SBM1204 Project/Program Delivery Systems (Project/Program contracts design, administration and management)

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SBM1204 Project/Program Delivery Systems

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Project/Program contracts design, administration and management

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UOS CODE

SBM1204 Project/Program Delivery UOS NAME Systems

CREDIT POINTS

6 Secondary Core STATUS SUMMARY The vast majority of projects and programs are realised through outsourcing and with the aid of fully

strategized delivery approaches. The success and or failure of outsourcing or co-sourcing will depend on aligning the contractual terms and mechanisms with those of managerial strategies and thus paving the way for congruence of project/program objectives and contract goals. The focus of this unit of study is to advance the student’s knowledge and competencies in designing and implementing optimal systems for contracting, administration and management of projects and programs with a view to responding to both strategic and implementation needs of sponsor/clients and other stakeholders. However, this study is not to be taken as legal advice or guidance. It aims to impart general competencies that project and program managers should possess in order to align contractual framework with the project administrative and managerial frameworks ensuring legal and managerial consistency as far as possible. The basic assumption is that project/program managers will define the strategies for delivery of their programs and draft heads of agreement on terms, conditions, obligations, responsibilities and other major issues. They will then be able to brief the respective lawyers to develop the relevant documentation to formalise the same. It is thus imperative that project/program managers will direct the whole process and ensure that the legal documentation reflects the true intention of the intended managerial approach.

This unit of study will cover the following areas in both the intensive phase and the project phase: Fundamental principles behind good management and comparison with legal requirements; social and ethical considerations on projects; understanding of stakeholders’ rights and responsibilities and how these will affect project management; brief overview of the contract law; potential liabilities associated with project participation; optimisation of project team responsibilities, provision of legal power for effective management; optimum systems for project delivery/management under uncertain conditions; management of OH&S, environmental due diligence and other statutory liabilities; strategic business risks and implementation risks, concepts for optimisation of project implementation structures to maximise conditions for successful project outcomes, fundamentals of project delivery systems, typical delivery systems, project alliance and integrated teams,

performance-based project delivery methods COURSE CONVENOR

COURSE TUTOR Dr Michael Roomina

ASSUMED

KNOWLEDGE Not applicable APPROXIMATE

WORKLOAD

Weekly Lectures & Tutorials

Team Work

Self Study Readings

60 hours >60 hours >60 hours >30 hours PRE-REQUISITE

(course name) None

Learning Outcomes  To gain a thorough understanding of the legal system under which contracts are formulated, executed and managed, with particular emphasis on projects and programs;

 To develop competency in the systematic analysis of strategic objectives/business case requirements vs. delivery objectives;

 To know how to identify, analyse and allocate/transfer significant implementation risks via contracts;

 To design and apply alternative delivery systems; and

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TARGET COMPETENCIES (Technical/Managerial)

Target competencies in this unit of study comprise the following:

Selection of optimum delivery system

 Demonstrate competency in systematic evaluation of typical delivery options, with a view to utilisation of the innovative features and promotion of performance-based contracting.

 Demonstrate competency in the optimum selection and application of a given project delivery system to meet specific business and project objectives, within a given management approach. Identification and allocation of delivery risks

 Demonstrate competency in the analysis of deliveries risks & mapping of these project/program business case and objectives

 Demonstrate competency in prudent application framework for allocation of delivery risks & mapping desired contractual relationships as a guide to contracts formulation & management Development, roll-out and on-going management

 Demonstrate competency in development & implementation of typical delivery systems to achieve congruence of contractual and project/program objectives, focusing the energy & the intellect of the parties on locating best solutions for the project/program not on contract administration and conflicts resolution.

 Demonstrate competency in effective on-going administration of project/program delivery systems over project life, incl. effective change management, to ensure that project objectives will be met and liabilities managed.

TARGET COMPETENCIES (Personal and Socio-cultural)

 Generic: All competencies that are common to all professionals (including cognitive and communication abilities, problem solving and analytical mindset)

 Leadership: Ability to direct, motivate & manage individuals & teams.

 Commitment: Ability to dedicate to tasks & to project outcomes.

 Attitude: Ability to create the right frame of mind that promotes integrity & support for achievement of project goals within a social context.

 Self Direction: Ability to manage within and without guidelines & processes, and to work without supervision.

 Learning: Ability to commit to continuous improvement in knowledge, skills & attitude, & to creating new knowledge developing skills & approaches.

 Cultural Empathy: Ability to respect for & accommodation of individual lifestyle, beliefs & norms.

 Creativity & Innovation: Capacity to generate new ideas/approaches & make them happen. MODES OF DELIVERY  Lectures and Tutorials two (2) hours per week

 Team-based learning and project work two (2) hours per week

 Reflective learning, in tandem with team and project learning. ASSESSMENT Theoretical Knowledge

 Formal written mid semester test – 2 hours

 Formal written end-of -semester test - 2 hours

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Team Project Presentation & Assessment

 Team project submissions (formatted as per specification for the same) 45% of Total Grade (Team Score – must achieve 22.5/100),

 Project submissions comprise 3 assignments; each carrying 15 marks (must submit each assignment in specified deadline)

Viva (Individual Oral Assessment)

 Individuals must submit their Final Report on or before Week 14

 15% of Total Grade (Individuals must achieve 10 out of 15 marks to pass the unit of study)

 Assessment requirements: Final Individual Report (self reflection and validation of learning outcomes)

 Individual student must demonstrate level 2 minimum with respect to target learning outcomes

 Individual student must also demonstrate improvements in socio-cultural and personal capabilities progressively over each successive semester.

PRESCRIBED FOR THE COURSE SELECTED REFERENCES

PRINTED

MATERIALS Learning material (lecture notes, slides, case study and other material available online).

Case project (students’ own case project subject to endorsement)

Selected references from EBSCO e-books:

 Competency Assessment Tool

 Please see Lectures section of SBM1204 unit website on the OLS for the latest recommended textbooks and reading list.

 PMI, A Guide to Project Management Body of Knowledge (5th edition)

 Competency Standards in Project Management (obtained from the Australian Institute of Project Management).

 Contracts and the Legal Environment for Engineers and Architects Author: Joseph T. Bockrath, McGraw Hill Publishing Co. ISBN: 0070182396

WEB SITES No single Web site presents all the necessary knowledge that students need to learn and apply. However, opposite are some useful sites to visit.

Online useful sources of references are: http://www.ogc.gov.uk/sdtoolkit/keyissues/fas

procure/index.html

Software Not applicable Students may also wish to use standard software for normal typesetting, graphic design and associated tasks

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WEEKLY SCHEDULES

Week Program Activity

Week 1 Introduction to SBM1204 Project/Program Delivery Systems

Team QA/Work Plan & Case Project Selection

Introduction to course aims, objectives, target competencies, learning strategies, resources available, timetable and deliverables, assessment methods and related briefings

Briefing on how to conduct the entire unit of study Introduction to SCA and PCA

Week 2 Lecture 1

Assignment 1: Literature Review

Lecture 1: Fundamentals of the law of contracts and their formulation, validity, application and the role of courts in determining contractual relationships, responsibilities and authorities.

Team QA/Work Plan Introduction to SCA and PCA Guidance on preparation of Team QA Plan

Week 3 Lecture 1. Continue

Lecture 1: Fundamentals of the law of contracts and their formulation, validity, application and the role of courts in determining contractual relationships, responsibilities and authorities.

Team QA/Work Plan Guidance on preparation of Team QA Plan

Research and gather relevant literature Week 4 Lecture 2

Tutorial 1

Lecture 2: Optimisation of project team responsibilities, provision of legal power for effective management

Tutorial 1: Tutorial on project design of appropriate legal framework for optimum management

Review of Progress on Literature Review on Project/Program Delivery Systems of Team Case Project & Feedback/Present Draft Literature

Week 5 Lecture 3 Tutorial 1

Lecture 3: Optimum systems for project delivery/management under uncertain conditions

Presentation on Tutorial 1

Present Final Literature Review on Project/Program Delivery Systems of Team Case Project & Feedback

Week 6 SBM1204 Test 1 Review of all past lectures and tutorials Revision and sample test questions SBM1204 Test 1(Mid-Semester Test) Week 7 Lecture 4

Tutorial 2

Assignment 2: The Quality and Risk plans of the Case Project

Lecture 4: Management of OH&S, environmental due diligence and other statutory liabilities

Tutorial 2: Tutorial on designing optimum systems for project delivery/management Break

Guidance on Activity 2 Team Case Project/Program Delivery Systems Initiation Plan (Methodology, Process & Data)

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Week Program Activity

Systems Initiation Plan (Methodology, Process & Data).

Assignment 2: The Quality and Risk plans of the Case Project

Lecture 5: Traditional and design and deliver methods, how they work, risk allocation and other aspects

Presentation on Tutorial 2

Present Team's Draft Team Case Project's Project/Program Delivery Systems Initiation Plan (Methodology, Process & Data) & Feedback

Assignment 3: Final Team Case Project Report

Lecture 6: Flexible and performance-based contracting systems Tutorial 3: Tutorial on OH&S and environmental due diligence

Introduction to Activity 3, Team Case Project's Project/Program Delivery Systems Review of theoretical concepts related to projects/Teamwork on Activity 3 Week 10 Lecture 7

Tutorial 3

Lecture 7: Relationship-based contracting Presentation on Tutorial 3

Review Progress Activity 3, Team Case Project's Project/Program Delivery Systems

Lecture 8: Outsourcing (service purchase or BOO/BOOT) Tutorial 4: Discussion on Relationship-based contracting Presentation of team Draft PDS for Case Project

Week 12 Lecture Tutorial 4

Revision of lectures 1 to 8 Presentation on Tutorial 4

Presentation of team Draft PDS for Case Project

Week 13 Preparation for Presentation and Assessment

SBM1204 Test 2 (End-of-Semester Test)

Week 14 Presentation and Assessment

Individual Viva Presentation Week 15 Presentation and

Assessment

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Refer to the following Schedule of Submissions for submission deadlines*

Start-up Activity Team QA/Work Plan & Case Project Selection Week 2 Assignment 1 Literature Review & Project/Program Delivery System Practice Week 6 Assignment 2 Initiation Plan (Methodology, Process & Data) Practice at Case

Organisation Week 9

Assignment 3 Final Draft PDS for Case Project for Case Organisation Week 13 Final Project/Report Individual Self Reflection (Competency Assessment) Reports Week 14 *Penalties apply for late submissions. The College reserves the right to refuse to late submissions.

**You may submit a single Team QA/Work-plan covering all your units and activities in this semester

Academic Integrity and Honesty

Following are details and a link to the APIC academic integrity and honesty policy. All students are encouraged to familiarize themselves with the policy, together with other relevant policies, prior to commencing their studies.

APIC believes that academic integrity is based on honesty in all scholarly endeavours. Students must conduct themselves in their academic studies honestly and ethically and are expected to diligently acknowledge the work of others in all academic activities. A failure to uphold the College’s policies and standards of academic honesty and integrity may result in a finding of academic misconduct which can incur serious penalties including a loss of marks, failure of an assessment, failure of the unit, or expulsion from the College. Academic misconduct includes cheating, collusion, plagiarism, and other conduct that deliberately or inadvertently claims ownership of an idea or concept without acknowledging the source of the information. This includes any form of activity that negates the academic integrity of the student or another student and his or her work.

Detailed information about relevant terms, penalties, and the processes for investigating allegations of academic misconduct, and for appealing a finding is provided in the college’s policy.

The full policy can be found at: http://apicollege.edu.au/future-students/polices-and-regulations/

Teamwork

A structured learning program will be applied; in summary form it will comprise:

 An overall process for studying strategic project/program/portfolio management and applying the same to a real life case as advised in the unit’s web site;

 A program of the learning activities which are part of student’s Team Workplan and individual competency acquisition which each student need to conduct flexibly within the unit of study timeline as advised in the unit’s web site (detailed schedules are to be developed and submitted as part of the Team Work/QA Plan)

 The assignment Brief which is available as a downloadable file.

The Learning activities are designed for each team to develop and evaluate a complete manual* for project/program/portfolio management for their case organisation via the following activities:

Start Up Team QA/Workplan & Case Project Selection Activity 1 Literature Review, Project/Program Delivery System Activity 2 Initiation Plan (Methodology, Process & Data)

Activity 3 Draft PDS for Case

Project

Submit Case Study, QA/Workplan

Submit Assignment

1 Submit Assignment 2 Submit Assignment 3

COMPETENCY VALIDATION (via evidence and professional interview)

Final Report & assessment

Each student must plan to progressively acquire, develop and document the relevant unit of study target competencies. The protocols on the web site for this purpose need to be followed carefully to prepare the required evidence of competency acquisition. The evidence for this unit to comprise a final report in two parts to validate individually the following: specific target unit of study competencies regarding governance and administrative design as well as Leadership and Socio-cultural competencies. These will be assessed separately and both need to show the student’s development history using the student’s L&D plan as the basis.