Developing Scope, Developing Scope, Schedules, and Cost Schedules, and Cost

Estimates Estimates

for for

Project Management Project Management PlansPlans

ObjectiveObjective

In this session, you will gain an In this session, you will gain an understanding of:understanding of:

-- Factors affecting the scope of Factors affecting the scope of the studythe study

-- The value of a PMPThe value of a PMP

-- How to prepare a PMPHow to prepare a PMP

PMP DevelopmentPMP Development

• Develop scopes of workDevelop scopes of work

•• Develop time and cost estimatesDevelop time and cost estimates

•• Determine order of workDetermine order of work

•• Clearly articulate responsibilities andClearly articulate responsibilities andstudy outcomesstudy outcomes

Value of PMPValue of PMP

Allows the study manager to determine that:Allows the study manager to determine that:

-- Scope is appropriateScope is appropriate

-- Costs and schedule are reasonable Costs and schedule are reasonable and appropriateand appropriate

-- Level of analysis adequate for quality Level of analysis adequate for quality decision documentdecision document

How to BeginHow to Begin

1.1. Clearly define overall scope of studyClearly define overall scope of study

2. Explain the phase of study2. Explain the phase of study

3.3. Ensure understand concept of Ensure understand concept of increasing levels of data collection and increasing levels of data collection and analysisanalysis

4. Ensure understand problems and 4. Ensure understand problems and opportunities to be addressedopportunities to be addressed

Factors Affecting ScopeFactors Affecting Scope•• Study typeStudy type

•• Study phaseStudy phase

•• Study purposeStudy purpose

•• Specific study locationSpecific study location

•• Sponsor concernsSponsor concerns

•• Stakeholder concernsStakeholder concerns

•• Political sensitivityPolitical sensitivity

Study TypeStudy Type

•• InvestigationsInvestigations

•• Continuing Authorities ProgramContinuing Authorities Program

Study PhaseStudy Phase11stst PhasePhase

Section 905(b) Analysis

Reconnaissance

Federal Interest Determination

22ndnd PhasePhase

FeasibilityFeasibility

Detailed ProjectDetailed Project

First PhaseFirst Phase

•• Use existing dataUse existing data

•• Use professional judgmentUse professional judgment

•• Must have enough analysis to convince Must have enough analysis to convince Corps/sponsor that 2Corps/sponsor that 2ndnd phase is neededphase is needed

Bottom lineBottom line: :

Determine if there is at least one Determine if there is at least one implementable implementable alternative that’s in the alternative that’s in the Federal interestFederal interest and is supported by thesponsorsponsor

Second PhaseSecond Phase

•• Level of detail and funding increasesLevel of detail and funding increases

•• Collect data and perform more detailed analysesCollect data and perform more detailed analyses

•• Consider areas of risk and compliance Consider areas of risk and compliance requirementsrequirements

•• Results in decision document with Results in decision document with recommendation and project cost estimaterecommendation and project cost estimate

Bottom lineBottom line: :

Analysis adequate to ensure quality and withstand Analysis adequate to ensure quality and withstand scrutiny scrutiny –– Corps credibilityCorps credibility

Level of DetailLevel of Detail

2 ways2 ways to determine the appropriate level of to determine the appropriate level of detail:detail:

•• Communication Communication

•• Making the team responsible Making the team responsible

Philosophy on ScopePhilosophy on Scope

You don’t need a You don’t need a Mercedes…Mercedes…

… … if a Moped will if a Moped will do!!do!!

Next StepsNext StepsAfter scope is defined, get H&H Team Member After scope is defined, get H&H Team Member to develop estimates for each activity.to develop estimates for each activity.

••Estimates should include:Estimates should include:

--Data collection needsData collection needs

--Analysis needsAnalysis needs

--Report preparationReport preparation

--CoordinationCoordination

--ManagementManagement

-- ReviewReview

Typical H&H Work Items in Typical H&H Work Items in PMPsPMPs

Research Existing DataResearch Existing Data

Obtain Additional Data RequiredObtain Additional Data Required

Develop Existing ConditionDevelop Existing Condition

Develop Without Project ConditionDevelop Without Project Condition

Develop Hydrology Develop Hydrology

Develop Hydraulic Data Develop Hydraulic Data

Develop GIS modelDevelop GIS model

Analyze With Project AlternativesAnalyze With Project Alternatives

Develop Supporting Environmental DataDevelop Supporting Environmental Data

Geomorphic/River Mechanics AnalysisGeomorphic/River Mechanics Analysis

Typical H&H Work Items in Typical H&H Work Items in PMPsPMPs

Hydraulic Design of StructuresHydraulic Design of Structures

Low Flow DesignLow Flow Design

Sedimentation InvestigationsSedimentation Investigations

Develop ModelsDevelop Models

Collection/Analysis of Water/Sediment SamplesCollection/Analysis of Water/Sediment Samples

Water Quality AssessmentWater Quality Assessment

Water BudgetWater Budget

Groundwater AnalysisGroundwater Analysis

Interior Drainage Design Interior Drainage Design

Typical H&H Work Items in Typical H&H Work Items in PMPsPMPs

Risk and Uncertainty AnalysisRisk and Uncertainty Analysis

Channel Stability AnalysisChannel Stability Analysis

Coordination and MeetingsCoordination and Meetings

District Quality ControlDistrict Quality Control

Prepare H&H Portion of Engineering AppendixPrepare H&H Portion of Engineering Appendix

Final Report DocumentationFinal Report Documentation

Develop Scope, Time, and Cost Estimates for Next PhaseDevelop Scope, Time, and Cost Estimates for Next Phase

Value Engineering Study ParticipationValue Engineering Study Participation

Branch SupervisionBranch Supervision

ExamplesExamples

H&H Portions of PMPsH&H Portions of PMPs

Next StepsNext Steps

Once received input from all team members, roll it Once received input from all team members, roll it up.up.

--Is the total time/cost reasonable?Is the total time/cost reasonable?

--Do activities reflect the proper scope?Do activities reflect the proper scope?

--Is the time/funding available adequate to Is the time/funding available adequate to cover the team members’ request?cover the team members’ request?

Next StepsNext Steps

••Usually, funds/time available not adequate to Usually, funds/time available not adequate to meet team members’ requests.meet team members’ requests.

••In that case, you’ll have to negotiate. In that case, you’ll have to negotiate.

••Make this a team activity.Make this a team activity.

••Seek to understand. Seek to understand.

••May be necessary to seek additional funds.May be necessary to seek additional funds.

Final StepFinal Step

Once negotiations are Once negotiations are complete, finalize initial PMP.complete, finalize initial PMP.

SummarySummary

•• PMP development requires you think PMP development requires you think through the study process.through the study process.

•• Communication with the study team is Communication with the study team is key.key.

•• PMP development is team responsibility.PMP development is team responsibility.

•• Study manager leads the team to ensure Study manager leads the team to ensure efficiency, effectiveness, and quality of efficiency, effectiveness, and quality of study.study.

Class ExerciseClass Exercise

Kings Point Island, MSKings Point Island, MS

Kings Point Island, MSKings Point Island, MS

• Feasibility phaseFeasibility phase

• Section 205 studySection 205 study

• Area subject of past studiesArea subject of past studies

• Data and analyses availableData and analyses available

• Study area subject to backwater flooding Study area subject to backwater flooding from Mississippi Riverfrom Mississippi River

• Study to address low-frequency levee of Study to address low-frequency levee of various heightsvarious heights

Kings Point Kings Point Island, MSIsland, MS

Mississippi River

Mississippi River VicksburgVicksburg

Yazoo River

Yazoo RiverKings Point Kings Point IslandIsland

MRLMRL

Yazoo Backwater LeveeYazoo Backwater Levee

Kings Point FerryKings Point Ferry

Proposed Yazoo Proposed Yazoo BackwaterBackwater

Pumping PlantPumping Plant

Hill

Lin

e

Hill

Lin

e

Class ExerciseClass Exercise

Evaluate the initial H&H input to the Kings Evaluate the initial H&H input to the Kings Point Island PMP and determine areas wherePoint Island PMP and determine areas wherecost appears inappropriate for scope. cost appears inappropriate for scope.

Time: 15 minutesTime: 15 minutes