明确目标
ALALA PROJECT DELIVERY
ALALA 项目
从客户需求到可设计、建造、测试、交付并可追溯的系统。
项目不只是完成安装;还要统筹需求、范围、合同、设计、进度、质量、安全、测试、验收和证据。
什么是项目?
项目具有明确目标、范围、交付物和所有参与方都能理解的验收条件。
范围与交付物
开始与完成条件
预算与资源
风险与多方参与
验收标准与证据
ALALA 工作类型
选择工作大类,帮助 ALALA 建议合适的下一步。
ALW-NOT-SURE
不确定 — 请 ALALA 推荐工作类型
不确定 — 请 ALALA 推荐工作类型 — 在约定范围内提供服务与系统。
- 需求审查
- 现场资料
- 下一步建议
ALW-WAT
供水、污水、化学品与环境系统
供水、污水、化学品与环境系统 — 在约定范围内提供服务与系统。
- 供水系统
- 污水处理
- RO / UF
ALW-ELC
电力系统、控制柜与配电柜
电力系统、控制柜与配电柜 — 在约定范围内提供服务与系统。
- 配电系统
- 控制柜
- 开关柜
ALW-MEC
水泵、机械、管道、阀门与工艺系统
水泵、机械、管道、阀门与工艺系统 — 在约定范围内提供服务与系统。
- 水泵
- 管道与阀门
- 工艺设备
ALW-ENE
太阳能、电池与储能系统
太阳能、电池与储能系统 — 在约定范围内提供服务与系统。
- 太阳能水泵
- 电池
- 储能
ALW-AUT
仪表、自动化、SCADA 与工业物联网
仪表、自动化、SCADA 与工业物联网 — 在约定范围内提供服务与系统。
- PLC / HMI
- SCADA
- 仪表
ALW-PRD
产品、设备、备件与化学品供应
产品、设备、备件与化学品供应 — 在约定范围内提供服务与系统。
- 设备
- 备件
- 化学品
ALW-ITC
检查、测试、测量与合规服务
检查、测试、测量与合规服务 — 在约定范围内提供服务与系统。
- 检验
- 测试
- 测量
ALW-MNT
维修、维护、改造与售后服务
维修、维护、改造与售后服务 — 在约定范围内提供服务与系统。
- 维修
- 预防性维护
- 改造
ALW-DIG
软件、网站、Odoo、EDMS、人工智能与数据系统
软件、网站、Odoo、EDMS、人工智能与数据系统 — 在约定范围内提供服务与系统。
- 网站与门户
- Odoo / EDMS
- AI 与数据
ALW-CON
咨询、工程、项目与合同管理
咨询、工程、项目与合同管理 — 在约定范围内提供服务与系统。
- 咨询
- 工程
- 项目管理
ALW-TRN
培训、人才发展与学术合作
培训、人才发展与学术合作 — 在约定范围内提供服务与系统。
- 培训
- 人才发展
- 学术合作
ALW-RNT
租赁、临时系统、试点、试用与概念验证
租赁、临时系统、试点、试用与概念验证 — 在约定范围内提供服务与系统。
- 租赁
- 临时系统
- 试点 / 试用
ALW-OTH
其他或特殊需求
其他或特殊需求 — 在约定范围内提供服务与系统。
- 特殊需求
- 技术审查
- 下一步建议
ALALA 服务方案与合作模式
按现有信息和所需结果选择工作包;实际工作以约定范围和合同为准。
SVY
现场勘察与需求收集
收集现场状况、需求和信息缺口。
在设计或报价前明确所需信息。DES
工程/专业设计
编制图纸、计算书和规范。
获得受控的决策文件。DCE
设计、BOQ/BOM 与预算估算
提供设计、工程量和预算依据。
用于预算规划,不是固定报价。BTP
按图制造/客户提供设计
按批准图纸和规范制造或装配。
明确原始设计责任。TKY
交钥匙工程与集成
在合同边界内完成集成。
在约定边界内承担主要责任。RET
改造与现代化
评估并升级现有系统。
降低过渡风险。ITC
检验、测试与合规报告
按范围检查、测量、测试和报告。
获得可验证的证据和建议。MNT
预防性与纠正性维护
在服务范围内维护和修复。
支持约定的可用性。RNT
租赁/临时服务
提供额定条件下的临时设备或系统。
在明确返还条件下使用临时方案。PIL
试点、试用与概念验证
在有限边界内测试理念或性能。
在进入 Production 前决定继续、修订或停止。Turnkey 并非自动包含所有事项
Pilot 不等于 Production
预算估算不等于固定报价
交付与合同模式
Design–Bid–Build
- 设计方
- Employer / consultant
- 采购/施工方
- Contractor to design
- 特点
- Employer controls the design
- 合同需明确
- Document order, responsibilities and acceptance
Design–Build
- 设计方
- Contractor to employer’s requirements
- 采购/施工方
- Contractor
- 特点
- Fewer design/construction interfaces
- 合同需明确
- Performance, review and boundaries
EPC / Turnkey
- 设计方
- Contractor within the scope
- 采购/施工方
- Contractor by contract
- 特点
- A single principal integrator
- 合同需明确
- Battery limit, owner items, permits and warranty
Build-to-Print
- 设计方
- Employer
- 采购/施工方
- Contractor to approved design
- 特点
- Useful with a clear approved design
- 合同需明确
- Revision, design liability and acceptance
Consulting / Professional Services
- 设计方
- Consultant to scope
- 采购/施工方
- As scoped
- 特点
- Specialist deliverables
- 合同需明确
- Qualification, method and deliverables
Framework / Managed Service
- 设计方
- By work order
- 采购/施工方
- By work order
- 特点
- Continuous service
- 合同需明确
- Catalogue, SLA and each acceptance
ALALA 项目生命周期
需求 → 合同 → 设计 → 测试 → 移交
- 1
Requirements and starting documents
Set objectives, technical requirements, selection and acceptance.
查看详情
- General information and objectives
- Technical requirement and concept design
- Qualification, payment milestones and contract model
- Deliverables and acceptance
- 2
Tender and contractor selection
Select transparently against the requirement.
查看详情
- Registration and site visit/pre-bid
- Technical query and technical/commercial proposal
- Bid security only when specified
- Qualification review and notice of award
- 3
Contract and project baseline
Confirm documents, scope, schedule and controls.
查看详情
- Contract, requirement, drawings and BOQ/BOM
- Schedule, payment milestone, scope matrix and ITP
- Method statement, HSE/JSA/JHA and HAZOP where applicable
- Commissioning and handover procedures
- 4
Pre-construction and mobilization
Prepare site, people, documents and safety.
查看详情
- Site access and mobilization
- Approved method/ITP
- Personnel qualification and safety induction
- Permit, LOTO and emergency arrangements
- 5
Detailed design, procurement and construction
Control design, procurement, installation and corrections.
查看详情
- Design review/freeze and vendor documents
- Construction/installation and inspections
- NCR, corrective action and red-line drawings
- 6
Individual tests and discipline completion
Test civil, mechanical, electrical, controls and safety work.
查看详情
- Civil, mechanical and electrical tests
- Instrumentation/control tests
- Environmental/safety tests
- Dated, traceable evidence
- 7
Mechanical Completion — MC
Confirm installation against a system boundary for pre-commissioning.
查看详情
- Installation completion and test records
- Punch list and MC certificate
- MC is not final handover
- 8
Pre-commissioning
Prepare the system for real operation.
查看详情
- Flushing/cleaning and energization
- Loop test and instrument configuration
- PLC/HMI/SCADA, interlock and alarm test
- Pre-startup safety review
- 9
Commissioning
Operate under control to confirm sequence, safety and recovery.
查看详情
- Controlled start-up and process control
- Local/remote modes
- Alarm, trip, recovery and punch list
- 10
Performance Test Run — PTR
Prove capacity, quality, efficiency and continuity by contract.
查看详情
- Flow/pressure/quality, energy and availability
- Time-stamped data and acceptance formula
- 24-hour or 7-day testing is not universal
- 11
Handover, Project Record Book and Warranty
Transfer the system, knowledge, documents and evidence.
查看详情
- Acceptance, as-built, specification and test reports
- Calibration, backup, O&M manual and spares
- Warranty and Project Record Book
- 12
Training and user readiness
Enable operation, troubleshooting and continuing care.
查看详情
- Operator training and hands-on practice
- Alarm/troubleshooting, safety and maintenance
- Backup/restore and attendance/competency evidence
- No more than three sessions is a contract option, not a universal rule
合同与变更管理
没有书面记录和批准,口头指令不应成为额外工作。
Contract Register
Track contract documents, obligations, schedule and key conditions.
Document hierarchy
Set the order where agreements, specifications, drawings or BOQ conflict.
Formal notice and communication
Use the contract channel and timing for matters affecting rights.
Change Request / Change Order
Assess scope, price, time and risk before approval.
Baseline schedule and milestone
Control schedule, progress and recovery planning.
Payment and milestone acceptance
Link payment to deliverables and acceptance evidence.
ITP, NCR and quality records
Control inspection, nonconformity and correction.
Risk, HSE and environmental controls
Track risk, safety and environmental impact.
Claims and dispute management
Retain facts, scope and evidence before escalation.
Contract closeout
Close deliverables, records, securities and lessons learned.
需求/问题 → 审查 → 对范围、成本、时间和风险的影响 → 批准 → 更新基准 → 证据
Project Record Book — 项目交付证据
PRB 可以是连接 EDMS 的受控索引,避免不必要的重复文件;每份文件都需要负责人、版本和项目关系。
- Contract and Commercial
- Correspondence and Transmittal
- Requirement and Design
- Procurement and Vendor
- Quality and ITP
- HSE and Environment
- Construction Record
- Test and Inspection
- Mechanical Completion
- Pre-commissioning and Commissioning
- Performance Test
- As-built and Software Backup
- Training
- Acceptance and Warranty
项目就绪状态
GREEN — ready for the next step
Critical information is complete, scope is clear and critical risk is controlled.
Proceed through the gate and confirm the information/scope basis.YELLOW — conditional with open items
Controlled assumptions or missing information may affect price, time or scope.
Assign an owner, due date and required information.RED — do not pass the gate yet
A critical safety, legal, capacity, sign-off, cybersecurity or ownership issue remains.
Gather evidence, survey or obtain authority approval first.不得仅为加快工作而将安全、法律、关键能力、专业签字、网络安全或范围所有权问题从 RED 降为 YELLOW。
项目中的职责
Owner / Employer
Sets requirements, approves scope/budget and accepts work.
Project Manager
Integrates scope, time, risk, quality and communication.
Engineer / Consultant
Analyses, designs, reviews and records assumptions/risk.
Contractor / Supplier
Performs to contract, manages subcontractors and provides evidence.
Quality
Controls ITP, inspection, NCR and traceability.
HSE
Manages permits, JSA/JHA, incidents and corrective action.
Commissioning Team
Controls pre-commissioning, commissioning and PTR.
Operator / End User
Participates in review, testing and training; receives system knowledge and records.
支持 ALALA 项目的数字系统
AI 可在权限与人工批准下协助搜索、总结和完整性检查;它不批准合同、认证工作、发出安全关键指令或关闭关口。
Website / Portal
Requirements, RFQ, upload and status.
Odoo 19
Customer, CRM, quotation, project, task and activity.
Document & Evidence Repository
Controlled documents, ITP, tests and PRB.
AIRA / AI
Search, summarize and check completeness under permission.
Git
Source code and versioned configuration.
SCADA / Historian
Runtime and performance evidence.
ALALA 项目能力
本方法适用于约定范围内的水务、能源、环境、自动化和工程工作,不公开受保护的客户或项目证据。