Professional Services Contract Manager Development and Certification Strategy: SPR 696 : Final Report
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2013-02-27
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Edition:Final report, Nov. 1, 2011 to Feb. 28, 2013
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Abstract:SCDOT hires many consultants to provide professional services in support of its planning, design, construction and maintenance projects. SCDOT personnel responsible for procuring and administering these professional service contracts, especially Contract Managers, have received no formal training and are provided with few official references. SCDOT also felt a need for a comparative analysis of state DOTs’ policies and practices to identify deficiencies and opportunities to improve SCDOT’s current professional service contracts procurement and administrative practices. In order to address SCDOT’s needs for formal procurement and administrative training as well as a comparative analysis of state DOTs’ policies and procedures, the objectives of this project were as follows: 1) Identify current SCDOT contract management policies and practices, 2) Evaluate policies and practices of Tech Report DOTs regarding professional services contract management, 3) Develop formal training material for SCDOT Contract Managers, 4) Develop and recommend “Best Practices” for SCDOT and identify opportunities for improvements in professional services contract management. These objectives were met by first studying and outlining SCDOT’s current procurement and administration practices and processes. To conduct the comparative analysis, seven southern state DOTs’ policies and practices were studied through a comprehensive literature review, state specific paper surveys, and personnel interviews. Best Practices were identified and recommendations for SCDOT were developed. A SCDOT training manual was created by studying SCDOT policy and process documents, and conducting interviews with SCDOT personnel. The manual was reviewed and validated during a pilot training session with SCDOT contract managers and the project steering committee. Five recommendations are made to SCDOT to continue the improvement of the professional services procurement and administrative practices and policies: 1) SCDOT should assign responsibility of the training material to the Chief Procurement Officer, 2) SCDOT decision makers should review the Best Practices and reference the document to guide the evolution of procurement and administration processes and policies, 3) SCDOT should hold an annual or bi-annual training session for current Contract Managers to review current practices, address issues, and implement changes, 4) SCDOT should break down the training material into subject specific sections and develop 15-20 modules that can be accessed online by Contract Managers, 5) SCDOT should develop a certification program for Contract Managers utilizing the online modules.
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