Module 10 - Managing Construction and Completions Facilitator Guide Rev0

(1)

Managing Construction and

Completions

Facilitator's Guide Module 10

(2)

© 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

(3)

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

(4)

(5)

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

(6)

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

(7)

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

(8)

Resources

9 Whiteboard pens

Water and glasses

Minties in bowls

(9)

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

20 mins

8.20-8.40

Roles and Responsibilities

Role of the Project Manager

Construction Manager’s Responsibilities

Completions Manager’s 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

(10)

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 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

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

(11)

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 Manager’s Responsibilities

20 mins

4.20-4.40

Summary and Feedback

(12)

CONSTRUCTION MANAGEMENT AND

COMPLETIONS—FACILITATOR’S 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 Agenda—Module 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 themselves—name, 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 enable you 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

(13)

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 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.

Slides 7

7

Agenda, continued

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).

Transition

We have covered our Introduction, and we will now move on to

discuss an Overview of managing construction and completions.

(14)

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 Introduction

X Overview

X Roles and Responsibilities X Project Planning

X Constructability

X Issue Resolution

Transition

We have covered the Overview, and we will now move on to discuss

Roles and Responsibilities.

(15)

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

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 Manager’s 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

X Safety Management and promotion of HSE culture

X Completions Management Planning, Development & Execution

X Cost & Time 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 Manager’s 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 Introduction

X Overview

X Project Planning X Constructability

X Issue Resolution

Transition

We have covered Roles and Responsibilities and we will now move

on to discuss Project Planning

(16)

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

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 team’s responsibilities for pre-mobilization?

II. How are materials management, procurement and

contracts involved?

Discuss.

Refer to Participants Manual pages 16.

Slide 16

16

X When do you hold a pre-mobilization meetings

X What are the Project Manager’s responsibilities

Construction & Completions Pre-mobilization Meetings

Ask participants

I. When do you hold a pre-mobilization meeting?

II. What are the Project Manager’s responsibilities?

Discuss.

Refer to Participants Manual page 16.

Slide 17

17

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

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.

(17)

Slide 19

18

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 Manager’s 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

EXE C U T E Review CMP DE F IN 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

As Project Manager you are responsible for

X Ensuring CMP is prepared according to overall proejct requirements

X Reviewing and approving the CMP

X Issuing the CMP to the customer

Construction Management Plan (CMP)

What are the Project Manager’s 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

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

Site Establishment and Logistics

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.

Refer to Participants Manual page 21-22.

Slide 23

22

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

Site Establishment and Logistics, continued

Discuss

Refer to Participants Manual page 21-22

Ask Review Questions on pages 21-22

(18)

Slide 24

23

Agenda

X Introduction

X Overview

X Project Planning

X Constructability

X Issue Resolution

Transition

We have covered Project Planning, and we will now move on to

discuss Constructability.

(19)

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 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.

Slide 26

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 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

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

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.

(20)

Slide 29

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

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

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?

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

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).

Slide 32

29

Agenda

X Introduction

X Overview

X Project Planning

X Constructability

X Site Organization and Resource Management

X Issue Resolution

Transition

We have covered Constructability and we will now move on to

discuss Site Organization and Resource Management.

(21)

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 (Brownfields Projects)

Site Organization – Roles

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 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

• Project’s 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

Completions Manager Commissioning Superintendent Permit To WorkCoordinator

Handover/ Turnover Coordinator

Punchlist Coordinator CommissioningPlanner Senior Commissioning Discipline Technicians CommissioningDiscipline Technicians Operations Representative WorleyParsons Project Manager Commissioning Engineer -Electrical -Instrument -Process -Mechanical -Electrical -Instrument -Process -Mechanical Completions Manager Commissioning Superintendent Permit To WorkCoordinator

Handover/ Turnover Coordinator

Punchlist Coordinator CommissioningPlanner Senior Commissioning Discipline Technicians CommissioningDiscipline Technicians Operations Representative WorleyParsons Project Manager Commissioning Engineer -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.

(22)

Slide 38

35

Agenda

X Introduction

X Overview

X Project Planning

X Constructability

X Communication and Team Work

X Issue Resolution

Transition

We have covered Site Organization and Resource Management and

we will now move on to discuss Communication and Teamwork.

(23)

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

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

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 guidance to 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

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

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 Introduction

X Overview

X Project Planning

X Constructability

X Issue Resolution

Transition

We have covered Communication and Team Work and we will now

move on to discuss Issue Resolution.

(24)

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 Introduction

X Overview

X Project Planning

X Constructability

X Issue Resolution

X Quality Management

Transition

We have covered Issue Resolution, and we will now move on to

discuss Quality Management.

(25)

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

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 Contractor’s Responsibilities for Quality Control

What are the Construction Contractor’s responsibilities for Quality

Control?

Discuss.

Refer to Participants Manual page 41.

Slide 48

49

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

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

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.

(26)

Slide 51

52

X Construction contractors must provide a Manufacturer’s 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 Introduction

X Overview

X Project Planning

X Constructability

X Issue Resolution

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.

(27)

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

X Health, Safety and Environment (HSE)

X Change Management

Transition

We have covered Protocols for Construction Site Visits, and we will

now move on to discuss Health, Safety and Environment (HSE).

(28)

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

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

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

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

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

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.

(29)

Slide 62

60

X Industrial Relations

X Change Management

Transition

We have covered Health, Safety and Environment (HSE) and we will

now move on to discuss Industrial Relations.

(30)

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

X Risk Management – Construction

X Change Management

Transition

We have covered Industrial Relations and we will now move on to

discuss Risk Management—Construction.

(31)

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

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

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

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

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

X Construction and Field Procurement

X Change Management

Transition

We have covered Risk Management - Construction, and we will now

move on to discuss Construction and Field Procurement.

(32)

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

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

X Key decisions and operational directions

•

Construction Manager participates in key decision and operational directions including assisting in the compilation of SoW, 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 Manager’s involvement with

Procurement?

II. What are site requisitions used for?

Discuss.

Refer to Participants Manual page 55-56.

Slide 75

75

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

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.

(33)

Slide 77

75

X Construction Control and Reporting

X Change Management

Transition

We have covered Construction and Field Procurement and we will

now move on to discuss Construction Control and Reporting.

(34)

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

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 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

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

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.

(35)

Slide 83

80

X Document Management

X Change Management

Transition

We have covered Construction Control and Reporting, and we will

now move on to discuss Document Management.

(36)

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

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

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