Issue Responsibility/Comments Date Complete
Are adequate communications installed to operate the facility safely?
Are approval of documents conducted for deliverables by originator, checker and lead Engineer/designer? Plans and major drawings by Project Manager
Are changes approved per contractor Change Management Process? No work is done before approval!
Are design and procurement schedules construction driven?
Are design elements standardized?
Are design installation details standardized for early purchase of bulk items?
Are design reviews performed per plan?
Are designs configured to enable efficient construction and use of efficient technologies
Are designs configured to enable efficient construction?
Are discipline activity plans updated?
Are drawings checked for interference checks before releasing to field?
Are early design decisions considering modularization / pre-assembly, construction automation and other major construction method options while they are still viable options?
Are four-month staff assignment schedules maintained?
Are guards designed for rotating equipment?
Are inter-squad checking procedures followed on design activities?
Are locations for safety showers and eyewashes established and approved?
Are maximum and minimum levels of performance documented for each piece of equipment?
Are module / preassembly designs prepared to facilitate fabrication, transport and installation?
Are requisitions completed per contractor procedures?
Are Scope of Work, deliverables, budgets and schedule milestones defined?
Are there enough operators on each shift to perform the required routine and emergency tasks?
Are tie-in locations identified with tie-in ID Tags and a detailed tie-in listing?
Are types of bulk materials standardized to reduce the number of different sizes and / or materials?
Are underground utility corridors located to eliminate or minimize the affect of construction of deep foundations?
Are we using Master Specifications for entire project, with specific package information for each piece of equipment?
Catastrophic Consequences - Have critical jobs and tasks been identified?
Catastrophic Consequences - Have the mental and physical aspects of such jobs been analyzed for both routine and emergency activities?
Catastrophic Consequences - What has been done to reduce the likelihood and/or consequences of potential human errors in the performance of these jobs?
Catastrophic Consequences - What human errors may have catastrophic consequences?
Checklists - Are any instructions embedded in explanatory notes?
Checklists - Are checklists used for critical procedures?
Checklists - Are the steps in the correct sequence?
Checklists - Do steps requiring control actions also specify the expected system response?
Checklists - Is only one action specified per numbered step?
Did design or vendor specify on drawings the lifting and ground lug removal plan if required?
Do designs facilitate construction and field productivity under adverse weather conditions
Do the pump trim drawings reflect the seal water requirements and type of service connection required?
Do vessel ladder and platform drawings support the installation before erection of vessel?
Does [Client] have a "clean design" manual or guide with both written and graphic descriptions of standard clean design details?
Does design facilitate construction under adverse weather conditions?
Does design promote construction accessibility of personnel, material and equipment?
Does design promote construction accessibility of personnel, material and equipment Does design schedule support the ordering of underground valves and hydrants early? Completion of U/G Construction priority
Does engineering and fabrication of large transfer lines, slide valves and like items support the schedule installation of the associated structure and vessel?
Does engineering design utilize specifications of HDPE, fiberglass and plastic piping weight advantages for ease of installation?
Does equipment list include requirements for painting, insulation and fireproofing?
Does equipment list reflect "furnished by" and "installed by" fields for future projects information
Does project have a schedule to provide engineering in supplier's facilities to assure fabrication approvals?
Has a HAZOP review been conducted per contractor safety requirements?
Has cooling tower material been analyzed for cost and schedule?
EPC Master Checklist
Has design maximized ground level construction?
Has design maximized stairs access to areas requiring routine maintenance?
Has design provided adequate platforms on equipment to facilitate routine maintenance requirements?
Has each piece of equipment been reviewed for suggested spare parts?
Has engineering established clear coordinates on piping and electrical design drawings for fire protection piping and sprinklers?
Has engineering identified requirements for temporary strainers?
Has engineering performed a final verification of piping nozzle locations prior to drawing approval and release to fabricate?
Has engineering provided an isometric issue forecast schedule?
Has engineering provided specifications and criteria for NDE requirements with construction and [Client] input?
Has engineering reviewed the need for blanket order listing?
Has engineering reviewed the welding and non-destructive examination requirements that are imposed on supplier components for compatibility with project's welding and NDE Standards?
Has equipment layout been reviewed and approved for most efficient operations?
Has minor equipment been standardized? Items like controls, electrical components, valves, tubing fittings, small pumps, hydraulic motors and couplings?
Has process engineer identified panel locations with module boundary?
Has the as built drawing procedure, scope and responsibility been defined?
Has the drawing transmittal procedure been implemented according to contractors‘
Design Process?
Has the engineering team reviewed the project schedule to make certain that they buy into it?
Has the project verified with plant operations and maintenance the final locations for control/emergency stop stations?
Have ADA issues been reviewed and implemented?
Have data books and plant manuals been finalized, assembled and distributed?
Have equipment arrangements been reviewed and approved by [Client] operations?
Have equipment, control cabinets, valves, power units and filters been reviewed for accessibility in ongoing maintenance?
Have maintenance requirements been set?
Have plant maintenance reviews been scheduled? Preferably early in the design process?
Have technical reviews been completed by Sr. Project Engineer / Architect?
Have the Design Processes been issued according to contractors procedures.
Have the lubrication specifications been developed?
Have we defined boundaries for the incoming power and its location?
Have we maximized the use of in-line pumps?
Have we obtained local codes and restrictions?
Have we performed cost justification analysis on carbon steel tanks with interior coating prior to procuring?
Have we taken into consideration the insulation thickness and weight when design lifting lugs on equipment?
How do workers demonstrate their knowledge before being owed to work independently?
How does engineering ensure that hazardous operation areas have completed any special design for additional valving or flanging for safety reasons?
How is design progress being measured?
How is quality of design being checked to ensure the quality of documents meets the deliverable standards and are ready for Bid/Construction when issued?
How thorough Is operators‘ knowledge of the process chemistry and potential undesired reactions?
If [Client] does not have a "clean design" manual or guide are we required to develop one?
If this is an existing plant, have we received drawings showing locations of underground utilities?
Is a plant map available showing plot and surrounding area?
Is area required for tube bundle removal clearly indicated on the equipment arrangement, mechanical and piping drawings?
Is checking conducted on deliverables, prior to being issued to [Client] for approval and in accordance w/office checking procedures?
Is construction attending regular design progress review meetings? Review should be of drawings, specification, P&IDs, wiring reports, instrument index and scope of work for suitability to construction use and field installation
Is construction efficiency considered in specification development?
Is design and construction taking into consideration the findings of a feasibility plan?
Is design of the control rooms, rack rooms, and MCC rooms HVAC scheduled for early release to support the environmental control of these rooms prior to installing DCS and variable speed drive cabinets?
Is design verification performed per plan with squad checks?
Is drainage system for skid-mounted equipment included in design drawings and specifications?
Is drawing index issued and how often is it updated?
Is engineering organization been developed and approved?
Is engineering proceeding with design of physically large systems early?
EPC Master Checklist
Is engineering producing cross sections of the building early to show pipe racks, large ducts, cable tray, etc. to confirm the owed spacing is appropriate?
Is engineering supplying interface drawings to multiple supplier equipment with individual vendor requirements?
Is equipment left unattended under automatic control?
Is numbering sequence of P&IDs consistent with [Client] standards and does not reuse existing Plant Record Drawing numbers?
Is process difficult to control?
Is shop drawing turnaround time defined?
Is site level and clear, if not, do we have good description with any problems defined?
Is there a drawing needs list developed and maintained?
Is there a freeze date on technology?
Is there a space plan approach to the project to minimize interferences, congestion and enhance constructability?
Is there a system to monitor design review comment incorporation into final drawings?
Is there an engineering review schedule issued?
Labeling - Are the labels accurate?
Labeling - Does labeling program include components that are mentioned in the procedures even if they are not assigned an equipment number?
Labeling - Is -important equipment clearly and unambiguously labeled with name, number, and contents?
Labeling - Who‘s responsible for maintaining and updating the labels?
Loading/Unloading Ops - Are there physical means to prevent reversed connections or connections to the wrong tank?
Loading/Unloading Ops - How are hookups performed?
Loading/Unloading Ops - How Is raw material or product composition verified?
Loading/Unloading Ops - How is surveillance or supervision maintained?
Loading/Unloading Ops - How is training/familiarization conducted for company and non-company personnel involved in these operations?
Loading/Unloading Ops - How Is transport container grounded/bonded?
Loading/Unloading Ops - Is composition verified before any material transfer takes place?
Loading/Unloading Ops - Is electrical continuity verified?
Loading/Unloading Ops - What loading and unloading operations are performed?
Loading/Unloading Ops - Who performs these operations?
Operating Limits - Can operators detect and respond to upsets before safety limits are exceeded, or are automatic systems installed?
Operating Limits - Do the procedures specify safe operating limits for materials and operations?
Operating Limits - How quickly could safety limits be exceeded?
Operating Limits - What process variables do, or could, approach those limits?
Operator Practices - Do operator practices always comply with written procedures?
Operator Practices - Does such authorization include a review of the safety implications of the change or deviation?
Operator Practices - How are differences detected and resolved?
Operator Practices - Who can authorize changes and deviations from the written procedures?
Procedures - Are cautions and warnings clearly stated in prominent locations?
Procedures - Are diagrams, photographs, drawings, etc., used to clarify the written text?
Procedures - Are known errors owed to remain uncorrected?
Procedures - Are procedures written so workers can understand them, considering their education, background, experience, language, etc.?
Procedures - Are there too many abbreviations and references to other procedures?
Procedures - Do the operators themselves help review and revise the procedures?
How often?
Procedures - Does procedure nomenclature match equipment labels?
Procedures - Have the operating procedures been appropriately revised and have operators been trained in the new procedures?
Procedures - How are specific, up-to-date procedures maintained?
Procedures - Is a complete, current set of procedures for normal operations, start-ups, shutdowns, upsets, and emergencies available for operators to use?
Procedures - Is a step-by-step format used?
Procedures - What process equipment or parameters have been changed?
Shifts - Are shift rotation schedules set to minimize the disruption of workers‘ circadian rhythms?
Shifts - How are problems with worker fatigue resolved?
Shifts - Is there a plan for rotating workers during extended emergencies?
Shifts - What‘s the maximum allowable overtime for a worker, and Is limit enforced?
Training - How are new operating personnel trained on initial operations, and how are experienced operating personnel kept up to date?
Training - Is there regular training on emergency procedures, including drills on simulated emergencies?
TV Cameras - Should television cameras be installed to watch flare tips?
TV Cameras - Should television cameras be installed to watch for intruders?
TV Cameras - Should television cameras be installed to watch loading/unloading racks?
TV Cameras - Should television cameras be installed to watch process material
EPC Master Checklist
releases?
Utility System Failures - Are load-shedding priorities defined?
Utility System Failures - Are there backup electrical supplies?
Utility System Failures - Can the steam system operate without electrical power?
Utility System Failures - How are utility system failures handled?
Utility System Failures - Is there a plant-wide response procedure?
Utility System Failures - Is there at least one boiler that can start without steam?
Verify that circulating water and other piping is designed for ease of removal?
Verify that instrumentation and operation valves are outside noise enclosures?
Verify that the space for shower, locker, change and restroom facilities for operations personnel is adequate?
What procedure is developed to insure contractor as built accuracy and for record drawings?
What procedures or operations must be monitored by process engineers or other technically trained personnel?
What special clean-up, purging, or draining requirements are there before start-up?
What‘s the elevation of the water table?
When referencing codes, do we reference specific portions of a code rather than the entire code?
Who expedites shop drawings?
Who makes up the equipment files?
Who provides code reviews with local/state authorities?
Who‘s in control of design quality to ensure that suppliers are getting quality engineering drawings?
Who‘s responsible for expediting suppliers operation, installation and maintenance manuals for packaged systems, pumps, compressors, agitators and other rotating equipment to ensure availability prior to receipt of the equipment?
Who‘s responsible for space planning and layout?
Who‘s responsible for spare parts listing?
Who‘s responsible for verification review of interface between vendor and construction scopes of work in Equipment Packages?
Who‘s responsible for verifying the interface between vendor and construction for multiple flange sets or isolation valves between Vendor design and Engineer?
Who‘s responsible for verifying the interface between vendor and construction for termination points for electrical, instrumentation and piping?
Will [Client] approve and sign off on drawings? If so which ones and at what percent complete?
Will [Client] supply process design or a third party?
Will computer modeling be used for constructability? Who‘ll provide?
Will specifications for vessel alignment/plumbness/leveling be ready early in the project?
Will the design support the early installation of oil mist systems so that rotating equipment can be run prior to mechanical and electrical completion when needed?
Will there be any special drawing control required such as P&ID's on a [Client]-designed system?