1. Construction Management Contract
Assembly and Installation Industry Information Day
Construction Management Contract
by Ken Blackler
21 May 2015
Disclaimer: The views and opinions expressed herein do not necessarily reflect those of the ITER Organization

2. Table of Contents: General Scope of Services Description of tasks
Interfaces with other contractors
Contract
Schedule

3. Construction Manager-as-Agent
Contract Map
ITER Organization
Construction Manager-as-Agent
Domestic Agency
Works Contractors
Machine Assembly Works
Mechanical & Piping
Works
Specialized Works
Super Conducting Joints
Special Techniques
Lifting & Handling
Tokamak
Works Contracts
Support Contracts
Access, Plant Hire
Civils & Finishing
Balance of Plant
Electrical, I&C Works
Scaffolding
CMA
ASY
MCP
EIC
SPx
LFT
SCF
APH
CIV

4. Construction Management Contract
ITER Organization
Construction Manager-as-Agent
Domestic Agency
Works Contractors
Machine Assembly Works
Mechanical & Piping
Works
Specialized Works
Super Conducting Joints
Special Techniques
Lifting & Handling
Tokamak
Works Contracts
Support Contracts
Access, Plant Hire
Civils & Finishing
Balance of Plant
Electrical, I&C Works
Scaffolding
CMA
ASY
MCP
EIC
SPx
LFT
SCF
APH
CIV

5. 1. General Purpose: Background:
Define scope, mission and work activities of the Construction Management-as-Agent (CMA) Contractor.
Background:
Large and complex worksite
Many technical challenges that will arise during the construction
Many different actors that must be coordinated in a safe and efficient manner
Strong and effective management, combining Tokamak specific knowledge and industrial know-how is required in order to maintain schedule and minimize cost
IO Construction Department is responsible to plan, manage and execute the construction works on site of the ITER Tokamak, plant equipment and facilities, and their start-up, testing and commissioning (excluding building construction).

6. 1. General – ITER Specifics
In-kind Procurement
Many components are provided ‘free-issue’ by the ITER Member countries through their Domestic Agencies
IO-CT and IO-DA manage the supply chain through an integrated team
Machine Assembly
Assembly of the Tokamak is a unique activity where IO has the greater knowledge and must bear the majority of the risks.
IO must maintain a strong control of the Machine Assembly activities
The CMA shall support IO by supplying the necessary industrial know how, processes and resources.
Plant Installation
These are conventional works which follow significantly more standard processes
CMA shall be involved to a greater extent
IO maintains overall responsibility for the priorities and technical performance, management of outstanding issues and interfaces with DAs.

7. 2. Scope of Services Services included:
Management
Planning and Program Management
Works Contract Management
Worksite Coordination
Site Coordination
Occupational Health and Safety
Environmental Health and Safety
Material Management
Works Supervision
Supervision of the Works
Quality Control
Record Keeping
Completion Activities
Start-up and Testing
Maintenance Management
The Construction Management Contractor shall not self-perform any works.
The extent of involvement shall be different for the Tokamak and the Plant Systems.
This is a summary only. The complete scope shall be defined in the tender specifications

8. 3. Description of Services - Management
Planning and Program Management
Baseline management: Work breakdown structure, scope database, construction schedule and cost
Detailed planning, cost estimates, risk analysis of works
Report progress, using Earned Value, KPI etc.
Administer Requests for Information, Field Changes, Non-Conformances
Works Contract Management
Engineer and/or Assistant to the Engineer for FIDIC contracts;
Construction work packages e.g. materials list, drawings, specifications, procedures, equipment and tools, hold points, and quality control documents
Additionally For Tokamak Assembly Works
Field Installation Work Packages - based upon IO supplied Construction Processes, specifications and documentation;
Assembly drawings, based upon sequences, specifications, 3D models and engineering drawings provided by IO.
Additionally For Conventional Works:
Field Installation Work Packages and assignment to contractors
This is a summary only. The complete scope shall be defined in the tender specifications

9. 3. Description of Services – Worksite Coordination
Site Rules and Regulations
Manage and coordinate activities on the site, space utilisation, traffic, control of pollution and the environment;
Access control requests for the worksite;
Coordination, steering and planning meetings with IO, DA and works Contractors;
Development and implementation of a “pro-rata” account;
Occupational Health and Safety
Support the IO in implementing a continuous improvement safety programme;
Manage the Permit to Work system;
Environmental Health and Safety
Ensure that materials used on site do not pose an undue risk to site personnel, nor endanger the environment;
Identify and approve any hazardous materials coming onto the ITER site;
Material Management
Expedite materials by interfacing with IO, DA, suppliers, warehouse and global logistics service provider;
Control materials, including receiving, preservation, quarantine and in-field traceability;
Administration and operation of the SmartPlant Materials system;
This is a summary only. The complete scope shall be defined in the tender specifications

10. Construction Worksite Teams
Overall Daily Site Coordination. Management of Interfaces
Site Construction Manager
CMA
Worksite Construction Team
Worksite Construction Team
Worksite Construction Team
Worksite Construction Team
Worksite Construction Team
Worksite Construction Team
CMA
CMA
CMA
CMA
CMA
CMA
Machine Assembly
Tokamak Complex
Control Buildings
Cooling Water and Cryogenic
Electrical Buildings
Site Works and Coordination
MA Contractor
Works Contractors

11. 3. Description of Services – Works Supervision
Supervision of the Works
Issue instructions to Contractors (within delegated limits and which do not alter the cost of the project);
Check applications for payment and assess them prior to IO payment;
Manage field engineering processes and information exchange;
Assess field change requests, deviation requests and non-conformities.
Additionally For Tokamak Assembly Works
Support IO to supervise day works, report technical issues.
Provide independent assessment of field change requests, deviation requests and non-conformities.
Additionally For Plant Installation:
Planning, supervision, testing and completion of works within a building, area or room.
manage interfaces, resolve disputes, solve on-site technical issues;
Provide field engineering support to contractors, with expert support from IO.
This is a summary only. The complete scope shall be defined in the tender specifications

12. 3. Description of Services – Works Supervision (2)
Quality Control
Check compliance between execution drawings prepared by contractors and drawings and specifications prepared by IO;
Assess Contractor’s quality plans and control plans (MIP);
Verify conformance of completed works to requirements, specifications and contract deliverables, undertake inspections to confirm;
Coordinate and supervise Inspections, Notification and Hold Points;
Manage Measuring and Test Equipment including certification, calibration;
Record Keeping
Manage information, records and documents related to construction within the IO IT environment, including document scanning, classification, filing, searching and printing;
Check documentation and ‘as built’ drawings;
Support the IO in maintaining complete and accurate records of all site activities.
This is a summary only. The complete scope shall be defined in the tender specifications

13. 3. Description of Services – Completion Activities
Start-up and Testing
Working with IO experts, confirm construction activities have been correctly performed.
Manage testing performed by the Contractors, IO and DA, record the outcomes, prepare plans for rectification.
Maintenance Management
Plan and regular, preventative and corrective maintenance for installed equipment;
Keep all maintenance associated records;
Manage any remedial, corrective and preventive actions.
This is a summary only. The complete scope shall be defined in the tender specifications

14. 4. Interfaces with other contractors
Construction Manager-as-Agent contractor shall interface strongly with all works contracts
Act as Engineer/Assistant to Engineer for FIDIC works contracts placed by IO
Coordinate works performed by IO and DA contractors
Three stages of site coordination
Preparation stage - ENGAGE coordination civil construction
Early works managed by CMA with overall site coordination by EUDA contractor (ENGAGE)
Main works with CMA site coordination
Stage 1
ENGAGE Coordination
No IO Works
Stage 2
IO and DA Works
Stage 3
CMA Coordination

15. 5. Information Systems SmartPlant software suite implemented:
Construction planning and management
Materials management
Testing
Configuration control for construction
System integrated to ensure flow of data, documents from design tools and logistics systems
Customisation by IO to adapt to agreed ways of working (e.g. workflows)
IO will train-the-trainers in the awarded Construction Management contractor

16. Tokamak Completion and Hook-ups
6. Work Profile
Current schedule is ‘as early as possible’’
Uneven profile in resources
Logic driven by machine assembly sequences
Machine assembly is back-end loaded (mandatory)
Plant works early loaded and may be smoothed
Specialised works to be reallocated to plant or machine assembly works contracts
Complete before tenders launched
Optimisations will be key to workforce management
Work Packages - Not-levelled
Tokamak Completion and Hook-ups
Machine Assembly

17. Time Distribution of Works by Domestic Agency
Some works shall be transferred to IO for execution

18. Time Distribution of IO Works by Contract

19. Please send all questions to:
Replies to all questions received within 2 weeks shall be published on the ITER web site and notified to all attendees