Guide to Project Management Strategies for Complex Projects (2013)

Below is the uncorrected machine-read text of this chapter, intended to provide our own search engines and external engines with highly rich, chapter-representative searchable text of each book. Because it is UNCORRECTED material, please consider the following text as a useful but insufficient proxy for the authoritative book pages.

158 I. PROJECT INFORMATION 1. Project name and location: 2. Project scope of work: 3. Estimated project cost: 4. Project delivery method used on this project: B PROJECT COMPLEXITY SURVEY, RANKING, AND SCORING

159 Appendix B: PROJECT COMPLEXITY SURVEY, RANKING, AND SCORING PROJECT COMPLEXITY SURVEY, RANKING, AND SCORING II. COST FACTORS The following is a list of project cost factors that can contribute to complexity. Check the box following the factor indicating the importance of the factor in creating complexity on the project. Cost Factors Not a factor Minor factor Major factor Remarks Contingency usage Risk analysis Estimate formation Owner resource cost allocation Cost control Optimization’s impact on project cost Incentive usage Material cost issues User costs/benefits Payment restrictions List any other sources of cost complexity not discussed above: III. SCHEDULE FACTORS The following is a list of project schedule factors that can contribute to complexity. Check the box following the factor indicating the importance of the factor in creating complexity on the project. Schedule Factors Not a Factor Minor Factor Major Factor Remarks Timeline requirements Risk analysis Milestones Schedule control Optimization’s impact on project schedule Resource availability Scheduling system/software Work breakdown structure Earned-value analysis List any other sources of schedule complexity not discussed above:

160 GUIDE TO PROJECT MANAGEMENT STRATEGIES FOR COMPLEX PROJECTS IV. TECHNICAL FACTORS The following is a list of project technical factors that can contribute to complexity. Check the box following the factor indicating the importance of the factor in creating complexity on the project. Technical Factors Not a Factor Minor Factor Major Factor Remarks Scope of the project Owner’s internal structure Prequalification of bidders Warranties Disputes Delivery methods Contract formation Design method Reviews/analysis Existing conditions Construction quality Safety/health Optimization impact construction quality Typical climate Technology usage List any other sources of technical complexity not discussed above:

161 Appendix B: PROJECT COMPLEXITY SURVEY, RANKING, AND SCORING V. CONTEXT FACTORS The following is a list of project context factors that can contribute to complexity. Check the box following the factor indicating the importance of the factor in creating complexity on the project. Context Factors Not a Factor Minor Factor Major Factor Remarks Public Political Owner Jurisdictions Designer(s) Maintaining capacity Work zone visualization Intermodal Social equity Demographics Public emergency services Land use impact Growth inducement Land acquisition Local economics Marketing Cultural impacts Local workforce Utility coordination Railroad coordination Resource availability Sustainability goals Environmental limitations Procedural law Local acceptance Global/national economics Global/national incidents Unexpected weather Force majeure events List any other sources of context complexity not discussed above:

162 GUIDE TO PROJECT MANAGEMENT STRATEGIES FOR COMPLEX PROJECTS VI. FINANCING FACTORS The following is a list of project financing factors that can contribute to complexity. Check the box following the factor indicating the importance of the factor in creating complexity on the project. Financing Factors Not a Factor Minor Factor Major Factor Remarks Legislative process Uniformity restrictions Transition to alternate financing sources Project manager financial training Federal funding State funding Bond funding Borrowing against future funding Advance construction Revenue generation Vehicle miles traveled fees Cordon/congestion pricing Monetization of existing assets Franchising Carbon credit sales Public–private partnerships Use of commodity-based hedging Global participation Risk analysis Financial management software List any other sources of financing complexity not discussed above:

163 Appendix B: PROJECT COMPLEXITY SURVEY, RANKING, AND SCORING VII. COMPLEXITY RANKING AND SCORING 1. Rank (1 to 5) the complexity of the following dimensions (cost, schedule, techni- cal, context, and financing) with 5 being the most complex or most constrained and 1 being the least complex or least constrained. Do not assign equal values to any dimension (no tied rankings). Cost o1 o2 o3 o4 o5 Schedule o1 o2 o3 o4 o5 Technical o1 o2 o3 o4 o5 Context o1 o2 o3 o4 o5 Financing o1 o2 o3 o4 o5 2. Indicate the overall complexity for each dimension by placing an X for each on the scale below. Cost Dimension Complexity Scale Minimal Average High 0 25 50 75 100 Schedule Dimension Complexity Scale Minimal Average High 0 25 50 75 100 Technical Dimension Complexity Scale Minimal Average High 0 25 50 75 100 Context Dimension Complexity Scale Minimal Average High 0 25 50 75 100 Financing Dimension Complexity Scale Minimal Average High 0 25 50 75 100