Practicum 410
Practicum 410
Technical Report
PRACTICUM 410
TECHNICAL REPORT
TO:
FROM:
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Technical Report
Introduction
Jackpine Mine (JPM) is located about 70km north of Ft. McMurray, Alberta, and about
500km northeast of Edmonton. Shell Albian Sands (Shell) operates the mine on behalf of
the Athabasca Oil Sands Project (AOSP), a joint venture partnership between Shell
Canada Energy, Chevron Canada and Marathon Oil Sands L.P. The nearest community is
Fort McKay, located about 5km to the west. Ore Preparation and Primary Extraction
commissioning activities were completed at JPM in Q2-2010 with ore production starting
in Q3-2010. Bitumen production started on August 26th, 2010. Annual average single
train bitumen production of 100,000 Bbls/day versus an approved capacity of 200,000
Bbls/day;
Currently, bitumen recovery from the JPM Extraction facility is consistently below that
which was estimated in the original design basis. As such, overall plant bitumen
recoveries are consistently lower than Energy Resources Conservation Board (ERCB)
guidelines. In an effort to improve overall JPM bitumen recovery, Shell is currently
investigating a number of options and projects intended to increase the bitumen
recoveries over a wide range of ore blends in the Extraction unit. Extending the
conditioning slurry pipelines increases the likelihood that oilsand lumps will have
adequate time to ablate, and increases the potential that bitumen will ultimately coalesce
and aerate in a manner favorable to maximum flotation within the PSC (Primary
Separation Cell). Slurry conditioning is a critical step in oilsand processing. If the ore is
not sufficiently conditioned prior to entering the extraction process, that bitumen will not
be recovered.
The Projects intent is to replicate the existing system as much as possible with respect to
piping materials, pump selection, valves, etc., to allow for consistency in operations and
maintenance. The Project will apply the Oil Sands Catalogue Design for Modular Pump
Houses as part of Shells replication strategy for Tailings and Infrastructure pumping
applications, which is consistent with Shells overall contracting strategy.
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TABLE OF CONTENTS
1.0
OVERVIEW....................................................................................................................... 6
2.0
3.0
4.0
GENERAL........................................................................................................................ 14
4.1
DEFINITIONS AND KEY TERMS.................................................................. 14
4.2
PROJECT CONTROLS SYSTEMS ................................................................. 16
4.3
WORK BREAKDOWN STRUCTURE (WBS) ............................................... 16
4.4
PROJECT AND STAGE NUMBERING CONVENTION ............................. 17
4.5
WORK FLOW PROCESS DIAGRAMS.......................................................... 18
5.0
6.0
7.0
8.0
RISK MANAGEMENT................................................................................................... 28
9.0
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9.5
MONTHLY REPORTS...................................................................................... 30
9.6
PROJECT REPORTING CALENDAR ........................................................... 30
9.7
REPORTING
LEADING
INDICATORS
AND
KEY
PERFORMANCE INDICES ......................................................................................... 30
9.8
REPORT REVIEW MEETING SCHEDULE ................................................. 30
10.0
11.0
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APPENDICES
Appendix 1
Appendix 2
Appendix 3
Reporting General
Appendix 4
Sample Schedules
Appendix 5
Appendix 6
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1.0
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OVERVIEW
An effective Project Controls Plan (PCP) is the cornerstone of sound baseline control and
an essential element for successful achievement of the established goals and objectives of
the Shell Canada Energy (Shell) Tailing and Infrastructure (T&I) Program.
Proper integration of a Baseline Plan and all project controls reporting data is essential
considering the multi-project execution aspect of the Shell T&I Program. As such, this
PCP pertains to all Engineering, Procurement, and Construction (EPC) scopes of services
for all work to be undertaken on the Shell T&I Program.
The Baseline Plan includes the following key elements:
Prime Contract The version of the contract signed by Jacobs and Shell,
including any amendments or change orders.
Project Scope The written scope of work for each project. It includes both
the Scope of Facilities (SOF) and the Scope of Services (SOS).
Project Execution Plan (PEP) The overall execution plan for each project
that defines execution strategies and methods.
Project Estimate The estimate of the overall cost to execute each project. It
also includes the basis of the estimate and any other supporting documents.
Management Level Schedule The high-level schedule that defines major
activities and interfaces, summarizes the various phases of each project (e.g.,
Engineering, Procurement, and Construction), and identifies all major
milestones. This is also sometimes referred to as the summary level schedule
or the milestone schedule.
Risk Assessment The results of the Shell/Jacobs risk assessment process in
the form of a register and mitigation action plans.
Commercial Basis The commercial aspects of a project.
Project Controls supports project management to achieve the following key objectives:
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2.0
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The following documents should be referenced in relation to the application of this plan:
Applicable
Procedures/Documents
Jacobs
Corporate
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3.0
3.1
The T&I Program Project Controls organization consists of all Jacobs Project Controls
personnel located in the Jacobs Calgary Home Office (HO), fabrication shop, field
locations, and workshare offices. The EPC Project Controls Manager has full
responsibility across the Program. Standardization is critical, and Project Controls
practices, procedures, and methodologies must be applied consistently across all projects
and project phases of the T&I Program.
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3.2
The main roles and responsibilities of personnel on the Project Controls team are as
follows:
Home Office EPC Project Controls Organization
3.2.1
3.2.1.1.
3.2.1.2.
3.2.1.3.
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3.2.1.4.
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level and any required corrections of actual hours and cost to project and task
coding.
Establishes and maintains the mapping of Shell and Jacobs Cost Code of
Accounts (COA) to enable accurate cost reporting to Shell.
Assists with the timely identification and development of potential change
notices and cost change orders (CO).
Analyzes budget, commitment, expended, and forecast information for all
projects in the Program.
Provides cash flow reporting for the Program.
EPC Chief Scheduler
3.2.1.5.
Technical Report
3.2.1.6.
3.2.1.7.
Reports to the EPC Project Controls Lead and functionally to the Chief
Scheduler.
Leads and manages the scheduling function on the project, including
coordination with the site scheduler, third parties, and Shell.
In consultation with the project team, develops and maintains the overall and
detailed schedules for the project.
Leads Interactive Planning (IAP) sessions and coordinates EPC planning
requirements.
Analyzes and provides proper time phasing of engineering and construction
resources.
Identifies areas of risks and concerns in the schedule, and assists in proposing
workarounds and actions to mitigate schedule impacts to key project
milestones.
Through the Change Management System, assesses and reports on the
schedule of any impacts from identified changes, and provides Time Impact
Analysis (TIA) and other supporting documentation as needed.
EPC Project Cost Control Specialist
Reports to the EPC Project Controls Lead and functionally to the Chief Cost
Controller.
Ensures the Jacobs Project Control System (JPCS) system is correctly
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3.2.2
3.2.2.1.
3.2.2.2.
Reports to the Site Manager and functionally to the EPC Project Controls
Manager.
Has ownership of the site project controls effort for the Program.
Ensures that proper cost and scheduling tools and processes are applied across
the Program and projects consistently in accordance with Jacobs corporate
standards and Program specifics.
Provides support to the Site Project Controls leads in terms of practices,
procedures, resources, and systems.
Site Project Controls Lead
3.2.2.3.
Reports to the Site PM and functionally to the Site Project Controls Manager.
Has ownership of the site project controls effort for an individual project.
Implements project controls procedures at the site in accordance with Jacobs
standards and Program specifics.
Provides leadership, guidance, and applications support for project control
personnel on the site project team.
Site Project Scheduler
Reports to the Site Project Controls Lead and functionally to the EPC Chief
Scheduler.
Coordinates and manages the scheduling function on the project site.
In consultation with the project team, develops and maintains the overall and
detailed schedules for the project site.
Leads and manages the site scheduling function on the project, including
coordination with the EPC Scheduler, third parties, and Shell.
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3.2.2.4.
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In consultation with the project team, develops and maintains the overall and
detailed site schedules for the project.
Leads IAP sessions and coordinates construction planning requirements.
Works with the EPC Scheduler to analyze and provide proper time phasing of
engineering and construction resources.
Identifies areas of risk and concern in the schedule, and assists in proposing
workarounds and actions to mitigate schedule impacts to the project key
milestones
Assesses and reports on the schedule impact of changes identified through the
Change Management System, and provides TIA and other supporting
documentation as needed.
Co-ordinates with the EPC Project Scheduler on construction planning
requirements.
Develops detailed construction work schedules for the project site.
Manages and co-ordinates the development of detailed pre, post, and
commissioning work schedules.
Identifies areas of risk and concern in the schedule, and assists in proposing
workarounds and actions to mitigate schedule impacts to the project.
Site Project Cost Control Specialist
Reports to the Site Project Controls Lead and functionally to the EPC Chief
Cost Controller.
Works with the EPC Cost Controller to ensure the JPCS system is correctly
established and maintained for the project.
Manages the interfaces between Jacobs and Shell cost systems at the projectlevel and any required corrections of actual hours and cost to project and task
coding.
Manages the JPCS progress updating cycle for the project with the area and
discipline engineers.
Prepares JPCS reports and progress curves for the project.
Provides cash flow reporting for the project.
Identifies areas of risk and concern in cost, and assists in proposing
workarounds and actions to mitigate cost impacts to the project.
Assists in the timely identification of potential change notices and cost
variances.
Works with the EPC Cost Controller to ensure the project change log is
maintained for the project.
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4.0
GENERAL
4.1
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4.2
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Actions will also be undertaken with Shell, as required, to implement system database
integration for PRISM G2 and Primavera.
4.3
The WBS involves breaking Program/project work down into smaller elements to
facilitate effective management and control. The WBS may identify pit stops, contractor,
geographical areas, or functioning systems of the operating plant and their respective
EWPs.
The other aspect of work structuring is the development of an organizational breakdown
structure (OBS), which involves breaking the work effort into the resources required to
perform the activities addressed in the WBS. This establishes responsibility for the work.
The WBS, OBS, and COA establish the overall cost and schedule control structure for the
various phases of the Program/project (i.e., Engineering, Procurement, Construction).
Portions of work execution are then bundled into cost/schedule control elements in
accordance with the WBS, as represented by work packages, purchase orders (PO), and
subcontracts. These elements are then established to meet the project control and
reporting requirements.
Since the work scope of the Shell T&I Program is evolving over time on a project by
project basis, the Program-level WBS remains flexible while each project WBS is unique.
The WBS and COA structuring convention for the T&I Program is included in Appendix
2.
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4.4
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4.4.1
Shell Program project numbers for EP work under the T&I Program Contract follow the
CE42xxyy coding, where:
4.4.2
Shell Program project numbers for CPCM work under the T&I Program Contract follow
the TP41xxyy or - CC43xxyy or CE42xxyy coding, where:
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The majority of projects under the CPCM contract will follow the 50 or 60 phase
numbering. Phase numbers 10, 20, 30, and/or 40 will only be required in the event a
CPCM-sanctioned project involves early engagement in the EP contractors design
activities unless craft staff is to be engaged.
4.5
5.0
EWP development
resource loading
procurement strategy
area congestion
impact of modularization
systems turnover
contracting strategy
weather restrictions
The Engineering and Procurement schedules are developed with reference to the detailed
engineering estimates. They are resourced with Engineering and design work-hours per
discipline. These schedules include the achievement of key milestones and the detailed
engineering and design activities logically sequenced to feed into the construction
process. The schedules are resource-levelled to ensure that the schedule is achievable
with the available resources. The engineering schedule is reviewed with each
engineering discipline lead and the Engineering Manager and PM prior to acceptance and
baselining. Data from the baselined Level 3 Engineering and Procurement schedules is
exported to the progress measurement system to establish the planned progress curves for
each discipline.
The procurement of all major material and equipment as reflected in the Procurement
Plan is shown on the schedule. The individual steps and durations involved in the
procurement process (i.e., from material requisition [MR] to delivery on site for each
purchase order [PO]) are reflected in the Procurement Plan and status reports, but are
represented in summary only in the P6 schedule.
During the EP project phase, construction schedules are initially developed to Level 2
details to show the overall sequence of construction activities, establish the key
construction milestone dates, and provide an overall critical path through the project.
The construction methodology and work package definition are progressively developed
to Level 3 during later stages of the EP phase in accordance with the relevant procedure.
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5.1
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Interactive planning is required on all projects over 5000 hours and is recommended for
all projects. The IAP is the first step used to establish agreement by all project
stakeholders in development of the overall project schedule. The IAP output defines the
dates for major milestone events, project phases, interrelationships of major activities,
and any dependencies on outside parties.
This process is used by PMs, PC leads, discipline lead engineers, planner/schedulers, and
other project team members.
The detailed objectives of the IAP process are to:
5.2
SCHEDULE LEVELS
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5.3
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commissioning works.
Level 4 schedules are detailed schedules developed by construction
contractors and approved by the EPCM contractor for execution of the work.
At the end of a projects Define Phase, Level 3 Construction and Module Schedules are
developed and approved by the Construction and Module managers. A separate schedule
for the module fabrication program is prepared and maintained based on input from the
individual vendors (e.g., Triton fabrication shop) and other material suppliers. Since the
module fabrication effort is recognized as a Critical Path, it is developed based on a
level of detail required to maintain effective control, with rigorous updates and reviews
conducted on at least a bi-weekly basis. The module schedule update is issued to all
affected projects and analyzed in detail for any potential impact. Any potential impacts
from the module program is handled via the Change Management process by each
representative project and mitigated accordingly.
5.4
The overall Shell T&I Program is monitored and controlled via the Master Schedule and
subordinate project schedules in Primavera P6. The Master Schedule integrates all
subordinate project schedules though inter-linking logic and displays major milestones
and key events. The Master Schedule has the capability of providing baseline and current
schedules at the level of detail desired through roll-up and summaries of the project
schedules.
Key activities associated with preparation of the Master Schedule include:
5.5
Reviewing the overall time frame of the Program and relationships between
the individual project phases.
Evaluating the feasibility and optimization of required dates and associated
progress and resource levels.
Preparing the schedule cooperatively with Jacobs and Shell project
management personnel.
Considering project-specific risks or concerns.
This is a one or two page document at the equivalent of a Level 1 schedule outlining the
Program/project objectives and major milestones.
5.6
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5.7
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The Control Level Schedule is prepared, managed, and updated by the functional leads at
a discipline level. It contains the following criteria:
5.8
Derived from and aligns with the project level schedule time frames.
Detailed activities and deliverables list, as well as documents which have the
ability to control day-to-day activities.
Point of analysis for change management.
LOOK-AHEAD SCHEDULES
Level 2, 3, and 4 schedules are the basis of providing look-ahead schedules on an asneeded basis.
5.9
Schedule activities are coded so that activities in the schedule are integrated to match
activities in the JPCS Deliverables Status Report (DSR). Schedules may also be coded
with procurement and contract package numbers for easy identification of the work
breakdown elements.
5.10
All schedules are fully updated, reviewed, and approved per the Program and Project
Reporting Calendar at least semi-monthly. The current updated schedules are included in
the Project Monthly Report. Schedule updates are prepared by the P/S group in
conjunction with the projects Engineering, Procurement, Contracts, and Construction
Management teams and reflect the current status and forecast of each Engineering,
Procurement, Contract, and Construction activity.
Milestone and Critical Path analysis are documented along with pertinent schedule
remarks in a report to accompany each schedule issue (see Appendix 6).
Project schedulers review the schedule for status updates with each discipline/department
stakeholder. The stakeholders and project management review and approve each update
prior to final issue.
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5.11
5.11.1
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CONSTRUCTION PLANNING/SCHEDULING
Construction Schedule Level 3
Construction Sign-off
During completion of the construction activities and before construction turnover, a series
of curves are developed to monitor and control the progress of facility completion and
sign-off of care, custody, and control to Shell.
5.11.3
A detailed system completion and turnover schedule will be prepared as early as possible
in the Construction Phase of a T&I project. This will include work activities required to
support Pre-Commissioning and Commissioning towards achievement of the Ready for
Start up (RFSU).
5.12
5.12.1
A comprehensive listing of field need dates for main equipment tags, material
commodities, and subcontracts is developed based on the project schedules and
construction priorities. This listing is communicated to all members of the project and
Shell teams.
5.12.2
This detailed plan is developed and maintained by the Procurement team. Planning and
Scheduling advise field RAS dates and validate the plan against the project schedules,
while taking construction priorities and EWPs into account. Actual and forecast dates are
incorporated into schedule updates based on Procurement reports and transmittals.
5.12.3
This detailed plan is developed and maintained by the Contract team. Planning and
scheduling validates the plan against the project schedules taking construction priorities,
material deliveries, and engineering deliverable production into consideration. Actual
and forecast dates are incorporated into schedule updates based on subcontract reports
and transmittals.
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5.13
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SCHEDULE BASIS
When each schedule is initially issued or when a substantial change is made, a Schedule
Basis is included with the schedule. The Schedule Basis outlines the thought process,
logic, rules, constraints, and objectives that the planner has followed in the development
of the schedule.
5.14
5.14.1
Schedule contingency analysis is of the greatest value when using critical path method
(CPM) scheduling. Once the critical path is identified, activities are evaluated to
determine which pose the greatest schedule risk. Adjustments can then be made (if the
flexibility realistically exists) to the durations of those critical activities to increase their
float and provide contingency. These adjustments must be discussed and approved by the
client and project management. Activities receiving particular scrutiny should include
those that could be effected by:
Identifying schedule risk requires establishing a range of duration estimates for project
activities. Applying optimistic, most likely, and pessimistic durations to schedule
activities results in a probabilistic range in the project completion date. Jacobs uses the
analysis tool Pertmaster to perform multiple simulations of randomly drawn probabilities.
The Monte Carlo technique is used to evaluate risk and to run simulations of the project
schedule.
In general, the Pxx number defines the uncertainty of the duration of the schedule. That
is:
P10 means the project duration has 10% probability of under-running and
90% of over-running the finish date.
P50 means the duration of project has equal probability of under-running or
over-running the finish date.
P90 means the project duration has 90% probability of under-running and
10% of over-running the finish date.
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5.14.2
A schedule risk analysis workshop is conducted during the Execute Phase (EPC) prior to
the Construction Readiness Review (CRR) to estimate and agree with Shell on the
schedule contingency in terms of duration and cost. The risk ranges are reviewed and
agreed on for the activities on the critical path (defined as 0-20 days of total float). Some
of the considered event-driven risks are (but not limited to):
A log is maintained to record the schedule delays due to events mentioned above to
account for the lost work days resulting in schedule slippage. Actions are taken to
mitigate and maintain the ready for start-up (RFSU) date. However schedule
contingency rundown traces back to the occurrence of a risk that couldnt be mitigated
during the course of the project execution.
6.0
PHYSICAL PROGRESS
Physical progress is the measure of the completed portions of the work against the total
work. It is not calculated based on percent of expended hours over total budgeted hours.
Physical progress is based on the weighted value of actual work completed. Progress
(percent complete) is measured by using a weighted average method of computing earned
hours or work units. The progress reporting system for engineering, for example, is set
up as soon as a reasonable breakdown of drawings, specifications, and other deliverables
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or activities is available for the various design disciplines to input into JPCS. This occurs
after approval of the initial project cost budget.
Estimated hours or work units are allocated to each work scope line item, thus assigning a
weight relative to the respective discipline or craft control budget. By determining the
percent complete for each deliverable, group of deliverables, or activity at the end of a
reporting period, the earned hours are calculated as follows:
Earned Hours = Percent Complete Performance Budget Hours
The total hours earned from work completed, divided by the total control budget hours,
determines the percent complete (physical progress) for each discipline or craft. Using
this same weighted average method based on earned hours, progress is then summarized
by area/unit, system, project, and overall Program.
6.2
PRODUCTIVITY
Performance Budgets for HO and site professional services are entered into the JPCS
Deliverables Status Report (DSR) at a sufficient level of detail to enable complete
progress measurement and forecasts (see Appendix 6).
Actual hours expended are entered in the timesheet system against the codes representing
the tasks carried out on a weekly basis. Earned hours are calculated against deliverables
in accordance with the engineering procedure for progress measurement, following
agreed standard engineering progress profiles. These are used to calculate percentage
complete, which is then applied against the approved target budget to arrive at earned
hours.
Duration based method (level of effort) is applied to the support disciplines and general
tasks that are estimated/budgeted based on distribution of effort hours over the projects
duration. Percent complete is determined based on percent time expended over total
discipline time.
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6.4
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Each requisition is initially weighted according to its budget value from the project
control budget. Progress measurement is the earned value, based on the status of each
PO (by progress stage achieved) at the time of the schedule update.
6.5
Construction and Commissioning activities are controlled at the task level and are entered
into the Field Labour Analysis (FLA), with weighted milestones for earned value
reporting. Construction progress is monitored at each task level. The actual completion
percentage for each activity is calculated by measurement of installed quantities to
calculate physical percentage complete. The control baseline quantity of work measured
is adjusted accordingly as required based on approved Change Notices.
7.0
Analyze events and variations in scope and project execution cost and
schedule as they occur.
Facilitate prompt identification and notification to Jacobs and Shell
Management in accordance with the governing contracts.
Implement mitigation actions in a timely manner to avoid impacts and
maintain control of the Baseline Plan.
Reflect approved changes in all Program and project reporting tools to
maintain consistency in the baseline documentation.
The Project Controls team administers the Change Management System, making sure that
all project team members understand the process, logging, and maintaining the status of
all identified changes, facilitating change management meetings, expediting the
approval/disposition stage, and incorporating changes in the cost and schedule reports.
Change management is a shared responsibility among all organizations on the project.
All project personnel have the responsibility to notify project management and Project
Controls of any potential change as soon as they are recognized, so that processing of the
changes can be initiated as appropriate.
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7.1
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Changes are the mechanism by which variations to the project baseline are documented.
Identification and documentation of changes is the responsibility of every member in the
integrated project team. When a team member becomes aware of a condition that may
result in an impact to the project baseline (control budget, estimated quantities, project
schedule, etc.) a potential change notice is initiated.
The project team uses the following strategy to ensure that EPC efforts are appropriately
aligned with the project cost estimate:
Project deliverables and effort-hour estimates are compared with the initial
estimate to identify any significant changes in scope, duty, size, etc. (and
hence in the anticipated cost).
Supplier prices are compared with the prices used in the project estimate to
identify any significant differences.
Quantities of bulk materials are compared with the amounts included in the
project estimate.
During the design of the project, the majority of the changes are identified by the
Engineering team, who are most familiar with changes from the design basis.
In addition, through the normal forecasting process, the Project Controls team performs
comparisons to the control base that include, but are not limited to: take-off quantities
(supplied and updated by the Engineering team), unit prices, effort-hours, changes to
equipment or specifications, and changes in project execution. Any changes identified as
a result of these comparisons are processed through the Change Management System.
The change management process may include weekly meetings to review all new
potential changes and to speed processing and resolution of open items. These meetings
are chaired by the Change Management Coordinator or other approved management
designee and attended by the key project leads.
The responsible project or area manager approves all potential changes before they are
submitted for further processing.
7.2
TIMING OF CHANGES
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8.0
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RISK MANAGEMENT
Jacobs applies its risk management process to identify, assess, and manage Program and
project risks. Risk management is accomplished through facilitated workshops or
meetings. Specific team members selected by project leadership from Shell and Jacobs
participate in the risk management process. To promote successful and productive
meetings, the selected team members need to become familiar with key project
documents, including:
Scope of Work
Contract(s)
Project Execution Plan
Material Management (Procurement) Plan
Project Budget
Project Schedule
HSSE Plan
Other data that fully define the Program, its objectives, and the baseline.
Each team member is asked to identify their top risks and opportunities in advance of the
workshop.
Shell business issues may be included in the process. These lists are submitted to the risk
management facilitator for initial input to the risk register for further refinement. In the
initial risk management session, participants are given an overview of the process with a
list of terms and definitions. The team establishes a project-specific severity index and
sets the general expectations for the session. As a group, the team members review
standard and specific risk lists and collectively brainstorm additional contractual,
business, technical, local, and execution risks. These additional risks and opportunities
are captured in the Risk and Opportunity Register.
The next phase of the process involves evaluating the severity and likelihood of these
events occurring and establishing mitigated and unmitigated values for each risk item. In
the third and final phase of the process, the team develops mitigation strategies, assigns
team members to be responsible to implement the selected strategies, and sets the
implementation schedule.
Final risks, opportunities, and strategies are recorded and inserted into reports.
Beyond the initial risk assessment, follow-up review/update workshops are convened as
the projects transitions into subsequent phases, or in the event of a significant trigger
event.
In between these formal group updates, risk monitoring is performed on a more frequent
basis by the identified risk representative as required.
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9.0
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9.1
The following illustrates the flow of data for the updating and reporting cycle:
Project Manager / Project Engineer
Construction Manager
Progress
Update
Planning
Level 1
Planning
Level 2
Planning
Plan
Level 3
Site
Progress
Measurement
Fcast
Timesheet
Entry
Plan
Fcast
Fcast
Plan
Engineering
Progress
Progress
/ Forecast
Update
Procurement
DELIVERABLES
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9.3
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REPORT FORMATS
See the appendices for samples of the different PC reports for the T&I Program.
9.4
Each week the project issues WWRs for Shells information. The WWR shows each
person charging for that week with hours spent for that week and the To Date, grouped,
and sub-totalled by discipline and by total project. The Jacobs EPC PC Manager, PM,
and Shells representative sign and date the report (refer to Appendix 6).
9.5
MONTHLY REPORTS
Each month the project prepares summary progress reports for Jacobs and Shell project
management review. These reports summarize and consolidate the costs, progress, and
status of the project, including identification of any major items of concern along with
recommended actions for resolution.
Where required, transfer of data between Jacobs and Shell systems is via data export to
transferrable files (e.g., Primavera XER files, Excel data exports from Oracle, etc). The
exact format and frequency of these file transfers will be determined at a later date.
The content of the reports depends on the current phase of the project.
9.6
The Project Reporting Calendar is used to define reporting periods and report issue dates.
This calendar is a mechanism to make sure that all parties involved in the project are
aware of the project due dates and their relationships to the Jacobs fiscal calendar. The
Project Controls Reporting Calendars are included in Appendix 3).
9.7
Each project documents KPIs and summarizes them into Program KPIs (refer to
Appendix 5)
9.8
Standard meeting schedules are established to review Project Controls reports (see
Appendix 3).
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10.0
Technical Report
Access to the Project Controls folders is authorized by the EPC Project Controls
Manager, Site PC Manager, or PC leads.
File folders are structured consistently between projects at a summary level as shown
below. Additional folders may be created based on the needs of each project:
11.0
Administration
Change Management
Contracts
Cost
Estimating
Procurement
Progress
Scheduling
Reports
Daily
Weekly
Monthly
A final copy of key Project Controls deliverables is published for close-out reporting.
REFERENCES
1, ERCB shell tailings and infrastructure project. http://www.ercb.ca/oilsands/tailingsplans/Shell_2009_Jackpine_TailingsPlans.pdf 01-May-2013
2, Project control plan. http://www.scribd.com/doc/19068474/Project-Control-HandbookImplementation-Plan 01-May-2013
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APPENDIX-1
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APPENDIX-2
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APPENDIX-3
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APPENDIX-4
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APPENDIX-5
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APPENDIX-6
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