contract, Other, Unsure

      Decision-makers and technical influences

      • Who is the final decision maker for selecting the engineering partner? Options: Bridge program manager, Chief engineer, Procurement officer, Executive leadership, Governing board or authority, Other, Unsure
      • Which internal groups or roles will materially influence the technical evaluation and selection? Options: Bridge program office, Design division, Procurement office, Operations/maintenance, Environmental/permitting, External stakeholders (e.g., tolling, transit), Other, Unsure

      Schedule and readiness

      • What is your target procurement or notice-to-proceed window? Options: Within 1 month, 1–3 months, 3–6 months, 6–12 months, 12+ months, No set date / unsure
      • Are there hard external constraints that drive the timing (for example funding deadlines, permitting windows, seasonal access) we should know about?
    2. Outcome Discovery

      Align on asset inventory, condition priorities, success metrics, constraints, and the stakeholder decision process.

      Discovery Questions

      Getting Started: Your Program at a Glance

      • How many structures are in your active bridge and tunnel inventory? Options: Fewer than 100, 100–499, 500–1,999, 2,000 or more, Unsure / need to check
      • Which structure types make up the largest share of your inventory, select all that apply Options: Concrete girder bridges, Steel girder bridges, Segmental / prestressed concrete, Movable spans, Short tunnels / cut-and-cover, Bored or immersed tube tunnels, Other
      • Who in your agency owns the prioritization list for capital spending today? Options: Bridge program office, Design division, Project delivery office, Procurement office, Chief engineer, Other
      • Estimate the share of structures past their original design life, as a percent Options: Less than 10%, 10–25%, 26–50%, 51–75%, More than 75%, Unknown
      • Describe a recent prioritization decision your team made and what data or event tipped the balance
      • Which reporting format does your bridge management system export for condition and load-rating data, if any Options: CSV/Excel exports, BMS native format export, APIs available, PDF reports only, No standard export, Unsure
      • Point to the one structure that, if closed tomorrow, would force reallocation of your current fiscal year funds

      Where the Inventory Hides the Real Risk

      • If a single unexpected bridge closure hit your network, which three operational costs would spike first Options: Traffic rerouting and delay costs, Emergency repairs and contractors, Revenue loss (tolls or transit), Political and media response costs, Permitting and environmental mitigation, Other
      • List the asset attributes you trust least when planning rehabilitation Options: Deck condition, Superstructure condition, Substructure condition, Foundations and scour risk, Bearing and expansion devices, Embedded utilities and drainage, Other
      • How often do your element-level inspection reports include quantified uncertainty or confidence ranges Options: Always, Often, Sometimes, Rarely, Never, Not sure
      • Walk me through the last time a condition rating surprised leadership, what happened, and what you changed afterward
      • Where do you most often find gaps in inspection coverage: routine access, specialty probes, data format, or record continuity Options: Routine access (scaffolding, lane closures), Specialty probes (NDT, sounding), Data format/export issues, Missing historical records, Other
      • What single condition finding or data gap would make you pause awarding a rehabilitation contract right now

      When Funding and Schedule Bite

      • Who on your leadership team would veto an above-budget recommendation, and why would they object Options: Program manager, Chief engineer, Procurement director, Finance director, Executive leadership / commissioner, Multiple people, Other
      • In your current capital plan, which fiscal year must the work start to qualify for funding Options: This fiscal year, Next fiscal year, Within two years, Within three to five years, No fixed window / flexible
      • Could you describe the procurement path you must follow, QBS, low-bid, or other, and any agency thresholds that trigger additional reviews Options: QBS required, Low-bid required, Negotiated procurement allowed, Task-order or on-call contract, Mixed or threshold-based, Unsure
      • List the internal approvals and external reviews that regularly extend schedule, such as environmental clearance or procurement board reviews
      • If your procurement path requires QBS, which element of a proposed team would disqualify you from awarding Options: Lack of local experience, Missing key specialties, Insufficient past relevant projects, Unavailable named personnel, Conflicts of interest, Other

      Who Decides and How They Decide

      • Name the roles that must sign off before construction can begin and who holds the tie-breaking vote
      • Does your procurement office require that resumes and key personnel be pre-approved before award Options: Yes, always, Only for certain contracts, No, not required, Unsure
      • Tell me about stakeholders external to your agency who influence decisions, such as regional partners, oversight auditors, or toll authorities
      • Rank the three metrics that most sway your executive decision memos Options: Initial capital cost, Life-cycle cost, Risk reduction, Schedule certainty, Compliance with current standards, Public perception
      • Name, if anyone, who could single-handedly stop the project if their concerns are not addressed

      What You Stand to Lose by Waiting

      • Why does your team often defer rehabilitation until failure is visible rather than addressing condition trends earlier Options: Funding constraints, Staff capacity limits, Procurement complexity, Political priorities, Unclear data confidence, Other
      • Estimate the daily direct cost of an unexpected closure, including repairs, traffic detours, and enforcement Options: Under $50k, $50k–$250k, $250k–$1M, Over $1M, Unknown
      • What non-technical consequences do you worry most about, such as public trust, legislative scrutiny, or insurance impacts Options: Public and media backlash, Legislative or political pressure, Increased insurance or liability exposure, Operational disruption, Other
      • Describe a near-miss or failure in the last five years and what your agency changed in response
      • Would you cancel planned rehabilitation work, scale back to inspections only, or seek alternate funding if current funding is delayed beyond your target window Options: Cancel the planned work, Scale back to inspections only, Delay and keep scope, Seek alternate funding, Undecided

      The Other Options You Are Quietly Considering

      • When you compare outside firms, what is the single factor that makes you keep going back to the incumbent rather than switching Options: Local knowledge and relationships, Faster mobilization, Lower price, Proven delivery record, Ease of contracting, Other
      • Select the external options you are evaluating or have recently evaluated Options: Incumbent firm on existing task order, National design firm, Specialty inspection contractor, Consortium or joint venture, No external options, internal team only, Other
      • Identify the strengths the incumbent brings that you would need any new partner to match or exceed Options: Local construction contacts, Past delivery record on similar structures, Existing task orders, Known key personnel, Cost competitiveness, Other
      • Assuming your team proposed solving this internally, what would be the biggest missing capability or resource Options: Specialty inspectors, Seismic modeling capacity, Load-rating software and licenses, Construction staging expertise, Project management headcount, Other
      • Under what conditions would you keep your current approach rather than change to an outside partner Options: No additional cost, Faster schedule, Improved data confidence, No change to procurement, Internal headcount sufficient, Other
      • Pick one option on your short list that you would select if it guaranteed no change orders above 5 percent, and who would champion that choice

      Can You Meet the Practical Needs of a Rapid Engagement

      • Imagine your inspection data failed an external audit tomorrow, what would break first in your capital plan
      • Do you have GIS, bridge management, and historical inspection databases that we can ingest, and are APIs available Options: All three available with APIs, Exports available but no APIs, Partial datasets available, No digital exports available, Unsure
      • Where are the physical access constraints at your typical sites, such as shipping-lane restrictions, rail coordination, or night-only lane closures
      • Do you need us to provide named specialists, such as underwater inspectors, seismic modelers, or construction staging engineers Options: Yes, underwater inspectors, Yes, seismic/modeling specialists, Yes, construction staging engineers, Yes, multiple specialties, No, internal capacity exists, Unsure
      • Are there regulatory approvals, permits, or third-party agreements that could block the schedule if not already secured Options: Yes, permits required, Yes, third-party agreements needed, Both permits and agreements required, No known blocking approvals, Unsure
      • Identify the single missing item, such as third-party permits, access agreements, or a data export, that would force us to pause scope at kick-off

      Acceptance Criteria and Success Measures

      • Imagine your agency measured success by only one metric, which metric would change how we design the scope Options: Lowest initial cost, Lowest life-cycle cost, Shortest schedule to construction, Maximum risk reduction, Compliance with AASHTO and seismic standards, Public acceptance
      • Rank the measurable acceptance criteria you require for inspection and design deliverables Options: Element rating accuracy, On-time delivery, Clear constructability comments, BMS-ready data formats, Executable traffic staging plans, Detailed QA/QC notes
      • Explain how missed acceptance criteria typically translate into billing holds, retesting, or withholding of final payment
      • At what tolerance for schedule slippage does your agency require executive re-approval or changes in funding Options: 1–2 weeks, Up to 1 month, 1–3 months, Over 3 months, Depends on funding source
      • Point to the single deliverable that, if late or unacceptable, would prevent final acceptance and closeout Options: Final inspection report with ratings, Load-rating deliverable, Final design and plans, Traffic staging and lane closure plan, As-built documentation, Other

      Next Steps That Move the Timeline

      • Assuming you wanted to accelerate the timeline by one month, which decision would unlock that change and who needs to sign it
      • Is there a pilot or phased scope your team prefers to prove value quickly Options: Single structure pilot, Cluster of similar structures, Inspection-only pilot, Design + construction pilot, No pilot preferred
      • Provide the ideal timeline for decision, award, and first field work, in months from today Options: Decision within 2 weeks, Decision within 1 month, Decision within 2–3 months, Decision in 3–6 months, Longer than 6 months
      • Would immediate access to a sample inspection report, load rating, and a proposed scope of work accelerate your internal review Options: Yes, would accelerate significantly, Yes, somewhat, Maybe, No, it would not help
      • Explain which internal approvals would still be required before you could sign if a pilot shows a 20 percent reduction in estimated rehabilitation cost
  2. Site Workshops

    Conduct field visits, stakeholder interviews, and constructability walkthroughs to validate data and operational constraints.

    Working Meetings

    • Site Workshop Planning and Safety Kickoff
    • Site Field Workshop (repeat per site as needed)
    • Site Stakeholder Interviews
    • Constructability Walkthrough with Contractor and Field Engineering Input
    • Field Findings Validation and Next Steps Decision
    • Produce temporary works concept sketches and submit them for preliminary engineering review.
    • Compile interview notes into the stakeholder constraints matrix and include contact and approval authority details.
    • Schedule any required tabletop exercises or follow-up interviews for unresolved constraints.
    • Document restricted access windows and communicate them to the inspection and construction planning teams.
    • Present consolidated site constraints and proposed sequences
    • Validated temporary works concept suitable for preliminary design review.
    • Prioritized constructability risk register with estimated schedule or cost impact.
    • Clear list of items requiring detailed design, vendor input, or permit actions.
    • Confirm workshop objectives and success criteria
    • Update the constructability risk register and assign resolution priority for each item.
    • Request vendor or subcontractor input where special equipment or methods are identified.
    • List required approvals and start the permit approval process for temporary works.
    • Recap consolidated site logs and constraints
    • Documented decision on next-phase scope including required follow-up inspections and phasing approach.
    • Chosen procurement approach for construction and specialized services to be used in the next phase.
    • List of unresolved items with required evidence or tasks to close them and target completion dates.
    • Publish the consolidated field findings summary and the decision record to the shared workspace.
    • Schedule follow-up inspections and set target dates for testing and detailed assessments.
    • Update the engagement scope of work and fee assumptions to reflect decisions made.
    • Prepare procurement notes recommending QBS or contractor procurement steps aligned with the agreed path.
    • Approved site workshop schedule with dates, participants, and repeat instructions if multiple sites exist.
    • Safety and access requirements for each site documented and any missing permits identified.
    • Pre-visit data pack template and data capture checklist confirmed for all field teams.
    • Produce and distribute the site workshop schedule and participant roster for each site.
    • Assemble and upload pre-visit data packs including drawings, prior inspection reports, and access maps.
    • Initiate permit or access requests for identified lane closures and restricted areas.
    • Prepare inspection equipment and NDE booking list based on agreed data capture needs.
    • Record and prioritize follow-up inspections for elements needing detailed assessment.
    • Produce scanned copies of on-site constructability sketches for engineering review.
    • Log any newly discovered permit or stakeholder requirements discovered on site.
    • Safety briefing and access confirmation
    • Site condition verification log with photos and measurements for inspected elements.
    • Site constraints register listing traffic, access, utilities, and staging limits with severity tags.
    • List of follow-up inspections or tests required at the site, with target dates.
    • Upload the completed site condition log, photos, and geotagged attachments to the shared workspace.
    • Confirm interview objectives and map decision authorities
    • Stakeholder constraints matrix showing operational limits, preferred windows, and approval authorities.
    • Confirmed list of maintenance history items that affect scope or sequencing decisions.
    • Established communication and escalation protocol for field discoveries.
    • Review site list, roles, and required participants
    • Present recommended next steps for inspections and design scope
    • Interview operations and maintenance staff
    • Solicit contractor feedback on access, shoring, and staging
    • Rapid element-level walkdown and verification
    • Identify and quantify constructability risks
    • Resolve outstanding objections and unresolved items
    • Capture operational and physical constraints
    • Interview traffic management and emergency services
    • Confirm access, permits, and traffic control windows
    • Sketch constructability options and sequencing notes
    • Define data capture standards and equipment needs
    • Validate maintenance and incident history
    • Agree temporary works concept and approvals needed
    • Decision and assignment of next-phase actions
    • Agree communication and escalation protocol
    • Confirm outstanding information and next inspections
    • Assign items for immediate resolution or detailed design
    • Finalize schedule and distribute pre-visit packets
  3. Concept Alternatives Review

    Compare rehabilitation, retrofit, and replacement options with traffic staging, cost, schedule, and risk trade-offs in the buyer's context.

    Solution Experience

    • Concept Alternatives Review
    • Confirm the current state and its cost
    • You confirm the quantified trade-offs among cost, schedule, traffic staging, and risk for the presented concepts.
    • Provide prioritized list of structures and the current condition reports, traffic counts, and critical access constraints for the top three structures.
    • You identify a preferred concept to advance or list the specific evidence remaining before you can decide.
    • Walk through the options matrix
    • Provide the agency funding window, procurement constraints, and the decision deadline.
    • You agree on the deliverables and timing required to finalize scope and procurement-ready documentation.
    • Apply options to your priority structure
    • Produce a concept comparison memo with cost ranges, traffic staging diagrams, schedule windows, and a risk register for the preferred concept within five business days.
    • Review risks, compliance, and funding implications
    • Draft an acceptance-criteria checklist that defines what evidence you require to move a concept into Engagement Scope.
    • Validate preferred concept and acceptance criteria
    • Concept Alternatives Review
    • Concept Alternatives Review Deck
    • Concept Alternatives Solution Brief
    • meeting
    • slides
    • document
  4. Engagement Scope

    Define phases, deliverables, responsibilities, assumptions, exclusions, and measurable acceptance criteria for inspections, design, and construction support.

    Scope Configuration

    • Element-level NBIS Bridge Inspection and Rating Delivery
    • AASHTO-compliant Load Rating Calculation and Report
    • Seismic Retrofit Design Package (plans, specs, details)
    • Rehabilitation Design for Element-level Repairs
    • Final Design Package for Bridge Replacement
    • Construction Staging and Traffic Control Plans
    • Temporary Support and Falsework Design
    • Shop Drawing Review and RFI Response
    • Construction-phase Engineering and Field Inspection
    • As-built Record Drawings and Documentation
    • Underwater/Substructure Inspection and Scour Documentation
    • Bridge Component Repair Details and Material Specifications

    Scope Questions

    Element-level NBIS Bridge Inspection and Rating Delivery

    • Which NBIS inspection cycle do you require for the listed structures (two-year, four-year, or special element inspection)? Options: Two-year (NBIS routine), Four-year (NBIS routine), Special / condition-driven inspection
    • When was the last element-level inspection and NBI report uploaded to your bridge management system (BMS)? Options: Less than 6 months, 6 to 24 months, More than 24 months, Never / no digital upload
    • Provide the NBI/element inventory export format you require populated (NBI fields, element IDs, element condition codes, GPS coordinates).
    • Specify nondestructive testing (NDT) requirements for steel and concrete elements (visual only, magnetic particle, ultrasonic, half-cell, carbonation mapping). Options: Visual only, Magnetic particle / dye penetrant, Ultrasonic thickness, Half-cell / corrosion potential, Carbonation / chloride mapping, Other
    • List the structure types and element groups to be inspected (steel girder superstructure, concrete deck, prestressed elements, bearings, expansion joints, substructure units).
    • Identify any agency NBIS exceptions, waivers, or modified protocols we must follow during inspection (reduced access, element exemptions).
    • Confirm which deliverable formats you require for NBIS submissions (pdf report, CSV element export, BMS direct import template). Options: PDF inspection report, CSV element export, BMS import template, Geotagged photo package, Other
    • Are there specific safety or access protocols for your sites (lockout/tagout LOTO, confined space entry, traffic control for lane closures)? Options: Standard agency LOTO/confined space, Enhanced PPE / dive protocols, Night shift access only, No special protocols
    • Who will own final NBIS uploads and signature acceptance in your BMS (bridge program admin, inspection coordinator, external consultant)? Options: Bridge program admin, Inspection coordinator, External consultant to upload, Other

    AASHTO-compliant Load Rating Calculation and Report

    • Which AASHTO standard should govern the load rating: AASHTO LRFD 8th edition, a local adopted LRFD version, or ASD legacy ratings? Options: AASHTO LRFD (latest adopted by agency), Agency-adopted LRFD edition, ASD / legacy rating
    • When do you need the preliminary versus final load rating deliverables relative to procurement milestones (e.g., preliminary 30 days after inspection, final 45 days before advertisement)? Options: Prelim 30 days after inspection, Prelim 60 days, Custom schedule (describe)
    • Provide the live-load models or existing analysis files to be used (finite element models, rating spreadsheets, previous ST4/ST7 files).
    • Specify the target allowable rating thresholds you require for decision making (legal loads only, HL-93 design truck, specified municipal permit loads). Options: Legal loads only, HL-93 design load, HL-93 + permit/oversize loads, Custom permit threshold
    • List the set of structure limit states you want included in the report (service, strength, fatigue, seismic drift limits). Options: Service, Strength, Fatigue, Seismic drift, Other
    • Identify required deliverable components (rating calculations, load rating summary table, assumptions log, calibration records for instrumented testing). Options: Full calculation package, Rating summary table, Assumptions log, Instrument calibration records, Other
    • Confirm which format you need for agency submittal and archiving (AASHTO-compatible spreadsheet, PDF signed report, BMS upload). Options: AASHTO spreadsheet, Signed PDF report, BMS import template, Other
    • Who is responsible for approving rating assumptions where design details are missing (bridge office reviewer, design division, peer reviewer)? Options: Bridge office reviewer, Design division, Independent peer reviewer, Other

    Seismic Retrofit Design Package (plans, specs, details)

    • Select the Seismic Design Category (SDC) and target performance level to be used for retrofit design (SDC A through F, immediate occupancy, life safety, collapse prevention). Options: SDC A-B, SDC C, SDC D, SDC E-F, Target: Immediate occupancy, Target: Life safety, Target: Collapse prevention
    • When were the structures last evaluated for seismic performance and do you have previous seismic evaluation reports to incorporate? Options: Less than 2 years, 2 to 5 years, More than 5 years, No prior seismic report
    • Provide the agency seismic standards to apply (AASHTO LRFD Seismic provisions, state supplemental provisions).
    • Specify retrofit approaches preferred for your context (performance-based strengthening, capacity-increasing element replacement, isolation, energy dissipation devices). Options: Capacity increase / strengthening, Seismic isolation, Dampers / energy dissipators, Replace with seismically conforming spans, Performance-based design
    • List site constraints affecting retrofit (limited construction windows, over-water work, adjacent utilities, rail coordination).
    • Identify required deliverables for the retrofit package (plans, specs, detail sheets, sequencing drawings, construction staging notes). Options: Complete plans and specs, Detail sheets only, Sequencing drawings, Temporary works details
    • Confirm whether you require calculation-level peer review or an independent seismic peer review prior to advertisement. Options: Independent peer review required, Internal review only, No peer review required
    • Are there funding or permitting constraints that set hard schedule dates for retrofit completion (federal grant milestone, bridge closure window)?

    Rehabilitation Design for Element-level Repairs

    • Specify the common element repair types you expect in scope (concrete patching, cathodic protection, bearing replacement, joint replacement, steel section repair). Options: Concrete patching, Cathodic protection, Bearing replacement, Joint replacement, Steel section repair, Other
    • When should preliminary repair sketches and cost estimates be delivered relative to the inspection report (e.g., within 2 weeks of inspection)? Options: Within 2 weeks, Within 4 weeks, Within 8 weeks, Custom
    • Provide your agency standard specifications and any local special provisions to incorporate into repair design (standard spec section numbers, material grade requirements).
    • Identify required QA/QC documentation for repairs (material certificates, weld procedure specifications WPS, post-repair NDT reports). Options: Material certificates, WPS / PQR, Post-repair NDT, Field installation photos, Other
    • List any environmental or permitting limits for repair work (in-water work windows, turbidity thresholds, permit-required silt curtains).
    • Confirm whether contract documents should include contractor means and methods restrictions for traffic staging or lane-by-lane deck repairs. Options: Include restrictions, No restrictions, contractor to propose, Agency to review contractor plan
    • Identify owners for acceptance of finished repairs and required acceptance evidence (engineer's field observation log, as-built photos, material test reports). Options: Agency engineer sign-off, Third-party inspection acceptance, Contractor QA documentation only

    Final Design Package for Bridge Replacement

    • Select the level of final design completeness required for advertisement (95 percent plans, 100 percent plans with specifications, plans plus geotech final report). Options: 95% plans for review, 100% plans and specs, 100% plus geotechnical final report
    • When must final design milestone approvals be achieved to meet procurement windows (e.g., plans complete 60 days before advertisement)? Options: 60 days before advertisement, 30 days before advertisement, Custom schedule
    • Provide required permit approvals that must be reflected in final plans (USACE permit, state environmental permit, coastal zone consistency).
    • Specify agency plan check deliverables and formats (microstation/DGN or AutoCAD/DWG plan files, PDF plan sets, specifications in Word). Options: MicroStation/DGN, AutoCAD/DWG, PDF plan set, Word specs, Other
    • Identify acceptance criteria that will validate the final design package for advertisement (plan set signed by PE, permit evidence, cost estimate within contingency).
    • List geotechnical deliverables required for foundation design (final subsurface report, pile capacity curves, scour analysis). Options: Final subsurface report, Pile capacity curves, Scour analysis, Settlement analysis
    • Confirm whether value engineering or constructability reviews are required as part of final design delivery. Options: Yes, VE review required, Constructability review only, No additional review

    Construction Staging and Traffic Control Plans

    • Select the maintenance of traffic (MOT) constraints to be addressed (full closure, lane drop, nighttime lane shifts, contraflow). Options: Full closure, Lane drop, Nighttime-only closures, Temporary contraflow
    • When are your permitted lane closure windows and how should they constrain staging (weekday off-peak, weekend, overnight only)? Options: Weekday off-peak, Weekend, Overnight only, No lane closure allowed
    • Provide required permit deliverables for traffic control (method statement for encroachment permit, traffic control plans sealed by certified MOT designer).
    • Specify the approvals required from third parties for staging (transit agency coordination, rail corridor permit, waterway authority).
    • Identify required traffic-control deliverables (stage-by-stage plan sheets, temporary signing and striping plans, pedestrian detour plans). Options: Stage-by-stage plan sheets, Temporary signing/striping, Pedestrian detour plans, Signal modification details
    • Please confirm the acceptance criteria for traffic control plans (agency permit issued, third-party approvals, lane-closure sequencing approved).
    • List any insurance, bonding, or contractor qualifications the MOT plan must assume (minimum insurance levels, traffic control CA/CE certifications).

    Temporary Support and Falsework Design

    • Specify whether temporary support will include shoring towers, falsework trusses, or temporary bearings for each structure type. Options: Shoring towers, Falsework trusses, Temporary bearings, Cofferdam works
    • When must falsework calculations and erection drawings be submitted relative to the contractor submittal schedule? Options: Prior to contractor submittal, Concurrent with submittal, Within 14 days of NTP
    • Provide geotechnical constraints for temporary support design (shallow bearing capacity, H-pile refusal depth, groundwater elevation).
    • Identify live-load and construction-stage load cases to be included in temporary support checks (partial span loading, erection cranes, staged demolition).
    • Confirm required documentation for falsework approval (calculation package stamped by PE, erection sequence, inspection checklists). Options: PE-stamped calculations, Erection sequence drawings, Field inspection checklists
    • List any site-specific constraints for temporary works (over-water buoyancy limits, rail corridor clearances, restricted crane set locations).

    Shop Drawing Review and RFI Response

    • Select the shop drawing types we will review (steel shop drawings, precast concrete panel shop drawings, falsework submittals, mechanical bearing shop drawings). Options: Steel shop drawings, Precast concrete, Falsework submittals, Bearing shop drawings, Other
    • When should the shop drawing review turnaround times be defined for the contract (10 working days, 15 working days, expedited 5 days)? Options: 5 working days (expedited), 10 working days, 15 working days
    • Provide the RFI tracking format you prefer (spreadsheet log, online RFI tracker, agency E-Builder/CMIS system). Options: Spreadsheet log, Online tracker, Agency CMIS, Other
    • Identify required submittal review acceptance criteria (commented return within turnaround, stamp of 'reviewed' with dated comments, re-submittal limits). Options: Return with comments, Stamped 'Reviewed' with date, Two re-submittal limit
    • Specify qualification required for reviewers (PE stamp required, specialist reviewer for bearings, welding inspector for steel). Options: PE stamp required, Specialist reviewer required, Welding inspector required
    • Who will log and assign RFIs during construction (agency CM/third-party inspector/consultant)? Options: Agency CM, Third-party inspector, Consultant to log and assign

    Construction-phase Engineering and Field Inspection

    • Select the field inspection frequency you require (daily QC inspection, three times weekly, weekly milestone-based). Options: Daily QC, 3x per week, Weekly, Milestone-based
    • When will major milestone inspections be scheduled (pier excavation complete, deck pour, bearing replacement)?
  5. Mutual Commit

    Finalize the SOW, fee schedule, schedule milestones, procurement compliance items, and governance for the engagement.

    Agreement Modules

    • Master Services Agreement (MSA)
    • Statement of Work (SOW)
    • Fee Schedule & Billing Terms
    • Project Milestones & Schedule Annex
    • Procurement Compliance & QBS Rider
    • Governance, Change Control & Decision Matrix
    • Insurance, Bonds & Risk Allocation Exhibit
    • Subconsultant & DBE/ESBE Participation Plan
    • Authorization to Proceed / Notice to Proceed (NTP)
    • Change Order Agreement
  6. Delivery

    Operationalize delivery with readiness checks, staged execution, and acceptance sign-offs.

    1. Pre-Deployment Readiness

      Lock concrete execution facts — permits, access windows, lane-closure plans, third-party approvals, and named owners before fieldwork begins.

      Pre-Deployment Questions

      Environment and site access

      • Which specific site(s) will field teams visit? List short site names or IDs, one per line (so we can prepare site-specific plans).
      • Are physical access permissions (right‑of‑entry, property access, ROW permissions) approved for each listed site? Options: All sites approved, Partial approvals — will list outstanding sites next, No approvals in place
      • If approvals are partial or missing, list each site without access and the named owner responsible for securing access (name and role only).

      Permits, lane closures, and traffic control

      • Have the required construction and lane‑closure permits been issued for the planned work (including municipal, county, state, or permittee traffic authority)? Options: All required permits issued, Some permits issued — will list outstanding, No permits submitted/issued
      • If some or no permits are issued, list each outstanding permit type and the issuing agency or permit owner (agency name and contact role).
      • Are lane‑closure windows and traffic control plans approved with named responsible parties for setup/removal at each site (so crews can mobilize on confirmed dates)? Options: Yes — windows and owners confirmed for all sites, Partial — some windows or owners pending, No — traffic control not yet planned

      Third‑party approvals and site constraints

      • Which third‑party approvals are required before fieldwork (select all that apply)? Options: Utility owner approval, Railroad approval, Waterway/harbor authority (e.g., bridge opening/USCG-type), Port or marina authority, Toll authority coordination, Historic/archaeological clearance, Environmental regulator (permits/consultation), Other
      • For any required third‑party approvals that are outstanding, list the entity, the approval type, and the named buyer owner responsible for securing it.

      People, timing, and hard constraints

      • Who is the buyer's named on‑site owner (name and role) responsible for daily access, coordination with crews, and accepting site handovers?
      • What is the confirmed fieldwork start date (first onsite activity)? If not confirmed, provide the target week or month (this date will drive permit and traffic bookings).
      • Are there blackout windows or scheduling constraints that prohibit lane closures or heavy activity at any site (events, seasonal limits, commuter peaks)? Options: No blackout windows, Yes — will list blackout windows in next question
      • If yes, list blackout windows per site with dates (or recurring rules) and the owner who enforces each restriction.
    2. Construction & Inspection Execution

      Execute inspections, load-rating and seismic analysis, design development, shop drawing review, RFIs, and field observation with clear sequencing and owners.

    3. Deliverable Acceptance

      Formal client sign-off on inspection reports, load ratings, design deliverables, and milestone acceptance required for billing and closeout.

      Checklist items

      • Receive written acceptance for final inspection report
      • Obtain formal sign-off on load-rating deliverables
      • Secure signed acceptance of final design deliverables
      • Confirm closure or formal acceptance of all safety-critical findings
      • Resolve and record disposition of outstanding RFIs, submittals, and field observations
      • Deliver final as-built package and obtain buyer acceptance
      • Provide compliance and standards checklist signed by buyer
      • Update agency asset/bridge-management records and confirm acceptance
      • Confirm repository access and archival of final closeout package
      • Obtain formal milestone acceptance authorizing final/billed invoice
  7. Outcomes & Asset Management

    Confirm achieved outcomes, hand off deliverables and as-builts, and maintain a shared channel for warranty items, punchlists, and enhancements.

    Success Reviews

    • Go-live Health Check (weeks 1-4)
    • First Measurement Review (weeks 4-10)
    • Handover and Warranty Closeout (around day 90)
    • Quarterly Operational Review (ongoing quarterly)
    • Annual Outcomes and Lessons Learned Review (yearly)

    Issues & Enhancements

    • Ensure SLA compliance on warranty responses and record any missed SLAs for remediation.
    • Produce a prioritized punchlist with target close dates and required resources.
    • Deliver a gap checklist for as-built packages showing missing items and acceptance criteria tied to the Engagement Scope stage.
    • Schedule a mid-point check on high-risk warranty items within 30 days.
    • Formalize deliverable handoff
    • Buyer confirms receipt of the full as-built and closeout package and acknowledges access arrangements.
    • Warranty and punchlist channels are operational with SLAs and reporting cadence agreed.
    • Publish the final closeout package to the agreed repository and circulate the index.
    • Create the warranty response protocol document with contact points and SLA timers.
    • If applicable, provide a confirmation record that the incumbent system is decommissioned or retained read-only and that data archiving is complete.
    • Current-state metrics and trends
    • Agree concrete actions to reduce open warranty items and improve asset record completeness toward the Engagement Scope targets.
    • Reconfirm handover scope and acceptance references
    • Update the warranty item tracker with new target close dates for items failing SLA compliance.
    • Schedule any required field verifications needed to update asset records in the bridge management system.
    • Produce a short quarterly summary for the buyer's asset managers documenting metric movement and outstanding risks.
    • Yearly metrics and compliance review
    • Confirm whether long-term outcome metrics meet the targets recorded in the Engagement Scope stage and document gaps.
    • Produce a concise lessons learned record with recommended process changes for future projects.
    • Publish the annual metric dashboard and lessons learned summary to the agreed repository.
    • Create an implementation list of process changes for the buyer to consider in future capital program specifications.
    • Confirm the buyer has access to all required as-built repositories and templates.
    • Document and assign remediation for any deployment blockers with committed resolution dates.
    • Publish an access and document-structure verification checklist and circulate for confirmation.
    • Create a short remediation plan for each blocker with target completion dates.
    • Present measurement snapshot
    • Establish whether punchlist closure rate and as-built completeness meet the targets recorded in the Engagement Scope stage.
    • Agree specific corrective actions and target dates to reach scope targets before the closeout window.
    • Deployment and documentation sanity checks
    • Root-cause analysis for any shortfalls
    • Warranty and defect trend analysis
    • Persistent or recurring issues
    • Establish warranty and punchlist workflow
    • Punchlist and warranty item triage
    • Incumbent system wind-down checklist
    • Enhancement and minor change queue
    • Early adoption signals from the field
    • Handover and documentation effectiveness
    • Outstanding technical clarifications and RFIs
    • Action tracker and SLA compliance
    • Confirm Deliverable Acceptance status
    • Lessons learned and recommended process changes
    • Open blockers and immediate remediation
    • Agree remediation plan and next measurement date
    • Adjustments to the support cadence
    • Document acceptance evidence and closeout package
    • Next check and communication channel
    • Publish findings and archival of the closeout record
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