CALTRANS VA STUDY ACTIVITY CHART INITIATE STUDY ORGANIZE STUDY PREPARE DATA 1 2 3 Identify study project Conduct Pre-Study Collect and distribute data Identify study roles and Meeting Develop construction cost responsibilities Select team members models Define study goals Identify stakeholders, Develop highway user Select team leader decision-makers, and benefit / life cycle cost Prepare draft Study Charter technical reviewers (LCC) model (if required) Identify data collection Select study dates Determine study logistics PREPARATION Update VA Study Charter Identify and define performance requirements INFORM TEAM ANALYZE FUNCTIONS CREATE IDEAS EVALUATE IDEAS 4 5 6 7 Review study activities and Analyze project data Focus on functions Apply key performance confirm reviewers Expand project functions List all ideas attributes to rate idea 1 Present design concept Prepare FAST diagram Apply creativity and List advantages and Present stakeholders’ Determine functional innovation techniques disadvantages interests cost drivers and (group and individual) Consider cost impacts Review project issues and performance Rank all ideas objectives Assign alternatives Segment Rate performance of for development baseline concept Visit project site DEVELOP ALTERNATIVES CRITIQUE ALTERNATIVES PRESENT ALTERNATIVES* 8 9 10 Develop alternative VA Alternatives Technical Present findings concepts Review Document feedback 2 Prepare sketches and VA Alternatives Team Confirm pending reviews calculations Consensus Review Prepare preliminary report Measure performance Identify mutually exclusive *Interim STUDY presentation of study Estimate costs, LCC groups of alternatives findings benefits/costs Identify VA strategies VA Segment Validate performance ASSESS ALTERNATIVES** RESOLVE ALTERNATIVES PRESENT RESULTS* 11 12 13 Review Preliminary Report Review implementation Present results Assess alternatives for dispositions Obtain management 3 project acceptance Resolve implementation approval on implemented Prepare draft actions with alternatives implementation and stakeholders Summarize performance, dispositions Edit alternatives cost, and value Revisit rejected improvements Segment alternatives, if needed **Activities performed by PDT, *Final presentation of study Technical Reviewers, and results Stakeholders DOCUMENT STUDY VA IMPLEMENTATION PUBLISH RESULTS Note: The dashed 14 15 16 Document process and ACTION MEMO Document process and boxes indicate steps study findings (If Conditionally Accepted study results that may not be Distribute Preliminary VA Alternatives exist) Incorporate all comments required in some Study Report Publish memo to and implementation VA Studies. Distribute electronic report document action plan to actions to HQ VA Branch complete study Distribute Final VA Study Conduct Implementation Resolve Conditionally Report Meeting Accepted Alternatives Distribute electronic report REPORT to HQ VA Branch Update VA Study Summary Report (VASSR) Provide HQ the Final VA Study Report in PDF format Standard 5-day VA Study Agenda
CALTRANS VA STUDY ACTIVITY CHART PREPARATION INITIATE STUDY 1 Identify study project Identify study roles and responsibilities Define study goals Select team leader Prepare draft Study Charter ORGANIZE STUDY 2 Conduct Pre-Study Meeting Select team members Identify stakeholders, decision-makers, and technical reviewers Identify data collection Select study dates Determine study logistics Update VA Study Charter Identify and define performance requirements PREPARE DATA 3 Collect and distribute data Develop construction cost models Develop highway user benefit / life cycle cost (LCC) model (if required) VA STUDY Segment 1 INFORM TEAM 4 Review study activities and confirm reviewers Present design concept Present stakeholders’ interests Review project issues and objectives Rate performance of baseline concept Visit project site ANALYZE FUNCTIONS 5 Analyze project data Expand project functions Prepare FAST diagram Determine functional cost drivers and performance CREATE IDEAS 6 Focus on functions List all ideas Apply creativity and innovation techniques (group and individual) EVALUATE IDEAS 7 Apply key performance attributes to rate idea List advantages and disadvantages Consider cost impacts Rank all ideas Assign alternatives for development Segment 2 DEVELOP ALTERNATIVES 8 Develop alternative concepts Prepare sketches and calculations Measure performance Estimate costs, LCC benefits/costs CRITIQUE ALTERNATIVES 9 VA Alternatives Technical Review VA Alternatives Team Consensus Review Identify mutually exclusive groups of alternatives Identify VA strategies Validate performance PRESENT ALTERNATIVES* 10 Present findings Document feedback Confirm pending reviews Prepare preliminary report *Interim presentation of study findings Segment 3 ASSESS ALTERNATIVES** 11 Review Preliminary Report Assess alternatives for project acceptance Prepare draft implementation dispositions **Activities performed by PDT, Technical Reviewers, and Stakeholders RESOLVE ALTERNATIVES 12 Review implementation dispositions Resolve implementation actions with and stakeholders Edit alternatives Revisit rejected alternatives, if needed PRESENT RESULTS* 13 Present results Obtain management approval on implemented alternatives Summarize performance, cost, and value improvements *Final presentation of study results REPORT DOCUMENT STUDY 14 Document process and study findings Distribute Preliminary VA Study Report Distribute electronic report to HQ VA Branch Conduct Implementation Meeting VA IMPLEMENTATION 15 ACTION MEMO (If Conditionally Accepted Alternatives exist) Publish memo to document action plan to complete study Resolve Conditionally Accepted Alternatives PUBLISH RESULTS 16 Document process and study results Incorporate all comments and implementation actions Distribute Final VA Study Report Distribute electronic report to HQ VA Branch Update VA Study Summary Report (VASSR) Provide HQ the Final VA Study Report in PDF format Note: The dashed boxes indicate steps that may not be required in some VA Studies. Standard 5-day VA Study Agenda
Final-Report-Guide-Template.docx