Ingula Pumped Storage Scheme:

Project Management Case Study

Colin Logan Project Manager

Gibb Engineering &

ScienceSouth Africa

BRAAMHOEK CONSULTANTS JOINT VENTURE

Definition of Project Management

Planning, monitoring and control of all aspectsof a project and the motivation of all those

involved in it to achieve the project objectives on time and to the specified cost, quality and

performance

Source: www.brunswickis.co.uk/project-management-glossary.asp

Structure of Presentation

• Concept of Pumped Storage

• Background to the Project

• Feasibility Design

• BCJV Services

• Ingula Project Development Programme

• Project Resources

• Primary Deliverables

• Project co-ordination & role-players

• Form of Contract

Conventional Hydro vs Pumped Storage

• Conventional Hydro

- Water passes

through a turbine and continues down the river

• Pumped Storage

- Cyclical system

with water passing through reversible

turbines

Electricity Demand Curve

0 2 4 6 8 10 12 14 16 18 20 22 24

Time (h)

Sys

tem

Dem

and

(M

W)

Base load supply

Store energy

Release energy

Weekly Operating Cycle

Growth Forecasts

• Long Term Planning – Eskom & NER have identified a need for enhanced peak generation capacity to serve:

- Growth in the industrial sector

- Successful rural electrification programme

• IPSS selected for design and development ahead of many other alternatives considered since the 1980’s

Stages of Design

• In 1998 IPSS recommended for study at feasibility level

• Study undertaken by Eskom’s own Hydro and Water Dept. and completed in November 2003

• Feasibility Report suggested an installed capacity of 1 000MW, and

• After subsequent optimisation studies the installed capacity was increased to 1 333MW

• September 2003 interested parties invited to bid to provide consulting services for Detailed Design

Record of Decision (RoD)

• Issued by the Minister of Environmental Affairs and Tourism (13 December 2002)

Record of Decision

• Key conditions of the RoD:• An environmental management plan shall be developed and its

recommendations implemented• A bypass system shall be provided to maintain the natural

seasonal flows in the water courses at the upper reservoir• No loss of the wetland due to flooding from the upper reservoir• There shall be no negative impact on the wetland downstream

of the upper reservoir• A new cliff shall be provided for the colony of Bald Ibis to roost

and nest• Any new quarries must be below the minimum water level • The Construction spoil shall be disposed of below the minimum

water level • The upper dam must blend in with its natural surroundings• A low weir shall be built downstream of the upper dam to

distribute the water across the wetland• A baseline study shall be carried out for the wetland

Project Location

Braamhoek Consultants Joint Venture

• Contract signed for Phase 1 design service in May 2004

• Principle Members

• Gibb Engineering & Science

• Knight Piesold

• Stewart Scott

• Sub Consultants

• ARQ South Africa (Dams)

• KP Canada (Transients, Penstocks & Gates)

• PBP New Zealand (E&M)

• NK Japan (Gates & Electrical)

• SWP United Kingdom (Hydropower Optimisation)

BCJV Services Provided to Eskom

• Phase 1: Project Optimisation

• Geotechnical Investigations – Surface Works

• Geotechnical Investigations – Underground Works

• Exploratory Tunnel

• Phase 2: Final Design, Tender Design

• Access and Site Roads

• Site Infrastructure

• Upper and Lower Dams

• Underground Works

• Hydro-mechanical & Electrical Works (Performance Specification)

BCJV Services Provided to Eskom (2)

• Phase 3: Construction Stage Design, Monitoring, Supervision and Sign-off

• Verification of Design Assumptions

• Foundation Interfaces and Design

• Rock Interface and Site Influenced Design

• Hydro-mechanical and Electrical Interfaces

• Construction Drawings

• Construction Supervision

• Record Drawings

• Project Sign Off

BCJV Service Structure

BCJV Directorship

Project Management

Design Service Supervision Service

Site Monitoring Service

Engineering Support

Quality Manager

UndergroundCaverns and Tunnels

Underground Civil & Structural

E&M Dam Engineering Dam SitesGeotech. Investigations

Roads

Hydropower Optimisation

Design Manager Review Specialists

Project Management

Organogram (Design)

Organogram (Supervision)

Supervisors Supervisors Ass Supervisors Ass Supervisors Ass Supervisors

Ass Supervisors Ass Supervisors

Clerks of Works Clerks of Works

Chief Supervisor

Project Management

Senior SupervisorDams

Senior SupervisorUnderground Works

SupervisorMain Hydromechanical

SupervisorSurvey Service

SupervisorLaboratory Service

General Head Office Support

Financial/Accounting Support

Health and Safety Support

Cost and Programming Support

Documentation and Drawing Support

Administration/Secretarial Support

SITE MONITORING TEAM

Senior Site Design Representative

Site Design Representative (Surface Works)

General Engineer

Geologist (Dams)

Site Design Representative (Underground Works)

Civil Design & Coordination Engineer

Geotechnical Engineers

Geologists

Scheme Layout

Upper Reservoir

Intake Structure

Underground Powerhouse

Outlet Structure

Lower Reservoir

Surge Shafts

Waterway Layout

Powerhouse Complex

Project Programme

1 2 3 4

Project Resources

• Estimated resource requirements (@ peak):

• Design 120 professionals & technicians

• Supervision 110 professionals, technicians & IoW’s

• Construction 3 000 to 3 500 construction workers

BCJV’s Primary Deliverables

• Construction Design Phase:

• Delivery of Construction drawings & Reinforcing details without delaying the Contractor

2 100 drawings!

• Construction Supervision:

• Ensure that the work is constructed in accordance with the Works Information or Specifications

BCJV Planning

Construction Start Date

Issue Construction

Drawing

Lead time to Construction

Start Design Process

Design Duration

Date information

required from others

Design Lead Time

Design Development

Design Review

Design Approval

Lead Time Requirement

Monitoring

Design Interface Management

1. BCJV Satellite Services(Local & International)

2. Eskom Engineering & Client Office

3. Dams Contract

4. MUW Contract

5. Surface Buildings Contract

6. E&M: Main Hydro-mechanicalStation CranesMain TransformersAuxiliary MechanicalAuxiliary Electrical

Issue for construction

Centralized Design Office

Design co-ordination

Form of Contract

• NEC Professional Services Contract (3rd

Edition)

• Main Option A – Priced Contract with Activity Schedule

• Secondary Options

• X1 – Price adjustment for inflation

• X2 – Changes in law

• X3 – Multiple currencies

• X9 – Transfer of rights

• X10 – Employer’s Agent

• X11 – Termination by the Employer

• X13 – Performance Bond

Fundamentals of NEC

• Fundamental principle of the NEC

• Clause 10.1: All parties shall act as stated in the contract and in a spirit of mutual trust and co-operation.

• NEC Programme

• The NEC programme is far more than a simple bar chart showing the intended order and duration of activities to be completed. It includes the resources used (labour, equipment, etc) and therefore becomes a base comparison for any compensation event when assessing the effect thereof on the Contractor’s Defined Cost.

Machine Hall Cavern

Upper Dam

Lower Dam

Thank you