Project Management. Section Six: Turnover Process

Transcription

1 Project Management Section Six: Turnover Process 1

2 Performance Objectives 1. Define turnover 2. Implement steps necessary for smooth turnover 3. Use a checklist to facilitate a turnover meeting for a new project 4. Ask your management to explain any important information about the project that is not documented in the contract Section 6: Turnover Process 2 2

3 Turnover Readiness Turnover is a handoff process that involves the transfer of information from those who sold the job to those who will build the job. What is the purpose behind a smooth turnover? Section 6: Turnover Process 3 3

4 Elements of a Turnover The following is a laundry list of categories or elements to consider as you create or modify your own list for a particular project. Job Status Safety Internal Hazards Contracts Drawings and Procedures QA/QC Shop Work Field Fabrication Construction Labor Staffing Invoicing Subcontractors Miscellaneous Review of Estimate Section 6: Turnover Process 4 4

5 Organization and Staffing Positions identified Positions filled by name Release dates confirmed Train organization/expectations Section 6: Turnover Process 5 5

6 Safety and Security Site safety plan Training & orientation PPE requirements First-aid facilities Safety incentive program Site security Section 6: Turnover Process 6 6

7 Safety Check Refer to Appendix 6.1 Turnover Checklist For the turnover meeting, which of the topics in the Turnover Checklist would be most important - to you? - to your company? - to the customer? - to the project? Section 6: Turnover Process 7 7

8 Logistics Long lead Expenses Trailers Port-A-Potties Lay-down areas Vendor readiness Procurement procedures Storehouse manning Daily Huddle area Equipment storage Section 6: Turnover Process 8 This is similar to what a military Quartermaster does. You ve heard how an army marches on its stomach. Jobs get built with the materials made available. If you don t have the right stuff, the wrong stuff will be used! 8

9 Contracts Project contracting plan National contracts Local contracts Performance incentives communicated Scopes reviewed Jurisdictional issues Pre-job or project kickoff meeting Section 6: Turnover Process 9 For the purpose of the turnover meeting, we need to have an understanding of the contract plan, what national and local contracts applied, whether we need to contractually address performance incentives, and if we need to do a scope review. Your turnover process needs to be structured to give adequate time to properly address these points. 9

10 Project Controls Scope Development Maintenance scopes (change management) Project scopes Scope Control Scope growth process Approval and documentation Section 6: Turnover Process 10 A change order is any change to the scope of work described in the contract or contract documents. Project Managers are ultimately accountable for all changes to the work; both technically and financially. Change orders will be addressed in greater detail later in this course. 10

11 Scope Optimization Optimization Review Maintenance scopes Project scopes Section 6: Turnover Process 11 Scope optimization is a clear understanding of where the contractual scope of work ends and maintenance scope begins (or vice versa). In many situations, it may be optimal to combine maintenance scope with contractual scope, i.e., in the event of a need to tie in the new work to the old. 11

12 Operations Equipment cooling Process (hot) fluid flow Safety/Environmental reviews Procedure status Operator training/documentation Review of hazardous conditions/materials (HAZOPS/HAZMATS) Section 6: Turnover Process 12 Before we can do the work, you have to establish safe working conditions. Safety/environmental reviews: Any unique site conditions as it pertains to environmental impact, e.g., spill control or safety (see Section 8). Procedure status: What procedures do we need, which are being developed, and what procedures have been approved? Operator training: What operator training is required, what documents are needed to verify training (the training required for this specific job). HAZOPS/HAZMATS: Has a HAZOPS report been completed and reviewed and signed off by site safety? Do you have all the Material Safety Data Sheets? Where are they filed? What is the process for managing new hazardous materials when they come on site? 12

13 Lightning Round Refer to Appendix 6.2 Project Information Handbook Assume that you ve completed the turnover process from those who sold the job. Now what should YOU do with the information? Section 6: Turnover Process 13 13

14 Case Study Refer to Appendix 6.3 Case Study Individually, identify the information that is necessary in order for you to start this project. What are the questions you will need to ask of the Construction Manager in order to gather this information? Present your response to the entire class Section 6: Turnover Process 14 14

15 Summary Define turnover Implement steps necessary for smooth turnover Use a checklist to facilitate a turnover meeting for a new project Ask your management to explain any important information about the project that is not documented in the contract Section 6: Turnover Process 15 15

16 Lessons Learned Project Management International Union of Painters and Allied Trades Finishing Contractors Association Lessons Learned Log Take five minutes to complete the material for this section in the Lessons Learned Log. Section 6: Turnover Process 16 16