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PFM Competency Questionnaire

Leighton Contractors Project Financial Management Competency Questionnaire
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Hello:
Congratulations! You have been nominated by the Project Financial Management (PFM) Forum and/or PFM Process Steering Committee to participate in the Leighton Contractors PFM Competency Questionnaire.

In this survey, nominated PFM Subject Matter Experts will be asked to complete a questionnaire that asks questions about their overall knowledge of Project Financial Management. The results of this survey will be used to formally identify specific Subject Experts for various upcoming PFM initiatives.

It will take approximately twenty minutes to complete the questionnaire and will cover:
* Introduction (2%)
* Contact Information (10%)
* PFM Related Systems (7%)
* Project Structure (6%)
* Materials (5%)
* Subcontractors (8%)
* Labour (6%)
* Internal Plant (3%)
* External Plant (Dry Hire) (3%)
* Other Cost (11%)
* Budget at Completion (9%)
* Claimed Revenue to Date (3%)
* Actual Revenue to Date (6%)
* Forecast Expenditure (4%)
* Other (9%)
* Proficiency Questions (8%)

Your participation in this study is completely voluntary. If you feel uncomfortable answering any questions, you can withdraw from the survey at any point. It is very important for us to get your feedback to allow us to continually improve our service.

If you have questions at any time about the QuestionPro tool that supports this survey, you may contact the Project Financial Management team on 02 8668 6767 or by email at [email protected].

If you need any clarification regarding the purpose of the survey or the questions contained within, you may contact Richard Williams on 02 8668 6658 or by email at [email protected].

Thank you very much for your time and support. Please start the survey now by clicking on the Continue button below.
 
 
Contact Information
* First Name : 
* Last Name : 
 
 
* Which Division do you work for?
 
 
* Which State do you work in?
 
 
1. My Role in the organisation can be best described as (select one):
 
Project Director/ Manager
 
Project / Site Engineer
 
Project Commercial / Administration / Finance Manager
 
Project Accountant
 
Project Cost Controller
 
Project Clerk
 
Project Secretarial
 
Group / Business Unit PFM Support
 
Group / Business Unit Other Support
 
Other
 
 
 
Key

The list below details the skill level for the following matrix questions:

None - Never heard of it
Very Little - Have heard of it
Student - Understand some of the concepts, but never used
Novice - Understand some of the concepts and have used before
Professional - Understand most of the concepts and use regularly
Teacher - Understand most of the concepts, have used it before, and have taught others how to use
Guru - Understand everything about this item, including the different points of view and the pros/cons of different approaches. Have used and taught people how to use
 
 
 
PFM Related Systems
 
 
Please nominate your proficiency in the following:
None Very Little Student Novice Professional Teacher Guru
ARM - Active Risk Manager
APS - Accounts Payable System
DRS - Debtors System
PCL - Project Cost Ledger
SMS - Site Management System
MRS - Management Reporting System
PDH - Project Data Hub
Oracle Projects
Oracle Procurement
Oracle Analytics
JDE - JD Edwards
CATS - Computer Aided Tendering System
 
 
Project Structure
 
 
Please nominate your proficiency in the following:
None Very Little Student Novice Professional Teacher Guru
Cost Codes and Subcodes
Cost Code Grouping
Location Codes
Tasks (Oracle)
 
 
Key

The list below details the skill level for the following matrix questions:

None - Never heard of it
Very Little - Have heard of it
Student - Understand some of the concepts, but never used
Novice - Understand some of the concepts and have used before
Professional - Understand most of the concepts and use regularly
Teacher - Understand most of the concepts, have used it before, and have taught others how to use
Guru - Understand everything about this item, including the different points of view and the pros/cons of different approaches. Have used and taught people how to use
 
 
 
Materials
 
 
Please nominate your proficiency in the following:
None Very Little Student Novice Professional Teacher Guru
Requisitions
Ordering
Ordering Approvals
Receipting
Payment
 
 
Subcontractors
 
 
Please nominate your proficiency in the following:
None Very Little Student Novice Professional Teacher Guru
Subcontract Tenders
Subcontract Creation
Administration Controls/payment (insurances/other)
Subcontractor Variations/Claims
Interim Valuations
Retention
Schedule of Rates Subcontracts
Lump Sum Subcontracts
Plant Hire/Minor Work Subcontracts
Docket Management
Subcontractor Payment
Final Release and Waiver
 
 
Key

The list below details the skill level for the following matrix questions:

None - Never heard of it
Very Little - Have heard of it
Student - Understand some of the concepts, but never used
Novice - Understand some of the concepts and have used before
Professional - Understand most of the concepts and use regularly
Teacher - Understand most of the concepts, have used it before, and have taught others how to use
Guru - Understand everything about this item, including the different points of view and the pros/cons of different approaches. Have used and taught people how to use
 
 
 
Labour
 
 
Please nominate your proficiency in the following:
None Very Little Student Novice Professional Teacher Guru
Wages Timesheets (Oracle)
Wages Timesheets (Other)
Staff Allocation spreadsheet
 
 
Internal Plant
 
 
Please nominate your proficiency in the following:
None Very Little Student Novice Professional Teacher Guru
Plant Returns
Minor Internal Plant
 
 
External Plant (Dry Hire)
 
 
Please nominate your proficiency in the following:
None Very Little Student Novice Professional Teacher Guru
Minor Plant Hire (eg Kango Hammers, Drills etc)
Major Plant Hire (eg Trucks, Excavators, Rollers etc)
 
 
Other Cost
 
 
Please nominate your proficiency in the following:
None Very Little Student Novice Professional Teacher Guru
ROI - Return On Investment
Accounting Fees
Insurances
Foreign Exchange
Journals
Cost Review
Cost reallocation
Manual Accruals
Daily Costing
Production Rates Analysis
 
 
Key

The list below details the skill level for the following matrix questions:

None - Never heard of it
Very Little - Have heard of it
Student - Understand some of the concepts, but never used
Novice - Understand some of the concepts and have used before
Professional - Understand most of the concepts and use regularly
Teacher - Understand most of the concepts, have used it before, and have taught others how to use
Guru - Understand everything about this item, including the different points of view and the pros/cons of different approaches. Have used and taught people how to use
 
 
 
Budget at Completion
 
 
Please nominate your proficiency in the following:
None Very Little Student Novice Professional Teacher Guru
Allocation of CATS Estimate to Project Structure
Original Budget
Head Contact Variations
Budget Transfers
Sundry Income
Escalation
Revised Quantities
Budget Plans (Due to redesign)
Annual Budgets
 
 
Claimed Revenue to Date
 
 
Please nominate your proficiency in the following:
None Very Little Student Novice Professional Teacher Guru
Progress Claims
Overclaims
Underclaims
 
 
Actual Revenue to Date
 
 
Please nominate your proficiency in the following:
None Very Little Student Novice Professional Teacher Guru
Physical Progress
Earned Value - Directs
Earned Value - Indirects
Earned Sell Value
Effect of Unbalanced Bid (Earned Value Surplus / Shortfall)
 
 
Key

The list below details the skill level for the following matrix questions:

None - Never heard of it
Very Little - Have heard of it
Student - Understand some of the concepts, but never used
Novice - Understand some of the concepts and have used before
Professional - Understand most of the concepts and use regularly
Teacher - Understand most of the concepts, have used it before, and have taught others how to use
Guru - Understand everything about this item, including the different points of view and the pros/cons of different approaches. Have used and taught people how to use
 
 
 
Forecast Expenditure
 
 
Please nominate your proficiency in the following:
None Very Little Student Novice Professional Teacher Guru
Activity Based Forecasting
Committed Costing Based Forecasting
Time Related Forecasting
Contingency Forecasting
 
 
Other
 
 
Please nominate your proficiency in the following:
None Very Little Student Novice Professional Teacher Guru
Planned Budget to Date
Planned Revenue to Date
Cost Performance Index (CPI)
Schedule Performance Index (SPI)
Earned Value Project Management (EVPM)
Unidentified Variation
Profit / Profit Release Model
Flexible Budget (Time Phased Cost / Profit Release)
Cash Flow Analysis
Reporting (Project) eg. Cost Analysis Report
Reporting (Business Unit) eg. Contract Valuation
Monthly Reviews (Project)
Monthly Reviews (Business Unit)
 
 
What are the main areas within Project Financial Management that you feel you are most proficient in?
   
 
 
Would you be interested in being a regional representative in your area of proficiency for the following Project Financial Management initiatives?
Yes No
* Business Unit PFM Rep
* Regional Point of Contact for areas of expertise (superuser)
* Project PFM Rep
* Peer Reviews of Projects
* PFM Process Development
* Quarterly PFM Forum
* Oracle Projects Rep
* SMS/Oracle Enhancement Testing
* SMS Steering Committee
* PFM Newsletter Contribution
* Other Rollout Initiatives
 
 
 
IMPORTANT NOTE:

Selecting "Exit Survey" will lose all responses entered so far. Please click "Continue" to complete the survey and log your responses.
 
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