Module 10 - Managing Construction and Completions Facilitator Guide Rev0
January 12, 2017 | Author: sayafrands6252 | Category: N/A
Short Description
Download Module 10 - Managing Construction and Completions Facilitator Guide Rev0...
Description
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
A
Initial draft
0
Issued for Use
Orig
Review
Jane Woodhead
Bruce Leigh
Bruce Leigh
Mike Reilly
WorleyParsons Approval
Date
07/03/08 Mike Reilly
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 Completions—Facilitator’s Guide ....................... 8
Draft A 06/02/2008
Managing Construction and Completions
Page i
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:
¾
Module 1
Project Initiation, Scope Management and Project Close-out
¾
Module 2
Project Controls and Commercial Management
¾
Module 3
Managing Project Risk
¾
Module 4
Business Management Systems
¾
Module 5
HSE Management
¾
Module 6
Proposals
¾
Module 7
Managing Project Quality
¾
Module 8
Team Leadership and Communications
¾
Module 9
Managing Project Procurement
¾
Module 10
Managing Construction and Completions
Draft A 06/02/2008
Managing Construction and Completions
Page 1
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.
Page 2
Managing Construction and Completions
Draft A 06/02/2008
RESOURCES CHECKLIST Resources
9
Training materials Managing Construction and Completions Module 10 Participants Manual (one copy per participant) Managing Construction and Completions Module 10 Facilitator’s 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 Draft A 06/02/2008
Managing Construction and Completions
Page 3
Resources
9
Whiteboard pens Water and glasses Minties in bowls
Page 4
Managing Construction and Completions
Draft A 06/02/2008
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
20 mins
8.20-8.40
20 mins
8.40-9.00
30 mins
9.00-9.30
25 mins
9.30-9.55
15 mins
9.55-10.10
Overview Overview
Roles and Responsibilities Role of the Project Manager Construction Manager’s Responsibilities Completions Manager’s Responsibilities 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
Constructability Construction Team Input into Execution Planning and Design Constructability Reviews Modularization and Pre-assembly Activity Break
Draft A 06/02/2008
Managing Construction and Completions
Page 5
Topic
Time
Site Organization and Resource Management Site Organization Resource Management
30 mins
10.10-10.40
20 mins
10.40-11.00
20 mins
11.00-11.20
20 mins
11.20-11.40
Security Plan Visitors Dress Code
20 mins
11.40-12.00
Lunch
60 mins
12.00-1.00
25 mins
1.00-1.25
20 mins
1.25-1.45
Communication and Team Work Project Culture, Trust and Team Work Home Office and Site Office Communication and Teamwork Coordination Cooperation
Issue Resolution Problem Action
Quality Management Quality Assurance Plan Quality Inspection Construction Contractor’s Responsibilities for Quality Control Contractor’s Quality Control Plans Inspection and Test Plans Checklists and Rectification of Defects Inspection Completion and Punch Listing Quality Records
Protocols for Construction Site Visits
Health, Safety and Environment (HSE) Safety Zero Harm Strategies for Promoting Safety Environment
Industrial Relations Industrial Relations Strategy Management of Construction Contractor Industrial Relations
Page 6
Managing Construction and Completions
Draft A 06/02/2008
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
30 mins
2.15-2.45
Construction and Field Procurement Considerations for construction contracts Examples of construction contracts Interface between Construction and Procurement Mitigation Plans MARIAN Managing Site Contracts
Construction Control and Reporting Construction Progress Measurement and Control Measurement Tools and Methodologies Construction Reports Project Meeting
30 mins
Break
2.45-3.15
15 mins
3.15-3.30
20 mins
3.30-3.50
30 mins
3.50-4.20
20 mins
4.20-4.40
20 mins
4.40-5.00
Document Management Controlled Documents Document Control Procedure for the Construction Site Document Review and Sign-off Document Control Registers
Completions – Commissioning and turnover to the Customer Pre-commissioning Commissioning Completions Management Tool (CMT)
Change Management Project Manager’s Responsibilities
Summary and Feedback Summary and Feedback
Draft A 06/02/2008
Managing Construction and Completions
Page 7
CONSTRUCTION MANAGEMENT AND COMPLETIONS—FACILITATOR’S GUIDE Introduction Welcome to Worley Parsons Project Management Process (WPMP) Training
Slide 1
Module 10 – Managing Construction and Commissioning
1
Introduction About this training session
Slide 2
X
Welcome
X
Safety Moment
X
Emergency Procedures
X
Introductions
X
Learning Objectives
X
Learning Outcomes
X
Agenda—Module 10 Construction Management and Completions
2
Introduction
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 themselves—name, role and expectations about the training Document participants’ expectations on the flipchart (optional) Present Learning Objectives
Learning Objectives On completion of this module, you will have:
Slide 3
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 enable you to work with Construction to successfully deliver a project
3
Introduction
Present Learning Outcomes
Learning Outcomes On completion of this module, you will be able to:
Slide 4
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
4
Page 8
Managing Construction and Completions
Draft A 06/02/2008
Introduction
Present Learning Outcomes (continued)
Learning Outcomes (continued) On completion of this module, you will be able to:
Slide 5
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
5
Agenda
Slides 6
X
Introduction
X
Overview
X
Roles and Responsibilities
X
Project Planning
X
Constructability
X
Site Organization and Resource Management
X
Communication and Team Work
X
Issue Resolution
X
Quality Management
X
Protocols for Construction Site Visits
Present Agenda.
6
Agenda, continued
Slides 7
X
Health, Safety and Environment (HSE)
X
Industrial Relations
X
Risk Management – Construction
X
Construction and Field Procurement
X
Construction Control and Reporting
X
Document Management
X
Completions – Commissioning and turnover to the Customer
X
Change Management
X
Summary and Feedback
Present Agenda (continued).
7
Transition We have covered our Introduction, and we will now move on to discuss an Overview of managing construction and completions.
Draft A 06/02/2008
Managing Construction and Completions
Page 9
Overview Overview
Slide 8
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.
8
Explain Figure 2 Stages in Construction and Completions. Ask Review Questions. Refer to Participants Manual page 8
Agenda
Slide 9
X
Introduction
X
Overview
X
Roles and Responsibilities
X
Project Planning
X
Constructability
X
Site Organization and Resource Management
X
Communication and Team Work
X
Issue Resolution
X
Quality Management
X
Protocols for Construction Site Visits
Transition We have covered the Overview, and we will now move on to discuss Roles and Responsibilities.
9
Page 10
Managing Construction and Completions
Draft A 06/02/2008
Roles and Responsibilities Roles and Responsibilities What is the role of Project Manager?
Slide 10
X
Establish management processes and controls that result in a successful project
X
Responsible for total project delivery
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.
10
Roles and Responsibilities What are the Construction Manager’s Responsibilities?
Slide 11
X
Construction Planning
X
Cost Management
X
Time Management
X
Quality Management
X
Contract Administration
X
Safety Management
X
Construction Management
X
Industrial Relations
Discuss Refer to Participants Manual pages 9-10.
11
Ask Review Questions on pages 13.
Roles and Responsibilities What are the Completion Manager’s Responsibilities?
Slide 12
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 responsibilities of the Completions Manager with managing completions? Discuss
12
Refer to Participants Manual pages 11-12. Ask Review Questions on pages 13.
Agenda
Slide 13
What are the responsibilities of the Construction Manager with managing construction?
X
Introduction
X
Overview
X
Roles and Responsibilities
X
Project Planning
X
Constructability
X
Site Organization and Resource Management
X
Communication and Team Work
X
Issue Resolution
X
Quality Management
X
Protocols for Construction Site Visits
Transition We have covered Roles and Responsibilities and we will now move on to discuss Project Planning
12
Draft A 06/02/2008
Managing Construction and Completions
Page 11
Project Planning Project Planning Key schedule deliverables by the Project Team
Slide 14
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
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?
14
Discuss. Refer to Participants Manual pages 14-15.
Project Planning Pre-mobilization of Construction
Slide 15
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
The Construction & Completions Managers should complete premobilization details with their Teams. I. What are the team’s responsibilities for pre-mobilization? II. How are materials management, procurement and contracts involved? Discuss.
15
Refer to Participants Manual pages 16.
Project Planning
Ask participants
Construction & Completions Pre-mobilization Meetings
Slide 16
X
When do you hold a pre-mobilization meetings
X
What are the Project Manager’s responsibilities
I. When do you hold a pre-mobilization meeting? II. What are the Project Manager’s responsibilities? Discuss. Refer to Participants Manual page 16.
16
Project Planning
Ask participants
Construction Methodology – Brownfield vs Greenfield
Slide 17
X
What is the difference between Brownfield vs Greenfield construction projects
X
What expected delays on Brownfield projects may influence the estimate
What is the difference between Brownfield vs Greenfield sites? Discuss. Refer to Participants Manual page 17.
17
Project Planning
Effective planning is essential.
Prerequisites/Critical Construction Inputs
Slide 18
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
18
Page 12
Managing Construction and Completions
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
Project Planning Preliminary Construction Planning
What are the Construction Manager’s responsibilities for preliminary construction planning?
Construction Manager is responsible for
Slide 19
X
Completing construction preliminary planning
• • X
Keeping Project Manager informed about issues and progress Making recommendations to Project Manager where issues and needs may impact on planning by other disciplines
Documenting the outcome of preliminary planning in a Construction Management Plan (CMP) outline
Discuss. Refer to Participants Manual page 19.
18
Project Planning Detailed Construction Planning
Slide 20
Detailed construction planning provides a basis and guidelines for construction in the form of a Construction Management Plan (CMP).
Draft CMP
DEFINE
Review CMP
Customer approval
EXECUTE
Issue to project team
Revise at Approved for Construction (AFC) stage
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.
19
Refer to Participants Manual page 20-21.
Project Planning
What are the Project Manager’s responsibilities?
Construction Management Plan (CMP) As Project Manager you are responsible for
Slide 21
X
Ensuring CMP is prepared according to overall proejct requirements
X
Reviewing and approving the CMP
X
Issuing the CMP to the customer
As Project Manager you are responsible for: • Reviewing and approving the CMP • Issuing the CMP to the customer. Discuss.
20
Refer to Participants Manual page 21.
Project Planning Site Establishment and Logistics
Slide 22
X
Reviewing Construction Management Plan (CMP)
X
Determining responsibilities at the site—Customer and other stakeholders
X
Reviewing Mobilization Plan and considering the support services requirements 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
Before construction can begin, the site facilities and services must be set up. What are the Construction Manager’s responsibilities for site establishment and logistics? Discuss.
21
Refer to Participants Manual page 21-22.
Project Planning Site Establishment and Logistics, continued
Slide 23
X
Establishing utilities for and at the site
X
Establishing facilities at the site—for 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
Discuss Refer to Participants Manual page 21-22 Ask Review Questions on pages 21-22
22
Draft A 06/02/2008
Managing Construction and Completions
Page 13
Agenda
Slide 24
X
Introduction
X
Overview
X
Roles and Responsibilities
X
Project Planning
X
Constructability
X
Site Organization and Resource Management
X
Communication and Team Work
X
Issue Resolution
X
Quality Management
X
Protocols for Construction Site Visits
Transition We have covered Project Planning, and we will now move on to discuss Constructability.
23
Page 14
Managing Construction and Completions
Draft A 06/02/2008
Constructability Constructability Construction Team Input into Execution Planning and Design
Slide 25
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
25
Ask participants When is the Construction Team’s input required in a project? Construction Team input is required early in a project’s development and needs to be continued through to execution. This input is necessary to determine constructability and the project’s schedule. I. What questions does constructability address? II. What are your responsibilities as Project Manager for constructability? Discuss. Refer to Participants Manual page 23.
Constructability Constructability Reviews
Slide 26
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
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.
26
Refer to Participants Manual page 24-25.
Constructability Constructability Reviews continued
Slide 27
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
Discuss. Refer to Participants Manual page 24-25.
27
Constructability
What are the outputs of Constructability reviews?
Constructability Reviews – Outputs
Slide 28
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
Discuss. Refer to Participants Manual page 25.
28
Draft A 06/02/2008
Managing Construction and Completions
Page 15
Constructability Constructability Reviews – Outputs Continued
Slide 29
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
Discuss. Refer to Participants Manual page 25.
29
Constructability
I. What is modularization?
Modularization and Pre-assembly
Slide 30
X
Methodology – Pre-assembly
X
Methodology –modularization
X
Early definition
X
Module grade levels
X
Module configuration
X
Module sizing
X
Module contents
A technique which involves and affects all phases of design, procurement and construction/erection. II. What are the opportunities for modularization and preassembly? Discuss.
30
Refer to Participants Manual page 26-28. Ask Review Questions. Refer to Participants Manual page 28-29
Constructability
Activity 1 – Group Discussion
Activity One – Group Discussion
Slide 31
X
What are five examples of benefits that constructability gives to a project?
X
What would each benefit mean for a project’s 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).
28
Agenda
Slide 32
Provide at least five examples that indicate the benefits that constructability gives to a project and what they would mean for a project’s schedule and costs.
X
Introduction
X
Overview
X
Roles and Responsibilities
X
Project Planning
X
Constructability
X
Site Organization and Resource Management
X
Communication and Team Work
X
Issue Resolution
X
Quality Management
X
Protocols for Construction Site Visits
Transition We have covered Constructability and we will now move on to discuss Site Organization and Resource Management.
29
Page 16
Managing Construction and Completions
Draft A 06/02/2008
Site Organization and Resource Management Key roles and reporting lines for projects should be set out in organization charts.
Site Organization and Resource Management
Site Organization – Roles
Slide 33
The 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
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 (Brownfields Projects)
X
Document Controller
X
Field Engineering
X
QA/QC Inspector
X
Senior Planner/Scheduler
X
Senior Cost Engineer
X
Senior Contracts Engineer.
The detail in the charts will depend on the: • Size and complexity of the job • Project’s construction and contracting strategies.
33
Discuss the roles that are included in the construction site organization. Refer to Participants Manual page 31. The construction organization and staffing arrangements must be documented in a Construction Staffing Plan that requires periodic updating.
Sample Project Organization Chart WorleyParsons Project Sponsor
Customer Project Manager
WorleyParsons Project Manager
Slide 34
Project Quality Manager
HSE Manager
Procurement Manager
Purchasing Supervisor
Contracts Supervisor
Materials Management Supervisor
MCS Supervisor
Vendor Inspection Coordinator
Lead Process Engineer
Administrative Assistant
Project Engineer Manager
Engineering Manager
Construction Manager
Project Controls Manager
Lead Cost Engineer Const Org Chart
Lead Planner
Piping Design Coordinator
Refer to Participants Manual page 32.
Comm Org Chart
Project Accountant
Lead Estimator
Lead Document Controller
Lead Civil/Structural Engineer
Commissioning Manager
Prime Contract Administrator
Lead Piping Engineer
Lead Mechanical Engineer
Lead Electrical Engineer
Lead Control Systems Engineer
31
Construction Site Organization Chart
Explain Organization Chart.
WorleyParsons Project Manager
Slide 35
Project Quality Manager
Refer to Participants Manual page 33.
Construction Manager Site Services
• Office Services • Human Resources • Industrial Relations • Accounting
Construction Engineering
Project Controls
• Resident Engineer • Office Engineer • Field Engineer • Document Control
• Cost • Planning • Estimating • Reports
Materials Management • Materials Control • Warehouse • Field Purchasing
Contract Administration
Construction Supervision
• Quantity Surveyors • Civil/Structural • Mechanical • Electrical • Piping •I&C • Welding • Tools & Equipment
Construction Inspection • Civil/Structural • Mechanical • Electrical • Piping •I&C • Welding
HSE
• Health • Safety • Environment
32
Sample Completions Site Organization Chart
Explain Organization Chart.
WorleyParsons Project Manager
Slide 36
Handover/ Turnover Coordinator
Operations Representative
Commissioning Superintendent
Senior Commissioning Discipline Technicians
Commissioning Engineer
Refer to Participants Manual page 34.
Completions Manager
Permit To Work Coordinator
Punchlist Coordinator
Commissioning Planner
-Electrical -Instrument -Process -Mechanical
Commissioning Discipline Technicians -Electrical -Instrument -Process -Mechanical
36
Site Organization and Resource Management
Resource Management X
Slide 37
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
X
Demobilization
• •
Project, Construction, Procurement and HR Managers to source
Conducted either by the Construction or Completions Managers
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.
37
Discuss. Refer to Participants Manual page 35-36. Ask Review Questions Refer to Participants Manual page 36.
Draft A 06/02/2008
Managing Construction and Completions
Page 17
Agenda
Slide 38
X
Introduction
X
Overview
X
Roles and Responsibilities
X
Project Planning
X
Constructability
X
Site Organization and Resource Management
X
Communication and Team Work
X
Issue Resolution
X
Quality Management
X
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.
35
Page 18
Managing Construction and Completions
Draft A 06/02/2008
Communication and Team Work Communication and Team Work
Ask participants
Project Culture, Trust and Teamwork
Slide 39
X
As a Project manager encourage a Positive project culture
X
Mutual trust and team respect
X
Team work
• • • • •
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.
Coordination Cooperation Communication Compromise, and Trust
39
Refer to Participants Manual page 37.
Communication and Team Work Home Office and Site Office Communication and Teamwork
Slide 40
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.
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.
40
Communication and Team Work Coordination
Slide 41
How can a Project Manager provide support and guidance to support the project team?
Your role as Project Manager is to provide support and guidance to the Construction and Completions Management Teams
Refer to Participants Manual page 37.
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
41
Communication and Team Work
What is the role of the Project Manager to foster cooperation?
Cooperation
Discuss.
Your role as Project Manager is to encourage cooperation
Slide 42
X
Settling money issues promptly
X
Submission of progress and final payment applications using the contract’s established procedure
X
Communications between the construction Contractor and the engineer being facilitated through WorleyParsons
X
Nurturing relationships being conducted between WorleyParsons Construction Management Team and construction Contractors’ authorized representatives
Ask Review Questions. Refer to Participants Manual page 39
39
Agenda
Slide 43
Refer to Participants Manual page 38-39.
X
Introduction
X
Overview
X
Roles and Responsibilities
X
Project Planning
X
Constructability
X
Site Organization and Resource Management
X
Communication and Team Work
X
Issue Resolution
X
Quality Management
X
Protocols for Construction Site Visits
Transition We have covered Communication and Team Work and we will now move on to discuss Issue Resolution.
40
Draft A 06/02/2008
Managing Construction and Completions
Page 19
Issue Resolution Issue Resolution Problem
Slide 44
I. What is the effect of saving up issues for resolution later?
What is the effect of saving up issues for resolution later
X
Ask participants
Action X
What should Project Managers do about resolving issues
II. What should Project Managers do about resolving issues? Discuss.
41
Refer to Participants Manual page 40.
Agenda
Slide 45
X
Introduction
X
Overview
X
Roles and Responsibilities
X
Project Planning
X
Constructability
X
Site Organization and Resource Management
X
Communication and Team Work
X
Issue Resolution
X
Quality Management
X
Protocols for Construction Site Visits
Transition We have covered Issue Resolution, and we will now move on to discuss Quality Management.
42
Page 20
Managing Construction and Completions
Draft A 06/02/2008
Quality Management Quality Management
What does the Quality Assurance Plan cover?
Quality Assurance Plan
Slide 46
X
Project procedures
X
Quality processes used at project level
X
Continuous improvement
X
Audit program
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.
43
Refer to Participants Manual page 42.
Quality Management Construction Contractor’s Responsibilities for Quality Control
Slide 47
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
What are the Construction Contractor’s responsibilities for Quality Control? Discuss. Refer to Participants Manual page 41.
47
Quality Management
I. What is the purpose of the Inspection and Test Plans?
Inspection and Test Plans
Slide 48
X
Ensures the status of inspection and test is known at all times
X
Provides documentary evidence of the satisfactory completion of required tests
II. How are they used? Discuss. Refer to Participants Manual page 42.
49
Quality Management
How are checklists and rectification of defects used?
Checklists and Rectification of Defects X
Slide 49
Checklists provide a verification record of a test OR
Discuss.
the completion status prior to a non-reversible step X
An inspector produces a Defect List when they find defects or requirements for rework
Refer to Participants Manual page 42.
50
Quality Management
What happens if the Inspector discovers defects?
Inspection Completion and Punch Listing
Slide 50
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.
Discuss. Refer to Participants Manual page 42.
51
Draft A 06/02/2008
Managing Construction and Completions
Page 21
Quality Management
I. What is an MDR?
Quality Records
Slide 51
X
Construction contractors must provide a Manufacturer’s Data Report (MDR)
X
MDR contains
• • •
‘As-built’ status of work
Discuss.
Compliance status with relevant standards, codes and specifications
Refer to Participants Manual page 42.
52
Agenda
Slide 52
II. How is it used by Construction Contractors?
Documentary evidence of inspection and test activities
X
Introduction
X
Overview
X
Roles and Responsibilities
X
Project Planning
X
Constructability
X
Site Organization and Resource Management
X
Communication and Team Work
X
Issue Resolution
X
Quality Management
X
Protocols for Construction Site Visits
Transition We have covered Quality Management, and we will now move on to discuss Protocols for Construction Site Visits.
53
Page 22
Managing Construction and Completions
Draft A 06/02/2008
Protocols for Construction Site Visits Protocols for Construction Site Visits The Security Plan…
Slide 53
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.
• • • •
What is the difference in protocol between: I. Visitors II. Infrequent visitors III. Surveillance visits.
Permanent Construction Personnel
Discuss.
Visitors Inducted but infrequent visits Surveillance Visits
53
Refer to Participants Manual page 43.
Protocols for Construction Site Visits
What are the PPE requirements for dress code?
Dress Code X
X
Discuss.
Minimum PPE requirement
• • • • • •
Slide 54
Safety boots Hard hat Safety glasses Long trousers Long sleeve shirts
Refer to Participants Manual page 44.
High visibility vest or clothing
Additional PPE requirement
• • • •
Mono-goggles Gloves Hearing protection
Ask Review Questions. Refer to Participants Manual page 44-45
Fire retardant clothes
54
Agenda, continued
Slide 55
X
Health, Safety and Environment (HSE)
X
Industrial Relations
X
Risk Management – Construction
X
Construction and Field Procurement
X
Construction Control and Reporting
X
Document Management
X
Completions – Commissioning and turnover to the Customer
X
Change Management
X
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).
56
Draft A 06/02/2008
Managing Construction and Completions
Page 23
Health, Safety and Environment (HSE) Health, Safety and Environment (HSE) Safety
Slide 56
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
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.
56
Health, Safety and Environment (HSE) Strategies for Promoting Safety X
Slide 57
Risk analysis
• • • X
As Project Manager, what strategies are available to you for promoting safety?
Project Risk assessment Construction Risk Assessment Job hazard Analysis (JHA)
Discuss.
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
Refer to Participants Manual page 46-47.
57
Health, Safety and Environment (HSE) Strategies for Promoting Safety, continued X
Slide 58
Other strategies
• • • • • • X
Safety in design Plans and preparation for emergency conditions Periodic controlled audits on performance Recognition of safety performance and commitment Follow-up of OSH&E performance at contract close-out
Proactive involvement of key Construction Contractors
•
Discuss.
Quick and firm response if sub-standard performance found
Refer to Participants Manual page 47
Involve Contractors in regular on site HSE meetings
58
Health, Safety and Environment (HSE) Strategies for Promoting Safety, continued
Slide 59
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
Discuss. Refer to Participants Manual page 47
59
Health, Safety and Environment (HSE) Safety Communication X
Slide 60
Ensure a positive culture of relationships and communication by:
• • •
Early analysis of project scope to identify key risk areas
• • • • • • •
HSE incident reporting
Early involvement of key Construction Contractors Clear communication of safety approach, programs, roles and responsibilities
Discuss.
Regular Job Start meetings Toolbox meetings Job Hazard Analysis (JHA), Safe Working Instructions Take 5 Continuous Improvement activities
Refer to Participants Manual page 48
Site notice board
60
Health, Safety and Environment (HSE)
I. What issues does the Project Environmental Plan cover?
Environment X
Project Environmental Plan
X
Impact of unforeseen environmental problems
Slide 61
•
All personnel are responsible for environmental observance and accountability
•
Ensure contingencies are in the budget for unforseen problems
• • •
Resolve issues expediently
II. What might be the risks of unforeseen environmental problems? Discuss.
Insurance concerns and project lenders liabilities Adverse impact on community
Refer to Participants Manual page 49. 61
Page 24
Managing Construction and Completions
Draft A 06/02/2008
Agenda, continued
Slide 62
X
Health, Safety and Environment (HSE)
X
Industrial Relations
X
Risk Management – Construction
X
Construction and Field Procurement
X
Construction Control and Reporting
X
Document Management
X
Completions – Commissioning and turnover to the Customer
X
Change Management
X
Summary and Feedback
Transition We have covered Health, Safety and Environment (HSE) and we will now move on to discuss Industrial Relations.
60
Draft A 06/02/2008
Managing Construction and Completions
Page 25
Industrial Relations Industrial Relations
I. What is the purpose of the IR Strategy?
Industrial Relations Strategy X
Slide 63 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
What are the requirements of the IR Plan
• • • X
II. 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
III. Who is in the IR Plan development team?
Who is in the IR Team
•
The Customer, WorleyParsons IR specialist, Project Manager, Construction Manager and collective Construction Contractors
63
Discuss. Refer to Participants Manual page 50.
Industrial Relations Management of Construction Contractor Industrial Relations
Slide 64
X
Jointly responsible for policies, procedures and principles contained in the IR approach with the Construction Manager
X
Workplace consultative committees
I. What are the main considerations for managing Construction Contractor Industrial Relations? II. Why would you include Construction Contractors in workplace consultative committees? Discuss.
64
Refer to Participants Manual page 50-51. Ask Review Questions. Refer to Participants Manual page 51-52
Agenda, continued
Slide 65
X
Health, Safety and Environment (HSE)
X
Industrial Relations
X
Risk Management – Construction
X
Construction and Field Procurement
X
Construction Control and Reporting
X
Document Management
X
Completions – Commissioning and turnover to the Customer
X
Change Management
X
Summary and Feedback
Transition We have covered Industrial Relations and we will now move on to discuss Risk Management—Construction.
63
Page 26
Managing Construction and Completions
Draft A 06/02/2008
Risk Management - Construction Risk Management – Construction Aligning with Corporate Zero Harm X
Risk Management Workshops
X
Planning and review process
Slide 66
•
Ensure that both Construction and Completions participate to capture activity risks
•
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
What experience do you have of planning and review for construction and pre-commissioning? Discuss. Refer to Participants Manual page 53.
66
Risk Management – Construction Construction Risk – Key Elements
Slide 67
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
How is construction risk managed to: I. Maximize customer satisfaction II. Minimize risk? Discuss.
Supervisory quality Staff availability, morale, competency, retention
Refer to Participants Manual page 53.
HSE & security Intellectual Property (IP) protection Business ethics
67
Risk Management – Construction Risk/Hazard Control
I. What is the hierarchy of control? The systematic strategy is used to control exposure to the hazard.
The hierarchy of control is the systematic strategy used to:
Slide 68
X
Elimination
X
Substitution
X
Engineering
X
Administration
X
Personal protection equipment
II. How are controls ranked? In order of their effectiveness and desirability. Discuss.
68
Refer to Participants Manual page 53-54.
Health, Safety and Environment (HSE)
What is included in Mitigation Plans?
Mitigation Plans
Slide 69
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)
Discuss. Refer to Participants Manual page 54.
69
Health, Safety and Environment (HSE) Mitigation Plans, continued
Slide 70
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
Discuss. Refer to Participants Manual page 54.
68
Agenda, continued
Slide 71
X
Health, Safety and Environment (HSE)
X
Industrial Relations
X
Risk Management – Construction
X
Construction and Field Procurement
X
Construction Control and Reporting
X
Document Management
X
Completions – Commissioning and turnover to the Customer
X
Change Management
X
Summary and Feedback
Transition We have covered Risk Management - Construction, and we will now move on to discuss Construction and Field Procurement.
69
Draft A 06/02/2008
Managing Construction and Completions
Page 27
Construction and Field Procurement Construction and Field Procurement
I. What are the considerations for contract types?
Considerations for Construction Contracts
Slide 72
II. What are examples of contract types?
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
Discuss. Refer to Participants Manual page 55.
70
Construction and Field Procurement
What types of contracts are there?
Examples of Construction Contracts
Slide 73
X
Lump sum
X
Reimbursable
X
Cost plus fixed fee
X
Unit rate
X
Mixed strategy
X
Day work
X
Incentive based
Discuss. Refer to Appendix C Refer to Participants Manual page 55.
71
Construction and Field Procurement Interface between Construction and Procurement X
Slide 74
Key decisions and operational directions
•
X
Construction Manager participates in key decision and operational directions including assisting in the compilation of SoW, Tender reviews and Construction Contractor selection
Site requisitions
• X
I. What is the Construction Manager’s involvement with Procurement?
These are primarily used where a service is not covered by a project office issued contract or purchase order
II. What are site requisitions used for? Discuss.
Program for site purchasing
•
The Project Procurement Management Procedure will confirm the limits set for site purchases
Refer to Participants Manual page 55-56.
74
Construction and Field Procurement
I. What does materials management include?
MARIAN X
Slide 75
Materials Management
• •
Inspection and expediting
• • • • •
Warehousing
Materials receipt, quality control and inspection, identification and resolution of deviations, item identity/tagging, and quarantine Issue control
II. What is the importance to the project of competent Construction Contractors? Discuss.
Material reconciliation Surplus identification Storage, packing and preservation requirements
Refer to Participants Manual page 56.
75
Construction and Field Procurement Managing Site Contracts
Slide 76
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
76
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
Page 28
Managing Construction and Completions
Draft A 06/02/2008
Agenda, continued
Slide 77
X
Health, Safety and Environment (HSE)
X
Industrial Relations
X
Risk Management – Construction
X
Construction and Field Procurement
X
Construction Control and Reporting
X
Document Management
X
Completions – Commissioning and turnover to the Customer
X
Change Management
X
Summary and Feedback
Transition We have covered Construction and Field Procurement and we will now move on to discuss Construction Control and Reporting.
75
Draft A 06/02/2008
Managing Construction and Completions
Page 29
Construction Control and Reporting Construction Control and Reporting
Who is involved in construction progress measurement and control?
Construction Progress Measurement and Control
Slide 78
X
Construction progress against the budget and schedule
X
Contractor reporting of all contracts involving works at a construction site
Discuss. Refer to Participants Manual page 60.
76
Construction Control and Reporting
I. What are some of the relevant KPIs?
Measurement Tools and Methodologies X
Construction KPIs
• • • • • • •
Slide 79
►
Meet project health and safety requirements Meet project schedule
II. How is construction progress determined?
Meet project budget Meet project quality objectives Minimize environmental impact during construction Minimize inconvenience to local community and landowners
III. How are construction forecasts created?
Meets the Customers expectations
Construction Progress
•
Progress is determined based on the measurement of physical quantity of work done
79
IV. How is contractor performance measured? Discuss. Refer to Participants Manual page 60-61.
Construction Control and Reporting Measurement Tools and Methodologies, continued ►
Construction Forecasts
►
Contractor Performance Measurement
Slide 80
• •
Baseline schedule is used to monitor progress Schedule critical paths is update weekly
•
Earned hours by task are calculated by the actual progress achieved
•
Performance against the budget is monitored comparing actual vs earned hours
Discuss. Refer to Participants Manual page 60-61.
80
Construction Control and Reporting
I. What is included in the format for construction reports?
Construction Reports
Slide 81
X
Report Format
X
Construction Site Reports
•
Reports must follow format as agreed between the Project Manager and the Customer
• • •
Safety Incidents, near misses and hazard identification
•
Numbers of personnel on site, broken down by Construction Contractor and construction work, supplier, material and equipment
• • •
Areas of concern
II. What is included in Construction Site Reports?
Progress, summary of activities, key deliveries at site Details about these reports are listed in the Progress Measurement Construction Guideline, PCP-0005
Discuss.
Contractual issues, variations, field instructions raised Other as agreed
Refer to Participants Manual page 62.
81
Construction Control and Reporting
I. How often should construction site meetings be held?
Project Meeting X
Slide 82
Construction Project Meetings
•
Construction Contractor progress meetings are convened weekly
• •
Shorter duration projects may require meetings twice a week
• •
Agenda
Project Manager should attempt to participate in progress meetings at least once per calendar month.
II. How often should the Project Manager attend? Discuss.
Minutes
82
Refer to Participants Manual page 63. Ask Review Questions. Refer to Participants Manual page 63- 64
Page 30
Managing Construction and Completions
Draft A 06/02/2008
Agenda, continued
Slide 83
X
Health, Safety and Environment (HSE)
X
Industrial Relations
X
Risk Management – Construction
X
Construction and Field Procurement
X
Construction Control and Reporting
X
Document Management
X
Completions – Commissioning and turnover to the Customer
X
Change Management
X
Summary and Feedback
Transition We have covered Construction Control and Reporting, and we will now move on to discuss Document Management.
80
Draft A 06/02/2008
Managing Construction and Completions
Page 31
Document Management Document Management Controlled Documents
Slide 84
X
Specific constructability checklist
X
Construction Management Plan
X
HSE Management Plan
X
Environmental Management Plan
X
Drawings
What are the controlled documents that you would include in a project? Discuss. Refer to Participants Manual page 65.
81
Document Management Document Control Procedure for Construction Site
Slide 85
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
82
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.
Document Management
Discuss Document Control Registers.
Document Review and Sign-off X
Slide 86
A document and drawing library must be maintained at the Construction site office
Discuss.
Document Control Registers X
Document Control Registers must be maintained for all drawings, documents and correspondence
Refer to Participants Manual page 66.
83
Agenda, continued
Slide 87
X
Health, Safety and Environment (HSE)
X
Industrial Relations
X
Risk Management – Construction
X
Construction and Field Procurement
X
Construction Control and Reporting
X
Document Management
X
Completions – Commissioning and turnover to the Customer
X
Change Management
X
Summary and Feedback
Transition We have covered Document Management and we will now move on to discuss Commissioning and Turnover Documentation.
84
Page 32
Managing Construction and Completions
Draft A 06/02/2008
Completions – Commissioning and Turnover to the Customer Completions – Commissioning and turnover to the Customer
Completions
Slide 88
X
Pre-commissioning is now referred to as Commissioning Stage 1
X
Commissioning has four stages
• • • • •
Historically referred to as pre-commissioning
Commissioning Stage 1 — Mechanical Completion
I. Pre-commissioning is referred to as Commissioning Stage 1. II. Commissioning has four stages. Discuss.
Commissioning Stage 2 — Function Testing Commissioning Stage 3 — System Commissioning Commissioning Stage 4 — Start-up and Ramp-up
Refer to Participants Manual page 67.
88
Completions – Commissioning and turnover to the Customer
What are the features of Commissioning Stage 1?
Completions X
Slide 89
Commissioning Stage 1 – Mechanical Completion
• • •
Features of this phase will include:
• • • • •
Includes device installation checks.
• •
Leak testing.
Single discipline activity. Static or un-energized checking of equipment and components to ensure specification compliance and correct installation.
Discuss.
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.
Refer to Participants Manual page 67-68.
Bolt up and torqueing verification (usually in conjunction with QA Inspection).
89
Completions – Commissioning and turnover to the Customer
Completions, continued
Slide 90
•
Preparation of site teams for introduction of power and upcoming live plant testing.
• • • • • •
First fill lubrication of equipment
Discuss.
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.
Refer to Participants Manual page 67-68.
90
Completions – Commissioning and turnover to the Customer
What are the features of Commissioning Stage 2?
Completions, continued X
Slide 91
Commissioning Stage 2 – Function testing
• • • • •
Single discipline activity. Energized function testing. Completions phase Permit to Work system is in place.
Discuss.
Inspection and agreement of the Stage 2 Punch List. Entry of all punch list items into CMT.
Refer to Participants Manual page 68. 91
Completions – Commissioning and turnover to the Customer
What are the features of Commissioning Stage 3?
Completions, continued Customer Operations participation in these activities is now mandatory
Slide 92
X
Commissioning Stage 3 – System commissioning
• • • •
Transformation from static checking to live testing
• • •
Inspection and agreement of the Stage 3 Punch List
Dynamic testing of complete systems and sub systems
Discuss.
Completions and placing into service the utility systems. Confirmation that systems are ready to start up or accept product A Pre-Start Safety Review (PSSR)
Refer to Participants Manual page 68-69.
Entry of all punch list items into CMT.
92
Completions – Commissioning and turnover to the Customer
What are the features of Commissioning Stage 4?
Completions, continued
Slide 93
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)
Discuss.
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
Refer to Participants Manual page 69
93
Draft A 06/02/2008
Managing Construction and Completions
Page 33
Completions – Commissioning and turnover to the Customer
What are the features of these functions?
Completions, continued
Slide 94
X
Operation & Performance Testing
X
Interim Turnover to the Customer
X
Interim Facilities Turnover
X
Interim Facilities Turnover Features
Discuss. Refer to Participants Manual page 70-71.
94
Completions – Commissioning and turnover to the Customer
What is included in commissioning and turnover documentation?
Completions, continued ►
Slide 95
Commissioning and Turnover Documentation
• • • • • • •
Facilities Turnover Meeting MOM
Discuss.
Turnover Certificates Facilities Turnover Punch List Commissioning Dossier Outstanding Works Plan Site Administration Records and Reports Deliverables as per Commissioning Execution Plan
Refer to Participants Manual page 71.
94
Completions – Commissioning and turnover to the Customer
Completions Management Tool (CMT) 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
Slide 96
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.
89
Agenda, continued
Slide 97
X
Health, Safety and Environment (HSE)
X
Industrial Relations
X
Risk Management – Construction
X
Construction and Field Procurement
X
Construction Control and Reporting
X
Document Management
X
Completions – Commissioning and turnover to the Customer
X
Change Management
X
Summary and Feedback
Ask Review Questions Refer to Participants Manual page 72 Transition We have covered Completions – Commissioning and Turnover to the Customer and we will now move on to discuss Change Management
90
Page 34
Managing Construction and Completions
Draft A 06/02/2008
Change Management Change Management Project Manager’s Responsibilities
Slide 98
X
Approved procedures are in place and personnel are trained
X
Compliance to procedures
X
Construction Team are integrated into Management of Change process
What is the role of the Project Manager for change management on a construction project? Discuss. Refer to Participants Manual page 73.
91
Change Management
What are the key procedures for construction?
Key Procedures
Slide 99
X
Management of Project Change Procedure
X
Site Queries Procedure
X
Site Based Contract Administration Procedure
Refer to Participants Manual page 73-74.
92
Agenda, continued
Slide 100
X
Health, Safety and Environment (HSE)
X
Industrial Relations
X
Risk Management – Construction
X
Construction and Field Procurement
X
Construction Control and Reporting
X
Document Management
X
Completions – Commissioning and turnover to the Customer
X
Change Management
X
Summary and Feedback
Transition We have covered Change Management and we will now move on to summarise and get your feedback.
93
Draft A 06/02/2008
Managing Construction and Completions
Page 35
Summary and Feedback Summary and Feedback
Slide 101
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.
94
Thank participants. Module 10 Managing Construction and Completions
Slide 102
Thank you for your participation
95
Page 36
Managing Construction and Completions
Draft A 06/02/2008
View more...
Comments
