2. Alberto Sanchez
BEng, MsCLog, MIntBus, GradCertEnSt
Alberto has over 20 years of experience delivering capital
projects with values from $100 million to over $10 billion in
Asia‐Pacific, Middle East, Europe and Central Asia and Latin
America in the private and public sector. He has worked
across different industries including oil and gas, chemicals,
utilities and infrastructure throughout all project phases
(feasibility studies through to commissioning) as project
controls manager, head of project controls, planning manager
and head of capital projects for international oil companies,
E&C contractors and consulting firms
2
Alberto holds a bachelor degree in civil engineering, master degree in logistics
and operations, master degree in business and postgraduate in energy studies
from recognised Australian universities. He is often requested as a keynote
speaker at major companies and industry conferences worldwide on
planning/scheduling, risk management and modular construction.
He is always interested in hearing from former colleagues, clients, or just
interesting folk, so feel free to contact him
3. Contents
• Part 1: The Planning Process
• Common planning problems
• The planning and scheduling process
• The schedule basis
• Productivity rates and construction durations
• Resource loaded schedules and resource leveling
• Some factors impacting the baseline schedule
• Part 2: Schedule Assurance Review
• Schedule quality review
• Schedule risk review
• Schedule benchmark review
• Conclusion 3
Prepared by A. Sanchez
4. Common planning problems
Pre‐Award Post‐Award
Bid / No‐Bid Phase Bid Phase Initiation Phase Execution Phase
• Schedule benchmark is not
applicable or incorrect
(e.g. different country)
• Proposal schedule is
developed without clear
execution strategies
• Proposal schedule does
not fully reflect the project
scope
• Failure to develop
unbiased proposal
schedules (over optimistic
schedule)
• Proposal schedule is
developed by
planners/schedulers with
limited experience
• Durations are estimated
without key info such as
quantities, local content,
construction methods, etc.
• Lack of centralised
database with productivity
rates and project historical
data
• Poor identification and
quantification of schedule
risks and opportunities
during the proposal
schedule development
• Baseline schedule does not
reflect the final negotiated
scope
• Poor identification and
quantification of schedule
risks and opportunities
during the baseline
schedule development
• Baseline schedule is
developed by
planners/schedulers with
limited experience
• Difficulties to transfer
schedule liabilities to
subcontractors and
suppliers
• Lack of knowledge and/or
understanding of
contractual obligations
• Delay in payment
milestones leading to
negative project cash flows
• Extra costs to avoid
schedule penalties (e.g.
overtime, additional
workforces, extra
supervision, etc.)
• Difficulties to demonstrate
valid extension of time
claims to clients
• Lack of centralised
database with productivity
rates and project historical
data
Prepared by A. Sanchez
4
9. The schedule basis (2 of 3)
• Interfaces with local communities and regulatory bodies – e.g. traffic
and local roads, noise levels, etc.
• Working calendars – e.g. 6‐day calendar, 7‐day calendar, crew calendars,
weather calendars, rotation calendars, public holidays
• Construction methods and procedures – e.g. modular components, stick‐
built or traditional, prefabricated elements, pre‐cast concrete
• Special construction equipment requirements – e.g. heavy‐lift cranes,
barges, pipelayer, concrete batch plant, etc.
• Expected productivity rates (NORMs)
• Labor requirements – e.g. local content laws, labor union requirements
• Labor availability and possible overtime, rosters
• Construction subcontract arrangements
• Establish construction camp, material laydown area and storage
facilities
• Completion of approved drawings and design documents for
construction
Prepared by A. Sanchez
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10. The schedule basis (3 of 3)
• Material and equipment deliveries
• Manufacturer or supplier scope – e.g. on‐site assembly, transportation,
preservation and storage, supervision, site testing
• Fabrication shop versus field fabrication
• Safety requirements – e.g. confined spaces
• Protection of completed work(s)
• Client requirements – e.g. hold points and key inspection dates
• Others
Prepared by A. Sanchez
10
27. Some factors impacting the
baseline schedule
Prepared by A. Sanchez
27
CONSTRUCTION ISSUES
1 Location of facility / access to site
2 Weather issues (cold or hot climate, weather windows)
3 Expected productivity of workforce
4 Labor requirements (local content, union, etc.)
5 Labor availability and possible overtime, rosters
6 Establish camp, temporary facilities, site fabrication facilities, laydown areas
7 Location of quarry / concrete batch plant
8 Location of borrow pits
9 Required construction permits
10 Construction method(s)
11 Special safety issues
12 Protection of the completed work
28. Contents
• The Planning Process
• Common planning mistakes
• The planning and scheduling process
• The construction plan
• Productivity rates and construction durations
• Resource loaded schedules and resource leveling
• Some factors impacting the baseline schedule
• Schedule Assurance Review
• Schedule quality review
• Schedule risk review
• Schedule benchmark review
• Conclusion 28
Prepared by A. Sanchez