The document provides an overview of project management and technical consultancy services for transportation and railway projects. The services include: 1) project management using standards like PMBOK and PRINCE2; 2) feasibility studies; 3) design review and approval; 4) installation supervision; 5) factory acceptance testing; and 6) site testing and acceptance. The project management services cover integration, scope, time, cost, quality, communication, human resources, risk, and procurement management.

1. Project Management & Technical
Consultancy Services
Domain of application: Transportation, Railways
By Gabriel Nistorescu

2. Executive Summary
This presentation intends to gives an overview of the
‘Project Management and Technical Consultancy’
services offered during the project lifecycle:
1. Project Management (PMBOK, PRINCE2, ITIL V3);
2. Pre-feasibility and Feasibility studies;
3. Contract Requirements;
4. Design review and approval;
5. Installation supervision;
6. FAT, IFAT;
7. Site and System based T&C
8. System Validation, Acceptance, Homologation;
9. Post-completion supporting activities.

3. 1. Project Management
i. Integration Management
ii. Scope Management;
iii. Time Management;
iv. Cost Management;
v. Quality Management;
vi. Communication Management;
vii. HR Management;
viii. Risk Management;
ix. Procurement Management;

4. 1.1 – Integration Management
 Project Management Plan and subsidiaries;
 Project Procedures: Change Control, Material approval, Minutes of
meeting, Non-conformities, Audit, Quality Plan and Manual, Review
Contractor Project Documentation, Mission, Time Management etc.
 Configuration Management System;
 Change Control Committee (Dispute Adjudication Board);
 Contract Dispute Resolution;
 Project Management Information Systems e.g. Aconex, Sharepoint;
 Health & Safety Plan;
 Issue Register;
 Management Meetings;
 Project Database and Document Control;

5. 1.2 – Scope Management
 Work Breakdown Structure; Variation Instruction
 WBS Dictionary;
 Monitor and Control the
implementation of the contract
‘Technical’ and ‘General’
specifications;
 Prepare ‘Variation instruction’
to instruct the ‘Contractor’ for
additional works after obtaining
the ‘Employer’ approval;
 Produce and maintain ‘Variation
Instruction Registry’ and forms;
 Reduce the ‘Contractor’ scope
of works via ‘Notice To Claim’
to eliminate unnecessary or
out-of-date project
deliverables;

6. 1.3 – Time Management
 Prepare/Evaluate the Schedule of works
‘Consultant’ / ‘Contractor’
schedule of works;
 Resource calendars;
 Integrate new activities
generated by ‘Variation
instructions’ onto schedule of
works;
 Control of delays,
acceleration program;
 Software for planning:
Microsoft Project, Primavera
P6 (ongoing);

7. 1.4 – Cost Management
 Independent cost evaluation; Cost Estimation
 Cost control;
 Validate ‘Monthly Payment
Certificates’. Keep accurate
evidence of spending;
 Invoice for procurement of
equipment and external
services;
 Commercial evaluation of
additional works, ‘Notice to
Claim’, ‘Extension of Time’;
 Deduction of contractor costs
for unnecessary works via
NTC;
 Budget for own project works;
 Cost Benefit Analysis;
 Commercial meetings;

8. 1.5 – Quality Management
 Quality Plan; Non-Conformity
 Quality Manual;
 Quality Assurance;
 Quality Control;
 Audits;
 Clarification meetings;
 Equipment certification
testing;
 Implement ‘Quality
Management System’ using
dedicated software: Minitab
15 etc.

9. 1.6 – Communication Management
 Communication Management Project Monthly Report
Plan;
 Monthly, Trimestrial,
Semestrial and Annual
Reports;
 Minutes of Meeting, Meeting
Agenda, Attendance List;
 Presentations in ‘Power
Point’;
 Procedure for project
communication;

10. 1.7 – HR Management
 Evaluation of the ‘Consultant’ Project Chart
and ‘Contractor’ resources;
 Analyze of optimal organization
chart. Change of organization
structure: Functional, Matrix,
Projectized;
 Organization Chart;
 Post Description;
 Responsibility Matrix;
 Staff recruitment;
 Resource allocation plan;
 Key Performance Indicators;
 Team Building & Motivation;
 HR Procedures;

11. 1.8 – Risk Management
 Risk Management Procedure; Risk Register
 Risk Register;
 Risk Management Meetings;
 Brainstorming;
 Impact of the identified
project risks onto schedule,
cost, quality;
 Risk minimization;
 Internal and External Risks;
 Stakeholder Management;
 Risk management software
tools: Risk Matrix (MITRE).

12. 1.9 – Procurement Management
 Subcontractor ‘Contract Tender Evaluation
Requirements’, RFP;
 Seller conference, Q&A
session;
 Tender evaluation, selection
of subcontractor services;
 Supplier approval/appraisal;
 Equipment approval, Railway
Asset Register;
 Subcontractor management
during the project works;
 Performance monitoring;
 Contract disputes and close;
 Procurement schedule;

13. 2 – Pre-feasibility and Feasibility Studies
 ‘Transport Master Plan’, traffic Investment Methodology
simulation studies;
 Route alignment and profile;
 Investment methodology:
GRIP, PMBOK/EN 50126 etc.
 Scheme requirements,
Options identification and
selection;
 Project Design Specification;
 Project Cost Estimation;

14. Option selection Structure of the system
Example: Pre-Feasibility/Feasibility

15. EXAMPLE
System Architecture

16. 3 – Contract Requirements
 Contract Management e.g. FIDIC Yellow/Red/White Books, French
system (CPS-CA, CPS-STG) etc.
 Technical contract requirements (separate books) for rail systems
(signaling, telecom, traffic management, electrification, power supply,
rolling stock, depot, permanent way, AFC, SCADA etc) and Civil/E&M
disciplines;
 General Contract Specification, Administrative Clauses;
 Directive drawings;
 Operation and Maintenance Plan;
 RAMS Plan;
 Technical assistance during the tender process;
 Q&A Session, Presentations;
 Evaluation of tender response;
 Project Management, HSQE;

17. 4 – Design review & approval
 Review & approve the contractor design versus contract specification,
approved variation instructions; applicable standards;
 Design review comments;
 Organize clarification meetings;
 Close out of the open points. Agree the way forward;
 Organize technical presentation at different design stages;
 Check design progression against the project milestones;
 Co-ordination inter railway system discipline, E&M, external
interfaces;
 Elements to be checked: functional requirements, performance
specifications, operation and maintenance, standards and norms,
technical specification, technology imposed, strategy, interfaces, Health
& Safety, Environment etc;
 Communicate after each submission the status of design
documentation: approved, approved with comments, rejected, resubmit

18. Procedure for review & approve the
Review Comment Sheet Contractor’s project documentation
Example: Design Review & Approval

19. 5 – Installation Supervision
 Review and approve all contractor’s documentation necessary to
support installation stage: EIP, Site/Intra-site installation documentation,
Combined Service Drawings etc;
 Review & approve ‘General Installation Documentation’: ‘Equipment
naming & tagging, Power distribution, Equipment earthing etc;
 Review and approve ‘Method Statement’, QESH Documentation;
 Review and approve sub-contractors for installation;
 Evaluate and monitor Contractor’s performances, program of works,
monthly reports, resource allocation plan and utilization;
 On-site supervision, Witnessing, Notification for witnessing;
 Organize progression on-site/in-house meetings, remedial works;
 Keep an accurate information on ‘Registry of Defects’, ‘Issue Register’,
prepare ‘Notice To Non-Conformance’;
 Assist for the handover of infrastructure, sign/approve ‘Site Inspection
Check-Out’ forms;
 Equipment approval, supplier appraisal;
 Prepare ‘Variation Instruction’, unforeseen works;

20. Subcontractor review (Monthly
Report) Issue Register
Example: Installation Supervision

21. 6 – FAT, IFAT
 T&C are to be carried out according ‘V-lifecycle’, EN 50126;
 The EN 50126 reveals 2 level of T&C: FAT/IFAT, Field T&C;
 FAT aims to test basic equipment functionalities in accordance with
the product datasheet. IFAT replicates the network architecture
(low level, pilot test in factory), basically includes all subsystem
components and test the integration between them;
 FAT/IFAT are organized at the manufacturer premises, dedicated
laboratories and replicates minimal architecture of the system;
 IFAT is designed as three step test: internal integration between the
backbone elements, integration between rail system components
(signaling, telecom, system integrator, AFC, RSK etc) and integration
with external subsystem: FPS, TVS, Lift & Elevators, External Units;
 The ‘Consultant’ role consist on: review & approve test procedures;
organize clarification meetings, witnessing of the test, review &
approve test report, validate the equipment & system proposed;

22. Test Structure (Procedure) Test Report: Acceptance
Example: IFAT

23. 7.1 – Site based T&C
 Review and approve of documentation that supports management
of T&C:VTA Plan,VTA Program;
 Review and approve site specific test procedures: SAT, SIT;
 SAT: designated to test basic functionality of the stand alone
equipment on site (e.g. Signalling Interlocking,VDU, Fire Protection
System, Telecom backbone and components);
 SIT: designated to test integration between subsystem components
on site (e.g. Signalling Interlocking to outdoor equipment, Signalling
Interlocking to Automated Block, Signaling to Telecom, Telecom
system etc);
 Witness T&C activities based on the program of works;
 Record of defects and agree corrective measures to be put in
place;
 Bi-weekly progression meetings, on-site clarification meetings;

24. 7.2 – System specific T&C
 Comprises both Static and Dynamic Tests;
 E2ET: test of integration between the site equipment and traffic
management centre/ERTMS/Network Management Centre;
 System Integration Test: test the system wide integration between
rail system components, other subsystems to rail systems, external
interfaces;
 Review and approve system specific test procedures: E2ET, System
Integration;
 Witness the tests, record defects, agrees corrective procedures;
 Validate test results, approve test reports;
 Commissioning of the infrastructure in accordance with manuals;
 Dynamic tests structure comprises: On-board signaling to fixed
infrastructure, TCMS(rolling stock maintenance), ETCS N1/2 etc;

25. 8 – System validation, acceptance,
homologation
 Review and approve of the ‘Maintenance Plan and Manuals’, ‘Operation
Plan’, ‘As-Built’;
 Review and approve the procedure for ‘System Validation’;
 System Validation & Acceptance are ‘Operational’ type tests which are
to be performed by ‘Operational’ experts. The Discipline Experts has
to support the ‘Operational’ experts and perform corrective actions;
 System Validation is performed by the ‘Principal Contractor’ under the
assistance of the ‘Operator’, ‘Employer’ and ‘Consultant’;
 System Acceptance Tests are performed by nominated ‘Operator’
under supervision (witness) of ‘Principal Contractor’ and ‘Consultant’;
 If the system fulfills operational conditions and the number of defects
is less than expected, the system is homologated and ‘Taken-In Over’
certificate issued;
 Transfer of the infrastructure to the ‘Operator’, handover of
equipment spares;

26. 9 – Post-completion supporting
activities
 Administrative Close of the Contract;
 Technical audits, network capacities and performances;
 Re-design of the network, increase capacities;
 Defect statistics and records;
 Monitor of maintenance activity;
 Technical support;
 Training;