205240 sunny skies and smarter schools in san diego
•
0 gostou•237 visualizações
For more free articles and slides visit www.p6academy.com
Recomendados
Mais conteúdo relacionado
Mais procurados
Mais procurados (19)
Destaque
Destaque (20)
Semelhante a 205240 sunny skies and smarter schools in san diego
Semelhante a 205240 sunny skies and smarter schools in san diego (20)
Mais de p6academy
Mais de p6academy (20)
Último
Último (20)
205240 sunny skies and smarter schools in san diego
- 1. www.partnersconsulting.com enterprise talent cloud mobile Sunny Skies and Smarter Schools In San Diego Joel Splittgerber Program Controls Manager SDUSD Facilities Planning & Construction Michael DeAngelo Sr Software Engineer Partners Consulting Boulder, CO
- 3. www.partnersconsulting.com San Diego Unified School District Overview Second largest district in California 226 educational facilities with 14,438 employees 132,000 students - pre-school thru K-12 Very diverse student population representing 15 ethnic groups and more than 60 languages and dialects
- 4. www.partnersconsulting.com San Diego Unified School District Overview 14.9M square feet of buildings Average building age is 43 years: • 118 elementary and K-8 schools • 24 middle schools • 26 high schools • 14 atypical schools • 44 charter schools $1B annual operating budget • State budget cuts forced delay of many critical repairs • Repairs and new schools are funded thru capital bond measures
- 5. www.partnersconsulting.com Partners Consulting Serves a wide range of clients in the construction management and project planning domains including: schools districts, general contractors, municipalities, mining, and energy. Has been an industry leader in providing integration solutions since 2001. Has a dedicated team of subject matter experts excited to custom tailor integrations to solve your unique business needs.
- 6. www.partnersconsulting.com 6 San Diego Unified Background Two Capital Bond Measures • Proposition S 2.1B passed in 2008 about 25% completed • Proposition Z $2.8B passed in 2012 – will receive first bond sales of $518M in May Over 500 projects Project Delivery is primarily Design – Bid - Build (DBB) Secondary delivery is Indefinite Quantity Indefinite Delivery (IDIQ)
- 7. www.partnersconsulting.com Review of Software Systems San Diego Unified Facilities Planning and Construction is a project-driven organization Project Success is measured by: • Cost • Schedule • Quality PeopleSoft Ensures proper financial controls P6 Tracks Project Schedules PCM Manages Contracts
- 8. www.partnersconsulting.com 8 Oracle Primavera Contract Manager (PCM) Manage costs • Budgets • Estimates • Commitments • SACS Compliance Manage contracts • Change management • Vendor payments • Labor Compliance • Stop Notices • Retention Manage Correspondence
- 9. www.partnersconsulting.com 9 Oracle PeopleSoft (PSFT) Project Costing Module • Budgets • Encumbrances • Funding by line item • SACS Compliance Human Resources Payroll Benefits Position Allocations Manage Accounting functions: General Ledger Accounts Payable Accounts Receivable Asset Management
- 10. www.partnersconsulting.com 1 Primavera Project Management (P6) • Activities are cost and resource- loaded from PCM • Provides Earned Value Reporting • Measures Schedule Performance • Manages Resources for staffing • Forecasts cash flow over the life of the program and projects • Provides tools to forecast when new Bond sales are needed to prevent fund balances from being exceeded P6 provides the ability for the owner to properly manage multi-billion dollar Capital Project Programs.
- 11. www.partnersconsulting.com System Requirements Manage Projects Project Scope Project Schedule Integrated Across Systems Manage Costs Budges and Revenue Transparency Control Expenditures Manage Contracts Aware Contracts Pay Contractors Manage Changes Project Scope Budget Meet Expectations Ensure Data Integrity Reporting to Stakeholders
- 12. www.partnersconsulting.com Business Processes Work Breakdown Structure (WBS) Centric Level 1: Project ID Based upon school district facilities Department ID and number of projects at school site. Level 2: Subproject Follows the Project ID: 0-9 / A-Z Level 3: Phase Determined by Project Phase All three software systems (P6, PCM and PSFT) use this WBS structure
- 13. www.partnersconsulting.com Business Processes WBS Example Level 1 • 90030001 Level 2 • 1 Level 3 • D 90030001.1.D - Adams ES playground design
- 14. www.partnersconsulting.com Business Processes System Links Work Breakdown Structure allows all three systems to logically track schedule activities, budgets, estimates and committed costs. Between P6, PCM and PSFT Project Costing Module the key is the WBS and the “Referring Schedule Activity” to cost- load activities • In P6, each schedule activity resides in its distinct WBS path (Task / Activity ID / activity name is irrelevant). • In PCM, the corresponding “Referring Schedule Activity” WBS is placed in the document schedule activity tab / line item for the budget contract, the estimate and committed contract. • In PSFT Project Costing Module the Project ID, subproject and the WBS activity are placed in the corresponding project. So for Adams ES Playground equipment all three systems recognize that all costs associated with design will be placed into activity 90030001.1.D
- 15. www.partnersconsulting.com Business Processes Project Creation Projects are created in P6 with project type templates • New school construction • Technology and Infrastructure • Heating Ventilation and Air Conditioning • Renovation projects Projects are then created manually in PCM. Budget and Estimate imported in PCM • The Cost Schedule Engineer then imports the project contract budget and estimates into the PCM project. Import includes: • Cost codes • WBS referring activity ID • Cost Amounts
- 16. www.partnersconsulting.com Business Processes Cost-Loading P6 schedules are Cost-Loaded • WBS entries match PCM documents • Cost Accounts, Budgets, Cost at Completion, and Actuals are managed on the Resource Assignments Payments Are Made • Each WBS line activity has its resources updated to the correct cost • account with actual costs to date PCM Documents Created and Modified • Each WBS line activity has its resources updated to the revised amount: • Budget revisions • Contract change order
- 17. www.partnersconsulting.com Challenge To Meet expectations of excellence from previous capital bond programs Proposition S and Proposition Z realities • Value of programs = $4.9B • Ever-changing revenue stream • Increased number of projects • Ever-changing project execution planning • Increased Level of reporting • Intense scrutiny from community • Pressure to pay vendors more quickly • Minimize PMO costs • Staffing limitations – do more with less • Strains on personnel do to double-entry
- 18. www.partnersconsulting.com Partners Methodology During onsite workshops, we worked closely with Joel and other key stakeholders to identify requirements. Drawing from over a decade of experience we were able to identify key needs and goals. After the needs had been identify Partners proposed a phased approach to help the district realize its goals.
- 19. www.partnersconsulting.com Proposed Solution Phase I • Vendor Invoicing Application • PeopleSoft- PCM Invoice Integrations Phase II • P6-PCM Project Integrations • P6-PCM Financial Integrations • Copy Contract Application Phase III • PeopleSoft- PCM actuals integrations
- 20. www.partnersconsulting.com Dimension Framework • Sitting on top of a thoroughly tested set of base libraries Dimension gets solutions done faster. Rapid Development • Consists of core libraries and a set of connectors that allow for the communication to all of your systems. System Wide Integration • Provides transparency into systems and integration components. • Allows for auditing and exception notifications. Web Integration Manager (WebIM)
- 21. www.partnersconsulting.com Phase I Solution Overview
- 23. www.partnersconsulting.com Phase II Solution Overview
- 25. www.partnersconsulting.com Phase III – Looking Forward Ensure data integrity between systems • Reconcile costs and transactions from PeopleSoft to Primavera applications • Not all transactions originate in PCM • Challenge: Retrieve PeopleSoft transactions and then populate PCM with data into the correct projects / WBS Explore moving to Primavera Unifier • Migrate data from PCM • Maintain WBS system protocol • Maintain current P6 scheduling tool • Migrate current paper-based business processes to electronic processing • Add ability to track project bond scope within the project • Ability to fund projects at a more granular line-item level (i.e. design now, construction later) • Ability to track Facilities Condition Index data to the building level • Ability to use Uniformat tracking for repairs and capital improvement