Project Execution Plan

Table of Contents

1 Scope............................................................. 2

2 Applicable Documents.................................... 3

3 Instructions..................................................... 4

4 Responsibilities............................................. 16

Exhibits............................................................ 18

Exhibit A - Table of Contents........................... 18

Exhibit B - Approval Sheet............................... 19

Exhibit C - Revision Control............................. 20

Exhibit D - Contracting Plan Matrix.................. 21

Exhibit E - Comparison of Various

Contracting Alternatives..................................... 22

Exhibit F - Project Milestone Schedule.............. 23

Exhibit G.1 - B.V. PMT Organization

(Typical Design Phase)...................................... 24

Exhibit G.2 - B.V. PMT Organization

(Typical Construction Phase)............................ 25

Exhibit H - Project Responsibility Matrix............ 26

Exhibit I - Value Practices Schedule................... 27

1 Scope

1.1 Definition

The Project Execution Plan (PEP) is a strategic planning document that defines objectives, plans, requirements and related information necessary for optimum project execution. It is a master reference guide that promotes common understanding and alignment of all project participants. The PEP is prepared by the Project Manager, with input from the Proponent and other B.V. organizations that have key roles in a project's execution.

1.2 Purpose

The PEP serves as a communications and coordination tool that formally establishes the Project Manager's front-end project planning, with emphasis on identifying issues critical to project success and defining strategies to address these issues. It is an agreement endorsed by the B.V. Project Management Team (B.V. PMT), the Proponent, and Management defining the execution of the project, including schedule, method(s) of executing the work and responsibilities of major participants. In one comprehensive document, the PEP relates the approved project scope with contracting and material plans, cost information, summary schedules, value practices implementation, departmental responsibilities, and B.V. PMT staffing requirements. The PEP is intended to provide strategic guidance to develop more detailed tactical planning and execution as the project progresses.

1.3 Timing and Application

The PEP shall be issued in accordance with the timing outlined below, which is designed to support the PEP's purpose of serving as a strategic planning tool:

• Abbreviated PEP is mandatory for all BI's

• Full PEP is mandatory for BI's

- over $25MM

- or recommended by the responsible Department Manager

• PEPs are waived for Master Appropriation projects.

1.3.1 Abbreviated PEP

To be issued prior to release of Preliminary Engineering funds. When requested, PS&CD / Project Controls & Information System Unit (PC&ISU) shall participate and assist B.V. PMT in the preparation of the PEP Level II Milestone Schedule.

The Abbreviated PEP is intended to provide a framework for subsequent planning. It is not expected that every detail required by EP-105 will be addressed at this time. As a minimum, the B.V. PMT shall address the following items using the best information currently available. It is understood that all sections are subject to further development and change:

• Project Summary

• Contracting Strategy

• Organization Chart

• Milestone Schedule

• Value Practices

• Contractor Nationalization Plan

• Maximizing In-State Design Work

• Projects within Existing Facilities (Non-Grass Roots)

• Areas of Concern

The Abbreviated PEP will be the basis for development of the Full PEP if one is to be prepared. The Abbreviated PEP shall be updated or revised as required to reflect major changes in plans if a full PEP is not required.

1.3.2 Full PEP

To be issued for approval by 30% preliminary engineering completion or within 90 days of Project Proposal Start. B.V. PMT will report status of PEP submittals in the PPU's comments section. The PEP shall be updated as the need arises prior to implementing major scope changes or significant changes in contracting plan, and at other times deemed necessary by the PEP approval authority. B.V. PMT may issue a completely revised document or an addendum covering the changed section(s) only.