1. Reuben
Gonzales Project
Controls
Framework October
2015
PROJECT
CONTROLS
Process Programing
Phase Design
Development
Phase Bid
Phase Construction
Phase Close-­‐out
Phase
Scope
&
Organization
Define
project
goals/performance
factors Faciltate
review
of
process
design Assist
in
SOW/Contract/Submittal
Review Update
Scope
Baselines
per
Change
Control Ensure
Validation/Commisioning
success
Define
project
scope
parameters
-­‐
Mech
Equipment
&
Data
Sheets
-­‐
Top
level
SOW
and
WBS -­‐
P
&
ID's Create
Enviro
for
teamwork
&
cooperationLead
team
coop.;
Affirm
performance
success Consolidate
project
documentation
-­‐
Electrical
Single
Lines
Clarify
Objectives
&
Design
Criteria -­‐
Drwgs
&
Functional
Specs Celebrate
success;
achievement
recognition
-­‐
Quality
critieria
Identify
stakeholders/requirements
-­‐
Org
Brkdwn
Structure;
Registry Establish
Team
Roles/Responsibilities
Establish
funding
plans
&
acct
codes Formalize
Design
Record
and
Doc
Control
Planning
Define
Project
Management
Plan Prepare
Proj
Phased
Execution
Plan Facilite
Estimate
refinement
(confidence) Facilitate
Resource
Allocation Coord.
Support
Planning
for
O&M
-­‐
Activities/Deliverables/Dependancies -­‐
Equipment
pricing
-­‐
Milestones/Exit
Criteria -­‐
Materials
&
Subcontractors
costs Facilitate
Issue
Resolution/Risk
Mitigation
-­‐
Communication
Protocol -­‐
Labor
Cost
&
Resources
cost
-­‐
Indirect
and
other
COS
factors Update
project
baselines
per
Change
Control
Establish
Project
Performance
Objectives
Prepare
detailed
Construction
Plan
Coord
prep
of
Validation/Commiss'g
plans -­‐
Work
Activities/Production
rates
-­‐
Construction
Quality,
Start-­‐up,
Testing -­‐
Resource
demands/schedules
-­‐
O&M
Training,
Support,
Documentation -­‐
Specified
trade/phased
budgets
(PVs)
-­‐
Committed
schedule
baseline
-­‐
Safety
Program
Established
Consolidate
preliminary
Estimates
-­‐
Activities,
Schedules,
Costs Establish
tracking/reporting
system
-­‐
Performance
factors/metrics,
sources
Identify
Risk
areas;
Risk
Register
Establish
Change
Control
process/team

2. Reuben
Gonzales Project
Controls
Framework October
2015
PROJECT
CONTROLS
Process Programing
Phase Design
Development
Phase Bid
Phase Construction
Phase Close-­‐out
Phase
Monitoring
Assess
Physical
Progress
(Qty,
%,
EV,)
Track-­‐Enforce
Schedule
Commitments
Monitor
Construction/Start-­‐up/TAB
Progress
Track
Quality,
Validation,
Commisioning
Results
Track
Actual
Expenditures,
Costs,
&
Cash
-­‐
Track
Staffing
&
Jobhour
data
-­‐
Material
&
Subcontractor
costs/changes
-­‐
Cash
Flows
Identify
Baseline
Deviations
(Trends)
Monitor
Risk
Areas
for
Hazard
Conditions
Identify
Project
Issues,
Changes
Analysis
Prepare
Risk
Analysis Analyze
resource
requirements Manage
Schedule
Float Debrief/Document
Lessons
Learned
Evaluate
schedule
and
float
using
CPM Determine
Performance
of
Work,
Trends Summarize
final
Project
Results
-­‐
Critical
Items
Identified/Impact
Assessment -­‐
Performance
Metrics
-­‐
Total
Actual
Costs,
Margins,
Profits
Forecast/
Analyze
Performance
Outcomes -­‐
Deviations
Explained
-­‐
Productivity,
Schedule,
Scope
growth
-­‐
Material,
Labor,
Overhead,
Contingency
Perform
Risk
Assessments
for
critical
items
Reporting
Communicate
schedule,
priorities Prepare
Project
Summary
Report
Status
&
Cost/Schedule
Performance
-­‐
Qty
-­‐Unit/Progress/Performance
Curves
Accomplishment
&
Milestones
Achieved
Escalations,
Actions
for
Critical
Items
Change
Control
Implement
Corrective
Action
-­‐
Lead
Review
&
Disposition
of
Requests
-­‐
Implement
Scope,
Cost,
Schedule
change
-­‐
Ensure
Project
Documentation
Updates