Project Controls International

FPSO and Topsides

West African Costs

Basis of Estimate

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         Project Knowledge = Success


Que$tor Estimates

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- Construction Unit Costs

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- Offshore Fabrication Costs

- Welding Consumables


B.Dev./ Contracts

- Contracts: Quantum Meruit

- Guide to Business Acquisition

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- Video: LATTE (Starbucks)

Mind Maps

- Estimating

- Planning

- Schedule Development

- Schedule Maintenance

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- Constructability

- Document Management

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- Project Claims and COs

- Project Controls

- Project Execution Plan

- Project Execution Strategy

- Contract Synopsis


- Basis of Schedule

- Number of Schedule Activities

- MS Project vs. Primavera P6

- Planning and Scheduling

- Schedule Extension of  Time

- Typical Primavera P6 Settings

- Updating a P6 Schedule

- Video: Liquidated Damages

- Why Your Project will be Late



- Construction Estimating

- Estimating Course

- Planning and Scheduling

White Papers

- Basis of Estimate

- Communicating Effectively

- Construction Escalation

- Earned Value Management

- Estimating Productivity

- Evaluating Change Orders

- International Multipliers

- Nigerian Content Development

- Project Execution Plan

- Project Risk Contingency

- Project Variables

- Que$tor Estimates

- Risk Analysis Spreadsheet

- Risk Breakdown Structure

- Risk Management

- Spreadsheets vs Databases

- Starting the Project

- Why Project Controls

- Work Breakdown Structure

Interesting Stuff

- Programmable Robot

- Pipe Dimensions and Weights

- Concurrent Database

- LibreOffice Base vs. MS Access

- SharePoint Database

- SAP vs Oracle ERP

- Free Unit Converter

- Motivational Food for Thought

- Passionate about Meetings?

- Video: Project Controls



Contact Us

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1. Introduction


Project execution planning of all projects shall be documented by the issuance of a Project Execution Plan (PEP). This document describes the contents required for the PEP.


2. General Comments


The Project Team Leadership as a joint effort shall prepare the Project Execution Plan, with each discipline leader assuming responsibility for their respective sections of the Plan. Each discipline leader shall clearly demonstrate how they will operate their function of the project to meet the overall project objectives. The Leadership Team is responsible for assembling the PEP into a coherent set of documents that conveys the project team’s plan, with minimal redundancy between sections. While the PEP may be authored at different phases of the project, each section should be published as it is completed.



3. Approvals


The Project Manager shall issue the Project Execution Plan and any attachments. The responsible Director of Project Management approves the Project Execution Strategy.


4. Project Execution Plan Table of Contents




4.1. Part 1 - Overview & Owner’s Strategies

4.2. Part 2 - Project Execution Strategy

4.3. Part 3 - Project Milestones

4.4. Part 4 - Project Organization

4.5. Part 5 - Key Issues and Risk Management Plans

4.6. Part 6 - Health Safety and Environment (HSE)

4.7. Part 7 - Project Success Practices (PSP)

4.8. Part 8 - Client Relations

4.9. Part 9 - Project Controls

4.10. Part 10 - Project Quality

4.11. Part 11 - Engineering

4.12. Part 12 - Procurement & Materials

4.13 Part 13 - Document Management

4.14. Part 14 - Construction

4.15. Part 15 - Commissioning & Start-Up Services (CSS)

4.16. Part 16 - Contract Administration and Coordination Procedure

4.17. Part 17 - Project Close-out


4.1. Part 1 - Overview & Owner’s Strategies


This section of the plan shall consist of a project introduction identifying the project owner(s), a description of the project, its background; business objectives, and location. Include contracting strategy, key milestones and key execution issues.


• Introduction

• Background

• Scope of Work

• Contract Type

• Guarantees, Warranties and Liabilities


4.2. Part 2 - Project Execution Strategy


This section of the plan shall be the Company Project Execution Strategy.


• Project Summary

• Driving Forces and Success Criteria

• Scope

• Location and Layout

• Contract Synopsis

• Schedule

• Project Funding and Economics

• Organization

• Engineering Procurement, Construction and Commissioning and Start-Up Services Strategies

• Critical Issues/ Challenges

• Risk Management

• Follow-Up Actions

• Glossary of Terms


4.3. Part 3 - Project Milestones


In this section of the plan the overall major project milestones will be documented. Also include a level I/ II schedule.


• Project Milestone Dates

• Project Master Schedule



4.4. Part 4 - Project Organization


This section of the plan describes how the project will be organized to effectively execute the project plan. Transitions from home office to the field particularly shall be addressed to show continuity and responsibilities. Include description of key personnel roles/ functions and manpower loading plans.


• Project Organization

• Project Team Facilities

• Personnel Assignments


4.5. Part 5 - Key Issues and Risk Management Plans


This section of the plan shall identify major risks including operational, contractual, and security, and key issues identified during the PES facing the project. Mitigation plans or alternate strategies should be included.


• Key Issues

• Risk Management Plan


4.6. Part 6 - Health Safety and Environment (HSE)



This section of the plan will contain the project Home Office and Construction site HSE Plans. Major suppliers and fabrications of module facilities shall also be covered.



• Process Safety

• Home Office Safety

• Site Safety for Home Office Personnel

• Construction HSE

• Plant Services HSE

• Permits and Licenses


4.7. Part 7 - Project Success Practices (PSP)


In this section of the plan, the implementation of value improving and best practices (Project Success Practices), is an integral part of all projects. The project team must select those practices, which will be implemented on the project and prepare a plan for their implementation, which shall be summarized in this section.


• Project Success Practices

• IPA Value Improving Practices

• Additional COMPANY Success Practices

• Additional Client Success Practices


4.8. Part 8 - Client Relations


This section of the plan will summarize Project Assessment Process. The Project Leadership Team will hold a project alignment session. The results of that session will help project the Project Assessment Tool to help Company achieve its vision for developing exceptional professional business relationships.


• Project Assessment Process


4.9. Part 9 - Project Controls


This section of the plan consists of details for implementation of cost, schedule, estimating, reporting and change order requirements for the project. This plan should include the WBS, the controls systems to be used, the type of project schedules and the level of details for reporting cost and schedule that will be used to control the project. This plan should also contain the methodology for handling variances and project change orders together with project reporting requirements. Unless otherwise authorized, all major EPC projects will adopt First Planner, and Last Planner. For Lump Sum Contracts, this work method maybe modified or abbreviated to an appropriate level for Client issue.


• Project Overview

• Project Identification Information

• Project Scope Summary

• Contract Summary

• Key Project Dates and Milestones

• Project Control Mission Statement

• Project Controls Organization

• Project Controls Systems

• Project Controls Systems Utilized

• Data Collection Process

• Coding Structure

• Estimate Plan

• Basis of Estimate

• Estimate Turnover/ Project Control System Loading Plan

• Planning & Scheduling Plan

• Scheduling Objectives

• Levels of Schedules 4 Schedule Development)

• Basis of Schedule

• Baselining Process

• First Planner

• Last Planner/ Work Plan

• Schedule Reports

• A&F/ Billing/ Project Controls Coordination Plan

• Progress Measurement Plan

• Work Measurement System (WMS)

• Construction Progress System

• Progress/ Quantity Trending Charts and Graphs

• Progress Measurement Plan

• Performance/ Productivity

• Manpower Curves

• Change Management

• Forecasting Plan/ Analysis

• Contingency/ Risk Analysis

• Cash Flow

• Reporting Plan

• Project Closeout Plan

• Project Unique Terminology


4.10. Part 10 - Project Quality


This section of the plan demonstrates how the project will adhere to the Company quality system for Engineering, Procurement and Construction. The plan should describe planned audits and assessments.


• Introduction

• Organization and Responsibilities

• Project Quality System

• Quality Management Systems Common to E, P, and C

• Quality Assurance

• Project Management and Project Controls

• Engineering

• Procurement

• Construction

• Subcontracts

• SQPMS Projects



4.11. Part 11 – Engineering


This section is to define the technical and engineering execution features and requirements of the project including scope of engineering, design philosophy, methods, codes, standards and specifications, interface responsibilities, Change Management and other unique requirements for the project. It is the vehicle to formally communicate engineering execution directions to the project team.

• General

• Scope of Facilities

• Scope of Engineering Services

• Design Input

• Design Philosophies

• Engineering Execution

• Design Control

• Procurement Support

• Subcontract Support

• Engineering Document Management

• Nonconformance and Corrective/ Preventive Action

• Work Group Responsibilities (as applicable)


4.12. Part 12 - Procurement & Materials


This section of the plan describes the procurement and subcontracting plans and identifies person(s) responsible for executing and coordinating those plans. The plans should identify: the client responsibilities and involvement, the projects approval requirements, and regulatory approvals needed. The plans should include traffic, inspection, and expediting requirements and how material will be tracked. A spare parts philosophy and materials, being supplied by the client should be discussed. Identify all key execution issues and milestones. Also include approved bidders and subcontractors lists.


• General

• Special Project Requirements

• Procurement Safety Provisions

• Quality Assurance/ Quality Control

• Sourcing of Materials

• Reports

• Purchasing Plan

• Spares

• Change Orders

• Project Approval Requirements

• Engineering Support

• Inspection Plan

• Expediting

• Transportation Plan

• Subcontracting

• Material Control

• Deviations from Standard Procurement Procedures

• Attachments

• Cost Saving Targets


4.13 Part 13 - Document Management


This section of the plan shall include items such as numbers, distribution and turnover of documents and degree of minimal paper/ electronic access requirements.


• Introduction

• Objectives

• Key Definitions

• Overview

• Responsibilities

• Control of Existing Plant Drawings

• Document Classification & Properties

• Rules for Numbering Documents

• Acceptable Document Formats

• Drawing Mark-Ups

• Submittal of Supplier Documents

• Authentication of Documents


4.14. Part 14 – Construction


This section of the plan shall outline how the construction site will be organized and the work executed. Identify key milestones, key execution issues, and work sequence. The plan should complement the procurement and subcontracting plans. Where appropriate it shall extend to remote fabrication and/ or modularization facilities.


• Introduction

• Scope of Construction

• Construction/ Construction Management Strategy

• Construction Organization

• Health, Safety, and Environment

• Site Visits/ Local Resource Surveys

• Labor Survey

• Milestones

• Execution Strategies and Work Sequence

• Mobilization

• Traffic Plan

• Modularization

• Major Lifts/ Heavy Hauling (If Applicable)

• Constructability

• Subcontracting Plan

• Manpower and Training

• Construction Procedures

• Quality Control and Assurance

• Nonconformance

• Security

• Engineering Support

• Materials Management

• Equipment and Tools

• Temporary Facilities

• Field Purchases

• Subcontracts

• Mechanical Completion and Systems Turnover

• Construction Performance and Reports



4.15. Part 15 - Commissioning & Start-Up Services (CSS)


This section of the plan shall outline the services associated with pre-commissioning, commissioning, and startup and define the extent of our CSS responsibilities.


• Operations and Management Services

• Phase I - Project Development

• Phase IIa - Engineering and Construction

• Phase IIb - Pre-Commissioning and Equipment Checkout

• Phase III - Commissioning, Start-Up and Initial Operation

• Phase IV - Commercial Operations


4.16. Part 16 - Contract Administration and Coordination Procedure


This section of the plan shall contain administration & coordination issues. Other related issues that are unique to a given project should also be included.


• Introduction

• Scope & Contracting Parties

• Correspondence & Communications

• Interface Management

• Supplier/ Vendor Data

• Document Distribution and Reproduction

• General Administration

• Information Technology

• Reports

• Client Approval of Documents

• Record Books

• Engineering

• Procurement

• Construction

• Plant Services

• Project Controls

• Accounting

• Financing

• Taxation

• Insurance

• Legal

• Confidentiality

• Travel

• Cash Flow

• Appendix


4.17. Part 17 - Project Close-out


This section shall describe how the project will be closed out and the record storage requirements.

• Closeout Philosophy

• Closeout Activities

• Electronic File Storage

• Hardcopy File Storage

• Department & Technology File Storage

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