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Last updated on 2024年10月16日

How do you manage geotechnical investigation contracts and budgets?

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Geotechnical investigation is a crucial step in any civil engineering project, as it provides essential information on the soil and rock conditions, the groundwater level, and the potential geohazards. However, geotechnical investigation can also be a complex and costly process, involving various methods, equipment, and personnel. How do you manage geotechnical investigation contracts and budgets effectively and efficiently? Here are some tips and best practices to help you plan, execute, and monitor your geotechnical investigation activities.

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Dr. Sanjay Rana

Professional Geophysicist | Geophysics Trainer | Founder & Managing Director, Parsan Overseas (P) Limited | Chairman…
Hossam Mostafa

Seismic Data Processing/QC Geophysicist at Geophysical Services (G.S.)
Krishna Patel - Engineer-In-Training (APEGS-Saskatchewan)

Expertise in Civil Engineering and Project Management, Strategic Planning and Execution

1 Define the scope and objectives

Before you start any geotechnical investigation, you need to define the scope and objectives of the work. What are the design requirements and specifications of the project? What are the geotechnical parameters and risks that need to be assessed? How much data and detail do you need to collect and analyze? The scope and objectives of the geotechnical investigation should be aligned with the project goals and budget, and clearly communicated to all the stakeholders, including the client, the contractor, and the consultant.

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Dr. Sanjay Rana

Professional Geophysicist | Geophysics Trainer | Founder & Managing Director, Parsan Overseas (P) Limited | Chairman, Aqua Foundation
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Defining the scope and objectives would help with outlining what the investigation aims to achieve, the areas to be covered, and the specific data that needs to be collected. Also - set the right expectations for all stakeholders involved.

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Hossam Mostafa

Seismic Data Processing/QC Geophysicist at Geophysical Services (G.S.)
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In my experience, it is crucial before starting any geo-environmental hazards assessment to conduct a high-resolution geophysical survey, especially a seismic reflection survey, to explore the subsurface features to a depth of not less than 100 meters and not only 30 meters as usual. This will be very useful to detect any subsurface features that may cause construction problems, such as water-wet sands, sabkhas, old buried garbage, and subsurface cavities, and also to detect any quaternary faults that are not exposed to the surface; some of these quaternary faults might be classified as active faults, increasing the earthquake's probable damage.

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Hassan Ali Ph.D., P.E.

Assistant professor
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Defining the scope and objectives of a geotechnical investigation ensures alignment with project goals and budget. Key elements include design requirements, assessed geotechnical parameters and risks, and the necessary data collection and analysis. Clear communication with stakeholders—client, contractor, and consultant—is essential for successful project execution.

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2 Choose the appropriate methods and equipment

Depending on the scope and objectives of the geotechnical investigation, you need to choose the appropriate methods and equipment for the work. There are different types of geotechnical investigation methods, such as drilling, sampling, testing, monitoring, and geophysical surveys. Each method has its own advantages and limitations, and requires different equipment, skills, and resources. You need to consider factors such as the site conditions, the access, the safety, the reliability, the accuracy, and the cost of each method and equipment, and select the ones that best suit your needs and budget.

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Hassan Ali Ph.D., P.E.

Assistant professor
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Selecting appropriate methods and equipment for geotechnical investigation involves evaluating site conditions, access, safety, reliability, accuracy, and cost. Methods like drilling, sampling, testing, monitoring, and geophysical surveys each have unique advantages and limitations. Choose based on project scope and objectives, ensuring alignment with budget and required expertise.

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3 Prepare a realistic schedule and budget

Once you have defined the scope and objectives, and chosen the methods and equipment, you need to prepare a realistic schedule and budget for the geotechnical investigation. You need to estimate the time and cost of each activity, such as mobilization, fieldwork, laboratory testing, data analysis, reporting, and demobilization. You also need to account for contingencies, such as weather delays, equipment breakdowns, unexpected findings, and changes in scope. You need to compare your schedule and budget with the project timeline and funding, and make adjustments if necessary.

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Hassan Ali Ph.D., P.E.

Assistant professor
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Preparing a realistic schedule and budget for a geotechnical investigation involves estimating time and costs for mobilization, fieldwork, lab testing, data analysis, reporting, and demobilization. Include contingencies for delays, equipment issues, unexpected findings, and scope changes. Ensure alignment with project timelines and funding, adjusting as needed.

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4 Negotiate and manage the contract

After you have prepared your schedule and budget, you need to negotiate and manage the contract for the geotechnical investigation. You need to ensure that the contract covers all the aspects of the work, such as the scope, the deliverables, the payment terms, the quality standards, the liability, and the dispute resolution. You also need to review and approve the contractor's proposal, qualifications, insurance, and safety plan. You need to monitor and supervise the contractor's performance, and verify and approve the invoices and reports.

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Hassan Ali Ph.D., P.E.

Assistant professor
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Negotiating and managing the geotechnical investigation contract involves ensuring coverage of scope, deliverables, payment terms, quality standards, liability, and dispute resolution. Review and approve the contractor's proposal, qualifications, insurance, and safety plan. Monitor performance, and verify and approve invoices and reports to ensure compliance and project success.

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5 Track and control the progress and costs

During the geotechnical investigation, you need to track and control the progress and costs of the work. You need to use tools such as project management software, spreadsheets, dashboards, and reports to keep track of the status and performance of each activity, and compare them with the baseline schedule and budget. You also need to identify and manage any issues, risks, changes, or deviations that may arise during the work, and communicate them to the relevant stakeholders. You need to implement corrective actions or preventive measures to avoid or minimize any delays or overruns.

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Krishna Patel - Engineer-In-Training (APEGS-Saskatchewan)

Expertise in Civil Engineering and Project Management, Strategic Planning and Execution
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Absolutely. To track and monitor project budget with the use of spreadsheet and softwares is very crucial step during project execution.

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Hassan Ali Ph.D., P.E.

Assistant professor
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Track and control progress and costs using project management tools to compare status with the baseline schedule and budget. Identify and manage issues, risks, changes, and deviations, and implement corrective actions to prevent delays and overruns. Communicate updates to stakeholders.

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6 Evaluate and improve the outcomes and processes

After the geotechnical investigation is completed, you need to evaluate and improve the outcomes and processes of the work. You need to assess the quality and adequacy of the data and information collected and analyzed, and how they meet the objectives and requirements of the project. You also need to review and document the lessons learned and best practices from the work, and how they can be applied or improved for future projects. You need to provide feedback and recognition to the contractor, the consultant, and your team for their work.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How do you manage geotechnical investigation contracts and budgets?

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1 Define the scope and objectives

2 Choose the appropriate methods and equipment

3 Prepare a realistic schedule and budget

4 Negotiate and manage the contract

5 Track and control the progress and costs

6 Evaluate and improve the outcomes and processes

7 Here’s what else to consider

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