Assembly and Installation Industry Information Day
Construction Management Contract
by Ken Blackler
21 May 2015
Disclaimer: The views and opinions expressed herein do not necessarily reflect those of the ITER Organization
Page 1
Table of Contents:
1. General
2. Scope of Services
3. Description of tasks
4. Interfaces with other contractors
5. Contract
6. Schedule
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 2
Contract Map
ITER Organization
Construction Manager-as-Agent
Machine
Assembly
Works
Mechanical &
Piping
Works
Electrical,
I&C Works
Specialized
Works
Super
Conducting
Joints
Domestic
Agency
Works
Contractors
Special
Techniques
MCP
ASY
Tokamak
EIC
CMA
Lifting & Handling LFT
Scaffolding
SCF
Access, Plant Hire APH
Civils & Finishing CIV
SPx
Balance of Plant
Works Contracts
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
Support Contracts
IDM UID: XXXXXX
Page 3
Construction Management Contract
ITER Organization
Construction Manager-as-Agent
Machine
Assembly
Works
Mechanical &
Piping
Works
Electrical,
I&C Works
Specialized
Works
Super
Conducting
Joints
Domestic
Agency
Works
Contractors
Special
Techniques
MCP
ASY
Tokamak
EIC
CMA
Lifting & Handling LFT
Scaffolding
SCF
Access, Plant Hire APH
Civils & Finishing CIV
SPx
Balance of Plant
Works Contracts
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
Support Contracts
IDM UID: XXXXXX
Page 4
1. General
•
Purpose:
–
•
Define scope, mission and work activities of the Construction Management-as-Agent (CMA)
Contractor.
Background:
–
–
–
Large and complex worksite
Many technical challenges that will arise during the construction
Many different actors that must be coordinated in a safe and efficient manner
 Strong and effective management, combining Tokamak specific knowledge and industrial know-how
is required in order to maintain schedule and minimize cost
 IO Construction Department is responsible to plan, manage and execute the construction works on
site of the ITER Tokamak, plant equipment and facilities, and their start-up, testing and
commissioning (excluding building construction).
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 5
1. General – ITER Specifics
•
In-kind Procurement
–
–
•
Machine Assembly
–
–
–
•
Many components are provided ‘free-issue’ by the ITER Member countries through their Domestic
Agencies
IO-CT and IO-DA manage the supply chain through an integrated team
Assembly of the Tokamak is a unique activity where IO has the greater knowledge and must bear
the majority of the risks.
IO must maintain a strong control of the Machine Assembly activities
The CMA shall support IO by supplying the necessary industrial know how, processes and
resources.
Plant Installation
–
–
–
These are conventional works which follow significantly more standard processes
CMA shall be involved to a greater extent
IO maintains overall responsibility for the priorities and technical performance, management of
outstanding issues and interfaces with DAs.
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 6
2. Scope of Services
•
Services included:
–
Management
• Planning and Program Management
• Works Contract Management
– Worksite Coordination
• Site Coordination
• Occupational Health and Safety
• Environmental Health and Safety
• Material Management
– Works Supervision
• Supervision of the Works
• Quality Control
• Record Keeping
– Completion Activities
• Start-up and Testing
• Maintenance Management
The Construction Management
Contractor shall not self-perform any
works.
The extent of involvement shall be
different for the Tokamak and the
Plant Systems.
This is a summary only. The complete scope shall be defined in the tender specifications
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 7
3. Description of Services - Management
•
Planning and Program Management
–
–
–
–
•
Baseline management: Work breakdown structure, scope database, construction schedule and
cost
Detailed planning, cost estimates, risk analysis of works
Report progress, using Earned Value, KPI etc.
Administer Requests for Information, Field Changes, Non-Conformances
Works Contract Management
–
–
Engineer and/or Assistant to the Engineer for FIDIC contracts;
Construction work packages e.g. materials list, drawings, specifications, procedures, equipment
and tools, hold points, and quality control documents
– Additionally For Tokamak Assembly Works
• Field Installation Work Packages - based upon IO supplied Construction Processes,
specifications and documentation;
• Assembly drawings, based upon sequences, specifications, 3D models and engineering
drawings provided by IO.
– Additionally For Conventional Works:
• Field Installation Work Packages and assignment to contractors
This is a summary only. The complete scope shall be defined in the tender specifications
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 8
3. Description of Services – Worksite Coordination
•
Site Coordination
–
–
–
–
–
•
Occupational Health and Safety
–
–
•
Support the IO in implementing a continuous improvement safety programme;
Manage the Permit to Work system;
Environmental Health and Safety
–
–
•
Site Rules and Regulations
Manage and coordinate activities on the site, space utilisation, traffic, control of pollution and the
environment;
Access control requests for the worksite;
Coordination, steering and planning meetings with IO, DA and works Contractors;
Development and implementation of a “pro-rata” account;
Ensure that materials used on site do not pose an undue risk to site personnel, nor endanger the
environment;
Identify and approve any hazardous materials coming onto the ITER site;
Material Management
–
–
–
Expedite materials by interfacing with IO, DA, suppliers, warehouse and global logistics service provider;
Control materials, including receiving, preservation, quarantine and in-field traceability;
Administration and operation of the SmartPlant Materials system;
This is a summary only. The complete scope shall be defined in the tender specifications
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 9
Construction Worksite Teams
Site Construction Manager
CMA
Overall Daily Site
Coordination. Management
of Interfaces
Worksite
Construction Team
Worksite
Construction Team
Worksite
Construction Team
Worksite
Construction Team
Worksite
Construction Team
Worksite
Construction Team
CMA
CMA
CMA
CMA
CMA
CMA
Electrical
Buildings
Site Works and
Coordination
MA Contractor
Machine
Assembly
Works Contractors
Tokamak
Complex
Control Buildings
Cooling Water
and Cryogenic
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 10
3. Description of Services – Works Supervision
•
Supervision of the Works
–
–
–
–
–
–
Issue instructions to Contractors (within delegated limits and which do not alter the cost of the
project);
Check applications for payment and assess them prior to IO payment;
Manage field engineering processes and information exchange;
Assess field change requests, deviation requests and non-conformities.
Additionally For Tokamak Assembly Works
• Support IO to supervise day works, report technical issues.
• Provide independent assessment of field change requests, deviation requests and nonconformities.
Additionally For Plant Installation:
• Planning, supervision, testing and completion of works within a building, area or room.
• manage interfaces, resolve disputes, solve on-site technical issues;
• Provide field engineering support to contractors, with expert support from IO.
This is a summary only. The complete scope shall be defined in the tender specifications
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 11
3. Description of Services – Works Supervision (2)
•
Quality Control
–
–
–
–
–
•
Check compliance between execution drawings prepared by contractors and drawings and
specifications prepared by IO;
Assess Contractor’s quality plans and control plans (MIP);
Verify conformance of completed works to requirements, specifications and contract deliverables,
undertake inspections to confirm;
Coordinate and supervise Inspections, Notification and Hold Points;
Manage Measuring and Test Equipment including certification, calibration;
Record Keeping
–
–
–
Manage information, records and documents related to construction within the IO IT environment,
including document scanning, classification, filing, searching and printing;
Check documentation and ‘as built’ drawings;
Support the IO in maintaining complete and accurate records of all site activities.
This is a summary only. The complete scope shall be defined in the tender specifications
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 12
3. Description of Services – Completion Activities
•
Start-up and Testing
–
–
•
Working with IO experts, confirm construction activities have been correctly performed.
Manage testing performed by the Contractors, IO and DA, record the outcomes, prepare plans for
rectification.
Maintenance Management
–
–
–
Plan and regular, preventative and corrective maintenance for installed equipment;
Keep all maintenance associated records;
Manage any remedial, corrective and preventive actions.
This is a summary only. The complete scope shall be defined in the tender specifications
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 13
4. Interfaces with other contractors
•
Construction Manager-as-Agent contractor shall interface strongly with all works
contracts
–
–
•
Act as Engineer/Assistant to Engineer for FIDIC works contracts placed by IO
Coordinate works performed by IO and DA contractors
Three stages of site coordination
–
–
–
Preparation stage - ENGAGE coordination civil construction
Early works managed by CMA with overall site coordination by EUDA contractor (ENGAGE)
Main works with CMA site coordination
Stage 1
• ENGAGE Coordination
• No IO Works
Stage 2
• ENGAGE Coordination
• IO and DA Works
Stage 3
• CMA Coordination
• IO and DA Works
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 14
5. Information Systems
•
SmartPlant software suite implemented:
–
–
–
–
Construction planning and management
Materials management
Testing
Configuration control for construction
•
System integrated to ensure flow of
data, documents from design tools and
logistics systems
•
Customisation by IO to adapt to agreed
ways of working (e.g. workflows)
•
IO will train-the-trainers in the awarded
Construction Management contractor
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 15
6. Work Profile
•
Current schedule is ‘as early
as possible’’
–
–
–
–
•
Uneven profile in resources
Logic driven by machine
assembly sequences
Machine assembly is back-end
loaded (mandatory)
Plant works early loaded and
may be smoothed
Work Packages - Not-levelled
Tokamak
Completion
and Hook-ups
Specialised works to be
reallocated to plant or
machine assembly works
contracts
–
Machine
Assembly
Complete before tenders
launched
 Optimisations will be key to
workforce management
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 16
Time Distribution of Works by Domestic Agency
Some works shall be transferred to IO for execution
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 17
Time Distribution of IO Works by Contract
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 18
Please send all questions to:
assemblyinfoday@iter.org
Replies to all questions received within 2 weeks shall be published on
the ITER web site and notified to all attendees
Assembly and Installation Information Day – 21st May 2015
© 2015, ITER Organization
IDM UID: XXXXXX
Page 19