OSU_12-4_Scoping_fun..

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OSU_12-4_Scoping_fun..

  1. 1. Project Scoping, Prospectus, Estimate, and Schedule Martin Andersen Local Government Section Manager December 4, 2009
  2. 2. Project Scoping Fundamentals <ul><li>PROJECT SCOPE – The work that must be done in order to deliver a product with the specified features and functions. </li></ul><ul><li>PROJECT SCOPE MANAGEMENT – The processes required to ensure that the project includes all work required to complete the project successfully. </li></ul>
  3. 3. The purpose of Draft STIP Scoping <ul><li>Establish the problem statement </li></ul><ul><li>Develop solutions and options </li></ul><ul><li>Develop cost estimates </li></ul><ul><li>Develop a schedule </li></ul><ul><li>Identify impacts right-of-way, environmental, utilities </li></ul><ul><li>Identify stakeholders </li></ul>
  4. 4. NEED FOR PROJECT SCOPING
  5. 5. Scoping is the foundation upon which your entire project is built <ul><li>Just as you would not consider building a house without a proper foundation, you should not consider developing a project without a proper scope </li></ul><ul><li>Your project is only as good as the foundation upon which you built it </li></ul>
  6. 6. <ul><li>What is the problem </li></ul><ul><li>What are the alternatives </li></ul><ul><li>What are the impacts </li></ul><ul><li>What are the goals of your project </li></ul>Scoping verifies and documents the purpose and need for your project
  7. 7. <ul><li>Verifies and fixes the right problem </li></ul><ul><li>Project is correctly programmed </li></ul><ul><li>Project is kept within budget and on schedule </li></ul>Benefits of Good Scoping
  8. 8. <ul><li>Months of wasted time </li></ul><ul><li>Hundreds of hours of staff time </li></ul><ul><li>Thousands of dollars in PE costs </li></ul><ul><li>Millions of dollars in construction costs </li></ul>Proper Scoping Can Save You
  9. 9. <ul><ul><li>Project scoping is based on several concepts. They provide the basis for the process by which scoping is done </li></ul></ul><ul><ul><li>The concepts include teamwork, public and stakeholder participation, informed decision making, and proper documentation </li></ul></ul>Basic Concepts of Project Scoping
  10. 10. Teamwork <ul><ul><li>Project scoping is collaborative effort involving team work among diverse stakeholders to identify problems an propose solutions </li></ul></ul><ul><ul><li>The project team plays a critical role in identifying and evaluating issues/concerns to appropriate depth and detail </li></ul></ul>
  11. 11. <ul><ul><li>Stakeholder participation is the cornerstone of successful project scoping and design </li></ul></ul><ul><ul><li>Know who your stakeholders are </li></ul></ul><ul><ul><li>Reach out to them at the beginning of scoping </li></ul></ul>Stakeholder Participation
  12. 12. <ul><ul><li>Projects require a level of scoping commensurate with the type of proposed work. </li></ul></ul><ul><ul><li>Project data requirements depend on a projects problems and needs, complexity, significance of issues, scope and scale of alternatives to be evaluated. </li></ul></ul>Informed Decision Making
  13. 13. <ul><ul><li>Project needs can be clearly understood </li></ul></ul><ul><ul><li>Stakeholders issues can be identified </li></ul></ul><ul><ul><li>Clear project objectives can be established </li></ul></ul><ul><ul><li>Environmental considerations are identified </li></ul></ul><ul><ul><li>Feasible alternatives are outlined/compared </li></ul></ul><ul><ul><li>Project cost and schedule can be estimated </li></ul></ul>Sufficient data needs to be gathered to ensure:
  14. 14. Proper Documentation <ul><li>Clear and concise documentation and good record keeping is essential. </li></ul><ul><li>Project documentation provides a clear picture of what is to be accomplished </li></ul><ul><li>It is used to grant scope approval and provides information for future stages of the project development </li></ul>
  15. 15. GETTING STARTED <ul><li>Project Research </li></ul><ul><li>Scoping Team </li></ul><ul><li>Scoping Site Visit </li></ul><ul><li>Project Prospectus </li></ul><ul><li>Estimate </li></ul>
  16. 16. OFFICE RESEARCH
  17. 17. OFFICE RESEARCH <ul><li>Project purpose and need statement What is the problem we are trying to correct </li></ul><ul><li>Design standards to be used – Does the current alignment meet standards </li></ul><ul><li>Current and future traffic volumes- Build year and design year </li></ul>
  18. 18. <ul><li>Accident history, accident rate, analysis of accident “hot spots” </li></ul><ul><li>Existing pavement conditions and preliminary ideas for surfacing treatments </li></ul><ul><li>Bridge inspection reports and recommended actions </li></ul><ul><li>Vicinity maps, Right of Way Maps, and as constructed drawings </li></ul>
  19. 19. SCOPING TEAM
  20. 20. SCOPING TEAM MEMBERS <ul><li>Project Leader (Local, ODOT/Consultant) </li></ul><ul><li>Engineering - Roadway, Bridge, Traffic </li></ul><ul><li>Right of Way </li></ul><ul><li>Environmental </li></ul><ul><li>Utility Specialist </li></ul><ul><li>Construction Project Management </li></ul>
  21. 21. Additional Members <ul><li>Geo/Hydro </li></ul><ul><li>Pavements </li></ul><ul><li>Planning </li></ul><ul><li>Surveying </li></ul><ul><li>Rail Safety </li></ul><ul><li>Public Affairs </li></ul><ul><li>Access Management </li></ul>
  22. 22. SITE VISIT
  23. 23. SITE VISIT <ul><li>Take good notes and document </li></ul><ul><li>Safety concerns and possible solutions </li></ul><ul><li>Pavement conditions and surfacing design alternatives </li></ul><ul><li>Stage construction concerns and alternatives </li></ul><ul><li>Right of Way impacts and needs </li></ul>
  24. 24. LOOK FOR <ul><li>Access issues </li></ul><ul><li>Utility impacts </li></ul><ul><li>Pedestrian and bicycle needs </li></ul><ul><li>ADA needs, ramps, sidewalks, driveways </li></ul><ul><li>Level of Survey work required </li></ul>
  25. 25. AND THESE <ul><li>Environmental impacts </li></ul><ul><ul><li>Wetlands </li></ul></ul><ul><ul><li>Hazmat </li></ul></ul><ul><ul><li>Threatened and Endangered Species (ESA) </li></ul></ul><ul><ul><li>Historic </li></ul></ul><ul><ul><li>Archaeological </li></ul></ul>
  26. 26. <ul><li>The project prospectus is a tool to convey information about a project to various organization inside and outside of ODOT </li></ul><ul><li>It starts the process of identifying the problem to be solved and presents ideas on how to solve it </li></ul>PROJECT PROSPECTUS
  27. 27. <ul><li>It contains information on the Project: </li></ul><ul><ul><li>Costs </li></ul></ul><ul><ul><li>Funding sources </li></ul></ul><ul><ul><li>Funding years </li></ul></ul><ul><ul><li>Right of Way impacts </li></ul></ul><ul><ul><li>Environmental impacts </li></ul></ul>
  28. 28. Its Divided into Three Parts <ul><li>Part 1 - Project Request </li></ul><ul><li>Part 2 – Project Details </li></ul><ul><li>Part 3 – Project Environmental Class </li></ul>
  29. 29. <ul><li>The project location </li></ul><ul><li>Overview of the project </li></ul><ul><li>Problem statement </li></ul><ul><li>Proposed solution </li></ul><ul><li>Cost estimates for PE, CE, Right of Way, and construction </li></ul>Part 1 provides information on:
  30. 30. <ul><li>Who is responsible for completing the different categories of the project design </li></ul><ul><li>Base design requirements </li></ul><ul><li>Roadway element widths </li></ul><ul><li>Structure size and cost </li></ul><ul><li>Right of Way information </li></ul>Part 2 defines:
  31. 31. <ul><li>Details environmental impacts </li></ul><ul><li>Environmental baseline information </li></ul><ul><li>Require permits, reports and clearances </li></ul>Part 3 – Environmental details:
  32. 32. Preliminary Schedule & Cost Estimate
  33. 33. Schedule <ul><li>Create a preliminary schedule, based on the input from the scoping team members. </li></ul><ul><li>to help determine which year the project can be delivered use on of ODOT’s MS Project schedule templates. </li></ul>
  34. 34. Keys to a sound estimate <ul><li>Identify all the major elements tasks and bid items required for the project </li></ul><ul><li>Research and assign reasonable unit prices to all items </li></ul>
  35. 35. Questions? <ul><li>Martin Andersen </li></ul><ul><li>Local Government Section Manager </li></ul><ul><li>ODOT, Local Government Section </li></ul><ul><li>355 Capitol Street NE, Room 326 </li></ul><ul><li>Salem, OR 97301 </li></ul><ul><li>503-986-3640 </li></ul><ul><li>[email_address] </li></ul><ul><li>http://www.oregon.gov/ODOT/HWY/LGS.shtml </li></ul>

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