module 10 - managing construction and completions facilitator guide rev0
DESCRIPTION
trainingTRANSCRIPT
-
Managing Construction and Completions
Facilitator's Guide Module 10 Draft A 06/02/2008
-
Copyright 2007 WorleyParsons Services Pty Ltd This document has been prepared on behalf and for the exclusive use of WorleyParsons. This document may not be reproduced without the express permission of the Business Process Owner
Level 12, 333 Collins Street Melbourne Vic 3000 Australia Telephone: +061 3 8676 3500 Facsimile: +061 3 8676 3505 www.worleyparsons.com WorleyParsons Services Pty Ltd ABN 61 001 279 812
Facilitator's Guide Module 10 Managing Construction and Completions Rev Description Orig Review WorleyParsons
Approval Date
A Initial draft Jane Woodhead
Bruce Leigh
0 Issued for Use Bruce Leigh
Mike Reilly
Mike Reilly
07/03/08
-
Draft A 06/02/2008 Managing Construction and Completions Page i
Managing Construction and Completions
About this Facilitator Guide...................................................................................... 1 Before You Start ........................................................................................................ 2 Preparation.................................................................................................................. 2 Planning ...................................................................................................................... 2 Resources ................................................................................................................... 2 Agenda ........................................................................................................................ 2 Resources Checklist ................................................................................................. 3 Agenda ....................................................................................................................... 5 Construction Management and CompletionsFacilitators Guide ....................... 8
-
Draft A 06/02/2008 Managing Construction and Completions Page 1
ABOUT THIS FACILITATOR GUIDE
The Managing Construction and Completions Facilitator Guide has been designed to assist facilitators to effectively deliver the training module. The guide provides support and guidance in how to engage the participants and work through the training materials in an effective way.
This module is the 10th module in the suite of WorleyParsons Project Management Skills Development Training. The modules in the suite are:
Module 1 Project Initiation, Scope Management and Project Close-out Module 2 Project Controls and Commercial Management Module 3 Managing Project Risk Module 4 Business Management Systems Module 5 HSE Management Module 6 Proposals Module 7 Managing Project Quality Module 8 Team Leadership and Communications Module 9 Managing Project Procurement Module 10 Managing Construction and Completions
-
Page 2 Managing Construction and Completions Draft A 06/02/2008
BEFORE YOU START
Preparation
Read the module 10, Managing Construction and Completions several times to thoroughly understand the content and be able to answer participants questions.
Planning
Plan to arrive at the training venue one hour before your presentation is due to start. Use this time to set up and check the technology, set out the materials and greet participants when they arrive. If you are well-prepared this will help create a relaxed environment that is supportive of learning.
Resources
For Resources Checklist, see page 3.
Agenda
For a sample Agenda, see page 5.
-
Draft A 06/02/2008 Managing Construction and Completions Page 3
RESOURCES CHECKLIST
Resources 9 Training materials
Managing Construction and Completions Module 10 Participants Manual (one copy per participant)
Managing Construction and Completions Module 10 Facilitators Guide (one copy for facilitator)
Managing Construction and Completions Module 10 PowerPoint Presentation
Prepare flipcharts (Agenda)
Handouts: Constructability Input Procedure (FCP-0003) Construction Management Plan Task Sheet (FCP-9001) Construction Preliminary Planning Procedure (FCP-0002) Construction Progress Control Procedure (FCP-0007) Contractor Progress Meeting Minutes Template (FCF-1010) Detailed Construction Planning Procedure (FCP-0004) Direction and Monitoring of Contractor Performance Procedure (FCP-0012) Field Instruction Form (PSF-0069) Guideline: Contracts, Changes, Claims & Backcharges (incl Liquidated Damages)
(PSP-0346) HSE Subcontractor Selection and Management Procedure (CHP-0065) Industrial Relations Plan Task Sheet (FCP-9003) Management of Project Change Procedure (PCP-0010) Progress Measurement and Reporting Task Sheet (SCP-9003) Progress Measurement Construction Guideline (PCP-0005) Project Assurance Plan Task Sheet (PAP-9004) Site Based Contract Administration Procedure (FCP-0011) Site Establishment Procedure (FCP-0005) Site Queries Procedure(FCP-0016) Supplier Call Out Instruction Template (FCF-1026)
Attendance List
Evaluation sheet
Equipment
Tables and chairs in U-shape
Laptop with presentation loaded (and back up copy)
Data show
Projection screen
Flipchart
Flipchart paper
Flipchart pens
Whiteboard
-
Page 4 Managing Construction and Completions Draft A 06/02/2008
Resources 9 Whiteboard pens
Water and glasses
Minties in bowls
-
Draft A 06/02/2008 Managing Construction and Completions Page 5
AGENDA
This is a sample agenda for the Construction Management and Completions Module. This agenda assumes an 8.00am start and 5.00pm finish.
Topic Time Introduction
About this training session Safety Moment Emergency Procedures Introductions Learning Objective Leaning Outcomes Agenda Module 10, Managing Construction and Completions
20 mins 8.00-8.20
Overview Overview
20 mins 8.20-8.40
Roles and Responsibilities Role of the Project Manager Construction Managers Responsibilities Completions Managers Responsibilities
20 mins 8.40-9.00
Activity
Project Planning Key deliverables Pre-mobilization of Construction Pre-mobilization of Completions Construction Pre-mobilization Meeting Construction Methodology Brownfield vs Greenfield Prerequisites/Critical Construction Inputs Preliminary Construction Planning Detailed Construction Planning Construction Management Plan (CMP) Site Establishment and Logistics
30 mins 9.00-9.30
Constructability Construction Team Input into Execution Planning and Design Constructability Reviews Modularization and Pre-assembly
25 mins 9.30-9.55
Activity Break
15 mins 9.55-10.10
-
Page 6 Managing Construction and Completions Draft A 06/02/2008
Topic Time Site Organization and Resource Management
Site Organization Resource Management
30 mins 10.10-10.40
Communication and Team Work Project Culture, Trust and Team Work Home Office and Site Office Communication and Teamwork Coordination Cooperation
20 mins 10.40-11.00
Issue Resolution Problem Action
20 mins 11.00-11.20
Quality Management Quality Assurance Plan Quality Inspection Construction Contractors Responsibilities for Quality Control Contractors Quality Control Plans Inspection and Test Plans Checklists and Rectification of Defects Inspection Completion and Punch Listing Quality Records
20 mins 11.20-11.40
Protocols for Construction Site Visits Security Plan Visitors Dress Code
20 mins 11.40-12.00
Lunch
60 mins 12.00-1.00
Health, Safety and Environment (HSE) Safety Zero Harm Strategies for Promoting Safety Environment
25 mins 1.00-1.25
Industrial Relations Industrial Relations Strategy Management of Construction Contractor Industrial Relations
20 mins 1.25-1.45
-
Draft A 06/02/2008 Managing Construction and Completions Page 7
Topic Time Risk Management - Construction
Aligning with Zero Corporate Harm Construction Risk Key Elements Risk/Hazard Control Mitigation Plans
30 mins 1.45-2.15
Construction and Field Procurement Considerations for construction contracts Examples of construction contracts Interface between Construction and Procurement Mitigation Plans MARIAN Managing Site Contracts
30 mins 2.15-2.45
Construction Control and Reporting Construction Progress Measurement and Control Measurement Tools and Methodologies Construction Reports Project Meeting
30 mins 2.45-3.15
Break
15 mins 3.15-3.30
Document Management Controlled Documents Document Control Procedure for the Construction Site Document Review and Sign-off Document Control Registers
20 mins 3.30-3.50
Completions Commissioning and turnover to the Customer
Pre-commissioning Commissioning Completions Management Tool (CMT)
30 mins 3.50-4.20
Change Management Project Managers Responsibilities
20 mins 4.20-4.40
Summary and Feedback Summary and Feedback
20 mins 4.40-5.00
-
Page 8 Managing Construction and Completions Draft A 06/02/2008
CONSTRUCTION MANAGEMENT AND COMPLETIONSFACILITATORS GUIDE
Introduction
Slide 1
1
Welcome to Worley Parsons Project Management Process (WPMP) Training
Module 10 Managing Construction and Commissioning
Slide 2
2
Introduction
X Welcome
X Safety Moment
X Emergency Procedures
X Introductions
X Learning Objectives
X Learning Outcomes
X AgendaModule 10 Construction Management and Completions
About this training session
Welcome Welcome participants to the Worley Parsons Managing
Construction and Completions training. Introduce yourself and your role at WorleyParsons. Check that the participants have a copy of the Participants
Manual. Explain that the Participants Manual is a valuable resource
during training and in the future. About this Training Session Explain the structure of the training session Explain that the training will be interactive and encourage
participants to contribute with questions and examples from their own experience.
Safety Moment Share a safety moment with the group. Emergency Procedures Explain the emergency procedures for the venue.
Participant Introductions Ask participants to introduce themselvesname, role and
expectations about the training Document participants expectations on the flipchart (optional)
Slide 3
3
Introduction
On completion of this module, you will have:
X A basic understanding of what the Construction and Completions functions provide to complete an EPCM project
X An understanding of the methodologies and tools that will enableyou to work with Construction to successfully deliver a project
Learning Objectives
Present Learning Objectives
Slide 4
4
Introduction
X Understand the reasons for requiring Construction and Completions involvement early in project planning
X Plan and incorporate constructability reviews and construction lessons learnt into project design and contracting
X Address design strategy opportunities for design standardization, modularization and pre-assembly
X Understand typical Construction and Completions organization charts and associated roles and responsibilities
On completion of this module, you will be able to:
Learning Outcomes
Present Learning Outcomes
-
Draft A 06/02/2008 Managing Construction and Completions Page 9
Slide 5
5
Introduction
X Have a basic understanding of the key processes used by Construction and Completions
X Understand the needs of Construction, including AFC drawings and materials being available on time, and how this determines Engineering and Procurement priorities
X Have a basic understanding of the typical progress reporting provided by Construction and Completions
X Have a basic understanding of Industrial Relations (IR) requirements
On completion of this module, you will be able to:
Learning Outcomes (continued)
Present Learning Outcomes (continued)
Slides 6
6
Agenda
X IntroductionX OverviewX Roles and ResponsibilitiesX Project PlanningX ConstructabilityX Site Organization and Resource ManagementX Communication and Team WorkX Issue ResolutionX Quality ManagementX Protocols for Construction Site Visits
Present Agenda.
Slides 7
7
Agenda, continued
X Health, Safety and Environment (HSE)X Industrial RelationsX Risk Management ConstructionX Construction and Field ProcurementX Construction Control and ReportingX Document ManagementX Completions Commissioning and turnover to the CustomerX Change ManagementX Summary and Feedback
Present Agenda (continued).
Transition We have covered our Introduction, and we will now move on to discuss an Overview of managing construction and completions.
-
Page 10 Managing Construction and Completions Draft A 06/02/2008
Overview
Slide 8
8
Overview
X What is Construction
X What is Completions
X What is Commissioning
Ask, participants I. What is construction?
II. What is completions? III. What is commissioning?
Refer to Participants Manual pages 4-7. Explain Figure 2 Stages in Construction and Completions. Ask Review Questions. Refer to Participants Manual page 8
Slide 9
9
Agenda
X IntroductionX OverviewX Roles and ResponsibilitiesX Project PlanningX ConstructabilityX Site Organization and Resource ManagementX Communication and Team WorkX Issue ResolutionX Quality ManagementX Protocols for Construction Site Visits
Transition We have covered the Overview, and we will now move on to discuss Roles and Responsibilities.
-
Draft A 06/02/2008 Managing Construction and Completions Page 11
Roles and Responsibilities
Slide 10
10
Roles and Responsibilities
X Establish management processes and controls that result in a successful project
X Responsible for total project delivery
What is the role of Project Manager?
Ask participants I. What is the role of the Project Manager with managing
construction and completions? II. What is the role of the Construction Manager?
Discuss Refer to Participants Manual page 9-11.
Slide 11
11
Roles and Responsibilities
X Construction Planning
X Cost Management
X Time Management
X Quality Management
X Contract Administration
X Safety Management
X Construction Management
X Industrial Relations
What are the Construction Managers Responsibilities?
What are the responsibilities of the Construction Manager with managing construction? Discuss Refer to Participants Manual pages 9-10. Ask Review Questions on pages 13.
Slide 12
12
Roles and Responsibilities
X Safety Management and promotion of HSE culture
X Completions Management Planning, Development & Execution
X Cost & Time Management
X Quality Management
X Site Operator Interfaces
X Site Administration after Construction
X Operator training
X Interim Facilities Turnover to the Customer/Operator, pending formal project Turnover by the Project manager
What are the Completion Managers Responsibilities?
What are the responsibilities of the Completions Manager with managing completions? Discuss Refer to Participants Manual pages 11-12. Ask Review Questions on pages 13.
Slide 13
12
Agenda
X IntroductionX OverviewX Roles and ResponsibilitiesX Project PlanningX ConstructabilityX Site Organization and Resource ManagementX Communication and Team WorkX Issue ResolutionX Quality ManagementX Protocols for Construction Site Visits
Transition We have covered Roles and Responsibilities and we will now move on to discuss Project Planning
-
Page 12 Managing Construction and Completions Draft A 06/02/2008
Project Planning
Slide 14
14
Project Planning
X The project schedule should be driven from the back end
X Early Construction and Completions involvement is absolutely necessary
X Project WBS must meet with the minimum Contracting and Construction requirements
X Identify issue of key deliverables
Key schedule deliverables by the Project Team
The overall Project schedule aligns the logic, precedence and duration for each engineering, procurement and construction task. The construction schedule drives Engineering, Procurement, delivery and installation of the various components which make up the plant. Ask participants What are the key deliverables that the schedule gives to the project team? Discuss. Refer to Participants Manual pages 14-15.
Slide 15
15
Project Planning
X Construction Manager completes pre-mobilization details with Construction Team
X Project and Construction Managers ensures that the Construction team do not mobilize too early
X Project and Construction Managers ensure that the mobilization plan is based on an assured flow of ongoing work
Pre-mobilization of Construction
The Construction & Completions Managers should complete pre-mobilization details with their Teams.
I. What are the teams responsibilities for pre-mobilization? II. How are materials management, procurement and
contracts involved? Discuss. Refer to Participants Manual pages 16.
Slide 16
16
Project Planning
X When do you hold a pre-mobilization meetings
X What are the Project Managers responsibilities
Construction & Completions Pre-mobilization Meetings
Ask participants
I. When do you hold a pre-mobilization meeting? II. What are the Project Managers responsibilities?
Discuss. Refer to Participants Manual page 16.
Slide 17
17
Project Planning
X What is the difference between Brownfield vs Greenfield construction projects
X What expected delays on Brownfield projects may influence the estimate
Construction Methodology Brownfield vs Greenfield
Ask participants What is the difference between Brownfield vs Greenfield sites? Discuss. Refer to Participants Manual page 17.
Slide 18
18
Project Planning
X Environmental impact of job
X Successful scheduling
X Site safety
X Availability of materials
X Logistics (road transport, shipping schedules, resources, etc)
X Inconvenience to public caused by construction delays
X Preparing tender documents
Prerequisites/Critical Construction Inputs
Effective planning is essential.
I. What must you consider? II. What are the prerequisites/critical construction inputs?
Discuss. Refer to Participants Manual page 17-18.
-
Draft A 06/02/2008 Managing Construction and Completions Page 13
Slide 19
18
Project Planning
Construction Manager is responsible for
X Completing construction preliminary planning Keeping Project Manager informed about issues and progress Making recommendations to Project Manager where issues
and needs may impact on planning by other disciplines
X Documenting the outcome of preliminary planning in a Construction Management Plan (CMP) outline
Preliminary Construction Planning
What are the Construction Managers responsibilities for preliminary construction planning? Discuss. Refer to Participants Manual page 19.
Slide 20
19
Project Planning
Detailed Construction Planning
Issue to project team
Customer approval
Revise at Approved for Construction (AFC) stage
EXECU
TE
Review CMP
DEFIN
E
Draft CMP
Detailed construction planning provides a basis and guidelines for construction in the form of a Construction Management Plan (CMP). The CMP is developed during the Define phase and a key deliverable at the gate prior to the Execution phase.
I. What is the process for developing a CMP? II. Walk through the diagram. III. What are the elements that are addressed by the CMP?
Discuss. Refer to Participants Manual page 20-21.
Slide 21
20
Project Planning
As Project Manager you are responsible for
X Ensuring CMP is prepared according to overall proejctrequirements
X Reviewing and approving the CMP
X Issuing the CMP to the customer
Construction Management Plan (CMP)
What are the Project Managers responsibilities? As Project Manager you are responsible for: Reviewing and approving the CMP Issuing the CMP to the customer. Discuss. Refer to Participants Manual page 21.
Slide 22
21
Project Planning
X Reviewing Construction Management Plan (CMP)
X Determining responsibilities at the siteCustomer and other stakeholders
X Reviewing Mobilization Plan and considering the support servicesrequirements for mobilization
X Reviewing the Contracts Plan and confirming the contracts strategy
X Determining the project layout for all temporary facilities
X Obtaining necessary licenses and permits
X Consideration of required temporary facilities
Site Establishment and Logistics
Before construction can begin, the site facilities and services must be set up. What are the Construction Managers responsibilities for site establishment and logistics? Discuss. Refer to Participants Manual page 21-22.
Slide 23
22
Project Planning
X Establishing utilities for and at the site
X Establishing facilities at the sitefor example, transport and storage, accommodation, sanitary arrangements, fire and other hazard protection
X Developing site administration procedures
X Developing a HSE plan for the site
X Setting up site offices and services
X Developing a plan to resolve site-related issues
X Developing site security procedure
Site Establishment and Logistics, continued
Discuss Refer to Participants Manual page 21-22 Ask Review Questions on pages 21-22
-
Page 14 Managing Construction and Completions Draft A 06/02/2008
Slide 24
23
Agenda
X IntroductionX OverviewX Roles and ResponsibilitiesX Project PlanningX ConstructabilityX Site Organization and Resource ManagementX Communication and Team WorkX Issue ResolutionX Quality ManagementX Protocols for Construction Site Visits
Transition We have covered Project Planning, and we will now move on to discuss Constructability.
-
Draft A 06/02/2008 Managing Construction and Completions Page 15
Constructability
Slide 25
25
Constructability
X Ensures that BOD covers all construction cases i.e. Fabrication location, transportation and installation techniques
X When is Construction Team input required in a project
X What questions does constructability address Can it be constructed and how best to do it efficiently Can it be maintained Can it be operated
Construction Team Input into Execution Planning and Design
Ask participants When is the Construction Teams input required in a project? Construction Team input is required early in a projects development and needs to be continued through to execution. This input is necessary to determine constructability and the projects schedule.
I. What questions does constructability address? II. What are your responsibilities as Project Manager for
constructability? Discuss. Refer to Participants Manual page 23.
Slide 26
26
Constructability
X Safety, including safety in design
X Interfaces with operations and other contracts
X Ability to pre-assemble as much as possible off site or on the ground prior to erection
X Installation access
X Transportability
X Ease of construction
X Standardization
X Ease of Commissioning
Constructability Reviews
I. When are constructability reviews conducted? During tender or feasibility stages. More detailed and thorough reviews during detailed
design stages. Often conducted at the 10-20% and 50-60$ stages.
II. What do constructability reviews include? Discuss. Refer to Participants Manual page 24-25.
Slide 27
27
Constructability
X Cost effectiveness
X Fabrication, Installation and Completions methodologies to reduce schedule
X A check that design cases cover Construction Phases as appropriate and not just operating conditions
Constructability Reviews continued
Discuss. Refer to Participants Manual page 24-25.
Slide 28
28
Constructability
X Inputs to ALL Plans including BOD and project schedule
X Specific constructability checklists across all functions, scope and disciplines
X Action lists for changes to design and procurement
X Early planning for proper activity sequencing including Completions
X Identifying any unusual factors affecting construction
X Identifying any unusual costs not identified by normal estimating methods
Constructability Reviews Outputs
What are the outputs of Constructability reviews? Discuss. Refer to Participants Manual page 25.
-
Page 16 Managing Construction and Completions Draft A 06/02/2008
Slide 29
29
Constructability
X Identifying staffing requirements, facilities, warehousing, documentation, information flow, quality, safety, cost and schedule
X Identifying heavy lift/rigging plans requirements and development of cost options for major and complex lifts
Constructability Reviews Outputs Continued
Discuss. Refer to Participants Manual page 25.
Slide 30
30
Constructability
X Methodology Pre-assembly
X Methodology modularization
X Early definition
X Module grade levels
X Module configuration
X Module sizing
X Module contents
Modularization and Pre-assembly
I. What is modularization? A technique which involves and affects all phases of design, procurement and construction/erection.
II. What are the opportunities for modularization and pre-assembly?
Discuss. Refer to Participants Manual page 26-28. Ask Review Questions. Refer to Participants Manual page 28-29
Slide 31
28
Constructability
X What are five examples of benefits that constructability gives to a project?
X What would each benefit mean for a projects schedule and costs?
Activity One Group Discussion
Activity 1 Group Discussion Provide at least five examples that indicate the benefits that constructability gives to a project and what they would mean for a projects schedule and costs. Divide participants into small groups to answer questions and then share answers with large group. (Optional ask question to large group and discuss).
Slide 32
29
Agenda
X IntroductionX OverviewX Roles and ResponsibilitiesX Project PlanningX ConstructabilityX Site Organization and Resource ManagementX Communication and Team WorkX Issue ResolutionX Quality ManagementX Protocols for Construction Site Visits
Transition We have covered Constructability and we will now move on to discuss Site Organization and Resource Management.
-
Draft A 06/02/2008 Managing Construction and Completions Page 17
Site Organization and Resource Management
Slide 33
33
Site Organization and Resource Management
X Mechanical / Piping / Structural Superintendent
X Electrical and Instrumentation Superintendent
X Civil and Earthworks Superintendent
X Scaffolding Superintendent
X HSEC Advisor(s)
X Tie-in Coordinator (BrownfieldsProjects)
Site Organization RolesThe organization structure is dependant on the size, contracting strategies and complexity of the project and may differ than what is typically shown in the charts
X Document Controller
X Field Engineering
X QA/QC Inspector
X Senior Planner/Scheduler
X Senior Cost Engineer
X Senior Contracts Engineer.
Key roles and reporting lines for projects should be set out in organization charts. The detail in the charts will depend on the: Size and complexity of the job Projects construction and contracting strategies. Discuss the roles that are included in the construction site organization. Refer to Participants Manual page 31.
Slide 34
31
Sample Project Organization Chart
Comm Org Chart
Lead Civil/Structural
Engineer
Lead Piping Engineer
Lead Electrical Engineer
Const Org
Chart
WorleyParsons Project Sponsor
Customer Project Manager
Project Quality Manager
Administrative Assistant
HSE Manager Procurement Manager
Project Engineer Manager
Engineering Manager
Construction Manager
Project Controls Manager
Commissioning Manager
Lead Cost Engineer
Prime Contract Administrator
Lead Planner
Lead Estimator
Project Accountant
Purchasing Supervisor
Materials Management Supervisor
Vendor Inspection
Coordinator
Contracts Supervisor
MCS Supervisor
Lead Document Controller
Lead Process Engineer
Piping Design Coordinator
Lead Mechanical Engineer
Lead Control Systems Engineer
WorleyParsons Project Manager
The construction organization and staffing arrangements must be documented in a Construction Staffing Plan that requires periodic updating. Refer to Participants Manual page 32.
Slide 35
32
Construction Site Organization Chart
Construction Engineering
Resident Engineer Office Engineer Field Engineer Document Control
Project Controls
Cost Planning Estimating Reports
Site Services
Office Services Human Resources Industrial Relations Accounting
Materials Management
Materials Control Warehouse Field Purchasing
Contract Administration
Quantity Surveyors
Construction Supervision
Civil/Structural Mechanical Electrical Piping I & C Welding Tools & Equipment
Construction Inspection
Civil/Structural Mechanical Electrical Piping I & C Welding
HSE
Health Safety Environment
Project Quality Manager
WorleyParsons Project Manager
Construction Manager
Explain Organization Chart. Refer to Participants Manual page 33.
Slide 36
36
Sample Completions Site Organization Chart
CompletionsManager
CommissioningSuperintendent
Permit To WorkCoordinator
Handover/Turnover
Coordinator
PunchlistCoordinator
CommissioningPlanner
SeniorCommissioning
DisciplineTechnicians
CommissioningDiscipline
Technicians
OperationsRepresentative
WorleyParsonsProject Manager
CommissioningEngineer
-Electrical-Instrument-Process-Mechanical
-Electrical-Instrument-Process-Mechanical
CompletionsManager
CommissioningSuperintendent
Permit To WorkCoordinator
Handover/Turnover
Coordinator
PunchlistCoordinator
CommissioningPlanner
SeniorCommissioning
DisciplineTechnicians
CommissioningDiscipline
Technicians
OperationsRepresentative
WorleyParsonsProject Manager
CommissioningEngineer
-Electrical-Instrument-Process-Mechanical
-Electrical-Instrument-Process-Mechanical
Explain Organization Chart. Refer to Participants Manual page 34.
Slide 37
37
Site Organization and Resource Management
X Construction Staffing Plan Preliminary plan to be developed at FEED to form basis of CM Labor
estimate
Project, Construction and HR Managers to formulate proposed construction organization resource plan
X Obtaining suitably experienced staff, subcontractors Project, Construction, Procurement and HR Managers to source
X Demobilization Conducted either by the Construction or Completions Managers
Resource Management
The Project Manager and the Construction Manager develop a proposed construction organization and resource plan for the project, involving human resources (HR) Proposed contracting strategies are discussed and agreed. A demobilization plan is prepared for the site. Discuss. Refer to Participants Manual page 35-36. Ask Review Questions Refer to Participants Manual page 36.
-
Page 18 Managing Construction and Completions Draft A 06/02/2008
Slide 38
35
Agenda
X IntroductionX OverviewX Roles and ResponsibilitiesX Project PlanningX ConstructabilityX Site Organization and Resource ManagementX Communication and Team WorkX Issue ResolutionX Quality ManagementX Protocols for Construction Site Visits
Transition We have covered Site Organization and Resource Management and we will now move on to discuss Communication and Teamwork.
-
Draft A 06/02/2008 Managing Construction and Completions Page 19
Communication and Team Work
Slide 39
39
Communication and Team Work
X As a Project manager encourage a Positive project culture
X Mutual trust and team respect
X Team work Coordination Cooperation Communication Compromise, and Trust
Project Culture, Trust and Teamwork
Ask participants
I. How would you recognise a positive team culture? II. What, in your experience, undermines trust on a team? III. What, in your experience, does an effective Project
Manager do to build trust on a team? Discuss. Refer to Participants Manual page 37.
Slide 40
40
Communication and Team Work
X Ensure Construction and Completions Managers are included in key project meetings
X Project meetings to be held on site at regular intervals during Construction phase
X Have engineering spend time on the construction site to conduct follow on engineering
X Have a well-defined and adequately resourced Field Engineering group to manage on-site engineering queries linking back to the Home Office
X Construction and Completions to be included in project team building sessions.
Home Office and Site Office Communication and Teamwork
What are the keys to success for a Project Manager do to improve home office and site office communication? Discuss. Refer to Participants Manual page 37.
Slide 41
41
Communication and Team Work
X Regular on-the-job meetings
X Ensure work is organised according to schedule
X Ensure that the Site logistics plan supports all phases of the project
X Monitoring and expediting the processing of shop drawings, samples and other submittals for approval in a timely manner
X Immediate reporting of damage or loss
Coordination
Your role as Project Manager is to provide support and guidanceto the Construction and Completions Management Teams
How can a Project Manager provide support and guidance to support the project team? Refer to Participants Manual page 37.
Slide 42
39
Communication and Team Work
X Settling money issues promptly
X Submission of progress and final payment applications using the contracts established procedure
X Communications between the construction Contractor and the engineer being facilitated through WorleyParsons
X Nurturing relationships being conducted between WorleyParsonsConstruction Management Team and construction Contractorsauthorized representatives
Cooperation
Your role as Project Manager is to encourage cooperation
What is the role of the Project Manager to foster cooperation? Discuss. Refer to Participants Manual page 38-39. Ask Review Questions. Refer to Participants Manual page 39
Slide 43
40
Agenda
X IntroductionX OverviewX Roles and ResponsibilitiesX Project PlanningX ConstructabilityX Site Organization and Resource ManagementX Communication and Team WorkX Issue ResolutionX Quality ManagementX Protocols for Construction Site Visits
Transition We have covered Communication and Team Work and we will now move on to discuss Issue Resolution.
-
Page 20 Managing Construction and Completions Draft A 06/02/2008
Issue Resolution
Slide 44
41
Issue Resolution
X What is the effect of saving up issues for resolution later
Problem
X What should Project Managers do about resolving issues
Action
Ask participants
I. What is the effect of saving up issues for resolution later?
II. What should Project Managers do about resolving issues? Discuss. Refer to Participants Manual page 40.
Slide 45
42
Agenda
X IntroductionX OverviewX Roles and ResponsibilitiesX Project PlanningX ConstructabilityX Site Organization and Resource ManagementX Communication and Team WorkX Issue ResolutionX Quality ManagementX Protocols for Construction Site Visits
Transition We have covered Issue Resolution, and we will now move on to discuss Quality Management.
-
Draft A 06/02/2008 Managing Construction and Completions Page 21
Quality Management
Slide 46
43
Quality Management
X Project procedures
X Quality processes used at project level
X Continuous improvement
X Audit program
Quality Assurance Plan
What does the Quality Assurance Plan cover? Are Construction Contractors accountable to the Project Manager? No. Construction Contractors are accountable to the Construction Manager and project personnel and are accountable to the Project Manager. Discuss. Refer to Participants Manual page 42.
Slide 47
47
Quality Management
X Reporting deficiencies that may affect delays in completion of work
X Issuing of Non-conformance Reports and Corrective Action Requests to the Construction Manager
X To accurately reflect the project Quality Plan expectations and desired outcomes
Construction Contractors Responsibilities for Quality Control
What are the Construction Contractors responsibilities for Quality Control? Discuss. Refer to Participants Manual page 41.
Slide 48
49
Quality Management
X Ensures the status of inspection and test is known at all times
X Provides documentary evidence of the satisfactory completion of required tests
Inspection and Test Plans
I. What is the purpose of the Inspection and Test Plans?
II. How are they used? Discuss. Refer to Participants Manual page 42.
Slide 49
50
Quality Management
X Checklists provide a verification record of a test
OR
the completion status prior to a non-reversible step
X An inspector produces a Defect List when they find defects or requirements for rework
Checklists and Rectification of Defects
How are checklists and rectification of defects used? Discuss. Refer to Participants Manual page 42.
Slide 50
51
Quality Management
X A construction contractor may request inspection clearance from the Site Inspector
X Where the inspector finds defects a punch list must be attached to the Inspection Release Certificate.
X Punch list Can only be cleared by the site supervisory team and forms
part of the contract quality records
Indicates the category of the punch list items and dates by which they will be completed.
Inspection Completion and Punch Listing
What happens if the Inspector discovers defects? Discuss. Refer to Participants Manual page 42.
-
Page 22 Managing Construction and Completions Draft A 06/02/2008
Slide 51
52
Quality Management
X Construction contractors must provide a Manufacturers Data Report (MDR)
X MDR contains Documentary evidence of inspection and test activities As-built status of work Compliance status with relevant standards, codes and
specifications
Quality Records
I. What is an MDR?
II. How is it used by Construction Contractors? Discuss. Refer to Participants Manual page 42.
Slide 52
53
Agenda
X IntroductionX OverviewX Roles and ResponsibilitiesX Project PlanningX ConstructabilityX Site Organization and Resource ManagementX Communication and Team WorkX Issue ResolutionX Quality ManagementX Protocols for Construction Site Visits
Transition We have covered Quality Management, and we will now move on to discuss Protocols for Construction Site Visits.
-
Draft A 06/02/2008 Managing Construction and Completions Page 23
Protocols for Construction Site Visits
Slide 53
53
Protocols for Construction Site Visits
X Is project-specific and covers legalities and that Customer requirements are addressed and who controls security and access
X Oversees project security measures
X Is reviewed by WorleyParsons Executive Project Management and the Customer
X Ensures that correct Inductions and Orientations are conducted i.e. Permanent Construction Personnel Visitors Inducted but infrequent visits Surveillance Visits
The Security Plan
What is the difference in protocol between: I. Visitors
II. Infrequent visitors III. Surveillance visits.
Discuss. Refer to Participants Manual page 43.
Slide 54
54
Protocols for Construction Site Visits
X Minimum PPE requirement Safety boots Hard hat Safety glasses Long trousers Long sleeve shirts High visibility vest or clothing
X Additional PPE requirement Mono-goggles Gloves Hearing protection Fire retardant clothes
Dress Code
What are the PPE requirements for dress code? Discuss. Refer to Participants Manual page 44. Ask Review Questions. Refer to Participants Manual page 44-45
Slide 55
56
Agenda, continued
X Health, Safety and Environment (HSE)X Industrial RelationsX Risk Management ConstructionX Construction and Field ProcurementX Construction Control and ReportingX Document ManagementX Completions Commissioning and turnover to the CustomerX Change ManagementX Summary and Feedback
Transition We have covered Protocols for Construction Site Visits, and we will now move on to discuss Health, Safety and Environment (HSE).
-
Page 24 Managing Construction and Completions Draft A 06/02/2008
Health, Safety and Environment (HSE)
Slide 56
56
Health, Safety and Environment (HSE)
X Safety is the Number One Concern of Construction work as it is conducted in high risk areas
X Zero Harm applies to all projects
X Promotion of safety culture
Safety
I. What work experiences have reinforced the importance to you of Zero Harm?
II. Who is responsible for Zero Harm?
Discuss. Refer to Participants Manual page 46.
Slide 57
57
Health, Safety and Environment (HSE)
X Risk analysis Project Risk assessment Construction Risk Assessment Job hazard Analysis (JHA)
X Contractor selection Based on proven safety commitment and performance Documented proof of a Company Health and Safety Program Development of a Project specific OHS&E Management Plan Conscious effort to avoid hazardous situations by planning and risk
assessments
Strategies for Promoting Safety
As Project Manager, what strategies are available to you for promoting safety? Discuss. Refer to Participants Manual page 46-47.
Slide 58
58
Health, Safety and Environment (HSE)
X Other strategies Safety in design Plans and preparation for emergency conditions Periodic controlled audits on performance Quick and firm response if sub-standard performance found Recognition of safety performance and commitment Follow-up of OSH&E performance at contract close-out
X Proactive involvement of key Construction Contractors Involve Contractors in regular on site HSE meetings
Strategies for Promoting Safety, continued
Discuss. Refer to Participants Manual page 47
Slide 59
59
Health, Safety and Environment (HSE)
X Training and Inductions of Contractor personnel
X Site Safety policies and Procedures Develop a written safety policy of commitment to national and
state safety laws and regulations
Produce a comprehensive suite of safety procedures for use on site
Ensure that adequate safety equipment is available
Strategies for Promoting Safety, continued
Discuss. Refer to Participants Manual page 47
Slide 60
60
Health, Safety and Environment (HSE)
X Ensure a positive culture of relationships and communication by: Early analysis of project scope to identify key risk areas Early involvement of key Construction Contractors Clear communication of safety approach, programs, roles and
responsibilities
HSE incident reporting Regular Job Start meetings Toolbox meetings Job Hazard Analysis (JHA), Safe Working Instructions Take 5 Continuous Improvement activities Site notice board
Safety Communication
Discuss. Refer to Participants Manual page 48
Slide 61
61
Health, Safety and Environment (HSE)
X Project Environmental Plan All personnel are responsible for environmental observance
and accountability
X Impact of unforeseen environmental problems Ensure contingencies are in the budget for unforseen
problems
Resolve issues expediently Insurance concerns and project lenders liabilities Adverse impact on community
Environment
I. What issues does the Project Environmental Plan cover?
II. What might be the risks of unforeseen environmental problems?
Discuss. Refer to Participants Manual page 49.
-
Draft A 06/02/2008 Managing Construction and Completions Page 25
Slide 62
60
Agenda, continued
X Health, Safety and Environment (HSE)X Industrial RelationsX Risk Management ConstructionX Construction and Field ProcurementX Construction Control and ReportingX Document ManagementX Completions Commissioning and turnover to the CustomerX Change ManagementX Summary and Feedback
Transition We have covered Health, Safety and Environment (HSE) and we will now move on to discuss Industrial Relations.
-
Page 26 Managing Construction and Completions Draft A 06/02/2008
Industrial Relations
Slide 63
63
Industrial Relations
X What is the purpose of the Industrial Relations (IR) Strategy To manage Industrial relations during Define and Execute phases to
minimize time lost due to Industrial disputes The Industrial Relations must be jointly managed by the Project and
Construction Managers throughout the Project lifecycle
X What are the requirements of the IR Plan Where there is a need to have one within a project area To reflect our global requirements of managing IR That it be a sub-section of the PEP
X Who is in the IR Team The Customer, WorleyParsons IR specialist, Project Manager,
Construction Manager and collective Construction Contractors
Industrial Relations Strategy
I. What is the purpose of the IR Strategy?
II. What are the requirements of the IR Plan?
III. Who is in the IR Plan development team? Discuss. Refer to Participants Manual page 50.
Slide 64
64
Industrial Relations
X Jointly responsible for policies, procedures and principles contained in the IR approach with the Construction Manager
X Workplace consultative committees
Management of Construction Contractor Industrial Relations
I. What are the main considerations for managing Construction Contractor Industrial Relations?
II. Why would you include Construction Contractors in
workplace consultative committees? Discuss. Refer to Participants Manual page 50-51. Ask Review Questions. Refer to Participants Manual page 51-52
Slide 65
63
Agenda, continued
X Health, Safety and Environment (HSE)X Industrial RelationsX Risk Management ConstructionX Construction and Field ProcurementX Construction Control and ReportingX Document ManagementX Completions Commissioning and turnover to the CustomerX Change ManagementX Summary and Feedback
Transition We have covered Industrial Relations and we will now move on to discuss Risk ManagementConstruction.
-
Draft A 06/02/2008 Managing Construction and Completions Page 27
Risk Management - Construction
Slide 66
66
Risk Management Construction
X Risk Management Workshops Ensure that both Construction and Completions participate to
capture activity risks
X Planning and review process The process to capture all activities so that they can be
performed in a safe and timely manner
All activities should be aligned with the OneWay to Zero Harm philosophy
Aligning with Corporate Zero Harm
What experience do you have of planning and review for construction and pre-commissioning? Discuss. Refer to Participants Manual page 53.
Slide 67
67
Risk Management Construction
X Maximize Customer satisfaction
X Minimise risk Contractual/commercial exposures such as process and
performance guarantees, warranties, liabilities
Labor productivity risks for lump sum projects Supervisory quality Staff availability, morale, competency, retention HSE & security Intellectual Property (IP) protection Business ethics
Construction Risk Key Elements
How is construction risk managed to: I. Maximize customer satisfaction
II. Minimize risk? Discuss. Refer to Participants Manual page 53.
Slide 68
68
Risk Management Construction
The hierarchy of control is the systematic strategy used to:
X Elimination
X Substitution
X Engineering
X Administration
X Personal protection equipment
Risk/Hazard Control
I. What is the hierarchy of control? The systematic strategy is used to control exposure to the hazard.
II. How are controls ranked? In order of their effectiveness and desirability. Discuss. Refer to Participants Manual page 53-54.
Slide 69
69
Health, Safety and Environment (HSE)
X Continuous education and training in safety and safety awareness
X Strict safety requirements and experienced safety supervision
X Regular safety inspections and audits to verify compliance
X Requirements of the Construction Safety Case
X Requirements of Operational Safety Case
X Permit to Work System (requires Permit Holders)
Mitigation Plans
What is included in Mitigation Plans? Discuss. Refer to Participants Manual page 54.
Slide 70
68
Health, Safety and Environment (HSE)
X Excavation Procedure
X Works executed under an approved Work Instruction
X Construction HAZID Workshops and Risk Analysis Workshops
X Customer presence for tie-ins and shutdowns.
X Close interaction between construction and commissioning phases
Mitigation Plans, continued
Discuss. Refer to Participants Manual page 54.
Slide 71
69
Agenda, continued
X Health, Safety and Environment (HSE)X Industrial RelationsX Risk Management ConstructionX Construction and Field ProcurementX Construction Control and ReportingX Document ManagementX Completions Commissioning and turnover to the CustomerX Change ManagementX Summary and Feedback
Transition We have covered Risk Management - Construction, and we will now move on to discuss Construction and Field Procurement.
-
Page 28 Managing Construction and Completions Draft A 06/02/2008
Construction and Field Procurement
Slide 72
70
Construction and Field Procurement
X Market conditions
X Division of work
X Project Schedule (and other KPIs)
X Quality of scope definition
X Customer staffing model for the project
Considerations for Construction Contracts
I. What are the considerations for contract types?
II. What are examples of contract types? Discuss. Refer to Participants Manual page 55.
Slide 73
71
Construction and Field Procurement
X Lump sum
X Reimbursable
X Cost plus fixed fee
X Unit rate
X Mixed strategy
X Day work
X Incentive based
Examples of Construction Contracts
What types of contracts are there? Discuss. Refer to Appendix C Refer to Participants Manual page 55.
Slide 74
74
Construction and Field Procurement
X Key decisions and operational directions Construction Manager participates in key decision and
operational directions including assisting in the compilation ofSoW, Tender reviews and Construction Contractor selection
X Site requisitions These are primarily used where a service is not covered by a
project office issued contract or purchase order
X Program for site purchasing The Project Procurement Management Procedure will confirm
the limits set for site purchases
Interface between Construction and Procurement
I. What is the Construction Managers involvement with Procurement?
II. What are site requisitions used for?
Discuss. Refer to Participants Manual page 55-56.
Slide 75
75
Construction and Field Procurement
X Materials Management Inspection and expediting Materials receipt, quality control and inspection, identification
and resolution of deviations, item identity/tagging, and quarantine
Warehousing Issue control Material reconciliation Surplus identification Storage, packing and preservation requirements
MARIAN
I. What does materials management include?
II. What is the importance to the project of competent Construction Contractors?
Discuss. Refer to Participants Manual page 56.
Slide 76
76
Construction and Field Procurement
X The construction team administer the construction Contractors activities on site
X Vendor representations Construction and Completions interface with Engineering
office to establish vendor timing to site and arrange visit via Procurement
Contracts placed by the Customer
Encourage a Customer to relinquish control of the Contractor for the full duration of the Contract
Managing Site Contracts
I. What documents would you refer to in order to manage site contracts?
II. What happens if the customer wants to use an incumbent
contractor? Discuss. Refer to Participants Manual page 57-58. Ask Review Questions. Refer to Participants Manual page 58-59
-
Draft A 06/02/2008 Managing Construction and Completions Page 29
Slide 77
75
Agenda, continued
X Health, Safety and Environment (HSE)X Industrial RelationsX Risk Management ConstructionX Construction and Field ProcurementX Construction Control and ReportingX Document ManagementX Completions Commissioning and turnover to the CustomerX Change ManagementX Summary and Feedback
Transition We have covered Construction and Field Procurement and we will now move on to discuss Construction Control and Reporting.
-
Page 30 Managing Construction and Completions Draft A 06/02/2008
Construction Control and Reporting
Slide 78
76
Construction Control and Reporting
X Construction progress against the budget and schedule
X Contractor reporting of all contracts involving works at a construction site
Construction Progress Measurement and Control
Who is involved in construction progress measurement and control? Discuss. Refer to Participants Manual page 60.
Slide 79
79
Construction Control and Reporting
X Construction KPIs Meet project health and safety requirements Meet project schedule Meet project budget Meet project quality objectives Minimize environmental impact during construction Minimize inconvenience to local community and landowners Meets the Customers expectations
Construction Progress
Progress is determined based on the measurement of physical quantity of work done
Measurement Tools and Methodologies
I. What are some of the relevant KPIs?
II. How is construction progress determined?
III. How are construction forecasts created?
IV. How is contractor performance measured? Discuss. Refer to Participants Manual page 60-61.
Slide 80
80
Construction Control and Reporting
Construction Forecasts
Baseline schedule is used to monitor progress Schedule critical paths is update weekly
Contractor Performance Measurement
Earned hours by task are calculated by the actual progress achieved
Performance against the budget is monitored comparing actual vs earned hours
Measurement Tools and Methodologies, continued
Discuss. Refer to Participants Manual page 60-61.
Slide 81
81
Construction Control and Reporting
X Report Format Reports must follow format as agreed between the Project Manager
and the Customer
X Construction Site Reports Safety Incidents, near misses and hazard identification Progress, summary of activities, key deliveries at site Details about these reports are listed in the Progress Measurement
Construction Guideline, PCP-0005 Numbers of personnel on site, broken down by Construction
Contractor and construction work, supplier, material and equipment Areas of concern Contractual issues, variations, field instructions raised Other as agreed
Construction Reports
I. What is included in the format for construction reports?
II. What is included in Construction Site Reports? Discuss. Refer to Participants Manual page 62.
Slide 82
82
Construction Control and Reporting
X Construction Project Meetings Construction Contractor progress meetings are convened
weekly
Shorter duration projects may require meetings twice a week Project Manager should attempt to participate in progress
meetings at least once per calendar month.
Agenda Minutes
Project Meeting
I. How often should construction site meetings be held?
II. How often should the Project Manager attend? Discuss. Refer to Participants Manual page 63. Ask Review Questions. Refer to Participants Manual page 63- 64
-
Draft A 06/02/2008 Managing Construction and Completions Page 31
Slide 83
80
Agenda, continued
X Health, Safety and Environment (HSE)X Industrial RelationsX Risk Management ConstructionX Construction and Field ProcurementX Construction Control and ReportingX Document ManagementX Completions Commissioning and turnover to the CustomerX Change ManagementX Summary and Feedback
Transition We have covered Construction Control and Reporting, and we will now move on to discuss Document Management.
-
Page 32 Managing Construction and Completions Draft A 06/02/2008
Document Management
Slide 84
81
Document Management
X Specific constructability checklist
X Construction Management Plan
X HSE Management Plan
X Environmental Management Plan
X Drawings
Controlled Documents
What are the controlled documents that you would include in a project? Discuss. Refer to Participants Manual page 65.
Slide 85
82
Document Management
X Formal, documented procedure
X Procedure covers receipt, issue, transmittal and recording of drawings, specification and other documents
X Includes documents issued to or received from Contractors
X Documents must be uniquely numbered and registered
X Document Controller is responsible for document management and control
Document Control Procedure for Construction Site
All documents must be reviewed and signed off before issuing a transmittal. Discuss review and sign-off process. Discuss. Refer to Participants Manual page 65.
Slide 86
83
Document Management
X A document and drawing library must be maintained at the Construction site office
Document Review and Sign-off
Document Control Registers
X Document Control Registers must be maintained for all drawings, documents and correspondence
Discuss Document Control Registers. Discuss. Refer to Participants Manual page 66.
Slide 87
84
Agenda, continued
X Health, Safety and Environment (HSE)X Industrial RelationsX Risk Management ConstructionX Construction and Field ProcurementX Construction Control and ReportingX Document ManagementX Completions Commissioning and turnover to the CustomerX Change ManagementX Summary and Feedback
Transition We have covered Document Management and we will now move on to discuss Commissioning and Turnover Documentation.
-
Draft A 06/02/2008 Managing Construction and Completions Page 33
Completions Commissioning and Turnover to the Customer
Slide 88
88
Completions Commissioning and turnover to the Customer
X Pre-commissioning is now referred to as Commissioning Stage 1 Historically referred to as pre-commissioning
X Commissioning has four stages Commissioning Stage 1 Mechanical Completion Commissioning Stage 2 Function Testing Commissioning Stage 3 System Commissioning Commissioning Stage 4 Start-up and Ramp-up
Completions
I. Pre-commissioning is referred to as Commissioning Stage 1.
II. Commissioning has four stages. Discuss. Refer to Participants Manual page 67.
Slide 89
89
Completions Commissioning and turnover to the Customer
X Commissioning Stage 1 Mechanical Completion Features of this phase will include: Single discipline activity. Static or un-energized checking of equipment and components to
ensure specification compliance and correct installation.
Includes device installation checks. Calibration checks. Includes cable insulation and continuity checks. Includes motor rotation checks using rotation instruments Piping hydro-testing (usually completed in the fabrication yard) and
flushing.
Leak testing. Bolt up and torqueing verification (usually in conjunction with QA
Inspection).
Completions
What are the features of Commissioning Stage 1? Discuss. Refer to Participants Manual page 67-68.
Slide 90
90
Completions Commissioning and turnover to the Customer
Preparation of site teams for introduction of power and upcoming live plant testing.
First fill lubrication of equipment Alignment checking Preservation and warehousing. Acceptance of Red line As Built Documents. Inspection, agreement of the Mechanical Completion Punch List. Entry of all punch list items into CMT.
Completions, continued
Discuss. Refer to Participants Manual page 67-68.
Slide 91
91
Completions Commissioning and turnover to the Customer
X Commissioning Stage 2 Function testing Single discipline activity. Energized function testing. Completions phase Permit to Work system is in place. Inspection and agreement of the Stage 2 Punch List. Entry of all punch list items into CMT.
Completions, continued
What are the features of Commissioning Stage 2? Discuss. Refer to Participants Manual page 68.
Slide 92
92
Completions Commissioning and turnover to the Customer
Customer Operations participation in these activities is now mandatory
X Commissioning Stage 3 System commissioning Transformation from static checking to live testing Dynamic testing of complete systems and sub systems Completions and placing into service the utility systems. Confirmation that systems are ready to start up or accept
product
Inspection and agreement of the Stage 3 Punch List A Pre-Start Safety Review (PSSR) Entry of all punch list items into CMT.
Completions, continued
What are the features of Commissioning Stage 3? Discuss. Refer to Participants Manual page 68-69.
Slide 93
93
Completions Commissioning and turnover to the Customer
All work will be completed by system or area previously identified and included in the completions schedule
X Commissioning Stage 4 Start-up and ramp-up Introduction of product (or inert medium, followed by product) Start up and ramp up to operating operational status Inspection and agreement of the Stage 4 Punch List Entry of all punch list items into CMT Turnover of process systems
Completions, continued
What are the features of Commissioning Stage 4? Discuss. Refer to Participants Manual page 69
-
Page 34 Managing Construction and Completions Draft A 06/02/2008
Slide 94
94
Completions Commissioning and turnover to the Customer
Completions, continued
X Operation & Performance Testing
X Interim Turnover to the Customer
X Interim Facilities Turnover
X Interim Facilities Turnover Features
What are the features of these functions? Discuss. Refer to Participants Manual page 70-71.
Slide 95
94
Completions Commissioning and turnover to the Customer
Commissioning and Turnover Documentation
Facilities Turnover Meeting MOM Turnover Certificates Facilities Turnover Punch List Commissioning Dossier Outstanding Works Plan Site Administration Records and Reports Deliverables as per Commissioning Execution Plan
Completions, continued
What is included in commissioning and turnover documentation? Discuss. Refer to Participants Manual page 71.
Slide 96
89
Completions Commissioning and turnover to the Customer
X Effective, efficient and successful management of mechanical completion and function testing activities and interfaces between various stages
X CMT selected during BOD and implement during FEED
X Selection of CMT depends on size and complexity of project and client preference
Completions Management Tool (CMT)
I. What is the CMT? How is it used? II. What are some of the CMT issues you may find? III. How might they be addressed?
Discuss. Refer to Participants Manual page 71-72. Ask Review Questions Refer to Participants Manual page 72
Slide 97
90
Agenda, continued
X Health, Safety and Environment (HSE)X Industrial RelationsX Risk Management ConstructionX Construction and Field ProcurementX Construction Control and ReportingX Document ManagementX Completions Commissioning and turnover to the CustomerX Change ManagementX Summary and Feedback
Transition We have covered Completions Commissioning and Turnover to the Customer and we will now move on to discuss Change Management
-
Draft A 06/02/2008 Managing Construction and Completions Page 35
Change Management
Slide 98
91
Change Management
X Approved procedures are in place and personnel are trained
X Compliance to procedures
X Construction Team are integrated into Management of Change process
Project Managers Responsibilities
What is the role of the Project Manager for change management on a construction project? Discuss. Refer to Participants Manual page 73.
Slide 99
92
Change Management
X Management of Project Change Procedure
X Site Queries Procedure
X Site Based Contract Administration Procedure
Key Procedures
What are the key procedures for construction? Refer to Participants Manual page 73-74.
Slide 100
93
Agenda, continued
X Health, Safety and Environment (HSE)X Industrial RelationsX Risk Management ConstructionX Construction and Field ProcurementX Construction Control and ReportingX Document ManagementX Completions Commissioning and turnover to the CustomerX Change ManagementX Summary and Feedback
Transition We have covered Change Management and we will now move on to summarise and get your feedback.
-
Page 36 Managing Construction and Completions Draft A 06/02/2008
Summary and Feedback
Slide 101
94
Summary and Feedback
X Review Learning Objectives and Outcomes
X Summary review topics
X Questions
X Evaluation
Invite final questions. Review training objectives and outcomes. Complete the training evaluation.
Slide 102
95
Module 10 Managing Construction and Completions
Thank you for your participation
Thank participants.