CONSTRUCTION EXECUTION PLAN CHECKLIST

Project Description:
Project Name: Project Number: Project Location:

Critical Category Applies Action Require Completed Critical Category Applies Action Require Completed Critical Category Applies
Level By d Level By d Level
Date Date

1. INFORMATION 2. PEOPLE 3. WORK ENVIRONMENT

A. CONTRACT REVIEW (Commercial Terms/Management) A. ORGANIZATION PLAN A. HEALTH, SAFETY & ENVIRONMENTAL PROGRAM
● Commercial Terms ● Role Definition ● Site Specific Health and Safety Program
● Insurance/Bonding ● Organization Charts ● Orientation
● W CB Clearance ● Owner Review COAA Best Practices and CSTS Training @
● Type of Contract & Contract Structure ● Engineer ● MSDS
Review COAA Contracts Library page @ http://contract ● Contractor ● Health, Safety and Environmental Responsibilities
EPCM ● Interface Plan ● Hazard Assessment
Lump Sum Key Suppliers/Vendors Listing Review COAA Field Level Risk Assessment Tools @
Target Price / Reimbursable Tagged Equipment Vendors ● Safe W ork Practices and Job Procedures
Unit Price Bulks Materials Vendors ● Rules / Disciplinary Action
Cost Plus Fixed Fee ● Drug / Alcohol Program
Cost Plus (Reimbursable) Pre-Access Testing
Reimbursable with Incentives B. LOCAL CONTENT PLAN ● Personal Protective Equipment
▼ Signed Contract including Review/Verification ▼ Local Community ▼ Maintenance Program
▼ W arranties & Guarantees ▼ Aboriginal Content Plan ▼ Training
▼ Penalties/Rewards ▼ Inspections
▼ Milestones ▼ Investigations
Delay Notice C. HUMAN RESOURCES PLAN ▼ W orker Health
Invoicing Requirements / Signing Authority ● Staffing (Includes Manpower Forecast) ▼ Emergency Response Plan
Owners Cost Coding Structure Change Management Strategy ▼ Environmental Protection
Change Management ● Trades (Includes Manpower Forecast) ▼ Security
Signing Authority Review COAA Manpower Forecast @ www.COAA.ab.ca ▼ Subcontractor Management
● Technical Terms Review ● Orientation ▼ Modified W ork Program
● Permits / License ● Shift Plan (Work Week and Schedule) ▼ Project Specific Safety Program
● IFC Drawings ▼ Mentoring ▼ Vehicle Safety and Safe Driving Program
Latest Revisions Review COAA Mentoring Program @ www.COAA.ab.ca ▼ Safety Recognition Program -Awards and Incentives
Delivery Schedule / Milestones for Delivery ▼ Labour Relations Plan ▼ Records and Statistics
● IFC Specifications Mixed Site ▼ Corporate Site Audit
Latest Revisions Open Site ▼ Glossary of Terms
Delivery Schedule / Milestones for Delivery Closed Site ▼ Site Specific Environmental Program
▼ General Execution Plan Overview ▼ Skilled Trades, Technical, and Staff Recruiting Plan ▼ Loss Control
W ho supplies what Team Building - Internal (Group Specific) / External (Overal ▼ Overall Site Security
Project General Contractor and Subcontractors Training ▼ Values and Beliefs - Mission Statement
Other Onsite Contractors Supervisory Training Plan
▼ Turnover Requirements (including Documentation) Apprentice Utilization
System definition for turnover & Commissioning Review COAA Effective Use of Apprentices Library @ www B. QA/QC PLAN
▼ Scope Definition Retention Plan ● Site Specific ITP
Integration and Use of Foreign Workers ● Responsibility Matrix
● Material QA/QC Control
B. PROJECT CONTROLS ● Operations QA/QC Interface
● Cost Control and Administration D. COMMUNICATION & REPORTING PLAN (Communicating Down vs. Info Communicating Up) ● Owner QA/QC Interface
● Workface Planning ● Communication Matrix ▼ Testing Procedure (Isolation)
● Schedule ● Safety Communication ▼ Third Party Test & Inspection Surveys
Resourced and Levelled Safety Performance Feedback Plan ▼ Source Inspection Plan for Vendors, Fabricators, Major
● Document Control Provisions for Safety Stand downs ▼ Certifications Audit program
Document Distribution Matrix ● Legislative Requirements / Changes W elder Certifications
▼ Estimate ▼ Plant Operation Changes Contractor Certifications
▼ Work Breakdown Structure Plant Emergency, N/A for Greenfield Vendor Certifications
▼ Productivity Control System ▼ Community Interface Engineer Certifications
Signing Authority Matrix Community Disaster/Emergency Plan QA/QC Conflict Resolution Process
Invoicing
Charges
Labour Mob/Demob E. RISK ASSESSMENT AND MITIGATION PLAN C. OFF SITE
Materials Purchase ● Transportation Issues ● Fabrication Plan
Construction Equipment Mob/Demob Offsite W orker Transportation Safety Precast Concrete
Sample Signature Record (employee number) ● Camp vs. LOA Piping
Shop Drawing Review ● Workforce Management Structural Steel
Project Control Systems Integration Plan (Owner/Engineer/ ● Labour Supply vs. Manpower Forecast Equipment
● Labour Quality Rebar
● Concurrent and Conflicting Projects (Coordination Between Pre Engineered Buildings
C. PROJECT WIDE INTEGRATION PLAN ● Labour Relations Plan Formwork
▼ Operations and Maintenance Interface Plan ▼ Mixed Site ● Modularization Plan
▼ Other Contractors ▼ W orkforce Age ▼ Constructability
Size of Silos or Work Packages ▼ Shift Plan / Sequencing of Time Off/Start_Stop Time Piperack Modules
Conflicting Projects Changes in Key Personnel Equipment Modules
Precommissioning and Turnover ▼ Motivation / Incentives Structural Steel Modules
Turnaround and Shutdown Plan Interface
Size
Sequencing Plan
D. CHANGE MANAGEMENT (includes Change Orders) Facility Layout / Staging
Change Management ● Trafficking & Logistics & Transportation
Dispute Resolution ▼ Module transport Study
Delay of Contract (Impacts) Philosophy
Rework Plan
Metrics Definition Typical Loading Configuration
Measurement and Trending Plan Security
Reporting Plan Bussing
Review COAA Rework Tools @ http://rework.coaa.ab.ca/lib Brassing
Pedestrian Plan
Specialized/Heavy Transport
E. REPORTING Road Bans
Reporting Requirements (Contractual / Client) (Reporting U Bridge Load Limits
Turnover & Commissioning (Documentation Plan) ● Subcontract Plan
Regular Construction Progress Reports
Regular Construction Cost Reports
Safety Performance Reporting/Tracking Plan D. ON SITE
Quality Control Reporting Plan ● Construction Methodology
Productivity Reporting Plan ▼ Site Infrastructure
Schedule Reporting Plan General Overview
Daily W ork Plan / Progress Reports / Look Ahead Office Trailers/Dry rooms/Lunch rooms
Manpower Reporting & Tracking Plan W ashrooms
Local Content Reporting & Tracking Plan ▼ Site Communication Plan
Cost Reporting Plan Phones/Fax
Daily/Weekly/Monthly Reporting Plan Radios
Report Distribution Matrix ▼ Safety/First Aid/Medical Facilities
Brass in/Brass Out Facilities
Temporary Power
F. RISK CONFIRMATION ASSESSMENT AND MITIGATION PLAN Temporary W ater/Sewer
Safety & Environmental Gas/Heating
OH&S Order Fire Protection/Emergency Response Facilities
Fatality ▼ Permit Requirements
EH&S events Daily Hot W ork Permitting
Quality ▼ Site Traffic Plan
PRRT Assessment and Review at Critical Project Phases @ ▼ Site Roads and Access
Estimate Review Vehicles and Parking
Project Execution/Mitigation Review ▼ Site Trafficking & Logistics & Transportation
Schedule Review Security, Bussing, Brassing, & Pedestrian Plan
Allowances/Contingencies W aste Disposal Plan
Risk Transfer or Assumption Constructability Reviews
Dispute resolution breakdown Cranes & Heavy Lift Strategies
Other Significant Risks Review of COAA Best Practices @ http://safety.coa
Significant Change in Design Rigging Studies
Significant change in Market Forces - Commodity price dro W indow Limitations
Major Delivery problem - i.e.. ship sinks with key equipment Access Restrictions
General Labour Issues Testing – Pneumatic/Hydrotesting
Changes in government legislation Concrete Pour Plan
Terrorism and Security Risks Formwork Plan
Breach of contract Shoring Plan
Bankruptcy False work
W eather related events - flood, fire etc Trenching
Significant Productivity Loss Subcontract Plan
Reduced owner cash flow General Overview
Global event IT Plan Information/Computers
Significant Forecasted Cost Overruns Seasonal W ork Plan
Pre-Commissioning Scaffolding
Commissioning Laydown Plan/Assembly Yards
Start-Up Outside Fabrication Area
Overall W arehousing Plan
Size & Location
Heated vs. Cold Storage
Size & Number of Racks, Shelves & Bins
Fuel
Fencing/Barricades/Secured Areas

E. RISK ASSESSMENTS
▼ Work Outages
▼ Plant Outages
▼ Evacuations
▼ Permitting Risks
▼ Evaluation Plan / Muster Points
▼ Work Stoppages
Funding Shortages

CRITICAL FLAG ELEMENTS GLOSSARY DBM Design Basis Memorandum QA/QC

ENSURE THESE ELEMENTS ARE PROPERLY ADDRESSED PRIOR EHT Electrical Heat Tracing Major Schedule Change or Delay
TO PROCEEDING WITH CONSTRUCTION
FAT Field Acceptance Test Safety
● RECOMMEND NOT PROCEEDING UNTIL FEED Front End Engineering Design
Environment
COMPLETED / IN PLACE GA General Arrangement
▼ IF NOT COMPLETED / IN PLACE - PROCEEDING HAZOP Hazardous Operation analysis ▼ Force Majeure Type Items
SHOULD BE DONE WITH CAUTION HVAC Heating, Ventilation, Air Conditioning W eather
IFC Issued For Construction
THESE FLAGS ARE BASED ON THE FOLLOWING IDEAL CASE ASSUMPTIONS IFD Issued For Design IFQ Issued For Quotation IFR Issued For Review Labour Strikes / Pickets
IDEAL CASE ASSUMPTIONS ISO Isometric WAR / FAM
LDT Line Designation Table
Terrorism
CONTRACT AWARDED MDMT Minimum Design Metal Temperature SCOPE DEFINED MSD
Material Selection Diagram SCHEDULE DEFINED MTO Material Take Off ▼ Off Tool Time
IFC DRAWINGS RECEIVED NDE Non Destructive Examination ▼ Drug & Alcohol Testing
IFC SPECIFICATIONS RECEIVED P&ID Process & Instrumentation Diagram Owner Orientation Requirements
WORK BY OTHERS IDENTIFIED PFD Process Flow Diagram
House Keeping Requirements
SITE INFRASTRUCTURE DEFINED PRRT Project Rework Reduction Tool LOCATION - GREEN FIELD RATHER THAN BROWN FIELD SIL Safety,
integrity level ENVIRONMENTAL REQUIREMENTS PROVIDED SOC Supplier of Choice CSTS Training
FUNDING IN PLACE UFD Utility Flow Diagram H2S Alive Training
PROJECT PERMITS IN PLACE VIP Value Improving Practices
Task Specific Training
PROJECT CONTRACTS AND AUTHORIZATION FOR SIGNING WBS Work Breakdown Structure
W elder Testing
Safety Incident Investigation Schedules
Meeting
Tailgate
Union Info Meetings
Safety Meetings
▼ Subcontract Risks
Owner’s Site Culture
Unforeseen Conditions - Geotechnical Issues - Poor So
Public Untrust
Plant Upset
Change in Government Legislation
 Action Require Completed Critical Category Applies Actio Require Completed
By d Level n d
Date By Date

4. EQUIPMENT & MATERIALS

GRAM A. CONSTRUCTION EQUIPMENT & TOOLS & CONSUMABLES
● Construction Equipment Requirements
● Availability of All Equipment
▼ Establish Equipment Control Log
▼ Procurement Strategy for Cranes and Rigging
▼ Seasonal Equipment requirements
▼ Sequencing
▼ Site Inspection & Maintenance Plan
▼ Mobilization / Demobilization Logistics
Procurement Strategy for Specialized Equipment
Plan of Equipment Requirements and Utilization including Type,
Resource Levelling (Overall Site Considerations)
Rental Equipment Agreements
Purchase / Residual
Lease to Purchase
Rental
Hourly vs. W eekly vs. Monthly
W et vs. Dry
Operated vs. Bare Rental
Equipment Certifications (Cranes, Lifting Equip, Testing Equip)
Internal Equipment Availability and Supply
● Personal Protective Equipment (PPE)
● Definition of Personal Protective Equipment
● Supply & Distribution
● Cleaning & Maintenance Plan
● Inspection & Replacement Plan
● Confined Space Supplied Air Consideration (Bottled Air) Supply
▼ Storage
Small Tools
Definition of Small Tools
Tool Loss Control Plan
Tool Crib Strategy / Location
Proximity to W ork Face
Supply Strategy (Own vs. Lease vs. 3rd Party Supply)
Quantity Requirements & Type Assessment
Small Tool List
Tool Inspection, Repair and Re-certification Program
Mobilization & Demobilization Logistics
Consumables
Definition of Consumables
Supply & Control Plan
Storage & Distribution Plan
Special Storage Requirements
Quantity Requirements & Type Assessment

B. MAJOR EQUIPMENT & TAGGED ITEMS

● Procurement & Expediting Responsibility Matrix
▼ Logistics vs. Space on Site
▼ Preservation and Preventative Maintenance Plan
▼ Sequencing
▼ Warehousing & Control
▼ Inspection Requirements and Plan (Including at-source and ons
Receiving / Offloading Procedure
Schedule & Mitigation Plan for Change
Final Certified Weights for Rigging
Ancillary Shipment Verification
Shipping Notification & Correct Instructions
Operating Spares (Storage)
Vendor Rep Requirements & Schedule
First Fill Responsibility – Supply
First Fill Responsibility – Installation
Special Equipment Preparation Requirements
Pickling
Flushing
Bearing Grease Removal
Cleaning
PSV & Control Valves
Testing & Requirements
Bench Testing Instruments
Transfer of Vendor Data / Vendor Drawings
Equipment Certification ( i.e.. CSA Certifications, etc.)

C. MATERIALS PROCUREMENT
▼ Bulks (Piping / Electrical/EHT/Insulation)
▼ Procurement Responsibility Matrix
▼ Storage & Distribution
▼ Care & Control (Material Tracking)
▼ Expediting / Statusing / Reporting
▼ Preservation
▼ Supply Chain Management Plan
▼ Required on-site Dates
Project Specific Definitions
Shorts Procurement Procedure Matrix
Definition
Distribution to W orkface Plan
Surplus Management
Order Release Timing
Preferred Supplier List
Receiving Procedures & Inspections
Process for Deviation from Preferred Supplier List
Receiving Procedures & Inspections
▼ Concrete, Civil & Structural Material
▼ Procurement Responsibility Matrix
▼ Storage & Distribution
▼ Availability & Distance of Clay / Granular Materials
▼ Formwork Procurement / Rent / Build
▼ Receiving Procedures & Inspections
▼ Seasonal Considerations
▼ Rebar Supply / Fabrication / Control
▼ Structural Steel Supply / Fabrication / Control
Local Concrete / Asphalt availability vs. Batch Plant
Local Stock Piling

D. MATERIALS MANAGEMENT
▼ Responsibility Matrix
▼ Receiving Procedures
▼ Storage and Laydown (Inside / Outside)
▼ Distribution
Inventory Control System
Documentation
Surplus Management and Final Disposition
E. RISK ASSESSMENT
▼ Major Equipment/Tagged Items
▼ Late Ordering and Delayed Delivery
Over, Short, Damage Risks
Proper Documentation
Supplier/Fabricator's Risk
Material Procurement
Construction Equipment
Age and reliability
Availability
Delivery Logistics
Loss Control/Mitigation
Material Management Risks
General Risk Assessment
Concrete, Civil, Structural Risks
Material Procurement Risks
Bulks
Availability
Supplier/Fabricator's risk
Late Ordering and Delayed Delivery
Over, Short, Damage Risks
Improper Documentation
Supply Chain Management System Risks
Shorts
Procedural Risk Management