Planning and Progress reporting system
description
Transcript of Planning and Progress reporting system
Projects Directorate Planning & Control Dept.
Project Phase: Date: May 2008 Document: W-G-SS006 Rev. 0 Sheet 1 of 4
Specifications for Planning & Scheduling
In a process to monitor and control project effectively and efficiently, the following detailed requirements and procedures shall govern the planning and scheduling activities under this contract: 1. Scope:
The scope of this procedure includes the following: • The development of schedules which represent the plan for execution of the
services consistent with ADWEA requirement and reflecting the total scope. • A monitoring system which continually compares actual performance with
planned performance and allows early review and corrective/preventive actions on deviations.
1.1 Plan: The contractor shall submit the project plan as per the following detail:
1..1 Work Breakdown Structure (WBS)
(See Attachment-A)
1..2 Detailed Construction Schedule Construction Schedule shall be prepared in Primavera Project Planner (P3) / MS Project taking into consideration the WBS and shall include at least the following fields: a. Activity ID b. Activity Description c. Original Duration d. Early Start e. Early Finish f. Late Start g. Late Finish h. Total Float All activities shall be linked properly and logically. A Critical Path shall be shown clearly in the program. WBS shall be prepared up till such a level that any activity shall not be more than 20 days except where not appropriate or pertinent.
Projects Directorate Planning & Control Dept.
Project Phase: Date: May 2008 Document: W-G-SS006 Rev. 0 Sheet 2 of 4
1.1.3 Resources Histogram & Cash Flow S-Curve: The schedule shall be loaded with resources (man-hours & budgeted cost) to generate Physical Progress and Cash Flow S-Curves, which shall be submitted by contractor along with Baseline Construction Schedule.
Contractor shall submit Manpower and Equipment Histogram, which shall be generated from Construction Schedule by category–wise i.e. (Electrician, Plumber, Labours, etc.).
1.1.4 Revised Program:
In case if there is an approved Variation Order (VO) with respect to change in project completion date or addition or reduction in contract value, or if contractor decides to change his construction strategy or method, he shall then submit for approval, a revised program incorporating the changes. Revised Program shall show a comparison between originally approved baseline and the proposed revised program. Once this revised program is approved, it shall become new baseline for further monitoring and reporting purposes.
1.1.5 Recovery Program:
Contractor may be asked to submit a recovery program by client or consultant in case he fails to comply with plan. Contractor shall justify and bring in all efforts to complete the project in time.
1.2 Progress Measurement System (Monthly Report Format)
Contractor shall prepare a system to measure the progress of project at any stage considering the detailed construction program planned dates and resources to calculate the weightages and progress S-Curves. A proposed WBS assigned with preset weightages is attached (Attachment – A) as a guideline. These weightings can be adjusted according the type of work or project with the consent of consultant and client. Any progress measurement system shall at least contain the following:
1.2.1 Logs:
1. Engineering/Drawings Submittal & Approval Log (Attachment-B) 2. Materials Submittal & Approval Log (Attachment-C) 3. Supplier/Vendor/Sub Contractor Submittal & approval Log. (Attachment-D) 4. Procurement & Delivery Log (Attachment-E)
5. Construction / Commissioning Log (Attachment-F)
Projects Directorate Planning & Control Dept.
Project Phase: Date: May 2008 Document: W-G-SS006 Rev. 0 Sheet 3 of 4
1.2.2 S-Curves: By obtaining the data from above mentioned logs, contractor shall submit S-Curves to monitor the planned & actual situation. Following S-Curves shall be submitted: 1. Progress S-Curve for Engineering and Design Submittal & Approval 2. Progress S-Curve for Material Submittal & Approval 3. Progress S-Curve for Sub Contractors/Vendors 4. Overall S-Curve for Home Office Services 5. Progress S-Curve for Procurement Activities 6. Progress S-Curve for Construction & Commissioning Activities 7. Overall Progress S-Curve for whole project 8. Updated Cash Flow S-Curve (Planned Value & Earned Value)
A typical format for Progress S-Curve is enclosed (Attachment-G). For developing the Overall Progress S-Curve the contractor shall consider the ADWEA proposed weightage system for above mentioned major activities as per (Attachment-H). Contractor shall use cost to calculate weightages for Procurement Activities and Man-Hours for every thing else.
1.2.3 Summary Sheet:
Contractor shall submit an overall one page summary sheet which shall show progress as of previous month, current month & cumulative at a level-1 or level-2 detail as per proposed WBS (Attachment-I).
1.2.4 Updated (As-Built) Construction Program:
Contractor shall submit an updated construction program along with monthly report showing the comparison between baseline and actual site data. This updated construction program shall contain at least the following data: 1. Activity ID 2. Activity Description 3. Original Duration 4. Planned Start 5. Planned Finish 6. Actual / Expected Start 7. Actual / Expected Finish 8. Planned %age
9. Actual %age 10. Total Float
Projects Directorate Planning & Control Dept.
Project Phase: Date: May 2008 Document: W-G-SS006 Rev. 0 Sheet 4 of 4
11. In bar area of program both baseline (target) bars and actual bar shall be shown to provide clear graphical comparison between planned and actual activities.
1.3 General / Other Requirements:
1. The contractor shall submit a Detailed Construction Schedule and proposed Progress Measurement System including plan data with in or not later than specified mobilization period.
2. Updated Construction Schedule & Progress Measurement System including actual data (as monthly progress report) on approved format shall be submitted by 25th of each month.
3. A soft copy of program and progress measurement system shall also be submitted along with each report.
4. Contractor shall maintain a full time site / project based competent Planning Engineer whose resume shall be prior approved by Consultant & ADWEA.
5. A proposed Planning Engineer may also need to appear for a test or interview to assess his suitability for project if it is required so.
Contractors Logo Consultants Logo
ABU DHABI WATER & ELECTRICITY AUTHORITY (ADWEA)
CONTRACT NO
PROJECT TITLECONTRACT NO.
MONTHLY REPORTREPORT NO.
Month - Year
SUBMITTED BY APPROVED BY
PROJECT MANAGER ADWEA REPRESENTATIVE
MAIN CONTRACTOR :
Progress Measurement System
Work Breakdown StructureATTACHMENT-A
Project
100%
Home OfficeServices
10%
Procurement / Delivery
50% - 60%
Construction / Installation30% - 40%
Design andDrawings
Submittals and Approvals
60%
Sub Contractors / Vendors / Suppliers
Submittals andApprovals
10%
Material Submittals
and Approvals30%
Submitted Reviewed Submitted Reviewed Submitted Approved
5% 55% 65% 70% 75% 80% 85% 90% 100%
Substation:Equipment Layout
1 PLAN
FORECAST
ACTUAL
2 PLAN
FORECAST
ACTUAL
3 PLAN
FORECAST
ACTUAL
4 PLAN
FORECAST
ACTUAL
5 PLAN
FORECAST
ACTUAL
6 PLAN
FORECAST
ACTUAL
7 PLAN
FORECAST
ACTUAL
8 PLAN
FORECAST
ACTUAL
9 PLAN
FORECAST
ACTUAL
10 PLAN
FORECAST
ACTUAL
TOTAL 0 0% 0 0%
Contract No.
ENGINEERING DELIVERABLE REGISTER
Draft Complete
S. No.
Earned Man-hours
Issue - 1 Issue - 2 Weighted Progress %
Weightage %
Contract Title
Cut off Date
Drawing/ Document
Number
Activity Progress %StartDescription Budgeted
Man-hours SCH Final Issue (IFC)
Issue - 3
Submission / Review Status
Total Achieved :
Contractors Logo Consultants LogoB-ATTACHMENT
10% 30% 50% 80% 100%
1 10.00% PLANFORECASTACTUAL
2 10.00% PLANFORECASTACTUAL
3 10.00% PLANFORECASTACTUAL
4 10.00% PLANFORECASTACTUAL
5 10.00% PLANFORECASTACTUAL
6 10.00% PLANFORECASTACTUAL
7 10.00% PLANFORECASTACTUAL
8 10.00% PLANFORECASTACTUAL
9 10.00% PLANFORECASTACTUAL
10 10.00% PLANFORECASTACTUAL
TOTAL 100.00% 0.00%
Contract TitleContract No.
Sch. Submit to ADWEA for Approval
Prepare MR/PR
Weighted Progress % Remarks
MATERIALS SUBMITTAL / APPROVAL SCHEDULE
Description Receive ADWEA Approval
Cut off Date
Sl. No.
Weightage Factor %
Float Enquiry & Receive
Offer
Complete Tech. Evaluation &
Submit to Consultants
Material Submittal Ref.#
Activity Progress
%
Contractors Logo
Consultants Logo C-ATTACHMENT
SUBCONTRACTORS 20% 25% 80% 90% 100%
1 PLAN
FORECAST
ACTUAL
2 PLAN
FORECAST
ACTUAL
3 PLAN
FORECAST
ACTUAL
4 PLAN
FORECAST
ACTUAL
5 PLAN
FORECAST
ACTUAL
6 PLAN
FORECAST
ACTUAL
7 PLAN
FORECAST
ACTUAL
8 PLAN
FORECAST
ACTUAL
9 PLAN
FORECAST
ACTUAL
10 PLAN
FORECAST
ACTUAL
0 0.00% 0 0.00%
SUB CONTRACTORS SUBMITTAL / APPROVAL SCHEDULE
Sch. Budgeted Man-Hours
Weightage %
Activity Progress %
Sl. No.
Contract No.Contract Title
Submittal Ref.# Description Earned Man-
HoursIssue RFQ
for Bids RemarksAward Sub Contrator P.O Issued
Compl. Evaluation &
Submit to Consultants
Receive ADWEA
Approval
Cut off Date
Receive Bids
Name of S/C
Finalise Bidder List
Weightage Achieved
TOTAL
Contractors Logo
Consultants Logo D-ATTACHMENT
CIVIL MATERIALS 10% 30% 50% 90% 100%
1 PLAN
FORECAST
ACTUAL
2 PLAN
FORECAST
ACTUAL
3 PLAN
FORECAST
ACTUAL
4 PLAN
FORECAST
ACTUAL
5 PLAN
FORECAST
ACTUAL
6 PLAN
FORECAST
ACTUAL
7 PLAN
FORECAST
ACTUAL
8 PLAN
FORECAST
ACTUAL
9 PLAN
FORECAST
ACTUAL
10 PLAN
FORECAST
ACTUAL
TOTAL 0.00% 0.00%
Start Material Delivery at Site
Start Material Despatch / Shipment
Material Delivery Ref.#
Cut off Date
Sl. No.
Start Fabrication / ManufacturingName of VendorSch.
Contract TitleContract No.
Description
MANUFACTURING & DELIVERY STATUS REGISTER
Assigned Weightage %
Activity Progress %
Weighted Progress % RemarksPurchase Order
Issued Complete
Delivery at Site
Contractors Logo Consultants Logo
E-ATTACHMENT
Activity ID Activity description Budgeted Quantity (MH)
Individual Weight Factor
Previous Month % complete
This Month % Complete
Cumm. Percent Planned
Cumm. Percent Actual
Complete
Earned Progress
Progress Variance (%Actual-
%Planned)0.00%
0.00 0.00% 0.00%
CONSTRUCTION & COMMISSIONING
Cut off Date
Contract No.Contract TitleContractors
LogoConsultants
Logo
F-ATTACHMENT
1 of1
Contract No.Contract Title
OVERALL PROGRESS 'S' - CURVE
Cut off Date
40%
50%
60%
70%
80%
90%
100%
PRO
GR
ESS
Contractors Logo Consultants LogoG-ATTACHMENT
MONTHS Jul-07 Aug-07 Sep-07 Oct-07 Nov-07 Dec-07 Jan-08 Feb-08 Mar-08 Apr-08 May-08 Jun-08 Jul-08 Aug-08 Sep-08 Oct-08 Nov-08 Dec-08
Cummulative Planned 0.48% 2.52% 4.53% 8.54% 11.25% 16.53% 22.46% 28.68% 38.33% 47.68% 58.93% 68.32% 78.54% 86.78% 91.30% 96.33% 98.65% 100.00%
Cummulative Actual 0.69% 2.32% 3.53% 6.66% 8.69% 12.15% 15.77%
0%
10%
20%
30%
Jul-07 Aug-07 Sep-07 Oct-07 Nov-07 Dec-07 Jan-08 Feb-08 Mar-08 Apr-08 May-08 Jun-08 Jul-08 Aug-08 Sep-08 Oct-08 Nov-08 Dec-08
MONTHS
Cummulative Planned Cummulative Actual
Level-1 Level-2 Level-3 Level-4
1 Home Office Services 10%
1.1 Engineering & Design 60%
1.1.1 XYX by Contractor Man-Hours
1.1.2 XYX by Contractor Man-Hours
1.2 Material Approval 30%
1.2.1 XYX by Contractor Man-Hours
1.2.2 XYX by Contractor Man-Hours
1.3 Sub Contractors/Suppliers/Vendors 10%
1.3.1 XYX by C Man-Hours
Progress Measurement System(Proposed WBS)
S. No. Activity DescriptionWBS Basis of
Measurement of Weightages
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Consultants Logo
H-ATTACHMENT
1.3.1 XYX Contractor Man Hours
1.3.2 XYX by Contractor Man-Hours
2 Procurement & Delivery 50%
2.1 Long Lead Items 100% by Contractor Cost
3 Construction 40%
3.1 Construction Activities 90%
XYX by Contractor Man-Hours
XYX by Contractor Man-Hours
XYX by Contractor Man-Hours
3.2 Pre-Commissioning & As Built 10%
XYX by Contractor Man-Hours
XYX by Contractor Man-Hours
Plan Actual Plan Actual Plan Actual
100.00%
2.1 10%
2.1.1 60.00%
2.1.2 30.00%
2.1.3 10.00%
2.2 50%
2.2.1 40.00%
2.2.2 60.00%
2.3 40%
2.3.1 Sub Station 35.00%
2.3.2 33/11 KV Cables Laying 25.00%
2.3.3 Package Unit 18.00%
2.3.4 Over Head Lines 20.00%
2.3.5 Commissioning and PAC 2.00%
MONTHLY PROGRESS REPORT
Overall
This Month ProgressWeightage
Home Office Services
Contract No.Contract Title
Variance Remarks
Cummulative ProgressDescriptionS. No.
Previous Month Progress
Cut off Date
Design & Drawings Approval
Bulk Items
Construction & Commissioning
Materials Approval
Sub Contractors Approval
Procurement & Delivery
Long Lead Items
Contractors Logo Consultants Logo I-ATTACHMENT