Appendix D  Project Summary Information Form

Project Summary Information Form (Sheet 1)

Project Type:

 

Name of Authority:

 

Funding Method:

 

Project Title:

 

 

Project Description:

Background:



Procurement Type:

Parties involved:

 


Objectives:


 

 


Benefits:


 

 

Summary Time, Cost (CAPEX and OPEX) and Benefit Table

Year

Procurement Stage Completed

Length of operation (mths)

Duration of Project Development

Costs

Benefit (% of estimated)

Works Start Date

Works End Date

Capital Works duration

CAPEX (£ mil)*

OPEX (£mil/Yr)*

Unitary Payment (£mil/Yr)*

 

Outline Business Case

P

P

P

P

P

P

P

100% P

 

Contract Award

P

P

P

P

P

P

P

P

 

Capital Works

A

A

A

A

A

A*

A*

A*

 

Post Completion10

A

A

A

A

A

A*

A*

A*

Where: P = Planned, A = Actual recorded at works completion and A* = Actual recorded during operation 

Project Summary Information Form (Sheet 2)

Relative % Impact of Influencing Factors on Total Time, Cost Overruns and Benefits

Project Risk Group

Project Risk Area

Time Impact (%)

CAPEX Impact (%)

OPEX Impact (%)

Unitary Payment Impact (%)

Benefits Impact (%)

Procurement

Complexity of Contract Structure

 

 

 

 

 

Contractor Involvement in Design

 

 

 

 

 

Contractor Capabilities

 

 

 

 

 

Government Guidelines

 

 

 

 

 

Dispute and Claims Occurred

 

 

 

 

 

Information management

 

 

 

 

 

Other (specify)

 

 

 

 

 

Project Specific

Design Complexity

 

 

 

 

 

Degree of Innovation

 

 

 

 

 

Environmental Impact

 

 

 

 

 

Other (specify)

 

 

 

 

 

Client Specific

Inadequacy of the Business Case

 

 

 

 

 

Large Number of Stakeholders

 

 

 

 

 

Funding Availability

 

 

 

 

 

Project Management Team

 

 

 

 

 

Poor Project Intelligence

 

 

 

 

 

Other (specify)

 

 

 

 

 

Enviroment

Public Relations

 

 

 

 

 

Site Characteristics

 

 

 

 

 

Permits / Consents / Approvals

 

 

 

 

 

Other (specify)

 

 

 

 

 

External Influences

Political

 

 

 

 

 

Economic

 

 

 

 

 

Legislation / Regulations

 

 

 

 

 

Technology

 

 

 

 

 

Other (specify)

 

 

 

 

 

 

Key Influences:

Description




 

References:

Description





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10  Applicable only to projects where completion works performed.