development through partnership

1. development through partnership Infrastructure Delivery Management Toolkit: 2010 Edition Delivery Process 2: Project Management

2. development through partnership Contents of this presentation • Context within the Toolkit • Introduction to Project Management • Process map • Contracting Strategies • Project phases

4. Introduction to Project Implementation (1) Traditional Project Management Approach: Based on Sequential Logic & approval of phase deliverables before commencing with subsequent phase • Initiate • Plan • Design (if required) • Execute • Close

5. Introduction to Project Implementation(2) Project Sequential Logic • Initiate in Portfolio Planning phase: aimed at effectiveness, i.e. doing the right things Goal: Approval of Budget: Authorisation to spend Implementation: • Plan • Design (if required) • Execute • Close

6. Process map

7. Contracting strategies Summary of Contracting Strategies: • Design by Employer • Management Contract • Design and Construct • Develop and Construct The preferred Contracting Strategy will result in the Insertion of the Procurement Phase(s) at different points in project life span

8. Contracting strategies

9. Public Sector Project Management Methodology for Packages with no Design Inputs

10. Public Sector Project Management Methodology for Management Contract Strategy

11. Public Sector Project Management Methodology for Design and Construct (D&C) Packages

12. Public Sector Project Management Methodology for Develop and Construct (Dev&C) Packages

13. Public Sector Project Management Methodology for Design by Employer Packages

14. Project phases Project Implementation Phases: • Planning • Design • Works • Close Out Procurement Phases? Subject to Contracting Strategy

15. Project phases Project Phasing with Sub Phases: • Planning • Package Preparation • Package Definition • Works Planning • Design • Concept Design • Detail design & Specification • Manufacturing, Fabrication, Construction Information • Works • Construct/Deliver Works the Works • Handover of the Works • Close Out • Project Close Out • Post Project Evaluation

16. Project phases Project Phasing with Sub Phases and Gates: • Planning • Package Preparation - Gate 3 – Accepted PEP v1 (Strategic Brief) • Package Definition - Gate 4 PEP v2 (Concept Report) • Works Planning • Design • Concept Design - Gate 5 Accepted PEP v3 (Design Development Report) • Detail design & Specification - Gate 6a Accepted PEP v 4 (Production Information) • Manufacturing, Fabrication, Construction Information – Gate 6b - Accepted Manufacture, Fabrication & Construction information • Works • Construct/Deliver Works the Works - Gate 7 – Accepted PEP 5 - works in accordance with requirements • Handover of the Works - Gate 8 – Works taken over by User, complete with record information • Close Out • Project Close Out • Post Project Evaluation

17. Project phases Project Phasing/Objectives/Deliverables: Phase 1: Planning • Phase 1.1: Package Preparation (Defining the package objectives, business need, acceptance criteria and client priorities and aspirations; Confirming the scope of the package; Establishing the control budget; Developing a strategic brief ) Gate 3 – Accepted PEP v1 (Strategic Brief) Phase 1.2: Package Definition (Establishing the feasibility of satisfying the strategic brief; Investigating alternative solutions; Selecting the preferred design option; Determining the initial design criteria, design options and cost plan; Developing a concept report) Gate 4 PEP v2 (Concept Report) Phase 1.3: Works Planning (Preparing Project Execution Plan (PEP) for each project; Summarising of PEPs at programme level for each User Department) )

18. Project phases Project Phasing/Objectives/Deliverables: Phase 2: Design • Phase 2.1: Concept Design (Develop in detail theaccepted concept to finalise the design and definition criteria) Gate 5 Accepted PEP v3 (Design Development Report) Phase 2.2: Detail Design and Specification (Produce the final detailing, performance definition, specification, sizing and positioning of all systems and components enabling either construction (where the contractor is able to build directly from the information prepared) or the production of manufacturing and installation information for construction.) Gate 6a Accepted PEP v 4 (Production Information) Phase 2.3: Manufacture, fabrication and construction information (Client’s agents: Review the manufacture, fabrication and construction information prepared by others, based on the production information for design intent and conformance with scope of work.  Contractor: Produce the manufacture, fabrication and construction information based on the production information) Gate 6b - Accepted Manufacture, Fabrication & Construction information

19. Project phases Project Phasing/Objectives/Deliverables: Phase 3: Works • Phase 3.1: Construct/Deliver the Works (Provide temporary works Provide permanent works in accordance with the contract Manage risks associated with health and safety on the site Corrected notified defects which prevented the client or end user from using the works and others from doing their work) Gate 7 – Accepted PEP 5 - works in accordance with requirements Phase 3.2: Handover the Works (Correct all notified defects; Commission works and, if necessary, train end user staff in the operation of the works) Gate 8 – Works taken over by User, complete with record information

20. Project phases • Project Phasing/Objectives/Deliverables: • Phase 4: Close Out • Phase 4.1: Project Close Out • (Finalise and assemble record information and obtain outstanding statutory certificates • Project Audit) • Phase 4.2: Post Project Evaluation • (Conduct post-project review and capture data • Post Project Evaluation)

21. Conclusion and questions Thank you