广东某炼油项目进度检测和控制EC项目中英文

EvaluationWarning:ThedocumentwascreatedwithSpire.Docfor.NET.1.0PURPOSEANDSCOPE目的和范围ThisprocedureestablishestheprogressmeasurementandcontrolguidelinestobeusedbytheCNOOCHuizhouRefineryIntegratedProjectManagementTeam(IPMT)(Owner)andContractorsforassessingengineering,procurementandconstructionprogress.本程序确定了控制和检测进度的准则，该准则将被中国海洋石油****公司惠州****炼油联合项目管理组（IPMT）(业主)和承包商使用，用以评估设计、采购和施工的进度。2.0 RESPONSIBILITIES责任TheOwner’sProjectControlsDirectorisresponsibleforthisprocedure.TheOwner’sManagerofPlanningandSchedulingwillimplementandadministertherequirementsofthisprocedure.业主的项目控制部主任对此程序负责。业主的进度经理将贯彻执行本程序的要求。TheContractorshallestablishtheirprogressmeasurementprocedures,withintheframeworkofthisprocedureandsubmititforOwner’sapproval.Contractorshalladapttheirexistingproceduresandsystemstocomplywiththerequirementsofthisprocedure.Onceapproved,theContractorwillutilizethemforprogressassessmentthroughoutthelifeoftheircontractandwillnotsignificantlymodifythedocumentwithoutOwner’sapproval.承包商将依据本程序的构架建立他们的进度检测程序，并提交业主审批。承包商应将他们现有的程序和系统进行修改以满足本程序的要求。承包商的程序一旦被批准，在整个合同执行期间，他们将用此程序对进度进行评估；没有业主的批准，不能对该文件进行重大改变。TheContractor’sengineering,procurementandconstructionrepresentativeswillensuretheaccuracyoftheirsubmittals.TheOwnerwillperformperiodicprogressauditstoverifyaccuracyofContractorsubmittals.承包商的设计、采购和施工代表要确保他们提交的文件的准确性。业主会对进度进行定期审查来核实承包商提交的文件的准确性。3.0INSTRUCTIONS说明Contractorwilldevelopandsubmitaphysicalprogressmonitoringandcontrolsystem.Thesystemwillconsistof(1)aProgressAppraisalGuideand(2)asystemforreportingprogresswithinestablishedTargetschedules.承包商将编制并提交一份进度检测控制系统。该系统将包括（1）一个进度检测标准和（2）一个按照已确定目标进度计划的进度报告系统。ProgressAppraisalGuide进度检测标准TheContractorwilldevelopaProgressAppraisalGuideaspartofthedeliverablestobesubmittedtotheOwnerforreviewandapprovalwithin30-daysafterNoticetoProceed(NTP).ThisguidecontainstheRulesofCreditusedtoobjectivelyassessthephysicalprogressofindividualdeliverablesandtasks.SeparateGuidesshallbeestablishedfortheengineering,procurementandconstructionphasesofthework.Requirementsasfollows:在业主批准项目启动后的30天内，承包商将编制一个进度检测标准作为交付文件的一部分交给业主审批。该标准包括赢得值准则用以客观评估单个交付文件和工作的实体进度。须为工程的设计、采购和施工阶段分别编制进度检测标准，其要求如下：Theserulesconsistofapre-establishedsetofweightedsteps(ormilestones)whichareassignedtoaparticulardeliverableorgroupofdeliverables(drawings,specifications)orconstructiontasks(foundations,pipeinstallationetc.)Theweightingofstepisdevelopedbasedonmanhoursrequiredforachievingeachstep.这些准则包括预定的已设定权重比例的工作步骤（或里程碑），它们将被分配到一个特定的交付文件或一组交付文件（图纸、规范）或施工任务（基础、管道安装等）中。每一个工作步骤的权重以人工时为基础来确定。Tasksassociatedwithmanagementactivitiescanbeprogressedwiththepassageoftime;however,theirpercentcompleteinanygivenperiodwillnotexceedtheoverallpercentcompleteofthedisciplineortradewheretheactivityisbeingtracked.与管理工作有关的任务可以按照时间的推移来检测进度。但是，他们在任何指定阶段中的完成百分比不会超过其对应专业或工种的总体完成百分比。Thereshouldbeareasonablerelationshipbetweenthedeliverableortaskandtheruleofcreditassigned.Forexamplethesameruleofcreditwouldnotbeassignedtotheinstallationofafoundationandinstallationofpipe.每一项交付资料或工作都有对应的赢得值准则。例如，基础安装与管道安装不会用同一个赢得值准则。EachRuleofCreditisassignedauniqueidentifierconsistentwithitsdisciplineandgroupedaccordingtothatdiscipline.每个赢得值准则都有一个唯一的识别符，与其专业相一致并根据该专业进行分组。SampleRulesofCreditforprocurementandengineeringarefoundinAttachementsAandB.采办与设计的赢得值准则样本，请参阅附件A与附件B。TwotablesareincludedinAttachmentC:AttachmentC.1containssampleweightedpercentagesbyorganization/discipline;AttachmentC.2containssamplerulesofcreditforConstruction.Afterapproval,AttachementC.1willbeconsideredabaselinedocument.Duringexecutionofthecontract,Credit%’sweightingswillnotbechanged.在附件C中有两个表，附件C.1是按组织机构/专业划分的赢得值权重样本；附件C.2是施工赢得值准则样本。经业主批准后，附件C.1作为一个基准文件，在合同执行过程中，不得改变赢得值权重百分比。3.2ProcurementProgress采购进度Procurementprogressshallincludeallequipmentanddirectmajormaterialstobeprocuredforthework.采购进度须包括要采购用于该工程的所有设备和直接主材。TheContractorshalllisteachrequisitions/purchaseorderforeseenintheirProcurementProgressAppraisalguide.TheContractorshallassigneachrequisition/POanestimatedman-hoursweight.Thisweightshallbebasedonacombinationofthemonetaryvalueofthematerialscoveredbytherequisition/POandthecomplexityofadministeringtheorder.承包商须在他们的采购进度评估指南中列出所预见到的每个申购单/采购单。承包商须给每个申购单/采购单分配估算的工时权重。该权重须综合申购单/采购单的费用以及管理的复杂性来确定。SamplerulesofcreditforprocurementactivitiesarefoundinAttachment“A”.在附件“A”中有关于采购工作的赢得值准则样例。Progressdatashallbeaggregatedtoproducetheoverallplannedandactualprogressfiguresforprocurement.Theprogressmeasurementsystemshallallowforthereportingofseparateplannedandactualvaluespermaterialtypescheduled.将进度数据综合起来形成总体的计划和实际的采购进度数值。进度检测系统将按照计划的材料类型来分别报告计划和实际的数值。3.3 TaskSchedules工作进度计划ThecomputerizedTaskSchedule(Level4schedule)whichwillbethebasisoftheContractor’sprogressappraisalandreporting.Requirementsasfollows:用计算机编制的四级进度计划是承包商的进度评估和报告的依据，其要求如下：Taskschedulecontainsallprogress-abledeliverablesandtasks工作进度计划涵盖所有可以统计进度的交付文件和工作。Eachdeliverableortaskisassignedanestimatedman-hoursbudgetrepresentativeofthephysicalquantitiestobeinstalled(man-hourspercubicmetersofconcrete;man-hoursperlinearfootofpipeinstalled,etc)orquantityofanitemtobeproduced(man-hoursperdrawing;man-hoursperrequisition,etc).Usually,theman-hoursbudgetisdevelopedfromtheContractor’sestimatepreparedduringthebidphase.每项交付文件或工作的人工时是依据工程量(如每浇筑一立方米混凝土，每安装一米管道，每出一张图或每一份申请单等)来确定的。通常，人工时预算来自承包商的报价工时。AssignaRuleofCreditidentifiertoeachdeliverableortask每项交付文件或工作赋予一个赢得值准则识别符。RelateeachdeliverableandtasktoanactivityontheDetailedEPCscheduletoallowa“roll-up”ofprogressandman-hoursbudgetsfromtheTaskscheduletotheDetailedschedule;mostcommonly,thisisactivityIDintheDetailedEPCSchedule.ThetotalofalltaskbudgetswillequaltheLevel3detailedEPCscheduleactivitybudget.四级进度计划中的交付文件和工作与三级进度计划中的作业相对应，以便能够将进度和人工时预算从四级进度计划归总到三级进度计划。一般情况下，其对应关系是通过三级进度计划中的作业代码。四级进度计划中总工时预算与三级进度计划中的一致。Inordertomaintainaconsistentmeasurementtarget,theman-hoursassignedatthisstagearefrozen,unlessmodifiedbyachangeorder.为了保持一致的检测目标，在此阶段分配的人工时是固定不变的，除非因变更单而改动。TaskschedulesshallbemaintainedandupdatedbytheContractorandwillbeavailableforauditbytheOwner’sIPMTinordertoconfirmprogressreported.工作进度计划要由承包商维护和更新，并可以让业主的联合项目管理组来审查以便确认所报告的进度是否属实。PROGRESSMEASUREMENT进度的检测Progressmeasurementatthedeliverableandtasklevelwillbeobjectivetothemaximumextentpossible.Allprogressreportingwillbeperformedbyresponsible/knowledgeableContractorpersonnel,whowillobjectivelyevaluatethetasksperformedanddeliverablesproduced.ProgresswillbeearnedbyapplyingtheRulesofCredit.Commonmethodsfordeterminingprogress:在最大程度上客观地检测交付文件和工作的进度。所有进度报告须由承包商有责任感的专业人员来编制，他应客观地评估所进行的工作和所生成的交付文件，依据赢得值准则评估进度。确定进度的常用方法是：4.1EarnedValueMethod赢得值方法TheEarnedValueMethodusesbudgetandearnedman-hoursasthefundamentaldenominatorstocalculateandsummarizeprogressvalues.Budgetman-hoursdeterminetherelativeweightofthedeliverableortask.Man-hoursareearnedastheworkisaccomplishedbyapplicationoftheRulesofCredit.Sinceman-hoursareacommondenominatorforallactivities,budgetedandearnedman-hourscanbesummarizedverticallyfromtheTaskschedulethroughhigherlevelsoftheWBS.TheEarnedValueMethodispreferredfordeterminingEPCprogress.赢得值方法是用预算和赢得的人工时作为基础来计算和综合各项进度值的。预算人工时决定相关的交付文件或工作的权重比例。当完成了某项工作时，就赢得了相应的人工时。因为人工时是检测工作的基础，所以预算和赢得的人工时就可以从四级进度计划归总到WBS的更高级别。赢得值方法适用于确定EPC进度。4.2LevelofEffortMethod管理性工作的检测方法LevelofEffortactivitiesarecloselyrelatedtotime/duration,whereitisdifficulttomeasurepredeterminedquantitiesorendproducts.Inthiscase,theactivityisprogressedovertime.ContractorwillsubmittheirproposedmethodologyforprogressinglevelofeffortactivitiestoOwnerforreviewandapproval.管理性工作与时间/工期紧密相关，在这里很难检测预定的数量或最后结果。在这种情况下，工作进度按照时间的推移检测。承包商将递交他们对此类工作检测进度的方法供业主审批。4.3StandardRules标准规则Thefollowingearnedvaluerulesshallbeobserved:须遵守以下赢得值准则Percentcompleteisderivedfromphysicalprogress(workaccomplished).完工百分比来自实体进度（完成的工作）CurrentBudgetman-hours=OriginalBudgetman-hours+approvedchanges当前预算的人工时＝原始预算的人工时＋批准的变更Earnedman-hours=physicalpercentcompletexbudgetman-hours赢得的人工时=实体的完工百分比×预算的人工时Totalpercentcomplete=Totalearnedman-hours/Totalbudgetman-hours总的完工百分比＝总的赢得的人工时/总的预算人工时Progressmeasurementisnotaffectedbyexpenditures,forecastsorproductivity进度检测不受支出、预测值或生产效率的影响Progressisnotaffectedbymanhourover-runsorunder-runs进度不受人工时超支或节余的影响5.0DETAILEDSCHEDULEUPDATE三级进度计划更新Thescheduleshallbeformallyupdatedatpre-determinedintervalsperthefollowingprocedure:(ThisrequirementisalsofoundinProcedureCHRP-PC-PP-0002,PlanningandSchedulingRequirementsforContractors):该进度计划须按以下程序定期更新：（在CHRP-PC-PP-0002对承包商的计划与进度要求程序中，也可找到此要求。）UpdateDetailScheduleactivitypercentscompletefromTaskSchedules.三级进度计划的工作完成百分比按照四级进度计划的百分比来更新。Supplyactualstart/finishdatesforallworkactivitiesstartedorcompletedduringthereportingperiod在报告期间对已开始或完成的所有作业，应提供实际开始/结束日期。Supplyforecast(expected)start/finishdatesforallworkactivitieswhichwerescheduledbutdidnotstartorcompleteduringthereportingperiod.Remainingdurationmaybeusedtoset