Pre-contract project scoping processe : synthesis of practices.
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2016-02-01
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Abstract:Scoping is the process of developing a project’s objectives, need, preliminary cost estimate, and preliminary schedule based on a
recognized need that the project is intended to address. This study (INDOT/JTRP SPR-3944) was launched by the Indiana Department of
Transportation (INDOT)/Joint Transportation Program (JTRP) to develop a synthesis of scoping processes in different State Highway
Agencies (SHA). The study was conducted using a qualitative exploratory approach focusing on the review of project scoping practices
across different SHAs. Focused interviews with personnel from State Highway Agencies (SHA) along with the review of documents
gathered during the literature search and resources provided by SHAs were the avenues used for data collection in the study.
The study focused on eleven themes for the assessment of project scoping procedures: (1) primary entity with responsibility for scoping
projects, (2) timeline for scoping activities, (3) functional groups within the State Highway Agency involved in scoping, (4) cost estimation
procedures, (5) application of Context Sensitive Solutions (CSS), (6) addressing maintenance needs, (7) methods of assessing scope creep,
(8) tracking the quality and effectiveness of scoping processes, (9) environmental consideration in scoping processes, (10) data collection
and data sharing, and (11) scoping practices which have evolved/benefited the State Highway Agency. The report presents key findings of
the study and provides suggestions for further investigation by INDOT.
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