Implementing a Construction Strategy – Playbook Review Part 7

In part six, we discussed the various elements of an effective communication strategy when implementing a resilience program. Now, we will explore how to implement a construction strategy. This step is discussed in chapter five of PDi2’s Utility Infrastructure Resiliency Playbook.

Ideally, defining program scope, assessing resourcing implications, and contracting strategy should be discussed in the planning phases. Internal or contractor scope of work would normally be defined when the program or project concept is defined. The project concept then becomes the lens through which the resourcing strategy, contracting strategy, sourcing strategy, and project delivery tactics are selected.

Resourcing Strategy

Once the resiliency program is defined and the phasing pace identified, an assessment of needed resources can take place. Key among these resources are construction labor and supervision. Many electric utilities maintain significant internal construction and crew resources and utilize contractors when peak capacity warrants. As the resource needs are defined, a later decision on the use and application of internal crews versus contractor crews is required. 

Contracting Strategy 

The first steps of a contracting strategy should be setting a sourcing strategy for the design, right of way acquisition, and construction services associated with the resiliency program. Next comes the selection of project delivery tactics, followed by making an insourcing versus outsourcing decision (discussed more fully in the next post). One of the drivers of the insourcing versus outsourcing decision is an estimate of resources needed and the implications of the utility to building or hiring this workforce.

Sourcing Strategy 

A sourcing strategy involves first deciding whether the owner prefers a more arms-length or collaborative/integrated relationship with service providers to execute the resiliency program. A more arms-length approach or traditional approach is easier to implement and understand. A collaborative or integrated sourcing strategy offers the potential for lower long-term cost, risk reduction, and process improvement. Given the visibility of these types of programs, the long-term nature of them, the opportunity for process refinement or improvement, and the regulatory oversight, a sourcing strategy offering risk reduction may prove beneficial.

Project Delivery Tactics 

Once a decision is made on a sourcing strategy, the next major decision is to select a project delivery system for the resiliency program. The project delivery system defines how individual projects or bundles of work will be undertaken. There are three tactical decisions to answer and the combination of all three of these decisions equals a project delivery system.

  1. What contract vehicle or method will you use to select a price?
  2. How will you manage the design/construction process?
  3. How will you build the job?

Download the Playbook

Once the various strategies are in place, the next part of resiliency program implementation involves insourcing vs outsourcing tactics, field productivity reporting, and implementing program KPIs. For a deeper look at the nuances of developing a resiliency program and relevant case studies, download a free copy of PDi2’s Utility Infrastructure Resiliency Playbook.

October 2019

Utility Resiliency Playbook

Developed by PDi2

Rachel Mosier

Principal Engineer and Vice President
Power Delivery Consultants, Inc.
Associate Member, PDi2

Rachel Mosier, Principal Engineer and Vice President of Power Delivery Consultants, Inc. (PDC) joined the organization in 2006 and specializes in underground (UG) cable system design, specification, installation, operation, and maintenance. She is responsible for engineering analysis, specification and bid review for UG cable projects both for utilities and architect-engineers. Ms. Mosier has in-depth experience performing cable factory audits, has reviewed publications, conducted technical and economic studies, and prepared and given testimony in utility hearings. She also is experienced in failure analysis and subsequent cause determination and mitigation. Prior to joining PDC, Ms. Mosier worked as an engineer with Northeast Utilities Service Company (now Eversource) where she planned, coordinated and performed engineering assignments related to the design, construction and operation of underground distribution and transmission systems. Ms. Mosier is a Senior Member of the IEEE, its Power & Energy Society and Standards Association. She served as the longest standing chair of the IEEE Insulated Conductor Committee (ICC), and is an active member of several working groups within ICC and CIGRE. Ms. Mosier also served as a utility advisor on several EPRI projects and was a member of the AEIC Cable Engineering Committee. Ms. Mosier has a BS in Engineering from the University of Connecticut and an MS in Power Systems Management from Worcester Polytechnic Institute.

Mathew Raymond

Underground Transmission Division Manager
Haugland Energy LLC
Associate Member, PDi2

Mathew Raymond, Underground Transmission Division Manager, has over 12 years of field experience in the construction industry, and has worked in all phases of construction including project management, business development, estimating, project scheduling, costing, budgeting, supervision and claims/change order processing. Prior to moving over to Haugland Energy in 2015, Mr. Raymond worked for 2 years with ABB and 6 years with CB&I. He has worked in the capacity of Project Manager, Process Manager, Contracts Specialist, and Business Development, accumulating a list of notable project achievements for clients including: PSE&G, PSE&GLI, Deep Water Wind, NYPA, NSEG, GEMMA Power, NRG, and Georgia. Mr. Raymond has a Masters Certificate in Government & Commercial Contract Management from Villanova University and a BA in Political Science (Pre-Law) from Coastal Carolina University.

LinkedIn

Ivan Jovanovic

Managing Director, Cable Accessories Business Unit (CABU)
G&W Electric
Associate Member, PDi2

Ivan has global responsibility for MV and HV cable accessory product lines for G&W Electric Company, a specialized manufacturer and marketer of high-voltage electrical equipment for distribution and transmission networks. His responsibility includes leading product management, marketing, R&D and engineering for the CABU. With nearly 20 years at G&W Electric, Ivan has also served as General Manager, Cable Accessories Engineering Department; and Product Development Engineer. Previously to joining G&W Electric, Ivan was a Research Engineer for the Nikola Tesla Electrical Engineering Institute in Belgrade, Serbia. He received a Master of Science in Electrical Engineering from the University of Belgrade, and an MBA from Loyola University Chicago. Ivan also leads IEEE and CIGRE working groups and is Chairman of IEEE 48/404 Standard for transmission CA; and is the US member in IEC 62271-209 Standard for cable connections to Gas Insulated Switchgear.

LinkedIn

Brent Richardson

Marketing Development Manager, North America - DOW
Voting Member PDi2

Brent represents Dow’s Wire & Cable business to the utility industry in North America. Prior to joining Dow in May of 2007, Brent worked for nearly 25 years for Duke Energy in Charlotte, NC. His experience includes many components of the utility business including Field Engineering, Distribution Standards, Project and Product Management and Marketing. He received a BS in Electrical Engineering from Virginia Tech and is a registered Professional Engineer in NC and SC. He is also a Senior Member of the IEEE and the Insulated Conductors Committee and has made numerous presentations to the IEEE, the ICC and other industry organizations. In the ICC, Brent serves as Chair of Discussion Group A14D –Cable Standards and Vice Chair of Subcommittee A-Cable Construction and Design.

LinkedIn

Ben Lanz

Director of Applications Engineering, IMCORP
Vice-chairman/Voting Member PDi2

After 20 years in the power cable industry, Mr. Lanz currently holds the position of Director of Applications Engineering at IMCORP and has technical oversight of power cable life cycle consulting. He is a Senior Member of the IEEE Power & Energy Society, a voting member of the IEEE Standards Society, and a member of the IEEE Dielectrics and Industrial Applications Societies. He has served as Chairman of the Insulated Conductors Committee (ICC) technical committees responsible for cable testing, cable reliability and surge arresters, Chairman of the American Wind Energy Association (AWEA) O&M Balance of Plant technical subcommittee, a UL technical study committee member for MV and HV DC cables and is a reviewer and voting pool member for InterNational Electrical Testing Association (NETA) standards. Mr. Lanz received his electrical engineering degree from the University of Connecticut (UCONN) under mentorship of Director of the Institute of Material Science Electrical Insulation Research Center (EIRC), Dr. Matthew Mashikian. He has published over a dozen papers on power system reliability, asset management, and diagnostics and regularly presents on the topics.

LinkedIn

David Lindsay

Marketing Manager – Energy Borealis Compounds, Inc.
Chairman/Voting Member PDi2

David Lindsay is currently Marketing Manager for the Energy business of Borealis Compounds, Inc. in North America. He has over 20 years in the US wire and cable business, working at manufacturers, non-profit organizations and electrical contractors. His experiences range from research and product development, to manufacturing, construction and installation of EHV cable systems. At Borealis he is responsible for customer and end-use marketing, and strategic planning of all wire and cable related product lines.

David serves on the NEETRAC Advisory Board, is actively involved in IEEE Insulated Conductor Committee and is past US representative to Cigré SC B1. He holds a Bachelors of Materials Engineering from the Georgia Institute of Technology and Masters of Business Administration from the University of West Georgia.

Brian Hunter

Regional Manager
TT Technologies, Inc
Associate Member PDi2

Brian Hunter is a regional manager with TT Technologies, Inc., a trenchless equipment manufacturer based out of Aurora, Illinois. He has been successfully managing the sales and service of this equipment in the southeast US for nearly 21 years. He is a graduate of Clemson University with a bachelor’s degree in mechanical engineering. He is a member of various underground utility organizations such as NUCA, NASTT, SGA, SCRWA, NCRWA, ASCE, AREMA, ICC, NCAWWA-WEA, & SCAWWA-WEA. Brian was recently a key partner in the successful pilot underground steel pipe replacement project involving EPRI, PDC, & ATC. This underground pipe replacement process (pipe splitting) will significantly reduce the amount of excavation and time needed to replace current pipe-type cable steel lines with a new larger host pipe. Brian looks forward to contributing his extensive underground knowledge with Power Delivery Intelligence Initiative (PDi2 ).
LinkedIn

Nathan Rochel

Department Manager, T&D
Burns & McDonnell
Partner Member PDi2

Nathan Rochel is an electrical engineer specializing in the design of underground transmission lines and managing the underground transmission team at Burns & McDonnell Engineering. Throughout his 10-year career in underground transmission, he has been involved in the design and/or construction of underground transmission projects ranging from 15-kV through 500-kV. These projects include multiple cable technologies including HPFF, HPGF, EPR, XLPE and HVDC cables. Mr. Rochel’s experience includes projects in major metropolitan areas for clients throughout North and South America.

John W. Fluharty, II

Quanta Services Inc.
Partner Member PDi2

John W Fluharty, II is currently working as part of Quanta Services, Inc.’s (Quanta) underground cable group that performs large underground electrical projects.

Previously Mr. Fluharty was Vice President of Mears Group, Inc. (Mears) a subsidiary of Quanta Services, Inc. He was an owner of Mears until its sale to Quanta in 2000. He managed every division in the company and at the end of his tenure with Mears he focused on business development, asset management, safety and operations for large projects.

Mr. Fluharty is a board member of the Power and Communications Contractor Association (PCCA), and the American Pipeline Contractors Association (APCA).

LinkedIn

Matt Spalding

President, IMCORP
Director PDi2

With more than 30 years experience in the power industry, Mr. Spalding was named President of IMCORP in January 2018. He previously held positions of VP Sales & Marketing and VP Business Development. Prior to joining IMCORP, Spalding held a variety of positions at ABB, TE Connectivity, Tyco International (Raychem), and El Paso Electric. He has been very active in industry professional associations including IEEE and NEETRAC and holds 14 US patents related to power products including MV/HV insulators, substation animal mitigation devices, power connectors, HV cable designs and cable accessories. Mr. Spalding holds a BSEE degree from New Mexico State University with post-graduate studies in Engineering Economic Systems at Stanford University.

LinkedIn

Terri Howe, APR

Owner/Principal - Howe Marketing Communications LLC
Secretary/Treasurer, Marketing Counsel PDi2

Terri Howe, APR is Owner and Principal of Howe Marketing Communications LLC, a virtual, full-service advertising and public relations firm located in Grand Rapids, Michigan (Coopersville). HMC specializes in servicing local, regional, national and global business-to-business accounts and has been recognized with several local and regional advertising and public relations awards. Terri has 30 years’ experience in the marketing communications field, is a past president and board member of the West Michigan Public Relations Society of America (WMPRSA), is an executive committee member of PRSA’s Counselors Academy and has served as an adjunct professor in the School of Communications at Grand Valley State University. Terri is the secretary, treasurer and marketing counsel for the Power Delivery Intelligence Initiative.

LinkedIn

Nathan Kelley

Vice President, High Voltage Cables and Systems Business Unit - Prysmian
Voting Member PDi2

Nathan Kelley is currently Vice President, High Voltage Cables and Systems Business Unit. Since joining Prysmian Cables and Systems in 1997, Mr. Kelley has been involved with research, design, installation and sales of High Voltage and Extra High Voltage power cable systems. From 2002 until 2015, he managed the engineering team responsible for the High Voltage Business Unit’s activities and actively participated in many of the largest HV cable projects ever conducted in North America. Mr. Kelley was raised in Indiana, but received his BS in Mechanical Engineering from Duke University in 1995 and his MS in Mechanical Engineering from Georgia Institute of Technology in 2002.